Outfield Orders To Zapier - Apr 19 Feature Updates
Last week we launched order triggers and actions to our Zapier integration. Now you can both retrieve and create Outfield orders via Zapier to integrate with the other apps in your company tech stack. When creating Outfield orders in Zapier, you may want to take a look at this Zapier tutorial on how to handle line items. Contact us if you would like access to our private Zapier app. We will be launching it to their public marketplace later this year.
We also launched a number of other enhancements. Here are the highlights:
- User level permissions now also apply to mobile. When you edit a team member in the Outfield web app, you'll see a section called Permissions. This section allows you to set permitted features for that team member across all Outfield platforms (web, iOS, Android), such as allowing them access to deals or team activity.
- iOS account prospecting has been improved. Now when you prospect for new leads or accounts on iOS, you do not need to repeat your search each time you add a new one. Instead, it will add it to your places, show a success popup, and then you can continue adding more.
- Android date filtering for deals. You can now filter your deals on the Outfield Android app by created on, date added to stage, and order date. This enhancement will also go live on iOS later this week.
- Bug fix for weekly dashboard pdf reports when you have multiple teams and a large number of KPIs.