In this release we made your EASI’R tasks more mobile than they have ever been. Use our new iCalendar functionality to transfer them to your preferred calendar and never miss an appointment again.
- We have introduced opportunity type bundles to help you stay on top of your opportunities, even when you have lots of different ones.
- You can now transfer your EASI’R tasks to other calendars that support iCalendar (.ics) files.
- Tasks are shown as pending, when they are due today rather than within the next 24hrs.
- We have made the contact creation more intuitive by making B2C contacts the default. Just tick the box to link them to an account.
- In merge fields and campaign filters, common fields for B2C and B2B contacts are now shown as contacts. No need to select them both anymore.
- The look-up of social profiles will be based on the email address of the contact only.
- We have removed the option to make custom fields mandatory.