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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!
đȘKanban View for Problems
We're excited to introduce a new Kanban view for the Services module, giving you a more visual, intuitive way to manage support cases, job records, and tickets as they move through your pipeline.
Hereâs what to expect:
You can now switch to a dragâandâdrop board, making it easier to update a problemâs stage at the moment youâre working on it.
Each card shows the key information you need, including how long the problem has been active and whether any tasks are required or overdue.
If a stage requires a task, youâll be prompted automatically when you move a problem into that status.
For stages with multiple status details, you can select the correct option when dropping a card into place.
This new view brings a familiar experience already used for Opportunities and Enquiries, helping teams move faster and reducing the chances of problems slipping through the cracks.
đđIn-Product Feature Sentiment Feedback System
As part of our ongoing commitment to improving your CRM experience, weâre introducing a new, lightweight way for you to share quick feedback directly inside the product. This helps us understand how newly released or enhanced features are working for you, right at the moment you use them.
How it works:
After youâve used a feature a few times, you may see a small prompt asking you to rate your experience.
Youâll only be asked once per feature, and only after youâve had a chance to use it for a few days, so we can gather helpful feedback without interrupting your workflow too often.
If you choose to respond, you can simply give a quick thumbsâup or thumbsâdown, with the option to add a short rating or comment if you wish. The more detail you share about your experience with that feature, the better we can understand how itâs working for you and how we might improve it.
Your feedback goes directly to our Product & Engineering teams, guiding them on whatâs successful and where improvements would be most valuable.
This new feedback mechanism focuses only on selected features where weâre actively gathering insights to guide future enhancements. For broader suggestions or new ideas, please continue using our Feedback Portal - it remains the best place to submit new requests.
đ Other Fixes and Enhancements
Icon sizes and colour styling in the Automation Workflow step configuration modal have been refined for a cleaner, more consistent visual experience across the CRM
The workflow name field in Automation Workflows has been updated to align with standard CRM UI/UX patterns, improving design consistency
The help (?) icon in Automation Workflows has been realigned to match the rest of the CRMâs icon set for a more polished interface
The Zoom Out button in the Automation Workflow builder no longer overlaps the scrollbar, making canvas navigation smoother
Dashboard bar charts now display hover tooltips, making it easier for users to read exact values at a glance
The âReminderâ field is now imported from Unleashed, giving users visibility of important customer notes directly within the CRM
A new "ImportId" field has been added to Sales Order Header and Sales Transactions, improving traceability of imported records
Sales Ledger and Division stats now include âDays Since Last Shipmentâ, giving account managers quick visibility into recent customer activity
Sales Order status is now imported directly from Katanaâs âStatusâ field, ensuring CRM order records accurately reflect production progress
The "More Options" button has been removed from the Create Event popup, simplifying and speeding up the event creation process
The âPreviewâ label has been removed from the Calendar navigation menu, as the feature is now fully released
Fixed a bug where enquiry form JSON data was being truncated when passed through Zapier webhooks
Fixed a bug where company phone numbers were not being correctly updated via the Xero two-way sync
Fixed a bug where part-invoiced Sales Transactions imported from Unleashed showed incorrect Cost Value, Margin, and Margin percentage values
Fixed a bug where duplicate product images were being imported from Cin7
Fixed a UI issue where the close button when viewing a full-screen image was barely visible
Fixed a bug where the Quote to Order workflow failed to authorise payment when the target Sales Ledger was not on credit stop
Fixed a bug where CMS custom 'no image' placeholders were not being applied correctly to products
Fixed an error that was preventing customers from accessing the CRM when launching via the Unleashed app
Fixed a bug where activity comments on Enquiry records were not visible to users with Territory or Account Manager restrictions applied to their profile
Fixed an error that occurred when switching between closed successful statuses on an opportunity with already confirmed quotes
Fixed a broken 'Chat' link within the 'Set up the integration' achievement page
Fixed a bug where the cost price on Credit Notes imported from Unleashed was incorrectly imported as a positive value instead of negative
Fixed a bug where importing a B2C Contact via the Data Importer could incorrectly deduplicate the Division it belongs to
Fixed a bug in the Automation Workflow builder where deleting cards from the canvas did not correctly recalculate the scrollable canvas area
Fixed a layout issue where the search field component was overflowing its container when opened from an entity slide-over
đ±ïž 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!