Version 2019.12

Release Date: 2020-01-14

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

General

Module Recycle bin - automatic deletion routine: In “Global settings - Module manager - Recycle bin” an automatic deletion routine with number of days can be defined individually for each module. The adminstrator receives corresponding notifications via message center about executed deletion processes. The value 0 means no automatic deletion routine.
Comments: The type of notification (as CRM notification/as e-mail notification) can now be saved per user as default under “My settings”.
Global search: Links to records in the search results are now opened in a new browser tab.
Customer Portal: On the login page the image slider has been removed. Only one image is displayed statically.
Module Home: If reports are displayed in a widget, the number of displayed records in the widget can now be set. If the total number of records exceeds the set number, a page navigation is displayed.
Charts in list view: The creation of charts has been optimized, e.g. the dialog for creating charts is closed automatically after completion.
Filters in user-defined list views: In a filter of a list view it is now possible to select a report as an additional filter. Prerequisite is the same main module. This allows cross-module filter options.
CSV Import: A CSV import can be confirmed in the message center. A confirmed import can then no longer be undone via the message center.

File attachments can now be added to appointments and tasks. When MS Exchange is connected, the attachments are synchronized accordingly.
Quick Create: If a new appointment is created, the field “Description” is available as CKEditor. Thus formatting will not be lost during save.

PDF Templates Plus: In overwritable templates, a manually inserted page break is taken into account even if it is within a table.