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In this release, we’ve dedicated our efforts to essential technical enhancements and preparing for some big new features. 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!
🐛 Fixes & Enhancements
Added “Restored” events to the Record history log
Improved the performance of email sending in the APAC region
Access Financials purchase order lines will now import the “Detail”, “Description” then “ItemName” for the line as the line description, in that order
Access Financials purchase order lines will now have their due date set to the due date of the header if no date is set on the line
Improved the performance of the Access Financials Purchase Transaction import
Improved the performance and stability of document generation in the CRM, in an attempt to resolve the “red x” issue with document images
Fixed a bug where Unleashed rounding adjustments would incorrectly round 0.005 in the wrong direction
Improved the reliability of UK postcode mappings
Duplicate customer identification is now implemented for Katana, Access Financials and FactoryMaster
Fixed a UI glitch that prevented the checkbox from being clicked on when selecting Document Template merge entities
Fixed a bug that caused Unleashed OrderDueDate to be set to the wrong day for some timezones during daylight saving
Fixed Unleashed credit notes showing the wrong base value
Improved error handling when attempting to post an Order to a customer that had been deleted from Unleashed
Fixed a missing Operating Company filter on Purchase Transactions reports at Company and Purchase Ledger level
Fixed a crash when attempting to update a large number of Contacts in Mailchimp at the same time
Fixed a bug that would cause the email subject to be removed from an email when selecting a template with no subject
Fixed a bug where Access Evo managed systems could license Users directly in the CRM rather than being redirected to Access Evo
Updated the “Automatically Update Currency Exchange Rates” option to only appear for supported systems (Xero and Unleashed)
Fixed a bug where UTM fields would appear as read-only inputs on some login error screens
Fixed a bug where emoticons would appear as broken images in pinned notes
Fixed a bug where “Add to group” did not add upsell items to the correct group
Fixed a bug where creating a Sales Ledger from a B2C Contact would fail when using multiple Operating Companies
Fixed a crash when attempting to view the Sales Ledger tab on a B2C Contact immediately after assigning one would crash
Fixed a crash when changing the Operating Company on a B2C Contact
Fixed a bug where it would not be possible to add a User to a workspace if they had a pending email verification request from a previous CRM trial
Improved the efficiency of returning Product images from the CMS
Added extra validation to the Pegasus Opera Sales Ledger ID input box to prevent non alphanumeric characters from being used
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