⬆️ New Data Importer now in Public Preview

For a while now we've been working on a new Data Importer to make it easier to import additional Companies and Contacts. Until now, this has been in Private Preview and so has been hidden from most users. But, we and a few select customers have been trialling and refining it for some time now, and we're really excited to be bringing it to Public Preview in this release!

What does that mean?

Well, it's still in Preview - so still subject to a fair amount of change based on user feedback. But there are now links in the UI to let you find it, and with a bit of extra care, it's ready for you to have a go!

This new importer will let you import either new Companies and Contacts together (i.e. a marketing list of prospective customers), or import additional Contacts for existing Companies. You can access the new importer from the People & Places menu, or from a small link in the bottom left of the Contact creation window. Alternatively, go straight there with this link!

Visit our help articles to find out more about its features, and how to use the new Data Import tools.

✨ Company Branding

We’ve added the ability to specify a theme that matches your brand. In this first iteration, you can set the primary colour and accent colour to match your company branding.

What's this for?

In the V72 release notes, we started to introduce the Quote-to-Order Workflow automation, and explained how this includes the ability for customers to approve or reject a quotation via the new Customer Portal. Well, this branding theme is used to style the pages in the Customer Portal. In future updates, it'll be made available for use in styling your email templates and possibly even your Microsoft Word templates.

You'll also notice the option to upload a logo. This isn't currently used for anything, but will be used in the Customer Portal, as well as be available for use in Email templates and Word templates, hopefully in the next release.

The branding themes can be set per Operating Company (if you run more than one company in your CRM) and is available via the Operating Company screen within the Settings Centre.

⛵ Salesperson Field Added to Cin7 & Unleashed Customer Account Creation Windows

You can now specify the Salesperson that'll be assigned to a customer account when you create them in Unleashed or Cin7. This drop-down will only list users who already exist in those systems.

🛍️ Mandatory Customer Order References

There's now a system option that allows customer order references to be made mandatory across the system (and therefore required on every order that's taken). Or, alternatively, there's a new flag at Company level that's used to make customer order references required for each customer on a case-by-case basis. This affects both the CRM and the new Quote Authorisation Portal.

🐛 Other Fixes & Updates

  • The Global Search type-ahead will now recommend popular search terms based on searches made by other users as well as your own, making the searching even easier and faster

  • Fixed the inability to find Contacts if searching for an email address using text that's more than 20 characters long

  • Fixed WonOpportunitiesLast2Months Report not filtering correctly based on Opportunity Outcome

  • Fixed a situation where updates to the Opportunity Status and Status Detail fields would sometimes interrupt previous status updates and prevent the change from saving correctly

  • Activity history now has a direct link to the Division entity for use in building Reports

  • Fixed crash when creating a Quote under a Division when your delivery name option only used the Contact name

  • Updated tags component to show on detail records as well as Reports

  • Fixed “#” symbol in Sales Ledger names preventing the user from opening Reports from the Division Sales Analysis page

  • Fixed social links not being clickable in Reports

  • “Add to campaign” now works from Sales Ledger and RFM Stats Reports

  • Release notes and feature announcement tagging now includes the last 10 versions, fixing a situation where we had made announcements more relevant by tying them to a specific version, but then some users may have not received or were missing some release notes or feature announcements

  • Fixed inability to send Contacts to a Campaign from a Division Report

  • Fixed Data Importer requiring the Operating Company to be specified for sales ledger lookups even when only one Operating Company was configured

  • Added help article links to Data Importer

  • Fixed incorrect system users appearing in some Dashboard user drop-downs

  • Pipeline pie graphs no longer show deleted records

  • Contract schedule breadcrumbs no longer show an invalid element

  • Fixed case sensitivity issues with Office document type identification when users uploaded documents with a mixed-case .docx extension (e.g. .DocX)

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