New Feature - "Followers"
- Created ability to Follow records
- Added Filter for Following
- Added Filter by Followers
- Mass Update Following & the the ability to mass add Followers for other users
- Button to Follow a Record
- Internal Reps auto-follow Dealer-Assigned Leads
- Refresh Subpanels on Follow
- Removed previous "Primary User" search functionality in favor of Followers
- Migrated previous data to new Followers functionality
Existing Feature Improvements
- Account Dashboard - Add Previous Year Comparison Chart
- Add relationships between Accounts and Leads for Dealer lead assignment
- Orders Field Display - Added Ship Date field, removed generally unused fields.
- Removed Lead "Primary User" Filter
- Require "User Type" to be set, added to List View
- Improved Account Subpanel Sorting for Quotes & Orders (default sort by Order/Quote Date)
- Leads Detail Layout Changes - Consolidated panels
- Contact Detail Layout Changes - Added "Home" phone
- Unable to filter by Primary User
- Assigned Dealer not autopopulating
- Updated Install Script to preserve Outbound Email Settings
- iOS phonebook phone numbers not syncing (resolved by adding "Home" phone on Contact).
Includes API endpoint changes & cleanup, logic hook code refactoring, and improvements to installation/setup scripts.