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

Enhancements

• Audit Log for Settings > Activities and Tasks (LP 90172).
  • The new Audit Log records every change made to the Settings screen of an Activity or Task template.  Each change will show a date stamp, time stamp, and the email address of the admin who made the change.

• Added "Class Of Trade" field to all Add New Account screens (LP 100669).
  • “Class Of Trade” options include:
    • BAR
    • CONCESSIONAIRE
    • CONVENIENCE/GAS
    • DRUG STORE
    • FACTORY/OFFICE
    • GENERAL MERCHANDISER
    • GOVERNMENT/NON MILITARY
    • HEALTH/HOSPITAL
    • HOTEL/MOTEL
    • LIQUOR/PACKAGE STORE
    • MASS MERCH/SUPERCENTER
    • MILITARY OFF PREMISE
    • MILITARY ON PREMISE
    • NON RETAIL ACCOUNT
    • OTHER OFF PREMISE
    • OTHER ON PREMISE
    • RECREATION/ENTERTAINMENT
    • RESTAURANT
    • SCHOOL
    • SMALL GROCERY STORE
    • SPECIALTY RETAIL
    • SUPERMARKET
    • TRANSPORTATION
    • UNASSIGNED
    • WHOLESALE CLUB

• Search by account name and address together on the Add New Account screen (LP 100687).
  • In addition to searching by account name OR address, you can now search for an account by name AND address at the same time by placing a comma after the account name in the search field.

• Admins, who are not assigned a team to Manage on their Settings > Users profile screen, now have access to the web Side Menu > Settings tab (LP 97682).

Bug Fixes

• Settings > Connections screen freezes/spinning wheel for some clients (IT 102806).
• Settings > Connections screen - using the Search field shows no data for Distributors but does show data without using the Search field (IT 102656).
• Execute screen shows the admin's data instead of the selected user (IT 102398).

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 crmsupport@fintech.com.

Thank you!

Your Lilypad Team