New features delivered in 9.4.0

The following features and enhancements were included as part of 9.4.0.0.

NexJ CRM user experience enhancements

This release includes the following enhancements to the user experience.

Managing the profile images for contacts and companies

You can add, modify, and delete profile images for contacts and companies. The profile images display in the entity banner on the detail pages for contacts and companies and in data tables. For more information, see "Adding contacts and companies" in the end user documentation.

Observing interface loading progress

The visual indicator of loading progress has been extended to dialogs, including multiple selection dialogs. As you open a dialog, a green progress indicator below the dialog title indicates that it is loading.

Reordering favorite filters

You now have the ability to change the order in which selected favorite filters appear. For more information, see "Searching and filtering in NexJ CRM" in the end-user documentation.

Entity management enhancements

This release includes enhancements to entity management functionality, including the ability to manage account plans for companies and share articles of interest with clients.

Manage account plans for companies

Use account plans to define goals and objectives for accounts, track planning activities, and ensure that plans are being executed as expected.

Account plans are available for companies but not for other entity types.

You can use account plans to define goals and objectives for accounts, track planning activities, and ensure that plans are being executed as expected. From a company's Account Plans tab, you can:

Identify plans that are active and plans that have expired
Add opportunities to account plans
Add activities to track interactions with internal and external stakeholders related to the account plan
Track predefined risks that are associated with an account plan
Directly attach and remove files associated with an account plan
Specify a list of competing companies

For more information about creating accounts plans, see "Account plans" in the end user documentation.

Share articles of interest with contacts

Inform is a product in the NexJ Nudge-AI suite. It matches news articles from 15,000 public news feeds and firm-specific research to a contact based on their news interests. Users share this content over a variety of digital and social channels, build strong relationships with their clients based on value-added interactions, influence the customer journey, and identify new opportunities for sales and service.

Key capabilities include:

Configure relevant interests for a selected contact in the Inform tab on their detail page.
View relevant articles based on the contact's interests; use filters to refine the article list.
Share articles with the contact by email.

The following image shows an example of articles displayed in the Inform tab when the user has selected sustainable energy, wellness, and retirement as interests.

For more information about using Inform, see "Inform" in the end user documentation.

For more information about deploying Inform, see Deploying Inform.

Process Management form enhancements

This release includes the following enhancements to Process Management forms.

Localizing forms

You can localize Process Management forms. When you provide string translations, you can create forms in languages other than English. If no string translations are available, the forms default to English.

For more information about form localization, see Developing Process Management forms.

Reporting enhancements

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

Reordering values in chart visualizations

You can now reorder individual values on a chart in Ad hoc reports. The

Reorder Category button, the

Reorder Y-Axis button, and the

Reorder X-Axis button are visible for certain fields (for example, Stage ), and the label of the button depends on the chart selected.

For more information about reordering values in a chart, see "Ad hoc reports" in the end user documentation.

Collections support

Collections are now supported in Ad hoc reports. A collection is a field that can have a one-to-many relationship, and, therefore, can contain more than one value. It can be identified by the collections icon

in the Add fields dialog. If you select a collection field in the Add fields dialog (for example, the Activities field for a Contacts report), and expand the field to select related fields (for example, Activity End Time or Activity Start Time), the report displays the fields of the collection grouped by the subject area (for example, interactions grouped by contacts).

In reports, collections can be identified by their default fields. The default field is displayed in reports to represent the selected collection whether the default field is selected or not (for example, the default field for the Activities collection is the Description field).

Collections are now included in Export Detail for a report and are displayed in the Live Detail tab. Also, you can click collections in data tables (for example, on the Live Detail tab) to allow you to view the related fields of the collection that were added to the report.

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

Currency conversion support

You can select a currency in the User Preferences dialog to convert the monetary values of your Deals reports into your preferred currency.

For more information about currency conversion for reports, see "Ad hoc reports" in the end user documentation.

Technology enhancements

The following enhancements have been made for application development and to expand browser support.

REST API v2 and Inform

REST API v2 support has been introduced in this release. It is required by Inform functionality to communicate with NexJ CRM. For more information, see Enabling and configuring REST API v2.

Support for Internet Explorer 11 web browser

NexJ CRM version 9.4 supports Microsoft Internet Explorer 11.