💡 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!
👁️ Instant Record Previews with Hover Cards
You can now hover over any linked record in the CRM to instantly preview key details without navigating away from your current screen. This feature works across all major record types including Products, Quotes, Opportunities, Contacts, Companies, Problems, and Documents. The cards automatically format information like dates, prices, and links for easy reading, and even display product images and document previews when available. These enhancements make it easier to access the information you need while staying focused on your task. You can disable this feature in your personal settings if you prefer the original view.
✅ At a Glance: Task Summary Cards
We’ve added a new section in the "At a Glance" group that shows active Tasks in a clean, easy-to-scan format for the new Tasks system. Each Task appears as a single-line card showing the assignee avatar, when it's due, and the Task name (which smartly shortens if it's too long). Clicking any Task card opens the detailed task panel for quick access and updates.
🐛 Other Fixes and Enhancements
Email templates sent via automated processes (e.g., Order confirmation, Purchase Orders) now properly include automatic attachments
Financials integration now filters out price type 'R' (Resources) to prevent irrelevant price product data from appearing
We will now import product sub categories from Unleashed products
Enabled CMS to return images in WEBP format for improved performance
Added the ability to navigate from Mailchimp activity to the associated Contact record (via the email address)
Added cookie consent screen allowing users to decline non-essential cookies
Fixed AI email generation crashing with zero-length initial email or prompt
Fixed Enquiry form “other” radio button option not being stored correctly
Fixed Enquiry form hidden input values not being rendered in certain scenarios
Fixed RFM History “Changed At” field not being available as an option for end-users
Fixed the product image field in the Product search report disappearing when modifying fields
Fixed Opera Sales Ledger names to prevent lowercase letters
Fixed import hanging when using CSVs downloaded from a Quote
Fixed custom ProductItemXtra fields on record creation window causing errors
Fixed Task report not showing “Created By” field
Fixed report tile visibility issues on personal dashboards
Fixed Magic Matrix category disappearing from view after selection
Fixed Events created from CRM records not correctly assigning the parent record
Fixed Quickbooks Online not observing “disable currency import” option
Improved Factory Master error message if an Order failed but was left in a partially created state to include the Order number for manual resolution
Fixed duplicate email entry requirement when signing in with Access Identity
Fixed email “To” address no longer auto-populating when clicking on Contact’s email
Fixed domain authentication error
Fixed Access Dimensions not being marked as supporting “creditLimit” feature despite importing it
Fixed Unleashed credit notes import filtering on order status instead of credit status
🖱️ 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!