Version 6

This page contains details of the updates for Version 6 (Dec 2024)

New search items

• Phone No Search
• Email Search
• Address Search/Summary
• Library/Document Search/Summary
• Communication Search/Summary/

Note: For existing clients these must be added to the "Search Menu" via the config area

Screens

• Company images supported. So in Sage CRM if you have a libr_type='CompanyImage' and a record with this value this image will be used and overlayed on the top area. If there is no image but there is a website the system tries to use the "favicon.ico" from the website.
• Person images supported. So in Sage CRM if you have a libr_type='Image' and a record with this value this image will be used and overlayed on the top area. If there is no person image but there is a company one this will be used.
• Opportuntities and cases will show the company image if there is one.
• Lead uses Lead_CompanyWebSite url and favicon.ico only

Smart Tagging

• This is being introduced to bring a level of tagging to Office 365.
• New entities are linked to the selected email. This is set in a new table 'ctEntityLinks' (metadata installer must be run to install this).
• The system will also try find item the email might be linked to. For example it will use the email subject to see what entities it is filed against.
• Previously filed emails will show a message saying so in the taskpane and file email dialogs.

NOTE: this feature must be enabled from the config area.

Workflow Progress

• You can now add in a workflow progress (Tracking) list to entities

Page Links

• External Page Links - These are the links that open in a new tab. You can turn these on/off now from the config area.
• Inline Page Links - These are the new method which allows you open the link in the existing session (the same tab you are on) and not open multiple tabs. You can turn these on/off from the config area.

Demo of Inline Page Links: https://vimeo.com/1031571625/67195c28d6?ts=0&share=copy

Experimental features

• Mapquest integration - Allows you see a map location of an address
• ICS file download page - allows you download an appointment as an ICS file which will open your default calendar
• MailTo (MX Email Templates) links page
• User QR Business Card - Generates a QR code a user can show to someone and pass their information to someone else
• User Activity Report - Users activity for today...communications logged and type
• Recordning. Record a voice note and upload against a communication
• Download Email comms as .EML files. This allows you to reply from your default email client.
• Download Meeting comms as .ICS files. This allows you to open the item in your default calendar.

Web Apps

• This is a migration to the client software stack and should result in improved performance for end users