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.
Two capabilities lead this release. This release extends the Emails Preview Screen introduced in 6.3.0 into a complete mail client: Drafts become a first-class object with a dedicated Drafts view, autosave in the Create Email dialogue, and support in both the horizontal and the vertical layout, while scheduled emails are shown as conversations and open directly in the email detail, with Cancel Send converting one back into a draft. Voyager AI Assistant Improvements then broaden the assistant itself — it now answers free-form questions about your CRM data, reads Navigator dashboards through a rebuilt layer with new Board and Compact views, supports pivot reports and more editable report types, and works with any record visible on screen.
Twelve Various Improvements round out the release: a Modified By field across all entities alongside extended Created By coverage, User Role on user lookup fields and filters, Task and Appointment type access by user role, Messages as a data source in AI Smart Fields, a configurable Last Contacted Date, child dropdown editing in List View, rich text in the View Changes log, and an asynchronous Update AI Fields action in Automatizer.
What we're proud of
6.3.0 put the inbox inside the CRM. Scope 2 makes it a place to write: drafts save themselves as you type, a scheduled email sits in the conversation it belongs to instead of a dialogue, and Cancel Send hands it straight back to you as a draft.
Scope 2 extends the Inbox preview screen introduced in 6.3.0 into a complete mail client. Emails can now be saved as drafts, scheduled emails are handled as full conversations rather than dialogues, and the Create Email dialogue autosaves everything the user writes. Email account identification, email list selection, and AI-assisted record creation from unknown senders have also been reworked.
What was changed in Voyager for this release
Ask anything about your CRM data — free-form data questions now get answered: “how many open opportunities do I have”, “what’s my most recently created account”, “show me leads from Texas” — it can return counts, lists, lookups, totals across accounts, contacts, leads, opportunities, activities. It builds and runs a report behind the scenes, then discards it — nothing is saved to your reports. Inside the Reports module it behaves differently: there it creates a real report you keep.
Navigator — we rebuilt the code that reads Navigator dashboards: dashboard lists, dashboard grids and report charts all read through a new layer which also adds Board view (target, velocity, fitness, linked items) and Compact view.
As part of our ongoing usability enhancement program, we've updated the following features.
The attachment settings in Report Scheduler are now rendered at full opacity. Previously the Settings and Lock icons in the attachment row were shown in a muted tone, so the options already available were easily missed. Both icons now render in the standard interface accent colour and darken on hover, matching the rest of the interface. No option has been added or removed.
The sender selector on the Automatizer Send Test Email action now lists only options that can resolve in a test context. Previously it offered dynamic options, most notably the record owner’s email account, which has no meaning when sending a test.
A Modified By field arrives across the entity set as the counterpart of Created By, which is itself extended to Quotes, Tasks, Appointments, and custom entities; Projects gain both.
Filters built on User Lookup fields can now target the role a user holds rather than only individual users, everywhere relation entity filters are offered.
User roles can now restrict which Task and Appointment types a user may work with, using the same pattern already available for Account types.
AI Smart Fields can now draw on feed messages as well as emails. In Admin › AI Smart Field setup, Message (feed) is added to the list of Related Records entities.
The step extract that appears when hovering a step header now includes the step description, which previously showed metrics only. Applies to Pipelines and Lead Processes.
The Update AI Fields action now runs in the background instead of holding the process while the AI result is produced, and carries an Async label on the action card.
Add all now opens a confirmation dialog before it runs, and the confirmation threshold drops from more than 100 records to more than 10.
Long Text fields now render as rich text in View Changes instead of plain text, so formatting and embedded pictures are preserved where users go to see what changed.
Dependent (child) dropdowns are now editable in List View. Previously they could be edited on the record detail only, because inline editing shows just the edited field and therefore had no parent value to work from.
Last Contacted Date becomes configurable — any field returning Date or DateTime can replace the system calculation, which stays the default.
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