Release date: 09-04-2024
| New |
General | It is now possible to copy field content from the alerts with a right-click.
General | The 'invoice text' field is now also exported for the manual accounting integration.
STB Course | Automations can now also be set up for course groups. Based on the status of the course group, an email can be sent automatically to trainers and locations. More information about Automations can be found at STB CRM - Automations, what can you do with them and how do they work?
STB Charities | When generating QR codes from mailings, it is now possible to distinguish between QR codes for a door-to-door collection or for another mailing. This makes it possible for a fundraiser to include personalised QR codes in a marketing campaign through which donors can donate.
| Improvements |
General | In the CRM settings, it is now possible to store mailing templates (HTML and docx) under the component the mailing relates to. Previously, all mailing templates had to be stored under the 'Correspondence' component (available for 'Mailing'). Now, if a mailing is sent to a group of participants of a course, for example, the template can be stored under 'Courses'. By ticking the 'Mailing template' checkbox, it will then also be shown when creating a mailing.
For more information, see: Where should I create and store my mailing templates?
General | It is now possible to enlarge custom fields of the 'Text' type across multiple rows. This is available in all places where custom fields can be added.
STB Charities | For HTML templates from a pledge, extra merge fields are available for the spending target.
Document Management | The list of documents now also shows whether the document is checked in or checked out.
General | Various small improvements and bug fixes in the browser interface and the desktop interface