IF3 Release 3.72 is here and it is filled with further improvements on newly released features based on your feedback. Our development team has worked hard to tailor-fit the features based on the information that was provided and topped it off with additional features. Check out the release notes for InvestorFuse IF3 Release 3.72.
✨ Enhancements for Premium Plans
Push To – We decided to improve this new feature in a way that will be less confusing for the users! When a Push to option is selected, it will automatically hide the actions so that it won’t confuse users to select other options (Because they no longer need to!)
Click here to learn more about Push To automation
🔥 Enhancements for Pro and Premium Plans
Users and Roles – We have updated “Team Users” to Users and Roles! Within the Roles tab, you can now create custom team roles where you can restrict certain actions from agents. This will allow your team to focus better on their specific tasks instead of being confused about what to do next. We plan to improve this feature more in the coming updates, you’ll have more options to control their access permissions so they can only access what they need to.
Click here to learn more about Users and Roles
Templates – This is another improvement for a newly developed feature. You can now add tokens in your email and SMS templates, and not only that, but we also added tokens for all the opportunity fields!
Click here to learn more about Templates
👍 Enhancements for All Plans
Email attachments – This feature has been one of the oldest requests by users, and we have finally finished and rolled it out! You can now send and receive file attachments in emails within IF3!
Click here to learn how to send emails
Tracking number display – If an opportunity comes in via any tracking number, it will now show up on the opportunity info page!
🛠️ Bug Fixes for All Plans
ICS Invites without phone number – Appointment invites would sometimes not have the Opportunity phone number included in them, this is now fixed.
Old Tasks UI error – When we made an improvement to tasks that allowed users to add descriptions, it created a bug for old tasks to look like it loads forever when opened and edited. We have fixed this and should no longer occur.
Groups cannot be sorted – There was an issue reported regarding Groups not being able to be sorted, this has been rectified.
Can’t change the offer amount – We fixed an issue when users made changes in the offer amount on the Offers/Contracts page, it did not reflect in the actual offer amount on the actions page.
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