Mail Merge Support for Call Session ID in NextGen Forms
Accurately link form submissions to specific calls for better QA, compliance, and tracking, while improving visibility and data consistency across call-to-form workflows.
What’s New?
NextGen Forms now automatically capture the Call Session ID when launched through telephony integrations. The ID is mail merged into an integer field, ensuring each submission is directly tied to the originating call.
Import Default Object Types
Seamlessly bring data into both default and custom object types, ensuring greater flexibility and consistency across your CRM.
What’s New?
The Object Types Import feature has been enhanced to import objects directly into default object types. Previously, imports were limited to custom object types.
The Bulk Export & Delete
This feature has been enhanced to give you more control and flexibility.
What’s New?
You can now select an opportunity type to ensure that only activities tied to that specific opportunity type are exported or deleted. Additionally, recurring requests can be scheduled to save time and reduce manual effort. We’ve also refined the wording across the feature for improved clarity and usability.
Bug Fixes
Core Platform
- GetActivitiesOfOpportunity V2 API
- Fixed an issue where trailing zeros in text fields were not displayed correctly.
- Fixed an issue where number fields were returning with extra zeros in the response.
- Fixed a bug where fields with different SchemaName and InternalName were not being included in the response.
- Fixed an issue where support access opened from the new portal was being revoked if another support access session was opened by the customer via the platform settings page.
- Fixed a timeout issue when creating lists using the “Is Not” operator in the list condition.
- Fixed an issue where Email Campaign Activity was not being displayed in the Activity History.
- Fixed an issue where the Redis cache for Object Type was becoming stale. This caused pages to break and led to leads being created with an empty stage value.
- Fixed an issue where the OwnerId field was editable from the Lead Grid, even when restricted through the Permission Template.
Marketing
- Resolved an issue where Web Event tracking and Form submissions were not working for some customers due to tracking domain configuration problems.
Automation
- Fixed an issue where, if multiple “Wait Until Workday” cards were used in an automation, the UI incorrectly displayed the default wait time from a previous card. This has now been corrected.
Forms & Processes
- Fixed incorrect Form rendering on Lead Edit under opportunity details page in NextGen.
