2026 Release Notes
30 January
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Added the ability to delete saved credit cards
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Added outcome/status tracking on meetings
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Added Number of Sales Orders column to the PO grid (shows how many sales orders rely on each PO)
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Added Stock Allocation % on Sales Orders, showing the proportion of stock that is:
– In stock
– On order
– In production
28 January
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Replies to @mentions now appear automatically in CRM
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Added a unique email address per CRM record – emails sent to this address automatically attach to the correct record
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AI Advice Bar released to test users
27 January
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Ability to open related supplier, customer, or product records directly from several grids
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Sell From location now defaults based on the user’s location
22 January
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Added option to prevent freight being added to sales orders
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Added Last Quoted / Last Invoiced / Last Sold fields to Prior Items Sold selectors
19 January
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Restored Tags and Lists to the Asset module
16 January
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Improved Sales Order performance when loading large volumes of records
14 January
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Added Unshipped Quantity to Advanced Filters
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Added Sell From Location (item-by-item) to column selector in Prior Items Sold and related grids
9 January
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Cosmetic fixes for mobile
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Fixed issue linking Quotes to closed Opportunities
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Create Quote from Opportunity now defaults more fields
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Added My Jobs screen for mobile
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Performance improvements