Recent SalesExec System Updates and Improvments

Jan 25, 2018ClickPoint News

January 24, 2018

Bug Fixes
  • User permission to restrict access to the Lead Import page now correctly prevents users from accessing if the URL is entered manually or set as a bookmark.
Improvements
  • Updated Lead Source Summary and Monthly Leads Source Summary reports so they no longer display lead statuses that are disabled or deleted.

January 10, 2018

Bug Fixes
  • Updated wording so that “Distribution Holiday” now reads “Holiday Calling Restrictions”.
Improvements
  • Placed maintenance logging in LeadExportMicro service.

January 4, 2018

Bug Fixes
  • Fixed a bug so that Dashboard Reports and Distribution Performance Report properly calculate 2018 data.
Improvements
  • Optimizations to back-end cache clearing processes.

December 20, 2017

Bug Fixes
  • Updated /api/Lead/FetchDetails API documentation.
  • Fixed a bug so that Leads_Created web hook transmits properly.
Maintenance
  • Maintenance logging around Push and Pull Distribution strategies.

December 13, 2017

Bug Fixes
  • POST /api/Action/Execute now properly executes “string” data-type Action Parameters.
  • Lead Created/ WebHookType 1 now evaluates if the lead is valid before sending a webhook.
  • Fixed a display issue related to copying “Call Hours” from one pull distribution strategy to another.
  • When granting permission to share a Calendar, “Calendars Shared With You” now properly updates.
  • Fixed an issue where if you try to delete a shared calendar, SalesExec would

December 6, 2017

Bug Fixes
  • Fixed a bug in Edit Holidays section of the Distribution page where a future date could not be selected in the “From” field.
Improvements
  • Right Click Context Menu now includes the ability to send an email.
  • System security improvements.
  • Leads Assigned notification no longer triggers when a lead is pulled.
New Features

November 29, 2017

Improvements
  • Server configuration changes to improve on system security.