đĄ Got a new idea, feature, or enhancement suggestion for us? Head to the Feedback Portal to log it!
â
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!
đŻ Goals â Custom Period Types
Teams with non-standard planning cycles, such as seasonal, promotional or project based work, can now set up and track Goals in a way that better reflects how their business operates.
Administrators can define custom period types (for example, âBlack Fridayâ, âSummer Seasonâ, or âChristmas Holidaysâ) and use them to create Goals for different users, customers, or the wider business.
Each custom period type can include multiple time periods, giving you the flexibility to break longer timeframes into smaller increments with different targets, or to align Goals when users or customers are added partâway through a period. This is especially useful when performance expectations change over time.
â
For example, if youâre running a Black Friday campaign from 1â30 November, you might set one target for the Black Friday weekend and different targets for the rest of the month.
If you prefer a simpler setup, you can still work with a single period per custom type by using the same start and end dates across all Goals. Itâs flexible where you need it, while staying simple and intuitive to set up.
To make tracking easier, the Goals screen now includes a toggle between Standard and Custom views. The Custom view brings together all custom period types, showing their associated Goals and progress toward each target in one place.
â
The same toggle is available when creating a new Goal. Selecting Custom reveals a dedicated dropdown of available custom period types, after which you can define the start date, end date, and target value for the Goal.
â
Finally, Goal tiles on Customisable Dashboards have been updated to support custom periods. You can now select any custom period type, with each tile displaying the current periodâs Goal and progress. If no Goal has been set for the selected period, a clear âNo goal setâ message is shown.
â ď¸ Smarter Handling of Expired Quote Pricing
When a Quoteâs price expiry date has passed, a banner now appears at the top of the Quote informing the user and offering a one-click option to recalculate all line prices to current values. Confirming an expired Quote also triggers a warning dialog so users donât inadvertently send out-of-date pricing to customers.
âĄAutomation Workflows Enhancements
New workflow triggers have been added, expanding CRMâs automation capabilities:
Confirmation of a Quote
Creation of an Enquiry
Weâve added the âRetryâ control on the Automation History tab across all triggering records. This enhancement allows failed automation runs to be retried directly from the originating record, simplifying recovery workflows and minimising manual steps.
On the Run Details page, the top section metadata has been consolidated into a single line to reduce vertical whitespace.
The experimental feature notice has been removed.
The 'Configure List' link from the System Settings now correctly routes users to the new Automation Workflows page for a more intuitive navigation experience.
All references to âAutomation Flowâ have been updated to âAutomation Workflowâ, ensuring consistent terminology across the platform, website and our documentation.
đ Other Fixes and Enhancements
Weâve added a new option in the Customiserâs additional actions menu for opening a modal listing all elements that have been removed from the current customisation. Users can now click âRestoreâ on any removed item to restore it.
When creating a new Company record, the CRM now checks for an existing company with the same name. A warning banner is displayed linking to the potential duplicate, helping users avoid creating redundant records, without preventing creation if the user proceeds intentionally.
The âBrandâ field from Unleashed is now mapped to the âManufacturerâ field in the CRM
Custom dropdown fields whose descriptions are numerical are now sorted and handled correctly
Several alignment inconsistencies across dashboard tiles have been resolved to ensure a polished appearance when tiles of different sizes are displayed together
Fixed a bug where using the Tab key to navigate new record creation screens in Firefox could get stuck inside certain dropdowns, preventing keyboard-only navigation
Fixed a crash in the Xero integration where address resolution could fail in some circumstances
Fixed a bug where converting an Enquiry to a B2C Contact failed to correctly map the address to the new contact record if B2C contact was selected first
Fixed unclear wording on the Customer Sales Analysis Goals monthly chart when no data is available, explicitly stating that the monthly goal chart requires monthly goals.
Fixed a bug where clicking the back button while browsing visual quick charts would cause charts to duplicate upon adding
Fixed a bug where part-invoiced orders from FactoryMaster failed to import all lines, resulting in incomplete order data in the CRM
Fixed a bug where the Business Year goal tile was displaying targets from the previous yearâs goals rather than the current year for some timezones
Fixed a bug in Automation Workflows where retrying a previously failed run could skip configured delays between steps, causing actions to fire sooner than intended
Fixed a bug in Automation Workflows where reports with active filters were not displayed when configuring the trigger card of a flow
Fixed a data consistency issue where Goals dashboard tiles and the Goals configuration page were using different data sources, causing discrepancies between what users saw in each location
Fixed a performance bug where adding a line to a CMS basket triggered a full stock level recalculation for every item in the quote, regardless of whether stock reservation was enabled â causing unnecessary slowdowns for large baskets
Fixed a bug in the Opera integration where the CRM allowed a sales order confirmation to proceed against a ledger even when the designated âinvoice toâ ledger was on credit stop
Fixed a bug where the status detail dropdown would dismiss itself before the user could make a selection when attempting to close a quote
Fixed a UI issue where the address component displayed the âRequiredâ checkbox in an incorrect state, potentially misleading users about mandatory fields
Fixed a bug in the FactoryMaster integration where orders were always confirmed using the most recently imported exchange rate rather than the exchange rate at the time of confirmation
Fixed a significant performance degradation where quotes containing more than 300 lines caused extremely slow CRM response times, impacting usability for customers with large order volumes
Fixed an issue where certain CRM page routes were case-sensitive, causing users to receive a ânot foundâ error when navigating via links or bookmarks that used a different casing to the canonical route
đąď¸ 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!