Changes to Version 6.2.0.3

CRM 2016 introduced some interesting challenges, particularly in the areas of form pop-ups like the Preview screen and the many Multi-Select dialogs. Essentially after releasing 6.2.0.2 it became obvious that we had significantly more work to do to bring the behaviour of these components under control. The main challenge was and remains in the opening of these popups when CRM is being used throughthe Outlook Interface.The majority of changes deployed in 6.2.0.3 are changes related to these challenges and are therefore very much not visible to the end user unless they have experienced 6.2.0.2 on CRM 2016.

 

New Routing Functionality.

Routing functionality has been included as part of IPM for a number of years however we have been requested many times to provide a facility where similar standard contacts can be added to the "Send To" list on documents as are added to the Routing Records. Instead of adding an additional set-up area we have modified the routing settings to allow Contacts added under Routing Settings to either be added as a Routing Contact to a Document or Added as a Sent to Contact on a Document or both.

 

Using these new settings, when a document is created, all contacts flagged as either Send To or Both will be added tot he "Send To" list and contacts flagged as Routing or Both will be added as routing contacts. If a contact is added as a Send To or Both then the recipient type can also be noted at this time.