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📦 Last Transactions Insights
We’ve introduced a new “Last Transaction” date across the Sales Transactions product cube and related reports. This gives you instant visibility of when each product was last sold, helping your team quickly identify gaps in purchasing activity and take timely follow-up actions to re-engage customers and drive more sales.
🐛 Other Fixes and Enhancements
Quotes - The duplicate Quote flow now remembers the user’s previous “None” or “All” selection, removing a small but repetitive friction point for sales users who duplicate Quotes frequently.
Unleashed - Fixed an issue where Sales Order group imports were not paginating through all available pages, leading to missing orders on systems with high transaction volumes.
Unleashed - Fixed a bug where customer specific Product Group Discount Prices were always discounting from the Price Tier price rather than the configured base.
Cin7 Core - Fixed a bug where Product Price Tiers in the CRM did not match Cin7 Core when markup pricing was used, causing inaccurate pricing on Quotes and Sales Orders.
Cin7 Core - Fixed an Order confirmation error where the calculated Total did not match the value expected by Cin7 Core, preventing orders from being posted.
Katana - Fixed a bug where Katana ledger/company imports were incorrectly using the “Name” field instead of the “Company” field, leading to incorrect company naming.
Workspace - Fixed a bug where the “Grant Access” button in Workspace was not correctly granting access in all scenarios.
Security & Permissions – Updatede the Restricted Dictionary to hide Supplier and Purchasing data entirely from selected CRM users, rather than only hiding price information.
Security - reCAPTCHA scores returned from form submissions are now checked for a score of at least 0.5 in addition to completing the challenge, improving our spam protection.
Multi-Currency - Fixed a bug that prevented foreign currencies from being edited when the CRM only had a single operating company.
Records - Fixed a bug where it was possible to create child records under a deleted parent record, which could leave orphaned data.
Quotes - Improved the performance of the line grouping window when working with very large Quotes, reducing the wait time for users in quoting-heavy workflows. The pagination limit has been reduced to 100 (from 500) and an option has been added, on by default, that hides lines that are already assigned to groups to reduce the amount of data the window attempts to display.
Quotes - Fixed a bug where “Quote Source” was not being treated as a mandatory field when creating a new quotation, despite being configured as such.
Quotes - Fixed a bug where the Warehouse Override element did not filter by the Quote’s operating company when searching, returning irrelevant warehouses.
Companies - Fixed a bug where it was not possible to create a new Company Group when no Account Manager was assigned.
Companies - Fixed a bug where the phone button on the company record did not open the configured Default Phone Link activity window.
Products - Fixed a bug where the minimum unit quantity was not respecting quantity decimals when packs were configured.
Equipment - Fixed a bug where deleted Equipment records were still appearing on the company equipment tab.
Enquiries - Fixed a bug where some Unicode characters entered into an Enquiry form caused an error when displayed in the CRM.
Enquiry Forms - Fixed a bug where checkboxes were not being correctly added to Enquiry Forms during form configuration.
Reports - The additional actions sort button on reports no longer appears for reports that do not support sorting, avoiding a misleading control.
Reports - Fixed a bug where the “Other” figure on the Division’s Sales Analysis Top Products chart was not being calculated accurately.
Tasks - Fixed an issue introduced in V151 where the task list usercode filter on the Users record was no longer working correctly.
Automation Workflows - Fixed a bug where a workflow was not correctly skipping the wait step when testing.
Goals - Fixed a bug where goals were displayed in the wrong month for users in some timezones, causing confusion at month boundaries.
UI/UX - Fixed a bug where the Status dropdown could occasionally display the wrong status, requiring a page refresh to clear.
UI/UX - Fixed a UI glitch where the date input field on edit-activity-note moved around when hovered over.
Branding - Fixed a bug where the logo was rendered off-centre in the branding preview.
PDF Output -Fixed a bug where the PDF Quote Template generated blank pages when rendering large product tables.
API - Fixed a bug where the Order Authorisation API rejected HEAD requests on the authorise endpoint, breaking in some browser sessions.
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