Change Log 2022-11-09

Account Trees dramatically improved with 3rd generation of new features.

Shem Bogusz avatar
Written by Shem Bogusz
Updated over a week ago

New: 3rd Generation Account Trees part 1

Account Trees have been a powerful tool in the arsenal of Calxa for many years and with small changes throughout and a 2nd generation overhaul in 2019, it was already an impressive tool set. But we've listened to your feedback and put together a swag of new features and flexibility to bring you the all new 3rd generation Account Trees.

We will be publishing this generation over two key releases with part 1 in this release including the following features and improvements.

  • Improved editing experience with advanced view options including search, filters and other bulk actions.

  • Multi-select checkboxes for accounts and account mapping that doesn't entirely rely on drag and drop.

  • Edit Account Trees at the Workspace level including across multiple organisations.

  • Insert your own custom calculated rows.

  • Improvements to hiding accounts and handling new accounts.

  • Export and Import your Account Tree including structure and account mapping.

For more information on these new features check out our earlier blog post Unveiling Third Gen Account Trees or 7 Uses for Advanced Account Trees for some examples of how to use them.

You can also join us for the product update webinars on the 10th and 17th of November where we'll take you through the new features (recording below).

Improved: Business Unit Trees

Business Unit Trees were used as a starting point for the interface on Account Trees however we have been able to incorporate a number of improvements based on customer feedback.

To keep both the Account Trees and Business Unit Trees experience consistent you'll note there are some minor tweaks to the Business Unit Trees interface. The biggest of which is the new tree selector which now includes a search option and an organisation filter to help you find trees in a long list. This will be particularly useful for workspaces that contain multiple unrelated organisations where you might have a list of trees for each organisation.

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