8.20.10.1

Enhancements

Approvals

• You can now attach related documents while sending a record for approval. This will provide the approver all the details they need to see to approve without having to log in to the CRM. For example, while sending a quote for approval, you can add cost sheets and other receipts as attachments.
  • You can attach up to three documents per approval.
  • The file size of each document must not exceed 25MB.
  • This enhancement is available in Sales Enterprise and All-in-one Enterprise editions.
• You cannot create related records when a record is waiting for approval. For example, when a quote is waiting for approval, you cannot create a sales order.

Dashboards

• You can select the ‘All Pipeline’ filter in the Dashboard widgets to view all the data in the selected time period.

Deals

• You can import deals without selecting a default pipeline and stage.

Documents

• Admins can restrict the document storage options through the picklist editor.
  • The ‘Document Source’ and ‘Upload To’ fields are renamed to ‘Document Storage’.
  • An admin can restrict storage options by controlling the picklist values by role.
  • This change holds good for both uploading a document and linking a document.

Emails

• You can configure From, Reply-to, and From Name based on your domain. This will be used while sending new user registration emails, username or password reset emails.

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