Please note: At ProspectSoft, 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.
📧 Email Sending Quota Limits
To increase security and help prevent the potential for bad actors to exploit the CRM to send spam emails, we've implemented email quotas. These are particularly stringent during free trials and for newly subscribed customers, but less so after having been a customer for a while, without incident. For all existing customers, these quotas have been set far in excess of normal CRM email usage - so we don’t expect legitimate customers to ever encounter these limits. However, we still wanted to let customers know that we continue to take steps to prevent spam and other exploits across our software.
📞 Configurable “Needs Engagement” Days
You can now set the number of days before a customer is listed as needing engagement. This affects the Dashboard tiles and can be configured via the System Settings option.
🐛 Other Fixes & Enhancements
Added “Customers who have not bought X” as a new standard Sales Report.
Added a “low stock” level to product items. The Prospect CMS/eCommerce platform will use this as the “low stock” level, falling back to the global value if it's not specifically set on each product.
Updated some Prospect CMS Product Plugin options based on feedback.
DEAR Inventory tracking numbers are now imported into a new DeliveryTrackingReferences field on Sales Order record.
Improved the performance of the Katana stock by warehouse import to prevent excessive messages being generated if no changes have been made.
Updated Katana token handling to prevent excessive requests against expired tokens.
Updated QuickBooks Online order confirmation to set the QuickBooks “UnitPrice” field on order lines.
Update the DKIM management screens to provide DNS entries to allow upgrading of DKIM entries to implement company-specific branded tracking URLs and to use a new SendGrid account (this "upgrade" is free of charge to all existing customers).
Improved the performance of some engagement email queries.
Improved the DKIM email sending endpoint.
Fixed a bug where the quote tax code would not be set on an Unleashed order if the tax value of every line is set to 0.
Added a timeout to batch jobs to prevent crashed jobs from clogging up the active job list.
Added a webhook for updating CMS quotes upon the completion of Stripe payments.
A welcome email has been added to the signup via Unleashed Marketplace, including a link to set/reset your password.
Fixed an issue where the sales transactions import could time out while calculating header data for a large number of transactions. This calculation is now done on the client prior to upload.
Fixed an error in the console when pasting images into a notepad entry.
Fixed a crash when adding product attributes as a custom field on product.
Fixed a bug where our internal record of a customer’s ERP system would reset to "Unknown" if they disconnected their Accounting System.
Fixed a bug where Report favourites could not be deleted by users without explicit delete rights.
Fixed a bug where Cin7 API keys wouldn't be validated on entry.
Fixed a bug where converting an Enquiry with a blank surname would result in “null” appearing in the Activity feed.
Removed the “Retry” button from orders that successfully went to the Accounting System but encountered an error afterwards (such as posting payment receipts). This will prevent the order being created multiple times.
Removed invalid system users from the DEAR Inventory sales rep list.
Fixed a bug that could cause documents to generate in the wrong language.
Fixed a bug that could caused editable drop-downs in Reports to appear in the wrong place if the Report was scrolled.
Fixed a bug that caused images pasted into notepad entries while editing to appear incorrectly.
Fixed a bug that caused images to be reuploaded when editing notepad entries.
Fixed some capitalisation inconsistencies in the system options.
Fixed a UI bug where the import errors table would not appear on small screens.
Fixed a bug where non-Admins were offered the ability to save barcode settings, but the request would fail due to lack of permissions.
Fixed an issue where the Opportunity Importer would fail to flag rows as invalid if they had neither a contact ID or email.
Fixed inconsistent formatting for the dates of orders in the Activity feed.
Fixed a UI glitch with the drop-down button on the paste quote lines window being misaligned.
Fixed an issue where filenames with spaces in them would fail to generate the correct links in the “file links” find and replace field.
Fixed a UI inconsistency with platform navigation menu collapsing.
Fixed a console error when selecting a sales ledger ID as an import field target.
Fixed UI errors for the lastupdated field on records that have been updated via automated scripts.
Fixed an inconsistency in the counting if zero value orders in the RFM that could cause RFM categories to be assigned for profiles that were listed as having no orders.
Fixed a bug where read-only rich text inputs could incorrectly null the value if added to a Report.
Fixed an issue where Enquiry Web Forms would fail to submit if a drop-down was marked as not required with no value set.
Fixed an issue where the Task list was incorrectly counting Tasks assigned at exactly midnight.
Fixed sales order creation window not using the ledger’s default warehouse when defaulting.
Fixed an issue where the cost price would be ignored when importing Quote lines.
Removed the broken and redundant “checkbox group” component from Enquiry Web Forms.
Fixed the text in the bulk image uploader incorrectly stating that products should match on SKU instead of product item ID.
Fixed a bug that prevented discount % from being respected when adding lines via the multi-line entry screen.
Fixed a bug that prevented upsell sequence from being set via the import.
Fixed a bug where the CRM would still show “waiting for your import to complete” on the Welcome screen - even if you'd entered incorrect API keys.
Fixed a bug that prevented the "Send Quote" button from using the Contact’s email address if Opportunity.ContactID had been customised onto the screen.
Updated the number of Campaign Activities shown in the drop-down to 250, and updated the drop-down to show the selected Campaign Activity even if it's been deleted.
Deleted Campaign Activities are no longer listed on a Contact’s Campaigns page.