Changes & Updates
CRM
- Fields in activities now allow more customizability so there is a possibility to set up account and contacts fields as mandatory.
- We have improved the readability of the descriptions of the tickets created via MailScanner.
- There have been plenty of general improvements which range from minor UI changes to improved background processes.
- It is now possible to fetch customer-specific tax from the price books using dynamic field formulas.
Self-Service Portal
- HelpDesk module now supports dynamic fields.
- It is now also possible to see national organizations matching the search results when you search organizations by municipality.
- It is now possible to configure the relations list view to show or print member cards.
- In the spaces list view, it is now possible to show related organizations as a column.
- Support to Google Tag added so analytics can now be turned on in the settings of Self-Service Portal by the admin user.
Membership form
- Added support to HTML in the message text for membership so things like hyperlinks can be added.
- It will now be possible to adjust the settings of specific products to require the user to log in before sending the membership form.
Mass Events
- It is now possible to add other contacts, e.g. family members or colleagues, to the mass event.
- When you add other contacts to the mass event, you must also answer the survey on behalf of the added contact.
- It is also possible to cancel other contacts if needed.
- For mass events it is now possible to set a date in a way that only the date itself is visible and the specific time is hidden.
- To make it easier to track who is and who is not coming to the event, it is now also possible to register people at the mass events as a no-go.
- The mass event registration button can now be hidden in the settings.
Bug Fixes
- Fixed an error where activities with dynamic fields did not show dynamic fields correctly on different mobile devices.
- Fixed an error where document templates gave an error if there was a group user without a first name attached to it as a contact owner.