New Features and Highlights 2018.1

4. Letter salutation

4. Letter salutation with full name extensions Salutation as required The logic for the generation of the salutation and address has been expanded in version 2018.1. In the previous version, additional fields (SUBSTITUTE, JOBTITLE, PROFESSION, PREDICATES, SUFFIX, GRADES) were already created for extended name generation. These are now incorporated into the design of the salutation. The logic is based on the country code of the person addressed or written to. The following sample applies to Germany: Benefits The salutation fields allow a flexible combination of address and salutation in any language. The existing logic (in the C2 layer) can be overridden by the customer himself or supplemented for other countries. Details The basic logic refers to the generation of the German salutation. It will take effect automatically if at least one of the new fields is filled. If all six title fields are empty, the existing logic is executed. If necessary, the generation of salutation and letter salutation can be overridden in the C1 or C2 layer. The generation is stored as Groovy script in the extended settings for each entity and country key: All necessary data fields are available to the script: FirstName, LastName, isLetterAddress, AcademicTitle, NameTitle, Substitutes, JobTitle, Profession, Predicates, Suffix, Grades. This data is provided to the script as a variable from the fields of the entities for contact persons and employees. The result of the script is the composite salutation. Highlights CURSOR-CRM Version 2018.1 | Author: Dariusz Marek |Date: 23.01.2018 | 4

5. Last contact points Customer monitoring made easy For business partners and contact persons, the date of the last contact can now be accessed very quickly. Whereas in the past this data had to be determined using activities at runtime, the last contact points in a separate entity are now available very easily for contact persons and business partners. An information tile will be available now to visualize this information. Until then, the last contact points can already be determined via searches and displayed in the standard masks. Image: Display of the last contacts Benefits The last contact points (last call, last visit, last letter, etc.) are stored in a separate entity. This means that this information can be determined and visualized very quickly at runtime. Details The entity Contact points (LastContact) is linked 1:1 with the business partner or the contact person and is kept up to date using the DB procedures supplied. It is not linked in the tree in the user interface, but can be read using the search function. Two C0 processes are delivered, which call the procedures for updating. The IDs are as follows: C0LastContactInitialize and C0LastContactUpdate. These processes can be started via a timer. Note: In the future, a special information tile will be available to visualize the last contact points. Highlights CURSOR-CRM Version 2018.1 | Author: Dariusz Marek |Date: 23.01.2018 | 5