What's New!

Version 9.0.0.30

Highlight record nodes having child configuration in blue and nodes with no further child configuration in grey.
Ability to show related record information on the tooltip for connection and activity party.

Support to auto-expand the map up to 1 level of the hierarchical relationships on loading of the map.

Addition of the “View As Table” feature allowing user to see bulk records in a tabular view on the map.

Support to set default view and filter views of entity nodes within relationship maps

Provision to set up the child configuration to further drill N-level down through the relationships
Provision to quickly create a new entity record through the entity node in the relationship view in just one click
Capability to configure the connection control to create, update, view and delete the connection records more efficiently to improve an overall connection management
Ability to add filters on connection role categories and entities that user wishes to create a connection with. Connection role category filters like; Sales Team, Business, Family etc. and entity filters like; account, contact etc.
View it in user’s preferred format - grid/card/relationship view
Allows to add multiple controls on a single form with various filters and conditions to show the connections based on that.
Easier and quicker way for user to search and navigate to a record through the relationship view of Connections.
Provision to quickly connect any record to the main primary record as a connection

360 degrees view of all important data of the record in a single view
Supports both OOB and custom entities
Support for 1:N, N:1 as well as N:N information
Begin with a quick summary with the ability to drill down to the details
Navigate easily and quickly to any of the records in the relationship
Ability to quickly record any activity like phone call or appointment for the related records
Support for viewing aggregate values without the need for creating rollup fields
Control can be configured in Web, Mobile and Tablet for unified experience

Last updated 4 months ago