Version 1.105 – October 19, 2022
NEW MAJOR FEATURES
New Service Fields
New fields added to Service object for associating with a Plan, managing commission and fee information, and other relevant information. (CORE AND PERFORMANCE PACKAGE FEATURE)
New Clone Proposed Plan Button
New button for cloning a Proposed Plan (and all associated Proposed Plan Participants) to a new Proposal; found on Proposed Plan records. (CORE AND PERFORMANCE PACKAGE FEATURE)
NEW MINOR FEATURES
New Action Date/Time Closed Flow
New flow for recording the time an Action is marked as Closed.
