Version 2023.6
Release Date: from 2023-08-08
If you have any questions about the update, please don’t hesitate to contact us.
Note
Note: This version also includes the CRM version 2023.4, 2023.5
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General
If the connection to the Exchange Connector is used for sending emails, the default setting for “Collective email” can now also be specified for this under “My settings → Interfaces”.
For the “Timesheets” module, a field for the number of a timesheet has been added analogously to all other modules.
For the “Email Marketing” module, a new action has been added to react to unsubscribes and bounces.
Swiss QR-Code
Templates with QR invoices with payment part and receipt can now be created in PDF templates.
The payment part contains the Swiss QR Code, mandatory from October 2022, which contains all relevant information for invoicing and payment.
Add-on “DocuSign”
Multiple users can authenticate themselves to DocuSign via “My Settings”.
For each module, you can then set which user should serve as the sender of documents in the add-on configuration.
For PDF templates, a placeholder for the initials of the person signing the document can now be inserted in the same way as for the signature field.
New Add-on “Brevo”
For the Email Marketing module, the connection to the provider “Brevo” is now available. Prerequisite is the booking of this new add-on.
The scope of functions is similar to the provider Mailchimp. More details can be found in the help area.
New Add-on “SalesViewer”
The provider “SalesViewer” identifies anonymous website visitors and transfers the newly acquired information via API to the modules “Website Visits” and “MQL”.
The new module “MQL” (Marketing Qualified Lead) shows all website visitors and passes additional information like address, LinkedIn url and Xing address.
In the new module “Website Visits” all website visits are listed with duration and their interests.
GDPR standard is met, as no cookies or other personal data is collected.
Technical changes
The reference fields configured by the user when creating appointments/tasks now also appear in the mask for quick creation of a record of these modules.
Delayed workflow tasks can now also be configured in minute increments.
Reports allow filtering on “greater than (or equal to)” and “less than (or equal to)” for text fields. This makes it easier to implement alphabetical filters in particular.
If a record with personal data (modules Contacts, Leads) is finally deleted from the CRM system via the cleanup of the recycle bin, the change tracking is also anonymized accordingly from now on. This behavior is always active regardless of the GDPR add-on.
The tracked changes have also been retroactively cleaned up for all previous cases in the course of this update.
Booked invoices can no longer be edited via workflow or via one of the APIs as of now. Exceptions are fields that can be changed via the interface even after booking.