May 20

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Opportunities List View

By David Holland

May 20, 2024

Introduction of List View for Opportunities via Labs provides a tabular and customizable view to interact with opportunities, including sorting, customizing fields, exporting, and feature parity with Board View. Users can access List View by enabling the feature in Labs and switching views in the Opportunities section, offering benefits like enhanced visibility and increased customization. Note: Changes in Labs might disrupt custom CSS/JS, so make major adjustments before the Live Date on July 20, 2025.

Public Document Link: Now live for e-signing on Documents & Contracts

**New Features:** – **Public Document Creation:** Create signing documents in the Templates section. – **Shareable Links:** Unique links

Public Document Link: Now live for e-signing on Documents & Contracts

Troubleshooting and Re-auth capability across multiple Facebook pages

New feature for sub-accounts with ‘Connect Multiple Facebook and Instagram Pages’ enables users to address missing Facebook permissions.

Troubleshooting and Re-auth capability across multiple Facebook pages

Security update – Sign Out Everywhere

**TLDR**: New “Sign Out from Everywhere” feature allows users to log out from all devices easily; admins can

Security update – Sign Out Everywhere

Recurring Invoices: Editing now enabled

**TLDR:** New features for recurring invoices allow users to modify billing frequency, update dates, and change products/services. Automated

Recurring Invoices: Editing now enabled

Security update – Flexible session timeout config for HIPAA agencies

– **Enhanced UI**: Clear separation of Enhanced Security Settings and Session Timeout options improves navigation for agencies. –

Security update – Flexible session timeout config for HIPAA agencies

Ad Manager: Clone a campaign and multi-advertiser ads

– New Features: Clone ad manager campaigns and introduce “Multi-Advertiser Ads.” – Cloning: Create exact campaign replicas for

Ad Manager: Clone a campaign and multi-advertiser ads

Direct Your Visitors to a Clear Action at the Bottom of the Page

Clear Call To Action Button