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Release Notes: V127
Release Notes: V127

See what features, functionality and fixes were shipped in Version 127 (September 2024).

M
Written by Martin Clark
Updated over a week ago

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📧 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 ie. 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, the Batch/Serial number being 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 are obsoleted in Unleashed

  • Fixed Activity Feed search not searching Tasks

  • Updated Factory Master 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 is no longer possible to choose a Product that has not yet been created in the 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 was not 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 are 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

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