Lilypad CRM - Web Release May 31, 2024

Written By Amjad Amer (Super Administrator)

Updated at May 31st, 2024

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

 

Enhancements

  • On the web Settings > Activities screen, deleted activities and tasks are now moved to the new Archive tab (LP 99689).
    • The Survey Archive shows when an activity/task was deleted from the Settings screen and the email address of the manager who deleted it.

 

 

  • “Learn More” links to documentation have been added to the bottom of Distributor Recap emails to assist distributor reps (LP 96827). 

 

 

  • Percentage complete shows within a goal's progress bar on all screens in Lilypad Web where goals appear (LP 93259).
    • Execute > Goals
    • Analyze > Core Reports > Goals by Action
    • Analyze > Core Reports > Goals by User
    • Exports > Goals > added a “Percentage Complete” column to export files. 

 


Bug Fixes

  • Completed surveys don't show on the Home or Execute screens (IT 99706).
  • Lilypad shows blank screens (IT 101250).
  • Some accounts are geo-coded incorrectly (IT 101336).
  • New Target List goals do not save (IT 99251).
  • Surveys do not save after clicking the Done button (IT 99303).
  • Distributor Recaps do not send after clicking the Send button (IT 99323).
  • An account shows the incorrect Last Activity date (IT 99077).
  • Editing a recurring export unchecks all previously selected users (IT 98921).

 

 

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 lpsupport@fintech.com.

 

Thank you!

Your Lilypad Team

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