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!
⥠Automation Workflows â Enhanced Send Email Action
The Send Email action has been enhanced, giving you more flexibility over how emails are created and sent as part of your automated processes.
What's new?
The Send Email step now supports two options:
Use Template - Select an existing email template and specify the recipient address.
Write From Scratch - Create a custom email by writing the content yourself. You can define the subject, body, sender, recipients and CC addresses. The subject can be entered directly on the workflow card, with additional email settings available through the configuration panel.
Key benefits
Automate customer communications - Use templates for common customer-facing processes such as quote chasing, order updates, etc.
Notify internal CRM users without creating templates - Quickly send emails to salespeople, account managers and other CRM users when important changes occur, without the overhead of creating and maintaining a dedicated email template.
Greater flexibility - Mix and match template-based and custom emails within your workflows, choosing the approach that best suits each scenario.
⥠Enquiry Web Forms: file and image uploads
Enquiry Web Forms now support file and image uploads, making it easier for prospects and customers to submit supporting information as part of their enquiry. Uploaded files are stored automatically against the Enquiry record in the CRM.
Supported file types include:
Documents, for example DOC, DOCX, TXT and PDF.
Images, for example JPG, PNG, GIF, BMP, WebP and HEIC.
Audio and video files, for example MP3, WAV, AIF, MP4, MOV and WMV.
Email files, for example MSG and EML.
Compressed archive files, for example ZIP.
đ Note: You can upload up to 10 files per enquiry, with a maximum file size of 10 MB per file.
Prospects can submit supporting documents, images, quotations, receipts and other relevant files alongside their enquiry, giving you richer information from the outset. These files carry across automatically if the enquiry is converted to another CRM record, keeping everything linked to the customer journey.
đȘ Other Enhancements
Integrations - Our new integration with Tugger will help you connect your CRM data to reporting (e.g. Power BI, Tableau, Excel) and AI tools (e.g. ChatGPT, Claude, and Gemini), enabling advanced analytics, natural language querying, and cross-platform insights by combining CRM data with systems including Xero, Unleashed, QuickBooks, Klaviyo, and more.
Products - Added the ability to bulk update product restrictions for customers.
Reporting - Improved the flow when starting a new Report while one is already in progress, offering clear Continue, Discard and Cancel options to prevent accidental loss of work.
Reporting - Enabled reporting on relationships linked to Company Groups, providing deeper visibility of group-level relationships.
Dashboards â Entities with arguments, such as searches, can now be added to dashboards, broadening the range of data customers can surface at a glance.
Automation Workflows - Renamed the workflow "Type" to "Trigger" when creating a new workflow, making the terminology clearer to users.
Quote-to-Order Workflow - The "Decline" step now supports a configurable reason dropdown alongside the free-text box, giving more consistent, reportable decline reasons.
Quotes - The salesperson is now auto-populated based on the user creating the quote, saving a manual step and improving data accuracy.
Database - Added Unicode UTF-8 support to all fields in the CRM database, improving handling of international characters across the platform. This feature will be rolled out to customers slowly over the coming months.
đ Bug Fixes
Calendar - Fixed an issue that prevented ICS appointments from being sent.
Reporting - Report editor previews now include the correct report arguments when editing an embedded report.
Enquiries - Fixed a bug where previously forwarded enquiry emails to the CRM inbox failed to save.
Tasks - Fixed a bug where profiles with exactly 51 users were unable to assign tasks, to the 51st user.
Activity Notepad - Fixed a bug where the notepad could become stuck loading due to an error in the Task Assigned To field, now showing "Unassigned" when a user code no longer exists.