Release Notes 4.19.2017

What’s new in FrontSpin?

1) List/Playbook/Step Information On Contact Pages + Move To/Remove Actions

Now users can see which List(s)/Playbook(s)/Playbook Step each contact is in, as well as have access to Move/Remove actions on the Contact Page:

Playbook Info on contact Page

2) Page Layouts

Now Managers/Admins can customize the layouts/order of the fields on the left-hand side of the Contact Page for each user.

To do that please click on the Settings => Your Organization => Layouts => Add Layout

Layouts
From this screen, users can create new layouts, delete old ones, edit current ones, etc.

After clicking “+Add Layout,” the user can give the layout a name and is able to add any of the fields Mapped to the left-hand side of the Contact Page and then move them up or down by simply dragging and dropping:

Customizing Layout FrontSpin - SDR
This feature is available for the 4 Salesforce objects: Lead, Contact, Account, Opportunity.

Created Layouts then could be assigned to users under Settings => User Settings => Users => Layout. Each user can have a separate Layout:

Assigning Layout to the User FrontSpin

3) Read Only Fields

Now it is possible to define Read-Only fields in FrontSpin by clicking the “R.O.” checkbox next to field name under Layout Set Up.

FrontSpin Read Only Fields

 

Updated on May 9, 2018

Was this article helpful?

Related Articles