Release Notes

Freshsales Release Notes - July 2023

Related products: Freshsales
Freshsales Release Notes - July 2023

New Features and Enhancements

 

Rephrase text with Freddy AI

The Rephrase text feature powered by Freddy AI allows users to generate new versions of existing content. Users have the option to substitute casual vocabulary with more formal words while maintaining accurate grammar and punctuation.

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Expand text with Freddy AI

The Expand text feature powered by Freddy AI generates expanded copy for existing text. Users have the option to choose their preferred tone and Freddy will generate the text with added information.

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Enhance tone of text with Freddy AI

The Tone Enhance feature powered by Freddy AI helps enhance the tone of the existing content. Users can choose their preferred tone, and Freddy will rewrite the text in the required tone.

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Bulk addition of choices

Managing information in the CRM has now become easier. With the latest enhancement, users can add upto 300 choices in the custom fields that they create. This is applicable to Radio Button, Dropdown and Multi-select fields

 Learn more

 

Format numbers for reports in Analytics

When the number of digits exceeds a set threshold, we display numbers with a thousand and a decimal separator. In addition, we also support Display units which would let users view values in K, M, B, and T. 

Example: Total Accounts count of 10000000 will be displayed as 1,000,000 or 1M

 

Share reports across teams and territories

Share reports with teams and territories. This ensures that you can share the report with multiple users in one click.

Learn more

 

Bug Fixes

  • Some users reported that the Marketplace for Chat feature is not enabled in their CRM instance. This has been fixed.
  • Some users reported issues with accessing notes under the Contacts/Accounts/Deals module. This has been fixed.
  • Some users reported issues with data mismatches in the analytics. This has been fixed.
  • Some users reported issues with viewing related deals or related contact information from the record landing page. This has been fixed.
  • Some users reported issues with contacts exiting the sales sequence before the scheduled last step was executed when the delay was more than 1 day. This has been fixed.
  • Some users reported issues with account deletion. This has been fixed.
  • Some users reported issues with downloading analytics reports. This has been fixed.
  • Some users reported that the notification settings were not working as expected. This has been fixed.
  • Some users reported that the search functionality was not returning accurate results. This has been fixed.
  • Some users reported that the custom field values were not updating correctly. This has been fixed.
  • Some users reported that the email templates were not loading properly. This has been fixed.
  • Some users reported that the dashboard widgets were displaying outdated data. This has been fixed.
  • Some users reported that the mobile app was crashing when trying to open certain sections. This has been fixed.
  • Some users reported that the integration with third-party software was causing errors. This has been fixed.
  • Some users reported that the report generation process was taking too long. This has been fixed.
  • Some users reported that the data export feature was not working for large datasets. This has been fixed.
  • Some users reported that the login page was displaying an error message. This has been fixed.
  • Some users reported that the user interface was not rendering properly on certain devices. This has been fixed.
  • Some users reported that the system was generating duplicate records. This has been fixed.
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