New Features π
CRM Sync - Imported an Inactive status for CRM records, excluded Deleted and Inactive records from Best Match logic.
CRM Export to Connector - Updated contact count for potential matches when a contact is pushed to the CRM
CRM Export - Created a button on the Contact and Company modals in the Connectors tab to export a single SigParser record to the CRM
CRM COMPANY MATCH: Added new CRM Company columns on Contacts object to better differentiate between what SigParser thinks the best match is and what is actually assigned in the CRM to the Contact
CONNECTOR SCREENS: Reorganized all Connector Details features into three modals called Connect, Import, and Export
STRIPE CHECKOUT: Allow payment methods to be saved for future use
CRM FIELD MAPPING: Updated SigParser fields to include new field names and definitions for relationships
SALESFORCE DEFAULT FIELD MAPPING: Updated Contact and Company default field mapping for Salesforce Connector for relationships
Bug Fixes π
Contact Grid - Hover modal on CRM Companies will more consistently render.
CSV Import: Custom Boolean Fields import properly
Source Scores: Improved Field Selection
Company Modal: Fixed Company Fields Update Logic