Notes for June 29, 2022
- Quick Deals can be edited from the Account List once again.
- Resolved an issue where some managers were unable to see affiliated agency contacts on the Account Profile.
- The Details section on a Deal will now remember if you last left it collapsed or expanded in an effort to make working with deals more convenient to those that like the expanded view. You may need to do a hard refresh in your browser on the Deal Profile in order for this to begin working (CTRL+SHIFT+R in Chrome or Edge while on the Deal Profile page)
- Account Priority can be assigned from the Account List via the mass actions after selecting one or more accounts via the checkboxes.