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: —Āonfirmation 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.

 

 

  • 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.

  1. Availability to add values in a "List field" during the creation of new records in directories.
  2. Manual link issues to a Company. 
  3. Sync values in company directory with "Company" custom field. 
  4. Bug fixes.

  1. Availability to create links between directories.
  2. Sync between Custom company field and company catalog.
  3. Availability to rename the company's value and Custom directory names.
  4. Improvements in the search in a companies catalog.   
  5. Bug fixes.

  1. New field types: List and Table list.
  2. Bug fixes.

With the new fields, you can gather information about your Companies and customers in a more structured way. 

  1. You can classify roles, segments, etc.
  2. Additionally, you can add more complex information in the form of a table: deliverables, software versions, etc.

 

Highlights

  1. IU improvements.
  2. Bug fixes.

 

Highlights

  1. New field types.
  2. IU improvements.
  3. Bug fixes.

New field types

We added new popular field types such as:

  1. Date.
  2. Link.
  3. E-mail.
  4. 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.