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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!
š Notepad & Tasks against Enquiries
It's now possible to add Activity notepad entries and Tasks against Enquiries. This now allows you to add any comments or notes about an Enquiry before you convert it to an Opportunity. All activity will be retained if the Enquiry is then converted. An Activity timeline is shown on the Details page of an Enquiry for a quick overview.
Setting a Task on Enquiries is exclusively for those who have our improved Tasks enabled - learn more about this here!
š” Suggestions when Moving Records
Now when using our 'Move Record' function, you'll get a selection of suggested records! These will be records under the same Company as the destination, saving you time by showing you records before even needing to enter a search term. By default, it shows the top 5 most recently modified records of each record type the Company has.
š Other Enhancements and Fixes
The 'Select a Contact' function on email and phone buttons now only lets you select a Contact and will move the entire hierarchy to that Contact rather than just the current record. For example, if you have an Opportunity under a Company and you use 'Select a Contact' on a sub-Quote, the Opportunity will be moved to the Contact rather than just the Quote.
Added support for custom terms and line discounts in Access Financials pricing.
Improved the behaviour of Enquiry Web Forms on Landing Pages (Private Preview).
Fixed a bug where Notepad avatars would appear in the wrong vertical position.
Removed an erroneous āUrgent messageā button appearing on Tasks (it should only appear on Notes).
Fixed a bug where Unleashed Customer Types were not being deleted when removed from Unleashed.
Fixed a bug where only CRM Admins were permitted to push Contacts to Unleashed.
Fixed a bug where Klaviyo Contact import limits would only work for multiples of 150.
Fixed a bug where Access Financials Sales Orders would import as zero value if they were in the home currency.
Fixed a bug where deleting all Quotes under an Opportunity would set the Value field to null instead of 0.
Fixed a bug where documents under a duplicated Quote would retain their created timestamp.
Fixed a bug where Enquiries couldn't be restored from the Recycle Bin.
Fixed a bug where clicking the 'Create Task' button on the 'Task required' banner on a Simple Quote would attempt to create it with no parent record.
Fixed a bug where QuickBooks Online order failure messages would sometimes not be returned to the user.
Fixed a bug that prevented the integration errors report from loading from the System Settings window.
Fixed non-stocked Products triggering the āprevent oversellingā restriction.
Fixed QuickBooks Online description-only Quote Lines not pushing through the custom description on confirmation.
Fixed a bug where recalculating the tax on a Quote with multiple lines with the same Product code and quantity, but different prices could result in the wrong tax values with some ERP systems.
Fixed the integration page incorrectly showing Outlook integration when this is not enabled.
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