Version 2019.9

Release Date: 2019-09-24

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

General

  • The “Email accounts” module is permanently displayed as an icon to the right of the “Tasks” icon for faster access.

  • As already announced, no PDF files can be exported via the old module “PDF Templates” or “PDF Template Generator”. Please use the new PDF Template Plus Editor to export the PDF templates. You will find the button for the export in the upper left corner next to the icons Edit, Delete, Change Tracking etc.

  • If a product is added to an invoice and the icon for assets is clicked, it is now possible to select more than one asset (if available).

  • If an email is linked via the “Email accounts” module, the linked records are displayed on the right side of the screen. This view has been revised and is now clearer.

  • The subject line when writing an e-mail has been adapted to the length of the recipient lines.

Calendar

  • A direct input of values in date fields is now possible again by popular request.

  • The display of birthdays is now available. The function must be enabled globally in the module manager for appointments in the basic configuration item. Further information can be found in the manual.

  • If very bright colors for event types are configured, black font color is now used in the calendar display to achieve a better contrast.

  • For the widget “Appointments & Tasks” the selection of the calendar to be displayed has been made clearer.

  • If an invited user deletes his appointment, the appointment creator gets a message in the CRM about this cancellation.

  • The calendar colors for groups under “My Settings” have been moved to a separate block for a better overview.

  • When creating a new date field in the Layout Editor, the field type is set to “Date” by default.

Technical Changes

Webservices: Date fields with time are always delivered in the user time zone and must also be transferred to the API in this way.

Hint

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  • Category “Updates - unpublished”: The update information for the next CRM+ update is available here.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