Please note: 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.
⚽ Goals Feature (Initial Prototype)
This version includes an initial prototype of our new Goals feature (hidden behind a Preview flag for now). This very early version only has one type of goal and very little in the way of performance analysis...but obviously we'll be taking feedback and expanding on this functionality as we build out our full Goals feature.
We're pretty excited about this new feature. Unlike every other CRM, our deep ERP/Inventory Management/Accounts integration gives us access to detailed sales results that other CRMs simply can't use. Over time, we'll add more traditional CRM metrics (things like calls made, Opportunities generated, accounts opened etc.) but for now, we're building unique sales revenue vs. target goals.
So, this first prototype allows you to set sales goals for each Account Manager, and/or set sales goals per customer. Whether you set goals by Account Manager or by Customer will very much depend on whether you have lots of small customers or a few much larger ones. Whilst this version doesn't include any Dashboard components or any extensive analysis, it does allow you to review your sales vs. target in a simple performance graph.
🐛 Other Fixes & Enhancements
Where an order is taken via the CRM, with a Stripe payment via the CRM UI or via the automated Quote-to-Order Workflow and Customer Portal, we've enhanced the operational efficiency by ensuring that your Operations team know which orders have been pre-paid:
For Cin7 users, receipts are posted to Cin7 via the API
For DEAR Inventory users, receipts are posted into DEAR Inventory for "Simple Sales", however receipt posting for "Advanced Sales" is not currently possible due to a DEAR Inventory API bug. This has been logged with DEAR, and we're hopeful they'll fix their API shortly. In the meantime, it's possible to switch to using Simple Sales via the CRM settings.
Basic receipt recording has been implemented for Unleashed. Unleashed doesn't specifically manage receipts, so rather an posting a receipt transaction, the Order Comment field on an Unleashed order is now populated with the Stripe payment reference. You can then ship the goods from Unleashed with confidence, and then match the Stripe receipt to the invoice in Xero via your normal bank reconciliation process.
In the previous version, we optimised the Global Search by only searching the most commonly matched fields on each entity. But, based on feedback we've included a few extra fields in the initial search (before clicking "Search more fields"):
Postcode is now available as a searchable field by default in Company search
Company Name is now available as a searchable field on Contact searches etc.
When loading a given record (Company, Contact etc.), them the main "Details" page will now load first, and be displayed to the user while the list of additional pages still load. This improves the time-to-first-interaction, and increases perceived performance.
Replaced the standard entity drop-down with a new component to resolve some positioning and sizing issues.
It's no longer possible to change the integration from one ERP, Inventory or Accounting System to another via the UI once an initial integration has been configured. Doing so would previously appear to work fine but would create a number of problems. For example, the system would then have all the VAT codes from the first and second system all mixed up. It's still possible to migrate from one back-end system to another, but we now have a managed process for this. If you're considering migrating from one ERP/Inventory or Accounts system to another then please talk to our Customer Success team.
Katana MRP integration is now available in public preview.
Obsolete products and product groups now display a banner.
You can now specify the group that you want to save a Report in when you save it, or when performing a "Save As".
In the Report Builder, it's now possible to join sales transactions to the originating Quote/Order. Obviously, this only works where the transaction originated from a CRM Quote or CRM Order.
Fixed a performance bug causing the product price bands setup screens to make excessive queries.
Closing a document template without saving changes now displays a more relevant and clearer warning message.
Fixed a bug in the Customiser that prevented page/group translations from saving if they'd not been edited from their default value.
Fixed a bug in the Customiser that prevented new pages from displaying immediately after they were created.
Fixed a bug that caused navigation menu items to be renamed if the underlying Report was renamed.
Restructured the Bulk Actions bar to avoid unnecessary scrolling.
Fixed a crash that could happen if you group by a nullable field of a not nullable navigation property.
Fixed the Cin7 ledger balance being imported with the incorrect decimal places.
Added business logic to prevent the modification of system (-42) records.
Fixed the styling of text boxes to prevent them from being made larger than the visible area.
Improved the automatic naming of Excel export columns to handle duplicate column names.
Fixed a bug that prevented some data imports if your only Operating Company was not Operating Company "A".
Fixed a bug where notepad Company IDs would not be updated when deleting and moving children.
Fixed a bug where the Mailchimp “Disconnect” button would fail to stop the sync from running.
Fixed a crash that could happen when moving from a pipeline with a status detail to one without.
The “Import B2C records” setting is now visible and supported for QuickBooks Online.
Tightened controls on various edge-case security fixes following a security audit.
Fixed a bug with the Account Manger 12 Month Order tile adding the current month’s orders to the wrong month if there's no other data.
Added a system option that allows sales order headers to be automatically generated from invoices that have no associated order.
The Dashboard Leaderboards now look at Quote Salesperson instead of Opportunity Salesperson.
Payment Terms are now synced and can be set for DEAR Inventory and Unleashed.
Data import dedupe rules have been enhanced to allow ledger matching to fall back to name/postcode matching if no ledger is provided.
The Data Importer now has an optional dedupe rule to not dedupe Companies at all.
The Data Importer’s UI has been updated to make dedupe rules easier to understand and select.
Report list filters have been updated to rephrase the option with no filter selected to “Any” and nullable properties have had a [Not Set] option added to filter to records where the field is specifically null.
Various UI updates to the signup screens based on feedback.
OAuth integration support for Katana.
Various data sync fixes for Katana.
Added an “Are you sure you want to disconnect?” popup when disconnecting ERP/Inventory/Accounting Systems.
Rearranged the fields sort sequence in the Report Builder to improve UX.
Improved API server warm-up times.
Many of the figures on the Overview Dashboard are now cached to improve performance.
Some slow tiles have been removed from the Overview Dashboard to improve performance.