💸 Update CRM Pricing Data via Excel

It’s now possible to import updates to your Prospect Pricing via an Excel file in a similar way that the Contact/Company structure can be updated. Note: this is only available if you're using CRM-managed pricing. If your pricing is managed in your Inventory Management/ERP/Accounting system, then obviously you'll use whatever features that system provides.

⏰ New Date & Time Display Option

In your Reports, or any list-view in the CRM, you can now choose to show the time alongside the date in any date-time column. If you choose to show just the date (using any of the default, relative or actual date options) then the full date and time will still be available via the tooltip if you mouseover any date value.

🌍 New CMS & eCommerce Plugins

We've introduced two new CMS plugins. The first is an updated forms plugin that provides enhanced spam control with enhanced, server-side support for reCAPTCHA 3.

The second is an enhanced Delivery Charges plugin that uses the CRM delivery charges to calculate and offer delivery options during the checkout. This means you can now use the full array of delivery zones and related features on your eCommerce site, as well as ensuring that your customers will be quoted the same delivery charges whether they buy online or over the phone.

🐛 Other Updates & Fixes

  • The check that prevents Excel imports from taking too long has been updated to be more consistent and less stringent. Although, it's worth noting that we're currently building a new "Export to Excel" tool that will allow bigger Reports to be exported as well as providing greater user feedback as the data is generated. Look out for this in an upcoming release!

  • The CRM applies additional restrictions when users try to update API keys or Authorisation of the Inventory Management/ERP/Accounting system once the initial integration has been set up. This has been implemented to avoid inconsistent data scenarios that can be caused when, for example, tax codes have been imported from one system and try to apply to another. If you need to change your Inventory Management/ERP/Accounting system, just contact our Service Desk team who'll be able to advise you and ensure a clean migration to your new system.

  • Fixed an error where Stripe payments could stop working after a period of time.

  • When changing the quantity on a Quote line, the discounts are no longer automatically recalculated and reset if the discount or price has been manually overtyped. This behaviour is now consistent with the behaviour for recalculating the price field.

  • To prevent any risk of incomplete emails being sent out, it's no longer possible click "Send" on an email until all the attachments have been properly generated.

  • Fixed a bug that caused delivery charges to be discounted based on the customer's special pricing.

  • Fixed a bug that prevented Access Dimensions discounts from applying to quantities below 1 (e.g. for a quantity of 0.25).

  • Fixed a bug where the plugin-on-hold value (used to manage custom order processing or workflow logic) was copied when duplicating a Quote.

  • Fixed a bug where "Created By" was duplicated when duplicating a Quote (which caused the new Quote to incorrectly show the same "Created By" user as the original Quote).

  • Fixed a bug where Unleashed customer accounts couldn't be found when searching for the customer code.

  • Fixed a bug where it wasn't possible to edit records opened from a grouped search Report.

  • Fixed an alignment issue with the discount column in the Quote HTML table.

  • Fixed a console error that appeared when opening the customiser on a Contract Schedule.

  • Fixed a bug where the Product Group tree view could be loaded with the wrong Operating Company argument.

  • Fixed a bug where the mentions drop-down could become misaligned when filtering if it opened in a "dropped up" state.

  • Fixed Quote status being editable on confirmed Quotations.

  • Removed the editable toggle from the Quote status field on a Report (as editability is automatically disabled for this field anyway).

  • Fixed a bug that would continue trying to run Mailchimp integrations for expired Free Trials.

  • Improved the display of the user’s avatar image immediately after being updated.

  • Katana integration now support the automatic re-import of data sections when a new release requires or supports new data.

  • Fixed a crash that happened when searching for a product while creating one.

  • Fixed focus detection bugs around the note entry box and its toolbar items and the public/private note toggle.

  • Fixed the “this record cannot be edited” bar appearing incorrectly on the user screen.

  • Lazy loading has been added to the CMS responsive slider plugin to improve page load times.

  • The “deliver to” option has been given a UI setting.

  • The CRM release/version number is now shown to the user when accessing the help menu.

  • Improved the performance of Unleashed Invoice imports by excluding unnecessary serial number updates.

  • Redesigned the DEAR Inventory product family import to ensure that they're correctly updated when the attributes of a family member are updated.

  • The “generate order headers from invoices” system for Sage 50 now treats transactions with an order number of “00000000” as not having an order number and therefore being eligible for header creation.

  • Some styling fixes to the way Report names appear in the window title.

  • Mailchimp integration has been updated to use the email subject as the campaign title if the main campaign title is left blank.

  • A "Disconnect" button has been added to the Stripe configuration screen in the settings window.

  • The language selection on the user screen now correctly reflects the language of the user you are looking at, rather than your own language.

  • Stock calculation is now correctly performed when products are un-obsoleted, or when they're marked as stocked (after having previously set to non-stocked).

  • Converting a record from a B2C to a B2B record now creates a Single Company rather than a Company Group.

  • Fixed a bug where "Created By" would appear on custom field entities.

  • Improved the appearance of breadcrumbs on narrow displays.

  • You can now specify a separate email template for CMS order confirmation emails

  • Some performance improvements to the new lightweight API (in preview).

  • The lightweight API (preview) will now timeout request that take longer than 60 to complete.

  • Multi Line Order Entry “Recently Purchased” view will now use the invoice transaction date if the order date is null.

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