Enhancements to Custom Objects and Automations
Keith Peiris & Henri Liriani
This week we expanded the functionality of Custom Objects and Automations. We also continued to make improvements to performance and functionality across the app.
Custom Objects
Custom Objects now supports one-to-many relationships and let you define relationships between objects and team members. The agent can also create objects, manage schemas, and set up those relationships for you.
Custom Objects are available on Pro accounts. If you’d like to turn on Custom Objects for your account, reach out to our team.
Preview: For Review
As you set up automations in Lightfield, you’ll be able to decide what should happen automatically and what should be queued for your review or a teammate’s.
The For review page aggregates drafted emails, updates, and new records in one place so you can quickly review and approve what your automations produce.
Automations are currently being tested with a small group of customers before rolling out more broadly. If you’re interested in trying it out, reach out to our team.
Smaller improvements
- Email replies and forwards now have validation to prevent blank sends
- You can now use the WebEx MCP connector
- Tables scroll significantly faster
- Tasks now link to Contacts
If you’d like to see a walkthrough of the new features or catch up with our team, reach out to our team and we'll set up some time.
