Version 2023.12
Release Date: from 2024-02-20
If you have any questions about the update, please don’t hesitate to contact us.
Note
Note: This version also includes the CRM version 2023.10, 2023.11
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General
Email marketing: Responses to unsubscribes can be configured for CleverReach. These can be found under the configuration of attributes and can be defined individually for each recipient list.
Add-on “Zugferd”: Mandatory information according to the specification has been added
Emails: If emails are imported into the system or sent from the system and are linked to contacts, these emails are also automatically linked to the respective main account of the corresponding contacts
Modules Appointments/Tasks
The configuration of sharing rules regarding records assigned to groups has been changed
Previously, appointments/tasks assigned to groups were shared as soon as a user from this group created sharing rule
From now on, sharing rules for appointments/tasks assigned to groups must be explicitly created for users
The new configuration can be found under groups settings in the global settings
DATEV authentication
A pop-up for “Access key management” has been added under “My settings” in the “Interfaces” tab. Long-term and short-term tokens can be requested there for all activated data services
Short-term tokens are valid for 11 hours
Long-term tokens are valid for 2 years and must be requested for a specific dataset. It is therefore necessary to enter “Consultant number” and “Client number” in the add-on settings in advance.
The tokens from the access key management are used when executing the “DATEV invoice data service 1.0” or “DATEV booking data service” actions
If no token is stored in the “Access key management” for the called data service, a short-term token can be requested directly when executing the action
Extended checks are now carried out before the selected data service is executed, e.g. the financial year, G/L account number length, activated account books and authorizations are checked for interfaces
Technical changes
Default values for user-defined views are taken into account in the mobile view
DATEV add-on: The invoice data service allows the use of total discounts
When copying or converting inventory records like invoices, no items can be copied whose base product/service has already been deleted
Tickets created via the mail scanner have the ticket source “Email”
The currently installed version of CRM+ including the link to the respective changes can be found on the left in the footer of the system