Release Notes – 10/19/2022 (V1.105)

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 Flow.

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