Version 2019.11

Release Date: 2019-11-19

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

General

Module Accounts: A click on the account name in the popup “Show Account Hierarchy” opens the record in a new browser tab. This also applies to hierarchy popups in other modules.
General: Mass editing (edit/delete): If the user does not have permission to edit or delete one or more selected records, a new popup will now offer a log file for download.
Create email: If recipients have several email addresses, they are grouped by recipient name in the selection popup.
Module Recycle Bin: The same columns are now displayed for all modules in the list view. In addition, it is now possible to read directly from the list view which user deleted a record at which time.
Vendors module: In the tab “More information” the button “Create contact” was added.
Contacts module: The icon for calling up an account has been repositioned.
All modules: The field “last editor” was added in the default view. It can be enabled for other views in the layout editor.

Mobile View: When creating or editing appointments and tasks, relationships can now be selected.
Calendar sharing for private appointments: The checkbox “edit” is shown as a further share option if the share “Deputy (full control)” is selected and the checkbox “Can see all details of private appointments” is checked.
Private appointments: If a private appointment is created for another user, the creator will only have access to users who have given approval for editing private appointments.
Appointment invitation: In case of a confirmation, a corresponding message is displayed in the CRM.

Module Project Teams: Team members are now always displayed with first and last names.
Module Invoices: Both the fields “Invoice type” and “Duration”, as well as blocks in which one of these fields is located, can no longer be hidden. If this was the case, these fields or blocks are displayed again.
Module Partner: When adding values to the “Type” field, the order was incorrect. In the course of correcting this behavior, the default order was restored.
Module Manager: Mandatory fields are now displayed in all views (“Standard” view and all user-defined views). If this was not the case, they are displayed again in all views.
Module Reports: The tabular reports contained in a report set also includes the grouping of the respective tabular report now.
Proxy server: The setting item “Proxy Server Settings” in the global settings and the configuration items for the proxy server in “CRM Configurator - Customer Portal” have been removed.
Module Email accounts: Already referenced emails that are in the CRM recycle bin are no longer displayed with a link, but with a corresponding message.

Note

The module “Newsletter” was completely removed as announced!
The module “PDF Template Generator/PDF Templates” was completely removed as announced!