Release Notes: V71

See what features, functionality and fixes were shipped in Version 71 (May 2021).

Written by Martin Clark
Updated over a week ago

Please note: At ProspectSoft, we use Release Rings to systematically roll out new features to users in a way that minimises risk. This means that new updates aren't rolled out to every user on the day they're shipped. Instead, new versions are gradually delivered to a small percentage of customers each day within our specified Release Rings. Of course, if customers report issues with the new update, we can then pause the rollout while we investigate. So, if you can't see the newest updates yet, don't worry - you'll receive them in the next few weeks.

📧 Domain Configuration for SSO, DKIM & Email Sending

It's now possible for you to configure domains via a new, easier-to-use interface in the CRM system settings. This new interface also automates the process of registering the domain for DKIM.

Previously, this tool was available in the Admin Portal to send emails from your own domain via our new admin configuration window, accessible from the Settings Centre. This allows you to authorise us to send emails from you and configure Azure AD Authentication without assistance from our Support or Onboarding teams.

⏰ Default System Time Zone Setting

A new system option has been added to specify the system’s default time zone. Times are shown in the browser using the user’s local time but previously anything generated on our servers would use UTC. This system option let's you change that to a specific time zone that’s more relevant to your business.

💰 Cin7 Pricing Support

We've added support for Cin7 pricing, including both variants and products using the size matrix. We’ve also improved how size matrix products are displayed when confirmed into Cin7.

🐛 Other Updates & Fixes

  • Fixed search reports not correctly applying entity behaviour, such as Account Manager restrictions, bulk updates or send contacts to Campaign Activity

  • Updated and clarified the delivery charges system option

  • Fixed user code generation logic when users are created from cloud imports

  • Updated quote calculation triggers to make copy quote faster

  • Added indexes to Task/Recall queries to improve performance

  • Fixed "Change Parent" on Company not correctly assigning the Account Manager

  • Fixed an issue that prevented the metadata from correctly flagging certain entities as editable

  • Updated auto lapse logic to prevent immediate lapsing of newly created customers or customers with zero value orders

  • Fixed various issues with the handling of off peak and immediate actions in database management

  • Fixed the ability to queue off peak upgrades

  • Added special handling for “signing up” a second database via the Operations Portal to avoid duplicating billing documents

  • Several stability improvements for orchestrated integrations to handle common data issues

  • Fixed Tags which were sometimes not showing on combined Opportunity/Quotes

  • Added caching to oData pre-flight checks to reduce unnecessary traffic

  • Fixed Bulk Update on Problem records

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