Version 6

This page contains details of the updates for Version 6 (Jan 2025)

New search items

• Phone No Search
• Email Search
• Address Search/Summary - search for an address and see entities linked to it
• Library/Document Search/Summary
• Communication Search/Summary/

Note: For existing clients these must be added to the "Search Menu" via the config area. We recommend you review SQL indexing also.

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
• Person Summary now has a vCard download button
• In File Email dialog "All matches" will also show recently updated oppos/cases etc

Smart Tagging

• This is being introduced to bring a level of tagging to Office 365. This is OFF by default. It can be enabled from the config area.
• 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 and FROM and TO fields to see what entities it is filed against.
• Previously filed emails will show a message saying so in the taskpane and file email dialogs. This is the replacement for the custom fields that are available on Classic Outlook.

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

Note: Inline Page Links must be turned on. External Page Links is the default as this was origionally how links work.

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. Can also be downloaded as a VCF (vCard)
• Person tab with QR Business Card - Generates a QR code a user can show to someone and pass a persons information to someone else. Can also be downloaded as a VCF (vCard)
• User Activity Report - Users activity for today...communications logged and type
• Recording. 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