Here are the items completed for this release of the web version of Lilypad.
Enhancements
- The Account Actions bubble has been added to the Organization row of bubbles under the web Settings. This row of bubbles is only available to managers who are also setup as an Admin in their Lilypad user profile pages. Account Actions include the following new features:
- Merge Accounts
- Add Accounts
- Update Accounts
- Bulk Account Upload
- Import Account Contacts
- Click the link below to read detailed documentation on the new features mentioned above.
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