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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!
📄 Document Template Previews in Dropdown
You can now see preview images directly in the Document Template dropdown, making it easier to quickly choose the right template. We’ve also improved preview image caching for faster loading and smoother experience.
👤 Owner Field on Opportunities
We've added an Owner field to Opportunities. You’ll receive a notification whenever you’re assigned as an Opportunity owner, and all ownership changes will be logged in the Activity Timeline, providing better visibility and assignment tracking. These notifications can be disabled via the notification settings in the Users page.
🐛 Other Fixes and Enhancements
A Task property has been added to relevant records to allow reporting on task related data, such as the Due Date or Assigned User for the next outstanding Task to enhance reporting and ensure feature parity with old Tasks system
Field search capability has been added to the Customiser, making it easier to locate specific fields when configuring record layouts
Additional data fields in the template editor for Quotes now include Quote tables
Updated Dear Inventory pricing to support fixed cost based markup configurations, expanding integration capabilities with Dear systems
Quote to Order workflow buttons now properly validate and prevent confirmation of Quotes to accounts that are on stop, protecting against accidental order creation for restricted accounts. This is only applied if the system option to prevent order confirmation to on stop accounts is enabled
Fixed a bug where the required task banner would continue showing after a task had been created, causing confusion for users
Fixed an issue where hidden delivery address fields could still be marked as required, creating validation errors for fields that weren't visible
Resolved a double discount issue affecting some older Sage 50 versions, ensuring discount calculations are applied correctly
Fixed duplicate image imports from Cin7, preventing the same product image from being imported multiple times
Fixed a crash when editing custom fields from the system options screen by clicking the settings cog
Resolved an issue where dashboards would show a visibility error message despite users having proper access permissions for users of “Start-up” subscriptions
Fixed Unleashed imports crashing when encountering a customer that is assigned a deleted default warehouse
Fixed a serialization loop when returning a task from a recall creation call, improving API stability
Fixed custom Quote Table Styles from the rich editor dropdown not merging correctly on the email window
Resolved an issue where the "Revenue By Customer" Goals calculation would not populate correctly
Fixed a bug where minimum quantities would apply incorrectly in some configurations
Fixed incorrect margin percentage display on Quote hover-over tooltips
Fixed the Stripe webhook signing secret setting showing two secret configuration fields for single operating company workspaces instead of one
Fixed the preview branding dropdown for Quote Table Styles being shown when there are no operating companies with branding configured
Added an option to prevent the multi-line order entry window from auto-retrieving products with no search term when first opened. This can improve performance on systems with large product lists (500,000 products or more)
Fixed record preview showing when hovering over pages in the Customiser
Fixed an issue where reports of Activity Notes would have broken links if they were under an Enquiry
The default warehouse system option is now read only for Unleashed integrations since the setting is part of the imported data
Fixed an issue where users were unable to resize columns with Quote Line grouping enabled
Fixed a bug where the task card At a Glance component would not display on Simple Quotes or Contacts even when active tasks were present
Fixed a bug where the new record window customisations would incorrectly show the standard dictionary customisations for all dictionaries
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