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CRM Property: fixed an issue where more than 10 fields for Company or Contact were not updated properly.
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Contacts directory: minor performance improvement.
Bugfix: The Companies section in the CRM app not loading is fixed.
New features:
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Context configuration is added
Improvements:
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When exporting to a file, fields of type List (single/multiple) and Directory type will be exported.
Bugfixes:
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The issue with the Transactions tab not displaying on the Company card is fixed.
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The instability with filling out company information based on contacts in custom fields is fixed.
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Values in section fields not updating automatically is fixed.
New features:
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CRM Property field is added
Bugfixes:
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Contact field autopopulating on "Set contact by Reporter" rule is fixed.
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JQL attribute: availability for non-admins on entity’s card is fixed.
New features:
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Web-section: possibility to create a new contact in section is added.
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Web-section: Income&Expenses hiding option is added.
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TextArea (5000 symbols) attribute support is added.
Improvements:
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Jira user syncing: performance improvements.
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:
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Custom Directories now supported as independent full-fledged dictionaries.
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New attributes: List (single choice) and List (multiple choices) are available (filtering on a grid is supported).
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Minor improvement: Templates are renamed for Layouts.
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Minor improvement: icon update.
Table's custom directory type improvements:
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Table's template can be configured directly in the creation window.
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A new or existed table's record can be created, added and removed right from a company or contact card view.
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Table's content can be viewed and edited right in the web-section in the issue view.
Major Custom directories improvements:
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Lists and Tables now are separated into two independent Main menu sections.
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Lists (single and multiselect) can be shown up on Companies/ Contacts grid.
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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:
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Export data from the Companies and Contacts directories to a CSV file:
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Easily import your data from CSV file to fullfill the directories using our master import:
Bugfixes:
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Directories: сonfirmation window appearance for Delete action is fixed.
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Directories: data filter results now included both start and end dates.
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Directories: simultaneous deleteon of large number of rows is fixed.
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Performance was significantly improved.
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More than 1000 users/customers can now be synchronized with CRM contacts.
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Pop-up notification upon CRM entries deletion now displays linked objects and issues.
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Minor improvements
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The "Add another" checkbox to create several entries in a row
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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.
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One contact can now be included in several companies
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Changes in the logic of company auto-populating in issues ("by Reporter" mode):
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if there is a company associated with the reporter, the Company field will be auto-populated
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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)
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An extra parameter (i.e. domain) can be displayed along with the Company name in the Company select list in the issue section.
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Background users/customers to contacts synchronization was added.
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Minor improvements.
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Bulk deletion for entries is now available.
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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.
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Improved connection security
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HSTS included
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TLS version 1.2 is now used
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Improvements in CRM section in issue:
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Now it is possible to open a Company card directly in the CRM issue section.
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The company field value can be cleared in the case when field autocomplete is disabled.
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Minor UI improvements.
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A new attribute type Linked Issues that displays issues linked o the particular company. The attribute allows navigating quickly to those issues.
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A new dashboard gadget to display various sales statistics.
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Availability to add values in a "List field" during the creation of new records in directories.
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Manual link issues to a Company.
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Sync values in company directory with "Company" custom field.
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Bug fixes.
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Availability to create links between directories.
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Sync between Custom company field and company catalog.
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Availability to rename the company's value and Custom directory names.
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Improvements in the search in a companies catalog.
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Bug fixes.
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New field types: List and Table list.
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Bug fixes.
With the new fields, you can gather information about your Companies and customers in a more structured way.
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You can classify roles, segments, etc.
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Additionally, you can add more complex information in the form of a table: deliverables, software versions, etc.
Highlights
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IU improvements.
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Bug fixes.
Highlights
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New field types.
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IU improvements.
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Bug fixes.
New field types
We added new popular field types such as:
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Date.
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Link.
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E-mail.
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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.