Changes & Updates
CRM
- Possibility to register multiple persons in the same event as a group.
- A group will only be added if there are enough spaces left for everyone in the group.
- A new module tool for merging entities has been released.
- The new dashboard feature Whiteboard gives users an option to make a planner on their home page.
- Updated Create Entity tool copies rows from the source.
- Dynamic field formulas will run when invoices are created for mass events and single recurring sales orders.
- Entity change log shows name instead of ID.
- In the spaces module contact_id can be used with target groups.
- In the entity change log the changes made by background tasks are marked with a robot icon.
Contact Center
- Possibility to send and receive SMS messages via Contac Center.
- Included a default recording that plays if the agent assigned to the number called is offline.
Legacy
- If the customer has scheduled custom procedures in their system, these are now moved under the scheduled tasks.
Connectors
InvoiceSender
-
Fortnox
-
Added support for project information in invoice rows. Projects must exist at Fortnox before use.
-
-
Kivra – Initial launch
-
Daily processes for contact matching and sending invoices.
-
-
B2B electronic invoices: Added configuration to ALLOW mixed VAT rates together with rows that have VAT of 0%. In these cases, the EN16931 label is removed.
-
Added logic to cut information from Finvoice if it exceeds certain MAX length information.
-
Maventas schematron validation still applies for all electronic invoices.
-
Alma
-
Added a new field to contact to indicate that decisionmaker doesn’t exist anymore at Alma
Bug Fixes
CRM
- The situation where in some cases the dashboard chart gave a “no permission” notice when the fields of the product were used as the condition.
- The situation where in some cases list did not load when the list was linked to a custom field for which the user did not have permission.
- From now on, the data that the user has permission to view will be uploaded to the list.
- The situation with dashboards where in some situations an error occurred when using the “Show only my reporting group” option.
- Filter situation where in some cases potentials as conditions broke the list where the condition was used.
- The situation where users with proper permissions in some cases could not read emails created by other users.
- The situation where in some cases row-level owner fields were overwritten with the sales order owner field after the second save.
Connectors
InvoiceSender
- Fortnox: Issues with NULL values in some fields.
- All electronic invoicing channels support more precise values in the tax calculation where certain discount percentages have caused problems in the past.