2024-10-03 October Release Notes

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.
2024-06-06 June Release Notes
2024-08-01 August Release Notes
2024-09-05 September Release Notes
2024-10-03 October Release Notes
Combined Shape