This update for SalesNexus CRM addresses multiple bugs related to date handling, data import/export, UI interactions, and field formatting, while introducing a new feature for admins to manage and distribute lookups across users. Additionally, an internal tool for support engineers has been enhanced to reflect updated client email server assignments. The changes improve system reliability, user experience, and administrative control.
New Features
Push Lookups (CRM5-549)
Admins can now create, push, edit, and retract lookups to ensure consistent views across users. Features include:
Pushing saved lookups to any user.
Editing existing lookups and applying changes to all assigned users.
Retracting lookups to remove them from users’ lists.
Updated Internal Server Mapping Tool (CRM5-835)
Enhanced the SalesNexus internal tool to display reassigned LC groups and external IPs for clients moved due to violations (e.g., excessive bounced emails), ensuring support engineers have up-to-date email server information.
Big Fixes
Line Item Date Fields Not Clearing Properly (CRM5-1132)
Resolved issue where clearing a date field in opportunity line items reverted to 01/01/1900 instead of remaining empty.
Meetn Account Creation Error and Missing Logo (CRM5-1119)
Fixed 422 error (“Required fields are missing”) during account creation in Meetn, along with correcting the missing logo display.
Profile Icon Unclickable in Group Details View (CRM5-1118)
Corrected inability to click the profile icon while viewing group details.
Contact Import Group Mapping Failure (CRM5-1111)
Fixed bug where unchecking “Create group if not found” during contact import prevented mapping to existing groups, even on matches. Also addressed inconsistent header usage in mapping.
Sales Opportunity Date Clearing Reverts to 1-1-1900 (CRM5-1102):
Resolved issue in sales opportunities where clearing date fields (excluding create/close dates) set them to 1-1-1900 instead of empty.
NMLS Number Displaying as Decimal (CRM5-1100)
Corrected formatting issue where NMLS numbers (changed from numeric to character field) appeared as decimals.
Contact Export to CSV Failing (CRM5-963)
Fixed “An item with the same key has already been added” error preventing CSV exports of contact lists.