Freshsales - Release Notes October 2023

Related products: Freshsales

 

New Features and Enhancements

 

Freddy AI for sales public beta is LIVE

Customers can now enable the following Gen AI features from the Admin Settings:

  • Generate subject line and email copy
  • Rephrase, expand, and enhance the tone of the existing copy

Available for Pro and Enterprise plans
Learn more


Redesigned email compose window

The email compose window has been redesigned and simplified to make it more user-friendly. Changes include:

  • Redefined toolbar UI 
  • Add and remove tasks from the email compose window
  • Signature enhancements
  • Link email to contacts and deals
  • Improved file tags and email scheduler to help users pick dates and times with ease

Learn more


Revamped UI for Import Contacts

Customers can now experience a smoother, more intuitive contact import process with CSV files.

  • Freshsales will automatically map each column to the corresponding field
  • Simplified import options with a clear progress bar

Learn more

 

Bug Fixes

  • A customer reported issues with Global Search showing duplicate results. This has been fixed.
  • Customers reported issues with importing products in the CRM. This has been fixed.
  • Customers reported an issue updating the deal rotting time period in the pipeline settings where the “Save” button was disabled. This has been fixed. 
  • Customers reported issues with editing contact Lifecycle stages in the sandbox instance. This has been fixed.
  • Customers reported issues with data shown in UTC time zone for the field “Updated_on” in the field edit history section. This has been fixed. 
  • Customers reported issues fetching custom module data via API where duplicates are being shown. This has been fixed. 
  • Customers reported highlight card arrows not pointing in the correct direction in RTL view. This has been fixed.
  •  The checkbox field within the web form did not show the checked icon when checked. This has been fixed.
  • Customers reported that the notes count is not displayed for certain contacts. This has been fixed. 
  • Field Dependency is not removed when the choice of the dependent field is removed. This has been fixed.
  • The task assignment notification was sent to the previous owner even after re-assignment. This has been fixed.
  • Customers reported issues with sending bulk SMS where some contacts were skipped. This has been fixed.
  • Compose modal was not visible during resizing the browser. This has been fixed.
  • A customer reported an issue with the classic report where filters applied on "Import Label" returned no results in the filtered section in custom reports. This has been fixed.
  • Customers reported that deleting a task type triggered a workflow automation set to trigger based on the field “Updated_by”. This has been fixed.
  • A customer reported that they could not view the notes count in the Kanban view card. This has been fixed.
  • Whenever a contact was deleted, the associated task was not deleted from analytics. This has been fixed.
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