The following features and enhancements were included as part of 8.7.0.
Entity management enhancements
This release includes enhancements to entity management functionality, including the ability to share articles of interest with clients.
Share articles of interest with contacts
NexJ Client Insights uses AI to curate engaging content from more than 10,000 public new feeds and a firm’s own research, based on the customer’s interests and integrated profile data. 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 on the client’s profile.
View Relevant Articles
View relevant articles based on the client’s interests; use filters to refine the article list.
Email Articles to Clients
Share articles with the client by email; emailed articles are tracked on the client’s Interaction Journal.
The following image shows NexJ Client Insights:
For more information about the Client Insights system setting, see Enabling application features.
Service request management and business process forms enhancements
This release includes enhancements to service request management and business process forms functionality, including the ability for service request approvers to approve or reject service requests.
Approve service requests
Service request approvals enable administrators to tie a business process to a service request whenever a service request needs to be approved by someone prior to completion. This feature will help users follow the necessary regulatory and process requirements.
Key capabilities include:
Create a Business Process Template
Create business process templates for service requests with their respective entry and exit criteria, and workflow steps.
Tie a Business Process to a Service Request
Automatically or manually tie a business process to a service request to trigger all necessary approval requests.
Approve or Reject a Service Request
Assigned approvers can review the service request and approve or reject it to trigger the next step of the business process.
The following image shows key capabilities:
For more information, see Configuring service request approvals in business processes and Managing service requests.
Document management enhancements
The document management functionality has been enhanced to support rich text formatting.
Document Manager supports rich text formatting for notes
You can enter notes with rich text formatting when adding documents to the Document Manager.
For more information about rich text formatting, see Adding documents to the Document Manager.
NexJ System Admin Console
This release introduces a new administrator console, NexJ System Admin Console. You access the console using the following syntax:
NexJ System Admin Console contains the Object Queues, Statistics, and Filters pages, which were previously located in NexJ Admin Console. This is the foundation for separation of business application administration and system administration.
You use NexJ System Admin Console to monitor and manage object queues as well as view real-time usage statistics for NexJ Model Engine. For example, you can view pending object queue messages, resend blocked messages, and disable the receive method for a specific queue. You can also view real-time usage statistics through Java Management Extensions (JMX).
Privilege for NexJ System Admin Console
NexJ System Admin Console is secured by the SysAdminApplicationAccess privilege, which is included in the gCoreAdmin privilege group.
The following enhancements will improve application development.
Support for standards mode for web browsers
NexJ CRM supports standards mode for Microsoft Internet Explorer 11, Mozilla Firefox, and Google Chrome. Standards mode enables the NexJ CRM application framework to interpret layout features more reliably through increased compliance with the W3C standards.
Standards mode support enables increased compatibility with third-party applications that require secure libraries and assists with integration of these applications as portlets.
Developers can use Internet Explorer F12 development tools, which enable them to more easily debug and troubleshoot layout issues.
Standards mode support provides enhanced web page rendering performance using newer layout engine code that delivers improved user interface responsiveness, which benefits our users. It also provides improved support for HTML5 features.
As a result of supporting standards mode, the NexJ Studio Plugin for the 8.7 release, which is the com.nexjsystems.nexjstudio ZIP file, is not backwards compatible with NexJ CRM 8.6 metadata.
Support for Oracle MySQL database adapter
NexJ CRM supports Oracle MySQL 5.7.19 as an adapter for integration. It is not a fully supported database platform for running NexJ CRM on.