New features delivered in 25.05
Import workspace enhancements
CSV file imports
When importing records, users can now select a standalone CSV file, in addition to the ZIP file format supported in previous releases (CRM-2753). This option is specified on the Import Data dialog. This update simplifies the import process by removing the need to prepare and upload a full ZIP package, streamlining onboarding and making data import more accessible for business users.
Dynamic mapping file locations
The import process now supports dynamic mapping file locations, removing the need for server redeployment when mapping configurations change (CRM-3545).
Mapping files are no longer tied to static server-side event paths.
This makes it easier to add or update mappings as needed, streamlining deployment and support for evolving import requirements.
This enhancement improves flexibility and reduces operational overhead during import configuration updates.
Other import enhancements
The import process has been streamlined with usability improvements to reduce clicks and improve clarity (CRM-3440).
Users now receive notifications when each stage is completed.
Replaced multi-step actions with simplified buttons:
Submit for Matching now appears directly in the toolbar.
Complete Import replaces multi-step confirmations and processes all visible data.
The user is returned to the Import workspace after each stage.
Status updates are shown clearly, and progress is tracked visually.
These enhancements make importing faster and more intuitive for users.
Reporting enhancements
You can now export detailed reports in the Excel (.xslx) format, by selecting the Details (Excel) option from the Export menu. This allows you to keep the data formatting set up in NexJ CRM (CRM-2891).
Currency fields in the Summary and Visualization tabs of reports now display rounded whole numbers by default, improving readability and consistency with client expectations (CRM-3402). This change also applies to exported outputs from these tabs. This setting is controlled in the NexJ SysAdmin Console, by the new Reporting > Format > Display Currency Whole Units in Summary/Visualization setting.
The Email Subject Prefix specified on the Details tab of a report is now included in the header of each page of the exported file, as well as in the file name, by default (CRM-3412). To exclude the prefix in the file name or elsewhere in the exported file, clear the Include in export headers option.
Native notifications
The application can now display native notifications that appear in the browser and on a mobile device (CRM-3380). You can enable the notifications by agreeing to the request when it appears or from the User Settings dialog.
In this release, the browser notifications are only displayed for alarms and only while the application is running in the browser. The notifications are not displayed if the application tab has been closed.
Hierarchy enhancements
When viewing the hierarchy for an entity you can now limit the number of nodes displayed and refocus the display to show the hierarchy for any selected node (CRM-3654). Use the Focus button 
on any hierarchy node to refocus the display on that entity.
Hierarchy entries of the same type (for example, multiple “Accountant” contacts) are now grouped under a single node, improving clarity and reducing clutter in the Hierarchy tab (CRM-3507). Instead of listing each instance separately, contacts in the same relationship are now visually grouped under a shared role header.
Including household member activities in Household Detail Report
Users running the predefined Detail Report on a household can now choose to include activities from household members, not just activities assigned to the household itself (CRM-2539). This ensures more complete reporting for compliance and audit purposes.
On the Households tab of the Contacts workspace, select click the Reports button on the table toolbar, and select Detail Report. In the Specify Report Parameters dialog, select Show Activities, and select Show Activities of Household Members.
This option is disabled by default.
New Addressee field and merge field
When creating or editing a company record, you can now specify the person or entity to whom correspondence should be directed in the new Addressee field (CRM-2538).
When printing a document for a company, you can use the ${addresseeMergeField} token to refer to this value.
Other usability enhancements
On the Opportunities workspace, when you use the For filter, you can now select multiple values so that you can search for opportunities for multiple entities (CRM-2534).
On the Home workspace, in the Updated Activities tab, you can now see additional details about an activity in the Preview sidebar by clicking the row with the activity record (CRM-3282).
Accessibility enhancements
Keyboard navigation for lists
You can now use the keyboard to navigate and use lists (CRM-1820). Use the following keys for navigation.
Keyboard keys | List navigation |
|---|---|
up arrow | Navigate to the previous item |
down arrow | Navigate to the next item |
Home | Navigate to the first item |
End | Navigate to the last item |
Delete | Delete the item |
Enter | Activates the item-level command menu |
Alt + up arrow | Navigate to the previous zone of the list. List zones can include the list-level commands, the items in the list, and the list footer with navigation such as More and View All buttons. |
Alt + down arrow | Navigate to the next zone of the list. List zones can include the list-level commands, the items in the list, and the list footer with navigation such as More and View All buttons. |
Keyboard navigation for dropdown menus
You can now use the keyboard to navigate and use dropdown menus (also known as dropdown lists, selection fields, or combo boxes) (CRM-1822). Use the following keys for navigation.
Keyboard keys | Dropdown menu navigation |
|---|---|
up arrow | Navigate to the previous option |
down arrow | Navigate to the next option |
Home | Navigate to the first option |
End | Navigate to the last option |
Delete | Clear the selection |
Enter | Select the option |
Keyboard navigation for tabs
You can now use the keyboard to navigate and use tabs (CRM-1843). Use the following keys for navigation.
Keyboard keys | Tab navigation |
|---|---|
up arrow | Navigate to the previous tab |
left arrow | Navigate to the previous tab |
down arrow | Navigate to the next tab |
right arrow | Navigate to the next tab |
Home | Navigate to the first tab |
End | Navigate to the last tab |
Space | Select the tab |
Enter | Select the tab |
Security enhancements
Addressed security vulnerabilities related to the use of Apache POI library (CRM-799).
Introduced support for TLS 1.3 to secure communication with the NexJ Server (CRM-1115). For information about enabling TLS 1.3, see Upgrade notes | Enabling-TLS1.3 .
Apache Tomcat has been upgraded to version 9.0.102 (released by the Apache Software Foundation on March 3, 2025)(CRM-3621).
The
keycloakkeyword in user login IDs is now case-insensitive (CRM-3139). For example, bothkeycloak:user@email.comandKeycloak:user@email.comwould be accepted.