Quotes: Fixed a bug where converting an Opportunity to a Quote failed to carry over the Tax Code and Price List, requiring users to set these manually after conversion.

Global Search: Fixed a bug where users could not highlight text or click to move the cursor in the Global Search window, making it difficult to edit search terms.

Products: Fixed a validation gap that allowed the Minimum Order Quantity on a Product to be saved as a negative number, which could cause unexpected behaviour when quoting.

Document Templates: Fixed a bug where the Text Template field on the Document Template entity could be edited when it should have been read-only.

Products: Fixed an issue where the tag selector could briefly flicker when clicking Configure while setting up a tag on a product item.

Klaviyo: Fixed an intermittent error when attempting to initially connect via OAuth.

Automation Workflows: Fixed a bug where changing versions via the Version History panel would cause the trigger to disappear from the workflow view.

Automation Workflows: Fixed a bug where modifying the report filters on a workflow could crash for some users.

Automation Workflows: Fixed a layout issue where the actions dropdown was rendered off-screen on smaller display resolutions, making it inaccessible.

Dashboards: Fixed a bug where data embedded inside KPI group tiles did not refresh correctly, causing stale information to be displayed on dashboards.

Reports: Fixed a layout issue where printing or saving a report to PDF from Chrome or Edge clipped the bottom of the page.

Reports: Fixed a bug where the 'All Data' filter on a Data Set report was silently removed on save, causing reports to return incorrect or incomplete data after being edited.

Reports: Fixed an issue where reports sorted by dropdown custom fields could display results in an inconsistent order.

Goals: Fixed an issue where quarterly and some half-yearly Goal targets could be assigned to the incorrect financial year for financial years starting in September, October or November.

Custom Fields: Fixed a UI issue where custom fields marked as required did not display the red star indicator, leaving users unaware that the field was mandatory.

Unleashed: Resolved an issue where Contacts synced through the two-way contact sync incorrectly continued to display the option to sync with Unleashed, despite already being matched and updated successfully. This was caused by the associated Account ID not being recorded correctly.

Quotes: Fixed an issue where Quote lines pasted into a quote could revert to standard pricing after a quantity change. Prices are now correctly marked as custom and retain their value when pasted Quote lines are updated.

Products: Fixed an issue where the tag selector could briefly flicker when clicking Configure while setting up a tag on a product item.

Reporting: Fixed an issue where the Last YTD Sales Value could display incorrect or missing values. The calculation now correctly uses the full previous YTD period.

Reports: Fixed an issue that could prevent users without delete permissions from resetting a private report version back to the public version, resulting in a 403 error.

Reports: Selecting another user's version of a report now opens the report view rather than the create a new report screen.

Products: Imported Unit of Measure fields are now correctly displayed as read-only on the Product record page. Validation errors should no longer appear when viewing a product.

Goals: Closing the 'Add Goal' modal no longer closes the entire Goals screen. The modal is now a separate full-screen window with its navigation buttons in the footer and clearer step naming.

Save to CRM: Fixed a layout issue affecting the Create step of the Outlook Desktop and Web add-ins, ensuring drop-downs and text fields display correctly and allowing successful entry of new contact details.

Tasks: Fixed a bug that prevented profiles with exactly 51 users from assigning tasks to the 51st user.

Activity Notepad: Fixed a bug where an error in the Task Assigned To field could cause the notepad to become stuck loading. The field now shows "Unassigned" when a user code no longer exists.

Enquiries: Fixed a bug where forwarded enquiry emails did not save to the CRM inbox.

Calendar: Fixed an issue that prevented ICS appointments from being sent.

Reporting: Fixed a bug where report editor previews did not include the correct report arguments when you edited an embedded report.

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.

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.

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.

Klaviyo: Fixed a bug where the Klaviyo integration incorrectly encoded email addresses that started and ended with single quote characters.

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.