New Features and Enhancements
- Hyperlinks in webforms
Add hyperlinks in webforms to include additional information in the opt-in checkbox section. Add, modify, or remove links related to terms and conditions or privacy policy.
- Field Edit History
Managers and admins now have a comprehensive overview of all edits and changes made to Contacts and Accounts fields. Maintain the security of your CRM account, track changes, and adapt to customer needs with Field Edit History, powered by UCR.
- Enhancement: Import Accounts with Contacts
Easily associate contacts and accounts based on a unique account field of your choice. If you have multiple unique account fields, you have the flexibility to select one for the association. During the import process, all required account fields will be displayed to ensure accurate data mapping.
- Workflows for custom modules
Automate field property updates, email alerts, and notifications to third-party apps via webhooks by setting up workflows for custom modules.
- Trigger actions on lookup fields using workflows
Configure workflows to activate actions for related records connected through lookup fields.
Bug Fixes:
- Some users reported that deal stage summarization shows incorrect values for a few stages. This has been fixed.
- Some users reported that they were unable to find the “Owner” field in the reference option to update a field. This has been fixed.
- Some users reported issues with fetching contacts and their related appointments via API. This has been fixed.
- Some users reported that analytics report showed "--" for deleted records. This has been fixed.
- Some users reported issues with accessing contacts where "An unexpected error occurred" error is displayed when the contacts tab in the Account landing page is accessed directly or the page is refreshed. This has been fixed.
- Some users reported an issue with the outbound Sales sequence not executing when the 1st step had a delay of more than a day. This has been fixed.
- Some users reported issues with field dependency where the dependency was shown in the record page even though it was disabled on the form's settings. This has been fixed.
- Some users reported issues with setting up webhooks where the fields under the simple content section were overlapped. This has been fixed.
- Some users reported issues with outbound sequence not sending emails where the step 2 is not executed if the step level condition is based on step 1 email activity. This has been addressed.
- Some users reported issues where LinkedIn redirection was not working after Classic migration. This has been fixed.
- Some users reported issues with related modules ( custom module ) being shown twice in the sales accounts section. This has been fixed.
- Some users reported issues in the Deal kanban view where the “load more” option is not working. This has been fixed.
- Some users reported that choices added to the Lost reason field of deals were not automatically enabled in the default dependency. This has been fixed.
- Some users reported that the active sales sequence and completed sales sequence showed incorrect values in the Contact List view. This has been fixed.
- Some users reported that forgotten deals do not disappear from Spark UI until the page is refreshed. This has been fixed.
- Some users reported that specific marketing list names do not appear in the view selection list. This has been fixed.
- Some users reported issues with importing CSV file where a blank screen appears instead of the mapping page. This has been fixed.
- Some users reported issues with adding custom fields under custom sales activity. This has been fixed.
- Some users reported issues with CSV import failing with the error "The external id already exists." This has been fixed.
- Some users reported issues with cloning deals from the accounts page. This has been fixed.
- Some users reported issues with personalizing bulk email. When removing one of the recipients, the page refreshes and adds the contact back. This has been fixed.