2024-11-07 November Release Notes

New & Improved Features

CRM

  • To indicate that the user is in edit mode, the background of the entity card will be slightly darker when it is in edit mode.

Surveys

  • The survey module has been completely redesigned and now includes new features.
    • Users can add questions using the new drag-and-drop feature.
    • Quiz mode gives an option to add timers to your survey.
    • Themes give users more freedom to customise the layout of the survey.
    • The extensive validation settings will enable the creation and management of versatile and efficient questions.
  • The new Reports tab gives users a visual representation of the survey answers.

Dashboard

  • Dashboard elements have a fullscreen option.
    • When the chart is in fullscreen mode, users can also change the dimensions of the chart
      • The purpose of this feature is to act as a quick read mode, so changes made in full-screen mode cannot be saved.
  • Dashboard support for project expenses so that data can be visualised as charts.
  • Dashboard charts support global translations controlled by admin users.
  • Admin users can create dashboards for individual users, not just reporting groups/teams.
    • Admin users can also see all dashboards owned by users and can edit them.

Event management

Self-Service Portal

  • Possibility to add invoice as a payment method in the Self-Service Portal.
  • ReCAPTCHA authentication has been updated to prevent certain types of situations where authentication fails. If the original invisible reCAPTCHA fails, the backup reCAPTCHA will be activated and the person will have to perform image authentication.

Integrations

  • Added Lyyti connector that allows the transfer of event data and registrations to the CRM mass event module.

Fixes

  • The issue where the custom time span could not be added to a trigger since the time span field was uneditable.
  • The issue where adding the product bundle using the quick search did not add the mandatory bundled products.
  • The “Simultaneous edits” and “Information can’t be saved” errors occurred in certain situations when the invoice was edited multiple times.
  • The issue where row-level formulas did not work in certain fields.
  • The issue where cancellation of the mass event registration from the portal did not trigger the Spare system.
2024-04-04 April Release Notes
2024-06-06 June Release Notes
2024-08-01 August Release Notes
2024-09-05 September Release Notes
2024-10-03 October Release Notes
2024-11-07 November Release Notes
Combined Shape