Version 2023.9
Release Date: from 2023-10-24
If you have any questions about the update, please don’t hesitate to contact us.
Note
Note: This version also includes the CRM version 2023.7, 2023.8
Legende
General
Blocks can be collapsed in create/edit views. The display of blocks (collapsed, expanded) set via the layout editor now also affects this.
Add-on “DocuSign”
The reason for a rejection is transferred to the CRM via the interface and stored there.
New Add-on “Digital assistant”
Assistant based on ChatGPT
Available in several places
Detail view of accounts, partners, vendors => questions about the company can be answered
Quick creation of contacts/leads and transfer of information into fields of the record possible
Editor => help with text formulations
User menu (top right) => For general ChatGPT requests
Technical changes
Add-on “Time tracking”: In the add-on settings, the assignment of the number field was reset, it must therefore be reassigned. This was necessary because a rigid determination was previously made here, regardless of the configuration of the field.