💡 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!
🤖 Effortless Email Writing with AI
Transform your email communication with our AI Email Generation feature. Whether you need to polish existing text or create emails from scratch, our AI functionality helps you craft the perfect message. Simply highlight any text and click the sparkle button to instantly proofread, adjust tone, or make your writing more friendly or professional. After selecting your desired action, you'll see the AI-generated version which you can Accept to replace your text or decline to keep the original. Each user receives 1,000 AI generations monthly, with your remaining quota always visible for easy tracking.
For more detailed customization, the AI Assistant button opens advanced editing options including rephrasing, expanding, or condensing your content. Simply type your specific requirements in the instruction box, and our AI will craft polished text that matches your exact needs. Once you're satisfied with the generated content, one click inserts it directly into your email – making it effortless to maintain the perfect tone in every customer interaction.
💌 AI Sentiment Analysis for Customer Communications
Instantly understand the tone and urgency of your customer interactions with our new AI Sentiment Analysis feature. This powerful tool analyzes lengthy email chains saved in your CRM, providing quick summaries along with sentiment and urgency indicators for your most recent exchanges. It's particularly valuable when navigating busy record notepads where multiple customer interactions require rapid review and understanding.
Getting started is easy – just enable AI Sentiment Analysis in your system settings, and a new banner will appear at the top of your document page. Try it free with 100 complimentary analyses to experience how it transforms your customer communication insights. Ready to analyze all your customer interactions moving forward? Simply upgrade to one of our paid tiers to unlock unlimited sentiment analysis and never miss important context again.
🐛 Other Fixes & Enhancements
Zapier now has a Contact creation feature.
Improved copilot’s ability to know how many open Tasks different Records have.
Improved the performance of the odata lite API when attempting to recover from networking issues.
It is now possible to specify a separate Stripe confirmation webhook for each Operating Company.
Added “greater than or equal” and “less than or equal” as numerical Report filter operators.
The Activity Notepad now shows dual avatars for Task assignments.
Fixed a bug with the 'cancel task' button on the side panel not working.
Fixed a bug where email templates would not set the subject field if the body was blank.
Fixed a bug where Save to CRM would become soft locked if you closed the login popup instead of logging in.
Fixed a bug that prevented the consolidated rate from being set to a non integer value.
Fixed a bug where Cin7 Core would incorrectly round 0.005.
Fixed a bug where credit notes would show a link to an invalid Sales Order.
Fixed a bug where the system would crash attempting to send an Evo Feed message to a user that does not exist.
Fixed a crash when attempting to delete the Opportunity part of a Simple Quote where the Quote does not exist for some reason.
Fixed a crash when deleting demo data where a demo ledger had been assigned a Magic Matrix status override.
Fixed a crash when migrating very old recalls to Tasks.
Fixed a bug where failed order confirmations could get stuck in pending when being retried.
Fixed an issue where the edit button would now show in the customers for groups with a very long name.
Fixed a styling issue where the document slideover would become distorted for documents with a very long name.
Fixed a bug where the “save document” option would appear on the email window for entities that don’t support document saving.
Fixed a crash when returning search results including documents that have no associated company.
Fixed a crash where html table generation would stop if a corrupted or missing image was encountered.
Added the ability to create SingleCompany records from the CMS registration plugin.
The option for CMS baskets to be treated as Simple Quotes has been added for logged out users. Baskets are converted after the customer has checked out.
Fixed a bug where the CMS would incorrectly detect redirect loops when a customer logged in half way through the redirect chain.
🖱️ 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!