Aline CRM

New Features & Bug Fixes • Conversation Push Notifications Push Notifications for conversation messaging now links directly to the SMS conversation screen so that you can respond quickly to communications! • Notification Details Screen Tap any notification to open a dedicated Details screen. • Updated Create Person Flow Adding a new person (Prospect, etc.) now uses the same form as web — including Communication Preferences, Address, 2nd Person, Contact, and TSZ fields. • Create Companies from the Add Referrer Form Add a new referral source company inline while creating a referral — flip the "Add New Company" toggle to fill in company details without leaving the form! • Searchable Company Dropdown's Company dropdown's are now searchable! • Business Card Scanning for New Referral Contacts Scan a business card when adding a new Referral Source Contact from the Referral Source Contact list! • Call History Deep Links Tap a recent call on iOS to jump straight to the matching contact record in the app, so you can log notes or follow-ups right after a call. • Account Name on Referring Contacts The referring contact card now shows the associated account name. • Fixed Document Downloads Fixed the error that prevented viewing and downloading documents on mobile. • Fixed Company Access List Fixed bug where your list of accessible companies didn't refresh after switching environments or logging out and back in, and improved how your selected/default company is remembered. • Fixed False "Success" on Plugin Push Fixed bug where pushing a record to a plugin could show a green success message even when it actually failed — you'll now see the real error. • Fixed Scheduled Activity Time Fixed bug where a scheduled activity was displayed one hour off from from its real saved time. • Fixed All-Day Activity Date Fixed bug where an all-day activity displayed the day before the date which was actually saved. • Fixed Activity Default Duration New activities now default to a 30-minute block, matching the web app. • Fixed Text Message Clipping and Conversation List Not Rendering Fixed bug where text in Text Messages was clipped at 2 rows & a bug where the list of possible conversations was not being populated correctly.