Here are the items completed for this release of the web version of Lilypad.
Enhancements
- “Account Not Found” has been relabeled to “Add New Account” and accounts that have been manually created in the web now include latitude and longitude so that they can be found on the Lilypad account map. This is the same functionality as the “Add New Account” feature in the Lilypad CRM mobile app (LP 93153).
- Click the “Log Action” button in the upper right corner to start a new Placement or select an Activity or Task that requires an account to be selected. On the “Select Account” screen, you'll see the new “Add New Account” button.
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