Version 3.9.0 (February 27, 2025)

Key Enhancements

New Report Filters

What: We’ve introduced three new custom filters in the Report Builder to enhance data segmentation and reporting accuracy:

Customer Attendees Role filter – Allows users to filter reports based on attendee roles, providing better insights into customer engagement.
Internal Attendees filter – Enables users to separate internal participation from customer-facing interactions for clearer reporting.
Account Sales Region filter – Helps users analyze data based on regional sales performance, supporting strategic decision-making.

Where: Reporting - Custom Filters

“Add From CRM” enhacements

What: We have restricted connections to only integrated CRM organizations, preventing users from encountering unknown system errors.

Where: Account, Opportunities, Contacts - Add From CRM

Enhanced Session Timeout Functionality, Security and Authorization Flow

What: Improved session timeout handling by automatically re-authorizing SSO users. Login/password users will be redirected to the authorization screen and, after successful authentication, returned to the page they were on. This ensures a seamless experience while maintaining security.

Where: Nexus Engagement HUB

Technical Enhancements

New Visit Endpoints

What: We have introduced two new Visit/Visit Details endpoints that follow standard best practices, including pagination, validation, and error handling. Additional fields have also been added. For further details, refer to the endpoints' documentation:

Where: REST API

Increased Connection Pool Size for All Services

What: Adjusted the connection pool size across all services to improve performance and ensure better handling of concurrent requests. This enhancement reduces latency and prevents connection bottlenecks.

Where: Nexus Engagement Hub Services

Optimized Connection Usage for Backend .NET Core Applications

What: Reviewed and adjusted connection usage in backend .NET Core applications to reduce resource consumption and improve system performance. This optimization enhances application stability and efficiency.

Where: Nexus Engagement Hub

Bugs Fixing

{VISIT-LOCATION} Template Parameter Not Using Off-Site Location

What: The {VISIT-LOCATION} template parameter now correctly displays the 'Offsite Location' field if available. If not, it defaults to the site name.

Where: Email variables

What: Resolved an issue where multiple modal windows would overlap incorrectly, causing visual clutter and usability issues. Now, modals stack properly with appropriate layering and visibility management. This improves the user experience by ensuring clarity and ease of interaction..

Where: Nexus Engagement HUB

Fix for "Uh Oh" Error When Sending Survey Email

What: Resolved an issue where users encountered an "Uh Oh" error when attempting to send survey emails. The fix ensures that emails are sent successfully without unexpected failures, improving reliability and user experience.

Where: Visit Details - Survey

Fix for Customer Questions Missing in Custom Filters

What: Resolved an issue where customer questions were not appearing in custom filters. Users can now properly filter reports using customer question criteria, improving data accuracy and usability.

Where: Reports - Report Details

Fix for Custom Filters Not Removable from Reports

What: Resolved an issue where users were unable to remove custom filters from reports. Now, filters can be added and removed seamlessly, ensuring greater flexibility and ease of report customization.

Where: Reports - Report Details

Fix for Approval Status Not Updating in Requestor's Dashboard

What: Resolved an issue where the approval status was not updating correctly in the requestor's dashboard view. Now, status changes are reflected in real-time, ensuring accurate and up-to-date information.

Where: My Visits (Account Manager role)

Fix for Visit Date Change Cancelling Invitations and Moving Agenda Items

What: Resolved an issue where adding a day to a visit would cancel all invitations and move all agenda items to "Proposed." Now, visit modifications retain invitations and maintain agenda item statuses correctly, ensuring a smoother scheduling process.

Where: Visit Details - Agenda tab, Invitation Manager

Prevented Duplicate Emails for Users with Multiple Roles in the Same Visit

What: Updated the email notification logic to ensure that users with multiple roles in the same visit receive only a single email instead of duplicates. This reduces unnecessary emails and improves communication efficiency.

Where: Email Service

Receiving Duplicated Emails Fix

What: Resolved an issue where email duplicates were sent. This fix ensures that users won’t receive email duplicates.