Livespace changelog

• Adding, editing and downloading spaces
• Adding and editing products

• prevent users and managers from exporting people and companies’ data from lists or contacts, deals, tasks, or spaces profiles
• enable the option of wiping personal data after the permanent removal of a person’s profile
• view the history of all generated exports

• display and refresh the history of phone calls and the status of adding a note
• displaying error messages in case they occur

• ability to group cards with the same parameters
• ability to copy the targets and results card with its parameters
• possibility to edit the parameters of many cards at the same time

• The ability to link a file template to a task
• Links between tasks and calendar (redirection, default filters)

• Import of groups and additional fields
• Grouping and the space visibility settings

• possibility to add, delete and unblock users

• The ability to handle additional fields as variables in an e-mail message
• Email templates statistics
• Examples of e-mail templates and sequences

• ability to pay for new seats at the end of the month
• EUR and USD currency support
• possibility to suspend or remove the user with a delay
• ability to change the package yourself

• separate view with all email sequences, along with a progress bar
• the ability to add variables to an email sequence template

• information about the status of sending emails

• settings now available in plugin
• adding and saving tags
• description form available
• forms available directly from the plugin
• integration with the new LinkedIn layout

• The layout is automatically resized to match the device’s resolution (responsive web design).
• All the information in Livespace is now displayed in a clearer and cleaner manner. The alterations include the change of colors, stronger fonts, and better contrast of the Livespace elements.
• The icons of the main Livespace sections, as well as those of the task types, have been updated.
• The header height has been reduced.
• We’ve redesigned and simplified the Livespace logo.
• The default contact and space avatars have been changed.

• New post filtering methods available on walls, quick team selection, and adjustment of filters in accordance with individual Livespace settings.
• Activities on walls are now visually different from other types of notes. Also, we’ve added an activity grouping option.
• You can now define the date while adding a note.
• New ways of showing the most important activities on walls, including special notifications when, for example, a deal is won or when a new member joins the team.

• Information is now filtered in a new way (it’s easier now even if you have a number of different filters).
• You can find available filters by entering a string of characters
• Clearer labels indicating which filters are on.
• Saved filters is now a separate element on lists.
• Information sorting methods have been simplified and we’ve changed the number of elements on lists.
• The number of views has been reduced but at the same time, current views are more customizable.
• The sum of results on lists is now always present in the left column.
• The list operations are more powerful now. You can apply it to all the elements that meet your criteria (not only to those elements that are currently visible in the selected view).
• Information can be exported now to a CSV file.
• In the case of an empty list, you will see a notification that will allow you to add a new element to the list (a person, company, deal, task, or space)
• Livespace now remembers the settings of sections that have been hidden in the left column on the list.
• The column view is now wider (the left column is not visible)
• By default, if you select a filter from the left column, other filters are automatically cleared. If you do the same holding the CTRL key, other filters will be retained.
• You can now edit or remove an element directly from a list.

• Forms used for adding people, companies, deals, and spaces have been redesigned.
• You can add multiple website addresses on profiles of people and companies.
• A patch fixing issues with adding tasks at a specified time has been introduced in the new task form.
• Selecting people, teams, and contacts as task attendees is now more comfortable.
• When you’re adding a task to a list, the date is now automatically set based on the active tab (for example, “today” or “tomorrow”).
• User forms can have additional fields now.
• The data in Livespace can be updated through integration with Przeswietl.pl.

• Permissions to delete/edit contacts and deals can now be changed independently.
• Removed users can be shown in filter settings on lists.
• You can restrict permissions to import contacts.
• Permissions for users to add email accounts on their own can also be restricted.
• The new role of Administrator has appeared in Livespace so managers have now limited access to the Account settings.
• New users can only be invited by the Administrator in the Account settings.
• Inviting is much more comfortable now. You can define a particular role of the invitee (user / manager / administrator) at the time of inviting them.

• Inviting users and granting access to deals, spaces, and tasks has become more comfortable (now you can invite a whole team).
• Access requests are now available in a separate section.

• The statistics summary is available on the Dashboard provided you work on a wide screen (a 3-column view).
• Pie charts have been introduced for open deals. They include Stage, Category, and Owner. Filter options have been changed.
• The effectiveness analysis for each deal stage is more robust now, also shows particular sales actions. We’ve also introduced a new tab: Effectiveness.
• The finances chart has been redesigned.
• Activity statistics have become more comprehensive. There’s a short summary of changes in activity indicators with an option to filter and analyze the data from the chart.
• The new Ranking tab displays a list of the most effective people in a team who are evaluated based on the number and value of the added deals. The feature is available to the managers only.

• The scorecard creation process is now simpler as the number of the main scorecard criteria has been reduced and additional parameters have been added.
• We’ve added an option to use a numeric value from deal’s additional field as an evaluation criterium in a scorecard.
• We’ve also added an option to use a numeric value from an income additional field as an evaluation criterium in a scorecard.
• You can add the same scorecard criterium several times with different parameters.
• Scorecards for teams are available now.
• You can remove a single scorecard as well as multiple scorecards of a user at once.

• You can define task templates for companies, people, and spaces (previously, task templates were available for deals only and were called After-sales tasks).
• You can enter a description for a task template.
• You can also define task types in a template.
• You can add tasks from a template on profiles and via list operations.

• You can now import contact source, tags, owner, mobile phone number, and fax number.
• You can export information from a list, along with the API ID for a future import.
• You can import information using the APID ID and update data in Livespace based on this field.

• There’s a new section in Livespace grouping user’s personal settings.
• Notification settings have been moved to Profile settings.
• Email account settings have been moved to Profile settings (visibility of this option depends on user’s privileges).
• Settings regarding managing your own imports have been moved to Profile settings (visibility of this option depends on user privileges).

• You can now add tags before they are used for the first time.
• Quick filtering by a string of characters on lists in Settings.
• Profile settings are now independent of Account settings.
• The account extension section is independent of Account settings.
• You can now change a currency symbol.
• The Users section has been moved from the contact list to the People and teams section.

• The default sales process for new accounts has been changed.
• A Target and Result Scorecard for the account owner is created by default.
• The account creation wizard is now more intuitive.

More deal filtering options – activity filters in the sales process.

Users with Livespace contracts can add new users in a more comfortable way.

API changes.

• Notifications and recurring tasks.
• You can tie tasks with multiple elements simultaneously.
• We’ve added task statuses.