Update 12.1.2023 at 17-18 (EET)

CRM

• Filter listing sorting; Alphabetical order is supported with more variation of field types
• Creating and editing filter improvements;
  – Time-related conditions are opened to their own dialog
  – Filter name is now mandatory
• Project work hours on frontpage widget are not sorted by alphabetical order
• Project module support to frontpage charts; The main level fields can be used as dimensions to create frontpage charts.
• Project module improvement; start and end dates are not mandatory by default
• Possible errors when sending emails via Massmailing are now more informatic to the user
• Support space in the file name on e-mail templates
  Note! Not supported in previous e-mail templates. If the file name had space, users must add the picture again to the e-mail template.
• Currency is shown when creating a row-based module
• Recent items listing improvement; Listing supports CRM system-specific translations to module names
• Remembering user choices;
  – Selecting entity the search box remembers the user click of contains/begins
  – Create a new entity on the module now remembers the user’s click to show more
  – View/edit rows now remembers the user’s click to show all row fields
• Improvements on triggers after comment
• User-specific external SMTP server removed (user setting panel)
• System-based external SMTP server removed (additional settings panel)
• Mail Scanner now supports  Microsoft OAuth 2.0 authentication 
• Old template support removed on document template settings; Invitation event: Nametag Template 54x90mm A4, Namesign Template, Nametag Template HERMA No 4677, 63,5×38,1mm A4 and Registrations
  Generic invoice template on Invoice, Purchase Order and Quote
  Study Plans: Studies, Study Plan and Study Plan PDF
  Sales Order period chargeable
  Target Groups: Nametag Template and Nametag Template HERMA No 4677, 63,5×38,1mm A4
  Note! All replaceable by ODF templates on the document template settings
• Improved validation for dynamic field formulas before saving; Dynamic field formulas with ambiguous conditions or operations now show an error message to users and stop the evaluation to prevent possible erroneous data stored. Creating or editing a dynamic formula with said errors in Admin settings is also prevented and an error is shown to the user.
• Back-end upgrades and improvements; improvements in performance, security, and multiple features

 

Self-Service Portal

• Public files are shown on Sales Order
• Activities created from relations are now editable
• Improvements on data shown on rows; Contact name supported on rows and more variation of field can be shown/hidden
• Portal-specific configuration improvement on member joining form
• Contact editing via Sales Order; Possibility to edit contact information on contacts linked on sales order rows.

 

Contact Portal

• Improved handling on contacts and accounts deleted from the campaign

 

Contact Center

• All records are deleted after 90 days
  
• Call-group based setting to close queue
• New version of Android and IOS app

OP Connector

• Daily Summary can now be optional (used to be mandatory)

Netvisor Connector

• All products are now made active in Netvisor