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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!
🔄️Unleashed Back-to-Back Purchase Order Creation
We’re excited to introduce a new feature that enhances our integration with Unleashed! When confirming a Quote with lines that have insufficient stock, you can now easily raise a Purchase Order for those items directly within the CRM. Our new Purchase Order creation wizard simplifies this process by allowing you to select your preferred supplier and also adjust the ordered quantities if there are incoming deliveries that could fulfil the missing stock. Once completed, the Purchase Order is created in the CRM and pushed to Unleashed with a PARKED status. We recommend using Unleashed to manage these orders moving forward. This update aims to streamline your workflow and keep your inventory management on track!
🪟 Embedded External Web Pages on CRM Records
You can now embed web pages into your CRM records using the customizer. This feature allows you to integrate external web pages and components, such as Power BI charts and Excel spreadsheets, directly into your CRM. For highly personalised experience, you can specify fields from the current record as URL parameters to pass data from your CRM to external pages. This enhancement makes connecting your CRM with all external data sources easier than ever, providing a seamless and integrated solution.
🗓️ Enhanced Calendar Setup Process
We've simplified the Calendar setup process by providing an authorisation link that can be easily accessed from the CRM or copied to the clipboard. This link can be forwarded to your Outlook organisation admin for them to review and enable the necessary permissions, and connect your CRM with your Outlook Calendar.
🐛 Other Improvements & Fixes
Improved the Access Financials integration by adding a missing Suppliers import and support for descriptions on Purchase Transaction lines
Updated the Contact B2B and B2C icons to be more consistent and clearer about their meaning
Updated the date picker to show the number of assigned Tasks when creating new Tasks
Added the ability to create Events from the Activity Feed if the Calendar integration is configured
Made email marketing history tables editable
Record history for a Company now includes when it last had its Company Type changed due to automatic lapse/unlapse rules
Fixed a performance bug when viewing Tag lists in Reports
Fixed a bug that prevented Unleashed rounding adjustments from applying correctly
Fixed a missing translation on the error message when failing to upload a Document template
Fixed a bug where Evo feed links would always open in a new tab
Improved consistency of Company customisations on the B2B creation screen
Fixed a bug that would cause removing a column from a customisable Quote Table to re-add all previously removed columns
Fixed a bug that caused failed webhooks to disable multiple times
Fixed a bug with the CMS that prevented multiple saved baskets from being deleted at once
Fixed a bug that caused inconsistent behaviour when setting the display type of a date field in a report
Improved feedback when sending a preview of an email template fails
Fixed a bug that caused some queries to be sent to the lite API when they were incompatible with that feature set
Fixed a bug that prevented Unleashed two-way sync from unassigning Sales people
Improved the UI for Access Dimensions specific settings in the Delivery Charges system setting
Improved the handling of new lines and quote marks in extended descriptions when copying and pasting lines on Quotes
Improved the performance of Quote Line pasting
Fixed a bug that caused Cin7 Core currency conversions to happen a second time on order confirmation, even if the Order was already in the correct currency
Fixed a bug with Purchase Order creation that prevented decimal quantities from being specified
Downloading Documents from the CRM is now performed via a prospect365 URL instead of the direct blob storage link
Fixed a bug where email marketing Contacts would not be removed if deleted or marked as 'Left Company'
Fixed a bug where rapidly licensing multiple CRM Users via Access Workspace would cause some of the Users to fail to license
Fixed a bug where subscriptions could not be upgraded within 24 hours of the initial subscription
Fixed a bug where emails stored directly under a Company would crash
Fixed a bug where Documents could not be created directly under a Company
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