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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!
🎯 Goals Reimagined: Track, Measure & Achieve More
We've completely redesigned our Goals feature to give you more control and flexibility. The new system features a modern look that seamlessly integrates with our updated CRM interface, allowing you to create Goals for individual users, customers, and your entire business - including different Goals for each operating company if you manage multiple entities. You can now set Goals across various time periods (monthly, quarterly, half-yearly, or yearly) and choose between calendar year or financial year tracking to match your business cycle.
When creating Goals for multiple Users or Customers, you can select a single period, enter your Goal values for the first time increment, and instantly apply them across remaining increments saving time and ensuring consistency throughout the year. For broader, business-wide Goals, you can set targets across all periods at once - giving you a clear, year-round view of your objectives. Whether you're managing detailed monthly targets or tracking quarterly milestones, the new Goals system flexibly supports the way your business operates. To enable the Goals functionality, navigate to System Settings and search for Goals or click here.
🤖 Copilot Contact Creation
Our Copilot feature now supports intelligent Contact creation through natural language prompts. You can create Contacts using email addresses and the system will leverage social search to gather additional information. This feature includes smart conflict resolution, asking follow-up questions when email addresses already exist or when Company names match existing records. After creation, users are provided with direct links to the newly created records for immediate access.
🎨 User Interface Enhancements
We've implemented numerous updates to improve the user experience with our new interface design:
Visual and Accessibility Improvements:
Enhanced chart colour schemes for better accessibility
Fixed alignment issues with toggle buttons in the email window
Improved visibility for selected options in note type selectors
Resolved dropdown text cutoff issues in various screens
Fixed hover menu positioning when side navigation menu is collapsed
Fixed text overflow in side navigation menu
Addressed padding and spacing inconsistencies across the interface
Dashboard Enhancements:
Added clear separation between personal and standard dashboards in dropdown menus
Fixed divider visibility issues in dashboard selection menus
Improved mobile view spacing for action buttons
Functional Improvements:
Restored horizontal expansion capability for memo fields
Fixed menu behavior to properly close on second click
These updates ensure a more polished, accessible, and user-friendly experience for everyone.
🐛 Other Fixes & Enhancements
Added Mood and Urgency columns to the Company documents report to give you better visibility into customer sentiment and priority levels.
CMS attribute filter plugin now works for the root category
Added Unleashed LeadTime field import
Fixed email template options on Equipment to filter correctly by Equipment instead of Contact
Resolved issue where exact match SKU wasn't returned as first search result
Fixed HTML Quote Tables to properly use sequence for ordering
Corrected issue with estimated dates defaulting to today when importing with positive closing status
Fixed product web catalogue dropdown positioning issues
Resolved landing page loading failures in the CRM
Fixed SVG document preview image display
Corrected Sales Transaction report filtering on Company records
Fixed issue preventing non-required fields from being added to Contact creation screen
Resolved GetGeocode crash when no outcode mapping exists
Fixed API 500 error when creating Contacts without Division ID
Fixed issue with notes not inheriting Division when parent Opportunity is assigned
Fixed duplicate user names display when viewing reports
Fixed autosignup login to use "none" prompt correctly
Fixed Integration page crashes for non-admin users
Fixed sales representative "Current pipeline" chart to show certain value
Fixed pinned filters covering slideover on record screens
Fixed build awareness double underline for Magic Matrix
Fixed validation error display for secondary connections in initial wizard
Fixed issue allowing products to be added to groups when item creation is prevented
Fixed file download issues for Library files with special characters
Fixed issue with trailing spaces in emails ignoring "Populate To Email Address" option
Fixed Evo button disappearing when window is resized
🖱️ 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!