Contact Management​

🚀 Validation of E-Mail Addresses​

The validation of input fields for E-Mail addresses has been revised and standardized system-wide. During entry, the system now automatically checks whether the entered E-Mail address complies with the format of the international standard RFC 5322.

Users can therefore only save correctly formatted E-Mail addresses system-wide. Invalid or incomplete entries are detected during input and can no longer be saved.

This improves data quality and reduces issues when sending E-Mails in automated processes.

🚀 Inline Images in Incoming E-Mails Displayed Directly in Activities​

Incoming E-Mails that contain images directly in the message body (inline images) are now correctly displayed in Activities from the Activity Mailbridge or in the mail Dashlet. Users can view content such as screenshots or embedded graphics directly in the created Activity. This improves the traceability of E-Mail content and makes processing easier, as relevant information is fully and visually correctly available.

ℹ️Further informationen: PDF EN

🚀 View Projects of a Company Directly in the 360° View​

The 360° view of a Company now also displays linked projects. The view has been completed so that information no longer needs to be searched in other areas.

🚀 Company Export Including Linked Contacts Now Possible​

Users can now export Companies together with their linked Contacts. This makes it easier to provide company data including contact persons for analyses, data migrations, or further processing in other applications. Previously, only export from the Contact perspective was possible, which included the respective Company.

ℹ️Further informationen: PDF EN

Sales​

🚀 Tab "Digital Signature" Removed from Contracts​

The previously existing tab "Digital Signature" has been removed from contracts to make the contract view clearer and simplify further document processing. The function is no longer needed from a business perspective, as contracts are not created in the CRM. This resulted in a workflow related to the digital signature that had no practical use case. By removing the tab, the user guidance has been optimized at this point.

🚀 Dunning History Now Visible Directly in the Receipt​

The dunning history has been functionally and structurally optimized to make daily use easier and more intuitive.

• Users can now view dunning status information directly in the respective Receipt in the "Dunning" area. This makes all relevant information available exactly where it is needed in the processing workflow.
• The previous Context and tab "Dunning History" at Company and system level is removed.

ℹ️Further informationen: PDF EN

🚀 Notice When Creating a Receipt from Offers with Optional Items​

Users are now automatically notified via an overlay when creating a Receipt from an Offer that contains optional Offer Items. Previously, these items were transferred to the new Receipt as regular items without any notice, which could lead to misunderstandings during further processing or when checking totals.

A clear notice now appears before the Receipt is created, allowing users to directly decide whether the Receipt should be created. If the optional items should not be transferred, the overlay is closed by clicking "No", the optional items are removed, and the Receipt creation is performed again. This prevents the unintentional transfer of optional Offer Items.

ℹ️Further informationen: PDF EN

🚀 Contact Person Introduced as Required Field in Offers and Receipts​

The field "Contact Person" has been newly introduced in Offers. The field specifically references internal employees and is a required field.

• Improves assignment and accountability in Offer management
• Users can filter by their own or assigned Offers, create individual Dashlets, and manage responsibilities
• When creating a new Offer, the currently logged-in user is automatically set as the contact person

In Receipts, the "Contact Person" field has also been restricted to the selection of employees instead of any contacts.

ℹ️Further informationen: PDF EN

🚀 Price Calculation for Products with Bill of Materials Standardized​

The pricing logic has been simplified and standardized. For products with a maintained bill of materials, the price is now always automatically calculated from the bill of materials. The toggle button that allowed opting out of bill-of-materials-based pricing is no longer available, as it could result in different prices between the product definition and the Offer.

Benefits for users:

• Consistent and transparent price calculation
• No discrepancies between product price and Offer price
• Less manual maintenance effort

The adjustment ensures that prices for products with a bill of materials are calculated consistently and transparently based on the stored components.

ℹ️Further informationen: PDF EN

🚀 New Information Field for Conditions​

A new text field "Information" is now available in the conditions.

Users can centrally store relevant notes in the new field. This provides more transparency about how specific pricing agreements were established and what they are based on. The additional information addresses the pain point that it was often time-consuming or difficult to trace why certain conditions were agreed upon, as they were frequently scattered across contracts, E-Mails, or verbal agreements. This led to uncertainty, especially during handovers or when reviewing later.

ℹ️Further informationen: PDF EN

🚀 Opportunity Status Automatically Adopted from Offer Status​

Users occasionally forget to update the Opportunity status after closing the last open Offer, which is why this maintenance has been simplified. As soon as the last open Offer of an Opportunity is set to "won" or "lost", a dialog automatically appears to update the associated Opportunity. The user is asked whether the status of the linked Opportunity should also be set to "won".

Benefits for users:

• Less manual maintenance effort
• Synchronized status between Offers and Opportunities
• Improved transparency over actual sales progress
• Reduction of forgotten or incorrect status updates

ℹ️Further informationen: PDF EN

🚀 New Filter "Duration in Days" for Opportunity​

The new filter "Duration in Days" is now available in the Opportunity FilterView. Previously, it was only possible to filter by the start or target date of an Opportunity. With the new filter, a specific time period between the start and target date can be filtered, for example for a duration of 150 days.

The duration of an Opportunity is an important metric for users to better evaluate and prioritize sales processes.

Selecting "Duration in Days equals empty" displays all Opportunities that have no start and target date stored.

🚀 Persons Instead of Companies in the Buying and Selling Center​

In the Buying and Selling Center, users can now only store Contacts, instead of also being able to store a Company without a Contact as before. This makes it clearer which persons are involved in an Opportunity, who influences decisions, and with whom active communication is required.

🚀 New Views in the Buying and Selling Center​

Two new display modes are now available in the Buying and Selling Center:

• The new tiles view provides a compact and visually supported overview of all relevant stakeholders. In addition to profile pictures, names, roles, additional information (for example, Buying Center or internal Project Team) and contact details are displayed. This allows users to identify conversation partners more quickly and prepare more specifically for appointments.
• Additionally, the new treetable view provides more structure by allowing Contacts to be grouped by Company. Especially for more complex Opportunities, it remains clear at all times which Contacts belong to which organization.

The new views create more transparency, facilitate conversation management, and support professional preparation and execution of appointments.

ℹ️Further informationen: PDF EN

🪲 Display and Linking of Offers in Opportunities Corrected​

The separation of the "Offer" and "Opportunity" modules in Release 2026.4.0 led to a bug: linked Offers were no longer displayed in the Forecast of an Opportunity. Additionally, Offers from Companies could be linked to Opportunities of other Companies, which could lead to incorrect assignments.

The behavior has been corrected and the original functionality restored:

• Linked Offers are now correctly displayed in the associated Opportunity again.
• When creating an Offer, only Opportunities of the same Company can be selected.

Marketing​

🚀 Pre-Filled Values in the Questionnaire Now Possible​

Fields in the questionnaire can now be pre-filled with a default value.

This means that users no longer need to manually enter frequently used language selections with each new entry. Especially in situations with many consecutive Contacts, such as at trade fairs or events, data entry becomes significantly faster and more convenient.

Pre-filling is possible for the following values:

• Keyword
• Language
• Country
• Attribute

🪲 Correct Preview URL for Surveys​

The preview function for surveys now reliably opens the questionnaire via the stored URL. Where required, the ContactId of the respective user is automatically taken into account, e.g. for non-anonymous surveys.

🪲 Transfer of Mobile Numbers During Business Card Scan Corrected​

The processing of phone numbers when using the business card scan in forms has been improved. Mobile phone numbers are now correctly recognized and transferred to the designated fields.

Previously, an issue occurred when a business card contained both a phone number and a mobile phone number. In these cases, the mobile number was not reliably transferred.

Additionally, the default logic has been optimized: if a user saves both a phone number and a mobile number, the mobile number is automatically set as the default.

AI​

🚀 Optimized AI-Assisted E-Mail Generation​

The AI-assisted E-Mail generation has been optimized: in some cases, no suitable response could be created, or the generated E-Mail was output in a different language despite the selected language, e.g. in English instead of German. The desired text length was also not always fully taken into account.

By revising the underlying prompt, the E-Mail generation now works significantly more reliably:

• The selected language is correctly applied to generated content
• The content and linguistic quality of the AI output has been further optimized
• Additional information such as relevant Activities and context data are more strongly incorporated into the generation to provide even more precise and professionally appropriate results

🚀 Optimized AI-Assisted Opportunity Evaluation​

The BANT evaluation has been further optimized in the "Authority" area to make the assessment of decision-making structures more transparent and improved.

Previously, the "Authority" criterion could be evaluated as fulfilled even when no external persons were present in the Buying and Selling Center. The evaluation logic has therefore been adjusted: if no external participants are present, "Authority" is now correctly evaluated as not fulfilled. Additionally, the distinction between internal and external persons is now made based on their respective Company assignment.

The "Further Information" field is now also included in the evaluation. This allows additional context information to be better taken into account, leading to a more well-founded assessment. Additionally, the language issue has been fixed; the evaluation now reliably occurs in the respectively selected language.

Demo Data​

🚀 Images in Bulk Mails and Mosaico Templates Loaded System-Dependently​

The provision of images in bulk mails and Mosaico templates has been improved for the creation of demo systems and demo data.

Previously, images contained in demo data always referenced a fixed Mosaico instance, regardless of which system the demo data was used on. If this central system was temporarily unavailable, images in bulk mails and Mosaico templates could no longer be displayed. Additionally, the same fixed Mosaico environment always had to be used when creating demo data.

With the adjustment, images are now loaded directly from the respective Mosaico instance of the current system. This makes content more reliably available and presentations can be conducted without dependency on an external system. Additionally, the creation and maintenance of demo data is simplified, as a fixed Mosaico environment is no longer required.

Technical Changes and Developer Information​

🚀 More Stable Microsoft Graph Contact Synchronization Through Optimized Filter Processing​

Previously, the same filter could be added multiple times via the action "Add to Synchronizations". The user interface displayed a successful status change, but in the background, entries were stored multiple times, which could block the entire contact synchronization with Microsoft Graph.

With the optimization, existing filters are now reliably checked and not added to synchronization multiple times. This makes synchronization significantly more stable and prevents the risk of contact synchronization failure for customers.

ℹ️ Guide for Configuring E-Mail Mailboxes​

A guide has been provided for developers explaining how to set up the following E-Mail functionalities in a system:

1. Mailbox for Marketing → E-Mail sending, Bounce Mailbridge
2. Mailbox for Service → the Service Mailbridge and Service E-Mail sending
3. Mailbox for Contact Management → Mailbridge for Activities

ℹ️ Update of the 360-Degree Documentation​

An updated document is available for developers for customizations in the 360° view.

🔧 ESLint Warnings Resolved​

As part of further quality assurance, ESLint warnings in the Product, Expense-Report, and Classification modules have been resolved. Affected functions were refactored and optimized with regard to their "Cognitive Complexity". The adjustments improved code quality and increased the maintainability and readability of the affected modules.

🔧 Transpile V2 Warnings Resolved​

In the course of the transition to Transpile V2, existing warnings in the data models were analyzed and resolved. References to no longer existing data models were removed or corrected to current ones. The adjustments improve code quality and reduce technical warnings in the build and transpile process.

Update Manual 2026.4.1​

Contact Management​

🚀 Contact Synchronization via the Microsoft Graph API​

As part of the phased retirement of Microsoft Exchange Web Services (EWS), contact synchronization will be provided via the Microsoft Graph API in the future. This ensures that ADITO contacts are reliably synchronized from ADITO to Exchange.

• For users, the basic functionality in the client remains unchanged (compared to the connection via EWS); the transition occurs seamlessly in the background.
• In the event of throttling via the Microsoft Graph API, a multi-step process ensures that the interface is protected from unnecessary queries.
• Should any issues or throttling occur during contact synchronization, the administrator will be notified via the new “Contact Sync Log” dashlet.

ℹ️Further informationen: PDF EN

🚀 Reliable Display of Images in Sent Emails​

Images in emails are now displayed correctly externally as well. Previously, for emails created directly in ADITO, as well as for bulk and service emails sent from the HTML editor, images were stored only as binary files in the ADITO database and could not be accessed externally. Now, inserted images are automatically embedded as inline images.

• This ensures that images are displayed correctly in sent or downloaded emails.
• Images from previous messages are also reliably displayed in reply emails.

Sales​

🚀 Standardized Interface for Sales Data​

Do you handle your invoicing processes in an ERP system but still want to view your sales data in xRM?
No problem—we now include web services as standard, allowing you to easily transfer your sales data from third-party systems into xRM. This means that after import, the sales data is immediately available for analysis in the sales forecast and for key metrics (such as a company’s current or prior-year sales).

Technical changes:

Three new entity web services

• Order_webservice for managing documents
• Organisation_get_id_by_name_webservice for determining the organization ID based on the name
• Product_get_id_by_name_webservice for determining the product ID based on the name

New Configuration Preference: Receipt.editViaWebserviceOnly controls whether receipts can be managed exclusively via the web service or continue to be managed via the client.

ℹ️Further informationen: PDF EN

🚀 ZUGFeRD: Buyer Reference Field for Automatic Assignment by the Recipient​

When creating a ZUGFeRD invoice, the user can enter an additional unique identifier specified by the invoice recipient in the Buyer Reference field, which is used for the internal automatic assignment and processing of the invoice. This could be, for example, a cost center or a project number.

ℹ️Further informationen: PDF EN

🚀 Be better prepared for every meeting—thanks to centralized contact information​

In complex opportunities, it’s crucial to have the right information about the people involved readily available. Roles may change depending on the project, but important personal details must not be lost in the process.

Users can now enter additional information about each person in the buying and selling center of an opportunity in a text field. This allows sales strategy notes to be documented directly within the opportunity, e.g.:

• Preferred key selling points
• Specific decision-making requirements
• Relevant personal or organizational background

The text field provides space for notes or more detailed comments and ensures that all stakeholders have access to the same information at all times.

This provides greater transparency, enabling better person-specific meeting preparation and increasing the likelihood of closing the deal.

ℹ️Further informationen: PDF EN

🚀 Clarity on Account Managers – Simple and Clear Filters​

To provide greater clarity on which filters to select for what purpose regarding account managers in Company, Contact, and Opportunity, these filters have been simplified and streamlined:

• Users now have access only to the central filter set “Account Manager: …”, which includes the following filters:

• The “My Assigned Companies” dashlet has been renamed to “My Companies,” and the “Assignor: Status” filter has been set to “Active.” As a result, the dashlet now displays only those companies for which the user is listed as an active assignor. This ensures greater transparency and more relevant results.
• The “Assignor” and “Assignor Assignment” filters have been removed.

ℹ️Further informationen: PDF EN

Service​

🚀 Multiple service tickets per requester are now possible​

Previously, the standard logic of the Service Mailbridge prevented a sender from creating multiple service tickets at the same time. As soon as a ticket already existed for a sender, all subsequent emails from that sender were automatically assigned to that existing ticket.
In practice, this restriction led to several problems:

• Different issues raised by a single sender were mixed together in a single ticket.
• It was not possible to process different topics in parallel.
• Service staff could not recognize that multiple requests were pending.
• In customer projects, the standard code had to be modified to bypass this logic.
• Senders did not receive a confirmation email when they sent a new request without a ticket number.

The new version includes improvements to the Service Mailbridge logic:

• When senders send an email to a service mailbox and that email cannot be assigned to an existing ticket, a new service ticket is automatically created. Assignment continues to work as before, using the ticket number in the email subject line.
• In addition, an enhanced detection logic ensures that potential email loops—such as those caused by automatic system emails—are reliably prevented. Header fields such as Auto-Submitted, Precedence, X-ADITO-TicketID, or IN-Reply-To are checked and automatically filtered.

ℹ️Further informationen: PDF EN und PDF EN

🚀 Transparent Notification in Case of Undeliverable Email​

If an email is sent to the requester when a service ticket is created and it bounces back as undeliverable, the ticket is automatically reopened. In this case, the assigned service representative receives a notification that the email delivery failed. This allows for a prompt response and ensures a customer-focused resolution:

• Resending the email
• Contacting the customer by phone
• Correcting the stored contact information ℹ️Further informationen: PDF EN und PDF EN

🚀 Personalized, automated reply emails​

Previously, requesters could not be addressed personally in general reply emails. By using placeholders, it is now possible to address them personally. If a contact is not recorded in the system, a general reply will still be used.

With these improvements, the new version provides greater clarity in the ticketing process, increased transparency for service staff, and a significantly enhanced customer experience.

ℹ️Further informationen: PDF EN

AI​

🚀 Incoming email? AI finds the right ticket template​

When an email arrives, an AI feature now determines which service ticket template is the most appropriate. Previously, service ticket templates were selected based on predefined search terms when an email was received. Maintaining this logic within the inbox filter groups was very time-consuming and only allowed for a simple mapping between search terms and templates. If multiple search terms matched, the first match was used, which often led to the selection of the wrong template. Service ticket templates have been enhanced with the following features:

• Exclude from AI: A toggle button controls whether the respective template should be considered by the AI.
• AI description: The AI description field explains when and for what purpose the template is suitable.

When an email is received, the new AI feature automatically analyzes the subject line, the message body, and even the contents of attachments such as PDF, TXT, ODT, and DOCX files. It then compares this information with the titles and AI descriptions of the activated service ticket templates to determine the most appropriate template. Based on this, the service ticket is created automatically. The created ticket can be manually reviewed and edited as usual. As part of this process, the inbox filter groups were intentionally set to End of Life (EOL). This also eliminates the “Properties Filter” feature almost entirely. Almost, because properties can still be stored within service ticket templates.

ℹ️Further informationen: PDF EN

🚀 AI supports the structured qualification of opportunities​

Opportunities often contain a wide range of information, such as activities, descriptions, buying center data, forecasts, and much more. With AI-powered opportunity evaluation based on BANT criteria (Budget, Authority, Need, Timing), sales users are supported in qualifying opportunities in a structured manner and developing them in a targeted way.
From an opportunity, an AI-based BANT evaluation can be generated using the “Qualify by BANT (AI)” action and saved as an activity.

The AI evaluates each BANT criterion based on the data available in the opportunity, including activities, the opportunity description, buying and selling centers, the “Product Group” field in the stored forecasts, and the start and end dates.

For each BANT criterion, the AI provides:

• A specific assessment of the degree of fulfillment
• A reference to the underlying information (e.g., activities or description texts)
• Specific recommendations for action

Example: Authority. The AI compares documented touchpoints from activities with the information stored in the buying and selling centers. If key roles are missing or responsibilities are unclear, the user receives specific guidance on how to supplement or adjust the information, as well as suggestions for questions to ask in the next conversation.

Added Value in Sales:

• Faster assessment of opportunity maturity
• Clear guidance on next steps
• Structured qualification using the proven BANT method
• Reduced analysis effort
• More accurate forecasts

ℹ️Further informationen: PDF EN

🚀 Summarize ticket entries in a flash with AI​

The AI “Summarize” feature was first introduced for activities in the xRM 2025.9.0 release. This feature is now also available for project tickets. Users can automatically summarize multiple posts in a project ticket and then further edit the result in the editor. This provides a concise overview of the current ticket status in just a few seconds.

Up to 50 ticket posts can be included at once. This allows you to quickly get an overview even for extensive tickets or tickets requiring extensive discussion, without having to manually go through individual posts.

• The time period covered by the summarized posts is displayed
• The summary can be further edited using the editor's AI tools and saved as a new post

ℹ️Further informationen: PDF EN

🚀Create performance reports via email in no time with AI​

Automated email content generation is now also available for sending performance reports. Using the “Content Request” field, users can generate a suitable email by entering just a few keywords. This simplifies and speeds up the process of creating text when sending performance reports.

ℹ️Further informationen: PDF EN

🚀 Improved prompt quality for more reliable results​

The underlying prompts used for generating emails and summarizing activities have been revised, enabling users to benefit from more reliable results. In particular, the linguistic quality of email generation has been significantly improved and is now more consistent and context-aware.

ℹ️ AI for Everyone: The INTERNAL_AI Role Is No Longer Required​

ADITO has decided that AI features can now be used and deployed without an additional license. As a result, the dedicated INTERNAL_AI role is no longer required and has been removed from the xRM codebase.

Minor changes across all areas​

🚀 Mailto Functionality for Mobile Clients​

On smartphones and tablets, users can now tap an email address to automatically open the email app installed on their device, with the selected recipient already pre-filled. This significantly improves usability, as users can start communicating more quickly and intuitively without any additional steps.

ℹ️Further informationen: PDF EN

🚀 Better Overview with Public Tags​

Public tags are now enabled by default. This allows users to easily add #tags (e.g., #TopCustomer) to any records—such as companies, contacts, opportunities, service tickets, or knowledge articles—to clearly categorize them and quickly find them again using the index search. All public tags used are available to all users system-wide.

ℹ️Further informationen: PDF EN

🚀 Goodbye, “cell phone (Handy)”​

The outdated term “cell phone (Handy)” has been replaced with “mobile” in the contact information of German systems. This ensures that the wording is up-to-date and easy to understand.

🚀 Correct Display of Placeholders​

The handling of placeholders in emails, letters, and other document templates has been improved: Placeholders are now case-insensitive. This means it no longer matters to the user whether placeholders are written in uppercase or lowercase. Formats such as {@contactid} or {@contactId} are treated identically; the corresponding data record is inserted correctly in both cases.

• Fewer sources of error
• Greater flexibility when entering data
• Correct display of content

Technical changes​

🔧 Improved Performance with Large Data Sets in the Company Context​

To ensure that xRM continues to perform well even with very large datasets (e.g., >100,000 companies), targeted optimizations have been implemented at the database and application levels in the Company Context.

• Database queries when using the context have been optimized so that significantly fewer and faster queries are executed.
• At the application level, property filters were previously recalculated repeatedly when the filter view was called, which was unnecessary since the values do not change during operation. Caching is now used here, and the values are calculated only once to reduce loading time.

Performance tests were conducted with large data sets, and the load time was reduced from approximately 12,700 milliseconds to approximately 8,500 milliseconds, resulting in a time savings of about one-third.

🔧 ESLint-compliant codebase​

As part of our quality assurance process, our goal is to deliver modules that are ESLint-compliant. We have already completed the necessary refactoring for approximately 75% of the modules in xRM.
ESLint is a tool for automated testing of JavaScript code and offers the following benefits:

• Error prevention & operational reliability: Detects potential errors, messy structures, and inconsistent coding styles early on, before problems arise during operation.
• Improved readability & consistency: Ensures a uniform, clearly structured codebase and reduces technical errors and warning messages.
• Higher software quality: Increases the stability and maintainability of the project by reducing complexity in relevant areas.
• Easy extensibility: Facilitates the expansion and scaling of the project in the long term.

🔧 Modularization​

New Override Option for Libraries

Utility version 4.1.0 introduces a new library that allows you to selectively override individual functions from third-party module libraries. This enables more flexible and modular customizations without having to modify the original code directly.

ℹ️Further informationen: New in Utility Module - Targeted Library Overrides | ADITO platform

Creating Quotes Without Opportunities

If a customer does not want to use opportunities to support their sales process but still wants to generate quotes via xRM, this is now possible. The Quote module can now be used as a standalone module in a project without the “Opportunity” module being present.

Update Manual 2026.4.0​

Technical changes​

🔧 Functional linking (already included in 2025.9.1-Hotfix.2)​

In Platform version 2025.1.4.1, there was a change to the ‘linkedContext’ behavior: The value of the entityField containing the linked context must now be an ID in order to display correct links to other contexts in the client. Previously, it was possible to pass this ID via the targetContextIdField as well; therefore, all locations in xRM that were structured this way had to be adjusted. This is evident in the application, for example, in the “360 Degrees” tab for links to other contexts.

In xRM, the “get360Data” function in “360degree_lib” has been modified so that title.value contains the UID and title.displayValue contains #CONTENTTITLE.

ℹ️Further informationen: Update Guides

🔧 Valid Date Values​

As of Platform version 2025.2.0, using the datetime.toDate() method without specifying a pattern has been deprecated.

Therefore, this has been added to all locations in xRM where the method was previously used without specifying a pattern.

ℹ️Further informationen: Update Guides

Features​

🚀 Simplified Entry of Required Properties​

When creating or editing a data record, all fields for required properties are now automatically included in the input form, allowing the user to set them directly. This functionality has been extended to all relevant contexts (that use these properties).

Benefits for the user

• Eliminates cumbersome click sequences
• No error messages due to missing required properties when saving
• Faster and smoother workflow when maintaining records

AI​

🚀 Stabilization of AI Features in the HTML Editor​

Starting with ADITO Platform 2025.1.3, AI features in the HTML editor can be configured on a per-instance basis. The final adjustments have now been implemented to make these configurations usable and extensible within projects. To this end, a dedicated library has been made available that allows the Customizer to customize the standard AI commands.

ℹ️ Further information: CKEditor AI Integration

Bulk mail​

🚀 Improved handling of “empty” URL placeholders​

When generating individual emails in a mail merge, the system now checks whether the URL placeholders are filled or empty. If they are empty, the text is not formatted as a link; instead, the link text specified in Mosaico is used to ensure correct display.

Benefits for the user

• Avoids “empty links” in emails
• Correct display in Microsoft Outlook and other email clients

Update Manual 2025.9.1​

Privacy Policy​

🚀 Extension of the Deletion Concept​

• It is now possible to define context-dependent contexts for each context, whose data should also be removed during deletion
• The user is notified of these dependent contexts when creating a deletion flag and when setting a manual deletion flag
• Configuration is handled via a dedicated library that contains the dependencies of the contexts as a tree structure

🚀 Optimization of the “Data Protection Administration” Context​

• Renamed the “Data Protection Administration” context (previously “GDPR Configuration”) to make it more understandable for international users.
• Splitting the view into two tabs:
  • for managing “deletion flags” and general settings (e.g., deletion delay in days)
  • for managing “data protection-related properties” for the contact. This ensures that the note regarding the documentation requirement is also displayed when maintaining these properties.

ℹ️Further information: PDF EN

🚀 Refactoring of Price Calculation in Invoices and Quotes​

In the past, recurring challenges arose during price calculation. To increase transparency and reliability, we have comprehensively refactored and optimized the logic.

• Separate database fields for local currency and foreign currency
• Saving intermediate results directly to the database
• Revised total calculation for documents and quotes

Goals of the Refactoring​

• Easier code maintainability
• Improved performance through cached calculations
• Avoidance of rounding errors
• Consistent calculation in table views and reports
• Reduction of technical debt through simplified code structure

🚀 New Context Mosaico Design Templates​

With the Mosaico design templates, you can customize content in HTML format. Using the customizer, you can create new blocks and edit the content or design of existing blocks—ideal for creating email campaigns and landing pages for marketing purposes.

ℹ️ To do this, you'll need to update to the latest version of Mosaico: A comprehensive guide is available to help you get started right away.

🚀 New Features and Improved User Guidance in Context Mass Email​

To make it easier than before to choose how you want to create the content of a mass email, you can now select your preferred method when creating a new email, and only the necessary fields will be displayed: either via the Mosaico Editor, the ADITO HTML Editor, or by uploading an HTML file.

When using the Mosaico Editor, you can

• Select Mosaico content templates that can be edited directly from the mass email (logging in to Mosaico is no longer necessary due to SSO).
• Individual elements of the content can be targeted based on specific interests, so that this content is only displayed to recipients who have subscribed to those interests.
• The Mosaico Editor gallery now features an “Archive” section where outdated images can be moved to keep the gallery organized.

Attachments can be easily added and managed directly within the bulk email. The email header can be customized according to CSA criteria. To add recipients to the bulk email, you can now select recipients from saved filters.

ℹ️Further information: PDF EN

AI​

🚀 AI Modules​

A proprietary suite of AI modules designed for quick and easy customization, serving as the foundation for future expansion of AI functionalities in xRM and customer projects.

• It is possible to integrate multiple LLMs and target them specifically—“the right LLM for the right job”
• New “INTERNAL_AI” role to grant users access to AI functionalities
  • Note: A separate license is required to use the AI functionalities!
  • If AI authorization is available, AI functions are active in CKEditor
  • Demo data: Users Tim Admin and Max Mustermann have this role by default

🚀 AI-Powered Email Composition​

Save time when drafting emails to your customers. Whether you’re reaching out to contacts, communicating with your company, or sending out quotes, you can create personalized emails for your customers and prospects in no time. Enter keywords for the desired content and select the tone, length, and style of the email. Whether formal or informal, interested, enthusiastic, understanding, or confident—the AI assistant generates a suggestion in seconds that fits your situation.

• Available in Contacts, Company, and when sending quotes
• Users can choose to create emails using a document template or via a prompt
• Optionally, an existing activity can be specified to which the email should refer
• The generated email content can be further edited using the editor's AI tools

ℹ️Further information: PDF EN Chapter "Writing e-mails with AI"

🚀 AI-Powered Activity Summary​

Over time, a wide variety of activities accumulate in a frequently used CRM system. Manually filtering out the relevant information from these takes valuable time. The new “Summarize” feature provides a solution: The AI assistant analyzes the activity records and automatically generates a summary. This gives you a concise overview of the current status in seconds—clear, fast, and efficient.

• Allows you to summarize up to 50 activities across all activity contexts
• The time span of the summarized activities and their category are displayed
• The summary can be further edited using the editor's AI tools and saved as an activity

ℹ️Further information: PDF EN - Chapter "Activities"

Minor changes across all areas​

🚀 Importing and Exporting VCards​

VCards (VCF) can be created for contacts. The VCF file can either be downloaded directly or sent as an email attachment. VCF files can also be uploaded via the import feature in Quick Entry to add contacts. In both cases, VCF 3.0 is used and supported.

ℹ️Further information: PDF EN - Chapter "vCard Export/Import"

🚀 Optimizing Email Import​

Header information is now consistently displayed in the description field of the activity and is recorded based on the language. This applies to emails that were imported into the system via the Mailbridge, the Import Dashlet, or the Outlook add-in, as well as those imported via the Service Mailbridge. If emails without a subject are imported via the Import Dashlet, “No Subject” is recorded in the activity's subject field.

ℹ️Further information: PDF EN - Chapter "Automatic creation of activities: E-Mails"

🚀 Use of forms of address​

When using salutations, the “Grouping” function is now available in the administration context to sort by language, salutation, gender, or title. To define elsewhere in the system whether the title and salutation should be displayed for editors, managers, etc., the ContactTitelRenderer class is used. By default, the salutation and title are hidden.

ℹ️Further information: PDF EN

🚀 Linked dates now visible in the opportunity​

Previously, linked dates were only displayed in the calendar, not directly in the linked Opportunity. To ensure complete transparency and efficient project management, all relevant dates linked to an Opportunity are now visible directly there. This significantly reduces communication effort and greatly simplifies the planning and tracking of dates.

🚀 Field for SharePoint Link in Company, Opportunity, and Project​

It is now possible to enter the URL of a SharePoint folder in a field within the “Company,” “Opportunity,” and “Project” context records. When saved, the URL is validated to ensure it is a valid SharePoint link. Clicking the link, which is now displayed in the preview view, opens a new browser tab.

🚀 The “Opportunity” field is no longer required in documents​

This change was necessary because not all documents are linked to an opportunity. Additionally, invoices for customer projects are often created in the ERP system, while sales data is also required in the CRM. If, when importing an invoice from the ERP system, it is not known which opportunity the invoice should be assigned to, it can be entered into the system without an opportunity.

🚀 “Valid Until” Field in Quotes​

The “Valid Until” field is a standard feature in the sales process for tracking and validating quotes, and is now also available in the “Quote” context. It not only provides transparency for the customer but is also of great importance for internal management processes (e.g., for follow-up actions). In product demos, it is essential to be able to present realistic and practical scenarios.

🚀 Set a custom display name for the sender's email address​

Users of the bulk email feature can now add a custom display name to their available sender addresses. This allows for even greater personalization of emails. Even ad-hoc mailings can be sent from an email address such as sales@adito.de and will then display the desired custom name.

🚀 Events: Removal of the Agenda Tab​

In the “Event” context, the “Agenda” tab has been removed. It is now only available in individual event entries, allowing you to set specific dates and times for each event entry in the agenda.

Sample data​

🚀 User for Outlook Add-In​

The user “Tim Admin” is now (as the only demo data user so far) assigned the “Outlook Add-In” role, which grants permission to use the Outlook Add-In.

ℹ️Further information: Installing and Using the Outlook Add-in

🚀 Newsletter Subscription and Unsubscription​

Newsletter sign-up and unsubscribe functionality can now be presented out-of-the-box. The sign-up form, email templates, and corresponding workflows are generally* available and work together (*not customized for customers). The unsubscribe link is also included in the email footer as an example and triggers a workflow that sets the marketing preferences for the contact.

After creating a demo system, a mail server can be configured for email delivery.

• Demonstrate newsletter sign-up with mail server configuration for email delivery

  • Open the link to the newsletter sign-up form and click the “Submit” button
  • The contact is displayed in the “Marketing Webservice Leads” dashlet and can be opened. => Marketing settings for the contact have been set according to the workflow.
  • A DOI email with a confirmation link for the newsletter subscription is sent; it can be opened and the confirmation link clicked.

• Display the newsletter sign-up form without requiring mail server configuration for email delivery

  • Open the link to the newsletter sign-up form and complete the sign-up process
  • The contact is displayed in the “Marketing Webservice Leads” dashlet and can be opened. => Advertising settings for the contact have been configured according to the workflow.
  • A DOI email containing the newsletter subscription confirmation link is sent and can be opened via the 360-degree tab in the contact. In the bulk email under the “Mail Logs” tab, the email can be opened and the confirmation link clicked using the “Open Web View” action.

🚀 Events​

The “Event” and “Event Dates” contexts now include sample data so that they can be presented effectively without requiring extensive preparation.

🚀 Quote Approval Workflow​

The demo data includes the Quote Approval Workflow, which is perfect for demonstration purposes. A bug has been fixed in this workflow, and it is now fully documented—so it’s ready to go!

ℹ️Further information: PDF EN

Technical changes​

🚀 Admin User​

Until now, the Admin User was created in both QA and production systems exclusively as a user without an associated contact or company record. This resulted in error messages during system login or in user-related contexts (e.g., tasks). To resolve this issue, a contact person named Tim Admin is now created for this user in both production and QA systems.

🚀 Links on the Document​

In the “Document” module, the “PossibleConnectionTypes” parameter was hard-coded to the SalesProject, making it difficult to extend. The goal was to store all links on the document in a uniform manner. Result: Linked contexts are now stored only via OrderLink (and no longer directly to Order).

🚀 Better and More Reliable Bounce Detection​

Bounce detection was not always equally reliable across different customer environments. This has been optimized to ensure the best possible detection. To achieve this,

• recipient detection was expanded to include “Final Recipient,”
• email address and error code searches were extended to attachments of the type message/delivery-status, and
• email filters in the format “Status: x.x.x” were updated.

Update Manual 2025.9.0​