Release notes

2026-04-20

Security & Authentication

AI Features

AI Sweet Assistant: Launched a new AI-powered chat assistant to help you analyze and manage your sales pipeline.
Chat History: You can now save and revisit previous conversations with the AI assistant.
Quick Access: Use the shortcut Ctrl + I to open the AI assistant from anywhere.

Sales & Quotes

HQ Shipping Control: Added a toggle to individual quote items to specify if they should be shipped directly from HQ.
PDF Customization: You can now choose to hide tariff codes or child item details (prices and quantities) on PDF documents.
Automatic Translation: PDF delivery notes and invoices now support automatic translation based on the destination country.
Email Attachments: Added options to include HS activation codes, licenses, and e-invoices as attachments when sending emails to customers.
Invoice Syncing: You can now sync billing addresses and payment dates directly from a sale order to an issued invoice.
New Version Tool: Improved the "Create New Version" button for quotes to streamline the revision process.
HQ Order Info: Subsidiaries can now view detailed HQ status information, production notes, and shipping/billing addresses for external orders.

CRM & Account Management

Dun & Bradstreet (DUNS) Integration:
- Search for companies using DUNS data.
- Create new accounts directly from DUNS records.
- Link existing accounts to DUNS to keep information up to date.
- View company hierarchies and family trees.
Flexible Opportunities: You can now select multiple "Solutions" and "Solution Areas" for a single opportunity.
Sales Visibility: Sales orders are now visible directly within the Opportunity details page.
Tenant Linking: Super-admins can now link partners to specific subsidiary "tenants" for better cross-organization data flow.
Improved Contact Creation: When creating a contact from a department, the department's primary address is now automatically filled in.

Production & Inventory

Modification Checklists: Added "Required Modification" checklists for serial numbers to ensure all necessary unit updates are completed during assembly.
Operator Ratings: Production managers can now rate assembly tasks (1–5) to track quality and performance.
Stock Service Improvements:
- Added a "Whole Goods Receipt Faulty" shortcut to mark all items in a shipment as damaged.
- System now prevents closing a service entry until an "Issue Solution" is selected.
Statistics Control: Resources can now be marked to be ignored in performance statistics.
Tariff Code Management: Added a dedicated section to manage and update system tariff codes.

Forecasting & Reports

Advanced Forecast Imports: Sales forecasts can now be imported from orders across different subsidiaries and tenants.
Data Export: Added the ability to export product hierarchy sales data to Excel.
Statistics Queries: Introduced a tool for administrators to create and schedule custom data queries for internal reporting.

General Improvements

Smart Language Detection: New notes now automatically default to the language of the partner’s country.
Conference Check-in: The QR scanner now displays participant apparel sizes and gender to speed up gift distribution.
Timeline Optimization: Improved the activity timeline to load faster and handle large amounts of history more smoothly.
Refined Search: The "Go To" menu now filters results more accurately based on your specific permissions.

2026-04-23

Added "Stock in finishing" tracking to product inventory and parts lists.
New user profile setting allows you to receive email notifications whenever a task is assigned to you.
Redesigned the Changelog viewer to organize general, technical, and API updates into separate tabs.
Improved table management tools to easily link, view, or remove filters associated with scheduled jobs.
Simplified the conference check-in tool to automatically handle voucher prefixes during manual entry.

2026-04-29

New Custom Pages Feature: Added the ability to create and manage static HTML pages directly within the administration menu.
Enhanced CRM Records: Added new tracking fields to Sales Orders, including "Total Net Amount" and "Open Invoice Amount," and introduced a "Request Partial Delivery" option.
Improved Activity Timeline: Notes and tasks now display "source badges" to show which linked account or opportunity they originated from, and users can now detach linked emails directly from the timeline.
Smarter Selection Menus: Selection lists for payment terms, delivery conditions (incoterms), and other predefined values now automatically hide disabled options to simplify data entry.
New Update Notifications: Added a "New update" badge to the navigation bar that alerts users when a new version is available, prompting a page refresh to access the latest features.

2026-05-05

Fixed an issue where the search functionality was not correctly disabled on the Stock page.

2026-05-12

Fixed an issue where Excel and PDF exports failed to download correctly due to authentication errors.
Added new "Calibration Partner" and "Ordered Calibration" fields to ISO Calibration forms.
Added a document scanner shortcut directly to the Received Invoices list for quicker access.
Improved table readability by optimizing column widths and adding sticky headers for item details.
Updated various labels for clarity, such as shortening "Business Central" to "BC" and refining accounting terms.

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2026-05-13

Improved Exports: Fixed an issue where Excel and bank file exports would fail to download; these now work reliably across all modules.
ISO Calibrations Update: Added new fields for "Calibration Partner" and "Ordered Calibration" to the calibration forms and details view.
Document Scanner Access: You can now access the document scanner directly from the Received Invoices list to view or upload attachments quickly.
Table Enhancements: Improved table layouts with optimized column widths and a new "sticky" feature that keeps details visible even when scrolling horizontally.
Label Clarifications: Simplified various labels throughout the app, such as shortening "Business Central" references to "BC" and updating accounting terms for better clarity.

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2026-05-14

Here are the updates for version 1.678.0:

Competitor Tracking: Added a new module to manage and track competitors, including the ability to record competitive products and link them directly to sales opportunities.
Flexible View Switching: Introduced a "View Switcher" for Sales Orders, allowing users to toggle between different layouts (such as CRM-focused or ERP-focused views) based on their needs.
Enhanced Support Tickets: Improved the help desk integration to display full conversation histories and requester details directly within the ticket window.
CRM Sales Enhancements: Added functionality to create credit notes for issued invoices and integrated a new "Non-Standard Request Form" for complex sales opportunities.
Improved Table Layouts: Optimized column spacing and labels across several modules—including Production, Work Orders, and Inventory—to make dates and status information easier to read.

2026-05-15

Increased currency rate precision to four decimal places for more accurate entries.
Improved the page view switcher to ensure it strictly follows user permissions and access rights.
Standardized how different views are loaded across the system for a more consistent user experience.

2026-05-19

Here are the updates for this version:

Sanction Screening System: Added a new compliance feature for partners that includes color-coded status badges (Cleared, Pending, or Blocked) and a detailed screening results dashboard.
Compliance Restrictions: Invoicing and packing are now automatically blocked if a partner’s sanction status is unconfirmed or if an End User Certificate (EUC) is pending review.
Navigation Fixes: Resolved an issue where links in the Sales Orders and Opportunities tables were redirecting users to the incorrect pages.
Work Order Improvements: Streamlined the rebooking process to automatically mark associated tasks as complete and added a "sticky" action bar for easier access to buttons on long pages.
Language & UI Updates: Added Danish language support and improved the visibility of the "Last Note" column in purchase item tables.

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2026-05-21

Fixed display issues where shipping addresses were pulled from the wrong fields on delivery notes and contact persons were missing from printed invoices.
Added the ability to select and auto-fill shipping contact details, such as name, email, and phone number, on delivery notes.
Introduced a new option to synchronize the shipping address from a shipment directly to its related invoice.
Updated Sales Orders to make shipping and billing name fields visible and editable.
Added a "Preview not available" notification for document types that do not support instant PDF previews.
Fixed an issue in the Partner section where information could be lost or overwritten during the sanction screening process.

Added the ability for users to reset or remove Multi-Factor Authentication (MFA) from their profile settings.
Enabled administrators to reset MFA for other users.
Improved the "Expense Event" selection in received invoices to display both account codes and names.
Updated the default visibility of items within the Sales Order table.
Implemented general security enhancements to better protect system information.

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2026-05-22

Changelog

Required Production Tags: Added the ability to use and view tags within the Required Production module.
External Services Calculations: Updated the way material totals and profit margins are calculated for external services to ensure accuracy.
Improved Partner Selection: Enhanced the display and labeling of partner information when selecting them in forms.
Sales Order Fixes: Resolved an issue where copying a partner in sales orders failed to include all of their information.
Product Table Fix: Fixed a display bug where columns in the quality control recalibration table were not working correctly.

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2026-05-25

Added clear instructions during the two-step verification login process to guide users to their authenticator app.
Fixed an issue where the data sorting in stock statistics PDF exports was incorrect.
Added the ability to include and group by specific Work Order items within stock transactions and adjustments.
Simplified the Product Documentation editor interface by streamlining how documents are displayed and selected.
Updated warehouse selection in stock adjustments to filter for more relevant locations.

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2026-05-26

Added clear instructions and prompts to the login page for users completing two-step verification (MFA).
Fixed an issue where the column order was incorrect when exporting stock statistics to PDF.
Added the ability to link stock adjustments to specific work order items.
Updated stock transaction tables to allow grouping and filtering by individual work order items.
Refined the list of available warehouse locations in stock adjustment forms to focus on relevant waste locations.

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2026-05-29

Added a new "Related Purchase Orders" section to the detail pages for Opportunities, Quotes, and Sales Orders.
Improved Lead management by automatically carrying over address information when creating new contacts and adding warnings for missing email addresses.
Enhanced the Task creation window with better search filters for assigning users and clearer labels for dates and descriptions.
Updated the Quote summary view to show more detailed shipping and billing address information, including company names.
Fixed an issue where work order items failed to load when updating shipment dates in the production module.
Improved the Engraving page by making the table scrollable for easier navigation.

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2026-06-02

External Services Enhancements: Added the ability to link related services together as "Parent" and "Child" items, including a new "System Total" view that shows a cost breakdown of all linked components.
Redesigned User Profile: Updated the profile page with a new sidebar for easier navigation between settings, notifications, and work equipment, plus a new section to view your recent login history.
Improved Printing Options: Added a print menu to Serial number pages, allowing you to quickly print default documents or warranty information.
Expanded Search & Comparison: Added a "Service / Calibration" status filter to Customs Imports and a new option to include specific materials when comparing Bills of Materials (BOM).
Excel Export Fix: Resolved an issue where exporting stock and movement reports to Excel would occasionally fail with an "unauthorized" error.

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2026-06-03

Improved scrolling behavior for tables, specifically on the Engraving page.
Fixed an issue where table content could be cut off by enabling horizontal scrolling in detail views.
Improved the reliability of saving task reservations.

Improved update notifications with a new button to quickly load the latest version.
Delivery date change notifications now include both the original and the new expected dates.
Added business partner selection to additional product-related forms.
Barcode labels now display warehouse location information for items in the production flow.
Added sound notifications to alert users when an AGV (Automated Guided Vehicle) arrives.

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2026-06-05

Here are the updates for this version:

Enhanced CRM Dashboard: Added several new widgets to track sales targets, campaign performance, and account hierarchies, providing a more detailed overview of your sales pipeline.
Improved Address Selection: The address selector now includes department-specific addresses and features clear icons to distinguish between billing, shipping, and primary locations.
Streamlined Document Handling: Redesigned the preview interface for invoices and delivery notes, now allowing you to send these documents via email directly from the preview screen.
Expanded Voice Notes: Added voice recording support to more note fields and expanded language support to include Swedish and Norwegian.
Real-Time Data Updates: Quotes and Sales Order pages now refresh automatically when data is changed by other users or systems, ensuring you always see the most current information.

Removed the automatic document preview when clicking on a row in the shipping documents list.
Added the ability to link directly to specific sections within your User Profile (such as Notifications, Settings, or Integrations).

Fixed a bug in product types where the "Use in profitability" setting was incorrectly linked to material costs.
Added a new "Book" button to the goods write-offs page, allowing users to finalize documents directly.
Updated the calibration task view to display both the "Short Name" and full "Name" for products.
Improved the way error notifications are displayed when a data export fails.

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2026-06-08

Here are the updates for version 1.687.0:

New Signature Section: You can now add, edit, and delete signatures (including name, department, and work position) on Invoices, Delivery Notes, and Shipping Lists.
Improved Stock Export: The Excel export on the Stock page now runs as a background task, providing a smoother experience when downloading large reports.
Expanded Cost Center Support: Added a new "Cost Center DW3.0" field to Fixed Assets, Warehouse Locations, and the Promo Request page for better tracking.
Automated Transfer Details: When transferring fixed assets, the system now automatically suggests and displays the relevant cost centers based on the destination warehouse.
Table and Label Fixes: Improved table reliability by preventing column widths from resetting during filtering, and updated various labels (such as "Children total") for better clarity.

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2026-06-11

Here are the latest updates to the ERP system:

Fixed Assets: Added a new "Cost Center DW3" column to the table view for better tracking.
Invoices Received: Improved the accuracy of invoice items by ensuring tax rates and values update automatically when changing accounts or categories.
Signatures: You can now categorize signatures by "Type," specifically distinguishing between "Default" and "Logistics" signatures.
Stock Exports: Added a notification to confirm when an Excel export is being sent to your email instead of downloading directly.
Form Notifications: Updated error messages to appear as clear pop-up alerts, making it easier to see which fields need correction before saving.

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2026-06-17

Changelog

Advanced Currency Handling: Added a "Price Lists and Currencies" section to Quotes, featuring automated exchange rate updates and support for transfer price conversions.
Enhanced Invoicing: Redesigned the invoice creation window to allow for selecting specific item quantities and syncing previously invoiced totals from the original order.
Improved Lead Management: Added column sorting to the "Open Leads" dashboard widget and improved the display for when no leads are available.
New Production & PDF Options: Introduced a "Single piece flow" setting for CNC work orders and a new option to hide the "Scope of Supply" on PDF documents.
User Experience Improvements: Enabled the ability to copy SKUs and document titles to the clipboard by clicking on them, and added a "Delivery Expected" date field for service upgrades.

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2026-06-18

Improvements & New Features

Task Management Update: The "My Tasks" dashboard now features separate tabs for ERP and Process Manager tasks, including a new option to show or hide completed tasks.
Enhanced Product Details: Added new fields to product forms to track "Cable Length" and identify the original source when a product is duplicated.
Expanded Activity Logs: The "Activity Log" timeline is now available on Lead and Account Department pages, allowing you to track history across more modules.
Improved Unreservation Tasks: Fixed an issue where unreserving items would fail if multiple serial numbers were associated with the task.
Navigation & Layout Enhancements: Standardized the appearance of detail pages and added quick navigation options to order menus for a more consistent user experience.

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2026-06-19

Fixed an issue where the activity count badge failed to display correctly on sales orders and quotes.

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2026-06-22

Here is the changelog for version 1.691.0:

Redesigned User Profile: Overhauled the profile page with a fresh layout, easier profile picture management, and simplified access to settings and integrations.
Enhanced Promo Requests: Added page navigation (pagination) and improved search filters, while introducing real-time stock and "rebook" availability for products.
Family Member Updates: Improved the selection menus for gender and relationship types and added a new export tool for children of active employees.
Clearer Error Messaging: Updated VAT ID validation to show specific feedback from the system and added helpful alerts when HR profile information is missing.
Improved Mobile Layouts: Refined the Stock Market dashboard and various page tabs to display more effectively on smaller screens and mobile devices.

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2026-07-03

Here are the updates for version 1.692.0:

Custom Tagging System: You can now add, search, and create custom tags across all major modules, including Accounts, Contacts, Leads, Opportunities, and Orders.
Enhanced Task Management: The task list now includes a search bar, the ability to filter by status (Open/Closed), and options to sort tasks by name, due date, or creator.
Improved Serial Number View: Added a dedicated CRM view for serial numbers that displays associated customer details, contact persons, and sales history.
Opportunity Tracking: Added new "Won Date" and "Lost Date" fields to opportunities to better track when deals are finalized.
Smart Shipment Dates: Quotes now automatically suggest the first available shipment date and prevent the selection of invalid dates based on the items ordered.

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2026-07-06

Changelog 1.692.1

Improved Financial Accuracy: Fixed profit margin calculations for sales orders and corrected total amount tracking when importing sales forecasts.
Enhanced Work Order Planning: Added a "Wanted Date" field to work orders, allowing for better scheduling and prioritization of internal tasks not linked to a sales order.
Redesigned Goods Receipt View: Updated the product display during receipts to show current product status and provide easier access to packaging weights, tariff codes, and origin country details.
Task Management Updates: Added a new "Final Check" task for serial numbers and included a "Description" column in the main task list for better clarity.
Improved Table Filtering: Added the ability to filter by solutions and solution areas within the Opportunities section.

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2026-07-07

Improved Work Order Planning: Added a "Wanted Date" field to work orders, allowing for better scheduling of internal items that are not linked to a specific sales order.
Enhanced Goods Receipt Interface: Redesigned the product display in Goods Receipts to show more detail (like packaging weights and product status) and added automatic warehouse selection for items requiring modification.
Task Management Updates: Added a "Description" column to the My Tasks view and introduced a new "Final Check" workflow for verifying product serial numbers.
Financial Accuracy: Fixed errors in the calculation of gross profit margins on sales orders and corrected total amount summaries when importing sales forecasts.
Data Validation and Filtering: Added new search filters for solutions in Opportunities and enforced mandatory calibration fields when they are required for a product's warranty.

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2026-07-08

Financial Calculations: Improved the accuracy of margin and profit calculations in sales orders and sales forecast imports.
Work Order Planning: Added a "Wanted Date" field to work orders to help the planner schedule items that are not directly linked to a sales order.
Task Management: Added task descriptions to the "My Tasks" overview and introduced a new "Final Check" workflow for verifying product serial numbers.
Goods Receiving: Enhanced the goods receipt process with a clearer layout, visible product statuses, and improved automatic warehouse selection.
Filters & Validation: Added new filtering options for solutions in opportunities and implemented stricter validation for warranty and calibration settings.

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2026-07-09

Changelog

New AGV Cart Interface: Introduced a dynamic visual interface for managing and viewing robot cart layouts.
Improved Navigation: Added direct links to work orders within the AGV control panel, allowing users to jump to details quickly.
Enhanced Service Tracking: Updated the system to more accurately identify and display "Upgrade" service types in external service records.
Goods Receipt Improvements: Refined the warehouse location selection process when receiving items for purchase orders to ensure better data accuracy.
Form Stability: Fixed a bug that could cause data entry forms to crash when certain expected information was missing.

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2026-07-10

Changelog

Enhanced AGV Robot Control: Added a new dynamic visualization for robot carts and introduced direct links to Work Orders within the AGV Control Panel for easier navigation.
Improved External Service Tracking: Updated the system to more accurately identify and handle "Upgrade" service types based on document categories.
Refined Goods Receipts: Improved the warehouse location selection process for purchase orders and corrected various typos in system alerts.
Data Form Reliability: Fixed a bug that caused errors when forms encountered unexpected empty items during data loading.
UI Consistency: Launched an internal component catalog and documentation system to ensure a more consistent user experience across the entire application.

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2026-07-13

New Form Fields: Added "Intrix department" to contacts, "Default shipping cost" to country settings, "External invoice number" to delivery notes, and "Incoterm location" to shipping lists.
Quote & Sales Enhancements: Improved financial summaries with new VAT and Net Total displays, and added a feature to show or hide software options on quotes.
CRM Dashboard Updates: Introduced a new "Pipeline by stage" widget and updated reporting tools to support custom date ranges and performance comparisons against previous periods.
AGV & Production Improvements: Redesigned the AGV Control Panel with more detailed delivery tables and improved cart views for better warehouse tracking.
User Interface Refinements: Enhanced account selection lists to display city names and updated the invoicing process to prevent selecting items that have already been fully invoiced.

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2026-07-14

Enhanced Financial Tracking: Added VAT and Net Total fields to quotes and sales orders for more detailed pricing visibility.
New Dashboard Features: Introduced a "Pipeline by stage" widget and expanded date filters to include weekly and custom ranges for better performance tracking.
AGV Control Panel Upgrades: Improved the robot control interface with more detailed delivery tracking tables and adjustable cart display sizes.
Improved Document Management: Added a toggle to show or hide software options on quotes and introduced a field for external invoice numbers on delivery notes.
User Interface Refinements: Account selection dropdowns now display the city for easier identification, and country settings now include a field for default shipping costs.

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2026-07-15

New Features & Improvements

Upgraded CRM Dashboard: Added a new "Pipeline by Stage" widget and introduced flexible date filtering across all widgets, allowing you to view data by week, month, quarter, or custom date ranges.
Enhanced Quote Management: You can now toggle the visibility of "Software Options" on quotes and view detailed financial breakdowns including VAT and net totals.
Expanded Logistics Data: Added new fields for "External Invoice Number" on delivery notes, "Incoterm Location" on shipping lists, and the ability to set "Default Shipping Costs" per country.
Improved Search & Selection: Parent account lookups now display the city name alongside the account name to help you identify the correct record more easily.
AGV & Production Updates: Refreshed the AGV control panel with more detailed delivery tables and added an "Intrix Department" field to contact records.

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2026-07-17

Here is the changelog for version 1.692.4:

Enhanced Customs Management: Added new fields for tracking numbers and shipping partners, and introduced tools to generate, preview, and email "Import Disposition" documents directly to forwarders.
HR Reward Adjustments: Introduced a new system for managers to apply individual reward adjustments, including a detailed breakdown showing how rewards are calculated based on attendance and working hours.
Advanced Table Filtering: Added a "Match All" toggle to filters (allowing you to search for items matching multiple criteria simultaneously) and improved how filters are saved in the web address for easier link sharing.
Improved File Uploads: The file manager can now require specific document types during upload and verify that files are in the correct format (such as PDF or XML) for customs records.
General Improvements: Salesperson selection lists now only show active employees, product weight fields now support higher decimal precision, and actual delivery dates are now visible in production views.

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