Freshsales - Release Notes December 2023

Related products: Freshsales
Freshsales - Release Notes December 2023

New Features and Enhancements

 

Spark UI for custom modules

Custom module list views have been upgraded, aligning them with the intuitive interfaces of other modules. With this update, users can access Kanban views, an improved slider, and extended support for custom apps. 
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Advanced rules for auto-assigning records

With advanced conditions in auto-assignment rules, users can group rules together with AND or OR conditions. The CRM will check for multiple conditions before assigning the records to the assigned users. 
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Updated scopes for roles

The default scopes are updated for the different CRM users and are available in the Enterprise plan. With this update, admins can specify granular access for every action at the module level in the CRM.
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Bug Fixes

  •  Customers reported an issue with tags not displaying in the deal card in the pipeline view and were shown as [object object] instead. This has been fixed.

  • Customers reported issues with importing data. The import page stayed blank without proceeding to the next steps. This has been fixed.

  • Customers reported issues accessing the deals module when the product module was enabled. This has been fixed.

  • The summary page displayed blank when navigating to contacts from the list view. This has been fixed.

  • Customers reported that the image in a document did not load for non-admin users, and the page kept loading. This has been fixed.

  • Customers reported issues with email sorting in recent conversations. This has been fixed. 

  • Files were not being captured when submitted through Classic Webforms. This has been fixed. 

  • Customers reported that the bulk email subject line was empty in the bulk email metrics. This has been fixed. 

  • Customers reported issues with workflow not executing for specific contacts despite the conditions being met. This has been fixed.

  • Customers reported issues with the updated_at field not changing despite a field being updated. This has been fixed. 

  • Customers reported issues with minimizing the Freshcaller widget when using global search. This has been fixed.

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