Server: top 10 reasons to upgrade
01
A new suite of AI features
Version 8.4 introduces GenAI-powered functions: text Beautify, Email Suggestion, Meeting Transcript summaries, Account Management Summary, Sales and Management Daily Digests, a Morning Briefing, Ticket Summary, FAQ search/creation, and the SalesBot chat assistant. All operate on live CRM data, are driven by configurable scheduled jobs, and can be adopted selectively.
02
Updated technology baseline
The server now requires Java 21 and supports Microsoft SQL Server 2022 (with JDBC driver 12.4.1), moving the deployment onto currently supported components. Note that SQL Server 2012 is no longer supported with the newer driver.
03
More resilient background jobs
Jobs no longer deactivate themselves when an exception occurs during class loading (for example, a temporary database connection problem), removing a common cause of jobs silently stopping. New job health monitoring can additionally send an HTTP request to an external service on completion so that a missed run raises an alert.
04
Improved lead management from Automation (Neoletter)
UTM parameters on imported form submissions can now drive activity classification, delivery events (opens/clicks) are logged on the lead, Neoletter profiles can be synchronized back to contacts, and lead import can create both a project relation and questionnaire answers.
05
New Web-Builder-based GDPR page
GDPR consent pages can now be built with the Web Builder instead of a hand-coded static website. Access is secured with a time-limited JWT (enabled via PSA_DPR_RST_SVC_URL_JWT), and language-dependent pages can be configured by appending a language identifier to the URL variable, so each contact sees the page in their communication language.
06
Improved questionnaires
Web Builder questionnaires can now be accessed without IAM authentication, using a JWT for authorization, which makes them available to a wider audience; multiple language-specific URLs can be assigned per questionnaire. In addition, questionnaire actions that create an activity can now set a due date (using $$TIME macros with an offset), and lead import can generate a project relation and import questionnaire answers in a single pass
07
Improved cockpit features
Watchlist, filter diagram and filter bar diagram elements can now display values as an average as well as a sum; planning elements are available in the company cockpit; copied watchlist elements are now fully independent, allowing different filters per cockpit page; and dates in the filter bar chart can be compressed to the calendar week.
08
Import of external appointments
A new import function under My data / Additional data / Foreign calendar imports all events from an external calendar as new CRM appointments. Once the import completes, all imported appointments are opened together in a single dialog for review
09
Planning Board integration
The Planning Board is now treated as the master system for appointment release, avoiding divergent statuses between the two systems, and its changes are imported under the actual user who made them rather than the job user. Person resource links open the person's form directly, resource type icons are exported to the board, and resources are automatically removed from canceled appointments and restored if the cancellation is reverted
10
Improved REST interface for easier external connectivity
The standardized incoming/outgoing REST framework makes it substantially easier to connect the CRM to external systems such as the portal and other external consumers. Endpoints consumed by the Web Builder (Scrivito) portal now provide a schema definition describing their attributes and permitted enum values; CORS origins support wildcards (psc.rst.aca.ori) for flexible multi-domain configurations; and web services can be extended or overridden at startup without endpoint-path conflicts. Connection and read timeouts are also configured independently (psc.rst.def.tio.con, default 10s, and psc.rst.def.tio.rea, default 5m), preventing a long connection timeout from hanging the application during network problems.
Web Client: top 10 reasons to upgrade
01
New branding and color scheme
The web client is now presented as JustRelate CRM with a new default color scheme.
02
Multiple external views open simultaneously
Multiple external views open simultaneously. The Mailbox, Entry Portal, Team Calendar and Personal Calendar can each be open at the same time alongside the main window.
03
Rewritten main tab widget
Tabs can be reordered by drag-and-drop, are grouped automatically when space is limited, and are rendered entirely on the client for a better experience.
04
Rebuilt rich text editor
The editor is now based on CK Editor version 48, offering improved stability, better "paste from Office" handling, and better support for HTML content.
05
"Reset user settings" function
A new function restores a dialog's hidden or moved columns, hidden tabs and quick filters to their defaults, addressing confusion caused by persistent quick filters.
06
Active filter shown as list title
Overview lists with an active filter display the filter name as the tab title, making simultaneously open lists easier to distinguish.
07
Copy table rows to the clipboard
Selected rows can be copied "what you see is what you get" (visible columns, current order) and pasted directly into Excel, either with formatting or as plain text.
08
Query-condition highlighting
Form fields that currently have a query condition set are highlighted with a colored frame, and the feature can be toggled in the Customize view dialog.
09
Per-user and per-group color schemes
Color schemes can be assigned to individual users or groups, improving accessibility for color-blind users rather than applying a single scheme to everyone.
10
Administration improvements
Backend logging can be adjusted live from the admin view without a server restart, administrators can define predefined defaults for user-specific GUI settings, and backend connections support HTTPS/WSS
This means for your business
- AI that supports you from day one and saves you a tremendous amount of time.
- A smoother workday.
- Better planning and reporting
- Simpler forms and legally compliant consent pages.
- Easier integration with other tools
