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.
Crelate User Interface (UI) Refresh
Impact | We're introducing a new modern UI |
Severity | Medium/Low |
Applies To | All Users |
Action Required | To prepare your team for a refreshed design by attending webinars and reviewing video clips. There are no major functionality changes, just a sleek new user interface. |
SKU | All |
We’re excited to roll out our updated UI, designed to deliver a modern, state-of-the-art experience with minimal impact to your team. Core workflows, permissions, and configurations remain unchanged, so no re-training or setup updates are required.
What’s new is a cleaner, faster, and more intuitive interface, making information easier to scan and act on, while laying the groundwork for future innovation.
Below, we'll show a sample of previews with the new interface images first, followed by the current experience.
Left Navigation
Job Dashboard
Contact Record
Crelate User Interface - Minor Adjustments
Impact | We'll overview a few minor adjustments to be aware of |
Severity | Low |
Applies To | All Users |
Action Required | Review and prepare for minor visual changes to a few existing buttons. |
SKU | All |
We've made minor adjustments to the placement of a select number of buttons. Namely the Client Portal (on a contact record) & Documents. Additionally, the Home Page has been adjusted to be cleaner and less redundant.
Client Portal
Documents
Home Page
Chrome Extension Updates
Impact | We're updating our Chrome Extension to take advantage of our proprietary data sources. |
Severity | Medium |
Applies To | All Users |
Action Required | Users may need to download/refresh post deployment. |
SKU | All |
We're looking to update our Chrome Extension in an evolving landscape. To do so, we'll be updating the extension to take advantage of our own proprietary data sources. This allows us more control over the parsing experience as opposed to being dependent on 3rd party providers.
What this means
We will no longer parse pages. Instead, we will look (based on the name or URL) to our own data sources to find information on that person and return data.
What are the outcomes of this?
Less dependency on 3rd party providers: Previously, many vendors had their own rules for what can and cannot be parsed. We'll now have more control and consistency by using our own data sources.
Some profiles not found: While our proprietary databases have over 1B people, there may be profiles we don't have. In that instance, you may still use the extension by inputting data into the fields and selecting save to create the record.
What's Next?
If you haven't already, check out (or register if you're viewing this before the 27th) our webinar to see the full new design in more detail.