Admin-only info on transactions + Better doc previews +More!

Pipeliners: get ready to unwrap some exciting new stocking stuffers that will make your workflow merrier!

More Info field for admin use on transactions: Use the new “Admin More Info” field to store transaction-related information that is for admin-only use (info that must not be shown to agents.) And you can use the “admin-info:” search operator to look for transactions that have a specific value in their Admin Info field.

Store miscellaneous information about your agents and staff: Use the new More Info field on the Add/Edit User page to store optional information about your agents and staff with their Pipeline record.

Delete auto-suggested email addresses: When sending a note to an external email address, you can now delete previously used address that are being auto-suggested.

Fit doc previews to screen: When you preview documents, there’s now a new option to “smart-zoom” so that the document fits your screen’s size better.

And a bundle of other great improvements!