Version 2019.8

Release Date: 2019-08-27

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

Calendar

  • Appointments: In the planning view all groups of the user were preselected before. With the new update, the user can select which group calendars are to be displayed. This selection is then permanently saved for the user.

  • Appointments and tasks: The popular icon “green tick” for appointments and tasks is available again. This allows appointments to be set to “accomplished” and tasks to be set to “finished”. This function is available in the list view of appointments and tasks as well as in the “More information” of other modules.

  • Appointments: With the integration of the icon “green checkmark” an additional function “Follow-Up” is provided for appointments. If the function has been configured under “My settings”, a popup is displayed when clicking on the green check mark, which offers the possibility to create a new “Follow-Up” appointment.

  • Task sharing: Under “My Settings” the “Task sharing” has been integrated. As with the calendar shares, users can determine which shares should be granted to other users.

  • Picklist editor: Previously, values for the “Status” field in appointments and tasks could not be modified. These values can now be edited/deleted in the picklist editor. The default values can still neither be edited nor deleted.

  • Calendar view: For appointments, icons for “edit” and “delete” are displayed.

  • Radius search add-on: The geofilter for user-defined list views has been extended for the Appointments and Tasks modules.

Technical Changes

  • CRM Configurator/General: The upload limit setting for e-mail attachments is working correctly again. Please check your settings to see if the desired limit has been set.

  • Fields - Appointments and Tasks: User-defined calendar fields that were created at the time of the “old” calendar are again having the property “quick edit” (edit by double-clicking).

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  • Category “Updates - unpublished”: The update information for the next CRM+ update is available here.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 will be set to “read-only” in mid-September. Please make sure that you have all necessary templates available in the PDF Templates Plus module by this time. The old editor will then be completely removed in mid-November!