Call Summary in Timeline and BI API
To provide more insight into conversations via Calldrip, we have added the call summary and a link to the recording in the contact timeline. This makes it easy to review what was discussed. Additionally, the call summary has been added to the BI API, allowing this information to be used in reports.
Contact Type Visible in Search Results
When searching for contacts, you can now immediately see whether it’s a private individual, a business relationship, or a leasing company, thanks to the addition of icons in the search results. This is currently only visible in the search function, but in a future release, this indicator will also be available in the lead details.
Customer Type Visibility
When searching for customers or viewing the lead details, it’s now immediately clear whether the customer is with an individual, business, or leasing company,thanks to the addition of icons in the search results.
Releasenote LEF Octobre 28th 2024
Release: LEF
Date: 28th of Octobre 2024
Summary release
New:
Bugfix/ Fixed:
Clearing leads with many open leads
Car dealerships with a large number of open leads experienced an error when clearing leads. This bug has been fixed, so leads can now be cleared and deleted in bulk without issues.
SAM linking screen not showing all locations
The SAM linking screen did not display all SAM locations if a LEF location was deactivated. This has been resolved so that all SAM locations are now visible and can be correctly linked.