Table of Contents

Changes & Updates

CRM

Possibility to set up a survey to pre-fill some of the fields.
- This allows the user to either check that the information is correct or they will get information about what to fill in the field.
Possibility to send e-mail to all who are registered in the Mass Event.
- In addition to all registered it is also possible to send e-mails to the staff of the event and also individual e-mails.
Data from Mass Events and Campaigns can be used to make simple charts on the front page.
In the Mass Event entity card, you can see the number of persons registered in the sub-event straight from the list of sub-events.
Dynamic field formulas of the invoice are run once it has been created by recurring order.
Related list titles can be translated using global translation.
Product is set as a mandatory field in the project phase.
General performance improvements.

In the list view it is possible to sort results by relation field (for example, Account on Organization list view) by clicking the arrow up/down in the column of the relation field.
- NOTE! If the entity does not have information in the relation field used for sorting, it will not be shown on the list when sorting by the relation field option is used.
The system remembers how many rows the user wants to see in the list view instead of the default of 20 rows.
System menu size preferences are saved to the user preferences.
- The system menu is still expanded as default, but from now on system will also remember if the user has minimised the menu.
Link fields will accept links both with and without the https://, only adding the https:// to the links where it is missing.
- Before system automatically added https://to all links, causing an error if the link in the field already contained https://.
The notification menu checkmark will clear the notification and the user will stay in their current module.
- It is possible to go to the entity related to the notification by clicking any other part than the checkmark.
To make data from charts about potentials easier to read, added “Amount” value to the potential list that opens when the user clicks the chart.

E-sign supports signing groups.
E-sign has a new document settings tab, where users can set up the language, expiration date, auto-reminder, and custom message to the e-sign document.

OP and Nordea

Added logic to execute all daily transactions also tomorrow if execution has at least one failure.
- Re-execution will not create duplicate transactions.

InvoiceSender

New target: Fortnox
Changed the authentication behavior of Procountor connection as the old version was deprecated.

Entity Change Log bug where the list did not always show correctly who had changed the value.
In the Invoice and Quote modules, users were listed using the ID instead of the name of the user.
The Excel export issue where the Helpdesk module crashed when certain fields were in use.
Assigned to-field required input on save if it was hidden under the Show more button.
The fields total and subtotal were not visible in the field selection if they were fetched through relation.
The total sum of the row-level number fields was not calculated together on the list view and all the numbers were shown separately instead.
The Sales Order where products were not loaded when the order contained multiple products and bundled products simultaneously.
The issue where organisation selection was not showing new organisations correctly.
- This issue has affected only organisations that were created after 1.6.2023

The issues where certain conditions created a situation where KPI data was shown incorrectly.
The issue where Sales Funnel and KPI showed incorrect data when the condition was set to last 7 days.

Sales Order issue where dynamic field formulas did not fill in all necessary information.
- This also covers recurring order fields since they are part of dynamic field formulas.
Formulas triggering On Save were slow when the row contained a text field.
The issue with formulas using row.tax.
Triggers failed if there were no changes in the given entity.