Version 2020.2

Release Date: 2020-03-10

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

Common

Module Appointments: You can set default views for calendar and list view independently. The selection is also saved independently for the current session.
Global search: After a search has been performed, the search term, the total number of hits and the modules searched are now displayed in addition to the search results.

Using the “Theme adaptations” setting in the global settings, you can now define your own colors for pins based on the selection values of the “Type” organization field.
List views or reports from the respective modules can now be set as additional filters in the radius search popup.
Addresses can be added manually in the search window. Existing addresses can be edited.
The search can be called up again and the waypoints can be edited manually afterwards.

Module Manager: Tab “Standard modules” has been renamed to “Modules” and “Special modules” to “Functions”. In addition, several preference items have been moved from “Modules” to the “Functions” tab.
Approval Center: In addition to selection lists, checkboxes are now also selectable as fields for conditions.
Comments with CRM notification: When calling a record displayed in the message center, the message is automatically marked as read.
Webforms: In addition to the Leads module, webforms can now also be created for the Contacts, Vendors and Partners modules.

Note

The add-on “Softphone Connector” has been released recently and allows the connection of many telephone systems with the help of a softphone.
The add-on “Visit Reports” is now available and allows to create visit reports.

For more information please contact us via ticket or e-mail.

Note

Subject to change without notice!