🏷️ Updated Parent Selector UX

The parent selector sounds like something users might not use too often, but that couldn't be further from the truth. While it is used for features like "change parent", it's also used to set the parent record in many other areas of the CRM. For instance, if a user creates a new Opportunity from the Global Create button, they'll need to select the parent Contact or Company for that opportunity.

In this release, the parent selector has had a significant redevelopment. Instead of a "pencil icon" that loads a search window, the parent selector now offers a much more user-friendly dropdown. This dropdown initially suggests recent records (it's pretty common to be creating an opportunity for a Company you've just been looking at), and if those recent suggestions aren't valid, then the user can quickly search for a record by name. You can also create new records from the drop-down directly where appropriate.

💳 Card Payments via Quote-to-Order Workflow

For anyone taking card payments, this new feature (when combined with the previously released features around order approval and the Customer Portal) will massively increase the efficiency of your Quote-to-Order Workflow.

Not only that, but your customers will also benefit from an enhanced and seamless experience. There's no doubt that customers will prefer entering their card details online than having to give their card details of the phone. Entering these details online is more secure, and less of an interruption than a phone call chasing for card details.

So, once Stripe integration has been configured, you will be able to specify Stripe as the expected payment method on a Quote. There's even an option to default this if you expect all or most Quotes to be paid by card. After that, send the Quote to the customer for authorisation through the Customer Portal, and they will be prompted for payment before the order is approved.

📄 Automatically Add Product Spec Sheets & Other Library Documents to your Quote

When generating a quotation (either via email or Word/PDF) you can now automatically include a table of library files to include. You can already link library files, but this new feature automatically generates a list of relevant library files that are related to the products on the Quote. So, for example, if you store your product spec sheets or health and safety information in the Library, make those files public and link them to the relevant products, then any customer receiving a Quote for those products will automatically receive links to the relevant product specifications, health and safety data sheets etc.

✏️ Greater Control Over who can Edit Notes in Activity Feed

We've added new settings that provide greater control over who can and cannot edit the notes in Activity Feed. In particular, there's a new setting that allows users to edit their own entries, and even restrict that to only editing their notes for up to 10 minutes after they're made (so the user can correct a typo they spot immediately after adding a note, but cannot change the history of what happened last month!).

Just search the settings for "Activity and Note Editing" and choose the option that best suits your team.

🐛 Other Fixes & Updates

  • Unleashed and QuickBooks Commerce (TradeGecko) image imports will now be enabled automatically (if images haven't already been set in the CRM)

  • Updated title and added a new back button to Report creation screen

  • Sales ledger field now available on business contact creation screen

  • Added a system option to send DEAR Inventory orders through as Draft

  • Added a system option to send DEAR Inventory orders through as Advanced or Simple Sale Type

  • Updated data importer to explicitly guide the user to use a correctly formatted spreadsheet

  • Prevented bulk change parent for B2C records

  • Added default Activity types for emails if they were missing

  • Fixed sales transaction cost price not populating for some ERP systems

  • Added support for Unleashed Sales Shipment information

  • Added additional contact information when creating a customer in Unleashed

  • The signup database will now attempt to put the user’s country to the top of the country list

  • The system will no longer let users remove the entity filter when viewing a Report on that entity detail screen

  • Improved demo/sample data deletion

  • Updated the searching function to improve performance when searching for single letters

  • Updated available stock calculations to help prevent deadlocks

  • Made model account mandatory for on-premise Accounting Systems

  • Fixed a rounding issue with Sage discounts

  • Fixed order dates posting into Xero with the wrong timezone

  • Fixed an issue that caused the user dropdown to sometimes disappear on the Dashboards

  • Fixed a bug that would cause accounts to become locked if their email address casing in Microsoft's Active Directory did not match the case of that email address in the CRM

  • Fixed bug that caused the create option to appear twice in the sales ledger drop-down

  • Fixed bug with Unleashed product creation if a “.” appears in the product code

  • Fixed bulk update crashing sometimes when run from a search report

  • Updated Prospect packs to ignore the accounting system allow split flag, added our own split flag to the packs themselves

  • Fixed a bug where closing a lead with a negative status would cancel already confirmed Quotes

  • Fixed a bug that prevented delivery charges with a value greater than 9,999 being added to a Quote

  • Hidden the quote line due date field by default (because most Inventory Management systems don't have support for order due dates by line)

  • Changed Account Manager to be set at Company level by default

  • Improved messaging on the Magic Matrix build awareness window if not all companies have a contact and therefore cannot be added to a campaign

  • Fixed some bugs that caused data inconsistencies between the Magic Matrix categorisation and data displayed on a node

  • The branding logo merge field now returns a blank string rather than a broken image if no logo is present

  • The 'Clear Task' button on the Task window is now disabled with a tooltip if the task cannot be cleared, rather than simply being hidden and causing potential user confusion

  • Unused custom dictionaries will be removed during the upgrade

  • Rephrased the “embedded images” message to reflect that embedded images are now supported for newly saved messages

  • Removed “At a Glance” panels from report group screens

  • The “Search” tab is now show by default in the report groups screen

  • Attempting to navigate to a report via a report group link will now redirect to the Report itself

  • Upgraded the version of our WYSIWYG editor to reduce unnecessary HTML being generated when copying from Word or Outlook

  • Fixed a bug that prevented the Company from being assigned sales ledgers created while confirming a Quote

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