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