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🧙♂️ Magic Matrix Automatic Category Mapping
We’ve introduced an enhancement that automatically maps Product Categories to Magic Matrix Categories when new Products are added to the system. This eliminates the previous need for manual matching and simplifies the categorisation process for the Magic Matrix. A System Setting is now available for the mapping configuration, providing an easy and intuitive way to manage your Category mappings. The mappings must be configured for the Categories to automatically assign. You can find this setting by clicking here.
📩 Added an Enquiries Page to Campaigns & Campaign Activities
It's now possible to view Campaign related Enquiries directly on the Campaign Activity record! To link the records, simply select the relevant Campaign from the Campaign Activity drop-down on the Enquiry. This indicates that the Enquiry originated from that Campaign Activity, streamlining the process of reporting on a Campaign's impact.
🐛 Other Enhancements & Fixes
The minimum margin warning banner is now sticky and we added a ‘Review Margins’ button for easy access to the Analysis page, ensuring users never miss critical margin alerts while adding lines to their Quotes
Fixed an issue where Cin7 Core due dates would be processed as the previous day during BST
Moved the ‘Can place orders on websites…’ setting from the User Roles page to the User Management dialog for easier and more consistent management
Enhanced the styling of the global ‘Create’ button
Improved the Reports search UI on mobile for a more consistent and user-friendly experience
Changed the background of the expanded section in the main Navigation Menu for easier identification of the active area
Replaced buttons with proper tabs on Dashboard tiles for a more intuitive navigation experience
Converted the ‘New Report’ button to a primary action button in Report view and removed the duplicate from the side panel for a more consistent UI
Added the ability to hide the right-hand side panel on Other Reports and similar pages for more space in the left-hand report section when needed
Added tooltips to the ‘Base Value (ex tax)’ and ‘Base Value (inc tax)’ fields on the Sales Order to clarify what each value includes
Resolved box-shadow rendering issues in the Library page for a consistent UI, even with a large number of files
Back-to-back Purchase Orders now include the PO number against the request
Added support for recurring events in the Activity Feed
Added SKU/Supplier code to Purchase Order table
Added mobile numbers to Xero Contact import
Added sort keys to financials Sales Ledger import
The Exchequer BOM import now populates the core BOM tables
Added handling of Unleashed Customer Types to be compatible with both guides and descriptions
Fixed a bug with Exchequer tax calculations not always using the correct country code
Klaviyo imports now unassign Klaviyo IDs if the Contact has been deleted from Klaviyo
Removed the ability to bulk update “last activity” since these are maintained by the system
Fixed a bug where certain control character combinations weren't properly escaped when generating Word documents
Fixed an issue where Currency Rates wouldn't import after the first run for Cin7 Core
Fixed a bug that prevented large numbers of updated Customers in Access Financials from updating in CRM after the first import
Fixed missing tab stops on the RFM Analysis dashboard
Fixed sorting for Sales Ledger 'credit limit' and 'balance' fields
Fixed the field visibility of common Tasks fields
Fixed the “Configure” button on User lists not linking to the User Management page
Fixed a bug that prevented the remove button from appearing on Customiser reports
Fixed PO prompt not appearing on Sales Orders
Fixed an article link on Sales Manager Dashboard
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