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🪙 CRM Project Creation for Access Financials
It’s now possible to create new Projects directly from the CRM. This feature is available for our Access Financials integration and can be enabled via System Settings. When creating a Quote, you have the option to select an existing Project or create a new one using the Project creation screen. This screen allows you to base new Projects on existing ones, duplicating all cost centres. Additionally, you can assign each Quote Line to a different cost centre and view them grouped by cost centre on a separate tab, including line costs in the report. These enhancements aim to improve your workflow and provide greater flexibility in Project management.
🖼️Product Images for Improved Searching
We’ve added product images to the multi-line order entry screen, making it easier for you to identify Products when creating a Quote. This enhancement reduces errors and speeds up the Quote creation process. Additionally, we’ve improved the Search Report and the Global Search to display product images, providing visual cues that make finding Products quicker and more intuitive.
📡Enhanced RFM Tracking
We’ve introduced a new feature that shows when an RFM category changes from one status to another and records these changes to a history table. This enhancement is specific to Company activity feeds and will reflect the status changes of the default Sales Ledger, thereby offering you better visibility of your customers’ trends. This information can be hidden via a system option.
✉️ Email Templates for Email Replies
We saw that you wanted to use our email Templates when replying to emails, so we've made it happen! You can now select an email Template when replying to emails within the CRM, streamlining email communication and removing manual admin for your Sales team.
🐛 Other Enhancements & Fixes
Record IDs now appear in @mention and Task emails (recommended by you here!)
Tasks (Preview) now have a Priority field to help organise which Tasks need doing first
It's now possible to map drop down fields when converting Enquiries based on the description of the item
You can now add additional arbitrary email addresses to Enquiry Web Forms so they're notified about the submission in addition to the User it's assigned to
At a Glance information and Sales Transaction lists are now available at Company Group level
Operating Company is now visible in the global search when using multiple Operating Companies
Task cancellations now appear in the Activity
Added branding data to the Microsoft Word Add-in
Fixed a crash when attempting to set a nullable drop down to null via an Excel update
Fixed a bug where all Templates appeared as usable at Enquiry level
Systems using Access Identity can now set Unlicensed Users as 'appears in drop downs'
Fixed a bug where some Apple Mac Users couldn't paste into numerical fields
Fixed a bug where the entity creation button would crash if all creation options were turned off
Fixed a bug where exported spreadsheets containing multiple 'pages' would only show the first page when converted to PDF
Fixed a UI glitch where tabbing through Dashboard tiles would change the records shown on some tiles
Removed incorrect 'add to campaign' button from some entity types where it's not valid
Fixed a bug where 'add to campaign' from a Quote Line Report (and other entities deep in the hierarchy) would crash
Fixed a glitch where editing a Report and setting a field as editable, and then clicking cancel, would retain the 'editable' value of the UI element when going back to edit it, despite not selecting it
Fixed a crash with some currency conversions due to rounding errors with Cin7 Core
Fixed a bug in the Magic Matrix Build Awareness feature where not all Contacts would be included
Fixed a bug where the Delivery Due Date field wouldn't appear as editable, even if the Quote Line option was set
The Convert button is now disabled when converting an Enquiry to prevent accidental double clicks
Removed access to the Report grouping screen when on mobile
Moved Equipment tracking to a separate group on the Quote Line slide over
Improved the way Reports establish the parent record when added to detail views
Fixed a UI glitch where the bottom of some of the Dashboard graphs were cut off
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