Please note if you are having any trouble updating your App you will typically see 3 scrolling dots. Refer to this article to resolve that issue.
- Added support for Token Based Authentication (TBA) for Enterprise customers. TBA allows you to sign in securely using roles that would typically require two-factor authentication (2FA)
- Admins - click here to learn how to set up TBA for your org
- End users - click here to learn how to sign in with TBA
- Added SSO based login with support for SAML 2.0 based IDPs including Okta, Onelogin, and Azure AD for Enterprise customers*
- To set up SSO for your org click the chat icon at the bottom right and start a conversation
- Added ability to auto search transaction records based on 5 digit numbers in subject
- Optimized Search
- Fixed an issue with Opportunities not getting fetched with partial title search
- Fixed caching issue while searching Job records.
- Other minor fixes.
*SSO login is currently available only on Windows devices