Version 2023.3
Release Date: from 2023-05-09
If you have any questions about the update, please don’t hesitate to contact us.
Note
Note: This version also includes the CRM version 2023.1, 2023.2
Legende
General
The list view of users (admin area) has been extended with the information of the last successful login.
For the REST interface, the ability to create app passwords once two-factor authentication is active for a user has been integrated.
If two-factor authentication is activated for a user, the user will immediately be shown a backup code that can be used if the second factor is lost.
For users with two-factor authentication already active, it can be disabled and re-enabled to get the backup code as well.
In the CRM calendar view, appointments that have or have not been carried out are displayed with a corresponding icon.
When composing a new e-mail, the user can decide in the future whether the e-mail should be saved as a record in CRM. If an email is replied to from the CRM mailbox without linking it in advance, this setting is deselected by default.
When composing a new e-mail, several internal CRM documents can now be selected as attachments at once.
In the “Suppliers” module the action “CSV update” has been added.
If an e-mail was referenced with attachments from the mailbox, it is possible to link individual attachments as a document to referenced records.
From now on, duplicates can be marked in list views and merged directly without having to perform a separate search first.
In e-mail mailboxes, complete folders can be emptied by right-clicking on the respective folder. Emptying takes place in the background and can take some time depending on the number of e-mails.
The export options for the Reports and Report Sets module (PDF, CSV, PPTX and Print) can now be authorized per profile. This setting applies to exports from the detail view and sending a report by e-mail.
For workflow tasks of the type “Send e-mail” it is now possible to select upload fields whose files will then be sent with the e-mail.
Kanban-View
In all modules, Kanban settings can be made for existing and new views. Kanban boards can be used to quickly move data sets between different values.
A selection list can be chosen as the basis for the paths of these views.
The values of the selection list can then be configured and displayed as paths.
It is also possible to configure the fields that are displayed on individual cards.
Add-ons for DATEV
New “Payment type” field in incoming invoices
New block in the supplier “Vendor number by payment type” to be able to store different vendor numbers depending on the payment type.
Add-on “DocuSign”
As soon as DocuSign is active and a linked document with DocuSign envelope is found for a data record, the information of the envelope is from now on also displayed in a separate block of the data record.
In workflows, there is now the execution condition “Once, once DocuSign envelope has been signed.” to be able to update the data record accordingly when it is signed.
Add-on “Microsoft Teams”
Through the connection to Microsoft Teams, appointments can be created quickly and easily with Teams Meeting.
After activating the add-on, users who want to use this feature must authenticate separately for the Teams interface under “My Settings → Interfaces”.
If a new appointment is created in CRM, the checkbox “Teams Meeting” can be selected. If the appointment is then synchronized with Exchange, the data for the Teams Meeting is transferred to the description.
If information was entered manually in the description field, the teams information will be appended below their own description.
Add-on “Visit reports”
For the visit reports, the actions “CSV Export”, “CSV Import” and “CSV Update” have been added.
Technical Changes
Both the comment block in the detail/edit view and the comment widget initially show only 20 main comments with associated sub-comments. If you scroll further down, the list expands dynamically.
The widget for the overview of all comments optionally offers the possibility to deactivate the HTML display of the comments. This speeds up the loading time of this widget and thus of the complete dataset.
For the “Zugferd/ X Invoice” add-on, the links to the manual have been added.
The “Contingents” add-on now includes a standard PDF template for generating an overview. This has been added automatically if the add-on is already active in your system.
If a field update workflow task is created that is to update a field of type “date & time”, the function “get_date (with time)” can now be used to set the current time as well.
When creating a PDF template, formatting can be changed for all number, currency and percentage fields, regardless of the placeholder used.
Information
The fields for “Inform owner” as well as workflows attached to them have been removed as announced!