New features delivered in 25.02
The following new functionality and enhancements to existing functionality were included in this release.
Usability enhancements
Renaming the My Contacts' Recent Activities tab
On the Home workspace the tab that was previously called My Contacts' Recent Activities has been renamed Updated Activities, to avoid confusion with the new Latest Activities tab that was introduced in the previous release (CRM-3285).
The Updated Activities tab (previously My Contacts' Recent Activities tab) displays activities that have recently been updated, where the For field includes contacts to whom the user has access.
The Latest Activities tab displays activities where the start date is soon, or activities that were recently completed, including activities without any contacts in the For field.
Enhancements to the Latest Activities tab
The new Latest Activities tab in Home workspace has been introduced to provide a central location for viewing and managing all open activity plans in one place, including recently completed and upcoming steps (CRM-2828).
This streamlined interface allows users to limit the displayed activities by type, as well as search for activities using a text search field and filter chips. Using the preview functionality, you can quickly review and modify activity details.
Keyboard navigation for data tables
You can now use the keyboard to navigate and use data tables, supporting accessibility requirements (CRM-1823). Use the following keys for navigation.
Keyboard keys | Table navigation |
|---|---|
up arrow | Navigate to the previous row |
down arrow | Navigate to the next row |
Home | Navigate to the first row of the page |
End | Navigate to the last row of the page |
Page Up | Navigate to the previous page |
Page Down | Navigate to the next page |
Delete | Delete the record |
Ctrl + D | Delete the record |
Backspace | Delete the record |
Enter | Edit the record |
F2 | Edit the record |
Shift + Enter | Display a preview of the record |
Alt + up arrow | Navigate to the previous zone of the table. Depending on the table, zones can include the table toolbar with commands, the records in the data table, and the table footer containing table navigation. |
Alt + down arrow | Navigate to the next zone of the table. Depending on the table, zones can include the table toolbar with commands, the records in the data table, and the table footer containing table navigation. |
Support for clickable links in schedule items
You can now include clickable links in schedule item Notes fields (CRM-1050). Links for Google Meet, Microsoft Teams, and Zoom meetings are now clickable directly from the preview. This improves usability for remote workers and supports NexJ Schedule Synchronization feature integration. A Join Meeting button has also been added for supported meeting links, providing quick and easy access without needing to copy and paste.
Settings to prevent inappropriate contacts with households
Households can now be marked as “Deceased” or “Do Not Contact (DNC)”, ensuring compliance with legal and regulatory requirements (CRM-2521). These changes are logged for compliance, and can be used for filtering and reporting.
The Deceased status for the household indicates that all decision-makers are deceased, and no further engagement is required.
Enable the Do Not Contact option to indicate that a household requested no contact or there is a legal restriction, but members are still alive.
QR code navigation
You can now use a QR code on a contact’s profile to navigate directly to that contact’s record using a different device (CRM-3014). The QR code is accessed from the More Actions menu on the banner in the contact’s detail view and on the contact preview on the data table view.
Related activity plans displayed in activity previews
Previews for activity plans and activities included in activity plans now include the list of assigned and future steps for the activity plan (CRM-2829). In addition, activities included in activity plan include the name of the activity plan. This information enables to review assigned and future steps without navigating away from their current work. You can also use the Edit and Delete buttons next to the listed activities for quick changes.
Additional usability enhancements
On the Service Level Management workspace, you can now sort the data table by Last Touch column (CRM-2545).
Activities with the On Hold status are now treated as Outstanding and remain active (CRM-3233). They were previously treated as Cancelled.
On the Contacts workspace, the Households data table now displays the primary email address for the household, which behaves as the email address in the Contacts table (CRM-575).
Reporting enhancements
Improved visibility of report content classification levels
Email recipients can immediately identify the content sensitivity level of shared reports and dashboards by viewing the email subject line (CRM-3019). Users can now add a custom classification level prefix, such as “Restricted”, to the subject lines of emails containing exported or shared reports and dashboards. The prefix appears in all email notifications related to that report or dashboard.
For reports, a new Email Subject Prefix field can be updated on the Details tab after clicking Edit Report.
For dashboards, the new Email Subject Prefix field can be updated on the Dashboard Configuration dialog.
Additional reporting enhancements
You can now configure the number of decimal places for decimal and percentage attributes at the field level (CRM-1481), both for displaying the report and for exporting it. You can configure different attributes to have different decimal precision. This value is set by using the Scale property for the subject area definition. If the value is not specified, the system defaults to the global decimal precision setting.
Numbers now include the comma separator for improved readability (CRM-1481).
On the Visualization tab, hover captions have been added to all chart selection buttons (CRM-3450), improving accessibility and usability when choosing chart types.
Technology enhancements
A new security mechanism was added to NexJ Server to help protect against potential manipulation of the Host HTTP header (CRM-3224). You can now inspect of the Host header values and compare them against a pre-configured list of "trusted" hosts. You can also inspect the optional X-Forwarded-Host header.
Icons and other images in CPM forms now have alternative text (alt text), reflecting accessibility requirements (CRM-2278).
In order to address inconsistencies in how different DBMS platforms implemented date part functions, the syntax of the
(date-part)Scheme function was updated with two new values for thepartargument:isoyearandisoweek(CRM-2165). These values, when used, return the “year” and “week” parts of the date, as defined by the ISO 8601 standard. Theyearandweekpart values now return the non ISO 8601 format value for added flexibility.The Process page in the NexJ Admin Console now shows the Start Time and End Time for each process (CRM-3217). The end time is updated with the most recent completion time of a job associated with that process, including cancellation, failure, and error states.
To support the global search feature, a new batch process, named GlobalSearchSyncBatchJob-requestHandshake, has been made available in NexJ Admin Console (CRM-2873). This job is used to request a handshake with the OpenSearch server. During a handshake, the index policy is set if it doesn't exist, index templates are set if they don't exist, and missing indexes are recreated.
Security, integration, and automation upgrades
NexJ CRM now supports PostgreSQL 16 (CRM-2980).
Apache Tomcat has been upgraded to version 9.0.97 (released by the Apache Software foundation on November 9, 2024) (CRM-3118).
Selenium Webdriver has been upgraded to version 4.28.0 (released by the Software Freedom Conservancy on January 20, 2025) (CRM-3400).