Cosmetic improvements to customer master including more consistency with other apps (e.g. pencil in search screen) and more clarity on the SITES tab to indicate which site is the “head-quarter” or parent customer organization and which sites (the remainder) are “subsidiaries”. Also enhancements to the icons and tooltips in customer contacts tab to make it more obvious what is meant by a client contact being an external portal user, as well as adding the option to invite a customer contact to become a portal user from within the customer record directly.

Improvements to customer activities tab including having similar columns on show by default as leads and opportunities and providing the option to drill down to task details