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Updated Archive functionality
We have enhanced and updated the ability to remove obsolete or unused accounts. See the FAQs below for more details.
Question: What happens when I archive an account with multiple child and grandchild accounts?
Answer: The account is archived. All of the users, tasks, touchpoints, and collections directly linked to the archived account are also archived. All of the child accounts, along with their linked entities, are also archived. All of the grandchild accounts, along with their linked entities, are also archived.
Question: What if I only want to archive the parent account and none of the children/ grandchildren?
Answer: You should update the parent IDs on the child and grandchild accounts before archiving the parent account.
Question: As of May 14, 2023, what happens to accounts that are currently in the archive, whose related entities and child accounts are not in the archive?
Answer: No changes are made to accounts already in the archive. Please contact Support if you’d like to migrate those accounts to the new archive behavior.
Read more about archiving.
Enhanced text edit experience on the account profile
We have improved the text editing experience in multiple areas of the product including the account profile. This enables you to quickly and easily edit your text attributes. Read more
Bulk edit account attributes from user segments
You now have the capability to bulk edit account attributes while in your user segment.
Enhanced MS Outlook plug-in
You can now quickly sort through numerous contacts and accounts by name, email or title. We also added one final review and edit point before sending out your Outlook TouchPoint. Read more
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[Bug Fix] PDF files uploaded via the Assets tab on account profile are appearing blank. The issue is now resolved.
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[Bug Fix] When generating Zoe share report the product column appears to be blank. The issue is now resolved.
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[Bug Fix] When opening multiple SPs in new tabs, the pages may not open and the following error message appear: "Oops! Cannot read properties of undefined (reading 'loadAutomationStats'). The issue is now resolved.
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[Bug Fix] Attributes that should not be editable in user profile, are editable after refreshing the page. The issue is now resolved.
[Bug Fix] Health widget shows grey lines instead of blue. The issue is now resolved.