Changes & Updates

CRM

• There is now a possibility to add static variables that can be used in dynamic field formulas.
• From now on there is no default filter set when you add a filter to the campaign, so the user has to always select the filter manually.
• Added a new field contact_id to the Spaces module so relation to spaces and contacts can be used with target groups.
• Added a new field for contacts to use in invoice processes: ext_delivery_indentifier.
• Updated UI to show the change of data on the wanted entity field. These fields can be set up in the settings.
• When the module tool is used to send a single e-mail, the sender’s name and reply-to address can now be filled in to match the information of the logged-in user. This is done by writing the necessary parameters on the template of the e-mail to be sent.

 

Filter Update

• The system has undergone a filter update. You can check the video instructions about the update here and read the new filter instructions here. The highlights of the filter update are:
  • New filter management view
  • Possibility to add your own favorite filters to the modules
  • Improved the visibility of entities in the list
    • The list supports displaying several entities at once
    • It is now possible to view entity cards using links in the list view
      • This only applies to the entities that have their own entity card in the CRM system (Accounts, Contacts, etc.)

Self-Service Portal

• Admin mass event registration list is now filterable by mass event relation cf fields.
• Added a text note to mass events to inform the user that they have already registered for that event.

Integrations

WooCommerce

• Added initial support to handle mass events with WooCommerce. A mass event corresponds to a product purchased from the store, and the store order registers the buyer as a contact for event registration in CRM.
• Added support for custom field-mapping for Payments-module (Incoming orders that are also modeled to CRM payments can now be enriched with custom data).
  • Needed for example in donation target handling.

InvoiceSender

• Virtual Barcode is now calculated for every invoice if CRM is not providing the value. This will happen with invoices generated in background database tasks.
  • Virtual Barcode is not automatically added to PDF or Email-message part.
• Procountor: Added delay and a retry between transfer and approval of operations to prevent and handle dead-lock situations at Procountor
• Netvisor: Added support for using “Kustannuspaikka” (cost centre) dimension value from CRM invoice row-level. Previously only product-level was supported.
• Hogia: Skip transfer/update if the invoice has been already sent to Hogia

Payments

• Added support for Ålandsbanken BusinessLine WebService

Bug Fixes

CRM

• Fixed a bug where mandatory fields hidden under Show more button did not work properly so it was possible to leave the field empty.
• Fixed a bug where the field controlling the sending time of scheduled emails was using the wrong time zone.
• Fixed a bug where KPI sometimes did not show the number of registrations correctly when the main event had sub-event(s).

Integrations

Asiakastieto

• Fixed a bug that caused a blocking issue with automated CRM updates if this function was active.