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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 planner on their home page.
  • Updated Create Entity tool copies rows from the source.
  • Dynamic field formulas will run when invoices are created for mass events and single recurring sales orders.
  • Entity change log shows name instead of ID.
  • In the spaces module contact_id can be used with target groups.
  • In the entity change log the changes made by background tasks are marked with a robot icon.

Contact Center

  • Possibility to send and receive SMS messages via Contac Center.
  • Included a default recording that plays if the agent assigned to the number called is offline.

Legacy

  • If the customer has scheduled custom procedures in their system, these are now moved under the scheduled tasks.

Connectors

InvoiceSender

  • Fortnox
  • Added support for project information in invoice rows. Projects must exist at Fortnox before use.
  • Kivra – Initial launch
  • Daily processes for contact matching and sending invoices.
  • B2B electronic invoices: Added configuration to ALLOW mixed VAT rates together with rows that have VAT of 0%. In these cases, the EN16931 label is removed.
  • Added logic to cut information from Finvoice if it exceeds certain MAX length information.
  • Maventas schematron validation still applies for all electronic invoices.

Alma

  • Added a new field to contact to indicate that decisionmaker doesn’t exist anymore at Alma

Bug Fixes

CRM

  • The situation where in some cases the dashboard chart gave a “no permission” notice when the fields of the product were used as the condition.
  • The situation where in some cases list did not load when the list was linked to a custom field for which the user did not have permission.
    • From now on, the data that the user has permission to view will be uploaded to the list.
  • The situation with dashboards where in some situations an error occurred when using the “Show only my reporting group” option.
  • Filter situation where in some cases potentials as conditions broke the list where the condition was used.
  • The situation where users with proper permissions in some cases could not read emails created by other users.
  • The situation where in some cases row-level owner fields were overwritten with the sales order owner field after the second save.

Connectors

InvoiceSender

  • Fortnox: Issues with NULL values in some fields.
  • All electronic invoicing channels support more precise values in the tax calculation where certain discount percentages have caused problems in the past.
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