Release Notes V5.1.36

From Commence CRM-Help

These are the Release Notes for Commence On Demand version 5.1.36.


Users can include custom fields in saved searches and views.

In this release users can include your custom fields (text and list) in the listing screen for the Accounts, Activities, Leads and Sales modules.

In the example below, the user is creating a Custom Sort view using his custom fields.


Release notes 5136 image 1.jpg


The result in an Accounts list view which includes custom field columns that are searchable and sortable.

Release notes 5136 image 2.jpg


Users have access to a Cancel button while creating or editing a saved search.

In the following example, the user has the flexibility to use a Cancel button to return to the listing screen without saving his selections.

Release notes 5136 image 3.jpg


Users have access to a Clear icon when selecting lookup values.

Using this icon you can clear the values selected for lookup fields such as the Source, Industry, Acct Mgr and Acct Team fields in the example below.

Release notes 5136 image 4.jpg


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