Files and notes on team member profiles

New3

• NewAdmin

  Files and notes on team member profiles#

  Attach several files to a team member and add internal notes while you create or edit their profile, so documents and details stay in one place.

• View move files in the browser. A View button opens a move's files right in the browser. Sales

• Gmail syncing restarts on its own. If Gmail stops sending updates for a connected inbox, MovePlnr renews the connection on its own so new email keeps arriving. Inbox

Improved2

• Date presets and landing pages in the Attribution report. The Attribution report adds quick date presets and a drill-down by landing page, and marketing tools have their own section in the sidebar. Marketing

• Partner details show the discount. A customer's partner details show the partner's discount amount instead of contact information. Sales

Fixed3

• Google Ads connection works again. The Google Ads connection works again after Google retired the older version of its API. Marketing

• Send an estimate right after adding a last name. Adding a last name in the send estimate window no longer needs a page refresh before the estimate sends. Sales

• Email attachments download. Documents attached to emails in the CRM download correctly. Inbox