Overview
Added Group Navigation to Column Picker
Faster export to connector job startup time
Dynamics: Ignore inactive Contacts & Companies
Auto-merge Contacts on CRM updates
Added Group Navigation to Column Picker
When adding new fields to the Grid, you can sort the options by Group and quickly jump to the category of fields you want to add.
When adding a new column to the Grid, select the magnifying glass to view Groups. Select a Group to jump to that category of fields.
You can also access the Group navigation when adding columns to the Grid via the Column Picker.
Faster Export to connector job startup time
Export to connector jobs that are small will start faster. Often within a couple seconds. Export to connector jobs with over 100 records may take a minute or two to start.
Dynamics: ignore inactive Contacts & Companies
SigParser will no longer match or update to records that are set as "Inactive" in the connected CRM.
Contacts without an associated Company will not be added to the connected CRM.
Auto-merge Contacts on CRM updates
SigParser can be configured to automatically merge Contacts when merged in the CRM.
Additionally, email address updates in the CRM can be configured to automatically reflect in the corresponding Contact record in SigParser.