New features delivered in 9.6.1

The following features and enhancements were included as part of 9.6.1.0.

NexJ CRM user experience enhancements

This release includes the following enhancements to the user experience.

Creating new entities from selection dialogs

Users are now able to create a new entity from within a selection dialog if the target entity does not already exist. The following cases are available:

Contact - create a new Company
Company - create a new Parent company
Schedule Item, Task, Document, Call Record - create a new entity in the For field
Opportunity, Service Request - create a new entity in the For field or in the Contacts tab

The following screenshot shows how when you are adding a new contact you can also add a new company by clicking the Add a new item button

in the Select a company dialog, entering the company information in the New Company dialog, and saving your changes to add the required company.

Similar custom use cases are readily configurable.

For more information, see "Navigating the NexJ CRM user interface," "Adding contacts and companies," "Activities," "Tasks," "Schedule items," "Service requests," and "Creating and managing opportunities" in the end-user documentation, and Multipicker and Picker in the technical documentation.

Streamlined user tasks by turning off default confirmation dialogs for some user actions

When you add a filter or list in the Filters and lists data table, or edit a filter or entity list and then cancel your changes, you are no longer prompted for confirmation of your actions. Also, you are no longer prompted when you choose to export data records from the data table on the Contacts workspace but decide to cancel without exporting.

Reporting enhancements

This release includes the following enhancements to the ad hoc reporting functionality.

Improved Report Builder user interface

The following changes have been made to the Report Builder user interface to simplify the user experience:

The banner now includes new View and edit permissions radio buttons (Private and Public).
Filters selection has been moved to the Details tab in the report settings pane on the left-hand side of the Report Builder and the Filters tab has been removed.
A new Visualization tab has been added to the report settings pane where you can define chart values for your data.
The preview pane automatically displays the relevant details when you select the Details, Summary, or Visualization tabs in the report settings pane.

The following screenshot shows the changes made to the Report Builder:

For more information, see "Ad hoc reports" in the end user documentation.

Application development enhancements

This release includes enhancements to application development functionality.

Extended support for static html pages

In addition to supporting the *.htm extension for static html pages, you can now use the *.html extension.

For more information, see Static web resources.