Coevera 2.2.0 refines Activities — create a task with a double-click on the Task Board and let winning an Opportunity complete its open Activities — alongside new Reports filters and a faster, more reliable Save.
This release focuses on Activities. You can now create a new task simply by double-clicking the background of the Task Board, winning an Opportunity automatically completes every open Activity linked to it at the same time, and the color coding of completed Activities in the list view has changed so finished work is easy to spot at a glance.
On the reporting side, you can filter Reports by the Last Contacted Date of the current Account or Contact and build a report of Unassigned Leads to help shape your sales-team strategy. A round of miscellaneous improvements fine-tunes the Save mechanism for more speed, fixes a delay in data becoming visible after a record is saved, and restores the missing Close button when viewing an item from the Feed.
What we're proud of
Winning an Opportunity now automatically completes all of its open Activities, and you can create a new task with a double-click on the Task Board background — small changes that cut repetitive clicks out of everyday work.
Filter your Reports based on Last Contacted Date for the current Account or Contact.
You can now build a report of Unassigned Leads, giving you more insight into how to set up a strategy with your sales team.
Please note that some of these features are only available for our Business and/or Enterprise Tiers.
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