Our team at bpm’online is constantly working to deliver advanced capabilities to automate your sales, service, and marketing processes with each new release. Here are the new features included in bpm’online version 7.11. Use our update guide to install the latest version and benefit from the new functionality.

Bpm’online sales

• Work with invoices directly in the [Installment plan] detail. Maximize your productivity by connecting installment plan steps to existing invoices, or manually create and delete invoices directly on the detail.  

Adding an invoice to the [Installment plan] detail

 

Field Sales

• The robust visit scheduling functionality improves field force efficiency with the new [Cyclic tasks] section. Bpm’online calculates the number of available sales rep visits and automatically schedules their visits. Manually created visits will not be duplicated by cyclic tasks: if a manually created visit matches parameters of a cyclic task, it will be attached to that task.

Bpm’online marketing

Campaigns

• Use a familiar BPMN interface to deliver the most personalized engagements  to your potential and existing customers.  A completely re-imagined designer enables you to:

•Restore unsaved changes

•Search for elements in a campaign diagram

•Create multiple entrance and exit conditions in a single campaign

•Branch out your campaign to segment campaign participants

•Work with large amounts of data without slowing down the system

•Rework neglected campaigns

•Restart stopped campaigns

New campaign designer

 

• Get a quicker view of your campaign progress in the campaign log, available in the new campaign designer.  

Bulk emails

• Bpm’online will now identify potential email duplicates while sending out bulk emails. Every recipient with a unique email address will receive an email once, and all other recipients with the same email address will get the “Not sent (email duplicated)” status.  

• Bulk email provider responses (e.g., spam complaints, open and click rates) are processed faster.

• Bpm’online will continue to send emails and process responses even if you restart or compile the application.

• You no longer have to additionally configure the application before sending out your first trigger email campaign.

Bpm’online service

• You can now select an assignee while reopening a case. A reopened case may be escalated to the person who processed the case initially, or assigned to a different individual altogether. Use the [Remove case assignee after case reopening] system setting to remove the assignee from a reopened case.

•  We have added an option to quickly create a new contact or enrich an existing one from the communication history detail on the case page.

Adding contact data directly from the communication history on the case page

 

• The summaries in the [Cases] section now display closed incidents and service requests.

• While creating cases from emails, bpm’online takes into account both the recipient's email address and the mailbox the system received the email from. If the email is received during the synchronization with the support mailbox, a case will be registered based on it. If the email is received during the synchronization with the employee’s mailbox, but also contains the support email address, bpm’online will not create a case for this email.

Core functions

• Select access rights to workplaces while setting up both organizational and functional roles.

• Bpm'online now supports 3 additional languages:

•Arabic

•Hebrew

•Farsi

All UI elements support the RTL (right-to-left) standards and adapted fonts, creating a more comfortable working experience.

RTL (right-to-left) text in bpm'online

 

• We fixed the issue that did not allow users to export data of lookup fields containing text with line wrapping. All lookup data is exported correctly in version 7.11.0.

• Emails are now downloaded faster in the background, and are considered a higher priority over other background tasks.

• You will now receive a notification if bpm’online cannot display an address on the map.

• The lookup selection window will no longer remain opened while going back to the previous page in Internet Explorer 11.

• Bpm’online now uses text fragments to search for lookup data by default. This means you no longer have to use the “%” symbol to search for lookup data. The search conditions are determined by the [String columns filter] system setting.

• The system designer and help buttons will now be displayed correctly when you duplicate a tab with the opened application.

• The detail list now updates automatically when creating a record and while adding associated records (a chain of two or more pages) through its details. For example, if you add a new contact, and create a connected account on the [Career] detail while the associated activity is created on the account page, the lists of both [Accounts] and [Activities] details of the contact page will be updated when the data is saved.

• We fixed an issue that caused the control buttons to disappear when you switch from the list view to the chart view on the [Connected to] detail on the account page.

• You can now display the unique record Id number in the section list. Use the Id number column to create more accurate filters, bind data during import and work with sophisticated reports in Excel.

• We fixed an issue that did not allow users to delete email addresses on the account and contact pages with multiple “Email” communication options.

• System administrators can now update list columns for all users. Clicking the [Save for all users] button on the list setup page now prompts the administrator to choose whether to update list settings for all users or save individual user settings.  

• We fixed an issue of displaying the action menu on the record page, which occurred when navigating in the vertical list between records for which there are separate edit pages.

• We have improved how the [Current] and [End date] fields of the employee’s career are populated. Now, if you change or remove the contact’s account, bpm’online will update the contact’s career as well, by clearing the [Current] checkbox, and recording the date when the contact left the company.

• We fixed an issue that interfered with searching for lookup records after applying a filter and changing the filtering column.

• Bpm’online main menu now has a link to the “Getting started” application, which will guide you through the initial bpm’online setup.

• The list records are now displayed correctly if you select specific date and time formats in the user profile.

• Clicking the academy link in the main menu of bpm’online CRM Bundle will open the User Guide for a relevant product (sales enterprise, marketing or service enterprise) whose main menu is currently open.

Filters and folders

• If a section contains too many records, a loading animation will be displayed when you apply filters or toggle between folders.  

• We fixed an issue that caused the column hierarchy not to display correctly when editing previously saved filters that have connected columns or aggregate columns.

Three-level filtering

 

• The list of favorite folders in the [Filter] menu now does not display empty strings for folders that the user has no access to.

• You can now edit a folder’s filter via the [Set up folder] command of the folder’s menu in a vertical list.

• We fixed an issue that interfered with the “Exists” condition of aggregate filters if a filter was modified several times.

• Filters for favorite folders are now properly saved via the [Set up folder] menu command if the filter conditions have been opened from a previously filtered list.

The [Set up folder] command

 

• You can now select values and apply quick filter using “Up”, “Down” and “Enter/Return” keyboard keys.

Global search

• Data indexing process for global search is now different. The Logstash component is no longer used in the system, which reduces the usage of resources.

Predictive analytics

• Predict the values of any lookup field based on a predefined set of characteristics.

• Bpm’online service can now predict the group of assignees for cases created by email and automatically assign the corresponding support team. The prediction is based on the analysis of the incoming message text. Bpm’online periodically analyses the entire email history to update and improve the prediction algorithms.

• You can set up a custom learning model for predicting the values of lookup fields in any section, using the [Machine learning models] lookup.

Enterprise social network

• Bpm’online now sends notifications to users who were mentioned when editing existing ESN posts and comments.

Mobile application

• Mobile application users will now receive push notifications and reminders with valuable updates, such as meeting reminders or feed notifications.

• You can now configure quick filters in the mobile application. Filtering is available in all sections and details that feature a search bar.  

Integrations

• Bpm’online will now display notifications about any problems with downloading emails from the mail server:

•If the emails could not be downloaded because of the incorrect login credentials, you can specify a new password without the need to go to the mailbox settings.

•If the mail server is unavailable, the communication panel will display a corresponding notification until the connection is restored.

•In case of unknown errors, bpm'online will prompt the user to contact system administrator.

In any case, the synchronization process will be stopped after receiving the “401 Unauthorized” reply from the mail server to avoid locking of the user’s email account.

• When using Single Sign-On, opening bpm’online by clicking a link to a specific page will open the corresponding bpm’online page, as opposed to redirecting to the main menu.  

Business processes

• You can now automatically run business processes in specific periods, for example, hourly, daily (except weekends) at 9:00 AM, every first day of the month, etc. Use the [Start timer] event to set up these periods.

The [Start timer] business process element parameters

 

• We have improved the [Sub-process] element for better support of business process version control. You can now specify only the current business process version as a sub-process. The sub-process parameters will automatically update according to the parameters of the selected process.

• We have added automatic archiving of the business process log records. This will increase the overall bpm’online performance and simplify working with the process log. You can always view the archived records in the business process log by applying the “Archive” filter.

• We have added a new communication panel tab, which displays business process steps that the current user has not completed yet. This will help the users keep track of all business process tasks, even those that are not displayed in the calendar.  

Approving procedure

• You can now enable approvals in any section. Approvals are enabled in the section wizard.  

• The approval setup process has been simplified. We have added a special [Approval] business process element in the process and case designers.

• Approvals are added to the section records automatically. After submitting a record for approval, a corresponding task will appear on the notification panel.

Approval on the notification panel

 

Сase management tools

• New case designer elements:

•[Open edit page]

•[Send email]

•[Approval]

•[Change access rights]

You no longer have to create sub-processes to perform these tasks.

New elements in the case designer

 

User customization tools

• Fixed the substitution of macro values for the linked record columns in email messages sent manually using a template. An error occurred for those macros that have an analog in the [Select macro] menu.

Dashboards

• Add dashboards to record pages to create more focused analytics. Use the section wizard to add dashboards to record pages. The process of creating and setting up dashboards in the section wizard is similar to that in the [Dashboards] section view.

A dashboard on the contact’s page

 

• The object to section connection field is now populated automatically if the dashboard is set up for the current section or if the connected column can be determined.

• The column settings are now saved for each dashboard chart in the [Display data] view.

• The “List” dashboard type will now display fractional numbers with the same number of decimal places configured for the record page field.

Section wizard

• You can now configure business rules for languages (cultures) with incomplete translations. Prior to the 7.11 update, you could only configure business rules for fully translated cultures.

• When you create a new section, the section data is automatically connected to the workplace selected in the wizard. This will make the transfer of packages between sites easier.

Printables

• MS Word printables will now display columns with special characters in their name (e.g., ”*” or “/”).

Performance

• We have implemented a mechanism for canceling queries to the database during module export. The system cancels requests that are still running, but are no longer relevant. This will decrease database server load by releasing resources as soon as the user stops waiting for a response. Requests are canceled in the following cases:

•browser page closed

•browser page refreshed

•request timed out

•network connection error

•module export when switching between sections

•sending a new request to the server before receiving a response.

 

• Client content (*.js and *.css files) is now stored on the application server instead of the application database and becomes static. Previously, the application server generated the content dynamically, based on the current structure of package connections and schema dependencies. Using static content reduces database load and improves the overall usability.

Administration

• Product name is no longer case sensitive when it comes to uploading licenses.

Development tools

• You can now distribute queries to different pools and adjust the allocated server resources with the help of Resource Governor. Complex queries (building dashboards and folders) are executed in a separate pool. You can now limit the allocated resources for that pool. This enables you to build complex queries without significantly affecting the overall performance of the system for other users.   

Marketplace

• You can now manage Marketplace applications directly in the system designer. Use the new [Installed applications] section to:

•install new applications

•try out trial versions

•purchase licenses

•distribute licenses

•uninstall applications

• You can now install applications and templates directly from the Marketplace. Simply select the application on the Marketplace, and specify the website address to your bpm’online application, and the installation files will be automatically downloaded to the system.

Installing a Marketplace application