Please note: At ProspectSoft, we use Release Rings to systematically roll out new features to users in a way that minimises risk. This means that new updates aren't rolled out to every user on the day they're shipped. Instead, new versions are gradually delivered to a small percentage of customers each day within our specified Release Rings. Of course, if customers report issues with the new update, we can then pause the rollout while we investigate. So, if you can't see the newest updates yet, don't worry - you'll receive them in the next few weeks.
💬 Support for @mention of colleagues in the Activity Stream
You can now type @ followed by someone’s name to mention them in an Activity. By mentioning someone in the Activity, that user will receive an email notification with the details of the Activity and a link to open the relevant CRM record.
🏠 Updated Delivery Address Screen
The Quote address/delivery screen has been updated to make better use of the available space and to make it easier to select a specific address (either from a postcode lookup, the account's list of delivery addresses, or from a general CRM search).
🐛 Other Fixes & Updates
All quantity and price fields in the CRM have been updated to accommodate larger numbers and more decimal precision. This was previously only an issue in some edge cases (e.g. when using a combination of many decimals in the quantity and high decimal-precision on prices), but should now never overflow.
Cin7 product images are now imported and available for use in Quotations, etc.
You can now use the global create button to create a Quote under an Opportunity or under a Problem. Previously the global create Quote option would only create a quote with a Contact or Company as the parent.
The customiser now allows you to see a list of previous versions, and even restore, or roll-back to a previous set of customisations.
The Sales Transaction page on a Company has been updated for increased efficiency. For most users, the new page will show exactly the same data in a more efficient way, but unfortunately the ground-up rewrite of this logic means any customisations of this view will need to be re-created (custom field selection, sorts etc.) and resaved. For a small number of users (those using Advanced Ledgers and Invoice-To accounts) there will be a new page on any relevant Company showing the Invoice-To transactions separately.
Emails sent by the CRM, where they aren't triggered by a specific user, will now be sent with the email address of the first user in the user list instead of from email@example.com. This logic only applies where the email was triggered by an automated system (e.g. an automated order confirmation email) and where there's no specific override. This behaviour can be overridden by either specifying a 'From' address when setting up a specific template (e.g. setting a from address of firstname.lastname@example.org on the Order Confirmation template) or more globally overridden by setting the "Default Reply To Email Address" system option.
Profiling components (previously deprecated in favour of Tagging functionality) has now been removed from the default UI layouts.
The group title and window title have been merged on the Report detail view, saving screen space and reducing UI complexity.
The scrolling behaviour of Reports has been updated. If a Report is the only element on a page, it should now scroll horizontally and vertically in the same viewport. Report column titles also now stick to the top of the scrollable area, making long reports easier to read, especially on a slightly smaller screen.
'My Reports' and 'Shared Reports' have been replaced with “Other Reports” and “All Reports”. "All Reports" let's the user find any Report, saved in any Report library (without having to know which Report library it was originally saved into!)
A shared/private icon has been added to the Report list in the group view to show whether Reports have been made public or are private to the author.
Added an automatic bandwidth test to help diagnose reported speed issues.
Fixed a missing Operating Company filter on the warehouse drop-downs.
Last engagement is now set on the Problem/Opportunity as well as the Company when using Save to CRM.
Added handling to try to prevent a race condition that would cause excessive data loading when viewing a detail (in rare circumstances).
Removed “Report Authoring” from the User permissions page as this setting is obsolete and no longer valid.
Fixed a bug that caused the purchase ledger button to navigate to the sales ledger page when not using Advanced Accounts.
Added CRM Inbox Address button to Opportunity and Quote records.
Fixed a bug that caused zero prices to be recalculated when pasting quote lines from a CSV file.
Email signatures can now be selected when sending an email from the global create button.
The maximum number of delivery addresses imported from Unleashed against a single record has been increased to 500.
Resolved a bug that prevented some Contacts from being added to Campaigns from a Company Report.
Fixed a bug that prevented Reports with a large number of fields from being exported to Excel.
Fixed a bug that could cause a null reference exception when using the reset pricing bulk action.
Updated DEAR Inventory integration to use the system default payment terms instead of “30 days”.
Fixed a bug that prevented the creation of a sales ledger if no currency was specifically selected.
Updated image embedding in Word documents to support a wider variety of queries.
Fixed a bug that caused the cost value to be calculated against the wrong value on sales transaction lines.
Updated attribute filtering to perform an OR on multiple filters within the same attribute group.
Added some new fields to product groups to allow the URL and title of the group to be specified (for SEO purposes on CMS Sites) separately from the description
Fixed a bug that prevented obsoleted products from being set as obsolete in the CRM during the DEAR Inventory imports.
Quote line grouping now remembers the last used group settings.
It's no longer possible for customers to create CMS sites if they don't have any already - this must now be done with the assistance of a ProspectSoft Consultant. Those customers with at least one site can still create additional sites.
Removed all CMS related elements from the CRM UI by default. There's now a hidden system option to enable them (web features enabled) that is enabled during the upgrade if someone has had successful CMS logins in the past, or when a Consultant helps a customer to setup a site for the first time.
Maximise and minimise buttons have been removed from groups and dialog windows to de-clutter and simplify the UI.
Fixed an accidental rollback of the new customers Dashboard Report.
Updated RFM Analysis to ignore any orders with order dates more than 100 years in the past or future to prevent crashes caused by corrupted Exchequer data.
Fixed a bug that caused searching for a product via the add quote lines drop-down to return no results if you typed a single character, paused, then typed the rest of the term.
Fixed a bug that caused the Unleashed products import to import every product in the system if the first product in the database had been updated since upgrading to v79.
Fixed a bug that caused all ledger drop-downs on the advanced ledgers tab to show as required.