💡 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!
🔔 Enhanced Notifications Page
We've revamped the UI/UX of our Notifications page! Notifications are now grouped into collapsible sections for easier discoverability, and the frequencies are displayed in a table format, making it simpler to skim through all available options.
📃 Improved Grouped Quoting Functionality
Users can now collapse individual groups on Quotes using an arrow button or the newly added "Collapse All" button from the menu, making it easier to manage Quotes with large numbers of lines. Additionally, quote lines can be added at the bottom of each individual group, rather than only at the end of the Quote in the Ungrouped section. Each group also includes a plus button that opens the multi-line order entry window, allowing users to add lines directly to that group.
🐛 Other Enhancements & Fixes
Removed the 'Open Record' button from the new Task details side panel to avoid confusion. You can still access this functionality through the expand popup button located next to the close button.
You can now complete a Task using our new Task feature even if the record requires at least one active Task. The system will rely on the window closing check to ensure a new Task gets created. Additionally, the 'Requires a task' popup now includes a 'Create Task' button.
Updated CRM email notifications to include the Enquiry Web Form name in the description when the Enquiry originates from an Enquiry Web Form.
Removed the Role and Department fields from the B2C Contact record screen. Also removed the Alternate Reference field from both the B2B and B2C Contact record screen.
Added a configuration setting for the Cin7 Core integration to specify the number of decimal places for importing currencies, affecting the decimal value in the import. The default is set to 4 (as it currently is).
Fixed a bug where Price Tier backing fields were being loaded on Product reports regardless of what fields were selected.
Improved the reliability of Webhooks by reducing the number of TCP connections used.
Fixed an error when attempting to set a custom dropdown field to null via an Excel import.
Fixed a bug where branding colour hex codes would incorrectly append a hash to the start.
Fixed a bug where Access Identity accounts couldn't be re-enabled after being disabled.
Fixed a bug where Product Categories and Product Item special pricing entries wouldn't display if using a single Operating Company.
Fixed a bug where the Activity Feed couldn't be filtered to Tasks when not using consolidated mode.
Fixed a filter issue with Sales Order transactions not appearing if the order number had padding.
Fixed a bug where previewing an Email Template with no subject could crash.
Added a 'missing obsolete' filter to the Purchase Transactions report.
Updated the Unleashed import to mark obsoleted Warehouses as obsolete in the CRM.
Fixed Excel imports incorrectly using display fields in their export example instead of the correct fields.
Fixed a bug that prevented Product Item Links imports from being imported unless the Operating Company field was specified, even when only one Operating Company was present.
Fixed a bug that prevented Enquiries from being converted to existing Contacts directly.
Improved the handling of Unleashed rounding issues to add a “rounding correction” line to ensure consistent values.
Fixed a bug that prevented Custom Fields from being included in the Companies data import.
🖱️ 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!