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ChangelogPage subtitles say whose records you are looking at

Page subtitles say whose records you are looking at

The line under a list page’s heading now tells you something the heading doesn’t. It states which records the list shows for you:

  • Users: everyone in your organisation, or only the people in the reporting line you have selected.
  • Finances: every quote and invoice in your organisation, or only the ones you are a party to.
  • CSAT: every survey response, or, for vendors, only the responses from your customers.
  • Proposals: every proposal. Experts see only their own, drafts included. Customers see only the proposals experts have sent on their requests.
  • Satisfaction (customers): only the responses you submitted.

Experts: the bid pool says how it is ordered, with the soonest bid deadline first and leads with no deadline after them.

Lines that only repeated the heading are gone from Notifications, Notification preferences, Settings and the customer project workspace. On the admin dashboard, the “before going live” reminder appears once, in the configuration gaps panel.

Admins: the setup checklist page is now called Setup checklist, so it no longer shares the name “Platform setup” with the admin dashboard.

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