New Features and Enhancements
Web forms with attachments
You can now attach files when you submit forms easily. Freshsales adding up to 5 files in a single field, each up to 30 MB.
Field edit history for Deals
Gain improved data management capabilities, deeper insights, and effortless tracking of deals with Field Edit History. Easily view changes made by users/system, pinpoint when they were made and stay on top of all deal-related information.
Spark UI enhancements - Deals module
Spark UI for deals is getting a makeover to boost user productivity significantly. Deal summary is redesigned to provide users with easily comprehensible insights. Changes include the following:
- Customize table and card fields, set the default pipeline, and define the deal stale age right from the Deals module
- Switch between table and all card views from a single switcher
- Access quick action buttons when you hover over record names
- Toggle between compact and expanded card views
- Simplified deal summaries for improved clarity
Revamped UI for Contact 360 page
Enjoy a sleeker and refreshing UI on your Contact Details Page. Access every customer detail with customizable layouts, a clutter-free screen, revamped highlight cards, a new overview section, and an updated action bar.
Enhancements to the Left Navigation Bar
The LNB is now simplified with 7 items and no sub-menus to ensure you can access key features quickly. To ensure the features (Quotas & Forecasting, Activity goals, Products catalog, Power Dialer list, Sales Sequences) removed from the LNB are discoverable, we have introduced additional discovery touchpoints in-app.
Updates to Workflow template names
Workflow template names are now simplified so it’s easier to setup and run workflows.
Revamped UI for Auto-assignment Rules
We’ve introduced default auto-assignment rules to make it easier to get started with auto-assignment rules. You can enable the rules right away or tweak the filters to have all incoming records assigned to the designated sellers in a round-robin fashion.
Bug Fixes
- Customers reported that the Opt-in checkbox label in classic web form was not aligned with the checkbox for non-English language. This has been fixed.
- Customers reported that CSV import was stuck in progress for a long time. This has been fixed.
- Customers reported issues with accessing records from email reminders sent from CRM. This has been fixed.
- Customers reported issues with the Sales sequence not exiting contacts when replied (by exit condition rule). This has been fixed.
- Customers reported that the CSV import to update accounts to contacts failed when the name of the account had a comma in it. This has been fixed.
- A customer reported an issue with adding currency to certain products in the CRM. This has been fixed.
- Customers reported that Contact Import failed with the error “Invalid record”. This has been fixed.
- Customers reported that the check-in and check-out fields appear in the Browser even though the option is not enabled in the Sales activity settings. This has been fixed.
- Customers reported a mismatch in displaying created/updated dates of tickets in Freshsales and Freshdesk. This has been fixed.
- Customers reported a discrepancy in contact import where clicking on “View records” in the import metrics shows NULL contacts even though the metrics say there were contacts created. This has been fixed.
- A customer has reported that when they navigate from one tab to another, the table of contents doesn't show any data and it says "No deals found" or "No contacts found". This has been fixed.
- Customers reported issues with adding sales activity. This has been fixed.
- There was an issue with updating the deal stage to won/lost from the deal summary section for specific roles. This has been fixed.
- A user reported issues with receiving task reminder emails although it’s enabled. This has been fixed.
- Customers reported that they were unable to edit the webform if they add a record type for sales_account. This has been fixed.
- Customers reported issues with updating contacts/leads where it throws an error: “Unable to update contact: undefined”. This has been fixed.
- Customers reported that attachments were removed automatically when trying to forward a bulk email. This has been fixed.
- Customers reported issues when embedding Classic web form script in their website where the CSS is affected. This has been fixed.
- A customer reported that the Lifecycle stage page was blank in the sandbox instance. This has been fixed.
- The add outcome button was still present in the entity activities tab, even after having a valid outcome. This has been fixed.