Release date: 2018-10-30

  • Product categories associated with relations paths.


Release date: 2018-10-19

  • Added roles to lead types


Release date: 2018-10-08

  • Additional leads filters
  • Added execute_now field for campaigns that triggers sending right now


Release date: 2018-10-02

  • It is now possible to subscribe to the webhooks Task updated and deleted.


Release date: 2018-09-21

  • Added filters for contacts / accounts


Release date: 2018-09-20

  • It is now possible to subscribe to the webhooks case created, updated and deleted


Release date: 2018-09-18

  • Added relative date filter for value
  • Change lead activity count for multiple lead assigned to a case


Release date: 2018-09-17

  • It is now possible to decline a case without using the normal activity creation workflow by using the cases/:caseId/decline endpoint


Release date: 2018-09-07

  • The activity created webhook now includes automated communications in the payload.


Release date: 2018-08-29

  • Bugfix: Backdated correspondences are now showing correctly in chronological order.


Release date: 2018-08-13

  • Bugfix: Fixed bug when trying to link the same source field option on the same target field


Release date: 2018-08-03

  • Add IN operator for filters to text and numeric fields


Release date: 2018-07-23

  • Bugfix: Fixed issue with locks not being released when marking leads as called


Release date: 2018-07-11

  • Bugfix: Fixed an issue where some grouped filters would be applied as "OR" instead of "AND"


Release date: 2018-07-06

  • Added between operator to the filters for numeric and date fields


Release date: 2018-07-03

  • Bugfix: The cases overview now shows the correct numbers in All, Open, Closed and Declined, after applying the Task Type Filter!


Release date: 2018-06-29

  • Bugfix: Fix issue with creating task campaigns that created duplicate cases


Release date: 2018-06-27

  • Add default templates to relations paths
  • Extend reporting period max to 3 years

  • Bugfix: Fixed bug with campaign tasks


Release date: 2018-06-22

  • Bugfix: Fixed an issue where telephone campaigns wouldn't distribute tasks


Release date: 2018-06-14

  • Added possibility to backdate accounts, contacts, and additional data


Release date: 2018-06-14

  • Bugfix: Changed seconds to duration in report export


Release date: 2018-05-17

  • Bugfix: Fixed an issue where team information would not be present in campaign report exports
  • Bugfix: Fixed an issue where telephone and letter campaigns with no contacts would never complete
  • Bugfix: Fixed an issue where scheduled reports did not send
  • Bugfix: Fixed an issue where you could not create campaigns without a template
  • Bugfix: Fixed an issue with reports not showing team targets
  • Bugfix: Fixed an issue where using additional data in a campaign filter would cause the campaign to fail
  • Bugfix: Fixed an issue where the deprecated campaign consent filter didn't work
  • Bugfix: Fixed an issue where the product field sorting order was not applied
  • Bugfix: Fixed an issue where names of deleted users weren't shown on the case timeline


Release date: 2018-04-18

  • Bugfix: Fixed an issue where admin report export would fail


Release date: 2018-04-11

  • Added team fields to /me


Release date: 2018-03-23

  • Bugfix: Fixed being able to trigger lead calls twice as to prevent duplicate lead_called webhooks


Release date: 2018-03-12

  • Bugfix: Standard users can now filter tasks by team


Release date: 2018-02-28

  • Add endpoints for fetching reports


Release date: 2018-02-15

  • Bugfix: Fixed an issue where SSO users couldn't have a string id as the provider user id


Release date: 2018-02-14

  • Bugfix: Fixed issue regarding creating activities in some cases


Release date: 2018-01-29

  • Ability to create a case with specified team id


Release date: 2018-01-15

  • Bugfix: Fixed an issue with empty email subjects
  • Bugfix: Fixes an issue with searching in additional data


Release date: 2018-01-12

  • Bugfix: Fixes issue with emails not arriving when having an attachment without a file extension


Release date: 2017-12-20

  • Bugfix: Removed html tags from push notification message


Release date: 2017-12-07

  • Removed gamification targets


Release date: 2017-11-29

  • Removed the notification adapter and added migration to remove duplicate data


Release date: 2017-11-15

  • Marked "role_id" in payload when updating a user as deprecated
  • Added "extra_steps" to "/cases/:case_id/activities" response
  • Add targets feature
  • Add filters for case and contact timeline
  • Add milestone types
  • Allow admins to edit users profile pictures

  • Bugfix: Fixed bug with uploading files to a folder


Release date: 2017-10-23

  • Deprecated old iOS versions and added new credentials
  • Added a backwards compatibility adapter for notifications
  • Output the message as html and not string if it has html tags.
  • Added the team to tasks
  • Send a notification when some accepts a lead and assigns the user to the case
  • Added fields to teams
  • Send a notification when a task becomes overdue

  • Bugfix: Added missing brake in notification message

  • Bugfix: Modified the notifications transformer to use notification adapter
  • Bugfix: Marked 'relations_path' as deprecated in Requests
  • Bugfix: Fixed a bug where content was not being validated when creating a content suggestion on a relations path
  • Bugfix: Fixed a bug where a role couldn't have the right users.edit.system_user
  • Bugfix: Fixed bug where product type wasn't updated when changed during activity creation
  • Bugfix: Fix bug where leaderboard could show a 0 value
  • Bugfix: Fixed a bug where custom fields with type/validation combinations could be created but wouldn't make sense


Release date: 2017-09-01

  • Bugfix: Fixed a bug when previewing emails using custom fields
  • Bugfix: Fixed a bug for notifications with a deleted lead type


Release date: 2017-09-01

  • Bugfix: Fixed a bug where admins couldn't update their own profile
  • Bugfix: Fixed a bug where admins could "lock" himself out when updating roles