This month's release brings a slew of back-end improvements along with a couple of quality-of-life features and bug fixes.
Field Lens Boosting Updates
It's now possible to attach an Opportunity to an existing Boost. When looking at Boosts associated with a Field Lens request, users will see the option to attach an Opportunity to Boosts that do not already have one. Simply click the button, select from the pre-filtered lists of applicable Opportunities from the Account, and click Save!
Account QTR Visibility Improvements
We're adding new filter controls to the My Accounts view that let you quickly and easily see which Accounts need your attention for Quarterly Technical Reviews.
Use this new Last Check-In Date filter to see Accounts that are missing or have incomplete QTR Check-Ins for the current quarter. Soon, we'll add controls to filter the data by time ranges (e.g., Last Quarter, Last 2 Quarters, or Fiscal Year) and by Completed, Incomplete Check-Ins, along with the new No Check-Ins filter.
Export Your Check-In Data
We've added a new button in the My Check-Ins view that lets you easily export your data for use in your QBRs or manager one-on-ones.
Additional Fixes and Updates
🐛 Fixed an issue related to the Implementation Plan filter logic on My Opportunities
🐛 Solved some issues related to the creation of SE Support Cases
🐛 Pagination for the Check-In widget on the Dashboard should now work as expected
🐛 Fixed deep linking to certain views and pages
🛠️ Added a link to view Opportunities from the Check-In creation screen
🛠️ Various improvements to form controls across the app