Bpm’online sales

Field Sales package

Quick filters in the [Visit scheduling] view are now properly saved when updating the page or toggling between the record pages.  

Bpm’online marketing

• Bulk email responses will now be received even if the application is temporary unavailable. The responses will be re-sent from the cloud email to bpm’online if the previous attempt resulted in error.  

• The error that sometimes interfered with calculation of the number of clicks on the [Click heatmap] diagram has been fixed.  

• When calculating the number of delivered emails, bpm’online now accounts for the “Delivery error” response.  

• System performance when deleting contacts from a bulk email audience has been improved. Now deleting large numbers of contacts from a bulk email audience will be done faster.  

Bpm’online service

Web form for case registration

You can now integrate feedback forms on your website with bpm’online. When a customer submits a feedback form on your website, a new case will be automatically created in bpm’online. The new case will contain all information from the feedback form.

Feedback form

 

Cases

• User time zone is now checked during case submission to ensure that case deadlines are calculated correctly and are displayed in the proper time zone for the user. If the time zone is not set, bpm’online will automatically prompt to set it.  

• Hyperlinks from the case history can now be conveniently opened in a new browser tab.  

• Customer feedback request upon case resolution can now be disabled. The new [Enable customer satisfaction survey] system setting lets system administrators turn this feature on and off with just a few clicks.

• Added an ability to disable separate customer feedback options without deleting them. To do this, clear the [Is used] checkbox for that option in the [Satisfaction levels] lookup. If the checkbox is not selected for a satisfaction level, the corresponding option will not be displayed in the customer feedback survey.

Enabling and disabling customer satisfaction level options in feedback form

 

Self-service portal

• An ability to set up a custom logo on the customer portal login page has been added. System administrators can now use the new [SSP Logo] system setting to upload a custom image that will be used as a logo on the self-service portal login page (SSPLogin.aspx).

Base interface and system capabilities

Filters and folders

• The folder tree status is now saved when opening section pages via hyperlinks and returning back to the list page.

• Working with section record pages and business process activities no longer causes cleared quick filters to reappear in the section list.

• The filter settings are now properly applied to aggregate columns in the lookup selection windows.

• Lookup value macros (such as the [Current contact] macro) are now available after closing and reopening the filter macro menu of a filter condition.

• Quick filters with long values in them now look better.

Communication panel

• Custom contact and account pages are now supported when a record page is opened via a CTI panel link. Now, if an account or contact page link is clicked on the CTI panel, the custom page that was set up in the Section Wizard will open.

• Fixed the error that prevented new feed notifications from being displayed if the communication panel is open.

• The feed notification counter has been fixed. Now the counter does not reappear after being reset.

Working with the system

• Dragging and dropping an activity in the calendar now constitutes a single change to the corresponding activity record. Previously, dragging and dropping activities disrupted business processes that had events triggered when an activity was modified.

• A new lookup record page or pop-up summary now opens when you create a new lookup record by entering its value in a lookup field.

• An error caused by clicking the [Save] button several times during slow connection has been fixed.

Pop-up summaries

• Implemented opening of custom pop-up summaries from connected records.

Mobile application

The mobile application wizard has been optimized. Changes made in the mobile wizard no longer require compilation. The new settings will be applied to the mobile application automatically, after synchronization.

Integrations

Working with emails

• You can now paste images from clipboard when creating a new email from the action panel or a new email page.

• The IMAP synchronization mechanism has been optimized to avoid partial uploading of images when working with certain IMAP services. The new mechanism uses email UId instead of SendDate.

• The [Processed] checkbox in an email is now mailbox-specific. Previously, an email could be flagged as “processed” if other user downloaded and processed the same email.

• Changing mailbox password no longer resets all other mailbox settings. Previously, other settings reverted to default values whenever the mailbox password setting changed.

• Email message connections have been improved to simplify processing of emails. When a new email is received, the system now checks for previous messages and copies connections from them. Now when a connection is added to the first message in a conversation, same connection will be added to all messages in the conversation.

• A new email indicator has been added to the collapsed communication panel. When the communication panel is expanded, new emails are immediately available.

Google calendar synchronization

• Meeting notifications from the Google calendar can now be synchronized. The meeting owner can now receive both Google calendar and bpm’online meeting notifications.

Excel data import

• Numeric values with three or more decimals are now properly imported to text fields.

Business processes

A new business process element has been added to replace both the [Write email] user action and the [Send email] system action. The legacy [Write email] and [Send email] elements have been removed from the [Process elements] menu, but are still supported to ensure reverse compatibility.

The new [Send email] element supports using process parameter values in the message body, sending emails to an account’s or contact’s address, as well as a number of other improvements to simplify working with the Process designer. The new email element also supports Content designer templates.

New [Send email] element

 

User customization tools

• The sorting of the “Lead pipeline” chart values has been fixed. The stages are now sorted by stage number rather than by the number of leads on each stage.

• Chart hyperlinks no longer become inactive after opening and closing the [Display data] view.

• The hyperlinks are now displayed correctly in the “List” dashboard blocks if an object without a primary display column was selected as the data source for the dashboard.

• The data from the aggregate columns is now displayed correctly in MS Word printables.

Administration

• An ability to delete all licenses from an application and switch it to demo mode has been added. This way you can get acquainted with the product or deploy a development environment without having to submit a license request.

• Audit log can now be enabled and configured through the [System settings] section. All system settings required to set up the audit log have been added to the [Administration] folder. If the audit log is enabled on the system configuration file level, the corresponding system setting values will be ignored for security purposes.

• A proper message will be displayed if a user is missing the license needed to access to a record.

System settings for enabling audit log

 

• The system will now display different error messages if a user enters invalid login and/or password, and if the user is missing a required license.

• The [Administration] and [Configuration] sections now work better with Internet Explorer 11.

Development tools

• The debugging temporary files are now properly deleted after debugging sessions with enabled IncludeDebugInformation.

• All newly added packages are now automatically added to the dependencies of the package specified in the [Custom Package Id] system setting.