We’ve added new functionality to the shortlist feature and made a number of shortlist related quality of life improvements.
Add records to shortlists that have been shared with you 🥳
Previously, you could only add records to your own shortlist. This was a little prohibiting for teams that wanted to work together using a shared shortlist
Choose who can manage your shortlist
We've created a user-level permission setting so you can choose which of your team can add, remove or qualify records in your shortlist
Enriched shortlist views 👀
Further data fields added:Contract Value Document Type Timestamp to show when the record was shortlisted and by who
Request access to other shortlists owned by colleagues
You can now request access to non-private shortlists in your organisationShortlists can be made private on creation or by amending an existing shortlist
Stay in the loop with notifications 🧐
Avoid missing out on important actions being made by your team. For example, you'll receive a notification when someone adds a new record to a shortlist you're associated withWe'll be building on this functionality in the near future by adding more notifications and the ability to communicate with your team in-app using mentions!
See who you've shared records with
We’ve made a number of changes to the Shared Releases page. This page would previously only show the records that have been shared with you
More of a visual learner? Here's a short (6 minute) video to take you through the changes