Table of Contents

Changes & Updates

CRM

Possibility to register multiple persons in the same event as a group.
- A group will only be added if there are enough spaces left for everyone in the group.
A new module tool for merging entities has been released.
The new dashboard feature Whiteboard gives users an option to make a planner on their home page.
Updated Create Entity tool copies rows from the source.
Dynamic field formulas will run when invoices are created for mass events and single recurring sales orders.
Entity change log shows name instead of ID.
In the spaces module contact_id can be used with target groups.
In the entity change log the changes made by background tasks are marked with a robot icon.

Possibility to send and receive SMS messages via Contac Center.
Included a default recording that plays if the agent assigned to the number called is offline.

If the customer has scheduled custom procedures in their system, these are now moved under the scheduled tasks.

Fortnox
- Added support for project information in invoice rows. Projects must exist at Fortnox before use.
Kivra – Initial launch
- Daily processes for contact matching and sending invoices.
B2B electronic invoices: Added configuration to ALLOW mixed VAT rates together with rows that have VAT of 0%. In these cases, the EN16931 label is removed.
Added logic to cut information from Finvoice if it exceeds certain MAX length information.
- Maventas schematron validation still applies for all electronic invoices.

Added a new field to contact to indicate that decisionmaker doesn’t exist anymore at Alma

The situation where in some cases the dashboard chart gave a “no permission” notice when the fields of the product were used as the condition.
The situation where in some cases list did not load when the list was linked to a custom field for which the user did not have permission.
- From now on, the data that the user has permission to view will be uploaded to the list.
The situation with dashboards where in some situations an error occurred when using the “Show only my reporting group” option.
Filter situation where in some cases potentials as conditions broke the list where the condition was used.
The situation where users with proper permissions in some cases could not read emails created by other users.
The situation where in some cases row-level owner fields were overwritten with the sales order owner field after the second save.

Fortnox: Issues with NULL values in some fields.
All electronic invoicing channels support more precise values in the tax calculation where certain discount percentages have caused problems in the past.