Changes & Updates

CRM

• In filters, if the relation module is removed by the user, the fields, conditions, and KPIs used with that module are removed automatically after the user confirms the action.
• Pricebook management support is added to V2.
• More modules are now supporting the mass edit in profile settings.
  • Checkboxes in profile settings can be used to allow mass edit in available modules.
• More modules now support Excel export.
• Accounts received hierarchy visualization functionality.

Triggers

• Triggers can use the CC field option to target if the selected module has the CC field available.
  • When adding the email trigger to the mass events, if the CC field can be used as a target the “Field” is selectable in the dropdown menu.

Helpdesk

• This module now supports the CC address field.

Self-Service Portal

• Added a setting where external links can be limited to certain profiles.
  • If the setting is left empty, links are available to all profiles.

Email API

• Mailings summary now shows the subject of the email instead of just the tag and date.

 

Integrations

InvoiceSender

Netvisor

• Added possibility to match credit invoice with the original invoice.
  • Requires an additional matchcreditnote.nv resource in Netvisor is granted for API user of CRM service.

Maventa

• Added support to send partially paid invoices.
  • Partial reminders and pre-paid invoices.
  • Disabled by default as this should be noticed in the PDF template of the invoice.

RI-message handling

• Added support to handle DELETE-messages correctly if the originating SI-message has been changed during the usage of the service.

CRM to JSON export tool

• Added support to merge all downloaded PDF-files into single PDF.

 

 

Bug Fixes

• The module tool for creating activities saves the activity without errors even if the contact ID is empty.
• Relation fields to show work properly in all modules.
  • Previously opening file relations caused errors on data fetch if the module was not supported.
• Sharing front pages with reporting groups is working properly.
• Ctrl + mouse clicking link combination now opens tab correctly.

Triggers

• Triggers have received multiple bug fixes and performance improvements.
• Fixed an error where the mass event trigger for 1 day before was not working correctly and sent the message 2 days before.

Dynamic Field Formulas

• Fixed a bug where dynamic field formulas on save did not run with the mass edit.
• Fixed a bug where dynamic field formulas did not set empty values on fields.
  • Now empty or null values from formulas clear the field.
• Row.status is now working with dynamic field formulas.

Mass Events

• Contacts who have canceled their registration no longer receive information about the event.

Self-Service Portal

• Member’s event role is no longer deleted when registration is canceled through the member portal, eliminating the need to add it manually if member rejoins the event.

REST

• Create inventory module entity tool no longer produces error in mass events if a survey is added to the mass event.