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Customer Journey Plug-in 5.8.0 Release Notes

Overview

This document describes any new features, enhancements to existing features, fixed issues, and known issues for the 5.8.0 release of the Customer Journey Plug-in. For information on supported platforms, please refer to the Connectors Supported Platforms page.

Feature Enhancements

  • Support for Sugar 11.2.x (Q4 2021): This version of the Customer Journey Plug-in can be used with supported Sugar versions up to 11.2.x.
  • Customer Journey dashlet for consoles: A Customer Journey dashlet can now be added to the Case Detail drawer on the Service Console and to the Account Detail drawer and Opportunity Detail drawer on the Renewals Console. The dashlet shows the fully interactive, running journey for the record on the console.
  • Dynamic URLs using data from the target record: Use content variables to create custom links for the current record (e.g., add a link to the record in an internal system by setting "http://mycompanyintranet.com/{$myexternal.system.id}" or search google for the company via "https://www.google.com/search?q={$parent.name}")
  • Set relative due dates by timeframe: You can now set due dates to either be a fixed number of days relative to a date on the record (e.g., Expected Close Date + 2 days) or as a percentage of time relative to a date on the record (e.g., 50%, or halfway between now and the Expected Close Date) via the Due Date Criteria field.
  • Improved user experience when configuring a Related Sugar Action to populate fields: The UI has been re-vamped to be easier to use and easier to read.
  • Add Related Sugar Actions at the Journey level: Previously available at the stage and activity template levels only, you can now configure Related Sugar Actions on the Journey template.

Fixed Issues

The following issues reported to SugarCRM have been resolved in this version of the Customer Journey Plug-in:

  • 87925: Enabling the Quotes module may make Quote Line Items show duplicates.
  • 87828: On record view, extra left indentation is added in the Customer Journey header.
  • 87825: The journey panel and admin settings do not appear when using language other than English or French.
  • 87257: Previewing records in subpanels results in Data not available and console error
  • 86889: Activities created by journeys may fail to trigger SugarBPM process definitions as expected.

The following additional issues have been resolved for this release:

  • Customer Journeys do not work if the Quotes module is enabled in Configure Modules.
  • If the difference between the start date and due date is more than 30 days, then an unexpected Due Date is set.
  • When a user has defined a SetRequired Dependency on the activity and a user tries to complete the activity using the checkmark on the activity, it will show an error message about the required field if it is empty.
  • Related Sugar Actions do not properly show the Create Quote view.
  • When "Journey Template" or "Stage Template" is selected for Related Sugar Actions, it will change to "Activity Template" on save.
  • In Activities (Tasks, Meetings, Calls) when values in the populated field are added and saved, the values disappear.
  • Populate fields validations don't get triggered on all the fields properly.
  • In the Meetings, when selecting "Add all contacts from parent" then all the data is not added from all contacts subpanels.
  • Trigger Event field in CJ_Forms is missing when creating by CJ_Forms.

Additional Information

The following pages contain information related to the use and installation of the most recent version of the Customer Journey Plug-in.