Freshsales Release Notes

New Features and Enhancements

Enhancements in web forms
 

You can now customize your web form by adding your brand logo. Admins can enable permissions to other users in their Freshsales account to edit web forms.

Learn more 
 

Upgrades to linking social media profiles
 

Easily add social media links for your contact or account by entering the username or the complete URL. This ensures you link the correct social profile and maintain accurate data management.

Learn more
 

Business card scanner 

You can capture the details of a prospect in the CRM by scanning the business card from your mobile device.

Learn more
 

Freshsales API add-on
 

You can now avail a limit extension by opting for the API add-on if you exceed the API limits offered in your Freshsales plan. The add-on will be a private SKU at $250/month for API limits of 25k/hour. You can find the add-on listed as Freshsales - API Extension inside the Manage Plans page in your Freshsales account.

Learn more

Changes to the Freshworks sub-processor list

Category: Security Management

We plan to update our sub-processor list and will be adding Cloudflare, Inc to our list. 

You can find more details about these changes here. Freshworks performs an annual review of its sub-processors to ensure their compliance with the appropriate technical and organizational measures. To know more about these measures, we encourage you to read our Data Processing Addendum and Privacy Notice completely.

If you have any questions about this update, please write to support@freshworks.com.

Bug Fixes

• Customers reported issues with adding users to the CSS account. This has been fixed. 

• Customers reported issues with the OOO tag being added to the wrong conversation. This has been fixed.

• Users reported issues updating the Left Navigation bar settings due to validation errors. This has been fixed.

• Customers reported issues with accessing the phone page from the admin settings. This has been fixed. 

• The Related Deals section appeared blank when one of the fields was sorted. This has been fixed.

• Customers reported they could not reschedule custom sales activities using the "pick a date and time" option. This has been fixed.

• Users reported issues with sending bulk emails due to subscription-related errors. This has been fixed.

• Issues were reported with email conversation export within the selected time frame. This has been fixed.

• Customers reported latency issues with newly created fields reflecting in the CRM. This has been fixed. 

• Customers reported that the Website Embed code feature was missing from their accounts, and some reported chat groups missing from the admin settings. This has been fixed. 

• Customers with Freshworks CSS Subscription reported issues with sending emails via workflow where it fails with the error "Will not run (Reason: Email limit has been exceeded for workflows)". This has been fixed.

• Customers reported that the CSV import failed with the error "required fields not mapped" even though the mapping was done correctly. Some reported issues with the error file where columns appear modified. This has been fixed.

• Customers reported they could not change the lifecycle stage of contacts in the CRM as the lifecycle stage section in the contact landing page was greyed out. This has been fixed. 

• Customers reported issues with the sales sequence where the sequence triggers emails on weekends even though “exclude weekend” was enabled. Some customers also reported issues with sales sequence execution. This has been fixed.

• Customers reported issues saving contact scoring settings where the “Save” button was greyed out. This has been fixed. 

• Customers reported issues with accessing the Analytics feature from the Left Nav bar. This has been fixed. 

• The territory value was shown as null under the users list even though the value had been updated. This has been fixed. 

• Customers reported issues updating the deal stage due to a field dependency error. This has been fixed. 

• Customers reported issues with saving call log notes. This has been fixed.

• Customers reported issues accessing the “view tickets” section on the contact landing page as it showed an error: “You’re trying to access a hidden section under contact details. Talk to your admin”. This has been fixed. 

• Customers reported issues with notes not being displayed correctly, as the content was shown beyond the notes section. This has been fixed. 

• The creation of custom sales activity failed in the sandbox instance with the error “500 Internal Server Error”. Also, there were issues with editing field dependency in the sandbox instance. This has been fixed.

• Multiple customers reported issues with notes being updated when opened and closed despite no update. This has been fixed. 

• Contacts deleted by an existing user in the system were displayed as deleted users. This has been fixed. 

• Customers reported an issue with adding a document to the deal as it fails with the field mapping error. Issues with adding document types were also reported. This has been fixed. 

• Customers reported issues with updating the custom field of the product module, as the page was unresponsive while trying to save the value. This has been fixed. 

• When the emails bounced, the bounced tag was not added for conversations under recent activities. This has been fixed.

• Customers reported issues with editing the "Add deal" action in the workflow, as clicking on it showed a blank page. This has been fixed. 

• Tags did not appear in search results when added to records. This has been fixed.

• Email reminders were sent immediately when "Send later" was clicked and the scheduled time was changed. This has been fixed.

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• Customers reported an error with the lead conversion and deal creation due to a product association error. This has been fixed. (

• The sales Account field remained blank despite having a value when trying to edit a contact from the deal. This has been fixed. 

• The checkbox to select sales activities was not shown when using Hebrew. This has been fixed.

• Customers reported issues with connecting the calendar in the CRM. This has been fixed.

• Customers reported that an "invalid date" error was displayed for workflow executions only in the Safari browser. This has been fixed.

• When a contact was updated via web form, the update email was sent from the CRM, but the URL for the contact was not showing up. This has been fixed.

• Despite the lack of updates, subscription-type updates were shown twice in the activity timeline. This has been fixed.

• Dropdowns were not clickable while creating documents from the deals landing page. This has been fixed.

• Customers reported issues with data mismatch in analytics. This has been fixed. 

• Decimal was appended automatically to the text field when it was updated via workflow referencing a number field. This has been fixed. 

• Access to create reports on certain modules was disabled for the account admin role. This has been fixed.