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🔧 Task Management Enhancements
1. Complete and Follow-Up Workflow
We've introduced a new "Complete and Follow-Up" button on tasks that streamlines your workflow when you need to close one task and immediately create a successor. This feature allows you to efficiently manage sequential activities without losing momentum.
2. Quick Task Completion Control
Administrators now have the option to disable quick task completion through a new system setting. This enhancement gives organizations more control over their task management processes, ensuring that users provide proper documentation and outcomes before marking tasks as complete. When enabled, this setting requires users to open the full task detail view to complete tasks, promoting more thorough record-keeping.
3. Read-Only Task Restriction
A new system option allows administrators to make tasks read-only except for the Outcome field and Complete/Cancel buttons. This feature is particularly valuable for organizations with strict task workflows, ensuring that task details remain unchanged once created while still allowing users to record outcomes and update task status appropriately.
📋 Required Delivery Address Fields Option Available
Administrators can now make quote delivery address fields mandatory through system configuration. This enhancement ensures that critical shipping information is captured at the quote stage, reducing order processing delays and improving fulfilment accuracy.
📦 Product Image Upload During Creation
It is now possible to upload product images directly during the creation process. This enhancement eliminates the extra step of returning to edit a product after creation, streamlining your product setup workflow and ensuring your catalogue is complete and visually appealing from the start.
🐛 Other Fixes and Enhancements
Implemented an option for Opera systems to disable automatic Quote line description population from price lists, providing greater flexibility in quote customization
Added the ability to make cost price a required field on Quote lines, ensuring complete pricing information is captured
Defaulted product warehouse selection to the system's default warehouse option, reducing manual data entry
Enhanced custom Sales Analysis codes on quote lines for Dimensions integration, supporting more detailed financial tracking
Configured Sales and Purchase Analysis codes as dropdowns when using Dimensions, improving data consistency
Hid address line 5 for Sage integrations to match Opera behavior and improve form consistency
Enhanced OData API to allow creation of entities on navigation properties during the creation request, simplifying integration workflows for developers
Added system option to specify the destination fields for delivery notes into text fields in FactoryMaster so that they can be included on delivery labels
Fixed an issue where duplicate product images were being imported from Cin7, preventing catalogue clutter
Resolved tooltip display problems on Goals tiles in Customisable Dashboards where large numbers were truncated
Corrected discrepancies in Year and Month period settings on Goals
Fixed incorrect currency symbol display for Goals tiles on the Overview Dashboard
Resolved issues with emails forwarded from unlicensed users not being saved to CRM records
Fixed the "Open Record" button link in CRM email notifications that was directing to incorrect locations
Corrected oversold flag incorrectly appearing on in-stock Unleashed items in quotes
Resolved My Business Goals Dashboard displaying incorrectly calculated figures
Fixed Goals "Apply to all rows" functionality when used outside of the wizard interface
Corrected Goals Progress View where large percentage figures didn't fit inside progress circles
Resolved email attachment and customization menu display issues
Fixed an issue where the "Use Shared Baskets" field on divisions could be inappropriately customized by users
Corrected the "Suppress Account Status Warnings" option behavior
Resolved menu truncation issues on the Sales Order creation screen when expanded
Fixed Quote Line update/insert requests incorrectly duplicating the line if it was meant to update it
Resolved RFM segment changes to "None" not being properly recorded in CRM
Fixed Zapier integration issue where creating Customer Events with populated Notepad fields would fail
Improved performance of the Goals system
Fixed attachment screen lockup when encountering errors with multiple attachments
Corrected ImportRuns/ImportCustomer endpoint incorrectly parsing nulls as empty strings
Fixed Katana Sales Orders not properly linking to originating CRM Quotes
Fixed Financials “On Stop” status not being imported correctly
Fixed Financials sales transaction document IDs incorrectly referencing line IDs instead of order IDs
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