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.
Subscription Purchase Pause: December 8th - December 12th
Purchasing user licenses or add-ons
Prepare to add licenses & add-ons prior to the 8th or after the 13th of December
As a result of our own internal growth and desire for improvement, Crelate is transitioning to an entirely new Billing and Invoicing system in December. Due to this transition customers will be unable to purchase items to their subscription during the period of December 8th – December 12th. This will include User Licenses, Text Messaging, Omni, eSignature and more. Please be sure to address any subscription changes or purchases prior to the 8th to avoid disruption.
Billing Portal - CHANGED
Customer Billing Portal
None. Customers will notice a change in interface via both purchasing subscriptions and viewing their billing portal.
As a result of the changes listed above, our current billing portal interface will change. Customers will find a simple and streamlined experience to easily update payment information, review previous invoices and more, much like they can today!
Self-Purchase Add-Ons – IMPROVED
Upgrade to an annual subscription for a discount and the ability to self-purchase add-ons. Purchase add-ons as needed to support your growing business.
Annual Omni Subscriptions
In addition to the discounts that come with annual subscriptions, our Omni customers can now purchase add-ons in app! Crelate does not want to be a friction point as our customers continue to scale their business(es), so we are empowering our customers to purchase add-ons as they see fit for their business needs without needing to reach out to Sales or Support—think eSignature, text messaging, email campaigns, and etcetera.
Self Upgrade for Add-Ons – IMPROVED
Self Upgrade for Add-Ons
Upgrade to an annual subscription for a discount and the ability to self-upgrade for add-ons.
Annual Omni Subscriptions
Along with self-purchase for add-ons, we’re empowering our customers further by adding the capability to self upgrade for add-ons. We know that there are peak times when customers may need to upgrade their Add-On subscriptions like Email Campaigns to the next level up so that they can expand their reach. By allowing our customers to upgrade their plans, as needed, we decrease the time our customers spend with Support to make these upgrade adjustments; thus, increasing their efficiency.
Import Data – Improved
Import Data Tool
Recruit Business or higher tiers will have the option to grant user privileges to update Company and Contact records through the new and improved Import Data Plus tool. All Recruit tiers also have the option to remove access to the Import Data Plus tool.
With this release the Import Data tool found in the upper left-hand drop-down menu will be replaced with a new version titled “Import Data+”. This tool includes all feature parity from the “Import Data” tool with additional enhancements. Customers with Recruit Business or higher plans get even more exclusive functionality.
We have made quite a few visual and performance changes to our import experience. The changes are as follows;
New user privilege settings:
For all Recruit tiers, there is a new “Bulk Operations: Import Data” setting. By default, all users with access to at least Edit core records (Companies, Contacts, Leads, Notes) will be given “Create” access to the new Import Data+ tool which allows them to see the Import Data Plus tool from the left nav menu. Users who do not have access to Edit any core records will have access set to “None” for Import Data, and will not see it in the drop-down menu.
For Recruit Business or higher tiers to grant access to Edit records in bulk using Import Data Plus, an admin must set Bulk Operations: Import Data to “Edit”.
Import File Updates:
Our improved Import Data tool now supports .CSV for insert and update files.
There is a new maximum 10-sheet limit for XLS, XLSX file types. Files with more than 10 sheets will still be accepted, but only 10 sheets are permitted per the new validation step introduced into the Import Data Plus tool. It’s important to note that you will have access to select and edit which 10 sheets to allow for your import file without having to leave the instance of Import Data Plus.
Changes to Field Mapping:
The field mapping screen has a new right-hand column introduced with this enhancement. This column is where a user will determine if the file is intended to be an Insert Only or an Insert AND Update depending on access level.
Insert and Update:
To update Company or Contact records with an import file, users need to select one of the identifier options and must associate that option to a mapped field in the file.
Choose your file
Choose the record type
Map a field that will act as your identifier
Select Insert and Update
Select your identifier option
Import Preview – NEW
Introduced with this iteration, there is now a mandatory Import Preview step. This preview will show users an example set of rows to see if the field mapping results are as expected, then it will flag any invalid rows found with display details in the Invalid tab. You can also see an overall summary or errors in the Error Summary tab. This gives the user an ability to double check import files before committing.
To proceed forward with an import, users will need to check the validation checklist across all imported sheets and then select Ready to Import.
For an Insert and Update file, users are required to manually type in an “I Understand” confirmation due to the powerful nature of this tool. You can do a lot by updating your records with an import file, so we want to help users avoid any unexpected results.
Import Data+ will also allow all Recruit tier users the ability to export any skipped/error rows from an import.
Learn more about these updates and the new features being release via our Release Webinars.