Conga Release Notes contain the following information about Max Winter 2020 Release.

For more information on new features, enhancements, and document improvements refer to

  • Packages: Lists packages that are required to upgrade to this release of the product
  • System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
  • New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
  • Enhancements: Provides high-level descriptions of enhancements to existing features
  • Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
  • Known Issues: Lists known issues that are applicable in this release

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.

Packages 

The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.

Package

Latest Certified Version

Apttus Max (New) 4.0.0.505 | 4.505


System Requirements and Supported Platforms

The following table lists the communication channels and supported platforms required for communicating with Max.

ItemRequirement
Browsers

Conga Max supports the following browsers:

  • Google Chrome
  • Safari

Note: Internet Explorer is no longer supported on the Conga Platform.

Communication Channels
  • Slack
  • Embedded in Salesforce
  • Microsoft Teams
Connectivity

Salesforce

New Features

The following features are new to Conga Max: 

Event Notifications

With this release, Conga Max introduces Event Notifications for agreement updates. You will receive a notification on all your active communication channels, whenever there is a status change in your agreement.

Get Started

For more information, refer to Notification Control Center in Max Winter 2020 Administrator Guide.

Notification Triggers for All Active Communication Channels

Notifications are now triggered simultaneously on all the active communication channels. If you are logged-into Slack, Teams, or Salesforce, you will receive a notification trigger on all your active channels. 

Get Started

For more information, refer to Notification Control Center in Max Winter 2020 Administrator Guide.

Enhancements

There are no enhancements in this release. 

Resolved Issues

There are no resolved issues in this release. 


Known Issues

The following are the known issues for this release.

Conga Internal IDDescription
N/AMax shows up the typing indicator even though it is not processing anything. To continue, type your next command in the chat window.
N/AWhile processing a complex query, Max ignores the query part which it can not process.
N/A

Max has a limited ability to recognize record names (for example: Quotes, Opportunities, Accounts), if there are more than 2 words.
‚ÄčWorkaround: To increase the accuracy of Max's understanding, use quotation marks("). For example: Show me all quotes for "ABC Corp Distribution".

N/AWhen working with Quote, Max interprets Close date as the Expected End Date of the quote.
N/AYou cannot update fields with Long Text (for example: description, next step) through combined instructions.
MAX-2771Max sometimes returns an error while completing the send for proposal workflow. Max also incorrectly updates the proposal templates and changes the recipients.
MAX-4536After you update the quantity or discount of a quote and select a line item, you cannot update the value of another field. Max ignores your input and asks you for the new value of quantity or discount of the quote.
MAX-4582

While configuring card display fields using Max Admin Console, the Field(API) Name is not populated sometimes. 

Workaround: Administrators can enter the Field(API) Name manually. 

MAX-5417

Max conversation disappears after you click a link in the Salesforce1 mobile app. 

Workaround: To redisplay your conversation, ask Max to Go back or Help. 

MAX-5434When you ask Max to lookup multiple records on Teams, Max returns out of order results.