Launch plan customers can view, save, and edit customer lists.
Other Improvements
- The Pipeline Funnel Analysis report is now visible to all, not just CRM Pro users.
- We added a pipeline filter for Forecast Category Report and the Deal Stage Probability Report.
- We have added three new columns to the Invoice Line Items table for all sources:
- Event order: This column specifies how line items should be processed in ascending order.
- Proration type: This column indicates the type of prorated charge, which can be Differential, Full, or Differential MRR.
- Balance Transfer: For non-recurring line items, this column indicates whether the amount is credited to or debited from the customer's balance. Positive values indicate a credit added to a customer's account, while negative values indicate a credit used as payment.
Fixes
- We fixed a bug where the "Last updated" time wasn't updated in the sources table for Play Store and App Store Connect sources.
- We resolved minor usability issues in Opportunities and the Email activity feed.