New & Improved Features
CRM
- Possibility to set a user-specific date format in the settings, allowing each user to see dates in their preferred format.
- The possibility to use specific parameters in the module tool to filter which rows are invoiced. This allows partial invoicing of sales orders/quotes.
- Dark mode preview to email editor to make it easier to check that emails look good in both light and dark modes.
- Default start date for invoicing projects is now first day of the previous month instead of being the oldest non-invoiced entry.
- The start date is always displayed when creating an invoice and can be changed if necessary.
Dashboard
- Possibility to add button links to the front page for easier navigation.
- The user interface of the dashboard view has been improved to make it easier to manage elements, and editing the settings of individual elements no longer requires switching to edit mode.
- Added quick view and display of the number of the entities in the whiteboard so more information can be reviewed with ease.
- Frontpage graphs can be used to fetch information from Vendor and Spaces modules.
- Frontpage graph drilldown Excel improvements to make data easier to read.
Event management
- Improved UI for the mass event registration forms.
- Possibility to hide repeating info via settings in mass event registration forms used for group registrations.
- For example billing and company information can only be gathered from person doing the group registration.
REST
- Spaces module received relations to Contacts, Accounts, and Organizations.
Fixes
- Issue where relation fields were sorted by ID instead of the name.
- Issue where sub-event row orders could not be changed by users.
- General improvements in E-sign error handling processes.
Deprecated functionalities
The legacy CRM service interface (Legacy) will be permanently deprecated on June 30, 2025. This means that the old version of the CRM UI for basic users will be removed and cannot be activated in the settings. Functionalities such as admin user settings, target groups and reporting will remain unchanged.
Instruction updates
To reflect the changes in the update, we have also updated the following instructions: