Filter guides
2024-04-04 April Release Notes
New & Improved Features Improved mass mailing module tool to simplify the sending process. In the discussion field of a ticket, attachments and images can be added directly to the text. Attachments and images are also passed on to the customer via messages. In the HelpDesk comment field, the customer comments are displayed on the […]
2024-03-07 March Release Notes
New & Updated Features CRM Updated UI in v2 to fully support the Contracts module. Previously the full support has been only in the old system interface (Legacy). Receipts module support for multiple functions also on the v2 side. Sharing permissions Dynamic field formulas and workflows Creating and editing (excluding rows, that can be created […]
2024-02-01 February Release Notes
New & Updated Features CRM Added multiple new fields to be selectable as CRM Connect Field when creating a new registration form to a Mass Event. Workflows have a new type that supports different delay lengths. The workflow is executed as a background process in its scheduled time. Added the possibility to upload images directly […]
2024-01-04 January Release Notes
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 […]
2023-12-07 December Release Notes
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 […]
2023-11-02 November Release Notes
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 […]
2023-10-05 October Release Notes
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 […]
2023-09-07 September Release Notes
Changes & Updates CRM There is now a possibility to add static variables that can be used in dynamic field formulas. From now on there is no default filter set when you add a filter to the campaign, so the user has to always select the filter manually. Added a new field contact_id to the […]
2023-08-03 August Release Notes
Changes & Updates CRM Fields in activities now allow more customizability so there is a possibility to set up account and contacts fields as mandatory. We have improved the readability of the descriptions of the tickets created via MailScanner. There have been plenty of general improvements which range from minor UI changes to improved background […]
2023-06-01 June Release Notes
Changes & Updates CRM User fields can now be used in quick filters. Automatic browser translation is now disabled so fields like names etc will no longer be translated automatically. In mass events, there is now a possibility to get an Excel export of registered participants. Added a new module tool that can create entities. […]
2023-05-04 May Release Notes
Changes & Updates CRM In filters, if the relation module is removed by the user, the fields, conditions, and KPIs used with that module are removed automatically after the user confirms the action. Pricebook management support is added to V2. More modules are now supporting the mass edit in profile settings. Checkboxes in profile settings […]
2023-04-20 April Release Notes
Changes CRM Related entities can now be updated from the module. For example, when the potential is saved to won, the account type changes automatically to the customer. Learn more from here. System has received visual improvements to improve clarity E-Signing There is now an option to delete E-Signing users. There is now an option […]
2023-03-02 March Release Notes
Changes CRM Survey editor now supports dynamic questions. List topics are now supporting translation. CRM view is now updated after the module tool Run HTTP request is clicked. Field setting now allows the user to select the option to format text. Filters and quick filters have received a coherency update on date selections. In case […]
2023-02-02 February Release Notes
Update 2.2.2023 at 17-18 (EET) CRM Filters and listings Thousands separator is space on KPI numbers; Also numbers on fields are shown with space as thousand separator Quick Filter usage made quicker The go-button is removed. The selections made by the user update the list automatically The date selection opens again as a picklist Kanban […]
2023-01-12 January Release Notes
Update 12.1.2023 at 17-18 (EET) CRM Filter listing sorting; Alphabetical order is supported with more variation of field types Creating and editing filter improvements; – Time-related conditions are opened to their own dialog – Filter name is now mandatory Project work hours on frontpage widget are not sorted by alphabetical order Project module support to […]
2022-12-01, December Release Notes
Update 1.12.2022 at 17-18 (EET) CRM Triggers enabled in Calendar and Helpdesk modules Triggers can be used to automatically send emails to contacts in specific situations if the conditions for it are met. Email triggers have been previously available in Mass Events, but now they can also be created for activities and tickets. Contrary to […]
2022-11-03, November Release Notes
Update 3.11.2022 at 17-18 (EET) CRM Answers to a (mass event’s) survey can now be deleted Contacts’ answers to a survey can now be deleted either manually or automatically based on a scheduled delete. This applies to the answers to each question provided by the contact; the information about a completed survey will remain saved. […]
2022-10-06, October Release Notes
Update 6.10.2022 at 17-23 (EEST) CRM Mass invoicing Mass invoicing has now been published to the new interface. The function is available through sales orders, as the sales order acts as an template for the new invoices. The invoices can be targeted to accounts or contacts, and the target group is determined with a filter […]
2022-09-1, September Release Notes
Update 1.9.2022 between 17-20 (+2 gmt) CRM Contacts’ Self-Service Portal access can now be maintained also in the new interface New workflows for adding/removing Self-Service Portal access; the workflows enable automated access control Invoice date in the mass events’ invoicing function can now be edited Row fields now available for use in filters and charts […]
2022-08-11, August Release Notes
CRM Recurring invoicing enabled in the new interface Sales orders can now create recurring invoices also in the new interface. The function can be accessed in the sales orders’ actions. Similarly to the legacy interface, to enable recurring invoicing, the sales order has to have products that are enabled for recurring invoicing and are billed […]
2022-06-09, June Release Notes
CRM Mass edit in the new interface Mass edit has been renewed for the new interface to better meet the needs in the most used operations. The function enables editing data in picklists, multipicklists, checkboxes and date fields for up to 100 entities at a time. Admins and the managers of reporting units/groups can also […]
2022-05-12, May Release Notes
CRM Two-factor authentication in CRM login If the two-factor authentication (2FA) is activated, the CRM users are required to first use their username and password, and then a PIN code sent by email to log in. The PIN code is valid for 15 minutes after starting the login. The function can be activated in the […]
2022-04-07, April Release Notes
CRM New Relations module An entirely new module, which is meant for creating relations between entities from different modules in the CRM. The module enables creating a link between almost any modules in the system. Improvements in Surveys There is a new question type in surveys which enables uploading a file as an attachment. The […]
2022-03-10, March Release Notes
CRM Product bundling Products can now be bundled in the new interface. A bundle consists of a main product and sub products, and it can be created and maintained on the main product’s Product bundle tab. A bundle enables selecting all the bundled products at once for quotes etc., and the sub products are shown […]
2022-02-10, February Release Notes
CRM KPI views in the Mass Events module Each mass event now has a static KPI view which shows the event’s current number of registrations, cancellations and people in spare places. Improvements in the Mass Events module Module tools are now enabled in the module, the attendees’ and personnel’s role can be edited afterwards, the […]
2022-01-12, January Release Notes
CRM New Mass Events module A new and improved module for managing events, trainings etc. in the new interface. The new module introduces entirely new features, including e.g. subevents and open events as an event registration type. Automatic email communication about the event and registration surveys now also have their own views in the event’s […]
2021-12-09, December Release Notes
CRM Suomen Asiakastieto connector available in the new interface The customers who are using Suomen Asiakastieto (SAT) connector can now access the function also in the new interface. The function is located in the home page and has a renewed look to match the new interface. All the same functionalities are still present. Sent newsletters […]