💡 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!
🌈 CRM UI Redesign
We're excited to announce a major update to our CRM's user interface that will elevate your experience! Our new design brings a sleek, modern look and enhanced usability. We've thoughtfully redesigned the layout, relocating all essential features like the global "Create" button and "Search everything..." to the side navigation menu. This shift creates exciting new space for future functionality coming soon to enhance your workflow even further!
We've conducted a thorough UI/UX audit to ensure our new colour scheme meets accessibility standards, and we've modernised pop-ups and slideovers with rounded edges for a more polished appearance. This significant overhaul promises a seamless cross-product experience, especially for those using multiple Access products.
We've recorded an insightful demo for you on the new design - feel free to watch it here and share with your teams! Please note: This video was recorded on 24/06/2025 and is accurate for changes made in version 139.
🖍️ Customisable Dashboards
We've enhanced our existing Overview Dashboard by making it fully editable. Admins can now effortlessly add, remove, resize and move around tiles, crafting a unique view that reflects their team's and business's priorities – and these changes will instantly be reflected for all CRM users.
We've also introduced the ability for every user to create multiple personal dashboards just for themselves. You can design and name them however you prefer, populating them with the specific data insights that drive your success, all without sharing them with anyone else.
A rich array of tiles is now available for both overview and personal dashboards:
Recent Records: See your most recently viewed or modified records at a glance.
Tasks List: Stay on top of your to-do list.
Reports: For a deeper dive, embed full-sized reports directly onto your dashboard.
Report tiles: Transform your existing reports into insightful dashboard summaries.
KPIs: Choose from a variety of pre-calculated values like Order Value, Quote Value, New Ledgers, and more, with options to compare Month-to-Date or Year-to-Date figures against previous periods.
KPI Groups: Create custom groupings of multiple KPIs on a single tile, or even pull in summary values from your reports for advanced, critical insights.
Quick Charts: Visualise key data with easy-to-understand bar and line charts. Examples include "Average Order Value" or "Number of Customers" by month with comparisons to previous periods.
✅ Task Editing Restrictions
We've updated how Tasks work to give you more control and better notifications:
To maintain accuracy and prevent errors, only the creator and the current assignee of a Task can now edit its details.
Other CRM Users can still reassign Tasks, but other fields are now protected from unintended modifications.
You'll now receive notifications if there are any changes to a Task's description, detailed information, or if the assignee is updated.
If a Task you're assigned to is completed or cancelled by someone else, you'll be notified, ensuring you're always aware of its status.
Whenever a Task's assignee is changed, the new assignee will automatically receive a notification, ensuring a smooth transition and clear ownership.
🐛 Other Improvements & Fixes
Customers on the Professional subscription can now add multiple Operating Companies to their system for an additional monthly charge
Added the ability to disable legacy SSO enforcement for systems managed via Access Identity
Added some new email marketing history action types to improve Spotler integration
We now import the Shipping Address on Sales Transactions for Cin7 Core
It's now always possible to select the current subscription level in the subscription upgrade screen (in order to modify something later in the wizard, such as CSPs) even if you exceed the requirements for your current subscription level
Improved logging of errors encountered during Xero order confirmation
Fixed an error when selecting some component filters in the Report editor
Fixed an issue where Zapier would inconsistently handle Enquiry Web Form data between the test and actual webhook execution
Fixed a bug where on-premise order confirmation failures would cause a “processing timeout” banner to appear in addition to the error banner
Fixed a bug where address fields would not be correctly populated from postcode lookups based on the connected ERP system
Fixed a bug that allowed you to enter Product names longer than Xero supports, causing an error when creating the product
Fixed a bug where the wrong price would show on the variations dropdown in the CMS
Fixed a bug where it was not possible to confirm a Quote to Katana with a null warehouse
Fixed a bug where the catalogue code would not be set to USER for products imported via an excel import, which prevented them from being correctly created in the ERP system when used
Fixed a bug where Unleashed imports could get stuck importing Products for systems with an extremely large number of Products
Excel import errors are now correctly reported in their own column of the spreadsheet rather than overwriting the last column of the data
Fixed a bug that prevented fields from being re-added to the new record screen after having been removed
Fixed a bug where B2C Contacts were incorrectly returned under the “Companies” section of the parent selector, and would crash when selected
Fixed a bug that caused the data exporter to return very slow responses
Save to CRM now sets the Document Date to the date the email was received, rather than the date it was saved
Fixed a bug where share links for Products would be incorrectly encoded if they contained certain special characters
🖱️ 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!