Please note: We use Release Rings to systematically roll out new features to users in a way that minimises risk. This means that updates aren't rolled out to every user on the day they're shipped. Instead, they're gradually delivered to a small percentage of customers each day within specified Release Rings. Of course, if customers report issues with an update, we'll 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.
💰 Orders Included in Activity Feed
Orders now appear in the Activity feed with a link to view the order in the Inventory Management/ERP/Accounting system or the originating Quote if possible (from which you can then also link to the Inventory Management or ERP order). These orders will appear in the activity timeline at the point the order was taken in the Inventory Management/Accounting system or, if that system does not include a time element in the order date, then at the beginning of that day.
🔃 Product Attribute Sequencing
You can now set the sequence of product attributes (not to be confused with the simpler tags system). This will change the order in which they appear in the CRM and on the website. The product attributes component has also been added to the product details screen on the web tab as a standard component; but as with other eCommerce and CMS related features will only be available after turning on the CMS features. Note also that if you have an early preview of this component manually customised in, we'll need to remove this component prior to upgrade.
💲 Xero Balance & Overdue Fields now Imported
We're now importing and displaying the "Balance" and "Overdue" fields alongside other customer details from Xero, or Unleashed/Cin7/DEAR Inventory where Xero is connected as the Secondary Connection. These two fields are also available in Reports using the Sales Ledger entity. This is really useful for Sales teams in particular, as they no longer need to log in to Xero to check for this information.
🐛 Other Features & Updates
The "Quote Salesperson Cube" now recalculates every 15 minutes allowing the Salesperson Leaderboard to be refreshed throughout the day.
A system option has been added that allows Last Names to be optional. By default Last Names are mandatory and users are required to fill in this field. This new option allows this field to be left blank. However this option should be used with caution as there could be knock-on impacts for custom reports, filters, processes or bespoke code. Currently, this is disabled by default, and can only be enabled by the CRM Support team as it continues to go through testing.
Updated document templates to better support Unicode characters.
The filename is now displayed on the detail form for CRM Library files to make it clear that this filename value is distinct from the file name or description.
The cash account flag is now editable on ledgers making it easier to define certain accounts as being non-customer-specific (e.g. cash accounts used to account for sales on a trade counter, or credit card sales via eCommerce etc). Setting this flag on cash accounts can improve the data and analysis within the CRM for cash customers.
Exchequer ledger creation processes now checks that there is no duplicate ledger ID among both sales ledgers and purchase ledgers. Previously it was just checking sales ledgers for duplicates.
Quote-to-Order Workflow buttons can now be added to PDF quotation documents, not just to the covering email.
The CMS product item list plugin now skips price calculations if special prices are not shown.
The CMS product item list plugin now has a mode to only show special prices if the user is logged in this can speed up page generation times for site visitors who are browsing without logging in.
Fixed a bug where the CMS product item list plugin wasn't always correctly converting list prices to the appropriate foreign currency.
Contact name is now set when creating DEAR Inventory sales orders.
Updated the terminology “VAT” to “Tax” in the default Quote table outputs.
Fixed a bug that caused the “no parent” banner to appear on records that had a parent but didn't have a Company assigned.
Fixed a bug where encountering an error while attaching files to an email would prevent the attachments window from closing.
Fixed a bug that caused default fields to be reselected when going back to the field selection screen in the Report Builder.
Updated the Contract Report on Company to include Contract ID so that Contracts without a description are still accessible.
Fixed a bug that caused duplicate sales transaction lines to appear for Companies that were assigned both cash accounts and normal accounts.
Fixed a bug that caused multiple ledgers to be assigned to a Company when changing the assigned ledger while using simple ledgers mode.
Fixed a bug with the default filter on the yearly revenue tile being filtered to the month instead of the year.
Fixed a display bug where campaign cost values were incorrectly decimal shifted in global search results.
Last Activity is now updated when saving an email against a Opportunity or Quote with a Opportunity parent.
Fixed a bug where quote default values would fail to copy from the parent opportunity if opportunity fields had been customised into the Quote view.
Fixed an issue in Cin7 where deleted pricelists were not removed from CRM.
Fixed a bug where filtering the Activity list by tag would not show tasks with that tag.
Fixed a bug with foreign currency filters filtering by operating company instead of currency code.
Fixed a bug where sales ledger stats would not update if there were no rows for the current year.
Fixed an infinite loop caused by duplicate attribute names in the attribute component.
Fixed a bug where the Goals graph would display multiple values for “March” due to daylight savings.
Removed the now deprecated Profiling entities from the list of reportable entities and fields.
Added a min/max date for equipment commission/decommissioned fields.
Fixed a bug that would cause the parent selector to close the slideover without saving changes.
Fixed a UI glitch with the alignment of the address search button.
Fixed some issues with the user details screen where read only fields were displayed incorrectly.
The CRM domain is now collected by app insights to make it easier to monitor Microsoft Front Door performance.
Improved the efficiency of notepad queries by running them in parallel.
Fixed a bug where the email verification link could be broken by Google Analytics tracking in some browsers.
Fixed a crash caused by searching for a term containing a single speech mark.