Version 2019.10

Release Date: 2019-10-22

If you have any questions about the update, please don’t hesitate to contact us.

General

  • Icons: In about ten modules other icons are used, because these were used twice for several modules before, or were not suitable.

  • The time filters “the last/next 180 days” and “the last/next 365 days” have been added to the filter settings for list views and reports.

  • Module Invoices: The status “paid” in an invoice can now only be set by users who have permission to edit the record.

  • Module Invoices: For subscription invoices, the link to the master invoice has been highlighted.

  • Field Ticker Symbol: The Yahoo API used for the field “Ticker Symbol” (stock quotes) has been removed. The field is not removed by Brainformatik for informational purposes only, but can be deleted by your admin access if required.

  • Product block: In all modules which use the product block (e.g. invoices) the field “Position discount” (sum of position discounts) was inserted. This field is also available as a new variable for PDF Templates Plus.

  • Module Manager - Layout Editor: The icon for direct access to the selection list editor is only displayed if the selection list is editable.

  • Exchange Connector: If an email has already been synchronized using Exchange Connector and is also scanned by a configured email scanner, the email is only created once as a data record. The same is true for the other direction where email scanner scans the mail first and Exchange Connector tries to synchronize it afterwards.

  • Workflows: In the case of time-delayed workflows, a time of execution can now also be defined.

Calendar

  • Module Tasks: The “End” field has been renamed to “Due Date”.

  • Module Tasks: In the case of reminders, the start of working time is prefilled in the 1st note, and the start + 1 day in the case of the 2nd note.

  • Module Appointments - Add participants: If an appointment refers to a contact, when contacts to be invited are selected, primarily contacts of the organization linked to the contact are displayed. It is still possible to search for and select all other contacts.

  • Module Appointments: When the status icon of an invited entity is hovered, it shows when the invited person accepted or rejected the appointment.

Technical Changes

  • DATEV: If the DATEV add-on is active, no total discount for billing data records can be assigned. An export of existing invoices with total discount to DATEV is also not possible.

  • Selection list editor: For multi-selection lists which have not been defined as mandatory fields, values can be deleted without a replacement.

  • CSV Update: The action “CSV Update” is now only available in the modules in which the action was planned. For all other modules this action has been removed.

  • Global Settings - Manage Logs (InHouse): Warnings were previously stored in the file “php_error.log”. Corresponding entries are now stored in the separate file “php_warning.log”.

Note

In the customer portal - knowledge base section - there are the following new features:

  • Category “Videos”: Here you can find some recordings on various webinar topics. You can also download these recordings as video files.

  • Category “Updates - published”: All update information is available here starting from 01/2019, sorted by publication date.

  • Category “Updates - unpublished”: The update information for the next CRM+ update is available here.

Important

The API (programming interface) of the provider “Newsletter2Go” was discontinued on 01.03.2019.The module “Newsletter” was set to “read only” by an update on 26.02.2019 and all actions accessing the API were deactivated.The “Newsletter” module will be completely removed in mid-November!

The PDF Template Generator/PDF Templates module has been set to “read-only”. The old editor will then be completely removed in mid-November!