List of recent changes to Snapforce CRM
Category Description
Date: July 31, 2016
Module: Telephony, DashboardsUpdate: New dashlet that displays total Talk Time (call duration) per agent. Report can be viewed in line graph, stack graph, and bar graph formats.
Date: July 12, 2016
Module: SetupUpdate: Activity Import now available through the Admin Setup area. Import call logs and email logs > Snapforce automatically associates during the import process.
Date: July 6, 2016
Module: OtherUpdate: Map Geolocation Dashlets now available
Module: OtherUpdate: Global Map feature can be disabled/enabled from Admin Setup area.
Date: May 26, 2016
Module: SetupUpdate: You can now re-arrange the order of a picklist field's drop down options. Useful for workflows that involve fields having a sequential order; such as the Opportunity Stage field. 
Date: May 5, 2016
Module: SetupUpdate: Imports: Product Imports now support the "Product Type" field. The new template for product imports is available to download
Date: April 16, 2016
Module: OrdersUpdate: Invoice Management now available, invoice lists and custom views can now be created within the Invoices Module.
Date: April 11, 2016
Module: OrdersUpdate: Branding support now available for all template letter head; including Quote PDF's, Invoice PDF's, and custom PDF templates.
Date: January 7, 2016
Module: Global SearchUpdate: Search-as-you-type feature has been released into new Snapforce version. This feature will display your search results live as you type each keystroke, the output appears directly under the global search box. This feature searches all fields within each module.
Date: November 17, 2015
Module: All ModulesUpdate: Patch: Mass edit feature not letting you change reassign the owner has been fixed.
Module: OtherUpdate: Patch: fixed the bugs that existed when creating multiple (of the same type) of lookup fields in the same module.
Module: ReportsUpdate: Show Report Details - when defining a GROUP BY filter on a report, you can now toggle on/off the report details for each group. Toggle off the details and you end up with a clean totals list.
Module: SetupUpdate: Password Management. System Administrator's can now manually reset their users passwords from within the Admin Setup area.
Date: November 10, 2015
Module: ReportsUpdate: Dashboards: New chart labels for bar graphs.
Module: ReportsUpdate: New Dashboard reports available: 
  1. Company Closed Sales (x_axis and y_axis defined by you)
  2. Aggregate Closed Sales (x_axis and y_axis defined by you)
Module: SetupUpdate: Page Layouts: now allows for different page layouts per module based on custom rules and filters you define.
Module: SetupUpdate: Page section re-ordering is now available from within the Page Layout area.
Date: October 16, 2015
Module: OtherUpdate: Web-to-Lead Forms now support all field data types; such as Text, TextArea, Picklist, Number, Date, Time, Email, Phone, Website. 
Date: September 5, 2015
Module: SetupUpdate: Lead Custom Field Mapping

Map each of your organization's lead custom fields to one of your custom account, contact, or opportunity fields. These mappings will be used when you convert leads. 

Date: March 30, 2015
Module: All ModulesUpdate: New fields have been added to all primary modules:

Last Activity Date
Last Activity By

System generated fields which are modified anytime a Call, Note, Task, Event, or Email is logged.
Date: March 3, 2015
Module: All ModulesUpdate: Custom Views are now printer friendly.
Module: SetupUpdate: Security Controls have been updated. Administrators can now set their Organization Wide Default Access Settings; restricting user ability to access system data. Available settings are as follows:

  • Public Read/Write/Transfer
  • Public Read/Write
  • Public Read
  • Private
Date: January 26, 2015
Module: All ModulesUpdate: Full support for international address formats.
Module: SetupUpdate: Custom fields now support over 15 data types; including date, time, and currency fields.
Date: January 1, 2015
Module: SetupUpdate: The manage option under email accounts now supports both modify and create new. Allowing administrators to setup or modify user email accounts from the administrator setup interface.
Module: SetupUpdate: A new security feature has been added to the interface providing the Administrator access to modify the system's session idle time.
Date: November 24, 2014
Module: OtherUpdate: Snapforce Email Client has been upgraded. Inbound email message body's are now decoded and formatted as the sender intended.
Module: OtherUpdate: Plugin has been updated. Search settled batches, unsettled batches, and batch date ranges.
Module: SetupUpdate: Email Auto Merge Complete - all inbound email is automatically merged into the email log of the sender record.
Module: SetupUpdate: Email Administration folder is now live. Allowing system administrators to setup and manage email accounts and email settings from Administration Setup area.
Date: November 18, 2014
Module: All ModulesUpdate: Data Import Tool updated - empty fields in a spreadsheet no longer require a placeholder.
Date: November 10, 2014
Module: SetupUpdate: Upgraded system Setup Module to allow for easy, all in one place system administration.
Date: October 31, 2014
Module: AccountsUpdate: All pages linking into new account profile view are now linked properly into the new layout.
Module: All ModulesUpdate: Custom View's can now be saved as that Module's "Default View"
Module: All ModulesUpdate: Global search tool can now be used for all Module's custom fields 1-15
Module: FilesUpdate: File's Module now offers search functionality.