Skip to content
Product Updates

May Release Notes 2023

Welcome to the May product updates blog. Take advantage of some great opportunities to become more self-sufficient with your data migrations.

Featured Update of the Month

[General] Added ability to filter source records (!!)

Our team has been grinding behind the scenes, and we're stoked to announce a major update to our platform. Drumroll, please... Introducing the shiny new addition: data filtering! (I'm practically jumping out of my seat with excitement πŸ₯³)

Now, let's get into the nitty-gritty and see how this update will amp up your data migration game.

Gone are the days of hassling our support team to get your data filtered. We're handing you the reins, my friend.

You'll find the data filtering goodness under the Select Object step. Look out for the new filter symbol next to each object. Just click on it, and bam! You can add or edit filters based on what's available. Hit that 'Add Filter' button, and a fresh window will appear. Then, take your pick from the list of options in the Select Property field. Easy-peasy!

See more details in our KB article, and  if you have any suggestions, encounter any issues, or simply want to share your excitement, don't hesitate to reach out to us.

Send us your feedback, questions, or anecdotes by shooting us an email at feedback@trujay.com. We're all ears and eager to make your experience even better!

Knowledge base article:

https://support.trujay.com/filtering

Screenshot(s):

Screenshot_1-png-May-29-2023-03-36-56-5411-PM


Screenshot_2-png-May-29-2023-03-40-08-7348-PM-1


Screenshot_4-png-May-29-2023-03-46-37-6737-PM-1


Screenshot_5-png-2-1

 

[Mapping] [HubSpot] [Salesforce] Ability to add one or more options into picklist(s)

Another huge update 😁 If you're migrating to HubSpot or Salesforce, you can now add values to picklist fields from within our platform! See below for more info.

Screenshot(s):

TRUJAY-17105-mapping-enum-update-target-options-button

TRUJAY-17105-mapping-enum-update-target-options

Video(s):

 


Missing a feature?

Anything you're missing in our product? Drop us a message here to let us know! πŸ’Œ

 

Noah Hendricks

Noah Hendricks

When not knee-deep in his vegetable garden, wrestling with weeds, Noah can be found daydreaming about engaged and happy customers who never have to worry about their CRM because it’s working for them, not against them.

newsletter subscription

Subscribe to our newsletter

Stay up to date. We like to talk about ways to launch, manage and enhance your CRM.

Latest Articles

The Hidden Costs of Manual CRM Data Migration: Why Automation is the Smarter Choice

The Hidden Costs of Manual CRM Data Migration: Why Automation is the Smarter Choice

Discover the hidden costs of manual CRM data migration, from onboarding delays to data mishandling risks. Learn how automation can save tim...

Transforming Marketing Success with ConnectWise and HubSpot Integration: TSL Marketing Experience

Transforming Marketing Success with ConnectWise and HubSpot Integration: TSL Marketing Experience

Read how TSL Marketing enhanced client offerings and achieved recurring revenue through a seamless ConnectWise and HubSpot integration. Lea...

Salesforce and E-commerce Integration: An In-Depth Guide

Salesforce and E-commerce Integration: An In-Depth Guide

Learn how Salesforce for eCommerce can optimize your sales, improve customer interactions, and drive sustained growth with seamless platfor...