General Improvements

  • The following fields can now be targeted by field tags:
    • Relationship Search
    • Spread Over
    • Prepayment Option
  • We've added two new Delivery to Promise Andi Skills:
    • The Delivery to Promise: Deposits Andi skill creates awareness for the RM around previously projected deposits and what has since been delivered. When the relationship attached has a previously priced Closed Won opportunity, the skill displays a summary tag comparing previously projected deposits (new and existing) against delivered deposits (maximum deposit balance since last priced opportunity)
    • The Delivery to Promise: Relationship ROE Andi skill creates awareness for the RM around previously projected If We Win ROE and how the relationship has performed since. When the relationship attached has a previously priced Closed Won opportunity, the skill displays a summary tag comparing the prior If We Win ROE against the current Existing Relationship ROE

 

Andi Skills Manager

  • Improved the email body editor in the Alerts and Notifications Blueprint
  • Fixed error alert notification appearing when skills installed from another organization generated errors
  • Fixed deposit tag duplication in Alerts and Notifications blueprint
  • Fixed deposit tag display issues in Alerts and Notifications Blueprint.
  • Fixed a bug that caused field tags to be unable to be placed on Rate Type field 
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