Support for the Calendar Year format for column grouping on Forecast View. This option is available on Grid Wizard page 3 under Forecast View Options.
Grid, Grid Wizard
Support for configuring Manager filter options on Grid Wizard page 3:
There’s a new Record Ownership option called Manager’s Records. When selected, the grid will display records where the current user is the record Owner’s Manager. The Manager is specified in Setup under the User detail.
There’s a new Filter by Field option called Owner.Manager, which supports literal and dynamic formula values. See the Filter by Formula section in the User Guide for supported formulas.
Grid
Usability improvements on mobile.
Grid
Display all validation messages when more than one record encounters an error.
New Everest Training Series
We are excited to announce the latest in customer training for the Everest Platform. Starting June 5, we will begin offering daily, 30-minute training sessions on the core modules of the Everest Platform detailed below. Led by our email experts, each of these short sessions will provide an overview of the module’s capabilities, allowing you to ask questions and ensuring you get the most from your Everest subscription. Whether you are new to Everest, or an experienced user who isn’t taking advantage of all it has to offer and would like to learn more, this training series is for you!
