Update Fields Action – Workflows can now automatically update fields on the triggering record. Simply select the fields you want to update and specify either a fixed value or a dynamic value using the existing field insertion functionality.

Reduce manual updates – Automate repetitive data changes that previously required user intervention.

Improve data consistency – Keep records up to date automatically as they move through your processes. For example, automatically align an Opportunity owner with the relevant salesperson.

New Report Creation - streamlined the report creation experience by removing unnecessary header actions, improving on-screen guidance and descriptions, and resolving a number of minor UI/UX inconsistencies.

Email Templates - newly created email templates now open directly in edit mode, removing unnecessary extra clicks before a user can start writing.

Products - customers can now bulk delete Product Attribute assignments directly from a report, making it much quicker to tidy up and maintain large attribute sets.

Dimensions - Sales Order numbers can now be searched without their leading zeros, so users can find the Order they expect without matching the exact format.

Dimensions - Quotes now have an order type dropdown (Order, Estimate, Pro Forma, Credit Note, Progress Claim), restoring functionality from the legacy V6 flow for how a confirmed Quote is sent to Dimensions.

VAT numbers - spaces and invalid characters are now stripped automatically (including on paste), fixing an issue where UK VAT numbers were truncated to the first 11 characters.

Removed all header buttons except Help (?) and Close (x), reducing clutter and keeping users focused on the task.

Fixed a bug where the “Show count” Kanban column summary checkbox did not appear in the Grouping and Summary view 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 was named incorrectly on the Configure Report Tile pop-up.

Fixed a bug where email notifications for missing orders were not being received.

Fixed a bug where updating a Job Description in Evo could remove the corresponding Job Description in the CRM.

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 the task was created by an automation workflow.

Fixed a bug where the Quote Chase workflow's task-creation step failed to set the parent record on the created task.

Fixed a bug that allowed users to change the selected report mid-way through the report creation stepper, leading to an inconsistent state.

Fixed a bug where system-created reports showed no “creator” when searching for report templates.

Fixed a bug that was preventing task assignments on profiles with more than 50 users.

Fixed a bug where custom fields could be added but not properly configured via the Data Importer.

Fixed a bug where a "Based on Quote" restriction incorrectly raised a product-restriction error for deleted lines when it should have been ignored.

Fixed a bug where the report editor had no maximum height when editing an embedded report within a record, causing layout issues.

Fixed a bug where Kanban cards on a report tile failed to load.

Fixed a bug where the report editor preview did not include report arguments when editing an embedded report.