Table of Contents

Changes & Updates

CRM

User fields can now be used in quick filters.
Automatic browser translation is now disabled so fields like names etc will no longer be translated automatically.
In mass events, there is now a possibility to get an Excel export of registered participants.
Added a new module tool that can create entities.
Mass invoicing will automatically fetch data from the account bill fields.
From now on Target Groups can be linked to the Payments module so the tasks in Payments can also be scheduled.

Emails

Added a show data component to email that links to the email template which is used.
- When mail is sent by module tools, the component shows what the user has written and links to the template used.
Emails now support embedding videos.

Mass mailing

Mass mailings can now be scheduled.
- Note: scheduling makes the mailing no longer editable until it is unscheduled.
Contact relation is going to be added to the mass mailing delivery error list, making it possible to move straight to the entity to fix the reason for the error.

User Experience

We have improved the user experience with the list view by making the list view more compact so that users can easily use scroll bars to view all available data in larger lists.
Improved UI by making the ticket discussion field larger, so more comments can be seen at once.
Notifications of things like you have no permission etc. are now blue instead of red so they can be distinguished from error messages.
There is now an option to hide the hours in the project that are no longer active, which will improve the readability.

Fields

Multiple new fields are added to the system to improve the usability of the modules.

Invoice

Payments

Payments now have Source Reference Number, Booking Date, Payment Value Date, and Payer fields.
There is now also support for Virtual Barcode to make the payments and targeting invoices easier.
- To use this feature in your templates please contact our support team.

Organization

REST

Entities schema has received a field update where Name and Internal Type were added.

Contacts and Accounts modules now support uploading and viewing attachments.
The newsletter archive will show a notification in the email template detail view if the links are not working.

InvoiceSender

Improved performance if a massive number of invoices ends up in failure.
Billecta: Added support for delivery method Kivra
Procountor: Added possibility to hardcode invoice VAT status based on Billing Company.
- Previously this was only available at invoice level.
To prevent duplicates we have added 4h grace period within the same invoice can’t be successfully sent to the same target.

HubSpot

We have released real-time company & contact synchronization from CRM to HubSpot.

Fixed a bug where the relation field sometimes showed the ID instead of the relation’s name.
Fixed a bug where a quick filter was showing 0 as a value.
Fixed a V2 bug where product tax class selection did not work if the tax percentage was 0.
Triggers email template received a fix so now the triggers work as intended instead of supporting just the last comment.
Improved UI by fixing an issue with the dynamic field that left lots of empty space when hidden fields were present.
Fixed a bug where front page elements did not work correctly when grouping by week.
Fixed an issue where the Alma button did not work correctly when using Firefox.

Fixed issue when the target invoice had wrongly formatted data which caused payment targeting to fail.

Osuuspankki

Archive_id information is now combined from two different elements to verify uniqueness.

Nordea