bpm’online 7.8.3 release notes
PDF

icn_basic_interface.pngBase interface and system capabilities

  • The [Data entry compliance] lookup now has an ability to select a column from a connected record profile. This means that data from connected records can now be used to calculate profile completion. For example, data from the account’s primary contact record can affect the profile completion of the corresponding account.

  • The system now warns users when they attempt to close record pages that have unsaved changes. A user can choose to return to editing or discard the changes.

  • Advanced filters now support HTML tags in column headers.

  • Profile completion value calculation has been improved for columns with special characters (“.”, “,”, “$”, etc.).

  • Page-by-page loading of lookup values in long drop-down lists has been implemented.

Values in the list of the [Country] lookup field

release_notes_lookup_load.gif 

  • Account address is now displayed properly if a map is opened in the “Visit scheduling” view of the [Activities] section and the btn_com_map_minicard.png button is clicked in the pop-up summary.

  • The error that caused record pages with currency fields to remain in edit mode, even if the data had not been modified, is now fixed.

  • Filters now process “Date-only” fields correctly. Previously, filters by date-only fields (such as birthdays) did not display any records in some cases.

  • Application login page is now displayed in different languages, depending on the browser language settings (if the corresponding localization is available).

icn_customer_database.pngCustomer database management tools

  • Added the ability to merge any two accounts or contacts. To do this, select two records in the list and execute the [Merge records] action.

Merging duplicates in a list

release_notes_duplicates.gif 

icn_mobile.pngMobile application

  • Lookup fields added in the Mobile Wizard are automatically converted to links that open connected record page if a section for the corresponding lookup is registered in the mobile app. Now, if you add an [Account] field on a page, using the Mobile Wizard, it will be automatically converted to a link that opens the page of the account selected in the field.

icn_telephony.pngPhone integration and managing communications

  • First steps of working with the CTI panel have become simpler and more convenient. The panel now displays a hint informing about the ability to call other system users.

  • We have increased the amount of attempts made by the CTI panel to restore connection with the phone integration server after the connection is lost. The period during which the connection attempts are made has been increased from 10 minutes to 8 hours. This allows for restoring phone integration functions automatically, within a working day.

icn_integrations.pngIntegrations

Excel data import

Selecting a connected object column during import

release_notes_excel_add_column.gif 

  • Lookup value search has been added to enhance the data deduplication process during Excel import. Now, start and end spaces as well as letter cases are ignored. For example, importing an account with “john smith” specified as the primary contact will not result in creating a new contact record, if the database already contains a contact named “John Smith”.

  • A warning has been added if a user with insufficient object permissions attempts to select an import object. Also, a similar warning appears if a user with insufficient permissions selects a lookup column on the column mapping page.

  • Ability to select any of the connected object columns has been added on the column mapping step of the Import Wizard. Previously, only the primary display column could be selected. This means that when importing accounts, in addition to primary contact names you can use email addresses and phone numbers to bind primary contacts to imported accounts.

  • Adding data to connected objects (for example adding primary contacts when importing accounts from Excel) has been optimized. If a connected record was not imported for some reason, the import file is still parsed until the end and records are added to the primary import object. Details on why the record was not added to the connected object can be viewed in the import log.

  • The current employment information of imported contacts is now filled out when importing the “Account” object data if the “Primary contact” column is not empty in the imported Excel file.

  • The import completion notification now contains information about the name of the import source file.

  • Now you can easily find imported records in the section list. An ability to open a section with the list of imported records has been added. A filter to display the imported records will be automatically applied to the section list. This function is only available if a section was selected as an import object.

All imported records are automatically tagged with date and time of the import, so that they can easily be located in the future by filtering the list by the corresponding import tag.   

Viewing imported records in the [Contacts] section

import results 

Email integration

  • Emails can now be viewed by all recipients regardless of their access rights to the “Activity” object.

  • Email synchronization via IMAP now works properly if emails are received by the mailserver while synchronization is occurring.

icn_sales.pngBpm’online sales

  • Added ability to enter and store currency exchange rates as a “base currency to current currency” ratio. The exchange rate is calculated as the value of the current currency in terms of the base currency: for example, if base currency is USD, then exchange rate for EUR will be calculated as 1 EUR = 1.09 USD.

  • The [Status] field is now filled in automatically when a new order is created.

icn_marketing.pngBpm’online marketing

Bulk emails

  • Added ability to use Emoji symbols in the subject and body of emails.

  • The mechanism for deleting contacts from a bulk email audiences with large numbers of recipients (around 1 million) has been improved. The changes made to the recipient list are now displayed immediately, without updating the page.

  • Special characters can now be used in bulk email macros. Previously macros did not work if their values contained special characters, such as “+” or “-” (frequently used in phone numbers).

  • Bulk emails are now easier to configure. The “Bulk email setup” page has been added to the [Email] section, where you can modify all integration settings with bulk email services. To open the page, use the actions menu in the [Email] section.  

The [General integration settings] tab contains a number of system settings for data exchange with bulk email cloud service prociders as well as indicators for monitoring current connection status.

The [Sender domains] tab contains a list of domains that are configured for sending bulk emails, DKIM/SPF key verification status for each domain, and DKIM/SPF key setup instructions.

Email setup page

release_notes_email_settings_page.png 

  • The procedure for receiving a response for each bulk email recipient has been improved and now includes recipients to whom emails were not sent. All recipients can now be added to bulk email audiences. Email addresses are verified at the time of bulk email launch. All contacts to whom emails were not sent as part of the bulk email are now available for analysis in the list of recipients after launching the bulk email. If an email was not sent to a contact, one of the following responses is set:

“Canceled (unsubscribed from all emails)” – if the [Do not use email] checkbox is selected for the contact.

“Canceled (invalid email)” – if the [Valid] checkbox is cleared for the contact.

“Canceled (incorrect email)” – if contact’s email address violates format requirements (does not contain the “@” character, etc.).

“Canceled (email not provided)” – if the [Email] field is not filled in for the contact.

  • Images can now be added to bulk email templates using relative paths (image links).

  • On bulk email launch, bpm’online now automatically notifies you if the DKIM/SPF keys are not set up for your domain. If the domain used in the sender’s email address is not verified, you now have an option to open the domain setup page and get instructions on DKIM/SPF key verification.

Website event tracking

  • System hint for the domain list field is now displayed correctly on the website event tracking page.

  • Tracking can now be set up for websites with dynamically generated URLs. Use the “*” character in the URL to set up a single “Page visit” event for the whole domain: “example.com/*”. Bpm’online will track all page visits on this domain and record tracking information on bpm’online lead page.

Landing pages

  • The [Website URL] field on the landing page field has been renamed to [Website domains]. Added the ability to specify several comma-separated domains. Landing page can now process domain addresses in any format (with or without “http” and/or “www”).

icn_service.pngBpm’online service

  • The customer portal can now be used immediately after populating primary system sections with data. The customer portal has been enabled by default for all newly deployed websites.

  • Automated incoming email analysis for auto-replies and spam. This helps free up helpdesk resources for more efficient processing of actual emails sent by users.

You can now control how bpm’online should process junk emails in a support mailbox and determine whether to create cases for them. When a new email is received in the support mailbox, the senders email address is analyzed. If the address is blacklisted, the system will either create a new case or not, depending on current settings.

Lookup for blacklisting email addresses

release_notes_service_blacklist.png 

icn_user_settings.pngUser customization tools

Section wizard

Content designer

List setup

icn_performance.pngPerformance

icn_development.pngDevelopment tools

 

  • The ability to create a blacklist of email addresses and domains has been added. This enables bpm’online to flag messages sent from blacklisted addresses as “junk mail”. This lowers the workload of the staff tasked with email processing and increases operational efficiency.

    • The ability to select the case status for junk emails has been added. This helps streamline initial system setup and day-to-day operations. By default, junk cases are assigned the “Canceled” status.

    • Validation for the response time and resolution time fields has been added in the [Services] section. Entering a zero value will cause the system to display a corresponding hint and will not permit saving the service.

    • The service model performance has been improved due to optimizing the data structure of the service and configuration item connection details.

    • Portal users can now post comments in case feed after the case has been resolved.

    • Messages that contain attachments and no text can now be posted on the customer portal. Sometimes users post comments to attachments and then attempt to send files attached to posts with no text.

    • All detail columns are now available in the detail settings window in the Section Wizard, regardless of the package hierarchy. Previously, certain columns were not displayed due to the parallel hierarchy of bpm’online configuration.

    • If columns were deleted from an object, the Section Wizard will mark them during the page setup step, so that these columns can be removed from the page.

    • The [Customer] column is now displayed correctly in the Section Wizard.

    New Content Designer blocks

    release_notes_content_designer_new_units.png 

    • New templates, added with the help of the Content Designer, are now displayed in the [Email templates] lookup list immediately after saving.

    • Several horizontal splitters, as well as call to action buttons, have been added to the default blocks in the Content Designer for a more intuitive and convenient template editing experience.

    • You can now select text color when working with text blocks in the Content Designer.

    • Previewing HTML element blocks has been fixed.

    • Ability to work with the source HTML code of text blocks in the Content Designer has been added.

    • The interface for working with HTML block contents in the Content Designer has been updated. Added syntax highlighting, automatic tabulation, code auto-completion and highlighting of brackets.

    • Template content can now be quickly aligned right/left or center in the Content Designer. Alignment controls for HTML templates have been added to the canvas setup block.

    • After saving the template body in the Content Designer, the template page is now automatically saved in the [Email templates] lookup.

    • The column setup page now opens properly for new details that had been added in the Section Wizard.

    • Performance of [Feed] section queries has been improved in cases when user permissions are limited in the feed channels.

    • Section and detail pages now open faster due to optimizations in the base page method loading sequence (the init method in BasePageV2) as well as improvements to the asynchronous loading mechanism of the tab container (LazyContainer).

    • The memory cleanup mechanism for visual UI components has been optimized. This will improve browser performance when working with the system in the future.

    • Base relationship detail and page schemas have been generated for bpm’online service enterprise, which allows for using of additional configuration and development of the service model.

    • The communication panel menu strings (LocalizableStrings.MenuItemIconNameTemplate.Value) are no longer flagged as localizable text.

    • List settings are now localized automatically. If a translated saved profile cannot be found for the user’s culture, the column names are copied from EntitySchema. If the object column titles are localized, the column names in section and detail lists will now be localized as well.

    • Maximum text length has been increased from 50 to 250 characters in the SysModuleActionLcz table. Previously, trying to import localized strings longer than 50 characters resulted in an error.

    • Implemented the ability to expand account pop-up summaries. This will enable adding custom fields to account pop-up summaries.

    • A new “HeaderProperties” column has been added for emails. Email provider synchronization processes have been reworked to automatically fill in this column with information from email headers. Email header data significantly extends email analysis functions.