Coevera 5.15.0 introduces Activity Coloring in Calendar, scheduled email sending, and email-triggered Automatizer processes, alongside Revenue Recognition reporting, a round-robin ownership action, WYSIWYG email editor upgrades, and eight further usability improvements.
This release brings custom Activity Coloring to the Calendar, letting users assign colors by activity ownership and set rule-based color badges — including a default Overdue rule — from a new Calendar tab in User Settings. Emails gain a Schedule Send option for manually sent messages, and Automatizer can now be triggered by email — received, sent, updated, deleted, or manual — with a new round-robin Change Ownership action. Reports add Revenue Recognition as a related entity, and the WYSIWYG email editor gains clickable images and form links.
A set of Various Improvements rounds out the release: report folder structure and filter fixes, Online Form links from records, Project lookups on all entities, deleted fields surfaced in Automatizer mapping, a grouped Sales Step dropdown, an unsaved-changes warning, week numbers in date pickers, and more Online Forms theme options.
What we're proud of
When sending an email manually, users can now choose the exact date and time it goes out with Schedule Send, and see every pending message in the Scheduled Emails thread of the General Feed. It applies to manually sent emails only — not those sent via Automatizer or an Email Sequence.
From a new Calendar tab in User › Settings, users can now set custom colors for themselves and their colleagues which will visually differentiate the ownership of tasks and appointments in the Calendar view. Users can also create custom colour “badges” that will display on activities in the calendar when the specified conditions are met. Activity preference settings have also moved to the new Calendar tab.
When a user is manually sending an email, there is now an option for them to send the email later using “Schedule Send”
We’ve improved the reporting on Opportunities using Revenue Recognition. Users can select a new related entity – Revenue Recognition – when adding columns to their Opportunity report. The available fields for this linked entity are Date, Value and Is Scheduled and these fields can be used in all types of reports and dashboards.
Linking fields from this entity will add a row to the report for every revenue recognition period. For example, when revenue of $240,000 is scheduled over the following 12 months, there will be 12 displayed linked recognition records each with a value of $20,000.
Improvements to WYSIWYG Email Editor
Automatizer processes can now be triggered by an email.
Users now have the option to select Email as the process trigger.
Users can specify when the process should by triggered with email by selecting one of the options
We’ve added a new Change Ownership action in Automatizer which is available for all entities.
Users
Sales Unit Members
As part of our ongoing usability enhancement program, we’ve updated the following features.
When a report was opened from “Recently Viewed” or “Favorites” the report itself opened but it did not reflect in the folder structure in the left hand panel. Now, the folder structure where the report is located expands and scrolls the user to the opened record. Also, the report filter is now reset when a report is opened from “Recently Viewed” or “Favorites” and it does not meet the currently active filter conditions.
Users can now select and personalize an Online Form from an open record’s Detail page and copy the link. Using this option opens a list of currently active online forms from the same entity as the opened record. The user can select the relevant online form and quickly get a personalized link (for the opened record) that will be automatically copied to the clipboard.
Users can now create a Project lookup on all entities.
Previously, if a field was used in an Automatizer mapping form and was subsequently deleted, it was not possible to see the issue on the form which could lead to errors. This has been fixed and from now on, mapped deleted fields will be visible and the user can unselect such fields and fix the form.
When using multiple processes, it was sometimes difficult to select the correct Sales Step in Filters, especially if different processes used the same step name. The dropdown has been reorganised so that Sales Steps are grouped by Pipeline/Process and clearly separated with a section name giving the name of the process. Sections are sorted alphabetically.
If a users start filling out a form (e.g. creating or editing an entity), the system tracks the changes and, if the user tries to close, refresh, or navigate away with unsaved changes, the browser will show a warning “Leave site? Changes you made may not be saved.”
The warning only appears after you make a change and applies only to dynamic forms (e.g. create/modify entities).
The week number is now visible in all pop-up calendars. This small but useful addition helps you plan more efficiently when working with week-based timelines.
We’ve added additional customisation options to help users better match online forms to your website style. This update gives more flexibility when embedding forms and helps create a more consistent look.
Users can now:
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