Generic enhancements and updates included …
- CRM: Created new Lead fields based on user feedback …
- [1] Staff Owner
- [2] a text field to document ‘Helpers’. For example, a board member who has a connection, a staffer’s family member who knows someone, etc.
- [3] Event Source text field to document the key event or campaign which produced this lead. i.e., a particular ad, or attendance at a particular industry event
- [4] Close Date is an ANTICIPATED close date, or a date that it really needs to be sold by (e.g., tradeshow floor closes)
- [5] Amount of the Estimated Value of the lead if it closes successfully
- Started tracking change history on object creation too, not just on edit
- Upgraded validation on meeting date/time input
- Add ‘comment’ to available commerce product order search on intranet side
- Addressed Product Copy Bug: Available to Member Types for Fee didn’t copy when display name was in place