💡 Got a new idea, feature, or enhancement suggestion for us? Head to the Feedback Portal to log it!
Did you know...we've delivered more than 500 of your ideas, logged via the Feedback Portal? With several more in Preview and many requests currently planned or in development, we'll soon be delivering even more of your best ideas and contributions!
📊 Report Tiles on Records
You can now display existing reports as compact tiles directly on record detail pages. These can easily be configured by adding a report to any record layout and choosing between full "report" mode or the new streamlined "tile" mode, which displays a summary aggregate value with a custom title.
For example, on a customer record you can customise key metrics such as total order value for the year, number of open support tickets, or outstanding quote value, all visible at a glance. This makes it easy to access critical information without leaving the record.
🤖Access Copilot Support for Product Documentation
Our Access Copilot just got smarter at directing you to the right answers. When you ask Copilot a question about product features, or CRM functionality, it will now seamlessly connect you to the CRM Assistant. Simply click the link Copilot provides, and the CRM Assistant will open with your question ready to go, instantly searching our entire knowledge base to find the answer you need.
This means you get the best of both worlds: Copilot remains your go-to assistant for working with your CRM data, while questions about product features and functionality are directed at the CRM Assistant. It's a smarter, faster way to find exactly the help you're looking for.
🐛 Other Fixes and Enhancements
The Calendar now includes a dedicated CTA "+ Add Event" button, making it quicker and easier to create new events directly from the calendar view
Task update email notifications now display the task name more prominently and include information about which fields have been changed, making it easier to understand updates at a glance
Enquiry assignment emails now include all form submission data directly in the email body, saving you time by eliminating the need to navigate into the CRM
"Delivery Instructions" are now imported from Unleashed, providing better visibility of customer delivery requirements on sales transactions
Discounts are now imported for Katana Sales Order Lines, ensuring pricing accuracy when syncing orders from Katana
The "Create Customer" action in Zapier has been renamed to "Create Company/ Contact" for consistency with CRM terminology
Resolved a permissions issue that could prevent some automation workflows from running as expected
Resolved an issue to ensure the Enquiry “Assigned To” field is correctly mapped to the Company Account Manager after conversion
Fixed an issue where task update notification emails were missing important information about what had changed
Fixed a bug where delivery charge prices were misaligned in the user interface
Fixed dashboard KPI tile box sizing issues that caused inconsistent display
Fixed a bug where KPI group tiles had inconsistent dragging behaviour when repositioning
Fixed a bug where CMS plugins were inflating image sizes of some product group images
Fixed a bug where the parent field displayed an incorrect icon when the selected parent record was a Quote
Fixed a bug where the product selector dropdown in Quote lines would not reposition upward when cut off at the bottom of the screen
Fixed a bug where an enquiry form would fail to submit if an invalid character was entered
Fixed an issue where converting an Enquiry to an Opportunity would incorrectly reset the Pipeline Status field
Fixed an issue where it was not possible to reorder delivery options in the settings
Fixed a missing link between product category and category parent that prevented certain reports from being made
🖱️ 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!