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Version: 1.5.4

Patch 1.5.4

Improvements​

Following opportunities​

You can now subscribe to opportunities updates. To support this featue, new UI-actions have been added to the Opportunity form:

  • ✉️ (Follow) – click to add your account to the followers list. This action is availavle only for active opportunities if the current user is not in the list.
  • 📩 (Unfollow) – click to remove the account from the followers list. The action is available if the current user is in the list.
note

Currently, the actions only add the user to the list and remove them from it. The notifications have to be configured manually.

Additionally, we have added validation of values for the Opportunity probability, % field on the Opportunity form and Minimum probability of opportunity, % on the Opportunity Stage form. Now, only an integer number from 0 to 100 can be specified in these fields. Otherwise, the record is not saved and an error is dispalyed.

Column Highlighting in the CRM Information Widget​

We have added column highlighting with colors according to the style rules in the CRM Information widget. To enable the feature, specify the columns to apply the style rules in the new attribute colorizedFields that is configured in the Configure the value of the widget options window.

We have configured default column style rules for the Status reason column of the Opportunity table:

  • In progress – blue
  • On hold – yellow
  • Won – green
  • Lost the competition – red
  • Canceled – grey

We have also adjusted the configuration of the CRM Information widget instances for the use of the new attribute, deleted unused instances of the widget and SP forms for the Meeting (crm_appointment), CRM Task (crm_task), Phone Call (crm_phone_call), and Email (crm_email) tables.