Send2CRM Assistant v0.2 Release Notes

Added Current Session Details section to Visitor Information page that provides increased visibility into behavior information. For example, events available to trigger automation in Salesforce.

Added ability to select Personalization Data on the Visitor Information page for display in Insights, so key details are more immediately available.

Fixed an issue where Insights could remain outside window area when resized in overlay mode, making it inaccessible.

Fixed an issue where Insights buttons do not operate correctly when render in popup mode.

Fixed an issue where Insights does not reflect settings changes until page is reloaded.

Improved Salesforce disconnect icon to clarify function.

Improved display of collapsible sections in Insights popup, so information is not missed.

Fixed an issue where activation may need to be performed twice the first time website permissions are granted.

Improved reliability of visitor information page load.