Release Notes
New attribute: JQL type of attribute is available for Companies and Contacts directories.
New directory: meet Income & Expenses to store and work on all your transaction flows in one place.
CRM web-section in the issue view is moved to the left side.
Performance improvements (Companies and Contacts directories loading).
New features:
- Custom Directories now supported as independent full-fledged dictionaries.
- New attributes: List (single choice) and List (multiple choices) are available (filtering on a grid is supported).
- Minor improvement: Templates are renamed for Layouts.
- Minor improvement: icon update.
Table's custom directory type improvements:
- Table's template can be configured directly in the creation window.
- A new or existed table's record can be created, added and removed right from a company or contact card view.
- Table's content can be viewed and edited right in the web-section in the issue view.
Major Custom directories improvements:
- Lists and Tables now are separated into two independent Main menu sections.
- Lists (single and multiselect) can be shown up on Companies/ Contacts grid.
- Tables can be viewed from an issue's web section via link.
Bug fix: "Add record" window behavior for Tables custom directories on a Company/Contact card is fixed.
New major features:
- Export data from the Companies and Contacts directories to a CSV file:
- Easily import your data from CSV file to fullfill the directories using our master import:
Bugfixes:
- Directories: сonfirmation window appearance for Delete action is fixed.
- Directories: data filter results now included both start and end dates.
- Directories: simultaneous deleteon of large number of rows is fixed.
- Performance was significantly improved.
- More than 1000 users/customers can now be synchronized with CRM contacts.
- Pop-up notification upon CRM entries deletion now displays linked objects and issues.
- Minor improvements
- The "Add another" checkbox to create several entries in a row
- Minor improvements
Handy filters are now available for Compaines and Contacts.
New custom field + section field: Contact information can now be displayed in issues.
Cascade CRM info auto-populating is available:
A company entry can be created directly from an issue.
- One contact can now be included in several companies
- Changes in the logic of company auto-populating in issues ("by Reporter" mode):
- if there is a company associated with the reporter, the Company field will be auto-populated
- if there are 0 or 2+ companies associated with the reporter, the Company field will not be auto-populated (selecting a company manually will link it with the Reporter)
- An extra parameter (i.e. domain) can be displayed along with the Company name in the Company select list in the issue section.
- Background users/customers to contacts synchronization was added.
- Minor improvements.
- New view for the Companies and Contacts directories.
- Bulk deletion for entries is now available.
- A direct link for an entry is now available:
CRM section performance improvement. The "Linked Issues" attribute now stores data instead of calculating.
"Issue Group Statistics" gadget minor improvements.
- Improved connection security
- HSTS included
- TLS version 1.2 is now used
Improvements in CRM section in issue:
- Now it is possible to open a Company card directly in the CRM issue section.
- The company field value can be cleared in the case when field autocomplete is disabled.
- Minor UI improvements.
- A new attribute type Linked Issues that displays issues linked o the particular company. The attribute allows navigating quickly to those issues.
- A new dashboard gadget to display various sales statistics.
- Availability to add values in a "List field" during the creation of new records in directories.
- Manual link issues to a Company.
- Sync values in company directory with "Company" custom field.
- Bug fixes.
- Availability to create links between directories.
- Sync between Custom company field and company catalog.
- Availability to rename the company's value and Custom directory names.
- Improvements in the search in a companies catalog.
- Bug fixes.
- New field types: List and Table list.
- Bug fixes.
With the new fields, you can gather information about your Companies and customers in a more structured way.
- You can classify roles, segments, etc.
- Additionally, you can add more complex information in the form of a table: deliverables, software versions, etc.
Highlights
- IU improvements.
- Bug fixes.
Highlights
- New field types.
- IU improvements.
- Bug fixes.
New field types
We added new popular field types such as:
- Date.
- Link.
- E-mail.
- Checkbox.
Highlights
New UI
SETTINGS (Admin menu)
We've unified configuration of Companies and Contacts on the one Tab.
MAIN
We've updated UI of Companies and Contacts view. Now you can enjoy a new fresh look.