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 is a shortened version of our “What’s New” documentation and 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.
Each improvement includes a description of the impact and when available, administrative options available to minimize the impact on your users.
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. To minimize potential business impact, new features of Crelate are often off by default for existing customers and other features may be turned off if a customer chooses to do so. Occasionally, we make changes the behavior or look and feel of a feature. System administrators should review this guide to understand their options, any potential impacts to their users and any actions they may have to take to either take advantage of new functionality; or hide new functionality depending on their organization’s needs.
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.
Features
Sequence Step Timings – CHANGED
Impact | Existing steps will have the seconds rounded to the next whole minute and use that timing for all future contacts added to the step |
Severity | Low |
Applies To | All Sequences steps that have a timing using the Seconds option |
Action Required | No action required |
SKU | Business Plus or greater |
Step Timings will now have a “Minutes” option, replacing the “Seconds” option.
Company Core Record Header Changes – CHANGED
Impact | Primary Email in the header will now be the Company’s Primary Website
|
Severity | Low |
Applies To | All Company Records |
Action Required | No action required |
Twitter Icon will link directly to the Twitter website on the record
Primary Email in the header will now be the Company’s Primary Website
There are no changes to the creation or editing of Company records
Before:
After:
Company Core Record Website Options – NEW
Impact | Company websites will have new options available |
Severity | Low |
Applies To | All Company Records |
Action Required | No action required |
Crelate is adding new Company Website options.
Career Page
Leadership / People
Twitter
Other (alternate)
Report, Page, and Chart Configurations Changes – CHANGED
Impact | Users will see updated icons when configuring Reports, Pages, and Charts |
Severity | Low |
Applies To | Users with Full Access to Reports |
Action Required | No action required |
When navigating in reports, the “Move Up” and “Move Down” buttons will be changed to “Move Left” and “Move Right” to better describe the functionality.
Before:
After:
Users will be able to set the order of Report tabs. Users will be able to set the order of their selected Favorites and the order of the other Reports. This is controlled with the Move Left and Move Right configuration options, just like the page options.
Users will be able to configure Report options as part of the configuration panel, as well as within the existing drop-down.
Users will be able to copy a chart to another Report Page using the “Duplicate to” configure item. This will function like the current Duplicate but will allow users to specify the destination Report and Page as part of this enhancement.
Submittals Dialog – CHANGED
Impact | Users with Full access to submittals will see the new Submittals dialog |
Severity | Medium |
Applies To | Users with Full Access to Submittals |
Action Required | No action required |
Submittals Resubmission – CHANGED
Impact | Resubmitting Submittals now occurs at the item level as opposed to the activity level |
Severity | Low |
Applies To | All Users with access to Submittals |
Action Required | Train users to resubmit via the Submittal Items grid instead of via the Submittal activity in the stream. |
Resubmit is no longer an available button on Submittal Activities. Resubmissions should be done via the Submittal Items grid.
Deprecation of Submittals Portal – CHANGED
Impact | Submittals will no longer include the Submittal Portal option |
Severity | Medium |
Applies To | Users with Full Access to Submittals |
Action Required | Configure Client Portals if they don’t already exist for opportunities you were previously submitting via the Submittal Portal |
Notification Preferences – CHANGED
Impact | Profile/Preference settings that were previously on the ‘Preferences’ page have been moved to a new ‘Notifications’ page |
Severity | Low |
Applies To | All Users |
Action Required | No action required |
Email Editor Functionality – CHANGED
Impact | When sending emails, there is now new functionality within the Email and Email Template Editors to use |
Severity | Low |
Applies To | All users |
Action Required | No action required |
New Functionality Includes:
Ability to highlight text
New Fonts and fonts displayed as the fonts in the dialog
HEX color picker
Draft support adds a new ‘Save’ and ‘Save and Close’ buttons. Users can access draft emails from User Settings | My Emails
Email Conversations – NEW
Impact | None unless turned on for an org |
Severity | Low |
Applies To | All users |
Action Required | None, will not be enabled for any orgs and UI hidden behind a feature flag |
When enabled:
Journaled emails that are in response to an email activity generated within Crelate will be grouped into an email conversation
Email activities that are part of a conversation will be condensed into a single activity in the stream with a ‘View Email Conversation’ link.
The ability to pin/announce email activities will be disabled.
What's Next?
Learn more about these updates and the new features being released via our Release Webinars.