💡 Got a new idea, feature, or enhancement suggestion for us? Head to the Feedback Portal to log it or vote on an existing idea!
Did you know...we've delivered almost 500 of your ideas, logged and voted on via the Feedback Portal? With several more in Preview and some of the most highly voted ideas currently planned or in development, we'll soon be delivering even more of your best ideas and contributions!
As 2024 draws to a close, why not take a minute to check out our 2024 Recap which celebrates the fantastic improvements that have made to Prospect CRM this year.
In this release, we’re dedicating our efforts to essential technical enhancements and behind-the-scenes optimisations to ensure better performance, stability, and overall reliability of our product. While there are no major feature updates this time, these changes are paving the way for a seamless user experience. Stay tuned as we continue to build on this progress and prepare for exciting future updates!
To give you some insight into what our team are working on during this period of technical enhancements and behind-the-scenes optimisations, we've detailed key bits below:
Telemetry Enhancements
We've added support for better understanding how you're using the CRM. This means we can now identify the most in-demand features and focus on improving them in our upcoming roadmap, ensuring you get the best experience possible.
Improved CRM Start-up Time
We've optimised the CRM's start-up time, so you can dive into your work faster without waiting around.
Internal Automated Testing Process
Our internal testing policies have been improved to catch more bugs before they reach you, resulting in a smoother, more reliable experience with fewer interruptions.
Refactored UI Components
We've reviewed and improved some of our older UI elements to make them more responsive and user-friendly.
Webhook Process Updates
Our internal process for creating webhooks has been updated to be more efficient. This will allow us to roll out updates to our webhooks more quickly, enhancing their capabilities.
Security Updates
We've made various security updates to ensure your data remains safe and secure. We're committed to being proactive about protecting your information.
US Data Center Improvements
We're investigating moving additional services and APIs to data centers in the US. This will enhance the speed and performance of the CRM for our users based in the US.
Word Document and Email Quote Customisation
We're investigating ways to make customising Word and Email Quote Tables easier for you.
Please note: the above improvements might not be all be released in this version, as the team are spreading the work out over multiple versions. If you wanted to learn more about a specific item, please contact our Support team here.
🐛 Other Fixes & Enhancements
The Tasks list now shows “oldest” due dates first.
Fixed a bug in the CMS where mandatory delivery fields would prevent collection if phone number was mandatory.
Fixed typo in Project Creation settings (Access Financials).
Fixed a bug where changing the currency on a Quote would reset the selected Price Tier.
Phone number fields will now appear as read-only if they're customised in for scenarios where the Parent entity doesn't exist.
Fixed a bug with Home Currency totals using a different formula for Cin7 Omni.
Fixed a bug where exporting a Report to Excel from a Product search would fail if no search term was specified.
Fixed “type to search” prompts appearing in the wrong sequence for some drop-downs.
Fixed BOM decimal places not displaying in CRM.
Fixed some UI glitches with loading spinners on modal dialogs.
Fixed a bug where Companies could be created with GUID or other internal keys as their names in situations where a placeholder Sales Ledger had been created.
Mandatory tasks are no longer required if a record is deleted.
Fixed a bug where clicking directly on the checkbox in the Klaviyo settings would fail to cause the data to update.
Fixed a bug where things would say “As Word document” during the attachment screen even if they were not going to be attached as a Word document.
Fixed a crash when the Access Financials import encountered a currency with a null description.
Removed some unnecessary content dividers from the Business Contact creation window.
Fixed a bug where some restricted fields could appear in Reports if the Report loaded before the user data was retrieved.
Fixed a bug where a Currency drop-down would incorrectly appear in the B2C Contact creation window.
Fixed a bug where attaching files with special characters to emails would cause them to appear twice on the attachments list.
Fixed a bug where some incorrect points would be drawn in the future pipeline chart.
Fixed a bug where last updated/created by data could be updated via the API.
🖱️ Get immediate updates about the status (downtime or performance issues) of Prospect services by subscribing to the CRM Status page. You'll then be the first to know about any important updates or maintenance affecting the CRM, our website, APIs, automation, or integrations - so you don't have to wait for a response from our Support team. Plus, we'll post updates on progress by the minute - right from the time something was identified through to its resolution!