💡 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!

📧 Faster Email Sending with Background Processing

We’ve optimised the email sending process to run in the background, so you can continue using the CRM without having to wait for attachments to be generated and sent. Emails will appear in your timeline with a “Sending…” status and will be updated to “Sent” once completed. If there’s an issue, you’ll be notified, and the status will change to “Failed” with an error message.

🗑️ Recycle Bin Filtering

We’ve added a new filter component to the Recycle Bin, allowing you to filter the records by Object Type (also known as the type of record i.e. Problem, Quote, Enquiry...) or by the User who deleted them. This enhancement makes it easier to search and manage deleted items, ensuring you can quickly find what you need even as the Recycle Bin fills up!

🔢 Automatically Assign Batch/Serial Numbers to a CRM Order (Unleashed)

Batch/Serial Numbers can now be automatically generated by the CRM during Order confirmation. This means your orders will arrive in Unleashed with batch numbers already assigned, reducing manual entry and potential errors. As well as this, the Batch/Serial number will be imported back into the CRM on the Sales Transaction. This enhancement is particularly beneficial for businesses dealing with food, beverages, or any goods with expiry dates.

This can be configured via System Settings which can be accessed here.

🐛 Other Enhancements & Fixes

Improved the Unleashed sync to never remove email addresses from Contacts
Added a "6 months" option for the Customer Lapse period
Added support for removing Unleashed delivery addresses if they're obsoleted in Unleashed
Fixed Activity feed search not searching Tasks
Updated FactoryMaster imports to set credit limits against Sales Ledgers
The Customiser will now include the name of a Report to help identify the instance
Companies set to be excluded from CLTV stats no longer affect Growth Engine data
Signatures now have a specific document type (_SIGN)
Added Access Analytics to the Integrations page
Improved the UI of the Advanced Attachments tab in the email sending popup by removing unnecessary dividers
It's no longer possible to choose a Product that hasn't been created in the Inventory/ERP/Accounting system as the template for a new Product
Enhanced the People and Places Reports page so that users can easily add Reports to their favourites lists
Aligned the primary action button menu to the right side for consistency with the CRM UI
Fixed an issue where “Waiting to be confirmed” status would show in green
Changed the order of pages in Personal Settings screen so users can easily navigate through the information in a logical sequence
Fixed "Skip" button in the Recommended Products for consistency with the overall design
Redesigned the sidebar for a cleaner and more organised appearance
Made Secondary Connection available only if a Primary Connection is established and updated the messaging to help users avoid configuration mistakes
Added UI feedback after saving a new Report to inform the user that the system is processing their request, especially during long network delays
Added a spinner next to the “Confirm” button after Quote confirmation to inform the user that their request is being processed
Fixed an issue where per line delivery due date could show as editable when it wasn't supported by the connected system
Updated the code that pushes customer addresses into Unleashed when confirming an Order to use the Quote ID as the address name instead of the delivery name, since this value must be unique
Updated the B2C setting on Sales Order Groups to only be editable if you’re using Unleashed
Updated the Growth Engine to convert benchmark values into the local currency
Fixed Access Financials integration importing transaction base prices in the wrong currency
Improved logging of Order confirmation failures if the failure is related to the updating of the Customer record
Fixed a bug where editing fields in a pinned side panel could cause it to fail to reload
Fixed Katana order confirmation incorrectly parsing quantity available values as in32
Fixed Quote Margin percentage to default to 0 if the products have no sell price
“Fix Account Managers” option is now only available for systems where we import a list of users
Fixed some Authorisation fields being marked as updatable when they're part of the key
Fixed the “Open in Unleashed” banner not working if you remove the “Open in Unleashed” button via the Customiser
Improved handling of flags in imports to allow for both “true/false” and “1/0” regardless of the underlying type

🖱️ 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!