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
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