A contracts Dashboard to give you quick access to upcoming contract renewals and visualize the intersection of them with Account Health.
We've added search right on the navigation bar to not only restore the ability to jump to another account from Accounts pages, but add in the ability to do so from any Activity Board as well.
We've tweaked navigation menu options to allow for faster switching between all areas of the product and updated terminology to enhance clarity.
You can now save your currently selected columns along with your current filter so that you can return not only to the segment that you're filtered to, but the data points you want to view it by.
You can now toggle whether to display healthscores on the Health Dashboard that have been hidden on their associated Accounts.
See Full Release Notes
Data-tiles which surface more actionable data and facilitate easy filtering
A Health Dashboard to offer up quick insights into the current status and change in Healthscores across all of your accounts
The re-architected Account List makes searching for and reading Account related information much easier a process
Updated Healthscore visualizations are more interactive, easier to read & edit, and allow you to see notes directly in the context of the score they belong to
Email Lane Mapping configuration to Administration to allow for company-set email logging activity type, success lane, and failure lane.
Identified and optimized a performance bottleneck resulting from the shift to Auth0.
That optimization resulted in faster than ever app performance, lowering certain loading times by up to three seconds.
Flipped the switch on rolling out Auth0, this includes:
The login screen, now powered by the Auth0 Lock UI
New Angular Users page in Admin, simplified process for adding new users, more powerful ag-grid table control
Password Reset flow, this can still be initiated via the My Profile page, but now ties in with the Auth0 reset system.
New Bolstra users will now receive welcome emails with:
Directions for account set up
Link to the Bolstra Knowledge Base
Healthscore Import in Admin