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. As always, stay tuned in the coming weeks for more details, feature webinars, and more.

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:

We have invested in a number of email journaling privilege enhancements. To learn more about specific enhancements, select the links below:

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.

**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.

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.

Sequencing gives users the ability to define sequences to connect with contacts and helps guide Crelate users through steps to maximize outreach engagement. We are currently accepting customers into our Early Adopter Program which is a closed 6 week BETA. If you are interested in participating and being one of the first to use this new and exciting feature, please Connect with Crelate Support.

With our July release, we are launching a Beta of Geofencing available for mobile timekeeping. If opted into the BETA, admins will be allowed to choose a radial geofence to enforce around selected worksites. For more information and to opt into the BETA, please Connect with Crelate Support.

Previously, our Crelate Administrators had the ability to utilize only email and/or phone for two factor authentication as an extra layer of security for logging in to Crelate. We have added the ability to use Authenticator apps (I.e., Google Authenticator, Microsoft Authenticator, Authy, and others) for two factor authentication.

After our July release, all users will now see a 3rd option to activate via an Authenticator app. We encourage all Crelate customers to enable and require 2FA authentication in their organizations as a best practice.