New and improved features
CRM
- The new announcements feature allows admin users to create announcements that are displayed at the top of the CRM system.
- Announcements can be displayed to all users or selected reporting groups.
- Announcements can be displayed everywhere in the system, but visibility can also be restricted to a single module.
- Admin users can select desired colour to the announcement, add links and schedule the visibility of the announcements. Read more in the guide Announcements.
- The UI of the mass event registration and answer tabs has been updated to improve user experience.
- The readability of messages that contained styling scanned by the Mail scanner has been improved.
- Added a new settings tab to the frontpage element grid view. These settings allow users to better customize the grid view to suit their needs.
- Campaign mailing lists can be sorted by Accounts.
- The number of responses to a survey can be displayed in the frontpage charts.
- Module tool names can be translated using global translations.
- Revised user interface for the communication tab of contacts to improve user experience.
- Support for the Contracts2 module to frontpage graphs.
- Possibility to create document templates that use mass event registration data.
Self-Service Portal
- Member joining form now supports single page detail view if there is no need to select organization or product
- Field help settings in donation and membership forms allow users to give more guidance inside the forms. These settings also support translations.
- Simplified the mass event registration confirmation message to state that registration was successful.
- Possibility to translate member joining form block titles via settings.
- If fields in member joining form have pre-determined default value like current date, it will be visible in the form.
Fixes
- A situation where the quick filter set for a single day did not work in cases where the date format yyyy-mm-dd had been set for the user in the settings.
- A situation where the yyyy-mm-dd time format could not be used for scheduling mass mailings.
- Minor fixes and improvements to various frontpage elements.
- General fixes to improve system performance.
Instruction updates
To reflect the changes in the update, we have also updated the following instructions: