🗒️ New Notepad Activity Filtering

Several new activity filters have been added to help you find the correct notepad entries.

🔢 Data Importer Custom Fields

Custom fields are now included in the Data Importer templates and can be set when importing new records.

🛍️ Grouped Report Sorting & Styling Updates

It’s now possible to sort grouped Reports by aggregate values. We’ve also updated the styling of grouped Reports so that the values are lined up in neat columns.

🐛 Other Updates & Fixes

  • Improved product image loading and caching to reduce the number of requests

  • Added ability to select the Exchequer band price when creating quotations

  • Added fields for "replaces" and "replaced" by to equipment items. These are useful when a piece of equipment is swapped out or replaced.

  • Added “Share” button to mobile phone layouts

  • Removed customise button from mobile phone layouts

  • Added flag to exclude a given customer from the RFM Analysis (e.g. if one of your accounts represents your Amazon sales or your own direct-to-consumer retail outlet, then you probably won't want these included in your RFM and "missing orders" analysis.

  • Updated simple stock calculations to set date next available based on the next future purchase order (this feature was previously only available with advanced pricing)

  • Updated automatic user creation so that all users that are imported from Inventory Management, ERP or Accounting Systems are automatically set as Account Managers in the CRM. You can then modify them to set them as not account managers if necessary.

  • Purchase Order are now imported from Unleashed

  • Updated the “details” group on various records to include the entity type name (e.g. the details group on a Contact now says "Contact Details" instead of just "Details"). This will help new users to better understand the navigation and different record types.

  • Updated Cin7 order confirmation to set the Branch ID (warehouse)

  • Fixed a bug that would cause custom prices to be recalculated when copying a Quote

  • Fixed missing quick create buttons on entities

  • Updated "Convert to B2C" and "Convert to B2B" menu items to not require admin permissions

  • Updated internal order notification email to use the Contact name instead of delivery name

  • Fixed a bug that prevented the selection of email signatures if no default signature was set

  • Fixed an issue where the data import button on the new record screen would not work if another record was also open

  • Improved styling of the Quote-to-Order workflow "Approve" and "Reject" buttons in email templates

  • Updated the sales icon in the main navigation menu from a trolley to a dollar icon

  • Fixed several missing decimal shifts on the DEAR Inventory purchase order import

  • Fixed a bug where apostrophes in delivery addresses would cause errors during CMS Stripe payments

  • Updated Pegasus Opera sales transactions to correctly display the home currency symbol

  • Zapier updated to show all entities

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