Release notes2019

v2.4.0MinorReleasedThursday, July 25, 2019

Vastly Improved Map View, New Relation Graph for Accounts and Contacts, PDF Preview and more

Coevera 2.4.0 expands the Automation Hub with a Google Drive integration and faster Office 365 sync, adds interactive Map and Relation Graph views across Contacts, Accounts, Opportunities and Leads, and introduces multiple named price lists with one-click bulk price updates.

app.coevera.com / opportunity / buying-centerv2.4.0

Voyager AI · Buying CenterAIPreview

DMDecision Maker

CHChampion

INInfluencer

USUser

GKGatekeeper

Voyager mapped the buying center — 2 new roles and their lines of influence, shown in Preview.Apply

AccountsQuotes & DocumentsIntegrations

Features: 2
Improvements: 5
Security: —

Overview

Two additions lead this release. The Automation Hub gains a Google Drive integration — connect Google Drive to collaborate, share and sync documents between Coevera and Google Drive, available in any documents section within Coevera Cloud — alongside Office 365 enhancements: activation no longer requires technical details, synchronisation runs in near real-time, and the Contacts, Emails, Tasks and Appointments services are upgraded with performance fixes for Task and Appointment sync. Products and Pricing gains multiple named price lists for the same date range and a single Update Price button that raises or lowers every price in a list at once.

Beyond the named features, Map View extends to Opportunities, Leads and Archive alongside Contacts and Accounts, plotting records on an interactive world map with drill-down, a legend, powerful filtering and direct editing from the Detail pane. A new Relation Graph visualises the connections between Accounts and child Accounts and between Contacts, with custom relationships defined in the Admin Module; the Detail panel lets you act on a selected record directly, PDF images preview in-app without downloading, and Navigator now loads space data five to ten times faster.

What's in this release

The Automation Hub adds a Google Drive integration, letting teams collaborate, share and sync documents between Coevera and Google Drive.
Once activated, Google Drive is available in any documents section within Coevera Cloud.
Office 365 activation is simplified — no technical details are needed to turn the integration on.
Office 365 synchronisation now runs in near real-time.
The Office 365 Contacts, Emails, Tasks and Appointments services are upgraded, with fixed performance issues in Task and Appointment sync.
Products and Pricing supports multiple named price lists for the same date range.
An Update Price button in the Admin Module raises or lowers every price in a price list at once.
Map View is now available for Contacts, Accounts, Opportunities, Leads and Archive, showing records on an interactive world map with drill-down and a legend.
Map View supports powerful filtering and direct editing through the Detail pane.
A new Relation Graph visualises the connections between Accounts and child Accounts and between Contacts.
Custom relationships can be created in the Admin Module to define connections between Accounts and Contacts.
PDF images can be previewed directly in Coevera without downloading them.
Navigator loads space data five to ten times faster.

What we're proud of

Your records, visualised

Map View now plots Contacts, Accounts, Opportunities, Leads and Archive records on an interactive world map with drill-down, a legend and powerful filtering, while the new Relation Graph maps the connections between Accounts and child Accounts and between Contacts — using custom relationships you define in the Admin Module.

01New · Integrations

Automation Hub Updates

We have added new integrations into Coevera Cloud and included a few enhancements:

Google Drive Integration – You can now connect your Google Drive in the Automation Hub and have your team collaborate, share and sync documents between Coevera and Google Drive platform. Upon activation, Google Drive will be available in any documents section within Coevera Cloud.
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MS Office 365 Enhancements
1. Easier activation. We have made access to the Office 365 services much easier. No need to fill out technical details to activate the integration.
2. Fast real-time sync. We have enhanced the synchronization between Coevera and Office 365. Now the data will be sync in near real-time.
3. Services Upgrade. We have upgraded Office 365 services like Contacts, Emails, Tasks and Appointments.
4. Fixed performance issues with synchronization of Tasks/Appointments.

#automation-hub-updates

02New · Administration

Products/Pricing Enhancements

Multiple Named Price Lists. You can now create multiple named price lists for the same date range so you can add this year’s Retail price list and Not for Profit price list, for example.
You can now update prices for all of your products within a price list using a single button. In the Admin Module, select the price list you would like to update and click on Edit Price List. You can now find an Update Price button in the top-right which allows you to increase or decrease all prices at once.

#products-pricing-enhancements

Various Improvements

Various ImprovementsAccounts

Map View expands to Opportunities, Leads and Archive, a new Relation Graph visualises Account and Contact connections, PDF images preview in-app, and Navigator loads data five to ten times faster.

All screenshots

#various-improvements

Frequently Asked Questions

A new Google Drive integration and a set of Office 365 enhancements — easier activation, near real-time synchronisation, and upgraded Contacts, Emails, Tasks and Appointments services.

You can connect Google Drive in the Automation Hub to collaborate, share and sync documents between Coevera and Google Drive. Once activated, Google Drive is available in any documents section within Coevera Cloud.

Activation no longer requires filling out technical details, data now syncs in near real-time, and the Contacts, Emails, Tasks and Appointments services are upgraded, with performance issues in Task and Appointment synchronisation fixed.

Yes. You can create multiple named price lists for the same date range, and an Update Price button in the Admin Module lets you increase or decrease every price in a list at once.

Map View is available for Contacts, Accounts, Opportunities, Leads and Archive. Records appear on an interactive world map with drill-down and a legend, plus filtering and direct editing from the Detail pane.

It is an interactive relationship-mapping tool for Accounts and Contacts that visualises the connections between Accounts and child Accounts and between Contacts, using custom relationships defined in the Admin Module.

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