🚀 New Features
Account Sorting & Paging
- Section setting modal improvements
- Added sort accounts by name or amount
- Added show max accounts with a few options including 5, 10, 25, or none
- Added default account setting for new users: Sort by amount, Show 10 accounts
- Added ability to expand or collapse hidden accounts
Pin Account to Top
- In addition to sorting and paging accounts, users can ‘pin’ an account to the top of the list
⚠️ Changed Functionality
- Show tooltip on hover over of full account name
- Added new & improved tours for new trial signups
- Restart tour from Support menu starts the new & improved forecast tour
- Removed legacy placeholder option from new item (advanced)
- Hide excluded accounts from Item modal
- General forecast user interface improvements
- Change video to redirect to YouTube on welcome screen (Import Wizard)
🔧 Fixed
- Copy Scenario to Forecast - access denied for everyone
- Changing Auto Forecast setting goes to sync tab in wizard
- Account settings modal not opening for some accounts where description contains quotes or other non-escaped characters
- Some accounts bumping to multiple lines for UK currencies
- Overflow scrolling with long account names in Account Mapping screen
- Quick date showing original due date in the calendar
- Account settings modal not lining up with element sometimes
