New & Updated Features

CRM

• Rows receive new permanent relation fields Contact (contact_id) and Organization (organization_id).
  • This does not require any action from customers who use custom fields, as these fields will continue to work alongside the permanent fields.
• Possibility to make a custom view and reporting tool report from activities that have a relation to Mass Event.
• Support to add custom icons to the module tools.
• The email footer received an update, so the footer will be smaller than before in all new email templates created from scratch.
• General improvements to the system performance.

REST

• Improved the process of sorting data by ID field.

Self-service portal

• General improvements to the functions of self-service portal.

Integrations

InvoiceSender

• The invoice validation process gives users an error message for the most common deviations of the Finvoice e-invoicing standard.

Fixes

• The issue where under certain conditions Excel export was showing ID instead of text.
• Field visibility issue where fields hidden in the layout editor could become visible if the field had dynamic field visibility conditions.
• The front-page calendar widget is improved to show all activities in the current month instead of limiting it to 500.
• The issue where the existing document template resulted in an error when the user wanted to change the base document.
• When the user is deleted the system will transfer list views to the user when data ownership is transferred.
• Projects can be linked to activity in situations where phase selection is an unsuitable option.