new
3.1.9
System Improvements
Pursuits
- Added ability to link Tasks and other entities e.g. Pursuit, Vehicle, Personas, etc. from a Pursuit's detail page.
- Added ability to generate AI Insights from a Pursuit detail page.
Capture
- Added ability to display up to 50 records on Capture index pages (Tasks, Saved Searches, Pursuits, Pipelines).
- Decreased loading performance on Capture index pages.
- Users can now send links to specific pages within a Pursuit e.g. Overview, Discussions, Activity.
AI Insights
- Added latest GPT4-0 model.
- Save Memories in AI Insights to base AI Insights responses off of e.g. save entered vendor detail information.
State Data
- Added Iowa, Utah, Montana, Indiana, Washington D.C.
Global Search
- Results for Personas are now returned in Global search results.
Bug Fixes
- Added Source field to Opportunity exports.