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.
👨👩👦👦 Improved Relationship Reporting
The relationships table now has a direct link to the Company where applicable. This appears on the UI in the relationships tab and will also allow reporting from the relationships entity through to Companies. This will improve the information that users see on the standard screens, as well as improve the ability to write reports. Unfortunately however, due to the design of this structure, full reporting between the related entities is still not possible.
🤺 Katana Customer Creation
Our Katana integration now supports creating a Sales Ledger in our system which will push a new Customer into Katana.
⚡ New Lightweight API in Preview
This release includes the option to enable an experimental lightweight and faster OData API capable of handling around 60% of all queries. This has been a very complex project, so we're still trialling and improving it. When fully available, this new API should dramatically increase the speed of many queries within the CRM.
🐛 Other Updates & Fixes
A link has been added to the new parent selector to allow you to easily open the selected record.
Updated the "exclude B2C from RFM analysis" setting to also affect sales order cube data. The description of the option has been updated to reflect this.
The CRM Quote ID is now posted into Cin7 in the internal comments field.
Mailchimp integration will now record “Sent” events in the CRM when an email is sent to a recipient (as well as the previously recorded opens and clicks).
Updated drop-down filter components to use the new drop-down which should behave better when overlapping with the edge of the screen.
Fixed the Library list sorting so that it now sorts by filename rather than by ID.
Fixed pasting addresses in Firefox not working.
Fixed a bug where the email attachments window could not be closed if you attempted to upload an attachment with a duplicate name (i.e. a new file with the same name as an existing attachment).
The Quote memo field is now posted to the Comments field on an Unleashed Order.
The customer's Price tier is now displayed on the Company "integration page" (i.e. the page titled "Unleashed", "DEAR Inventory", etc.
The "B2C regular expression matching" system option has had its description improved to illustrate a wider range of common values.
B2C Contact name matching now only checks alphanumeric characters (i.e. any differences due to non-alpha characters will be ignored, the Company name and Contact name will still match and the record will be recognised as B2C).
Added a trigger to set the Cost Decimals in Sales Transactions based on the product if it isn't explicit in the source data.
Fixed a bug in QuickBooks Commerce where delivery addresses could be duplicated if they contained blank lines.
Fixed a bug that could cause the backgrounds of values in Quote tables to appear in the wrong colour.
Fixed various issues relating to interactions between upsell items and Quote Grouping.
Fixed missing permissions on the “Paid Flag” entity.
Fixed missing Product Manager permission on product authorisations.
Fixed missing permissions on product monthly cube.
Last updated timestamps will now be updated by on-premise ERP integrations.
Fixed Unleashed Sales Transaction imports sometimes using the wrong value for foreign currency lines.
Fixed an issue with inconsistent Word Quote table borders for group titles.
Fixed an issue where applying a group title style could cause Word table generation to crash.
Fixed an issue where the currency would not always set correctly when creating a Quote.
Fixed a bug where Quote creation would crash if certain elements were not present in the browser cache.
Fixed a bug where tax rates with more than 2 decimal places would be rounded incorrectly.
Added an explanation that Quote Status cannot be bulk updated.
Fixed a bug with cloud imports where newly added features would not correctly import all data when the new feature was activated by an upgrade.
Fixed a bug where the Cin7 pricelist would not be selected in the UI if the Cin7 API returned the pricelist with different casing from different endpoints.
Fixed a bug with Save to CRM that prevented searching alternative Contact records via email addresses.
Fixed a bug with change parent where changing to a Contact under the same company would still treat the Company ID as having changed.
Fixed Sales Ledger tax code showing a spinner if the Sales Ledger didn't exist.
Fixed a bug that prevented Unleashed orders from confirming if they contained an invalidated delivery charge.
Fixed Price Band pages showing if no ledger is assigned.
Fixed invalid custom Dashboard URLs showing the CRM in the iFrame.
Fixed a crash when trying to clear the selected parent of a Quote during creation.
Fixed a layout bug with the email signature editor window.
Fixed a bug where stock by warehouse would not calculate for product references over 50 characters.
Fixed the title of the equipment selection popup.
Fixed a UI glitch with the loading spinner on report rows in the slideover.
Fixed the customiser not always returning to the open window when exiting Preview mode.
Fixed a bug that prevented the sales transaction paid flag from being set to null.