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Release Notes: V124
Release Notes: V124

See what features, functionality and fixes were shipped in Version 124 (July-August 2024).

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Written by Martin Clark
Updated over 3 months ago

💡 Got a new idea, feature or enhancement suggestion for us? Head to the Feedback Portal to log it or vote on an existing idea!

Did you know...we've delivered almost 500 of your ideas, logged and voted on via the Feedback 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!

🔁 Syncing Multiple Contacts with Unleashed Sales Ledger Creation

You can now select which CRM Contacts to sync when creating Unleashed customer accounts. All selected Contacts, with the required fields correctly filled in will be pushed into Unleashed alongside the customer account created. Additionally, you can specifically select the primary Contact to be synced from the list, or it'll default to a Contact created with the information provided in the popup.

❌ Discard Enquiries as "Spam" & Exclude from Growth Engine

You can now mark Enquiries as ‘Spam’ to prevent them from affecting your Growth Engine ‘Attract’ metrics! Since your ‘Attract’ performance is based on the number of Enquiries generated, it’s crucial that even discarded Enquiries are counted. However, some Enquiries generated via the Enquiry Web Forms may be spam and not genuine contacts. By marking these as spam, you ensure they're excluded from your total Enquiries, making the Growth Engine "Attract" stats more accurate and actionable.

Thank you to our Early Adopters for the Growth Engine that provided this feedback!

To learn all about the Growth Engine and how it can help you drive sales growth, check out this article!

🚚 Calculated Delivery Charge Override

It's now possible to enable manual delivery charges as an option in System Settings, even if a custom delivery charge procedure is set up. A new field has been added to indicate whether the delivery charge was automatically calculated. When both automatic charges from a procedure and manual charges are permitted, the manual charge box will be displayed, and the correct charge type will be selected based on the automatic charge flag. The invalidate button now re-triggers the automatic charge calculation, ensuring accurate charge updates. Automatic charges will only recalculate when they're invalid, preventing unnecessary recalculations.

💵 Financials Pricing Enhancements

We’ve made several enhancements to our integration with Access Financials. We now import price records for non-stock/service items which will benefit customers that sell non-material or non-diminishing services. We've also introduced special pricing including fixed prices, price bands and quantity breaks.

🐛 Other Enhancements & Fixes

  • Sale Value is now available in the Distributor Sales import.

  • You can now use this link here to start an online chat with our teams.

  • Customers with on-premise Accounting systems can now edit information about their integration.

  • Growth Engine notification emails now have an unsubscribe link.

  • Fixed a bug where the Zapier metadata would not generate correctly for users in the AUS datacenter.

  • Resolved some situations where the Operating Company drop-down would show even when you have only one Operating Company.

  • Fixed a bug where renaming Tags wouldn't correctly apply the new name.

  • Fixed several issues with “Open in Unleashed” links not behaving correctly.

  • Fixed a bug that caused Kanban Reports to crash if there was a custom sort applied to the original Report.

  • Fixed a bug where disabled Users would appear in the Goals setting screen.

  • Improved the performance of the Quote available stock calculations.

  • Removed bulk delete from orders since it was unavailable there.

  • Fixed a bug where clicking “Notify support team” when integrating to an on-premise Accounting system would not complete the associated achievement.

  • Adding, deleting and re-adding the same delivery zone no longer creates it in an obsoleted state.

  • Fixed a bug with the CMS product plugin not always loading the authority levels required to show prices.

  • Fixed a bug that allowed the disabled dashboard to be scrolled while the import overlay was present.

  • Fields on the User personal setting interface can no longer be edited, even if they're customised in.

  • Fixed some crashes with the parent selector on some entities.

  • Fixed entity descriptions showing the wrong generic type name for entities with no names.

  • Fixed a missing filter on the payment terms drop-down.

  • Fixed a missing link on task/recall emails for B2C Contacts.

  • There's now a separate section in the integrations page for all Microsoft 365 and Google Workspace integrations and add-ins.

🖱️ Get immediate updates about the status (downtime or performance issues) of services by subscribing to the CRM Status page. You'll then be the first to know about any important updates or maintenance affecting the CRM, our website, APIs, automation or integrations - so you don't have to wait for a response from our Support team. Plus, we'll post updates on progress by the minute - right from the time something was identified through to its resolution!

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