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Version 2024.4 introduces a global update of Inception CRM’s user interface. It includes new app themes, modern icons, and a redesigned navigation menu. It unifies the visual elements of the app across all modules. And it comes with a raft of new features that improve the user experience.
What’s new in Search
Inception CRM Version 2024.4 introduces new features to Relations. Relations lets users establish links between two customers based on their relationship type. These can include “Influencer” relationships, managerial relationships, or other relationship types.
Admins can now configure the expressions that describe the direction of the relationship. This means setting the relation type (e.g., “Influencer”) and the path.
For example, in an “influencer” relationship, you want to know who influences whom. Admins can set expressions like “influences” and “is influenced by” to describe the direction of influence.
Because relations are always mirrored, a user only needs to record one for the system to know the other. If Customer A “influences” Customer B, the system knows that Customer B “is influenced by” Customer A.
What’s new in Planner
A new indicator icon flags institution customers who have Announcements. The flags appear next to institution names when added to scheduled Planner activities.
Announcements are messages related to specific institution customers. They inform users of time-sensitive information that may be relevant to pre-call planning.
Common examples of such messages include late-payment warnings and order-related alerts. Clicking on the flag opens the customer card, where the user can read the announcement.
What’s new in Tasks
Version 2024.4 introduces several new features.
Link Tasks to Customers
Users can now link tasks to customers, including tasks they assign to others. They can also track the history of each task from creation to closure.
There are two big benefits to this. First, it makes it easy to keep track of customer to-dos without clogging up your calendar. It also makes it easy to find them later.
And second, it makes it easier than ever to collaborate with other users over shared customers. A comment section under each task makes it easy to share notes and reminders without emails.
Customer-related task with comments
Task History
A new “Change History” button lets you track the status of a task in progress, even when it’s not assigned to you.
View Tasks in Customer Cards
You can find tasks related to a customer anytime via the Tasks tab in the Customer Card. Clicking on a task lets you preview it inside the Customer Card or open it in the Tasks Module.
To create a new customer-related task, use the shortcut on the Customer Card. Or add the customer to a task already in progress inside the Task Detail.
Backend Stuff
For admins, we’ve improved the management of users to whom other users can assign tasks. We’ve also made improvements to push notifications.
Push notifications let users know when they are assigned a task. New push notifications give users more useful information before opening assigned tasks.
What’s new in Contracts
We’ve made a few minor improvements to the Contracts and Projects module.
Field descriptions and labels now support longer texts. This is useful for complex forms where context or guidance may be helpful when filling them out.
A new “date and time” field type lets users set the date and time within a single dialogue.
Updates to Permissions
This version includes important updates to user permissions and role settings. These changes enable better control of data visibility among different user groups.
Admins can set the visibility of notes, call reports, and attachments by user group. This makes it easier to hide sensitive information about shared customers.
These upgrades add native support for MSLs and commercial teams in a shared environment.
