Release Notes

Rovo — Mria CRM Assistant

• The assistant now works across the whole CRM: Leads, Deals, Contacts, Companies and Products, their notes, tasks, meetings, linked items and custom field values. It also converts Leads, closes and clones Deals, and makes bulk changes to Leads.

• Ask in plain words and combine any filter the CRM supports — status, source, tag, owner, stage, amount, probability, dates, products, linked Jira work items, custom fields — then follow up on the answer in the same chat.

• Every change is shown in plain words first and then on Rovo's Please review card, and runs only after Confirm selected. The assistant acts with the asking user's own permissions and never deletes anything.

• See Mria CRM in Rovo and the worked examples in Rovo: Complex Requests Step by Step.

Rovo Studio — CRM tools

• Four general tools — Describe CRM operations, Read CRM data, Create CRM data and Update CRM data — cover every record type and replace the single-purpose Create lead, Search leads and Update lead tools.

• The four bulk lead tools (tags, products, status/source/owner, notes) are available to your own agents as well.

• See Rovo Studio: Build Your Own Agent.

Reports — Custom reports

• Create your own report: pick Deals, Leads, Contacts, Companies or Products and a perspective — Stage, Assignee, Product, Company country, a period and more, including your Dropdown custom fields.

• Columns from every related record, drag-to-reorder (also from the keyboard), up to 40 columns, one row per line for Products or linked work items, and filters on the related columns.

• Keep a report private, share it with users and roles — optionally letting them edit — or with all Mria CRM users. The Reports list gains an Author column.

• See Reports → Custom Reports.

Settings — Layouts

• Administrators can move, hide and collapse the blocks of every record page and reorder the fields in Details, per record type — and for Deals, per pipeline. Preview a real record before saving.

• ⚙ Configure at the foot of a record's side panel opens the layout for that record. See Layouts.

Settings — Date, time and number formats

• Choose DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD or D MMM YYYY; 12- or 24-hour time; and 1,234.56, 1 234,56 or 1.234,56 for every user in the workspace. CSV exports keep ISO-8601 dates and raw numbers.

• See General Settings.

Settings — Configurable lists

• Deal Types and Reasons for Loss (Settings → Deals), Company Size (Settings → Companies), and product Categories and Unit types (Settings → Products) can now be edited. Values in use can't be deleted.

• See Configurable Lists.

All pages — Reload after an update

• A tab left open while Mria CRM is updated now reloads itself back to the same page, instead of failing with errors until refreshed by hand. It waits for saves and unsaved typing. See Troubleshooting & FAQ.

Dashboards — Stale records fix

• The Stale records widget no longer lists Leads in a closed status (Lost or Junk).

Security

• Updated build tooling to address security advisories.

Jira Automation — Mria CRM actions

• Nine Mria CRM actions in Jira Automation: Create lead, Create deal, Create contact, Link item to record, Find record, Search records, Update lead, Update deal and Add note.

• Any flow — started by a work item event, a schedule, a manual trigger or an incoming webhook — can create, find and update CRM records, link work to them and write notes, with every result available as smart values for the steps that follow.

• Steps run as the person who connected Automation to Mria CRM and are limited by their Mria CRM role.

• See Jira Automation, with a full actions reference and worked use cases, starting with capturing Leads from web forms.

Dashboards

• The Dashboard becomes Dashboards: build your own from 21 widgets — KPIs, funnels, forecasts, loss reasons, stale records, target progress and more — arrange them on a grid and save.

• Share a dashboard with specific users, user roles or all Mria CRM users, optionally letting them edit. Every widget runs with the viewer's own permissions.

• The existing dashboard is now Sales Overview, the default for everyone. Filters are remembered per user and per dashboard.

• See Dashboards.

Company & Contact Types

• Every Company and Contact has a Type — Customer, Vendor, Supplier, Partner, Reseller, Competitor, Investor, Internal or Other — from lists administrators manage under Settings → Companies and Settings → Contacts.

• Contacts inherit their Company's type unless one is set on the Contact. Type appears in the lists, the record header, filters, bulk edit, the import wizards, reports and a new Companies by Type widget.

• Queryable from Jira: "Mria CRM Companies.Type" and "Mria CRM Contacts.Type".

• The CRM Status next to it now explains itself: hover the ⓘ to see why a record is Active, Prospect or Inactive.

• See Company & Contact Types.

Weighted amounts

• The Deals page and Sales Overview show Weighted Pipeline Value — the sum of amount × probability for open Deals — next to Pipeline Value.

• Each Deal shows its weighted amount and the probability behind it, the Pipeline Value Funnel switches between Value and Weighted value, and Deals can be filtered by weighted amount.

• See Deals.

Meetings — attendees and notes

• Record who takes part — Mria CRM users, Contacts or any email address — and keep the agenda and outcome in the meeting's own Notes.

• Attendees are recorded, not invited: Mria CRM sends nothing to them. See Activities Breakdown.

Getting started

• New users get a two-minute product overview on first open; anyone can replay it from Settings → General.

• While sample records remain, the lists say so and explain how to remove them. See Installation Guide.

• The sidebar's Help item is now Get Support, next to Documentation and Share Feedback.

Email

• When the Mria Gmail or Outlook Connector license expires, the Emails tab says that sending is paused, and queued emails show Not sent instead of Pending until the license is renewed. See Gmail Integration and Outlook Integration.

Fixes

• Companies — the Open Leads count in the list now matches the Leads on the record.

• Deals and Leads — deleting a Contact now records the unlink on the timeline of every Deal and Lead it was linked to.

• Security and dependency updates.

Reports — Linked Jira work items by Deals

• A new built-in report listing the Jira work items linked to your Deals, grouped by Deal, with each item's type, status, assignee and due date alongside the Deal's name and stage.

• The exported CSV carries the Jira work item Key plus Deal Name, Deal Stage and Deal Amount — the work item's summary, status and assignee appear on screen but not in the export. See Reports for why.

Leads & Deals — next and last activity

• Every Lead and Deal now carries a Next activity and a Last activity date, derived from its Tasks and Meetings.

• Both are available as table columns (switch them on under Customize table), as sort options on the Kanban board, and on the record's Details panel.

• The filter panel gains matching date ranges plus a No activity in the last select — 7, 14, 30 or 90 days — and a Never checkbox, for finding accounts that have gone quiet.

• See Leads and Deals.