Emails Preview Screen with Drafts and Scheduled Conversations, Voyager AI Assistant Improvements, Modified By on All Entities, and other Various Improvements…
Coevera 6.4.0 turns the Emails Preview Screen into a complete mail client — drafts that save themselves, scheduled email handled as conversations — gives the Voyager AI Assistant free-form answers about your CRM data, and lands twelve improvements across auditing, user roles, and AI fields.
2 new features · 12 improvements · 2 touching access control
What's in this release
- check_circleDrafts as a first-class Inbox object, with a new Drafts view, autosave in the Create Email dialogue, and support in both the horizontal and vertical layouts.
- check_circleScheduled emails shown as conversations, opening in the email detail instead of a dialogue — and in the Edit Scheduled Email dialogue when opened from a report, a drilldown, a step checklist, or a direct link.
- check_circleCancel Send converts a scheduled email back into a draft, reopening a standard email in the Create Email dialogue.
- check_circleVoyager AI — Create New Records from an Email Address: a Lead, Contact, and Account created, AI-prefilled, and linked in one action.
- check_circleEmail Account Identification split into My Personal Email Accounts and a new Shared Personal Email Accounts section, with email list selection aligned to the other preview screens.
- check_circleVoyager AI Assistant answers free-form questions about your CRM data — counts, lists, lookups and totals across accounts, contacts, leads, opportunities and activities.
