Coevera 5.0.0 "Michelangelo" introduces the Brand New Custom Entities module — create an entirely new type of entity and link it to existing records via Lookup fields — alongside Reports and Charts, Email, and Online Forms improvements.
Coevera 5.0.0, codenamed "Michelangelo", is a major release led by the new Custom Entities module. Custom Entities let you create a completely new type of entity in Coevera and link it to existing entities using Lookup fields to build relationships. New custom entities start out stand-alone, and user-defined fields can be added to them just as they are to out-of-the-box main entities.
The release also delivers Reports and Charts improvements — resizable pivot columns, a per-field sorting control, date and single-line text fields in charts, and a working-day-only option for scheduled reports. Email gains domain-based email linking, additional fonts and font sizes, and a working HTML tel tag, while Online Forms add pre-fill parameters and new formatting options. A batch of smaller improvements rounds out the release, including Record ID deduplication on import, printing directly from document preview, and the ability to rename system entities.
What we're proud of
The new Custom Entities module lets you create a completely new type of entity in Coevera, add your own user-defined fields, and link it to existing entities through Lookup fields to model the relationships your business needs. At launch in v5.0 it fully supports permissions, fields and forms, documents, activities, notes, global search, list views, export, and more.
The “Custom Entities” module allows you to create — and then work with — a completely new type of entity in Coevera which you can then link to existing entities using Lookup fields to create relationships.
Custom Entities are “stand-alone” when first created. User-defined fields can be added in the same way as they are to out-of-the-box main entities. Linking custom entities to main entities is achieved using Lookup fields.
You can now resize column widths to help the formatting of wide pivot reports. Resizing is applied to all fields of the same type. All but the “Totals” columns can be resized.
It is now possible to enable an option in a user’s Email Integration Settings to link emails from Contacts whose email address is not yet saved against a record in Coevera based on their company’s domain (as long as the website — the default, system “Home Page” field — has been filled in for the Account).
For example, if a user receives an email from a new Contact (someone@pipelinersales.com), ordinarily that email would not be saved into Coevera as there is no matching email address. If a user has enabled the new option “Link e-mails to Accounts based on Domain”, the integration would look for an Account with a domain/website such as pipelinersales.com (or pipelinersales.co.uk) and, if one is found, the email would be linked to that Account record in Coevera.
The following domains are excluded from this behaviour. Even if an Account has a domain/website that includes one of the following, the email will not be captured by the integration…
Pre-fill parameters is a new option for developers to allow them to easily configure their embedded form in order to Personalize it via pre-fill parameters. The same approach can be used for link building when you send “Online Forms” via a 3rd party system — for example, by including pre-fill parameters in the URL you can send personalized Online forms via 3rd party tools such as Mailchimp or Hubspot Marketing.
More details of how to use Pre-fill parameters and work with Online forms is provided in this article.
Imports can now deduplicate on the unique Record ID, or on a Name field, to match enriched data back to the correct existing records.
If a Coevera space contains lots of custom fields or even system fields with similar names — such as “Name”, it can sometimes be difficult to ensure users are selecting the right field so we’ve optimized the search and the display so that sections which do not contain a field with a similar name to the search term will not display in the flyout and section headers remain static as users scroll downwards through the list.
From a document preview, it’s now possible to print PDF, IMAGES, DOCX or XLXS files directly or to send the selected file by email. It is not necessary to download first.
To help customers to better assess the options in the Automation Hub each app includes a link to the app-specific documentation from the Knowledge-base.
All customers will now have the ability to change the names of System Entities from the Settings tab of the “Entity” in the Admin Module.
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