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7.2.1

Cerb (7.2.1) is a maintenance update released on August 15, 2016; it contains 12 features, fixes, and usability enhancements from community feedback covering the 7.2 update. You can follow these instructions to upgrade.

  • [Cards/Delete] Fixed an issue with some card popups not refreshing their underlying worklist after deleting a record.

  • [CHD-4417] [Cards/Opportunities] Implemented card popups for opportunity records.

  • [CHD-4344] [Setup/Workers/Usability] Added quick search to the worklist on Setup->Workers.

  • [CHD-4420] [Setup/Cards] In Setup->Configure->Cards, there’s now a ‘Save Changes’ button, since the auto-save was confusing users and leading them to believe nothing was happening.

  • [CHD-4427] [Platform/Maint] Completed bulk update batch records are now removed after 1 week during nightly maintenance.

  • [CHD-1801] [Worklists/Orgs/Bulk] Multiple organization records may be deleted using bulk update.

  • [CHD-4275] [Worklists/Contacts/Bulk] Multiple contact records may be deleted by admins using bulk update.

  • [Worklists/Tasks/Bulk/Usability] When using bulk update on a task worklist, the desired actions are now selected with a checkbox before their options display. This simplifies the form and also allows for actions that don’t have a ‘blank’ state (like a slider).

  • [CHD-4426] [Worklists/Tasks/Bulk] When using bulk update on a task worklist, the ‘importance’ field can now be set.

  • [Worklists/Tickets/Bulk/Usability] When using bulk update on a ticket worklist, the desired actions are now selected with a checkbox before their options display. This simplifies the form and also allows for actions that don’t have a ‘blank’ state (like a slider).

  • [CHD-4426] [Worklists/Tickets/Bulk] When using bulk update on a ticket worklist, the ‘importance’ field can now be set.

  • [Cards/Group/Bucket] Fixed an issue on group and bucket cards where the ticket count buttons didn’t filter their searches properly.