🧙‍♂️ Magic Matrix (Private Preview) Improvements

We’ve continued to work on the all new Magic Matrix set of features. We've created an initial Magic Matrix Dashboard in this version which shows a few of the tiles we’re planning on including in the final version. We’ve also updated the UI for matrix category selection and added a configuration list for specifying custom matrix categories (if the categories that are set up in your Inventory Management system aren't ideal for using in the Magic Matrix analysis).

This feature is still in private preview, meaning that most of you won't have seen anything yet. But, we're slowly increasing the number of customers in the preview programme, so if you are keen to try it, and give us your feedback, please contact us to arrange a demo.

🖼️ Support for logos in company branding settings

We’ve updated the operating company branding system to fully support logos.

This logo then automatically appears in the Customer Portal (if you're using the Quote-to-Order Workflow). Just upload the logo to the branding system and no need to do anything else.

The same logo can then also be used as a merge field in your Word document templates or email templates (including in HTML email quotes). Just use the merge code: {Branding.Logo} (or select this as a merge field from the fields when using the email template editor).

🔢 Improved (and automatic) handling of decimal places

Lots of Inventory Management and ERP systems allow for 2, 3, 4 or more decimal places in prices and quantity fields. But, that doesn't mean you always want to use all those decimal places. In fact, we know that most users want to enter and display quantities without decimal places (e.g. a quantity of 5, not 5.0000), and prices to two decimal places (e.g. $5.95 and not $5.9500).

So, by default, this is what the CRM now does. When you're building a quotation, the CRM only displays the extra decimal places if they're being used. Otherwise, it defaults to showing a simpler screen and generating simpler quotation documents for your customers.

For inputting quotation data via the CRM user interface, there's a new system option called "simple quote inputs" which is set to 'On' by default. When enabled, excess decimal places will only be shown if they're significant (and supported by your Inventory Management, Accounting or ERP system). This means you’ll no longer see prices and quantities as 0.0000 when using Unleashed just because it theoretically supports 4 decimals.

In addition, we’ve also updated the Word quote table configuration to allow you to specify how many decimal places the various price fields should show to, on a field-by-field basis. By default, these are set to null, which will cause the system to automatically calculate the largest number of significant decimal places used in that column (for the current quotation) and then display all rows with that number of decimals - meaning customers get simple but consistent quotes. Your customers will see all currency values neatly aligned with a consistent number of decimals - but without loads of unnecessary zeros at the end - perfect!

🛍️ Delivery method & delivery notes support for Unleashed

On a sales order in Unleashed, there are two fields for Delivery Method and Delivery Notes.

  • Delivery Notes in Unleashed is now populated from the CRM's Delivery Notes fields, found in the Address page on a Quote. (Note, previously, the CRM Delivery Notes fields were populated into the Unleashed's Comments field - this is no longer the case).

  • There's also now a new field in the CRM that allows you to select the "Delivery Method" on a CRM Quote or order, which will be pushed through to Unleashed when the order is confirmed.

But, if you're looking for greater automation, it's also possible to configure the CRM so that specific Unleashed Delivery Methods are mapped to CRM delivery charges. Doing this will cause the Delivery Method field to be automatically set based on the CRM delivery charge.

🐛 Other Fixes & Improvements

  • Custom drop-down fields are now much easier to work with in the Filters bar when used to filter a Report

  • Quote ID and Quote Description are now included in the information sent with a CRM Stripe payment, making it easier to tie a Stripe payment to a specific order or Quote

  • Updated Company Group and Company icons

  • Emails sent from Quotes under Opportunities will now show in the Opportunity Activity feed

  • Added First Order Date, Last Order Date and Order Count fields to the RFM Dashboard drilldown report

  • Added equipment selection component to Problems

  • The customer auto-lapse feature can now un-lapse customers when they place an order

  • Added support for the sequence field on the Upsell UI

  • Added a specific tax procedure for DEAR Inventory that better matches how that system handles tax

  • Added a currency symbol to the “Last Order Value” field in sales ledger stats

  • Fixed a race condition with the currency selection on the Quote creation screen

  • Fixed an issue that caused the Customise button to be truncated if the name of a page was more than a certain length

  • Fixed quarantine record approval crash on document records

  • Fixed a bug that caused some Report date filters to increment by 1 day when the Filter panel was opened

  • Clarified the text on the Mailchimp system setting to better describe how Contacts are synchronised

  • Fixed a bug that allowed users to specify blank translations for fields that required a translation

  • Fixed drop-downs capturing the ESC key even if they were closed

  • Fixed Unleashed tax import always explicitly setting the default tax rate

  • Fixed translations on the new record screen to say “Company Name” instead of “Company Group Name”

  • Tided translations for custom field tables in the Report Builder so that (for example) "Company Xtra" is now called "Company Custom fields" etc.

  • Tidied text that variously referred to "online" or "site" to consistently refer to "Portal"

  • Tidied field names that variously referred to "current x" (e.g. "Current Status") to not say "Current" - which is just unnecessary and breaks the alphabetical sequence (e.g. so that field is now just called "Status")

  • Tidied currency fields to be just "Currency" instead of "Foreign Currency" (where the word "Foreign" is unnecessary and breaks the alphabetical sequencing of fields)

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