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New features included in 25.08

Reporting enhancements

New “Saved Lists” associated field in reports

Saved Lists has been added as an associated field for all entity based subject areas such as Contacts and Companies (CRM-3784).

Limiting the number of rows in a report summary

A limit has been added to control the maximum number of rows in a report summary (CRM-3759). This limit is set using a new configuration option in NexJ SysAdmin Console, found at Administration > Reporting > Export > Max PDF summary rows. The default value is 1,000.

Specifying active or inactive coverage members in reports

Reports including coverage information for contacts or households can now indicate whether inactive coverage members should be excluded, by using the new Active filter field (CRM-3698). By default, both active and inactive coverage members are included in reports.

Support for special characters in exported report names

When exporting reports in Excel or CSV (comma-separated values) formats, special characters that Excel does not support in file names are now replaced with an underscore (CRM-3958). Special characters include: blank spaces, less-than sign (<), greater-than sign (>), colon (:), quotation mark ("), solidus (/), reverse solidus (\), vertical line (|), question mark (?), asterisk (*), exclamation mark (!), commercial at (@), number sign (#), dollar sign ($), percent sign (%), circumflex accent (^), ampersand (&), left parenthesis ((), right parenthesis ()), grave accent (`), comma (,), full stop (.), semicolon (;), apostrophe ('), plus sign (+), equals sign (=), left square bracket ([), right square bracket (]), left curly bracket ({), right curly bracket (}).

Tracking user logins using the Reporting workspace

A new reporting subject area has been added to track user logins (CRM-3903). The new User Login History subject area contains fields for Login Name and Session Start Date and Time. Users must have the AuditLogView privilege to see this report.

This feature can only be enabled during deployment, by adding the authAudit property to the environment file and setting the value to true.

User tracking reports only include information starting from when this feature is enabled. Previous user login history will not be available.

Accessibility enhancements

Keyboard navigation for file pickers

You can now use the keyboard to navigate and use file pickers or attachment selection dialogs (CRM-4056). Use the following keys for navigation.

Keyboard keys

File picker navigation

up arrow

Navigate to the previous file

left arrow

Navigate to the previous file

down arrow

Navigate to the next file

right arrow

Navigate to the next file

Enter

Launch the file picker dialog

Space

Launch the file picker dialog

Delete

Delete file

Backspace

Delete file

Keyboard navigation for menus

You can now use the keyboard to navigate and use menus (CRM-1847). Use the following keys for navigation.

Keyboard keys

Menu navigation

up arrow

Navigate to the previous menu item

left arrow

Close the sub-menu popup

down arrow

Navigate to the next menu item

right arrow

Open the sub-menu popup

Enter

Select the menu item

Space

Select the menu item

Home

First menu item

End

Last menu item

Keyboard navigation for data table headers and footers

You can now use the keyboard to navigate and use data table headers and footers (CRM-1846). Use the following keys for navigation.

Keyboard keys

Data table header and footer navigation

left arrow

Navigate to the previous tool

right arrow

Navigate to the next tool

Enter

Launch the tool

Space

Launch the tool

Keyboard navigation for selection dialogs

You can now use the keyboard to navigate and use many-to-one and many-to-many selection or picker dialogs (CRM-1821). Use the following keys for navigation.

Keyboard keys

Selection dialog 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

Space

Select the record

Alt + up arrow

Navigate to the previous zone of the table.

Alt + down arrow

Navigate to the next zone of the table.

Keyboard navigation on the Schedule workspace for the overflow schedule item list in the month view

You can now use the keyboard to navigate and use the overflow schedule item list in the month view on the Schedule workspace (CRM-3722). This list is displayed when a date in the calendar has more than three schedule items. Use the following keys for navigation.

Keyboard keys

Month view overflow list navigation

up arrow

Navigate to the previous item in the list

down arrow

Navigate to the next item in the list

Home

Navigate to the first item in the list

End

Navigate to the last item in the list

Enter

Open the Edit dialog for the item

Space

Display the preview for the item

Delete

Delete the item

Esc

Close the overflow list

Global Search feature enhancements

  • The Global Search scope for contacts has been expanded to include addresses, phone numbers, email addresses, and the values of Goes by and Dear fields (CRM-2347).

  • The Global Search feature has been updated to use OpenSearch 3.0.0 (CRM-3946).

Usability enhancements

Specifying multiple related opportunities for an activity

When creating or editing a task, schedule item, document, or another activity, you can now specify multiple related opportunities in the Opportunities field on the Related tab (CRM-1791).

Any existing ad hoc reports on the Reporting workspace that include information about relationships between opportunities and activities may need to be updated.

  • For any reports in the Activities, Call Records, Documents, Schedule Items, and Tasks subject areas that currently include the Related Opportunity field, this field needs to be replaced with the new Related Opportunities field.

  • For any reports in the Opportunities and Deals subject areas that currently include the Related Activities [Deprecated] field, this field needs to be replaced with the new Related Activities field.

Customizing application icons on mobile platforms

Support for favorite application icons (favicons) on mobile has been added for both the browser pages and native notifications (CRM-3404). Clients can now customize the icons to suit their branding. The icons are stored in a location that is accessible for anonymous login (for example, <project>/meta/web/images/login/*).

Enhanced labeling reciprocal relationships in hierarchies

Relationship type custom fields have been enhanced to include reciprocal labels to be displayed in the relationship hierarchy (CRM-3659). For example, if a relationship custom field “Daughter” has been created between two contacts, this relationship will appear in the hierarchy as either “Parent” or “Daughter” depending on which node the user is displaying. Reciprocal labels have been specified for out-of-the-box custom fields.

Other usability enhancements

  • To improve performance of the Tasks workspace, the Related Activity Plan column is no longer sortable (CRM-3187).

  • To improve consistency and security, users now require the acctPlan:AccountPlanManage privilege to add, edit, or remove account plans (CRM-1346).

  • The appearance and functionality of My Tasks card and Today’s Agenda card on the Home workspace has been streamlined by moving actions other than Mark As Complete and Edit into the overflow menu, and removing the Notes fields (CRM-3843).

Security, integration, and automation upgrades

  • Apache Tomcat has been upgraded to version 9.0.107 (released by the Apache Software foundation on July 4, 2025) (CRM-4129).

  • OpenJDK has been upgraded to version 11.0.27+6 (released April 15, 2025) (CRM-3948).

  • Selenium has been upgraded to version 4.33 (released by the Software Freedom Conservancy on May 25, 2025) (CRM-3909).

  • The Avro library was upgraded to version 1.11.4+ (released by the Apache Software Foundation on September 22, 2024) (CRM-3861).

  • The googlei18n/libphonenumber library has been upgraded to 9.0.5 (released May 07, 2025) (CRM-3853).

  • The date.olson.db.js module has been upgraded to version 2025b (released March 22, 2025) (CRM-3486).

Technology enhancements

Added support for Microsoft Azure SQL

The Microsoft Azure SQL database is now supported (CRM-2735).

The use databasename; statement is not recognized by Azure SQL and will have to be manually switched when creating a new database on Azure SQL. After generating the mssql_setup.sql script, run the script on Azure SQL. When it fails at the use databasename; line, run the rest of the script after this statement in a new query on the newly created database.

Child model paths and calculated attributes support

The environment file configuration and the metadata model now allow the addition of child model paths and calculated attributes (CRM-3757). In this release, this new functionality was used to expose contact addresses for Global Search functionality.

Apache Tomcat vulnerabilities mitigated

Full mitigation for CVE-2024-50379, now being tracked as CVE-2024-56337 was implemented by setting the system property sun.io.useCanonCaches explicitly to false in the modeld and pushrd script files.

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