Lilypad CRM - Web Release February 29, 2024

Written By Amjad Amer (Super Administrator)

Updated at March 4th, 2024

Here are the items completed for this release of the web version of Lilypad.



  • We've added the following enhancements to the Home screen in the web.  This does not include the Social Wall (LP 90171):
    • Limited the number of teams certain user roles can view in “Team Snapshot” and “Activities (LP 92030).”
      • A sales rep (who is not a manager or admin) can only see the team they're assigned to and can no longer select other teams.
      • A manager (who is not an admin) can only see the teams that they manage in the Teams dropdown fields.
      • An admin (regardless of which team/s they manage) can see all teams in the Teams dropdown fields.
    • If you're an admin or manager who has access to several teams, the Teams dropdown now offers multi-select (LP 90855).  
    • We made the Distributor dropdown multi-select (LP 90851).
    • Whichever selections you make in the “Distributor” and “Teams” dropdowns will persist even if you navigate to another screen or log out and back into Lilypad.  If you make new selections in those dropdowns, then those new changes will persist (LP 90959).
      • **NOTE:  The “Time Period” dropdowns will not persist in the same way. 






Bug Fixes

  • Encompass data ingestion bugs have been resolved (IT 94199, IT 95318, IT 92829, IT 92684).



If you have any questions about this release, please reach out to us from the Lilypad mobile app by going to Side Menu > Help Me or send an email to [email protected].


Thank you!

Your Lilypad Team

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