16 Nov ‘24
What’s New
Released
- SMS integration with Sakari.
- My To Do List tab which displays all task and call activities assigned to a user within the activities module.
- New Email Composer designed to increase usability and provide a more modern appearance.
- Default Activity Tab preference which allows users to choose the default tab within the activities module.
- Status Follow-up Activity preference which allows users to mark an activity complete and quickly create a follow-up activity.
- Price Book export to allow users to easily export price book data to Microsoft Excel.
Enhanced
- Email Composer to allow users to schedule email.
- Email Composer to allow users to easily minimize an email draft.
- Email Composer to allow users to select files from the document manager.
- Email Composer to allow users to switch between condensed and full screen mode.
- Email Composer to allow users to conveniently reposition it to their preferred location.
- Email Composer to allow users to insert module specific fields including both standard and custom fields.
- Default dropdown fields to allow admin users to easily add, edit, delete, and reorder field values.
- Status field in the activities module to allow users to mark activities as complete and quickly create follow-up tasks.
- In-app notifications to display inbound messages from Sakari SMS.
- Charts to allow users to easily customize the x-axis to display months in a preferred order.
- About field in all modules to allow a maximum of 20,000 characters.
- Activity Notes field to allow a maximum of 20,000 characters.
- Interface Designer Alerts to notify users if they try to leave the page without saving their changes.
- Feature definitions in settings to provide clearer descriptions of each feature’s functionality.
Fixed
- Issue where Project Stage Trail did not appear as expected in some instances.
- Issue where Standard Report Sort did not function as expected for DateTime fields in some instances.
- Issue where custom fields within advanced, excel, and standard reports did not display formatting as expected in some instances.
20 July ‘24
What’s New
Released
- Time Worked field within the activities module which allows users to enter their time for activities.
- Total Time Worked field within the projects module which will automatically sum the Time Worked field for all activities linked to a project record.
- Email Categories which allow users to create categories for email templates.
- Record Trail to provide a visual reference (of a records evolution) for the following modules:
- Opportunities, Sales, Projects.
Documents within the projects module to allow users to create documents. - Importer within the projects module to allow users to import new records.
- Cloned Record Preference which allows administrators to choose who becomes the owner if a record is cloned.
- Data Archive within the projects module which allows users to archive old records.
- Default Value for custom link fields which allows users to specify the default value for new records.
- Marketplace within settings to showcase the out of the box integrations with 3rd party vendors.
Enhanced
- Overview Tab to allow users to preview and edit records from the Related section.
- Overview Tab to allow users to search activities.
- Subtabs to allow users to customize the column width.
- Interface Designer to include a new option, Product Line Items Record, which allows users to customize the columns within the Products & Services tab.
- Interface Designer to allow users to customize the Side Panel (Upper and Lower) for each applicable module.
- Interface Designer to allow users to customize the sales stages for each Opportunity Record Type.
- Email Template Field Merge to allow users to create module specific email templates including both standard and custom fields.
- Actions > Complete & New within the activities module to complete an activity and create a new activity for each selected record.
- Dropdown and Multi-Select Dropdown fields to display values more effectively.
Fixed
- Issue where Workflow Automation did not trigger as expected in some instances.
- Issue where Standard Marketing email templates did not clone as expected.
- Issue where the user interface did not appear as expected for some screen resolutions.
- Issue where Tab Customization did not remove options as expected in some instances.
- Issue where Standard Filters did not populate data as expected in some instances.
- Issue where the account name field did not Export to Excel as expected.
- Issue where tooltip did not appear as expected in the list view in some instances.
- Issue where contact sort within email tracking did not work as expected.
- Issue where the Link To field within the activities module did not appear as expected when generated from an action plan.
- Issue where custom date fields for activity records did not save as expected in some instances.
- Issue where custom fields within custom modules did not save as expected in some instances.
18 Feb ‘24
What’s New
Released
- New User Interface designed to increase usability and provide a more modern appearance.
- Overview Tab provides a detailed summary of recent activity, notes, and related records.
- Personalize feature allows users to further customize the detail view layout, including the side panel, buttons, and tabs.
- Preview and Open buttons appears when the mouse hovers over a record. Preview feature allows users to view record details and edit desired fields quickly and efficiently from the list view.
- Workflow Automation Field Change allows workflow to be triggered whenever a field value changes.
- The Guided Tour has been implemented for new users, aiming to streamline the learning curve and provide instruction on how to use key features.
- Notes Tab has been added to the leads, quotations, sales, invoices, and custom modules.
- Two new fields, “Import Date” and “Import Source”, have been introduced to indicate if a record was created because of an import.
- Module Name fields (Opportunity Name, Quote Name, Sale Name, Invoice Name) have been added as a reference link across the money modules.
- Conversion Source field introduced for all money modules to refer to the source module record after conversion.
- Priority field introduced for the Opportunity and Project modules to mark the degree of importance for the respective module.
- Opportunity Type field introduced for the Opportunity module to enhance the visibility of the Opportunity record.
- Search functionality has now been implemented into the settings area.
- Export to Excel button has been added to unsubscribed Contacts & Leads for Email Campaigns.
- We transferred information from the Opportunity field to the Opportunity Name field for Opportunities and from the Description field to Quote Name, Sale Name, and Invoice Name for all money modules. Money modules will start with these columns.
