This list consists of key new features, as well as issues reported by or of interest to customers. It is not an exhaustive list of updates.
New Features and Improvements
- The first version of the Reeher REST API has been released. Documentation and developer key information are now accessible in Control Panel under "Manage Platform"
- When viewing a contact, it can be exported to an ICS file that can be synced to a user's Outlook or iCal calendar. This is especially useful for planned contacts!
- The 30 day limit on uploaded lists has been removed; lists will now expire 365 days after being uploaded and not accessed.
Bug Fixes
- Timeouts encountered when adding "Last Designation" to an uploaded list have been resolved.
- If users encounter an error that causes a query to hang due to too many columns being included, they now have access to a reset button that clears column settings.
- Some customers may have encountered an issue with Officer Benchmarks where the % granted was not populating correctly. This is due to there being multiple flags that can potentially indicate an active proposal; the underlying data query has been updated to include all relevant statuses.
- For Activity Center customers: in some cases, the task owner could be set to a user who did not have a valid seat license for Activity Center.
- Emails for Activity Center notifications no longer display "null" in cases where prospect or entity IDs are not available for a proposal.
- For non-Activity Center customers, adding the column "start date" to proposal drilldown view could cause an exception; the underlying query has been corrected.
- The relationship profile now shows Zip + 4 in the address when it is sent with address data.
Other
- The speed of agent search in Class Agent has improved to <0.5 sec on average.
- Emails sent to "contactreport@reeher.com" will now be processed much more quickly.
- Contact reports can now be sorted on time in addition to date
- Numerous minor UI and formatting fixes