New & Improved Features
CRM
- Added the Remove All button to the relation tab of the campaigns which clears the contact list.
- The change log elements for entities have been updated to allow multiple fields to be tracked through a single element if desired.
- The desired view can now be changed from the drop-down menu on the element. The fields in the drop-down menu are defined in the system settings.
- Added the possibility to create a module tool for copying surveys.
- An advanced option for mass editing has been added, which increases the amount of different fields users can mass edit.
- Improved internal testing automation processes.
Mass Events
- The mass event registration view has received various updates.
- The search by Account function makes it easy to find attendees.
- The newest registration is always shown first.
- You can also use certain values, such as name or email address, to sort the list view.
- First and last name are now their own columns.
- Mass event survey answers can be saved to the contact.
- When this option is used, selected fields can be filled and overwritten when the contact answers the mass event survey.
- It will be possible to create ready-made templates for registration forms, which can be used to add the desired basic questions to forms as they are created.
Products
- The subproducts are also copied when the main product of the product bundle is copied from a row.
- The management of tax categories has been simplified.
Excel Export
- The Excel export button of the system has received a new look.
- Excel export received performance improvements.
- Custom relation fields will show the name instead of the ID in Excel.
Self-Service Portal
- When OAuth is used, added possibility to prompt users to log in to the Self Service Portal again if they use an old browser session instead of a new login.
Fixes
- Buttons for uploading files are hidden from users who do not have access to the Files module.
- Fixed a situation where the prices from the Pricebooks were not updated on the first save when certain conditions were met.
- Fix package for front page charts
- Clarified the display of information from the back of the relational chart.
- Fixes to stacked charts.
- Fixed a situation where holding the mouse pointer over a chart would display the ID instead of the name.
- General bug fixes to improve the performance of the system.