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July 2020 System Updates
Every month we add new features and updates to the GreenRope system based on your feedback.
Here are all the updates and new features we added in July:
Ability to Email Other Data Fields
If a contact’s user field looks like an email address, an envelope icon with a mailto link will appear in that contact’s record, and will allow you to message them using that field’s address.
More Images to Choose From
There are now 12 new stock images to choose from in the ‘Stock Icons and Images Folder’.
Assigning Copied Tasks
When creating a new project, if you copy tasks from an existing project, GreenRope will assign any tasks from the previous project manager to the new project manager.
Apps > Projects > + Create New Project > Project Manager:, Copy Tasks
Test Send Subject Line
The ‘Send Test’ area now features a new checkbox to prepend the subject with ‘TEST:’.
Communicate > Emailer > 2. Test
We’ve added a bunch of new design options to the Email EasyBuilder! The EasyBuilder now features margin colors, a new section type for three image galleries, the ability to manipulate border color/thickness for each section, and support for background images.
We now offer additional customization options for each individual section in the EasyBuilder. In the EasyBuilder editor, click the pencil icon to add padding, update margin and background colors, and add a border to any section!
Custom Objects Updates:
New ‘Edit HTML’ Button
When editing a contact or company's custom objects, for a textarea attribute, there's a new ‘Edit HTML’ button.
Learning Management Updates:
Students’ in progress and completed dialogs include an export functionality, if permission has been granted.
If a student doesn't pass an LMS module, the student will be shown the questions they missed.
Account Settings Updates:
In Account Settings you can now enable autosave to hide the ‘Save Changes’ button on tabs where it doesn't apply; e.g., Shared Access, Integrations.
More Options for Integers
Decisions now support "greater than" for integer user fields, and "after current date" for date user fields.
Set Phase Path
Workflows, if activated within an opportunity, can also set phase path.
Option To Alphabetically Order Topics
The Wiki app now features a new button to order wiki topics by drag-drop or alphabetical order.
Public Wiki search results are now displayed in a ranked hierarchy on the right side of the page.
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