A new regular update package for bpm’online: enhanced duplication search and optimized case management | Creatio

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A new regular update package for bpm’online: enhanced duplication search and optimized case management

Wednesday, October 5, 2016

News

http://d8.bpmonline.com/sites/default/files/bpmonline/news/image/banner-updates-275x310.png

We are excited to inform you about a new update package for bpm’online products with more than 60 feature enhancements.

The key enhancements include:

- Duplicate search. With the latest update package, searching for duplicates has become even easier. Now local duplicate search is performed exactly like global duplicate search, according to defined search rules. Also, new rules for searching duplicates have been added. For instance, contacts will be flagged as potential duplicates if they have matching full names, regardless of the order in which first, last and middle names are entered. The new release also provides tools to set up columns in the list of potential duplicates.

- Bpm’online service. The latest release features enhancements that make it easier to manage cases. Now, a user can create a case literally in a few clicks. Also, the logics of filling in the assignee and reasons of closing a case have been enhanced. Other enhancements include an optimized customer feedback form in the case resolution notification email which makes it easier for users to evaluate the quality of provided service.

- Business processes. Another core part of the latest release is the enhanced process designer. Along with improved validation of formulas in the process designer, process elements and parameters can now be searched in the formula window.

- Content designer. With the improved content designer, email templates have been optimized for different devices and email clients, for instance, Outlook, Gmail, Apple Mail, or Yahoo.

Detailed descriptions of all the new features and upgrades are available at the bpm’online academy. Read the release notes! >>

Sign up for a 14-day free trial to test-drive the new features of bpm’online products:

• bpm'online marketing >>

• bpm'online sales >>

• bpm'online service >>

Explore all the benefits of seamlessly integrated marketing, sales and service products on a single platform - test-drive the complete CRM bundle:

• bpm’online CRM bundle >>