Release Notes

Align.ly Lead-to-Account

  • Align.ly Lead-to-Account 1.6

    What's New?

    • Added optional feature to only match Leads to Accounts with confirmed Email Domain(s).

    Bug Fixes

    • Fixed bug related to Contact Owner Realign and Matched Lead Owner Realign.

    Released on December 31, 2022

  • Align.ly Lead-to-Account 1.5

    What's New?

    • Added optional feature to merge duplicate Leads with Contacts based on email address on auto-conversion.

    Bug Fixes

    • No bugs were fixed in this version.

    Released on December 28, 2020

  • Align.ly Lead-to-Account 1.4

    What's New?

    • Added lazy loading to "Requires Confirming" table to improve performance.

    Bug Fixes

    • Fixed issue where scheduled realignment jobs would not run when scheduled if auto-convert was also turned on.

    Released on December 2, 2020

  • Align.ly Lead-to-Account 1.3

    What's New?

    • Added "Align.ly Email Domain(s)" Lightning Component
      • Displays when the "Email Domain(s)" field was last updated and provides a user interface to easily "confirm" that the email domains are correct and/or easily updated the email domain(s).
      • This feature is especially useful for new customers rolling out Align.ly Lead-to-Account for the first time.
    • Added one new out-of-the-box Report
      • Locked Contacts
    • Made improvements to the Align.ly Lead-to-Account user interface

    Bug Fixes

    • No bugs were fixed in this version.

    Released on November 15, 2020

  • Align.ly Lead-to-Account 1.2

    What's New?

    • Added Lead and Contact Owner "Realign" feature
      • Admins now have the ability to run an On-Demand or Scheduled Lead and/or Contact Owner "Realign" job.
      • Options include Matched Lead Owner Realign, Unmatched Lead Owner Realign, and/or Contact Owner Realign
    • Added two new out-of-the-box Reports
      • Accounts with Matched Leads
      • Accounts with or without Matched Leads
    • Added two new Report Types
      • Accounts with Matched Leads
      • Accounts with or without Matched Leads

    Other Minor Updates

    • If a Lead is eligible to match multiple Accounts, the Lead will match to the Account with the earliest Created Date.

    Bug Fixes

    • No bugs were fixed in this version.

    Released on August 16, 2020

  • Align.ly Lead-to-Account 1.1

    What's New?

    • Added native support for scheduling Align.ly Lead-to-Account.

    Other Minor Updates

    • Enhanced out-of-the-box reporting
    • Minor UI improvements

    Bug Fixes

    • No bugs were fixed in this version.

    Released on May 25, 2020

  • Align.ly Lead-to-Account 1.0

    We are live with Align.ly Lead-to-Account 1.0!

    Released on January 14, 2020