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