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April 6, 2017 Business Technologies

Attention bpm’online users: System Update to 7.10 Version

Sonja Fridell wearing a blue blouse and a dainty necklace.
By Sonja Fridell

System Update for bpm’online

Today, our partner bpm’online will release their 7.10 release. Cloud customers can expect an update during the next available maintenance period. Below is the information on the system update from bpm’online.

For more information on bpm’online and for consulting services, please contact us below:

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The key enhancements and improvements:

Working with the customer database

The new release features intelligent tools for enriching contact information using data from incoming emails. Now, when receiving an email, users will be able to create a new contact or update an existing contact profile in just one click.

Global search

The new update package includes the global search function across all bpm’online sections to simplify the process of working with big volumes of data. For instance, this will help users find a client by an additional phone number or payment details. Global search is run directly from the command line, and all search queries are processed taking into account morphology and possible typos.

Business processes

It has also become easier to modify existing business processes due to the support of processes versioning. Users can now choose to save changes as a new version of the process and easily switch between different business process versions.

Case management

The new release features the improved case management tools. For example, now users can do the following:

  • Specify a custom sequence of steps for case stages. Now process steps can be launched immediately after changing the process stage or after other steps have been completed
  • Configure cases in any part of the system, including the new sections created with the wizard
  • Create several cases for one section, for example, configure different cases of opportunity management for different sales categories

The [employees] section

In the new [Employees] section, users can now manage comprehensive information about the changes in the employee’s career history within the company; create new employee onboarding plans and manage other HR activities.

bpm’online sales

The functionality package for field sales has been enhanced with a new section [Cyclic tasks]. Its goal is to simplify the visit schedule taking into account the route, average duration and the frequency of visits, and the working time of the staff.

bpm’online services

The latest release features numerous improvements to the system’s service case management capabilities: from registration to closure. For example, bpm’online can now automatically register a new contact from the incoming email, schedule case notifications, close or reopen cases based on the users’ feedback.

Mobile application

The new updated mobile app now features all dashboards available in the [Dashboards] section in the desktop version.

User settings instruments

The latest system update also allows users to set up business rules for system sections. This allows users to display or hide fields, make fields editable or locked, and filter values in lookup fields under specific conditions.

Development tools

The update package accelerates the introduction of changes to the configuration by allowing for application development in the file system without a built-in SVN client. Besides, a simple interface for installing packages on any site was implemented.

For more information on bpm’online and for consulting services, please visit BrainSell or contact us toll free at 866-356-2654

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author bio

Sonja Fridell

Sonja is very active in architecting CRM, ERP and marketing automation solutions for clients across North America. As an ex-journalist, she is adept at exploring a client’s needs and coming up with cutting edge, elegant solutions that fit, drive adoption, and create real results.

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Sonja Fridell wearing a blue blouse and a dainty necklace.

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