Coevera 2.6.0 extends Bulk Update and Ownership to Activity records, adds an Advanced Search to Global Search, lets Gmail users send emails directly from Coevera, and introduces new Last Move Date and Previous Step fields for Opportunities.
Two threads run through this release: working with records at scale, and finding them faster. Bulk Update and Ownership now reach Activity records as well as Leads, Opportunities, Accounts, and Contacts — filter the activities you want in the Activities ListView, then reassign their Owner or change fields such as the Activity Date in a single action. Ownership changes can also cascade to related records, so realigning a set of Accounts updates their linked Contacts, open Opportunities, open Leads, open Activities, child Accounts, and Notes at the same time. A new Advanced Search in Global Search gives a clear overview of matched records with direct access to the Search Options, and administrators can add custom single-line text, long text, email, phone, and URL fields to what Global Search looks through.
Email gets two upgrades. Gmail users can now send Standard or Mass emails straight from Coevera with rich-text formatting, attachments, and embedded links, then plan follow-ups and log the sent emails from the same screen. Across the Office 365, Exchange, Gmail, and IMAP integrations, emails now link to matching Contacts and Accounts automatically, so users no longer need to be added as Editors. Two new Opportunity system fields, Last Move Date and Previous Step, open up pipeline-velocity reporting, and rounding out the release, filters can target related-record criteria while Activity Reminders are managed from the Notification Hub, including on mobile.
What we're proud of
Bulk Update and Ownership now reach Activity records as well, and a single Ownership change can cascade across every related record — linked Contacts, open Opportunities, open Leads, open Activities, child Accounts, and Notes — so realigning territories or reassigning a book of business takes one action instead of dozens.
Our new Advanced Search option in the Global Search gives you a clear and immediate overview of your searched records and direct access to the Search Options to help you find what you need faster!
Administrators can now enable certain custom fields for inclusion in the Global Search! When adding custom Single-line text, Long text, Email, Phone or URL fields, Administrators can check the “Use in Global Search” box to enable the field for searching.
Gmail users can now also use our Create Email option to send emails directly from Coevera choosing a single recipient or a group. You can send mass emails to a selected list of contacts as well as single emails:
You can compose your emails using rich text formatting and can attach files and insert embedded links. Once you’ve sent your emails, you can streamline your activity management by planning your follow-ups and logging your sent emails from the same screen.
We’ve added 2 additional system fields to Opportunities. “Last Move Date” is the date and time that an Opportunity last moved Sales Stage (Step). “Previous Step” is the last sales step that the Opportunity was in before it moved to its current stage.
These fields support new use cases for reports such as “How many opportunities moved from Scope to Proposal this week”.
You can add these new fields to Filters, Reports and to your Opportunity List View.
Reminders move into the Notification Hub with mobile support, Ownership changes cascade to all related records at once, filters can target related-record criteria, and emails link to Contacts and Accounts automatically without adding Editors.
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