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

Enhancements

• Saving filters for Analyze > Advanced Reports (LP 93256).
  • After choosing your filters, you can save a combination of commonly used filters for an advanced report by clicking the Create New Saved Filters button.  Going forward, click the Saved Filters button to select your favorite saved filters.  See the example video below.

• When you create a Distributor Recap in Lilypad web, there's a new Select Distributor Rep(s) button (LP 105560).
  • After you select one or more distributors or groups in the first field, you can select one or more distributor reps in the new field to create a distributor recap that only shows items related to the distributor rep(s).  

• Export a CSV file in Distributor Recaps (LP 105561).
  • This will make it easier for Distributor Reps to read activities, tasks, placements (commitments), and distributor attention notes in a concise CSV file.  You can click the Export Entire Recap button to create a CSV file of all items within a recap or click any tab/category within an export to only export the items within the category.  For example, you can click on the Commitments tab to reveal the Export Commitments button. 
  • There are two ways to view the new Export buttons in Distributor Recaps:
    1.   In Lilypad Web, navigate to Side Menu > Recaps > Dist Recaps > select a recap.
    2.   Email the distributor recap to a Distributor Rep.  When they open the email and click the View Full Report button, the new Export buttons will show in the recap that opens in the new browser tab.

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 crmsupport@fintech.com.

Thank you!

Your Lilypad Team