We’re constantly refining our product.
Here at Active Agent we believe that development is key and we will ensure we continually strive to improve our offerings, adding new features and products.
Check here to keep up to date with any new releases we have and get the most out of your system.
Mobile - IOS
Update business card scanner
When mobile app users create a new contact, required fields will now get default values. Additionally, we improved validation messaging.
Recently Viewed Accounts when Adding/Editing Deals (iOS)
We know our mobile app users want to know how many other tasks they have to do on a certain date, so they can better understand workload and protect themselves from a day of too many tasks. We’ve now added a task count that allows you to see how many tasks you have to do on a set due date.
Mobile - Android
Push notification toggle
You can now globally turn push notifications on or off. Previously, you were given one opportunity to accept or deny push notifications. Now, you can adjust that decision in the Settings tab of the mobile app.
Reporting & Analytics
Custom Reporting: Improved dashboard filter creation experience & improved clarity on Forecasted Close Date
As part of an ongoing effort to extend Custom Reporting capabilities, we are introducing two updates:
We removed unnecessary models from displaying during the global dashboard filter creation and edit process. This helps streamline the ability to create a global dashboard filter without second-guessing which one is associated with custom reporting during the selection process
We are deprecating the Forecasted Close Date as a value in the Deal Custom Field Name dimension to remove confusion from the Forecasted Close Date dimension that’s available under the Deals view. By adding Forecasted Close Date within Deals as its own dimension, you are now able to analyze your deals based on when the deals are expected to close. This means you no longer need to use the Forecasted Close Date value from the Deal Custom Field Name dimension
Note: You should replace any references to the Forecasted Close Date value in the Custom Field Name dimension with the new Forecasted Close Date field dimension.