๐Ÿ“š QuickBooks Online MVP Publicly Available

QuickBooks Online (not to be confused with QuickBooks Commerce) is now available as a primary accounting system connection. As with all new integrations, we'll be taking feedback and making improvements in future versions.

๐Ÿ“… Update existing CRM records with the Data Importer

Previously the Data Importer could be used to import entirely new records, but wasn't able to update existing records in the CRM. But, in this update the Data Importer can also be used to export and update CRM Company Group, Company & Contact records. This feature is accessed via the report menu with a new "Update via Excel" option. This option only appears on reports of the relevant entities. This allows you to download an Excel spreadsheet of the records included in that Report, amend the data, and then upload the spreadsheet to modify those records.

๐Ÿ› Other Fixes & Updates

  • Added the ability to preview and download automatic document attachments

  • Added the ability to specify the filename used when a document template is attached to an email

  • Changed the default address handling to not remove empty lines (to better match cloud system addresses)

  • Updated appointments generation to allow the organiser to accept the appointment into their calendar too

  • Fixed GatorMail 'Email Marketing Status' not updating in the UI

  • Added business logic to prevent combined Opportunity-Quotes from being split apart via bulk update

  • Fixed a bug in with the Unleashed integration that prevented the ledger display description from being updated

  • Fixed a bug that prevented quote prices from being recalculated when changing from a foreign currency back to home currency

  • Fixed a missing deleted flag check on the RFM segment stats view

  • Updated required fields to display on creation for inherited entities (such as SalesOrder)

  • Upsell items now have an โ€œUnlinkโ€ button on the quote line detail slideover

  • Images embedded in the Notepad can now be opened in a lightbox by clicking on them

  • Updated Report filters for pricelist to dynamically display pricelist names when appropriate

  • Fixed a bug that prevented the email window from being closed if you removed an attachment while it was still uploading

  • Fixed customisation handling bug that prevented certain customisations from being copied between dictionaries

  • System options have been updated to perform a full re-import of the given data set where appropriate (for example, changing the product image options to get images from your Inventory Management system will now automatically trigger a full products import, so that images are then imported for all products)

  • Margin value and % have been added to sales trans and product cubes

  • Added a page showing band prices for Exchequer products

  • Updated the _QUOTE template to fix styling and include embedded fonts

  • Added total margin % to the quote header analysis page

  • Updated B2C detection on accounts imports to remove spaces and lowercase when comparing company names to contact names

  • The Magic Matrix refresh button now recalculates matrix data prior to reloading the data

  • Fixed the sales ledger button on the dropdown going to the default Division rather than the current Division

  • Improved styling and behaviour of the Welcome screen

  • Fixed a crash when confirming a dear inventory order with a large number of products

  • Improved the security of embedded resources when displayed via the CRM

  • Fixed a bug that could cause list entities to be created with a blank primary key

  • Fixed a bug that caused two sets of scrollbars to appear on small resolutions

  • Fixed a crash when attempting to set the delivery method for a Quote when no delivery methods are found

  • Updated Unleashed integration to map address line 5 to โ€œRegionโ€

Did this answer your question?