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24.01 Release - 1/12/2024

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Release Notes

Features

  • [TS-3283] USERS - "trashed" section needs revisiting/adjustments
    • substituted the word "trashed" for "deleted"
  • [TS-3284] USERS - bring back the inline attached Partnerships for collabs
    • can now quickly view which partnerships a user (especially collab) is attached to via tooltip
    • https://demo-4.trak.io/users/collaborators
  • [TS-3288] Users > Invite Collaborator Button Text
    • minor edit of identify "inviting" vs "adding" a collab
    • revamp follow list/dropdown with selected users going to the top
  • [TS-3292] Pinned users/followers should go to the top of the list after a user is mentioned in a task, they are automatically added as a follower and must remove themselves
  • [TS-3329] Present - add a BACK BUTTON to Configure slide details panel
    • easier to navigate back and forth when CREATING (wizard) a preso
  • [TS-3450] Deal List: Speed Improvements
    • good but self explanatory
  • [TS-3487] New Deal Filters
    • ability to sort by deal type, sales person, service person and locked
    • new deal fields added to exports
  • [TS-3495] Deals > Export fields now exist in exports
    • we no longer copy activity of the old task when duplicating a task but instead we display a link pointing you to
  • [TS-3319] Task duplication activity adjustments the old task (where you can see its activity)
  • [TS-3525] Status Creation/Update Form
    • cleaner way to edit statuses. especially RE closed won/closed lost/in pipeline (only 3 choices now)
  • [TS-3498] Partnerships > Merging Accounts
    • cleaner merging modal
    • Keep accounts clean and avoid duplicates
      • Permissions: Trak admins, site admins only
  • [TS-3514] Forgot Password API >
  • Bugs
    • [TS-3485] MULTI edit/update confirmation popup TOTAL is inaccurate
    • [TS-3368] ALL Product are mistakenly identified as "ARCHIVED" to managers and members
    • [TS-3473] misalignment with present thumbnails
    • [TS-3528] DEAL PAGE export button is broken/errors
    • [TS-3459] Add pagination to SEASONS page (yes, seasons page)
    • [TS-3523] deal FINANCIAL page list order (seasons AND lineitems) must match order of the deal PRODUCT