2024-01-04 Query Builder Filters

  • This change log documents the modifications made to the Query Builder filters, outlining both the removal of certain fields and the addition of new ones.
  • These changes aim to enhance the functionality and user experience within various modules, including People, Companies, Approvals, Lists, Admins, Calls, Messages, Subscriptions, Transactions, eMandates, Finance Documents and Campaigns.

Removed Fields

  • People
    • Public ID
    • Employer Previous Name
    • Full name
    • Age Join
    • Nickname
    • Contact Fax

  • Companies
    • Public ID

  • Lists
    • Date Created
    • Date Modified
    • Days (ago) Created
    • Days (ago) Modified

  • Admins
    • Entire module
      • Notes: Added Admin (Dropdown of users) to Approvals

  • Calls
    • Is Call Outbound
    • Callback Time Code
    • Recording Description
    • Recording Location
    • Recording Name

  • Messages
    • Reply Email Address
    • IS reply from Admin
    • API ID
    • Reference
    • Event ID
    • IP Address

  • Subscriptions
    • Public ID

  • EMandates
    • Branch Codes

  • Transactions
    • Transaction Unique ID

  • Finance Documents
    • Document Counter
    • footer
    • message
    • Type
    • Unique ID

Added Fields

  • People
    • Date Address Details Modified
      • Description: Timestamp for any address fields (Country, Region, Municipality, Address Lines, and Postal Lines) changes via API, Automation, Workflow, or Manual.
    • Date Contact Details Modified
      • Description: Timestamp for any contact fields changes.
    • Date Details Modified
      • Description: Timestamp for any field changes on the record.
    • Date Last Engagement
      • Description: Date of the last email, SMS, WhatsApp, outbound call, or Workflow interaction.
    • Date Status Modified
      • Description: Date the record status was updated.
    • Source of Record
      • Description: Dropdown field indicating the source the user came from.

  • Companies
    • Date Address Details Modified
      • Description: Timestamp for any address fields (Country, Region, Municipality, Address Lines, and Postal Lines) changes via API, Automation, Workflow, or Manual.
    • Date Contact Details Modified
      • Description: Timestamp for any contact fields changes.
    • Date Details Modified
      • Description: Timestamp for any field changes on the record.
    • Date Last Engagement
      • Description: Date of the last email, SMS, WhatsApp, outbound call, or Workflow interaction.
    • Date Status Modified
      • Description: Date the record status was updated.
    • Source of Record
      • Description: Dropdown field indicating the source the user came from.

  • Approvals
    • Admin
      • Description: The administrator who approved the Approval and is associated with the record.
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