Update 2.2.2023 at 17-18 (EET)
CRM
Filters and listings
- Thousands separator is space on KPI numbers; Also numbers on fields are shown with space as thousand separator
- Quick Filter usage made quicker
- The go-button is removed. The selections made by the user update the list automatically
- The date selection opens again as a picklist
- Kanban shows all entities; The limit 20 is removed
- Navigation in filters from the list to list is improved
- Related list of over 20 entities allows opening all the files; without clicking to the next page and back
General usage flow
- Module tool gives notice after usage; Some of the module tools are run in the background and now it is more visible to the user that the work is started.
- Entity Selection Pop-Up fields are as default the same as in the Default list on filters; Campaign, Spaces, Files, Vendors, E-mail templates and Mass-Events
- Entity relations showing the correct module
- Navigation from the menu using CTRL+left click opens a new tab
- Default currency comes from the user settings to row-based entities
- The product can have many relations to Accounts; Behind the Product, users can add accounts related to the product.
- The file can be uploaded thru the file field to the CRM-system
Other
- Module tool parameter supporting _id endings; example: cf_contact2_id
- Mass-invoicing dynamic field formulas including ID-types is supported and run
- Reports has new way to do counting: Distinct
- General fixes; improvements in performance and security
Self-Service Portal
- All the currencies are supported as in CRM-service system.
- Contact editing via Sales Order
- Updating Sales Order with new products
Invoice Sender
- Bug fix on using two reminder channels
- JSON invoice data connection to any SFTP site
Netvisor Connector
- Support to deferral accounting
New Connectors:
- Billecta; Built to support Autogiro invoicing
- EmCe; Moves the Invoice data from CRM to accounting purposes