2023-08-03 August Release Notes

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.
2023-11-02 November Release Notes
2023-10-05 October Release Notes
2023-09-07 September Release Notes
2023-04-20 April Release Notes
2023-05-04 May Release Notes
2023-06-01 June Release Notes
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