This new version has been focusing on your contacts/companies/activities listing pages. The UI has ben reworked and you can now edit the information on several elements at once. You also find new filters on activities listing (coming soon for your contacts and companies 👀).
integration add an option in plugin configuration to fetch only approved registrants from GoToWebinarintegration bring support of multicompanies management (for a single contact) to Salesforce pluginsegment new filter “any” for Livestorm webinar eventsegment new filter for campaign current membershipsegment new filter for last email sent datesegment new filter for has been member of campaignsegment new filter for form submittedintegration avoid Salesforce creating duplicated contacts in certain casesfocus item avoid CSS rendering conflictsreport fix issue generating large exports sent from reportsGDPR remove cookie tracking set after form submission if enabling cookie manager with tarteaucitron.jsactivities you can now edit your activities in batch from the UI. This new way to handle mass modification will be soon extended to contacts, companies, opportunities! More information here.opportunity when you disable an opportunity status, all your opportunities are automatically requalified to the previous status. More information here.email support translations (depending on instance language) for date/datetime contactfield tokenform add progressive profiling for company fieldsgeneral field background creation feature to avoid error 504 (timeout) when creating field (if database already have a lot of data)custom objects API route to create new itemcustom objects add alias to item view in custom objectcustom objects add decimal type fieldSMS enable possibility to remove DNC status for SMSreport crashed after adding a new filter in certain casescontact fix change date modified field if was only last_active date hitsegment name does not support < charactercompany fix some company fields not updated when doing contact importsegment new segments are created twice when clonedintegration fix Pipedrive plugin creating duplicate companies in some casesform change Google reCAPTCHA load for a better token expiry handling before submitreport fix reports with select/bool fields showing value instead of labelemail disabled send button from emails list if is sending in background to avoid sending duplicatesform make working gated video without mtc.js (if cookies are refused)custom object add API route to delete a custom itemcustom object fix token usage on URL type field of custom objectreport fix report crashing when adding a chartcategory fix locked category which cannot be modified if created by another userapi fix api limit issueemail unsubscribe email header just for email channelemail links in emails were retroactively changed with URL custom field if field value was changed. Now the link in email if “frozen” with value on sendemail A/B tests various fixes with repartition and statisticsintegration fix Yellowbox company duplicated creationintegration new Pipedrive integration various fixesintegration fix support of boolean type fields with Microsoft DynamicsAfter the ability to synchronise your activities with your Google Agenda for a few months, you can now synchronise your events with all Microsoft services. This feature is available in your Webmecanik Pipeline PRO plan.
integration synchronise your activities in Microsoft agendas: Outlook, 365 & Exchange.roles new permission to allow or not the user to re-open an opportunityopportunities autocomplete company when selecting a contact on opportunity creationcontacts assign your company directly on contact creation formperformance add several cached information to improve significantly loading performances on UI, tracking and formssegment fix timezone issue on segment rebuilt based on datecampaign fix reply to email decision for email address with suffixemail fix dynamic content values for some OR conditionsemail fix link tracking issues dynamic contentemail remove unexpected padding added to text slots by builderNew in this version, you can now visualize your Pipeline from a Monthly view! With this, you can quickly understand which opportunity is the closest to be won and anticipate your futur turnover.
opportunities monthly view for your opportunitiesopportunities add intelligent closing rate to your pipelinesopportunities you can now end your opportunity with a won/lost statusImportant release highlighting our CRM integration with Webmecanik Pipeline while Webmecanik Pipeline PRO has been announced and a deep update of our Pipedrive integration.
integration Webmecanik Pipeline integration for the PRO plan users.integration new Pipedrive plugin offering the ability to sync. Automation activities in the CRM. Checkout the documentation here.integration fix an issue with GoToWebinar generating an error on form submission if the contact is already registered to the webinar with same email addressemail when creating email by API, you can now set a theme using recent email builder (launched in 2020)email generate email content from theme even if the email with created without opening the email builderemail create a new email token “today”, very useful if you want to insert the day you send the email. You can also use several today relative dates. More information here.email fix sorting by email ID screen freezingreport fix sending empty file from reportscontact re-add dynamic content events on the contact timelinecampaign fix update contact action on date field while using variable date (like “today”)Great news for your Webmecanik Pipeline account, our first integration with an agenda is out 🚀.
Try now our integration with Google Agenda 📅.
integration connect your Google Agenda to create, edit, delete you events. Invite your contacts, leads and customers directly in the event and follow all your interactions in your contact events history! More information in our Google Agenda integration documentation.fields ability to set a default field value.calendar hide activities in calendar for disabled activities types.activities fix display issue for Call and Email event type.opportunities avoid deleting the opportunity attached to a deleted contact.email new enhancement on the feature importing content in your emails. You can now select to add link to the URL on the headers and description in one click!email add reply-to address on manually sent emails from contact pageintegration permits to unlink contact from a company in Automation when unlinked in integrationcampaign fix campaign condition filter on date field with “empty” value on date or date|time fieldsms allow removing unsubscribe from SMS channel on contact pagecontact handle bounces if the email address has an uppercase in Automationcontact handle instance timezone effect on time field value on contact page (instead of displaying as UTC)asset fix asset save with distant URLemail you can now automatically import content from a blog post into an email column! I’ll automatically replace elements of your column (image, first text as a title, second text as description, link on button) including the content grabbed from the blog post page.page re-introduction of the token selector in the page builder UIcampaign fix campaign loop for jump action to decisioncampaign fix remove from campaign action to prevent loopingcampaign fix field value condition issue with apostropheintegration fix datetime interval in UTC timezone for integrations blocking synchronisation of some contactsintegration fix issue making impossible to open ZohoCRM pluginsegment fix behavioural issue when drag and dropping and removing some filterssegment fix company date/datetime fields returning error when filter is empty/not emptyform fix issue when attaching a file in form submissionemail fix dropdown list display on dynamic content condition based on a boolean fieldfields you can now attribute a default value to your contact, companies and opportunities fields.calendar fix a broken link when clicking on the name of an activity.
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