New & Enhanced Custom Entities › Automatizer, Emails, Feeds, Related Records, Custom Expressions, brand-new Portuguese localisation, Analytics of Integrations in Automation Hub, Various Improvements, and more…

Users can now filter related records to be updated via an “Action” in an Automatizer process. Previously, the Action would update all related records of the selected type but users can now choose, for example, to update only certain types of Activity, specific Product Line Items or active Contacts.

Data filtering has also been improved, as a field can be included in a filter more than once. As an example, this will allows users to filter “multi select checkbox” values more effectively by including one option but excluding another or by filtering a specific value in a field but also where that field is empty.

The issue where totals were counted more than once in a multi entity report has been fixed. For example, in an “Opportunity” report which includes “Product Line Items“, the “Opportunity Values” are now correctly totalled.

The design of spreadsheet and pivot table reports has been updated to offer easier readability with better contrast, more gentle borders and more visible totals/grand totals.

When “Export“, or “Print“, permissions are disabled for a “User Role” the “Admin Module“, users based on that role will not be able to schedule or send a report from the “Reports” menu:

If Printing is disabled, users based on the role will be unable to Send/Schedule an email with the report as a PDF or HTML attachment If Exporting is disabled, users based on the role will be unable to Send/Schedule email with the report as an XLSX or CSV attachment If Export & Print are both disabled, Send/Schedule buttons will be not visible to users based on the role.

If you have a long text field in a report and its content doesn’t fit the width of the column, there’s a new option to instantly preview the content of this field by clicking the three-dot button.

If checked, the end date of the comparison period is changed to the current day. This option is also available for time periods on the X-axis for line, column and bar charts.

Running total provides a cumulative sum, or count, of a particular measure over a specific period of time which allows users to easily track and visualize the total sales over time, identify trends, peaks etc.

There are two new functions:

Running total is available on all graphs except “Scorecard“.

This new function can be combined with the “To Current Date Comparison” to compare sales to date with the same period in a previous year.

It is now easy to export graphs from dashboards and reports to add to a presentation, for example, or to paste into an email as an image. All chart types can now be copied to clipboard or exported as “.PNG“.

Charts using multi-value fields can switch from combination grouping to Group by values for each single value.

All calendar synchronisations (Google, O365, Exchange) now track the organizer details for appointments. This is designed to prevent duplicate appointments from being created and to reduce unnecessary notification emails if a user has “Activity Notifications” enabled.