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* 6-2022, 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 […]
1-2022, 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 […]
12-2021, 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 […]
2-2022, 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 […]
3-2022, 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 […]
4-2022, 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 […]
5-2022, 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 […]