Patch 1.9.2

In the new version, we improved user experience when working with company and customer contact records; we also added the capability to create customer contacts from an XLSX file. Some tables were supplemented with new columns, some columns were renamed to make it easier to work with record lists.

Improvements

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Companies

We expanded the agent interface users' rights without special CRM roles. Now all agent interface users can view companies where the Class field is set to Client or Customer.

Customer contacts

Working with customer contacts is easier now – you can activate and deactivate users directly on the contact form without visiting the user's record in the Employees (employee) table.

New form elements:

• a new checkbox Active under the User field allows to see whether the current contact is linked to an active user,
• new buttons Activate user and Deactivate user.

Customer contact import

Now it is possible to add customer contacts by importing XLSX files. Users can fill in a template in English or Russian and upload it to the system. After processing the file, contacts will be imported into the Customer Contacts table.

Read more in the Contact import article.

Opportunities

We renamed the following columns in the Opportunities table to improve scanning:

Previous name	Current name
Estimated revenue, opportunity currency	Estimated revenue
Estimated margin, opportunity currency	Estimated margin
Revenue, opportunity currency	Revenue
Margin, opportunity currency	Margin
Estimated amount, opportunity currency	Estimated amount

Other changes

A few fields were changed in the following table forms:

Table	Column
Reference (crm_reference)	Use the new field titled Logo to attach an image.
Lead (crm_leads)	There is a new field titled Number showing the number of the lead. The field is displayed in the CRM Information widget. There is a new field titled Vendor. Use the field to specify the vendor company involved in the work on the lead. The Partner representative field was renamed to Partner representative. The field references the Customer contacts table. There is a new field titled Partner representative. The field references the Employees table. The field's dictionary lists all employees of the company specified in the Existing company field. The dictionary of the Responsible field now lists the employees belonging to the company specified in the Sales direction field. The Sales direction field is now completed automatically.
Opportunities (opportunity)	There is a new field titled Partner representative. The field's dictionary lists all employees of the company specified in the Partner field. A disqualified lead is now displayed in the Originating lead field.
Content (crm_content)	Use the new field titled Partnership agreement to specify the partnership agreement for which the content was created.
Content Tasks (crm_content_task)	The related list Publications now has a button titled New. Click it to create a publication linked to the content task.

Fixes

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DEF0023182: Fixed the problem that compromised the filter condition "is one of" in the Autocomplete Rules (crm_autocomplete_rule) table.

DEF0021006: Fixed the behavior of the Company name, Company website, and Company TIN fields in an existing a record of the Leads (crm_leads) table when the lead is re-qualified.

DEF0020954: Fixed the behavior of the lead qualification and disqualification modal windows. Previously, the values 1 and 0 in the Company TIN field of a lead allowed users to open the modal window, while the value 0 also allowed users to save the changes. Now, entering either of these incorrect values triggers an error message.