Version 2020.9

Release Date: 2020-09-05

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

Note

This version includes 2020.4 - 2020.8

Legende

New

Updated

Fixed

Common

Creation, editing and detail views: The icons of the actions remain visible at the top of the screen when scrolling down on the page.

The dashboard widget “Activity History” now offers the possibility to mark appointments/tasks directly as done. For appointments, it is also possible to create a follow-up appointment.

The possibility to let passwords expire after a predefined time has been integrated. This setting can be found in the global settings in the CRM Configurator in the tab “Security”.

The add-on “E-Mail Marketing: CleverReach” is now available!

Global Settings

Login history details: IP addresses are now anonymized.

Cronjobs: The list of cronjobs has been further subdivided.

Cronjobs: For the renewal of OAuth access keys there is a new cronjob that must be activated if this type of login is used in the CRM to connect e-mail accounts.

Workflows: For conditions there is a new operator called “has been changed”. This operator checks if a field value has been changed. The old and the new value are irrelevant, they just have to be different.

Module Manager PBXManager: The example URLs for the client configuration of the add-on “Softphone Connector” have been extended by the program “TAPICall”.

Option of FTP backup has been removed, only SFTP is possible.

Technical Changes

Invoices: An invoice of the type “Subscription” must have at least one subscription item.

Add-on proximity search: Inactive modules are no longer displayed for pre-filtering based on lists/reports.

Records that are synchronized with the Exchange are now locked after a change until the synchronization is completed. This only affects changes to synchronized fields.

If a user is deleted, his views are also deleted. Previously these were transferred to the selected substitute user.

The order of options in the action menu of list views has changed.

Connecting Email Accounts

Authentication via OAuth access key is now possible for mailboxes, mail scanners, exchange connector and the global mail server. Integration includes Google and Office365 accounts.

Mailboxes can be switched to the new login by clicking the corresponding button in the settings of the respective mailbox.

Note

Both providers will turn off the login option used in CRM to date in the course of 2021.
Information from Google on this topic: https://gsuiteupdates.googleblog.com/2020/03/less-secure-app-turn-off-suspended.html
Info from Microsoft on this topic: https://techcommunity.microsoft.com/t5/exchange-team-blog/basic-authentication-and-exchange-online-april-2020-update/ba-p/1275508

Important Note

In the “Global Settings” in the “FTP Backup” item, the insecure “FTP” option was removed as announced. Now only the secure variant SFTP is available, which transfers the data encrypted.
Now only the secure variant SFTP is available, which transfers the data encrypted.
Existing FTP configurations have been deleted and SFTP must be reconfigured manually if necessary.
Existing SFTP configurations have remained unchanged.

No backups were deleted!

Note

Subject to change without notice!