9th November 2021 Update

Following is a summary of the update:

Time Billing – you can now create a time billing product and set the rates on that by company, then when time is logged you can segment billable vs not billable. You can also now generate a bill for a company, project or ticket which will pull all types of activities (including emails) into a sales order.
Advanced/Detailed Task Editor – you can now view tasks as standalone records in CRM (rather than just a task box) by using “Switch to advanced mode”.
Multi-currency for sales has been added – please click here for more information.

Timeline: Added ability to open details Tasks page from past and planned activities blocks.
Notifications: Enable link to task viewer for notifications.
Task: Added details page for task.
Task: Added support for custom fields to task viewer and added “Activity” and “Time” tabs and set of commands.

The ability to use HTML format has been added into the merge of the Word-based PDF templates.
The format for displaying Merge Codes has been changed – an ability to see merge codes in the separated page for related Entity-based property has been added.

An ability to display link(s) to related Asset(s) has been added into the Ticket view.

The new procedures for generating Time Bill (Sales Order) for Project, Ticket and Customer have been added.
The Time Billing module has been implemented for Projects, Tasks and all related activities.

Notifications: DB: The new notification type “Mention” has been added.
Notifications: The ability to display information about mentions has been added and these will now appear in the Notifications area.
Notifications: are now provided in CRM for the following events: Email send has failed, SMS send has failed, an inbound SMS has been received.
UI: The processing of buttons for commands has been changed in all views to disable button instead of hide. This means you will now see buttons on a range of toolbars throughout CRM that are greyed out, when previously the buttons would have been hidden from view entirely.

Several new core reports have been added, as follows:
- Daily Sales Profitability (Invoices): Displays Profit figures for every invoice over a given period of time and provides summary figures per customer and per period.
- Purchase Order Summary: Overview of Purchase Orders over a given period of time and the respective billing figures.
- Sales Profitability by Customer (Sales Order): Displays expected profit figures for all Sales Orders (invoiced and non-invoiced).
- Serial Number per Sales Order: Provides an overview of Serial Numbers allocated to Sales Orders.

New tabs for “Opportunities”, “Quotes”, “Sales Orders”, “Invoices”, “Payments”, “Purchase Orders”, “Supplier Bills” have been added to Campaigns.

Stocktakes no longer default to “every single item” – they now start off as blank and items are added using the “Add Item” button.
Bill Of Material: The new command “Copy” has been added into grid and viewer for Bill Of Material. A copy button has also been added to the activity toolbar on the BoM form.
Show fields “Part Number”, Cost and Sell Price in the BOM.
Show total cost of the BOM
Set the product’s cost price from the default BOM when the default BOM is created or updated.

Multi Currency for sales has been added, including for Web Quotes.
A Subscription is set to ACTIVE once it is converted to sales order.
Quotes: Changed initial sorting for grid to display the most recently created on top.
Add “Allowed Opportunity Types” to a team – this can be used to limit which type of Opportunities users will see in the grid.
Sales Order: The ability to change the quantity for Allocated Purchase Order has been added in the Sales Order viewer.

When you configure an asset as part of a quote or sales order the address of the asset defaults to the address used on the quote or Sales Order.

Job: a range of new columns have been added for use in grid view.
Route mapping between Jobs has been added.
Email: a Default Email Template has been added for Jobs.
Email Template: The ability to create an Email Template for Jobs has been added.
Email Template: The ‘Email Template for Job from the CRM CRM’ was added to CRM.
Admin > General: The Option “Job Email Template” was added to the PDF And Email Templates area.
Map: First version of showing ROUTES on jobs is added. This enables you to pick a day and then view the jobs on map in route/time order.
Added WORK LOCATION field to employee record to support above – shows starting and ending point – uses LOCATIONS. (will change this later to support employee home or other addresses).
Job: The customer’s mobile number has been added to the map pin information shown in map view.

Properly process “Use Customer Tax Rate” setting when option “Autoexpand BOM Via Sales Order Generation” is turned on.
Task: The import from CSV and Bulk Update has been fixed.
Ticket: The import from CSV has been fixed for Tickets.
Team: Made unavailable to delete “admin” team.
Team: Added missed “audit” fields.
2FA: Improved copy paste code validation – set input code checking for numeric and space issues.
Fixed jumping on details page’s tabs while grid is loading.

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