Brand New History Reports, Calculated Formulas, Card View Customizations & Support for Lookup Fields, Tracking Activities Based on the Location, Various Improvements, and more…

This release includes another major enhancement to our Report Engine. Users can now create a new type of report: “Report with Historical Data“. Creating these reports is fundamentally the same as any other type but they are designed to allow users to track changes made to values over a period of time using date comparisons or historical trends. Fields that are tracked in the “Change Log” (accessed via the “View Changes” button on an open record) can also be used to track historical data in a report.

Use this type of report to answer such questions as “What’s the current value of our open opportunities as compared to their value last month › is it increasing or decreasing?”

Customers have been asking for the option to use more advanced calculations in fields in Coevera so that calculations work not only with numbers, but also with text, dates etc, plus the ability to use the same sort of functions that they are familiar with using in Excel, for example.

We’ve taken this feedback on board and, in this major upgrade of calculation fields, we bring a whole new experience of working with calculations and formulas to meet most expectations and needs.

This enhancement is composed of:

Admins can now update the fields that are visible on the card fields such as “Primary Account“, or “Primary Contact“,on “Opportunity” or on “Lookup” fields.

We’ve added a new Automation Hub option “Location Tracking” to give customers who need it the ability to track the location where appointments or other activities take place. Once active in the Automation Hub, users will need to enable the new “Location Tracking” for Activities option in the Mobile App settings and will then will create “Appointments“, or other activities, using the Coevera Mobile app when they are at the meeting location and the coordinates will be stored to the activities in a new, read only “Geolocation” field.

Once all Activities are synced from the Mobile App to the web app, it will be possible to add the Geolocation field to the “Activities List View” and clicking on the “Geolocation” field will show a map view with the location of where that Activity was created.