Integration and call flow improvements
Integrations
- Bullhorn & Vincere
- Add an option to automatically save calls to all matching contacts in connected integrations when a call ends. Go to Admin -> Configuration -> Integrations to turn on.
- Clio & LEAP
- Contacts now have default matters. You can choose a default matter for a contact from the Phone page. When you save a call with a contact to a matter in Clio or LEAP you are updating their default matter. If a contact has a default matter, that matter will be auto-selected at the end of each call (you no longer have to search for a matter every time you finish a call).
- LEAP
- Auto-save SMS to matters.
- Filevine
- Display project phases in project search results.
Call flows
- Dates
- Allow selecting a range of dates at once.
- Automatically populate national public holidays.
- Ring users
- Disable "Skip offline users" option.
- Collapse advanced settings.
- Queue
- Allow users to play clips from the queue setup dialog.
Bugs
- This update included fixes to a variety of small bugs. Bugs relating to the dialler, draft messages, and the send via email button have been resolved.