This release was mainly focused on tidying up bits of functionality and a range of small fixes, rather than new feature releases.
New Opportunity Pipeline Objectives
We all know that in Wholesale & Distribution, 90% of our growth success is driven through avoiding a "leaky bucket" (losing existing revenue as fast as you win new customers) and by maximising the lifetime value of all existing customers. To help with that, we've added two new, very specific pipeline objectives:
Creating a specific pipeline for managing the onboarding process can help your team to manage the process of getting new customers properly set up, moving smoothly from their first order to the fourth and buying regularly.
A Reactivation pipeline will help you implement a structured approach to winning back customers that are churning or have churned.
🐛 Fixes & Smaller Updates
Support for QuickBooks Commerce price list currencies - the team at QuickBooks Commerce have helped us out with a speedy response to our request for help and have supplied a new API endpoint that allows our CRM to properly deal with their multi-currency price lists. Thanks guys!
Automatic stripping of HTML markup from Cin7 product descriptions allows Cin7 users to use a description entered into the Cin7 web description field, in CRM quotes (via both Word and Email templates) without the quote being messed up with erroneous HTML mark-up. So, if you've been struggling with <p> appearing in your CRM quotes, then this update is for you! If you use Cin7 and currently have this issue, please contact support so that we can arrange a product data refresh from Cin7.
Added customer name matching to identify B2C records during imports. Some inventory systems like QuickBooks Commerce have specific flags for B2C accounts, but many don't. So, to help CRM users differentiate (and even avoid creating CRM records for B2C customers if they're not required) we've added some extra logic that identifies imported accounts from Unleashed, DEAR Inventory, Cin7 etc. This identifies any accounts where the account name is identical to the contact name (firstname + space + lastname) and automatically recognises these as B2C.
Fixed an issue that would force customised-in sales ledger fields to become mandatory fields if there was no sales ledger associated with the current Division/Company record.
Fixed Problem Pipeline Status Report showing obsoleted entries.
Document Templates are now correctly filtered in the template selection list at Inventory level.
Fixed an issue that could cause the Mailchimp integration to fail if it encountered a Mailchimp Campaign with a type that the Mailchimp API considered to be an invalid type.
Fixed an issue with the purchase transaction cost price field using the incorrect number of decimal places in when the cost price had more than 2dp.
Improved drop-down behaviour to prevent erroneous selections caused with certain user behaviour when clicking into drop downs but not then selecting a value.
Fixed sequence of document templates pinned to the menu on quotations. These pinned templates now appear in alphabetical order.
Added a help link to the RFM Dashboard tile to provide users with a quick way to find explanations and actionable tips for RFM.
Renamed SIC (Standard Industry Classification) to just “Industry” in recognition of the fact that many users choose to use their own industry classification rather than an often too cumbersome ISO standard set.
Updated QuickBooks Commerce product import to automatically remove the variation name (or first part thereof) if it matches the product name. This is to avoid product descriptions such as "Oxford Brogues Size 12" displaying as "Oxford Brogues Oxford Brogues Size 12". If you use QBC and currently have this issue, please contact support so that we can arrange a product data refresh from QBC.
Added further robustness around DEAR Inventory Imports. These checks are intended to allow DEAR Inventory sales order import to resume after crashing, rather than having to restart from the beginning each time. This improves reliability, reduces the API usage and ensures data is available in a more timely fashion.
Added a "Change Password" button to the user profile screen to make it easier for users to find this feature.
Updated the delivery details confirmation pop-up so that it will never popup when generating a document against an already confirmed sales order (even when the "popup on sending quotation" option is checked).
Confirming an order will now create a mock sales order header record and instantly update the sales ledger statistics. Previously, sales orders headers were only created on the next import run (approx. every 15 minutes) and the sales ledger statistics were updated overnight. This new update will improve data accuracy and in particular means that customers who place an order via the CRM will now be immediately removed from the "missing orders" list on the account managers dashboard.