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18.9

version

ACTIVITIES

  • Activity cloning has been added. Data of existing activity is used as default values in “create activity” form. It’s the easiest way to clone an activity and schedule it to a new date.

  • Planning date in the calendar view during creation or editing of an activity. New dialog showing calendar with schedule of participants is available when selecting date and time of an activity. Useful also when participants with conflicting activities exist.

  • Marking participants who have conflicting activities has been added. Names of such participants have a colored (warning style) background.


CASES

  • Handling a case is now available from any activity in the workflow. New button “Handle case” has been added.

  • Possibility to automatically resolve case just after the resolving preconditions are met. After resolving last required activity user may decide to resolve the case and optionally copy the text resolution.

  • Automatic transition to next activity in case workflow – system redirects to next activity automatically only when current user is able to handle it.

  • Stream of a case no longer shows events from parent campaign object.


CASE DEFINITIONS

  • Placeholders in case definitions has been added. Titles and descriptions of cases may contain placeholders which are replaced by real data when case is created from the definition, eg. from request rules. Available placeholders: request’s name, request’s channel, participant’s name, participant’s email address, participant’s phone number.


REQUESTS

  • Information about additional receivers (CC) for email based requests has been added. Reply may be sent to all addresses – preserving who is CC and who is an original sender.


CONTACT BOOK

  • Configurable columns in the list of contacts – now any trait column may be visible in the list.


USER EXPERIENCE

  • All filters with selection of people are enriched with “Current user” selection.


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