NetHunt’s Changelog

When creating a workflow, you'll now be prompted to add:

• tags — to categorize and filter workflows quickly;

• description — to leave notes on what the workflow does or how teammates should manage it.

Permissions

• Users with "Can access and manage workflows" can add/edit tags and descriptions.

• Managing the tag list is admin-only ("Manage workspace" permission).

• Admins can also enable Presets only mode to prevent users from creating new tags and keep them standardized across the team.

The following data is synced:

• records from CRM folders;

• activity history events (calls, chats, comments, files);

• email campaigns and related events.

Now, if you have access to such a field across all selected records, it will:

• remain available when creating a campaign;

• be usable as a recipient field;

• be insertable into emails as a macro.