New Features and Enhancements in Conga Connector Summer 2024

The following new features have been introduced in the Summer 2024 release of Conga Connector.

Re-imagine Automated Collections with Conga Statements

To support the use of Conga templates to generate attachments for customer statements we have made the following changes.

Conga Solution for Statement Attachments

We have introduced a new Conga solution for attaching PDFs to customer statements and accounts in Accounting. You can extract the solution, Attach Customer Statement PDF, create a new button and add a formula field on the Account object. If you have also completed the setup required in Accounting, you can then use Conga templates to generate your customer statements. For more information see Additional Setup to Attach Customer Statement PDFs.

Note:

The customer statement attachment process uses the value of the Conga Statement Attachments Prefix field in the Collections Plus custom setting. Any value in this field is added to the attachment name. For more information see, Collections Plus Settings

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Conga Connector, see the relevant section of the Known Issues page.