Tag: CRM support

SalesNexus July 2025 Release
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.

LEARN MORE

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.
August 4, 2025
SalesNexus June 2025 Release
The reported issues in SalesNexus CRM focus on enhancing user experience, improving system functionality, and resolving critical bugs that impact usability and customer interactions. The updates address navigation, user interface responsiveness, email functionality, data integrity, and user-specific settings visibility. These changes aim to streamline workflows, improve accessibility, and ensure reliable communication features for users, particularly in a B2B CRM and marketing automation context.
New Features

Quick Navigation to Default Page (CRM5-1063)

Description: Users can now click the SalesNexus logo to quickly return to their default landing page.
Impact: Enhances navigation efficiency, allowing users to reset their workflow or access their primary dashboard with a single click, improving productivity.

User-Specific Email Capture Settings Visibility (CRM5-1106)

Description: Standard users can now only view their own Email Capture settings, preventing visibility of other domains or businesses connected by other users.
Impact: Improves data privacy and user experience by ensuring users see only relevant settings, reducing confusion and potential misconfiguration in multi-tenant environments.
Improvements to Existing Features

Navigation Bar Responsiveness (CRM5-1052)

Description: Fixes the navigation bar overlapping contact details at smaller window sizes.
Impact: Enhances the user interface’s responsiveness, ensuring contact details remain accessible on smaller screens or resized windows, improving usability for mobile or compact displays.

Last Note Field Availability (CRM5-927)

Description: Resolves the issue where the Last Note field was not appearing in new databases.
Impact: Restores functionality of the Last Note field, ensuring users can view and interact with critical note data in newly created databases, maintaining consistency across the platform.
Bug Fixes

Dropdown List Deletion Issue (CRM5-1108)

Description: Corrects a bug where attempting to remove a single item from a dropdown list caused the entire list to be deleted.
Impact: Prevents unintended data loss, ensuring users can safely manage dropdown list items without risking the deletion of all entries.

Meetn Link Delivery Failure (CRM5-1061)

Description: Fixes an issue where customers were not receiving their Meetn links.
Impact: Restores reliable delivery of Meetn links, ensuring customers can access scheduled meetings, which is critical for maintaining effective communication and trust.

Email Link Redirection Failure (CRM5-1055)

Description: Resolves a problem where email links fail to redirect and load indefinitely.
Impact: Ensures email links function correctly, improving user and recipient experience by enabling seamless access to linked content or actions.
June 4, 2025

Tag: CRM support

SalesNexus July 2025 Release

New Features

Push Lookups (CRM5-549)

Updated Internal Server Mapping Tool (CRM5-835)

Big Fixes

Line Item Date Fields Not Clearing Properly (CRM5-1132)

Meetn Account Creation Error and Missing Logo (CRM5-1119)

Profile Icon Unclickable in Group Details View (CRM5-1118)

Contact Import Group Mapping Failure (CRM5-1111)

Sales Opportunity Date Clearing Reverts to 1-1-1900 (CRM5-1102):

NMLS Number Displaying as Decimal (CRM5-1100)

Contact Export to CSV Failing (CRM5-963)

SalesNexus June 2025 Release

New Features

Quick Navigation to Default Page (CRM5-1063)

User-Specific Email Capture Settings Visibility (CRM5-1106)

Improvements to Existing Features

Navigation Bar Responsiveness (CRM5-1052)

Last Note Field Availability (CRM5-927)

Bug Fixes

Dropdown List Deletion Issue (CRM5-1108)

Meetn Link Delivery Failure (CRM5-1061)

Email Link Redirection Failure (CRM5-1055)