Welcome to the Crelate Administrator Release Upgrade Guide for July 2022. This guide provides an overview of changes that may impact your users or require you to take action. This release adds several new features and improvements that Crelate Administrators may want to pay particular attention to. None of these changes require action unless you want to take advantage of the improvements.
NEW – This is a new feature or functionality. It may need to be enabled and configured.
IMPROVED – This is a change to an existing feature.
CHANGED – This is an existing feature or behavior that has changed, and users need to be aware.
This release will have updates that Admins should be aware of as it relates to:
Email Journaling – New Email Privileges Improvements – Improved
Impact | Added Privileges for accessing Emails |
Severity | Medium |
Applies To | Organizations with Email Journaling enabled in Crelate |
Action Required | None |
SKU | All |
Crelate Administrators can now control who can see Emails, just like any other Activity in Crelate. Use custom User Roles to grant or remove the privilege to create, read and delete email activities.
Email Journaling – Exclusion Lists – New
Impact | Added the ability to excluded certain email addresses from journaling |
Severity | Low |
Applies To | Organizations with Email Journaling enabled in Crelate |
Action Required | None |
SKU | Business and higher |
**Please Note** The best and preferred way to prevent emails from being journaled in Crelate is to configure your email server to never send them to our servers for processing. This can be done via rules in Exchange, Office 365 or Gmail. If that option is not available, for convenience, we’ve added the ability to filter them on the Crelate Servers.
A new setting has been added to Email Journaling called Email Exclusion List. This gives Crelate Administrators the ability to exclude all emails associated with a specific email address, blocking them from getting journaled. It is important to note that Crelate will still receive the message, so as a best practice, we recommend you configure the rules directly from your email server so that the email is filtered out and never passed over to Crelate. You can add/delete email addresses by using the “+” and “-“ buttons on the top corner. Once you are done, be sure to click “Save” on the top.
Email Journaling – Emails from Automated Workflow – Improved
Impact | Option to have emails sent via Automated Workflow configurations will be journaled |
Severity | Low |
Applies To | Organizations with Email Journaling enabled in Crelate |
Action Required | Optional – Select to “Journal this email” in Workflow settings |
SKU | All |
We heard feedback from our customers that they want emails sent through Automated Workflows to be journaled, too! That way, you get a full picture of all the communication that went out to a Contact. When setting up your Workflows (or updating existing ones), you will see a new option to “Journal this email” if you have automatic email messaging set up. Go to Settings > Basic Setup – Workflows… By checking this box, this email will be journaled.
What's Next?
Looking for more regarding our upcoming July Release? Review our full 2 Factor Authentication Upgrade Guide below.