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18.2

version

STREAM

  • Detailed stream is now available in case-, order- and request rules, which gives managers possibility to understand better the changes applied to organisation rules.

  • Detailed stream is now available in campaigns. Marketing managers are able to analyse all business actions that affect campaign lifecycle: creating, updating, publishing, aborting, reactivating, pausing, closing, opening and appending/removing target.


USER EXPERIENCE

  • Possibility to filter by number in the lists is now added to all related feature modules (Activities, Campaigns, Cases, Contact Book, Orders, Requests).

  • Possibility to sort by assignee in the lists is now added to all related feature modules (alphabetically). (Activities, Campaigns, Cases, Contact Book, Orders, Requests).

  • Improved selection for range of dates and hours for filters of lists: added “presets” day/week/month with possibility to set previous/next period. This functionality is now available in every list with date filtering.


PERMISSIONS REPORT

  • Permissions report export to CSV is now available in .Two options available: “All” – export of all metadata and “Only visible” – export of data visible on the screen.


EMPLOYEES

  • New column in the list of employees presenting teams is now added.

  • Enhanced employee list export to CSV: added information about teams and granted permissions.


EMAILS

  • Enhanced mechanism of sending email – with emphasis on efficiency and reliability.


MOBILE ASSISTANT

  • Assistant shows a list of cases. Cases can be filtered to selected range of time, statuses and titles. There is also a read-only preview of a case presenting: basic data, participants, traits, workflow and list of related objects (requests, orders, campaigns). Acquiring a list of cases requires online access but previous search can be viewed offline. (And Assistant)

  • Description of contact is present as read-only section. Assistant is able to show formatting of text. (And Assistant)

  • Assistant locks an activity during editing. Editing an activity locked by other user is not allowed. (iOS Assistant)


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