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Release 27

Jul 18, 2024

Updated over a week ago

New Features πŸŽ‰

  • 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 🐞

  • 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

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