Coevera Admins can enable “Display data in Rich Text” for Long Text fields on any form including Activities. This feature is automatically enabled for Appointments.
All screenshots
2Documentation#brand-new-rich-text-field
Release notes2021
v4.3.0MinorReleased
New “Rich Text” field, Recurring Appointments for Office 365 and more
Coevera 4.3.0 adds a brand-new Rich Text field for long-text fields, syncs Recurring Appointments from Office 365, and lands a wave of Reports and Charts enhancements — plus Automatizer support for Projects and a batch of admin and product-management improvements.
ReportsIntegrationsEmail
- Features
- 2
- Improvements
- 13
- Security
- —
Demnächst verfügbar
Overview
Two features lead this release. The brand-new Rich Text field lets Coevera Admins enable "Display data in Rich Text" for Long Text fields on any form, including Activities, and it is automatically enabled for Appointments — so users can add bullets, numbered lists, bold, italics, and inserted images to fields such as Description. Recurring Appointments for Office 365 lets users who have activated the Office 365 Calendar integration sync recurring Outlook events into Coevera as a new, read-only "Recurring Appointment" activity type; amendments are made in Outlook, and future appointments in the series are visible in the Calendar view and Agenda panel.
Reports and Charts pick up several upgrades: Shared Dashboards now warn when a Dashboard's sharing options don't match the reports it uses, charts show the Sum and Average on hover, pie charts display a percentage on each slice, and Column and Line charts add a "Show Comparison" option for previous or custom periods. Elsewhere, Automatizer now supports Projects, mass emails reach up to 2000 recipients, List View gains inline search, email personalization greys out fields it can't validate, and the Last Contacted Date appears in the record panel for Accounts and Contacts. Administrators can copy a pipeline's configuration, bulk-update and drill down into Products by Category, and drag and drop Contacts into Buying Center groups.
What's in this release
- The new Rich Text field lets Admins enable rich formatting — bullets, numbered lists, bold, italics, and inserted images — for Long Text fields on any form, and it is automatically enabled for Appointments.
- Recurring Appointments from Outlook sync into Coevera as a read-only "Recurring Appointment" activity for users with the Office 365 Calendar integration, with amendments made in Outlook.
- Future appointments in a recurring series appear in the Calendar view and Agenda panel, while List View and Reports show only the next two.
- Mass emails can now be sent to up to 2000 recipients in a single send.
- Automatizer now supports Projects.
- List View adds inline search, with searchable fields marked by a search icon.
- Email personalization greys out any field that can't be validated from the record you're sending from.
- The Last Contacted Date for an Account or Contact now appears in the right-hand panel when you open the record.
- Shared Dashboards warn you when a Dashboard's sharing options don't match the reports it uses.
- Charts show the Sum, and the Average when the Average line is used, on hover.
- Pie charts now display the percentage for each slice.
- Column and Line charts add a "Show Comparison" option to compare against the previous or a custom period.
- Administrators can copy an existing pipeline's configuration — steps, documents, sales activities, and form fields — when creating a new one.
- Product Management adds bulk update on the Products tab and drilldown from Categories, and Buying Center now supports drag and drop of Contacts into groups.
What we're proud of
Rich text comes to your long-text fields
Admins can switch on "Display data in Rich Text" for Long Text fields on any form — including Activities, and automatically for Appointments — so users can format descriptions with bullets, numbered lists, bold, italics, and inserted images.
01New · Administration
Brand new “Rich Text” field
02New · Integrations
Recurring Appointments for Office 365
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.
Documentation#recurring-appointments-for-office-365
Various Improvements
Mass Email Limit Increased
You can now send to up to 2000 recipients in a single mass email.
#mass-email-limit-increased
Automatizer
Projects are now supported in Automatizer.
#automatizer
List View
You can now search directly within any “List View“. All searchable fields are highlighted with the search icon.
#list-view
Email Personalization
When sending an email, we’ve made it easier to see whether your personalized fields can be correctly personalized from your selected record in Coevera. Any field that is not able to be validated from your current context will display as greyed out. You’ll see this if, for example, your email has been personalized with Opportunity fields but you’re sending it from a Contact and it is not able to correctly pick up the Opportunity information.
#email-personalization
Last Contacted Date
The “Last Contacted Date” for an Account or a Contact is now included in the right hand panel when you open the record.
#last-contacted-date
Reports › Charts and Dashboards › Sum and Average Values on Charts
When hovering over a graph, you can now see the Sum (and also Average, if using the Average line). This is a really quick and easy way of viewing the total opportunity value for all owners when using a stacked column, for example.
#reports-charts-and-dashboards-sum-and-average-values-on-charts
Reports › Charts and Dashboards › Percentages in Pie Charts
We’ve added the percentage to each slice of pie in a pie chart so it’s easier to compare values.
#reports-charts-and-dashboards-percentages-in-pie-charts
Reports › Charts and Dashboards › Comparison of Values in Line Charts + Bar Charts
When using a Column or Line Chart, you can enable “Show Comparison” and choose to see just the Previous period or select custom options to compare your current results against. This is an easy way to visualise current performance vs previous periods.
#reports-charts-and-dashboards-comparison-of-values-in-line-charts-bar-charts
Buying Center
When using Groups within the Buying Center, you can drag & drop Contacts into a group.
#buying-center
Copy Pipeline
When creating additional pipelines, Coevera Administrators can now copy the configuration of an existing pipeline rather than start from scratch. Copying will include all steps, documents, sales activities and form fields.
#copy-pipeline
Product Management › Bulk Update
Coevera Administrators now have access to the Bulk update function with the Products tab. This will be extremely useful when moving Products from one Category to another, for example.
Note that it’s not possible to bulk update product images.
#product-management-bulk-update
Product Management › Drilldown from Categories
From the Categories tab, there’s now an easy drilldown to display all Products assigned to the selected Category or all Products assigned to the selected Category or any sub Categories.
The new Bulk update feature is also available from the drilldown list.
#product-management-drilldown-from-categories
Frequently Asked Questions
Related releases
- v6.4.0 · Aug 27, 2026
- Emails Preview Screen with Drafts and Scheduled Conversations
- Voyager AI Assistant Improvements
- Modified By on All Entities
- v6.3.0 · Jul 1, 2026
- Brand New Emails Preview Screen
- Voyager AI Relationship Charts — Buying Center
- v5.22.0 · Jan 28, 2026
- Outlook Add-in Improvements
- Advanced Sign-In Security Settings
- Expanded Automatizer Capabilities
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