Version 1.8.0
The new B2B CRM version includes the changes that significantly increase the application capabilities and improve the user experience:
- generate content automatically with Ainergy;
- reassign multiple records from one employee to another;
- change the responsible from the customer company list simultaneously for multiple customer companies in the selected sales direction;
- we have refactored the Sales, Actions, Content Management and Marketing sections' forms;
- new fields have been added to the Sales Direction and Partner Level forms;
- the displaying and work of the Member List and CRM List field Render widgets have been improved.
New features
Automatic generation of content with Ainergy
Required Ainergy version: 1.12.0 or later. The integration configuration is described in the documentation.
The new application version includes the ability to generate data using Ainergy. After the configuration of the integration, you will be able to generate data with AI for the completion of the fields on the application forms. The list of forms and new UI actions:
- Marketing Message – the Generate and Shorten UI actions that fill in the Name field and improve its value;
- Content Item, Content Task, Content Package – the Generate draft UI action that fills in the Markdown text field;
- Pain – the Generate implication UI action that fills in the Implication field with a table that elaborates on the customer pain.
Two new widgets CRM AI Generation for Author and CRM AI Generation for Observer have been developed for the work of the integration, and three new system properties have been added:
- crm.ain.ai_enable – set the value to true to display the UI actions for automatic generation of data using AI;
- crm.record_processing.ttl – the property defines the maximum time in seconds to expect a response from Ainergy when the integration is used. When this period is exceeded, the process is completed with an error.
- crm.record_processing.polling_timeout – the property defines the period between requests to the event expecting the completion of the record processing when the B2B CRM-Ainergy integration is used.
Additionally, we have improved the structure of the Content Management section of the documentation.
Read more:
Bulk change of responsible employee
You can now simultaneously reassign multiple records from one employee to another. This could be useful in case of dismissal or vacation.
For this purpose, we have added a new UI action to the Employee (employee) form burger menu, Reassign records. When clicked, a modal window opens where you can configure the reassignment. You can specify:
- The New responsible employee;
- The Tables which records need to be reassigned;
- The Responsible field in each of the selected tables. The value of the specified field is overwritten if the reassignment is confirmed.
- The Condition for the records to qualify for reassignment. The condition can be configured separately for each of the added tables.
At a successful reassignment, the configuration of tables, fields, and conditions created by the user is saved into a new table called CRM User Preference (crm_user_preference). Next time the user opens the widget, they will see the configuration of their previous reassignment. At each successful reassignment the preferences get updated.
There is also the default reassignment widget configuration. It is stored in a new system property called crm.employee.reassignment_config.default.
Read more about the reassignment widget in the documentation.
Bulk customer companies reassignment
We have added a new UI action to the context menu of the Customer Company (crm_customer_company) list interface – Reassign. The action changes or assigns a responsible for the selected records in the specified sales direction.
- The reassignment is performed only if at least one active customer company is selected. If the record selection contains inactive companies or partners, those records will not be reassigned.
- In the modal window that opens after clicking Reassign, you will see the number of records to be affected. You will have to specify a Sales direction in which you need to change the responsible. After that, you will be able to select an employee of this sales direction as the new Responsible.
- The Responsible will be changed to the specified employee in the Responsibility (crm_responsibility) records created for this company and sales direction. If no such records are found, they will be created for the specified company, sales direction, and employee.
Read more in the documentation.
Improvements
Refactoring of the Sales and Actions sections' forms
We have made a number of improvements to the Sales and Actions sections' forms, and also to the Product form.
Sales
| Form | Table name | Improvements |
|---|---|---|
| Opportunity | crm_opportunity | New fields:
The Create task for pre-sale button is now available regardless of the completion of the Pre-sale field. |
| Lead | crm_lead | The reference qualifier of the Exiting contact field has been improved. |
| Customer Contact | crm_customer_contact | The template of the Full name has been fixed: the first name is now before the last name. |
Actions
| Form | Table name | Improvements |
|---|---|---|
| Phone Call | crm_phone_call | The Start date and time and End date and time fields become non-mandatory if the Due date is specified. If the Start date and time or End date and time field is empty when the record moves into the Compelted state, the field(s) is/are completed automatically. |
| CRM Task | crm_task | New UI actions:
|
When a CRM Task is created, a notification is sent to the user specified in the Responsible field, or to the group from the Assignment group field if the responsible is not specified. When the task moves into the Completed state, a notification is sent to the Responsible if they are not the creator of the record.
Additionally, a column style rule has been configured for the Due date field. If the record state is not equal to Completed or Closed, the column is highlighted with:
- yellow when three days or less are left until the Due date;
- red when the Due date has come or passed.
Products
The following elements have been added to the Product (crm_product) form:
- the Product manager field;
- the Description tab with the new Markdown text field;
- the Notes tab with Activity Feed.
Read more:
Refactoring of the Content Management and Marketing sections' forms
We have made a number of improvements to the Content Management and Marketing sections' forms.
Content Management
| Form | Table name | Improvements |
|---|---|---|
| Content Distribution Channel | crm_content_distribution_channel | New field: Responsible for publications |
| Content Format | crm_content_format | New fields:
|
| Content | crm_content | New field: Publication date New section: Draft. It contains the old Markdown text field and the new one called Source materials. |
| Content Task | crm_content_task | New field: Assignment group. If the Assignment group field is completed, the Responsible field becomes non-mandatory. New section: Draft. It contains the Markdown text field. |
| Content Package | crm_content_package | New fields:
New section: Draft. It contains the Markdown text field. The Activity Feed has been added. |
| Publication | crm_publication | New fields:
|
Now, at the decomposition of content the Assignment group fields of created tasks and packages are completed automatically, if the corresponding fields are completed in the selected Content format.
The employee who decomposed the content is now specified as the Responsible in the created content packages. This logic used to be applied to content tasks only. For publications, the Responsible for publications from the selected content distribution channel is specified as the Responsible for the record, or the current user if the field is empty.
Additionally, now in the CRM MD Beautifier widget the name of the field to which the widget is added is displayed as the title instead of the table name.
Marketing
We have created a new state for the Marketing Campaign (crm_marketing_campaign) records called Planned.
Read more:
New fields for the Sales Direction and Partner Level forms
New field of the Sales Direction (crm_selling_direction) form:
- Responsible for publications – the field contains an email to send system notifications for this sales direction.
New fields of the Partner Level (crm_partner_level) form:
- Discount, % – the field contains the discount percentage provided to the deals of a partner with this level.
- Level weight – the field contains the weight of this level in the Partnership program.
Update of list widgets
We have improved the Member List and CRM List field Render widgets: now, records in these widgets are displayed with the recordList SimpleTag. Through this, new configuration options have become available for these widgets.
Read more: