Atlas CRM Cloud
  • Atlas CRM Cloud
  • Release notes 2025
  • Release notes 2024
  • Release notes 2023
  • Release notes 2022
    • November 21st
    • September 8th
    • June 14th
    • June 1st
    • May 19th
    • May 11th
    • March 31st
    • March 15th
    • March 9th
    • March 2nd
    • February 21st
    • February 16th
    • February 4th
    • February 2nd
    • January 22nd - Atlas CRM 2.0
    • January 13th
    • January 10th
  • Getting started
    • Checklist
    • Core concepts
    • Installation
    • Language settings
    • Pricing
  • User functionalities
    • Companies
    • Contacts
    • Sales
    • Jira issues
    • Interactions
      • Manual Interactions
      • Gmail Integration
        • Installation
        • Feature overview
        • Admin settings
      • Outlook Integration
        • Installation
        • Feature overview
        • Admin settings
      • Jira Service Management Requests
    • Custom JQL
      • Practical examples
      • Queues in Jira Service Management
      • Gadgets on dashboards
      • Custom JQL automations
    • Confluence pages
    • Export
    • User preferences
  • Gmail integration
  • Admin configuration
    • Templates
    • Import
    • Sales configuration
    • Atlas CRM data on Jira issues
    • Access and User roles
      • Granting access to Atlas CRM
      • Customising User roles
    • Automations
      • Triggers
        • Issue created
        • Issue comment added
        • Issue updated
        • Contact linked to issue
        • Company linked to issue
        • Sale linked to issue
      • Actions
        • Link company based on custom field
        • Link contact based on custom field
        • Link contact based on reporter's email
        • Link company based on reporter's email
        • Copy template fields to custom fields
        • Link a linked company
        • Link a linked contact
        • Log issue as interaction
      • Configure an automation
        • Select trigger and actions
        • Publishing your automation
        • Disabling an automation
    • User synchronization
    • JSM Connect
    • API
      • Authentication
      • Endpoints
  • Privacy / Security
    • Security policy
  • Relevant links
  • Marketplace
  • Support
  • Roadmap
  • Server / Data Center documentation
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On this page
  • September 11th - Release 23.08 - Introducing customer interactions
  • July 19th - Release 23.06 - Atlas CRM on Jira issues moved to separate panel
  • June 21st - Release 23.05 - Dark theme panel on issues
  • June 7th - Release 23.04 - Profile gadget on companies, contacts and sales
  • June 7th - Release 23.03 - Interface update
  • March 6th - Release 23.01 - Reworked onboarding and documentation
  • January 13th - Release 23.02 - UI / UX improvements

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Release notes 2023

The following updates are released for Atlas CRM in 2023.

September 11th - Release 23.08 - Introducing customer interactions

Not all work done for customers is logged in Jira issues or Confluence pages. This release allows users to create "interactions" and log them on all entity types (companies, contacts and sales). An interaction is the logging of communication between an Atlas CRM user and your customers.

Interactions can be viewed in a timeline on that entity, where the tittle, date/time and participants can be viewed.

Interactions are also added to the activity stream gadget on an entity (company, contact or sale), so interactions can be viewed from the summary page.

This release also introduces a new Atlas CRM homepage. While keeping the companies overview, it adds an activity stream at a global level to your homepage. This gives immediate insight in all activities happening by you and your colleagues within Atlas CRM.

Additional changes:

  • Smaller Jira user synchronization icon on profile gadget

  • Improved Firefox responsiveness

  • Clicking the avatar on profile gadget now allows you to change the avatar

July 19th - Release 23.06 - Atlas CRM on Jira issues moved to separate panel

Integration of Atlas CRM on Jira issues has been moved from "Issue glance module" to "Issue context module". Information from Atlas CRM is now shown on a separate panel on Jira issues. Preferences in having this panel open/closed are stored per user by Atlassian. All information from Atlas CRM can be directly accessed and edited on a Jira issue.

June 21st - Release 23.05 - Dark theme panel on issues

Atlas CRM issue panel in Jira now supports Jira dark theme.

June 7th - Release 23.04 - Profile gadget on companies, contacts and sales

The summary of a company, contact or sale now contains a gadget that shows the information of that company, contact or sale.

  • The information can be edited by users with the correct permissions.

  • The gadget can be customized by admins to show any of the fields defined in your templates. Adding or removing fields showing on the gadget are applied for all users.

  • Summary section can be reorganized and structured by admins for all users using the "edit" button.

  • Fields will be shown with an icon defined in the templates.

  • From the profile gadget comments and reminders can be added.

June 7th - Release 23.03 - Interface update

Multiple updates to the interface of Atlas CRM have been released.

  • New themes are added to enhance user experience. This allow users to have a visual distinction between working on a company, contact or sale.

  • A section has been added in user preferences to allow a choice between colored theme and classic theme.

  • Default templates for companies and contacts have been renewed for new Atlas CRM instances.

  • Fields on templates can now have icons to visualize their function.

  • Cleaned up the sales dropdown menu.

  • Changes to Atlas CRM logo.

March 6th - Release 23.01 - Reworked onboarding and documentation

This release contains a new onboarding flow for new Atlas CRM installs and administrators to better help them start with Atlas CRM.

Documentation has been extensively reviewed and edited.

January 13th - Release 23.02 - UI / UX improvements

Several improvements on the user interface and user interface have been made:

  • Control (windows) and Command (mac) click now opens target page on a new tab when opening linked items, menu items and more. This allows users to quickly open multiple companies or contacts.

  • Improved order and hierarchy in top right icons. Added a dedicated "help" section.

  • Overview of 50 or 100 contacts, companies or sales no longer resets to 20 after an action.

Last updated 9 months ago

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