💡 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 we all get settled into 2025, why not take a minute to check out our 2024 Recap which celebrates the fantastic improvements that have made to Prospect CRM last year.
In this release, we’ve continued to dedicate 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. To learn more about a specific item, please contact our Support team here.
🐛 Other Enhancements & Fixes
Required Date is now imported as Due Date against Sales Order from Unleashed
The new Calendar feature is now enabled by default
Word and Outlook Add-ins have been updated to improve compatibility between the login screens and some iOS versions
Improvements have been made to the CRM load time and JavaScript bundle size
Completed Tasks now show the outcome instead of the description for the complete entry in the Activity Feed
Fixed a bug where currency conversion in Cin7 Core would be performed unnecessarily if the Quote was already in the correct currency
Fixed a bug where effective dates wouldn't be taken into account in Access Dimensions special pricing
Fixed a UI bug where the page selector would overlap the bottom of the PAT token screen
Fixed various translations that had the wrong capitalisation for RFM
Fixed a bug where pinned notes wouldn't appear when loading the CRM with an empty cache
Fixed a bug that prevented Katana Product Categories from importing
Fixed the styling of the “Generate Barcode” dialog on Equipment items
Fixed a bug where sorting by a User list entity in a Report would sort by usercode instead of username
Fixed a bug where the Activity Feed wouldn't show Tasks that are due soon if they were created too long ago
Fixed a bug where the Activity Feed would show “null” for appointment invitees if they had no name
Fixed the styling of the Task tick icon in the Calendar view
Fixed the CMS basket not adding Quote Lines with the correct WWW usercode
Fixed a crash when adding price fields to a Product Item Report
Fixed the Task assignment emails sometimes being sent to yourself if your email address had an inconsistent case
Fixed several bugs that prevented the re-adding of removed fields from layouts when customising
Fixed a crash when adding multiple attachments to an email rapidly
Fixed a bug that prevented unit volume from importing from Cin7 Omni
Fixed a bug where the "Add Task" button would appear in the wrong place if a record slideover was opened
🖱️ 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!