Table of Contents

New & Updated

CRM general functionalities

When selecting a day, you can quickly select the current day by pressing the new Today button.
The button showing the account hierarchy visualization will only be visible when the required fields are visible to the user.
The system module can be opened from a menu on another tab by right-clicking it with the mouse.
Field validation and a new expression field for calculations have been added to surveys.
The survey’s answer tab will now contain the CRM ID, and the Excel export will show contact_id next to the contact name.
Added a possibility to hide passive users in the project’s staff listings.
Possibility to delete entities using a scheduled task.
An option has been added to the billing company information to add a logo that can be used for billing.
To prevent overlapping information, document template tags can be used to specify more precisely where the wanted data is located.

Added new operators to filter conditions.
Improved guidance for users in creating filter conditions.
In Kanban, some modules offer the possibility to add total fields to the number field.
When doing mass editing, row-level dynamic fields are run when necessary.
When downloading an Excel file, the user now sees an icon and text while the file is loading.
When loading an Excel file containing multiple relations, Excel will not print identical rows but will only list all unique rows.

New guide boxes in the merge entity tool to clarify the merging process for the user.
When using the Create Entity -module tool to automatically create an activity, you can use parameters to add relations to the created activity.
Module tools can be set to have run condition and condition message to prevent module tool from running and show the wanted message instead.
Possibility to set up parameters for the file when uploading files to the system.

Improved field selection options in the front page bar chart settings to improve chart readability.
When adding the invoice filter view to the front page, the fields Total VAT 0 and Total incl VAT can be selected to be displayed in the filter settings.
Added the possibility to use the invoice type as a condition in the report settings.
All sent-out mass mailings are directly visible in the contact Mailing Report, even in cases where pictures of emails are not loaded/opened.

Added the possibility to use SPF authenticated email as the sender of emails sent from the system.
Images in your email can be edited using the email editor’s image editing feature.
With Outlook add-in the e-mail can be added to Potential or Quote in V2.

We added the option to add a calendar link to the email sent to mass event registrants.
New fields note and ext_identifier are added to the mass event
The translations of the date field names in the mass event registration list have been changed to better match the functionality of the module.
When people are manually added to the mass event, the system checks with the user whether the person is also added to other parts of the mass event if sub-events are available.
Upgraded the mass event product handling:
- All the prices on rows can be seen in a single view.
- Navigation into the product works in all views.
- The main level reveals the price of the product if there one is attached.
- Icon locations are harmonized on mass event row listings.
When copying the mass event using the module tool, the tag can be added to the module tool so that sub-events are also copied to the new mass event.
Added a No-Go table to the mass event attendees view that is visible if a mass event registration type is set to allow Go / No Go.

Updated the electronic signature process by adding a symbol to indicate signature processes where the user is anonymised. The initiator of the processes can send reminders and also cancel the process.
The user who initiated the signature process will receive notifications about the progress of the signatures and the end of the signature process.

The system’s error messages provide users with more information about the error that occurred.

The payments loader is updated with new target Fennoa account statements. In this way, also non-invoiced transactions are included in the CRM.
Our customers who maintain and publish integrations of their own using our ciws.rest.dll will have access to a library that is up to date with new requirements.

Added a possibility to allow credit invoices only for certain types of invoices.