Please note: We use Release Rings to systematically deliver new features 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.
✍ NEW: Enquiry Forms
You'll probably have seen our new Enquiry feature; allowing you to manage unqualified enquiries. Record, track and convert Enquiries into marketing Contacts, Opportunities and new customers.
In this release, we've added a new, related feature called Enquiry Forms. This allows you to quickly and easily create an embeddable form that you can add to your website to capture Enquiries from prospects and customers. These forms can be embedded in almost any website, whether you're using our CMS, or any other site builder. These forms are easy to create and easy to deploy - either with simple built-in styling or custom CSS styling. Once deployed these forms will automatically create Enquiries in the CRM for your team to review, qualify and promote to Opportunities.
Build as many forms as you need, from simple "Contact Us" and "Request a call" forms, to "Download our special report" etc.
🔑 Xero & Google SSO
We've made signing in to your CRM solution even easier and faster. Sign in to the CRM using your Xero or Google account (or Office 365 account). Just like with Office 365, this Single Sign On (SSO) solution will log you in automatically by matching on your email address.
Note: there’s currently no option to enforce SSO by domain for either of these new additional providers right now. Enforcing SSO is currently only available for Office 365 but we're looking at rolling this out for the other providers too.
🕴 Contact Assignment in the Quote-to-Order Workflow
We're super-excited by the number of customers that have benefited from the Quote-to-Order workflow optimisations we've been delivering over the last 6-12 months. And we've also been listening to the feedback from our users. So, this is a small but important enhancement to make that workflow smoother for users.
Previously, the “Send” button on a Quote was disabled if there was no parent Contact to send the Quote to. This button is now enabled in this scenario and will prompt the user to select a Contact as part of the flow, making it easier to resolve this and use the Quote-to-Order Workflow as designed.
💰 Setting a Minimum Quote/Order Margin
This was a popular request in our Feedback Portal and now we've delivered it! There's a new option (you need to turn this feature on) that allows you to set a minimum margin for Quote Lines, either warning the user when they try to confirm a Quote where there's at least one line that’s under this value. Or, if you prefer, you can actually prevent users from confirming an order that doesn't meet these rules.
To help users focus on Quote and Order margin, whether you use this new option or not, the total % margin value has also been added to the bottom of the Quote/Order lines summary with a link to the Margin Analysis tab.
🐛 Other Fixes & Enhancements
Product attributes can now be imported from Unleashed if the “Manage attributes in the ERP system” option is selected. Selecting this will disable the editing of attributes in the CRM and keep the product attributes synced from Unleashed. We'll be looking at syncing product attributes from other ERP/Inventory Management systems soon.
Product attributes are now shown on the Quote line slideover. So, if you've set up product attributes and add a Quote or Order line for that product, you can view the product attributes via the info button on the line. We'll be looking at adding more value with these attributes in due course, depending on user requests, feedback and votes in the Feedback Portal. For example, filtering the product search with attributes.
You can also now report on the product attributes. This data can be fairly substantial and complex, so we've created a new product attributes component appropriate for displaying this data in Reports. This component will display the details of attributes when hovered over.
If a Quote contains obsolete products, a warning symbol will now appear next to the SKU. Users will also be warned when trying to confirm a Quote that contains obsolete products.
We've updated the “OrderDate” on orders to be adjusted to the database’s timezone setting. This makes it easier to accurately report on all orders taken on a given day (and avoiding the situation where one person's 3am today is someone else's 11pm yesterday!).
Fixed a bug with OData lite crashing on expanded collection properties, such as Tags or Attributes.
Guttometer has been added as a bulk updatable field on Opportunities.
A Contact link has been added to Mailchimp activity Reports where the email address matches the primary email of a Contact in the system.
Updated QuickBooks integration to import "Accepted Estimates" as Sales Orders.
Updated the breadcrumbs UI to not display the breadcrumb trail if there are no possible ancestors. This simplifies the UI in some screens.
Updated User Management to automatically expand the current Workspace when opening a user’s permissions.
Dynamic address naming has been updated to work for systems with multiple Operating Companies, as long as all those Operating Companies use the same ERP.
The Cin7 price tier called “Cost” is no longer selectable in the pricetiers drop-down (as it's not a relevant price tier for selling scenarios).
Fixed a bug where User Management would prompt to save changes even when no changes had been made.
Fixed a bug where editing a record via the slideover would return the user to page 1 of the Report.
Fixed a bug where the wrong value was being imported for Unleashed customer special pricing in some scenarios.
Fixed a bug where grouping by some nullable navigation properties, such as Company priority on a Contact, would cause a crash.
Improved the way the Quote “Source” field would be handled on a combined Opportunity-Quote if it's made mandatory. It'll now correctly display the Opportunity Source field as "required" during creation.
Updated the failed order “Retry” button to always appear, even if the reason for the failure couldn't be obtained.
Fixed an issue with the domain configuration option appearing for users that don't have permission to access it.
Improved the behaviour of the “Pay” button on the Stripe payments tab. This button will now be disabled after being clicked once and will no longer retry automatically if the network drops during a payment. This should avoid some situations where payments could be made multiple times.
Fixed a bug where clicking on the scroll bar of a filter drop-down would close the filter panel.
Fixed a bug that caused the wrong avatars to appear in the public notes plugin.
Fixed a race condition that could cause CMS Sage Pay orders to get processed before the payment information was added to the order.
Fixed some deadlock issues around the searchcache flags on xtra records.
Updated the image upload UI to be clearer when product images are being managed by the Inventory Management/ERP system.
Fixed incorrect “Division” terminology in STCRM.
Fixed STCRM bug that allowed B2C placeholder Companies to be selected as save destinations.
Fixed a bug that allowed the Magic Matrix transaction age to be set to a negative value.
Fixed a UI glitch where the root entity name would disappear when adding fields from the field search on a Report.
Fixed a crash if a customer performed missing customer imports for two separate Operating Companies at the same time.
Fixed a crash during the maintenance routine designed to clean up data for renamed products that would occur if a product had been renamed multiple times in a row.
Fixed a bug where compound key filters that did not contain an Operating Company element would still display the Operating Company drop-down.
Fixed a bug where non resizable “icon” columns, such as the drag handle or edit buttons, could change size.
Fixed a bug where free users would be listed during the signup process as if they were paid users.
Improved handling of Sales Order imports where order numbers have been changed. Previous orders with a matching accounts_id will now be deleted if a new order number is found.
Improved keywords on the order statuses system option to make searching for it easier.
Updated the colour of the “converted” marker on an Enquiry to green to make it more obvious.
Updated name fields on the standard Enquiry Report to be linked to the Enquiry.
Fixed some minor crashes when getting the currency ISO code for orders in the notepad.
Removed legacy “default prefix” system options.
Renamed “SEO Page Name” to “URL Handle” and added tooltip help to clarify the purpose of the field.
“Custom admin tables” are now hidden in the Admin Portal if you have none already.
“Your domains” has been removed from the Admin Portal. These are now controlled via the CRM.
A banner has been added to the Admin Portal’s User Management section to encourage users to manage users in the CRM.