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Business card scanning and portal power-ups.
January adds QR scanning of business cards, trackable opt-outs, round-robin support assignment and a series of portal and App Builder improvements.
New in January 2024
9 updates shipped this month.
Business card scanning
Scan business cards from the contact form to add new contacts automatically.
Contact managementTrackable opt-out fields
Opt-out fields on contact and CRM cards are now tracked, giving insight into communication preferences.
Sales CloudRound-robin assignment in Support
A new Support setting distributes tickets evenly across the team for balanced workloads.
Helpdesk CloudCustom text color in Email Marketing
Pick any text color in the email editor with a color picker for personalized, appealing emails.
Email marketingAnonymous voting in Discuss
Anonymous polls in Discuss channels encourage open, unbiased participation.
Social collaborationMobile app login for portal users
Portal users can now sign in through the mobile app for flexible access on the go.
Bypass permission checks
A new App Builder option lets portal users skip specific field permission checks where you allow it.
App BuilderPortal support for stat buttons
App Builder statistics buttons now work in the portal and populate default values correctly on new records.
App BuilderProcess management in the portal
Access and manage processes directly in the portal view from one central, user-friendly place.
Customer portalKeep exploring updates
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