New and Improved Features
New Functionalities
- Merging duplicates: Duplicates of Contacts and Accounts can now be identified and merged directly from the list view. A new “Show Duplicates” button opens a search where you can select comparison fields, review grouped results, and easily merge records.
- Invoices: Added functionality allowing users to mass-approve invoices based on filters and, if needed, update their due date and billing date.
General UI Changes
- Module Tools: The “Actions” button has been replaced with a sidebar displaying all tools.
- Users can mark frequently used tools as favorites for quick access.
- The sidebar can be expanded to display tool names and icons or collapsed to display only icons.
- Module Tools: Global tools have been moved next to the search bar in the CRM top menu for universal access. The button also includes a link to the resources page.
CRM
- Data Calculation: Users can now create scheduled tasks where the report generator calculates desired data (e.g., amount of memberships) and applies the calculated value to a selected field.
- Mass Mailings: Added the ability to open the recipient list from KPI figures in the mailing report view.
- The list shows contacts’ first and last names and email addresses and serves as a link to the contact entity.
- Campaign Segmentation: Ability to sort and search for duplicates within a campaign to simplify their removal.
- Product Bundle: Sub-products can now be selected without a main product.
- Invoices: Invoice rows can reference another invoice.
Mass Events
- Mass Events: When the number of participants is edited and seats become available, registrations on the spare places automatically move to active registrations.
- Mass Events: Removed the “Ext identifier” field from the pop-up for adding a contact.
Removed Features
- Campaign Segmentation: Removed the ability to use a filter to load contacts into a campaign.
- Old email templates: The possibility to use old email templates to build automatic campaigns has been removed. The same functionality can be achieved using other supported features.
Self-Service Portal
- Membership Form: Added the ability to create a customizable footer.
- Paytrail: Payment method can now be enabled per payment location.
- Event Registrations: The display style of event capacity in the portal can now be configured in Self-Service Portal settings.
- Event Registrations: The public page now supports multiple languages. Users can switch the language, and both the registration form and event survey will display in the selected language.
Fixes
- General improvements related to functionality, performance, and quality assurance.
Instruction updates
To reflect the changes in the update, we have also updated the following instructions: