V156: July 2026
We're pleased to announce the V156 release, focused on bug fixes across all respective CRM modules.
Full CRM
The same bug fixes as Sales Growth and Marketing Accelerator, as well as:
Removed all header buttons except Help and Close, reducing clutter and keeping you focused on the task.
Fixed a bug where the Show count checkbox did not appear in the Kanban column summary on initial page load.
Fixed a bug where dashboard report tiles did not update correctly when displaying a summary as unique values.
Fixed a bug where the aggregate type had an incorrect name on the Configure Report Tile pop-up.
Fixed a bug where email notifications for missing orders were not sent.
Fixed a bug where Credit Note margin calculations used an incorrect quantity, leading to inaccurate margin figures.
Fixed a bug where the View Task link in instant email notifications was incorrect when an automation workflow created the task.
Fixed a bug where the Quote Chase workflow's task-creation step did not set the parent record on the created task.
Fixed a bug that let you change the selected report partway through the report creation stepper, leading to an inconsistent state.
Fixed a bug where system-created reports showed no creator when you searched for report templates.
Fixed a bug where you could add custom fields through the Data Importer but not configure them.
Fixed a bug where the report editor had no maximum height when you edited an embedded report within a record, causing layout issues.
Fixed a bug where Kanban cards on a report tile did not load.
Fixed a bug where the report editor preview did not include report arguments when you edited an embedded report.
Sales Growth, Marketing Accelerator and Full CRM
Fixed a bug where updating a Job Description in Evo could remove the corresponding Job Description in the CRM.
Fixed a bug that prevented task assignments on profiles with more than 50 users.
Fixed a bug where a "Based on Quote" restriction incorrectly raised a product-restriction error for deleted lines, when it should have been ignored.
V155: July 2026
Full CRM
The same bug fixes as Sales Growth and Marketing Accelerator, as well as:
Sales Ledger Stats - Fixed a bug where accounts that had never placed an order would create an incorrect 'spike' in the sales ledger statistics chart after their first import.
Kanban - Fixed a bug where the 'Show Count Kanban Column Summary' checkbox was missing from the Grouping and Summary view when the page initially loaded.
Dashboards - Fixed a bug where report tile value text overflowed the tile boundary when the tile was placed within a KPI Group.
Record Layout - Fixed a bug where making a field read-only would reset the record layout customisation to its default state.
Marketing Accelerator and Full CRM
The same bug fixes as Sales Growth, as well as:
Klaviyo - Fixed a bug where the Klaviyo integration incorrectly encoded email addresses that started and ended with single quote characters.
Sales Growth, Marketing Accelerator and Full CRM
Unleashed - Fixed a bug where the 'Open in Unleashed' link on Orders was causing users to be logged out of Unleashed.
Notepad - Fixed an issue with notepad syncing reliability that was causing inconsistencies in how updates were persisted.
Data Importer - Fixed a bug where CSV source files could not be opened from within the Data Import record.
Quotes - Fixed a bug where the Quote Expiry Confirmation popup displayed incorrectly when changing the Opportunity status after an Order had already been confirmed.
Company Type - Fixed a bug where a company's type was incorrectly changed to 'Lapsed' during the nightly maintenance run on the same day that an Order was placed.
