The following features and enhancements were included as part of 8.8.0.
Entity management enhancements
This release includes enhancements to entity management functionality, including the ability to batch print birthday mailers.
Batch print birthday mailers
You can build closer relationships with contacts by celebrating their significant life events. For example, you can send personalized birthday greetings to contacts.
NexJ CRM enables you to filter contacts with upcoming birthdays, print birthday mailers for one or more contacts based on third-party mailer templates, and add additional items for the action including journal entries and follow-ups.
Your administrator can enable the Birthday Mailer feature, assign you the BirthdayMailerView privilege required to print birthday mailers, provide third-party mailer template tokens as custom tokens for NexJ CRM merge fields, and import mailer templates into NexJ CRM Document Manager.
For more information, see.
For more information, see.
Add yourself to favorite users list
You can now add yourself to the favorite users list on the Schedule workspace. To enable this functionality, a system administrator must enable the Enable Favorite User List to include self user option on the Personalization page in NexJ Admin Console.
Microsoft Exchange Server support enhancements
Support for Microsoft Exchange Server has been expanded.
Support for Exchange Online
NexJ CRM version 8.8 introduces support for Exchange Online. For more information, see .
Support for streaming notifications
NexJ CRM version 8.8 also introduces support for streaming notifications. For Exchange Online, streaming notifications are the required communication method for Exchange Server to send updates to the NexJ application server. You can optionally enable streaming notifications for Exchange Server 2013 and Exchange Server 2016.
Service request management enhancements
This release includes enhancements to service request management, including support for first response time and resolution time service level agreement metrics.
Configure service level agreements for service requests
Administrators can enable the Service Request SLA feature to display the following service level agreement metrics when users view or edit service request details:
First Response By
The date and time by which the service provider should respond to a service request.
The date and time by which a service request should be closed.
As an administrator, you can configure service level agreement rules, which populate the First Response By and Resolution By date and time values when service requests are created. You can define work schedules for your support agents and use these work schedules in your service level agreement rules.
For more information, see.
Monitor service level agreement metrics for service requests
Service level agreement metrics display in the service requests list on the Service Requests workspace, the service request banner for the individual service request, and the Edit Service Request dialog. Service level agreement metrics are also included in service request reports.
Overdue service level agreement metrics are highlighted in red in the service requests list. For example, if you have not closed a service request by the Resolution By date and time calculated based on the service level agreement rules defined by your administrator, the Resolution By and Resolution Time metrics are highlighted in red.
For more information, see Managing service requests.
NexJ CRM user experience enhancements
This release includes user experience enhancements that enable you to easily reference important notes, dock notes sections, and create large notes.
Pinning and unpinning notes
To find important notes, you can move them to the top of the notes list for a contact in the Detail tab on the Contacts workspace by pinning them. You can unpin notes to return them to their original position in the notes list.
For more information, see Pinning notes to quickly reference them.
Docking notes sections
If you need to access notes for a contact frequently, you can dock their notes section by clicking Dock All Notes and easily return to it later. Docked notes sections appear as tabs in the navigation toolbar.
For more information, see Docking notes sections.
Viewing and editing large notes for activities
If you are adding a large note for an activity and you want to view the entire note and edit it, click View/Edit Full Notes when adding or editing the note.
For more information, see Adding activities.
Filtering for overdue tasks and tasks due today
You can now filter your task list using the Overdue and Due Today filters available in the Set Filter drop-down above the task list on the Schedule workspace and the Home workspace.
These filters enable you to prioritize your work by displaying tasks that need immediate attention.
The following image shows some of the key enhancements:
Application development enhancements
This release includes enhancements to application development functionality, including a mixin that allows you to more easily view metaclass operations for JSON objects, a unit of work listener holder, and primitive functions for timestamp and date attributes.
Simplified view of metaclass operations using Swagger UI
A new mixin has been provided to allow you to view Swagger UI for a metaclass directly using the following URL:
This enhancement allows you to view all available operations for a metaclass in an easy-to-read format without having to paste the raw Swagger Interface Definition Language (IDL) into an API Editor.
For more information, see Accessing JSON objects using Swagger UI.
Sharing data updates using unit of work listeners
Unit of work listeners provide real-time updates of transactional data. NexJ CRM provides a unit of work listener holder to control the flow of data between NexJ CRM and registered listeners.
For more information, see Using unit of work listeners to share data updates.
Primitive functions for timestamp and date attributes
You can use primitive functions to extract integer component values from timestamps and dates. NexJ CRM supports the following primitive function for timestamp and date attributes in a non-persistent expression.
date-part(<part> <timestamp> <timezoneOffset> <locale> <calendar>)
You can use the following primitive function for timestamp and date attributes in persistent expressions.
date-part(<part> <timestamp> <timezoneOffset>)
For more information, see Primitive functions for timestamp and date attributes.
The following enhancements will improve application development.
Invoking specific NexJ CRM workspaces
Prior to the NexJ CRM 188.8.131.52 release, launching a NexJ CRM workspace from another application by invoking a URI with modified parameters required an application restart to respond to context changes. As of NexJ CRM 184.108.40.206, and to send context in real time without an application restart, NexJ recommends that you use a hash symbol (#) instead of an ampersand symbol (&) before the first variable parameter in the URI used to access the NexJ application.
Usage of the ampersand symbol is still supported.