February 2nd

Multi select field has been added to the template builder.

Multi select field

A month ago, we have added a number field and a user field to the template builder. You can now also add a multi select field to your template!

With a multi select you can select one or more predefined options when creating a company, contact or sale.

Like other fields, this field can be used when adding filters, when exporting your data and importing data through the CSV import or the API.

Adding a multi select field in the template builder.

Other changes in this release

• The funnel stage total balance now correctly changes if you add filters.

• Viewing a company, contact or sale adds them to the "Recently used" list.

• You can now export the data in a user field as names or account-ids. This can be chosen in the export dialog.
• Filters on the linked issues page of a customers showed duplicate issue-types and issue-statuses, from now on you will only see unique options.

• We fixed an issue with disabling Jira user syncing.

• Some customers could not be updated after a field in the template was removed, this has been resolved.

• Exporting all linked contacts of a company would export all contacts instead, this will now only export the contacts that are linked to that company again.