Sales Insight Release Notes, November 2019

Modified on Mon, 25 Nov, 2019 at 2:18 PM

Hi Everyone, 


Happy Thanksgiving week!  Here are the latest Release Notes:

  • Forecast Search Optimization: Improved search capabilities for better performance. 
  • Forecast Export: We've added Project Status to the excel export to make it easier for you to analyze the data. 
  • Customer Contact: Based on your feedback, Insight now prevents duplicate contacts from being created.
  • Roles: The alignment has been adjusted to make it easier to update Min/Max parameters. 
  • Project Projections: We've disabled the ability to edit non-future projections for those without proper access from the Edit Project page. 


As always, please let me know if you have any follow-up questions.


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