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Did you know...we've delivered almost 500 of your ideas, logged and voted on via the Ideas Portal? With several more in Preview and some of the most highly voted ideas currently planned or in development, we'll soon be delivering even more of your best ideas and contributions!
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 days or weeks.
🧾 New Sales Order Detail View
There's a new record view that shows a Sales Order record, imported from the ERP/Inventory Management system (or equivalent where there's no sales order, i.e. shows details of draft invoices in the case of Xero).
This new view gives basic information about the order or invoice as well as the associated product (or service) lines. Where the Order originated from a CRM Quote, there's also a hyperlink to open the originating Quote. However, the key benefit to this new view is that it will provide details of the Order (including product lines, prices etc.), even if the Order didn't originate as a CRM Quote.
So users will now see two separate pages (tabs) on the CRM customer record. The first is called "Quotes" which will list all the Quotes (whether confirmed to Order or not), web baskets, etc., as well as Orders processed through the CRM quoting interface. The second page, called "Orders" will list all orders, whether generated via the CRM or not.
Note: if the pages on your Company record have been customised with additional pages or pages moved up and down, then it's possible that this new Orders page will appear out of position and at the bottom of the list of pages. In this case you should ideally customise the Company view and move the Orders page to wherever you want it (probably immediately below the Quotes page).
📩 Get Notified for Failed (Bounced) Email Delivery
Users can now subscribe to (or unsubscribe from) notifications for bounced or failed emails sent via the CRM. This will inform you (via an email sent to your inbox) whenever a send failure event is received from mail delivery system for an email that you've sent. As with all delivery notifications, some bounces will be virtually instant, some could come a few minutes or hours later.
Note: All users are subscribed to this notification by default, but can opt out or change the delivery schedule from Instant (each failure notification is sent immediately it is detected) to Daily (a summary once per day), Weekly, Monthly, or a combination. Check out this article for more details.
📚 Add Library Attachments from Quote Lines
When sending an email from a Quote, the email attachments window allows you to browse and attach documents from the CRM Library. In this latest update, where documents are already associated with Products on the Quote, an additional option will show allowing you to browse those specific documents. This allows users to find the most relevant attachments more easily and faster - saving time and producing more informative customer Quotes!
🐛 Other Enhancements & Fixes
The email sending system has been overhauled to allow for dynamic branding. Access CRM subscribers will therefore now see emails (such as welcome and notification emails branded appropriately).
An “Empty State” view has been added to the list of quotes under an Opportunity, to encourage the user to convert to the Opportunity into a Quote (effectively then getting a single screen that includes the features of both an Opportunity and a Quote). Users can still opt to instead create sub-Quotes, but should only really do this where multiple Quotes are required, as this interface leaves the two entities in separate screens and creates a (typically) unnecessarily complex two-level interface.
Various banners and tooltips have also been added to encourage the user to convert Opportunities into Quotes if possible.
When confirming the only Quote under an Opportunity, the user will now be prompted to close the Opportunity at the same time.
Added an improved integration errors Report. This is a work in progress, and part of a wider project to improve the visibility and understanding of integration and automation error reporting across the CRM.
Added a “Company Type” field to the B2C > B2B conversion dialog, allowing users to more easily set the Company Type when performing this conversion.
A system option has been added to recalculate RFM by delivery address values. RFM by delivery address is still in preview, so if you think you'd benefit from this and want to know more please contact your CSM (Customer Success Manager) via the in-app chat.
If RFM by delivery address is enabled, converting a delivery address into a Company will automatically move relevant sales history to the new sub-company (within the Company Group).
Zero value orders will no longer count in the Missing Orders calculation.
When uploading product data via Excel, the product reference will be automatically changed into the correct case during the validation stage of the import.
Order confirmation emails will attempt to send from the Ordered-By user if no other user is specified.
Users can no longer remove component (system) columns from Reports. This change has been made as these system columns can be important to the functioning of a Report and cannot be easily re-added if removed!
Efficiency improvements have been made to the API warming process that should reduce any slowness during recycles, scaling out, and maintenance activity.
System options have been moved to the OData Lite API to improve performance.
Added the ability to sequence product attributes.
Fixed some situations where user avatars were being served from an old domain.
Fixed “cancel quotes on neutral” not behaving as expected.
Fixed Kanban reports showing obsolete statuses.
Fixed text error in domain verification screen.
Fixed a second scrollbar sometimes appearing in the Task list view.
Fixed an issue where data import timeouts would report the Excel file being invalid.
Fixed a bug where removing a product as a variation failed to clear all related data.
Fixed the Company Type on the Global Search not using the translated description.
Fixed a crash when uploading product images to products with a dot at the end of the Product SKU.
Fixed an issue where the search term for the Company part of a combined Single Company record would not update when the Company's term updates.
Fixed a crash with the CMS eCommerce product groups plugin attempting to store too much data in localstorage.
Fixed a bug with the document template drop-down appearing in the wrong place on a screen with a small resolution.
Fixed a bug where the Leaderboard tile would show zero value for the current month when viewed on the first of the month for some timezones.
Fixed a bug where Unleashed equipment creation would sometimes only run for the first page of products.
Fixed a bug where the Mailchimp contact limit would not recalculate before being re-checked.
Fixed a bug where the Cin7 Core sales rep drop-down was not ordered by name.
Fixed a bug where the Cin7 Omni order confirmation would fail if the ledger email address was blank.
Fixed a bug where notepad reports added as dashboards would fail to open the correct record when child record links were clicked.
Fixed a crash when attempting to convert a Contact to B2C when two-way sync was enabled.
Fixed a crash when attempting to send an appointment to yourself only.
Fixed a bug where the report Kanban mode would crash if enabled on a Report with multiple levels of grouping.
Fixed a bug where Sage 50 sales transactions would fail to link to the correct Quotes when imported.
Fixed a bug where identity sync could remove a user if a global sync was running at exactly the same time as the user was added, leading to errors during first login.
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