General Improvements
- Portfolio Email Notifications skill now available in the gallery
- New skill versions available for Rate Floor - Warning, Escalated Approvals - % Under Target, Stale Pricing Date, and Stale Close Date. These new versions contain the data necessary to be included in the Portfolio Email Notifications skill
- Fixed a bug where custom options were not appearing for skill configuration fields with application lookups
- Added multiple improvements to our email capabilities:
- Multiple recipients can now be included within a single email
- The To, CC, and BCC recipient lines can all be utilized
- Added the ability to configure the Reply To email address instead of the generic Andi email address
- Emails can now aggregate opportunity information based on last save for a configured frequency
- Emails can now consolidate multiple skill emails within a single email with aggregated opportunity information
- PDFs and other reports (png, gif, jpg) can be attached to a given email
- Email formatting can be fully customized; templates for Email Power also included
- Added the ability to track and log email activity, open rate, and click rate
Andi Skills Manager
- New Dashboard available for Skill Email Usage
- New Email Log page within the skill page
- New Email Whitelist to manage email domains used in skills within the Admin tab