About this Guide
This guide is designed to help Crelate System Administrators understand the potential user impact of an upcoming release of Crelate. The guide provides additional insights that Crelate System Administrators should be aware of. Crelate provides this guide ahead of scheduled releases to allow Crelate System Administrators time to prepare for and take advantage of new or changing system capabilities.
About Crelate Upgrades
All upgrades to Crelate are automatic, benefit all users and typically require no user action. However, not all system upgrades are on by default. System Administrators may need to opt-in or opt-out of some new functionality. We know change can be disruptive and we work hard to ensure System Administrators have the flexibility to control when new features are available to their users.
Include Job Number on Back-Office Exports
Impact | Time Card, Expense, Billable Item, and Payable Item Exports will now include a column for Job Number |
Severity | Low |
Applies To | Omni – Deliver Users |
Action Required | None |
SKU | Omni |
All of our Deliver entity advanced exports (Time Cards, Expenses, Billable Items, and Payable Items) will now include the Job Number of the Opportunity that the record relates to. This only pertains to advanced export, the standard grid export remains unchanged.
Disable Webhooks if they Repeatedly Fail
Impact | If a webhook repeatedly fails, we will disable the webhook |
Severity | Low |
Applies To | Users with integrations that utilize webhooks, mainly Zapier |
Action Required | If an integration stops working, contact support to determine if the webhook has been disabled due to consistent failures |
SKU | All |
We will be disabling webhooks that repeatedly fail. This mainly occurs when the webhook is for a disabled org/user that was utilizing Zapier. The disablement will occur after 50 concurrent failures and will require contacting support to re-enable.
Shared Credentials for Disabled Users
Impact | Disabling a User will now un-share any of their shared email credentials |
Severity | Low |
Applies To | Orgs with disabled Users that have shared email credentials created and shared by the now disabled User. |
Action Required | If any of your shared email credentials are owned by a disabled User, an active user will need to re-create and re-share those credentials. |
SKU | All |
When a User is disabled, any shared Credentials will now be unshared. Previously Credentials shared a User remained available even if that users was disabled, this would work for a short while, but eventually the Credentials would expire and not be renewable (since the User is disabled), this would cause confusion and bloat the list of Credentials.
Going forward, Credentials will be unshared and removed within 1 to 30 days of a User being disabled.
Modern Browser Requirement – (Coming Soon)
Impact | We are updating the minimum browser version in January 2025 |
Severity | Low – 99% of users are already on a modern browser. |
Applies To | All customers and all users. |
Action Required | If you are on a legacy browser version of Chrome, Safari, Firefox or Edge you should upgrade to a more recent version. |
SKU | All |
Officially, Crelate is only developed and tested against the most recent version of modern browsers. However, we do not explicitly block users on browsers that are 5+ years old. To improve security, performance and general quality of the product, Crelate is updating the minimum support versions of our Web Application.
The development team is now coding against the more modern ES2022 standard, which means that starting in January 2025 you will need to be on the following browsers:
Chrome 93 or higher (Latest and preferred is 132 or higher)
Firefox 91 or higher (Latest and preferred is 132 or higher)
Edge 93 or higher (Latest and preferred is 130 or higher)
Safari 17 or higher (Latest and preferred is 18 or higher)
To prepare for this change, please upgrade your browsers before January 2025.
Two Step Email Opt Out
Impact | Updated the process for unsubscribing from Crelate emails to a 2-step process. |
Severity | Low |
Applies To | Users unsubscribing from Crelate emails |
Action Required | None |
SKU | All |
Unsubscribing from single transactional or bulk email from Crelate used to be accomplished via a single click. Moving forward, we’ll include a confirmation page to prevent accidental unsubscribing. This does not apply to campaign emails.