💡 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!
🎂 Event Templates
We're excited to introduce a new feature that simplifies the creation and management of Event descriptions. Just like with email templates, you can now easily set up Event Templates using the same intuitive find-and-replace field selection system to pull in data from records like Companies, Opportunities, etc. When creating a new Event, use a dropdown to select a suitable template, and the description will be pre-filled with the correct information. This integrates smoothly with our existing template management, ensuring consistency and effortless reuse. To create your new template, navigate to System Settings and select Event Templates or click here.
🐛 Other Fixes & Enhancements
Improved feedback on Excel imports when a Contact email address already exists
Fixed a bug where RFM calculations would treat customers with a large number of zero value orders (but no actual orders) as having a very high order frequency
Added support for Klaviyo OAuth connections
Fixed an issue where odata lite was truncating strings in update responses if webhooks were enabled
Fixed an issue where QuickBooks Online VAT rates would only import on the first import run
Fixed an issue where Sales Transaction reports would have the wrong filter if added to a Company
Fixed a bug where new Record customisations wouldn't appear on the business Contact creation screen
Leading and trailing whitespace is now stripped from fields in Excel imports
Fixed a bug where clientside validation would be skipped on the CMS registration plugin
Fixed a UI glitch where flag toggles would sometimes appear over the top of Report navigation elements
Fixed various issues relating to Order number inconsistencies for Access Dimensions imports
Fixed a bug where sales leaderboards would be cleared after an Access Dimensions import
Fixed a bug where partially invoiced Orders could duplicate some Sales Transaction Lines for Unleashed imports
Fixed a bug where the Enquiry Web Form 'other' radio button option would not be stored
It's no longer possible to entirely remove the name of a custom field
Fixed a bug where zero value delivery charges wouldn't be sent to Cin7 Omni
Fixed a UI bug with displaying the to/cc/bcc addresses on an email if there were a large number of addresses
Fixed the sorting and field names for Problem status and Problem status detail
Improved the feedback for failed Opportunity merging
Fixed a bug where making multiple rapid updates to a User in Access Workspace could result in some updates failing to sync
Fixed a bug where licensing multiple CRM Users in quick succession via Access Workspace could cause some Users to fail to license
Fixed a bug where changing the Enquiry Web Form column count would fail
Fixed a bug where charge lines from Unleashed would import with zero value due to having zero quantity
Improved Mailchimp failure retrying when receiving an invalid response from Mailchimp
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