What's New In 9.2 Release

This topic describes the enhancements for the 9.2 version.
  • SpeedSearch changes
    • The SpeedSearch text box in the menu bar and SpeedSearch view: See Using SpeedSearch from the Menu Bar.
      • Includes a drop-down list to select the types of records to search against.
      • Most frequently used items appear at the top of the list.
      • Supports type-ahead search against the selected record types.
      • Supports in-context search. If you are on a list or detail view that can be searched against, that record type is automatically selected for you.
    • The SpeedSearch view user interface has been updated. See Using SpeedSearch.
      • Search options have been simplified.
      • Search results displayed by record type in grids that can be sorted and columns can be added, removed, or resized.
      • Matches column lists the number of matches for each record. When hovered over, you can view a preview of the matching text.
    • Customer Journeys are a series of stages and steps to guide a user and record, for example an opportunity or contact, through a particular process. See What are customer journeys?.
      • The Customer Journey tab on the Contact, Account, opportunity, and Lead detail views to select and start a customer journey and track your progress by performing and completing steps and stages. See Customer Journey tab.
      • On the Dashboard, the Customer Journey Opportunity Kanban widget allows you to view the opportunities in each stage of a selected customer journey. See Working with a Dashboard Customer Journey Kanban widget.
  • General
    • In list views and grids the column splitter to resize columns is now easier to select.
  • Administrative changes
    • Ability to insert customer journeys and manage stages and steps. See Inserting a customer journey, Customer Journey Stages/Steps tab.
    • Ability to reassign activities with Common Tasks option in the Activities List view. See Reassigning multiple activities.
    • Ability to add or remove licenses from the Web Office Profile, Licenses tab. See Using Office Profile Licenses tab.
    • Ability to manage Ticket auto-assignments. See Office Profile Ticket Auto Assignment tab.

      The Auto Assignment option has been removed from the Service/Support tab and moved to a new Ticket Auto Assignment tab where you can also assign users to areas.

    • Ability to install .sxb bundles from the Developer Tools menu, Install Bundles menu item and view installed .sxb bundles from the Developer Tools menu, View Bundles menu item. See Viewing installed bundles, Installing Bundles.
    • Viewing Logged in Users. See Viewing Logged In User Information.
    • Job Server improvements
      • Enhanced error handling
      • BOD Load balancing
    • New Secured Actions:
      • Administration/CustomerJourney/Add - grants permission to create customer journeys.
      • Administration/CustomerJourney/Delete - grants permission to delete customer journeys.
      • Administration/CustomerJourney/Edit - grants permission to edit customer journeys.
      • Administration/CustomerJourney/View - grants permission to view Customer Journey lists and detail views.
      • Administration/CustomerJourneyInstance/Delete - grants permission to delete an instance of customer journey from the Customer Journey tab.
  • Back Office
    • Ability to specify pricing for opportunities, quotes, and sales orders of unpromoted accounts.
      • There is a new Default Customer ID field on the Add/Edit Back Office Accounting Entity dialog box to specify the ERP-based customer number for price service requests of opportunities, quotes, and sales orders of unpromoted accounts. See Editing an Accounting Entity (Back Office Extension).