New Features and Enhancements
New Features
Record Types
Record Types allow you to classify data in contacts, accounts, deals, and custom modules so users from different roles can consume and update data in the CRM in different ways. This is possible by having different field permissions and data scoping per record type per role. Based on the record type, administrators can also set up different types of follow-up processes or automations like workflows, sequences, auto-assignment rules.
More details here.
Enhancements
Creation of email templates from workflows and sales sequence pages
Email templates can be created from Workflows and Sales Sequence pages without having to move away from the pages.
Changes to Freshworks sub-processor list
We plan to update our sub-processor list.
| Audience | Sub-processors we’re adding | Sub-processors we’re removing |
| Freshsales Suite users | Datastax Calendly | Google Cloud Platform |
| Freshsales Classic users (Older Freshsales users i.e. pre-Oct 2020) | Sumologic Calendly | Google Cloud Platform |
You can find more details about these changes here. Freshworks performs an annual review of its sub-processors to ensure their compliance with the appropriate technical and organisational measures. To know more about these measures, we encourage you to read our Data Processing Addendum and Privacy Notice completely.
If you have any questions about this update, please write to support@freshworks.com.
Bugs
- Some users reported that without filling all the mandatory fields in a classic webform creation page, if they click on the "Preview" button, no error message is shown on the page. This is fixed now.
- Some users reported that users with restricted access could view records owned by others. This is now fixed.