RFEs - New features & bug fix requests

Currently, users who need to generate a single print-ready document containing documents for multiple records and also save each record’s individual...

Apsona Dedupe/Match does not currently provide a direct way to preserve multiple email addresses when merging duplicate Contacts by transferring an...

Apsona Scheduler does not consistently record clear warnings, errors, or status messages when scheduled jobs are missed or fail to execute. This...

Apsona Grids automatically displays a summary row at the bottom of the grid that sums numeric and currency fields. Currently, users cannot disable...

Apsona document generation currently does not support applying if-else conditions to individual merge fields within a sublist. Customers who need to...

During document/email merge, conditional template selection currently supports only the document template. However, many document/email generation use...

I would like to be able to match one input field to multiple source fields. For example when there is one email field on the input file, I need to be...

Apsona already computes a distinct count. A lookup field's Count metric returns the correct number of unique values, but only when the step's...

Currently, embedded reports displayed through a Visualforce page can be cut off, causing action buttons to be hidden from users. This limitation...

To let a coordinator run an import or match routine, you must grant builder-tier access — which also lets them create/edit mappings and can break...

The Send Email and Snapshot buttons are always exposed on the dashboard header, with no way to keep a dashboard visible while turning these off for...

Once a chart or dashboard is shared, any non-admin can rename, edit, or trash it — including assets they don't own. Enforce creator-level...

Dashboards are org-wide today — every user sees the name and frame of every dashboard, even ones they shouldn't. MSRs already have folder...

Apsona calculated fields are currently processed client-side after report data is retrieved, so their calculated results cannot be used directly in...

User story As an Apsona Builder responsible for document generation, I want one workspace that shows a merge action together with its full dependency...

When configuring Apsona Merge Action buttons within Salesforce Flow, users currently cannot customize the button labels/names or fully control the...

In a Multi-Step Report (MSR), calculated fields can use JavaScript logic that references fields from specific steps. Currently, if a user renames a...

Currently, there is no option to turn off the email notification that gets sent to the running user when a Trigger Merge is run. It would be great to...

The addition of merge features to a Grid

We have a process where a User uses the mass update feature on a Grid multiple times in a row. This is needed in order to make sure data is properly...