Coevera Release Notes

Coevera 4.8.0 introduces brand new LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. Forms. Coevera Admins can now create multiple Lead Forms — similar to those we’ve already implemented for Opportunities (by pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.), Accounts, and Contacts. Our new Lead Management functionality allows Coevera Admins to create an unlimited number of lead Processes, each with different steps and associated Activities Checklist made up of text prompts, field prompts or activity prompts, each of which can be made “required” — just as when creating a pipeline for an Opportunity... Read More

Coevera 4.7.0 introduces a brand new Opportunity Fitness which gives you an “at-a-glance” view of the current health of any Opportunity using indicators — both pre-defined and custom — that you can configure to meet your own organisation’s specific business needs. There are 11 system indicators — these are pre-defined but have customisable rules — and custom indicators — based on Opportunity fields — can also be created. Each indicator can be set for all pipelines, for a selected pipeline,... Read More

Coevera 4.6.0 introduces a brand new Document Management which allows an easy and intuitive managing all files and documents inside Coevera. The system is structured so that there are two primary types of documents — "Company" and "Record" documents. Documents can be as large as 200 MB, and those with multiple uses can be available from multiple locations. We took the dynamic visual approach we take with all of the other elements in Coevera, so that anyone using the system... Read More

Coevera 4.5.0 introduces a brand new Customization of Record Detail which allows Admins select which Tabs should be available and which Widgets should be displayed in the sidebar. Users can then choose to reorder the Tabs and Widgets to suit their own preferences from inside the Web App. If your organisation adds records for different types of company (Accounts) or different types of Contact into Coevera, Admins can now manage these different scenarios by creating different Forms for each type... Read More

Coevera 4.4.0 introduces a brand new Appointment Scheduler which allows users to schedule meetings without the back-and-forth emails by sharing availability with one, or more, contacts/attendees via a link to an external Booking Page. Attendees can select from the displayed available times based on their preference(s). Most of us now rely on video meeting apps so we’ve embedded a “Video Calling” widget that links to 2 of the most popular tools directly into Coevera appointments. There are 2 new Add-ons... Read More

Coevera 4.3.0 introduces a brand new "Rich Text Field" functionality, which allow you to use bullets, numbered lists, bold, italics and insert images into long text fields such as Description. For those users who have activated the Office 365 Calendar integration, we now support syncing Recurring Appointments from Outlook to Coevera. These recurring events will be synced into Coevera as a new activity type “Recurring Appointment” which will be read-only. We are also improving continuously our application and adding various... Read More