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There are over 200 innovations that accelerate the customer journey and business transformation, as well as over 50 marketplace apps to extend the functionality of bpm’online products.

Bpm’online is constantly working to deliver advanced capabilities to accelerate your sales, service, and marketing processes. Here are the new features included in bpm’online version 7.13.0.

45 minute video of the major updates in bpm'online version 7.13: 

 

 

Bpm'online marketing:

Bulk emails

  • The maximum size of a bulk email template has been increased to 5 Mb.
  • You can now send test messages directly from the content designer page. The [Send test email] button opens a window where you can:
  • Enter email addresses for receiving test emails, separated with blank spaces, commas or semicolons.
  • Select the recipient’s contact for testing of personalization macros. Previously, the contact for testing the macros was specified in the system settings.

 

Content designer

  • In the content designer, you can now edit:
    • borders, border color, width and style
    • background color
    • indent spaces at the content block borders

 


Bpm'online service

  • Improved calculation of case resolution delay in the [Actual response time] field. Bpm’online will not be taking non-working hours into account when calculating the resolution delays. Non-working hours are determined according to the current calendar.
  • improved calculation of case resolution delay in the [Actual response time] field. Bpm’online will not be taking non-working hours into account when calculating the resolution delays. Non-working hours are determined according to the current calendar

 

Customer portal

  • Email threads are now displayed automatically on the portal, without the need to verify each message individually by a help desk agent. In the case history, bpm’online displays cases and messages, whose “From”, “To” or “CC” fields contain the email of the case contact.
  • The self-service portal feature is now a part of bpm’online studio. By default, the portal in bpm’online studio only includes the [Knowledge base] section. You can add custom sections from the primary application to the customer portal.

 

Case history

  • Straight text without spaces, such as links, is now properly hyphenated in the case history. Also, the btn_create_case_from_text.png button (create new case based on selected text) will always be displayed in the visible area of the screen.
  • Added a new actions_menu_new_history.png menu for processing emails in the case history. With this menu, you can:
    • reply all recipients using an email template;
    • create a contact based on email;
    • link email to an existing contact;
    • enrich the contact

 

Email message menu in the case history:

new_history_email_actions_menu

Verify the list of email recipients:

Email_recipients

  • Optimized how email threads are displayed in the history. Now, if you edit an email draft several times before sending, the history will store only the most recent version of the email.

 

Core functions

  • You can now hide sections when setting up tiled lists.  The corresponding checkbox has been added to the list column settings.

 

Hiding column captions in a titled list:

hide_column_heading_checkbox

  • You can now quickly search and add recipients when sending email messages from the communication panel. Start typing the recipient or company name, and bpm’online will suggest recipients based on the entered text. This functionality requires enabling the global search feature.
  • We have increased the speed of importing data from Excel while reducing resource consumption for MS SQL-based bpm’online applications.
  • Export to Excel will no longer ignore data in the unsupported format (e.g., dates in the invalid format).

 

Hot keys

  • You can now save changes on record pages using the “hot keys”, such as CTRL+ENTER and CTRL+S.
  • Pressing ENTER now confirms choices made in a dialog window.

 

Global search

  • The global search services have been updated to version 1.4. In the new version, we have implemented the PostgreSQL support and improved operation in the fault-tolerant mode for instant data indexing service. Added, modified or deleted records are now available for search without indexing. The updates have been implemented for the cloud applications, starting from bpm'online version 7.12.2 and higher. To update on-site applications, use the global search setup guide.
  • If a user does not have permissions for a specific object column, e.g., for viewing an invoice amount, such column is not displayed on the page of global search results.
  • The relevance of filtered global search results has been increased. For example, if you set up a filter by contact on the search result page, contacts with matching names will be displayed at the top of the list.

 

Predictive analysis

  • You can now monitor the training stages of machine learning models.

 

Indicator of model training process:

artificial_intelligence_progress_bar

  • You can now monitor the training stages of machine learning models.
  • Machine learning models can now be automatically retrained to keep them up-to-date.
  • Pressing ENTER now confirms choices made in a dialog window.

 

Adding a column from a connected object to the selection of a machine learning model

artificial_intelligence_case_priority

 


Mobile application

  • You have an enabled full screen view for charts in the [Dashboards] section of a mobile app. To switch a dashboard tile to the full-screen mode, tap the btn_com_expand_analytics.png button in the top right corner of the application window.
  • When you switch a chart to the full-screen mode, the list of records used in the chart appears below the diagram.
    • Column setup and sorting in the list are performed according to settings in the primary application.
    • You can switch to any list record if it is available in the mobile app
    • Tap a diagram area to filter the data in the list.

 

A chart in full-screen mode on the mobile app:

mobile_analytics_show_data_

  • Data caching has been implemented in the [Activities] section of the mobile app. It enables working with schedules even when Internet connection is unavailable. As soon as the connection is restored, the application will continue regular operation in the online mode.

 

Integrations

  • We have improved MS Exchange calendar synchronization with bpm’online. This has significantly decreased the website load when simultaneously synchronizing calendars for 100 and more users.

 

Miscellaneous updated in business processes, web services, user customization tools, administration and development tools

bpmonline-try-it-free-green


Resources:

Upgrade guide form 7.12 to 7.13 including download update files for MS SQL.

Discover all of the upcoming features and improvements to our product range on the upcoming releases page. Here are the new features included in bpm’online version 7.13.0.

Automating dynamic work with Business Process Management

6 new productivity solutions on bpm'online Marketplace

New bpm'online CRM features are just a click away

 

Improve Your Business with BPM + CRM

 

Topics:   Make your business work smarter Business Transformation BPM-Business process management Business Process Automation sales acceleration Sales & Service Integration bpm'online CRM bpm'online updates Accelerate Core Processes

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