Coevera Release Notes

Coevera 6.3.0 introduces a brand new Emails Preview Screen — a dedicated Inbox screen that brings full email management directly into the CRM, with multiple email accounts, mailbox views for Inbox, Scheduled, Sent, and All Mail, three layout options, and a linked-records side panel that ties every conversation back to its Accounts, Contacts, Leads, and Opportunities. This release also extends Voyager AI Relationship Charts to the Buying Center on Opportunity records: the AI Relationship Charts Agent now analyzes contacts, activities,... Read More

Coevera 6.2.0 introduces the brand new Voyager AI Relationship Charts feature, expanding Voyager 2 AI to build and maintain organizational structures directly on AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. records. The Account Hierarchy view detects missing parent or subsidiary companies and proposes the correct corporate structure in a guided preview-and-confirm flow, including Ghost Accounts that can be promoted to real records. The Org Chart view proposes the company's leadership structure, matches it against existing Contacts, suggests new people to add as Ghost Contacts, and lets... Read More

Coevera 6.1.0 introduces the brand new AI Smart Field, bringing configurable AI-powered value generation directly to supported CRM fields. Administrators can enable AI behavior per field, define prompts and dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. sources, configure manual, automatic, or scheduled update triggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., and run AI updates from record forms, list views, and Automatizer flows — with permission controls, credit-awareness messagingMessaging Messaging is the process of communicating your brand’s value proposition, the benefits you offer, and the perceived meaning of such communication among your target audience., and progress feedback throughout. This release also delivers the Voyager 2 AI Super Agent, Coevera's unified AI assistant accessible from the top-right corner of... Read More

Coevera 6.0.0 introduces a brand new Voyager AI Record Assistant, bringing an in-context assistant directly inside individual CRM records. Available in the right-hand panel for Leads, Accounts, Contacts, and Opportunities, it provides guided summaries, actionable suggestions, and record-aware chat in one continuous workflow. This credit-based add-on includes clear Credit Consumption Visibility, showing exact AI credits used per action. We also implemented new Automatizer Log Download Period Controls, allowing users to export activity logs using specific time ranges. For better searching,... Read More

Coevera 5.23.0 introduces a brand new Quick Filter functionality. Replacing previous filter presets, this introduces a highly customizable toolbar allowing users to set any field for quick filtering. It operates as a separate tool alongside the Custom Filter, requiring users to coordinate criteria across both to ensure accurate results. This release brings significant Grid Improvements to list views, updating visual styling and introducing richer column-header interactions to make sorting and column management more intuitive. Additionally, new fields are available in... Read More

This release introduces significant enhancements to the Outlook Add-in, improving the integration between Outlook events and Coevera records with context-aware field mapping and expanded Lookup field support. We've implemented Advanced Sign-In Security Settings, enabling admins to restrict access via IP Whitelisting, enforce Auto Logout policies, and mandate 2-Step Verification. Automatizer capabilities now allow dynamic record access assignment based on the trigger owner. Additional improvements include enhanced Feeds preference persistence and updated folder deletion logic in Reports and Email Templates. On... Read More