Oct 2024

Web

Records

1. Edit Record Values and Record Notes with less clicks!
   1. By clicking on a Record Value you can select one of three actions:
      1. 'Add Note' will open a pop up where you can leave a note and attachment.
      2. 'Edit Value' will open a pop up where you can edit the Record Value and leave a new note or attachment.
      3. 'Apply Automation' will apply the associated record configuration to update the Record Value.

2. Updated Call to Action buttons
   1. The Export and Import buttons have been updated to icons!
   2. The Apply Record Automation has been relabelled to Apply Automation.

Workflows

1. All workflows can be filtered on custom attributes

Mobile

1. Saving a Form in Draft will keep you on the Form page allowing you to continue your progress
2. Bug Fixes