Release CRM 22.214.171.124 includes the following features, enhancements & bug fixes:
Add 'submitted date' to the Order details report
Add the 'submitted date' to the Order details report. Also include it as search criteria and optional column selection
Enhanced BI and Mongo events
Add subscription events to the Mongo Events collection: These events can be used to keep track of new services, changes, cancellations etc. per period (e.g. per month). This information will not be used to perform analytics on the up-to-date info of a subscriber, but analytics will be performed on the events that were performed during a period.
Service Request/Leads/Orders: keep track of stage and state changes, possibility to also keep track of changing the owner
Contact Statement has the wrong period in body of email
A statement was requested for 'This Year', however, in the email received by the contact, the content reads:
Your requested contact statement (account A00010023) for the period 01/01/2022 - 31/1/2022 is ready for download.
Include Spend cancellation entry in Contact Activity Feed
When cancelling a purchase transaction that had a spend, a purchase cancellation is logged. Include an entry for cancellation of spend under both the 'Activity Feed' and 'Financial Events'.
Clone an Order
Orders can be cloned, i.e. used as a template for creating additional orders with similar items for the same or a different contact.
Ability to keep last filter in all summary screens
The last filter used by a system user is saved and reapplied when the user revisits the same summary screen
Enhanced User Information
Extra information to be kept for back-end users:
Record the date the user was set to inactive
Record the date the user last logged in
SECURITY AND USERS
Sidebar issue with collapsing menu items on small menu
Issue with small sidebar menu when collapsing menu option
USER EXPERIENCE AND TECHNICAL
Users Role selection should behave the same for 'Invite User' and 'Edit User' actions
Edit User screen should also have the autocomplete for user role
SECURITY AND USERS
Issue when creating an automation with two communication actions
When you change the marketing info setting (enable/disable) of the second marketing communication, the first ones is changed instead
Number fields don't accept negative input
When creating a Top-up, with a negative amount, a positive top-up is created instead