Release Notes
2024.
2023.
v2.9.0.32 | 13.12.2023
v2.9.0.31 | 30.11.2023
v2.9.0.29 | 01.11.2023
v2.9.0.28 | 16.10.2023
v2.9.0.27 | 06.10.2023
v2.9.0.26 | 20.09.2023
v2.9.0.25 | 06.09.2023
v2.9.0.24 | 24.08.2023
v2.9.0.23 | 08.08.2023
v2.9.0.21 | 28.07.2023
v2.9.0.20 | 11.07.2023
v2.9.0.18 | 28.06.2023
v2.9.0.17 | 14.06.2023
v2.9.0.16 | 01.06.2023
v2.9.0.15 | 16.05.2023
v2.9.0.13 | 28.04.2023
v2.9.0.12 | 04.04.2023
v2.9.0.10 | 20.03.2023
v2.9.0.8 | 08.03.2023
v2.9.0.7 | 21.02.2023
v2.9.0.3 | 01.02.2023
v2.9.0.2 | 25.01.2023
v2.8.3.12 | 09.01.2023
2022.
v2.8.3.11 | 23.12.2022
v2.8.3.7 | 28.11.2022
v2.8.3.4 | 16.11.2022
v2.8.3.1 | 24.10.2022
v2.8.2.5 | 19.09.2022
v2.8.2.3 | 06.09.2022
v2.8.2.0 | 25.08.2022
v2.8.1.4 | 08.08.2022
v2.8.1.3 | 01.08.2022
v2.8.1.1 | 15.07.2022
v2.8.0.0 | 24.06.2022
v2.7.9.7 | 16.05.2022
v2.7.9.6 | 02.05.2022
v2.7.9.5 | 20.04.2022
v2.7.9.1 | 06.04.2022
v2.7.9.0 | 26.03.2022
v2.7.8.0 | 01.03.2022
v2.7.7.2 | 22.02.2022
v2.7.7.1 | 08.02.2022
v2.7.6.13 | 28.01.2022
v2.7.6.8 | 05.01.2022
2021.
v2.9.0.30 | 13.11.2023
v2.8.3.9 | 13.12.2022
v2.7.9.8 | 31.05.2022
v2.7.6.5 | 28.12.2021
v2.7.6.1 | 13.12.2021
v2.7.5.3 | 30.11.2021
v2.7.5.0 | 15.11.2021
v2.7.4.5 | 02.11.2021
v2.7.3.0 | 18.10.2021
v2.7.2.31 | 04.10.2021
v2.7.2.28 | 20.09.2021
v2.7.2.24 | 03.09.2021
v2.7.2.22 | 20.08.2021
v2.7.2.20 | 12.08.2021
v2.7.2.17 | 26.07.2021
v2.7.2.15 | 13.07.2021
v2.7.2.12 | 30.06.2021
v2.7.2.9 | 14.06.2021
v2.7.2.5 | 31.05.2021
v2.7.2.0 | 17.05.2021
v2.7.1.1 | 30.04.2021
v2.7.0.0 | 16.04.2021
v2.6.8.9 | 06.04.2021
v2.6.8.5 | 19.03.2021
v2.6.8.1 | 09.03.2021
v2.6.8.1 | 04.03.2021
v2.6.7.6 | 02.02.2021
v2.6.6.19 | 11.01.2021
v2.6.6.18 | 06.01.2021
v2.6.5.13 | 30.10.2020
База знань Delta M. CRM
Release Notes
v 2.9.0.34 | 11.01.2024
Client version: 2.9.2.14
Improvements to the Delta M CRM:
Fixed CRM bugs:
Improvements to the Delta M CRM:
- Added optional ability to display the name of the queue on which the call was made from DeltaTellBox to the special insert Full work history. The queue code that will be passed to the openByCall point in the DialQueue parameter and the queue name must be created in the Telephony Queues dictionary to display the information in the Full Work History correctly.
- Added optional ability to display unfilled fields in entity cards in view mode
- Added possibility to remove restrictions on the number of characters in SMS template when creating it if you set the corresponding parameter to 0, which means No restrictions. Now when creating a new template or group the system will automatically set 0 by default
- Added sorting of templates by name in the SMS and Email sending window from under the entity card or mass sending via search results.
- Optimized robotics mechanism of the system when working with the functionality of scenarios with a large number of question and answer branches
- Added ability to copy attached contact information from the Full Work History in a client/transaction card
- Added the ability to restrict the ability to edit contact data at the role level
- Added optional ability to set mandatory comment completion when assigning a task
Fixed CRM bugs:
- Fixed an error in displaying the customer's full name in the Add Action window
- Fixed a bug when closing a process when Deleting a closing action before saving it
- Fixed critical error when duplicating a script between steps
- Fixed SQL error occurring when searching for transactions with filled in parameters of 3 persons
- Corrections were made to the calculation of the system field "Number of overdue exits".
- Corrections were made in passing arguments to Asterisk when working with IVM ARI provider.
- Fixed error of closing the system client when unchecking/checking the steps and actions in the project settings
- Fixed duplication of related persons when merging duplicates via Macros functionality
- Fixed a critical error when trying to add details for a document package
- Fixed an error of displaying the client's full name in the window of adding an action during an incoming call
- Fixed error of saving a phone number that is not in the client or transaction card when making an incoming call
v2.9.0.32 | 13.12.2023
Client version: 2.9.2.12
Improvements to the Delta M CRM:
Fixed CRM bugs:
Improvements to the Delta M CRM:
- Added additional functionality of blocking by successful actions, successful SMS, Email and IVM in the General Settings sidebar - section Restrict contactability by clients
- Added functionality of document QR code generation in the document generation wizard via source selection of variable section Other
- Added Duplicate project group functionality to the Projects functionality
- Added functionality of hiding variables from the text of sent SMS in entity cards on special insert Full work history
- Added optional functionality in general settings to disable saving filters and column sorts in search results
- Added the ability to select the redemption field at the project level for sorting data on the Redemption special box
- Added optional functionality to enable comment editor with spell check and sentence template
- Added Proposal Template functionality for quick filling of comments when adding an action which can be called via the symbol - /
Fixed CRM bugs:
- Adjustments have been made to recalculate the pledge schedule when time changes
- Fixed a critical error when clicking the +Add Group button in the Projects setting
- Fixed display of deleted values in the Ignore setting when verifying field settings after deleting all values and refreshing the field settings window
- Adjustments were made to the work of the event strategy block with the Waiting for condition functionality
v2.9.0.31 | 30.11.2023
Client version: 2.9.2.11
Improvements to the Delta M CRM:
Fixed CRM bugs:
Improvements to the Delta M CRM:
- Added possibility to limit the maximum interval of SMS/Email sending through provider settings
- Added ability to view changes in the database that occurred during the selected period on the admin panel.
- Optimization of the Strategies automation module has been performed
- Added optional possibility to enable logging of information about deletion and merging of an entity in the system
- Added the ability to create fields for pledge schedule entities and lower-level pledge fields for their further use in a strategy with a pledge schedule entity.
- Added ability to create strategies with a promise schedule entity for all projects
Fixed CRM bugs:
- Made corrections to the geodata record when adding the result of an action in the transaction card
- Fixed duplication of action with the same key when importing history
- Fixes strategy call on deals that pass import through gateway tables
- Fixed saving column order in search filters
- Fixed activation of the Save button when switching to edit mode on the Accounts tab in the deal card
- Fixed activation of Save in general settings when searching and if no changes have been made
- Fixed frames of the Customer Type field going out of bounds in the footer of the Customer card
- Fixed moving a field from selected to available when changing the field location using field search
- Fixed a critical system error when adding a second new process after adding a new process with an action in the transaction card
- Fixed visual logging of triggering of an event block that is not in the strategy
v2.9.0.30 | 13.11.2023
Client version: 2.9.2.10
Improvements to the Delta M CRM:
Fixed CRM bugs:
Improvements to the Delta M CRM:
- Canceled ban on bulk SMS and Email sending if the Condition for template hiding functionality is configured in the corresponding template types
- Added LogMsSqlConnection log file in which the system will keep records in cases when the CRM server will not have access to the database server
- Added optional functionality to record and view the geolocation of the place where the user added the result of an action via Web and mobile version of CRM to the polygonal work history
Fixed CRM bugs:
- Edits were made to the display in the grouping by Time Remaining parameter
- Corrected the display of the name of a related person in the window of adding an action on an incoming call
- Fixed SQL error occurring when switching to the Linked Data tab in the transaction card if no field is selected in the general settings for linked data.
- Fixed client crash when setting in general settings - section is set to Display passport icon and not set to Display passport value without system signatures
- Fixed SQL error when sorting data by Entity Name field to include Work History
- Fixed display of functionality for deleting actions in the entity card on the special insert Full work history without permissions
v2.9.0.29 | 01.11.2023
Client version: 2.9.2.9
Improvements to the Delta M CRM:
Improvements to the Delta M CRM WEB:
Fixed CRM bugs:
Improvements to the Delta M CRM:
- Added the ability to restrict access to work with client cards by their type at the Role level
- Added the ability to call the Strategy by client entity with the functionality in the Events - Other - "Date change" or "Start of robot - Work schedule" block for all clients. Also added optional checkbox "Call strategy on all clients on schedule and on date change", when set, the strategy located in all projects will be called on all clients of the system, regardless of the presence of transactions in these clients.
- Added possibility at the role level to set a mask for the phone number, which will be applied to the display in the following system functionalities: Phone fields in entity maps / copying of phone from phone fields will take place only with the set mask; Phones when adding action; Phone in adding action on incoming call; Phone in incoming call window; Phone in call recording tab; Phones in entity search results; Phones in full work history in filters - All manual, SMS, IVM, Outbaund; Phone selection when calling
- Added user information about SMS/Email duplicates when manually sending SMS/Email from an entity sub-map if the "Search for duplicates for the last time" option is set in the SMS/Email template. When sending an SMS/Email from an entity card that the system detects as a duplicate for the set time that was set in this parameter in the template settings, the user will receive a notification with the name of the template and that this sending is a duplicate. This attempt to send is not forwarded to the provider
- Added possibility of multi-level grouping of payments on the Payments special box in the transaction card. Grouping parameters can be set at the Project or its group level using the selected parameters and the specified grouping in the context of each parameter |A-Z; Z-A.
- Added optional possibility to change the view of the Linked Data special insert by checking the "Display linked data as cards" checkbox. The view of the special insert is changed to a view similar to that of the Provision special insert. In the General settings it is possible to set the list and order of displayed fields with the choice of capitalized fields and additional separators
- Added the ability at the role level to give access to a selected list of tasks that the user of this role will use in the future when working with entity cards
- Added the ability to make changes to the comment to an already assigned task via the task organizer or via the Tasks special insert in the entity cards via the context menu, provided that the user has access to this context menu.
- Added new variables for selection, "Stage Change Date" and "Status Change Date", to the forums in the Calculation Fields functionality and the Strategies functionality when building formulas in the Conditions and Actions blocks for the Client/Transaction/Security entities
- Added functionality when combining clients or their transactions, the system will also combine their documents from the Documents special box
- The mechanism of transferring the format of date data type variables through the IV functionality according to the "Default Language" set in the general settings has been finalized
- The mechanism of the checkbox "Mandatory action on incoming call" has been finalized, if it is set, the user will not only be obliged to add an action on incoming call, but also prohibited to close the action window without adding it.
- Added optional ability to output the entity name in the special insert Full work history in the Entity name column
- Added ability to verify field changes from under the entity card in fields for which change verification is configured
- Added possibility at the field level to set a list of values that will be ignored and do not need verification confirmation if these fields were selected for verification of changes at the level of project entity, client, collateral.
- Added possibility to add formed documents to the document package as attachments, which were previously formed manually or automatically by the user. Only those documents that have the "Attach a copy of the letter to the card" checkbox set in the template settings and were automatically added to the special attachment Documents in entity cards after generation are taken into account.
Improvements to the Delta M CRM WEB:
- Added possibility at the role level to set a mask for the phone number that will be applied to the display in the following system functionalities: Phone fields in entity maps / copying of phone from phone fields will take place only with the set mask; Phones when adding an action; Phone in adding an action on an incoming call; Phone in the incoming call window; Phone in the call record tab; Phones in entity search results; Phones in the full history of work in filters - All manual, SMS, IVM, Outbaund; Selecting a phone when creating
- Added possibility of multi-level grouping of payments on the Payments special box in the transaction card. Grouping parameters can be set at the Project or its group level using the selected parameters and the specified grouping in the context of each parameter |A-Z; Z-A.
Fixed CRM bugs:
- Adjustments were made to the display of Strategies work in Event call blocks
- Adjustments were made to the process object selection if the client ID matches the process action ID
- Adjustments have been made to the automatic selection of action results when going through a scenario with the functionality of randomizing answers and questions
- Fixed a number of errors in logging statistics
- Fixed errors with duplication of elements in the system that appear when saving reports, documents, scripts, projects in the functionality
- Fixed saving the change of a field with the picture type, if the field in the transaction card is changed for a related person
- Fixed the possibility to save a document card with an empty title by erasing the title and saving it exactly in the document card
- Fixed SQL error when adding a related transaction to a transaction card
- Fixed the possibility to set the value of the evaluation field higher than the limit in the QC Questionnaire functionality
- Fixed the possibility of forming a document package if the Address field is used as a variable when not all its values are filled in
v2.9.0.28 | 16.10.2023
Client version: 2.9.2.8
Improvements to the Delta M CRM:
Fixed CRM bugs:
Improvements to the Delta M CRM:
- Added the ability to search for multiple selections of items in the Strategies functionality in the Conditions and Comparisons blocks, such as types and their action results, process actions, or dictionary items.
- Added possibility to use variables of data type picture in the Documents functionality
- Added the ability to select customer and transaction fields when generating a formula that is used when setting a process field in an action block in a strategy or sub-strategy with a Process or Process Action entity
- Added functionality of automatic saving of formatting and grouping of entity search results, as well as added possibility of manual resetting of this saved filter via the Clear button
- Added ability to start, stop and restart system servers via API requests
- Added ability to customize HTML template with variable substitution in Email templates functionality
- Added possibility to send attachments via SMS templates
- Added possibility to select data display period in SMS Monitoring functionality
- Data unloading in tabular form by SQL script in the functionality of the Wizard of document generation in the template table has been finalized
- Added extended EventIdList in the Strategies functionality when checking or establishing
Fixed CRM bugs:
- Fixed the activity of the Save button when making changes to the client's card settings after adding a new card view
- Fixed the ability to send sms\email via PCM in search results in any cases of using the functionality
- Fixed grouping of tasks by completion date in the Tasks organizer
- Edits were made to the functionality of randomization of answers and questions in the Scenarios functionality
- Fixed a critical error occurring when clicking on the Duplicate button for a group of variables in report customization
- Fixed system bug that took into account the names of deleted SMS/Email templates when renaming active templates
- Fixed the error of calling the strategy workout on the block of clients update event when changing the status/stage/responsible for the client according to the search results
v2.9.0.27 | 06.10.2023
Client version: 2.9.2.7
Improvements to the Delta M CRM:
Fixed CRM bugs:
Improvements to the Delta M CRM:
- Added functionality to select multiple Email statuses when sending emails in bulk via a customer or deal search result
- Split access to document types in the entity types of Role and User settings for reading and editing
- Add ability to hide Email templates before manual sending by specified condition
- Added the ability to select individual variables from the Passport system field in the Document Generation Wizard functionality
- Added ban on mass sending of SMS and Email if the Condition for template hiding functionality is configured in the corresponding template types.
Fixed CRM bugs:
- Edits were made to translate the name of the functionality into the multilingual functionality
- Fixed the ability to select data sets from the loaded data model
- Fixed the possibility of using apostrophe in the field with the system source of the client's full name
- Corrections were made to the functionality of QC Questionnaires
- Fixed incorrect display of available actions for customer card and transaction card
- Fixed access to selecting a new account type in the card when adding it via the top menu Contact details
- Fixed errors in the Strategy log
- Adjustments were made to the functionality of the Condition block in the Strategies functionality
v2.9.0.26 | 20.09.2023
Client version: 2.9.2.6
Improvements to the Delta M CRM:
Fixed CRM bugs:
Fixed CRM WEB bugs:
Improvements to the Delta M CRM:
- Added the ability to limit the selection of contact data statuses for a user at the role level
- Added the ability to set the sorting order of client/transaction cards in the Incoming call window
- Added selection of mandatory objects when creating a workflow on the Workflows special tab and when creating a workflow via the Menu tab
- Added display of the client's full name in the window of adding an action on the client's card
- Added functionality of text randomization in SMS template for manual mailings or for mailings via sub-strategy with Phone entity
- Added functionality to randomize Questions and Answers in the scenario functionality when a user passes it through the Add Action window
Fixed CRM bugs:
- Fixed empty tooltips in the Calendar organizer on the Entity\Type\Status\User buttons.
- Fixed display of phone type when sending sms with Select multiple phones setting
- Fixed saving of the Condition block setting in the Strategy functionality when working with the List of values data type
- Fixed the error of starting IVM companies after restarting the system service
Fixed CRM WEB bugs:
- Added red highlighting of mandatory fields of entities with the Dictionary data type in the Questionnaire functionality
