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...
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,...
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...
2023-02-02 February Release Notes CRM Filters and listings Thousands separator is space on KPI numbers;Also numbers on fields are shown with space as thousand...
2023-01-12 January Release Notes CRM Filter listing sorting; Alphabetical order is supported with more variation of field types Creating and editing filter improvements; – Time-related...
2022-12-01, December Release Notes CRM Triggers enabled in Calendar and Helpdesk modules Triggers can be used to automatically send emails to contacts in specific...
2022-11-03, November Release Notes CRM Answers to a (mass event’s) survey can now be deleted Contacts’ answers to a survey can now be deleted...
2022-10-06, October Release Notes CRM Mass invoicing Mass invoicing has now been published to the new interface. The function is available through sales orders,...
2022-09-1, September Release Notes CRM Contacts’ Self-Service Portal access can now be maintained also in the new interface New workflows for adding/removing Self-Service Portal...
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....