😎 UI Updates Phase 1

This version introduces some significant visual updates to the platform bar and its menus. The aim of these updates is to make the product easier to navigate and understand by making the navigation consistent with the experience found in other products, as well as visually emphasising the most important user actions (such as searching and creating new records).

We've also improved the behaviour of this part of the product on mobile devices and added a mobile menu system that should make navigation easier on both iPhone and Android.

We'll be updating more areas of the UI in future releases, including more updates to improve the mobile user experience (on phones).

🤓 New Report UI

We’ve also added a preview for our new report group navigation which should make the process of viewing and finding Reports much easier. This includes the ability to favourite Reports, search for them, and view popular and frequently accessed Reports. For now, users will be able to switch between the traditional Report view and the new one at will.

Once you've all had time to try the new navigation, and give us any feedback on anything that's not quite right, we intend to retire the traditional UI and move all users to the new one.

🤓 Data importer feedback (Private Preview Only)

The new data importer is still in private preview. Most users won't have even seen this yet, so don't panic if you aren't sure what this refers to, but for the sake of completeness we've included this information for anyone who has been trialling the new importer:

- Added a link to view the status of past imports
- Added an automated update that relates imported records back to the original import source with a link via the record UI.
- At the end of the import, the user is now offered a spreadsheet of all the lines that couldn’t be imported to help with fixing issues
- Required columns are now highlighted with an asterisk in the template spreadsheet
- The import is now ignoring any columns and rows containing blank data or missing headers instead of erroring
- The opco is now optional if you only have one opco in the system
- Fixed some pre-upload validation errors

🐛 Other Updates & Fixes

  • CRM client now links users to their version in Beamer so that we can provide for more specific feature announcement messages that are specific to the version the user currently has.

  • Fixed Bulk Update of Opportunity Status

  • Improved CRM root file metadata for better display of the login page in Google Search results

  • Updated all CRM domains to use the *.prospect365.com domain to make whitelisting easier on customers in-house firewall/security systems

  • Created Automation Manager run Reports in web CRM to allow users to more easily see error messages from their on-premise ERP integrations (currently in private preview so not currently available to most users, but coming soon!)

  • Fixed crash when attempting to confirm a Cin7 order with too long “LineComments” field

  • Updated “Specific Month” filters to be time zone aware

  • Updated Unleashed pricing to correctly populate the discount field if a percentage discount is applied

  • Added support for custom delivery charges functions returning multiple options

  • Added support for delivery charges to be listed as TBC in Quotes if they've not been validated, or when a change to the quote causes the previously selected delivery charge to become invalidated.

  • Added system setting screen to make it easier to set colour/font/size of HTML Quote tables in email quote templates.

  • Updated sales ledger price tier to display the name of the price tier instead of the code

  • Added Sales Orders tab to Campaign and Campaign Activity

  • Updated salutation to be First Name (instead of title and last name) when using the social search feature of new record creation.

  • Various improvements to RFM calculation performance and accuracy

  • Fixed crash if an Unleashed Sales Ledger has an extremely large number of addresses

  • Fixed race condition that could cause the Overview Dashboard to appear blank when closing a record

Did this answer your question?