Release 1

Features

Short URL

• Short URL is a paid module that allows you to shorten URLs and use them in emails, campaigns, etc.
  • Users can install this module from Settings > Extensions > Extension Store.
  • This module is unavailable in the Free Trial edition. 

Enhancements

Campaigns

•  You can send mass emails to related contacts and leads of a campaign.
  • In the Summary View of a campaign, click the Contacts or Leads tab on the right, and click the Email icon. 

Contacts/Customer Portal

• The login option to the customer portal is locked when a customer reaches the maximum number of login attempts after entering an incorrect password.
  • When login is locked for a contact, you can see the Remove Portal Login Lock option in the CRM’s contact record.
  • Open the record and click the More icon in the Summary View to find it.

Dashboard

• Clicking on a stage in the Sales Funnel in the Sales Dashboard will take you to the list of deals under the stage. 
  • Go to Main Menu > Essentials > Dashboard > to find your Sales Dashboard.

Documents

• You can revoke access to Dropbox and Google Drive from the Documents module.
  • Go to Main Menu > Essentials > Documents, click the Settings icon and click Revoke Access.
• You can also see the key fields and header fields in the Documents module.

Email Campaigns

• If you have inserted multiple links into an email campaign, you can get the number of unique clicks on each link in the email campaign report.

Emails

• In case you hit the Close button while drafting an email or click outside the Compose Email window, the email draft is automatically saved if the mandatory details (To address, Subject) are valid.
  • You can access the email from the Activity section by enabling Filters > Customer Touchpoints > Emails.

Journey Templates (now called Playbooks)

• The Journey Templates module has been renamed Playbooks.

List View

• Support for multiple fields search 
  • You can filter List View results by searching across multiple fields.
  • When you type inside the search bar under a column to look for a record, the Search button shows up on the left. 
  • You can click the Search button or hit Enter to find the record.
• Clickable record number
  • The record number field in the List View of any module is made clickable.
  • Click the record number opens the record in Quick View in the same tab.
  • Hovering on the record number and clicking the Open in New Tab icon opens the record in a new tab.

Organizations/Contacts

• You have the option of copying the billing address to the shipping address and vice versa while filling out contact or organization details.

Products

• The upload size for product images in the Products module has been increased to 10 MB from 2 MB.

Reports

• While printing a report, you can now choose a layout, that is, Landscape or Portrait.
• You can add the Tax Region field to a report that you create for Inventory modules.

Subscriptions

• The Status field of a subscription record automatically changes to Expired after the expiry date passes.

Touchpoints

• You can get a detailed view of customer touchpoints in the Leads, Contacts, Organizations, and Deals modules.
  • Open a record in any of the modules mentioned above and click the Touchpoints button in the Summary View’s Activity section.
  • You will see details such as events, emails, chats, SMS, etc.
  • Clicking on a touchpoint gives you the touchpoint summary such as the status of an event, sent/received/queued emails, etc.

Web Chats

• The Web Chats module has been renamed Live Chat.