Release Notes 2

Enhancements

Appointment Pages

• You can track appointment conversions using UTM Parameters. You can add UTM Parameters to the appointment link that was created in the Event. With this enhancement, you can:
  • Trace the origin of appointments. 
  • Measure the campaign effectiveness
  • Optimize strategies for marketing
  • Accurately attribute appointments to specific ads, emails, or links, improving ROI analysis.

Audit Forms - Groups within an Organization as auditors

• You can now select any user in your organization as an auditor (and not just individuals). This is possible because of the Custom User field in the Audit template.
• You can create an Audit template with the Custom User field, where you can select a group of multiple users as an auditor. 
• For example, assume your hotel is available as an organization record in the CRM. It will have multiple users or groups (departments) associated with the record, such as Front Office, Kitchen, Housekeeping, etc. Auditing can now be done department-wise and user or group-wise for hotels.

Audit Forms - Reschedule Date field

• A new editable field, called Reschedule Date, in the Details section of Audit Forms, allows you (Auditor) to reschedule the date. This will update the audit status to 'Rescheduled' (a new option available in the Status field).
• It is mandatory to enter the rescheduled date if you choose to reschedule the audit. This will ensure the correct status is automatically updated in the system.

Customer Portal - Field-level restriction for PDF Export 

• The following field-level permissions in the Customer Portal are available for accessing shared records. 
  • Read and Write
  • Read-Only
  • Hidden (not exposed)
• These settings ensure that only intended fields are visible to your customers, vendors, and other authorized users when accessing records through the portal UI or when exporting data.
• You can use Customer Portal Field Configuration for the module and user role when exporting PDFs. Using Field Visibility Settings, you can exclude all fields marked as Hidden from the PDF and include fields marked as Read/Write and Read-Only.
• These restrictions are available for the following modules in the CRM: Invoices, Quotations, Sales Orders, Tickets, and Projects.

Deals - Currency option in the Item Details block

• Creating a Deal
  • You can now select a currency in the Item Details while you are creating a deal. All the currencies available in your instance will be available for selection.
  • Once you select the currency in Item details, the record currency also changes for the Amount field. 
  • Note: The Amount field currency should be the same as the currency selected in the Item details
• Importing a Deal 
  • You can also select a currency (for Line Item fields) while importing a deal.
  • Note: This option shows only if the Product and Service Item is enabled in Settings > Modules.
  • If the currency field is mapped while importing, and it is given the correct value, then it will create the deal with the same currency given as the mapping
  • If the currency field is not mapped, or the currency field is mapped but it is not given the correct value or a blank value, then it will take the currency selected in step 1 of the import.

Deal Workflows - Copy Item details block information

• You can now copy the Item details block information from a Deal Workflow to create a new Deal record. 
• You can have all the product/service details copied over automatically, saving time and reducing errors, and avoiding re-entering product or service line items when creating renewal deals. 
• For example, you can create an Automated Renewal Deal in the Renewal Pipeline from a Standard Pipeline deal.

Documents tab - View download logs

• A download log is now available for the documents you upload and share. Each time a document is downloaded via the CRM, an entry is logged in the parent record timeline and the document’s update history, indicating the user and timestamp.
• This will allow you to view the details of who and when a document was downloaded from the CRM for related modules. 
• When a document is downloaded, the details are visible under the Updates tab and Summary view > Activity tab of the document record and related record.

Email Campaign APIs

• Email Campaign API responses will include the subject and body of the linked email template. This allows you to view and use the actual email content directly from the campaign data, without needing to fetch it separately.
• For Email campaigns, you can add the BODY section to the API retrieve request.

Email Sequences - Leads module inclusion

• The Leads module is now available as an option in Email Sequences.
• You can now create email sequences where the Recipient Type is a Lead.
• Note:
  • Selecting a recipient is mandatory.
  • You can select only one module at a time - either the Leads or Contacts modules.
  • If you disable one of the modules, then the other will be available as an option to select. For example, if you disable the Leads module, only the Contacts module will show. 
  • Email templates will be available based on the selected module.

Google Spreadsheet - Revoke option

• The Revoke option is now available for Google Spreadsheets.
• This will let you revoke access from your Google account while using the export to Google Sheet functionality.
• Note: If you uninstall the Add-on, the session will be revoked from all users who have configured Google Spreadsheets.

Line Item block - Expand option for RTE fields

• You can now use the Expand and Collapse icons for text fields in the Line Items block, such as Item Comment and CustomText area fields.
• For example, you can enlarge the Item details section > Item Name field to enter a descriptive text. 

Partner Portal - Configuring Portal homepage

• You can configure the Partner Portal home page and manager details in the Partner Portal Settings. The following Widgets are available in the Partner Portal Layout (Home) tab:
  • Leads Inbox Widget
  • Partner Manager Widget, when enabled, will display four default fields: First Name, Last Name, Email, and Mobile Phone. This also includes field-level toggles.
• Note: A checkbox lets you enable or disable these Widgets. 

Payments - Automation for selecting multiple payment gateways

• You can now configure multiple payment gateways while automating emails (creating workflows for emails). 
• When you click the Insert payment link option, you will be able to select the payment gateway from the list of payment gateways configured in the Payments module. This will add the selected payment gateway to the email body. On triggering the workflow, an email will be sent along with the selected payment gateway link.

Pivot Report on Dashboard

• You can create custom Pivot reports that include charts and key metrics and pin them to the Dashboard.
• Use Case: You can view team performance directly through these pinned reports.
• The Pivot report widget on the Dashboard:
  • Allows you to scroll horizontally and vertically to view records
  • Allows you to expand or contract the rows and columns of data. 
  • Displays a pop-up window when you want to modify the content or preview the report
• You can:
  • Pin the report to the Dashboard if the report contains only a Pivot report.
  • Pin only the chart if the report contains a Chart + Pivot combination.
• Task

PriceBooks- Owner field for applying Sharing Rules

• Sharing Rules can now be applied to PriceBooks. The Assigned to field in the PriceBooks module lets you assign each PriceBook to a user or a group. You can also add a co-owner to a PriceBook using the Co-owner field.
• Note: 
  • All existing PriceBook records are assigned to the user who created them.
  • If Created By is deleted, then the records are updated with the account owner’s name.

Sales Order - Split a sales order into different records

• You can now split a Sales Order (SO) into different order records - one for delivered products and another for outstanding (undelivered) products.
• You can simply create a new SO by selecting undelivered items, and the original SO gets updated:
  • Removes selected items/quantities.
  • Recalculates totals and subtotals.
• For example, you will be able to fulfill only a partial sales order. You may be able to deliver only 60% of the items listed in a Sales Order. The customer may request you to create a new sales order for the undelivered items by transferring them from the older sales order. With the new enhancement, you will be able to split the sales order into two, a new sales order to deliver the remaining items, and the older one with the status as fully delivered.

Stripe Integration - Inclusion of additional payment details

• This enhancement will display additional payment details, such as the invoice number and amount, on the Stripe payment message that you send to your customers..
• This will provide clarity for users making payments. They will be able to identify the invoice they are paying for and ensure the correct amount is processed, reducing confusion and potential errors.
• Note: If multiple invoice records are linked to the payment record, the payment page will display the invoice number for which payment is to be received.

Release Notes 1

Enhancements

Livechats - Quote Information Retrieval

• You can provide Quote information to your customers on Livechat directly, even if they do not have the Quote IDs.  
• That is, they can retrieve quote details without having a Quote ID. Read below.
• When a customer requests quote information from the Livechat bot, it typically indicates they have not received the quote via email and that they also do not have the Quote ID for reference. If the customer does not have a Quote ID,
  • The system searches for pending or recently generated quotes associated with the provided info.
  • If a matching quote is found and has not yet been sent via email, the system automatically sends the quote directly through chat or offers to send it via email on the spot.
• Note: If the customer provides a Quote ID, you can proceed with OTP Validation before providing the Quote details