The following features and enhancements were included as part of 8.8.1.
Entity management enhancements
This release includes enhancements to entity management, including improvements to time triggers for actions.
Improvements to time triggers for actions
The workflow for time-based actions generated from rules has been modified to improve the execution of time-based actions.
Previously, if a user edited the date or time field value of an object that caused either the time trigger, date, or time field value of the object to move to the past, the system executed the associated time-based action immediately. With the enhanced functionality, the system performs additional checks to execute time-based actions more appropriately.
- If, after the edit, both the time trigger and the date or time field value of the object have moved to the past, NexJ CRM removes the action. This behavior was the same in previous releases.
- If, after the edit, the time trigger is in the past but the date or time field value of the object is in the future, NexJ CRM executes the action immediately.
- If, after the edit, the date or time field value of the object is in the past but the time trigger is in the future, NexJ CRM executes the action at the updated date and time of the time trigger.
The enhanced functionality makes the date and time of the time trigger the key factor determining the time of execution of the associated action, resulting in time-based actions not being executed prematurely.
Predefined reports enhancements
This release includes enhancements to predefined reports functionality, including a new Interactions Report and sorting custom fields for Detail Reports and contact profiles.
Printing Interaction Reports
You can print an Interaction Report for a note in the Detail tab for a contact on the Contacts workspace. The report displays contact information and detail information regarding the note.
For more information about printing Interaction Reports, see Interaction Reports.
Sorting custom fields for Detail Reports and contact profiles
System administrators can change the master sort order for custom fields on the Entity Codes page in NexJ Admin Console. The changes are applied to the custom fields created by all end users and the new order displays in contact profiles. Business administrators can create their own customized sort order for their custom fields on the Customize workspace in NexJ CRM, which overrides the master sort order created by system administrators.
Update: As of NexJ CRM 220.127.116.11, the ability to change the sort order of custom fields is limited to system administrators using the NexJ Admin Console.