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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-06-19

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

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

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.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-07-21

Enhanced Address Selection: Introduced a new "tree view" for selecting billing and shipping addresses, allowing users to easily pick addresses from related parent companies, child accounts, or specific departments.
New Language Support: Added Dutch and Czech language options for voice-to-text notes.
Attendance Management Improvements: Added new configuration options for attendance event types, including lunch tracking, specific request requirements, and synchronization with external services.
Lead Transfer Requirements: When transferring a lead to another office or tenant, users are now required to provide a reason for the transfer in a new confirmation window.
Sales Order Tracking: Added a "Days in Status" filter to help track how long an order has remained in its current stage, and increased currency rate precision to support smaller fractional values.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-07-24

Changelog

AI-Powered Partner Filtering: Introduced a new search tool for Partners that allows users to filter lists using natural language descriptions (e.g., "partners with red sanctioned status").
Enhanced Order & Partner Details: Added company name fields to shipping and billing addresses on orders, and included new contact fields for email and mobile numbers in partner address records.
Improved Currency Visibility: Shipment documents now display total amounts in their original currency, featuring a detailed tooltip for currency breakdowns.
Smart Activity Categorization: Activities and tasks are now automatically organized into "Upcoming" and "Past" sections based on their specific due dates.
Permission-Based Visibility: Updated the system to hide the "Opportunity" field on orders for any users who do not have the required viewing permissions.
AI-Powered Partner Filters: Added a new search tool that allows you to find partners by simply describing what you are looking for in plain English.
New Contact Fields: Partner addresses now include dedicated fields for contact email and mobile phone numbers.
Enhanced Currency Display: Shipment documents now show total amounts in their original currency via a hoverable tooltip, alongside the default currency.
Improved Activity Tracking: Fixed an issue where tasks and activities were being incorrectly categorized as "Past" instead of "Upcoming."
Field Permissions: The "Opportunity" field is now automatically hidden for users who do not have the specific permissions required to view it.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-07-28

AI-Powered Filtering: Introduced a new AI filter for Partners that allows you to search by describing what you want to see in plain English (e.g., "partners with red sanctioned status").
Enhanced Order Documents: Shipment documents now display total amounts in their original currency via tooltips, and company names are now included in shipping and billing layouts.
Expanded Partner Information: Added new fields for contact email and mobile phone numbers within partner address records.
Improved Permission Controls: The "Opportunity" field on orders is now automatically hidden for users who do not have the required permissions to view it.
Dashboard & Activity Updates: Improved the accuracy of "Upcoming" vs. "Past" activity categorization using due dates and added a requirement to select specific records when setting up certain KPI widgets.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-07-31

Changelog

AI Sanctions Analysis: Added AI-powered analysis for sanction screenings to help identify likely matches and false positives with detailed reasoning.
Field Review System: Introduced a "Review Status" for important product details (like Tariff Codes), allowing users to verify values and track who confirmed them and when.
Service Task Work Orders: Added a new Service Task work order type, including the ability to sync material and labor costs directly to sales orders.
Email Enhancements: Added "Reply All" functionality to the mail client and improved how recipients are handled.
Improved Quotes and Customs: Added a "Related Sale Orders" section to Quote pages and introduced a "Start Process" button for customs import tracking.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-08-04

AI-Powered Screening: Added AI analysis for sanction screening to help identify "likely hits" or "false positives" and provide decision support.
Email Enhancements: Added "Reply All" functionality to the mail client and improved how recipient lists are handled.
Work Order Updates: Introduced a new "Service Task" work order type and the ability to manually attach serial numbers to items via barcode scanner or manual selection.
Data Verification: Added a "Review Status" system for important product data (like Tariff Codes), allowing users to verify and confirm values with visual badges.
Customs & Sales Tracking: Added the ability to start customs processes directly from the imports list and introduced a new "Related Sales Orders" section on quotes.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-08-05

Here is the changelog for the recent updates:

Work Order Enhancements: Added support for Service Task work orders, allowing users to attach serial numbers and sync material and labor values directly to sales orders.
AI Sanction Analysis: Introduced AI-assisted screening to help analyze and verify potential sanction hits with automated recommendations.
Mail Client Improvements: Added "Reply All" functionality and improved how the system handles multiple recipients in the internal email tool.
Customs Automation: Users can now start automated processing for customs imports directly from the tracking number (AWB) group.
Improved Data Visibility: Enhanced tables and forms to show more detail on hover (such as city names) and added a new review system to track when important fields have been confirmed or updated.
New Altium BOM Import Wizard: Introduced a tool to import Bill of Materials (BOM) directly from Altium export files (HTML, CSV, or Excel), including column mapping and a preview of changes.
Product Alternatives: Added support for managing and confirming alternative parts for items within a Bill of Materials, including the ability to set "alternative policies."
Enhanced Goods Receipts: Improved stock booking with a new "Notify Purchasing" feature for quantity mismatches and added checks to prevent duplicate serial number scans across different items.
Stock-Taking Adjustments: Added an "Adjust All" feature to stock-taking, allowing users to quickly process missing or surplus serial numbers found during counts.
Expanded Sales and Configurator Details: Sale orders now display issued Proforma invoices, and the Product Configurator includes new options for managing counter-type (CNT) output variants and custom labels.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-08-10

[1.695.0]

Account Management: Added a "Replaced Account" field to track account successions and a new option to display department names on PDF documents.
Dashboard Enhancements: KPI widgets can now display target goals (e.g., "/ €2M"), and the Overdue Opportunities widget now includes a "Value" column.
Announcements: Introduced a toggle to enable or disable user interactions (likes and comments) for individual announcements.
Improved Serial Scanning: The serial number scanner now supports pasting multiple numbers at once and provides clearer error summaries for bulk entries.
User Interface Updates: Added a button to expand hierarchy tree views into a larger window and standardized PDF filenames to include the partner's name.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-08-12

Delivery Notes: You can now quickly fill in shipping details by selecting an address directly from a partner's profile.
Email Client: The subject line is now a required field when composing new messages.
Credit Notes: Added the ability to include a handling fee when generating a credit note from an invoice.
Data Tables: Added a toggle feature in table headers that allows you to switch between showing only the date or both the date and time.
Stock Bids: Updated the confirmation message to clarify that payments for share bids are due by the end of the trading window.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-08-19

Here are the latest updates for version 1.697.0:

Expanded AI Filtering: AI-powered search is now available on more lists across the system, with improved feedback messages when filters are applied.
Filter Syntax Help: Added a new help guide (accessible via a question mark icon) that explains how to use advanced search symbols for dates, ranges, and comparisons.
Email Client Update: Added the Gmail logo to the email client for better visibility when using Google integration.
Improved Quote Pricing: Enhanced the automatic selection of currencies and exchange rates when creating quotes linked to specific price lists.
Flexible Table Presets: You can now save your table view presets even if you only changed the visible columns.

Changelog

New Companies Management: Introduced a dedicated section to manage multiple companies and link them to specific countries, invoices, and orders.
Country-Based Defaults: Account forms now show helpful hints for settings like price lists and payment terms based on the default values of the account's country.
Automatic Activity Tracking: Emails sent through the system are now automatically recorded as completed activities in the CRM.
Enhanced Activity Details: Added a new field to include additional participant email addresses when creating or editing activities.
Improved Table Links: Phone numbers and web links in list views are now clickable, even when multiple entries are listed in the same column.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-08-24

Here are the updates for version 1.698.1:

Added an AGV Inbound Buffers section to the control panel to monitor production station workload, worker presence, and incoming deliveries in real-time.
Improved the "Finish" button on tasks to display specific error messages when requirements are not met, such as missing serial numbers or incomplete modifications.
Added a "Recalculate Stock" feature to the products page, allowing users to manually refresh stock levels for selected items.
Enhanced dropdown menus with helpful search hints like "Start typing..." or "List is empty," and updated the display of country flags throughout the system.
Updated the "Move Work Order Item" tool to support nesting items under specific parent work order items and fixed issues with saving delivery addresses on purchase orders.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-08-27

Here are the updates for the latest version:

Invoice Autofill: Added a new feature to automatically fill in invoice amounts by reading attached XML files.
Work Order Improvements: Enhanced the tool for moving work order items with better filtering, clearer labels, and fixed an issue where some lists appeared empty.
Upgrade Workflow: Updated the upgrade request process to include new confirmation steps for declining requests and submitting them for pricing approval.
Product Categories: Updated selection logic to ensure only the final (most specific) category in a hierarchy can be chosen for products.
Service History: Added a print button for internal service records to allow for easier record-keeping.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-08-31

What’s New in Version 1.701.0

Enhanced Vacation Tracking: A new "Employee Vacation Details" page provides a clear breakdown of available, used, and transferred leave days, including a visual summary graph.
Smart Address Filling: Introduced a contact selector for quotes and orders that automatically fills in contact details (name, email, and phone) for billing and shipping addresses.
Improved Lead Management: Added a dedicated "Company Name" field for leads and redesigned the layout for linking contacts, accounts, and opportunities to make the workflow clearer.
Cross-Record File Access: The file manager now allows you to view documents from related records (for example, viewing Opportunity files directly while working on a Quote).
Detailed Quote Overviews: Quote tables now display both Net and Gross total values, and you can now choose to show the order creator’s name on official Order Confirmations.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-01

Fixed an issue on the HR dashboard where vacation data was displayed incorrectly and vacation requests could not be submitted.
Added "previous" and "next" navigation buttons to Invoice detail pages, allowing you to browse records without returning to the main list.
Introduced new options when exporting Price Lists to include production prices and the quantity of items sold in the last year.
Improved the Serial Number management view by adding helpful tooltips for actions like copying, opening, and restocking items.
Simplified the Workflow Approvals page by removing the help instructions section and updating the layout.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-03

Fixed bugs in the HR dashboard that showed incorrect vacation balances and prevented users from submitting vacation requests.
Added "Previous" and "Next" navigation buttons to invoice detail pages, allowing you to browse through records sequentially.
Added new options to include "Production Price" and "Sold Quantity" when exporting data from the Price List Manager.
Added helpful tooltips to serial number actions (such as copying, restocking, or removing items) to clarify what each button does.
Improved the layout and navigation of the Workflow Approvals and HR Dashboard pages for better clarity.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-04

Here are the latest updates to the platform:

Improved Status Workflows: The status selection menu has been redesigned to clearly show transition history and specific requirements—such as mandatory comments or confirmations—before a change is applied.
Enhanced Sales Personnel Tracking: Sales personnel profiles now include a dedicated "Address Book" and a "Leads" section, making it easier to manage assigned accounts, departments, and contacts in one place.
DocuWare Integration: You can now send issued invoices directly to DocuWare, with new status indicators showing whether a document has been successfully uploaded.
Better Document Management: The file manager now features checklists for required documents (such as invoices and customs MRNs) and organizes files into specific folders based on their document type.
Smarter Search & Product Creation: Table filters now support wildcards (using % for multiple characters or _ for one), and you can now set prices for multiple local price lists simultaneously when creating a new product.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-07

Here is the changelog for version 1.703.0:

Easybill Integration: You can now send contact and invoice information directly to Easybill from the Account, Partner, and Issued Invoice pages.
Carton Label Printing: Added the ability to print labels for small and large cartons directly from work order item lists and reservation tasks.
Quantity Validation: The system now warns you if a product quantity does not evenly fill a whole carton before you attempt to print labels.
Improved Tax Info Display: Updated the visual layout for tax registration details (EOR, ZOI, and QR codes) on issued invoices for better clarity.
Automated Issue Management: Linked issues are now automatically marked as closed when their associated tasks are completed and merged into a release.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-11

Introduced a new 3D loading screen with rotating status updates to provide better feedback during system startup.
Expanded contact and account profiles to include specific industry data, solution areas, and marketing campaign details.
Enhanced Delivery Notes with a more intuitive item layout and a tool to quickly copy shipping addresses from partners.
Added an "End of Month" payment term option and direct buttons to send invoices to external systems like Business Central or DocuWare.
Improved order quotes by automatically calculating and displaying a hint for the earliest possible shipment date.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-14

Introduced a new 3D loading screen that displays rotating status messages during app startup.
Expanded Contact and Opportunity profiles to include specific sections for Industries, Solution Areas, and Solutions.
Streamlined the creation of Delivery Notes with a simplified item entry form and the ability to copy shipping addresses directly from partners.
Added an "End of Month" option to Payment Terms that automatically moves due dates to the last day of the month.
Improved the email client with support for attachment downloads, better file previews, and a new interactive search help guide.
Production Planning Visibility: Added planning priority and sequence columns to work orders, providing better insight into production scheduling.
Flexible Payment and Booking: Introduced an "End of Month" option for payment terms and a manual booking date selector for rebooked goods.
Enhanced User Experience: Launched a new 3D loading screen and added a "Search Hints" guide to the main menu to help users navigate complex searches.
Improved Document Handling: Streamlined the process for adding items to delivery notes and improved the preview and download functionality for email attachments.
Interface Persistence: The system now remembers your sidebar preferences (collapsed or expanded) as you navigate between different sections of the app.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-15

Here are the latest updates to the platform:

Workflow Enhancements: Added an "Inspector Confirmation" option to technology steps, allowing you to require verification from a specific authorized user before a task is completed.
Licensing Updates: You can now customize License Certificates with specific option names and registration instructions directly within the product configurator.
Task List Color-Coding: Improved the "My Tasks" view by allowing rows to be highlighted with specific colors based on the technology assigned to the task.
Inline Status Updates: Enhanced data tables to allow changing record statuses directly from the list view using defined workflows.
Sales & Account Fixes: Improved the accuracy of tax (VAT) ID copying on sales orders and fixed the visibility logic for the "Send to Easybill" button.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-17

Sales Orders: Improved VAT ID handling to automatically use the account's VAT ID for shipping if a specific one is not provided.
Tabs: Enhanced the tab system to allow closing tabs (with optional confirmation) and adding new tabs directly from the bar.
Status Updates: Fixed an issue where changing a document's status could be accidentally undone or overwritten when saving the rest of the form.
Production: Fixed a layout bug in work orders to ensure status badges stay correctly aligned on one line.
Documentation: Refined how required modification documents and product counts are displayed to ensure more accurate information.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-18

Changelog 1.707.0

French Language Support – Added full support for the French language, including localized date and number formatting.
Assembly Blocker Logic – Assembly tasks now automatically stay blocked if a product is a "release candidate" awaiting approval or if required modifications are incomplete.
Task Approvals Dashboard – Introduced a new page to manage and confirm builds for products currently in the release candidate stage.
Improved Task Management – Added the ability to cancel and reopen tasks directly, along with a new filter to view canceled items in task lists.
Connection Health Indicator – Added a warning icon that alerts you if your live connection to the server is lost or unstable, ensuring you are always viewing up-to-date data.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-21

Changelog

French Language Support: Added full support for the French language, including specific date and number formatting options in user profiles.
Assembly Blocking & Approvals: Introduced a safety gate that blocks assembly tasks for "release candidate" products or units requiring modifications; these can now be authorized through a new Task Approvals page.
Task Management Improvements: Users can now cancel and reopen tasks directly from the interface, and task time tracking now clearly distinguishes between working and non-working time.
Connection Health Indicator: Added a new status icon that alerts users if their live connection to the server is lost, ensuring data visibility is always clear.
Enhanced Printing & Visibility: Enabled printing of device license certificates from the serial and order dropdown menus and added warning icons to highlight overdue engraving materials.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-22

Here is the changelog for the latest update:

French Language Support: Added full support for the French language, including translated menus, forms, and local date and number formatting.
Device License Printing: You can now print "Device license certificates" directly from the serial number and sales order print menus.
Enhanced Task Management: Added the ability to cancel and reopen tasks, along with a new "Task Approvals" page to manage products requiring confirmation before assembly.
Assembly Safety Gates: The system now automatically blocks assembly for products that are "release candidates" or have incomplete "required modifications," showing clear alerts and guidance to the worker.
Live Connection Monitoring: Added a health indicator that warns you if your real-time connection to the server is lost, ensuring you know when the data on your screen might be out of date.

Here are the updates for this release:

Status Management: Users can now remove a status from documents within workflows that allow it, while maintaining a full record of the change in the status history.
German Language Support: The platform now fully supports the German language, including localized date and number formatting.
Quote and Order Enhancements: Added an "Issue Date" field to quotes and improved the HQ ordering process to clearly show restrictions based on currency and item availability.
Account Reorganization: Added a tool to convert an existing Account into a Department for easier organization under a parent account.
Supplier and Document Tracking: Introduced new fields for supplier-specific product instructions (such as calibration and programming notes) and a new section to view and download external documents linked to sales orders.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-23

Here are the updates for version 1.708.0:

German Language Support: Added full support for the German language across the entire platform, including all forms, menus, and system messages.
Status Management: Introduced a "Remove Status" option for documents within supported workflows, allowing users to clear a document's current status while preserving its history.
Sales Order Documents: Added a new section to sales orders that allows users to view and download external documents, such as invoices and delivery confirmations, directly from the order page.
Improved Quote and Product Forms: Added a new "Issue Date" field to quotes with automatic validation and expanded product forms to include specific sections for supplier instructions regarding programming, calibration, and testing.
Account Tools and Interface Updates: Added a feature to convert existing Accounts into Departments and redesigned the time picker tool to make selecting and editing times more intuitive.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-24

German Language Support: Added full support for the German language across the system, including all forms, menus, and reports.
Status Management: Introduced the ability to remove a status from a document, allowing it to remain status-free while preserving its history. Workflow administrators can now enable or disable this option per workflow.
Sales and Quotes Improvements: Added a new "Issue Date" field to quotes and a dedicated section for viewing and downloading external documents related to sales orders.
Enhanced Product Details: Expanded product forms to include new fields for supplier-specific requirements, such as programming, calibration, testing instructions, and additional notes.
Improved Scheduling Tools: Updated the time picker for easier entry and enhanced the activity calendar to allow for smoother event creation and automatic duration adjustments.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-25

Here are the latest updates for Booster ERP:

Enhanced Dashboards: Added new widgets for weather, daily restaurant menus, and employee birthdays, along with new country-based filters for CRM charts and reports.
Redesigned Activity Feed & Notes: Refreshed the look of the activity timeline and notes for better readability, including the ability to collapse long reply threads and select specific languages for voice dictation.
Expanded Sales & Quote Features: You can now create Proforma Invoices and choose whether to show or hide individual item prices within grouped sections on quotes and orders.
New User Management Tool: Added a feature for administrators to quickly copy roles and permissions from one user to multiple others, with options to either add to or replace existing roles.
Improved Communications: Email templates now support multi-language translations and previews, and you can now include file attachments when creating Freshdesk support tickets.

You can now view and add comments to past status changes directly within the history timeline.
Added a Print button to Internal Stock Service records for easier documentation.
Added automatic warnings and unit labels to quantity fields to ensure the number of items matches the selected serial numbers.
When logging items by SKU (without serial numbers), you can now select a specific Goods Receipt to improve tracking.
Product exports now provide clearer feedback, including a notification if a large export has been sent to your email.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-28

Users can now view and add comments to past status changes directly within the history timeline.
Required status comments are now protected from deletion to ensure workflow records remain complete.
Added a print button and quantity unit display to Internal Stock Service records.
Introduced automatic warnings when the entered quantity does not match the number of selected serial numbers.
You can now select a specific Goods Receipt when logging internal stock entries by SKU.

Here are the updates for version 1.711.0:

Task Sequence Control: Added a new setting to ensure production tasks cannot be started until all previous operations for that item are finished.
Export Notifications: Added a helpful alert to notify you if your browser blocks a pop-up when you are trying to export a file.
Improved Connection Reliability: Enhanced the system's ability to stay connected for real-time updates by adding automatic retries for background tasks.
Cleaner Error Reporting: Refined system messages to hide technical "Unknown Error" pop-ups for internal background processes, reducing unnecessary interruptions.
Added a new "Tags" field to the Sales Order form.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-09-29

Changelog

User Management: Added a "Tenant Access" tool to manage user roles and access levels across different company subsidiaries.
Sales Orders: Separated CRM tags from Sales Order tags to keep customer-related notes and order-specific details distinct.
Inventory: Enhanced goods write-offs to allow users to enter credit note prices and track differences between credit amounts and current stock values.
Production Tracking: Assembly tasks now require users to provide a reason if the actual work time exceeds the planned technology time.
DocuWare Integration: Introduced the ability to upload and resend Purchase Orders directly to DocuWare, including status tracking within the system.

Here are the latest updates for this version:

DocuWare Integration: You can now upload and resend purchase orders directly to DocuWare from the order list and detail pages.
Enhanced Sales Order Tags: CRM tags and sales order tags are now separated on the forms to help keep your data organized.
Improved Goods Write-offs: You can now enter specific credit note prices and view warnings when there is a difference between the credit note amount and the recorded stock value.
Advanced Task Time Tracking: Production tasks now include a countdown timer for planned assembly time and will prompt for a reason if the work takes longer than expected.
Centralized Subsidiary Access: Added a new "Tenant Access" tool that allows administrators to manage and sync user roles across different company subsidiaries from a single screen.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-10-01

Enhanced User Management: Introduced a new "Tenant Access" tool that allows administrators to manage user roles and permissions across multiple subsidiaries from a single interface.
Production Time Tracking: Added a timer for assembly tasks to track "Technology Time," now requiring users to provide a reason if the planned assembly time is exceeded.
DocuWare Integration: Integrated DocuWare into Purchase Orders, allowing users to upload documents directly to the archive and track their sync status.
Improved Tagging: Separated CRM tags from Sales Order tags on forms to help distinguish between marketing notes and order-specific management.
Inventory Adjustments: Updated the Goods Writeoff process to allow entering specific credit note prices and automatically tracking differences in stock value.
Loading Screen: Improved the startup animation with a smoother color transition when the application opens.
Rental Management: Added the ability to link existing rental licenses directly to items within a sales order.
Task Tracking: Updated the task view to prominently show the "Planned Finish" time; clicking it now displays a countdown of the remaining time.
System Labels: Added "Time remaining" labels and improved time formatting across the application for better clarity.
Fixed an issue in the Quote Editor to ensure saved data and settings are updated correctly.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-10-05

Fixed an issue in the quote editor to ensure data is updated and displayed correctly.

Here are the latest updates for the ERP:

Box Selection for Tasks: Added the ability to scan or select a specific box when recording internal service tasks; this is now required for Level 1 tasks before completion.
Clickable Box Numbers: Box numbers in the "My Tasks" section are now links that take you directly to the detailed serial information page.
Improved Checkbox Visibility: Selected checkboxes now feature colored backgrounds (matching their status like "Success" or "Warning") to make them easier to see.
Refreshed Task Header: Redesigned the information header in the error tracking view to provide a cleaner, more organized layout for service and serial details.
Lead Creation Workflow: Updated the lead creation process to ensure a smoother transition and better file handling after a new lead is saved.

Changelog

New Purchase Order Suggestions: Added a module that automatically suggests products to order based on stock levels, historical use, and upcoming demand.
Order Management: You can now create purchase orders, send inquiries to suppliers, or reject suggestions directly from the new suggestions list.
Customizable Ordering Rules: Added settings to adjust how the system calculates suggestions, including safety stock levels and how far into the future to forecast needs.
Quote Shipping Updates: Improved the quote process to use specific shipping addresses and display full country names for better accuracy.
System Settings: Added a new option to show or hide the internal "box link" in service tasks and error tracking views.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-10-06

Introduced full support for RT licenses and RT software products throughout the system.
Added the ability to view and track RT license keys directly within serial number records and inventory lists.
Enhanced the product configurator to manage RT-compatible systems and specific software requirements.
Updated quotes and sales orders to clearly display included RT software, packages, and options.
Improved the license linking process to automatically distinguish between standard and RT license types for serial numbers.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-10-07

New Features & Improvements

Document Linking: You can now link related documents (such as invoices, delivery notes, and work orders) directly to one another to keep all relevant information in one place.
Item Mapping: When connecting documents, you can now specify which items on the new document correspond to items on the original order, even if quantities are split across multiple shipments.
Improved Shipping Visibility: Packing and shipping lists now clearly display the associated order number for each item, making it easier to track which products belong to which order.
Streamlined Quotes for HQ: Creating an order from a quote is now faster for Headquarters users, with simplified shipment date requirements and fewer manual steps.
Profile Settings Update: The process for choosing your preferred language and date format in your user profile has been updated for better clarity and reliability.

Here are the updates for this version:

License Management: Added new tools to generate and register license files directly within the ERP, and software options are now automatically filtered to show only those relevant to your selected product.
AGV Robot Missions: Introduced an interactive cart placement tool and a "Virtual Cart" view, allowing you to see and select specific slots when assigning items to robot deliveries.
Task Sorting: Improved the "My Tasks" list with faster performance and a new default sorting order based on planner priority.
Stock Service Improvements: Added a summary for faulty goods and enhanced the visual display of faulty serial numbers in internal stock records.
Interface Updates: Added a dedicated "Save" button to the internal stock service forms for easier record-keeping.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-10-08

Here is the changelog for the latest updates:

Production Tracking: You can now link internal services (INT) directly to packing work orders to better coordinate related tasks.
AGV Robot Management: Added an "Alternative Pickup Users" settings panel to handle delivery redirects when a user is unavailable, and improved warnings for unidentified box shapes.
Credit Notes: When creating batch credit notes, the system now automatically uses the pricing from the original product lot.
Expanded Help Guides: Added new step-by-step documentation for CRM accounts, contacts, software licenses, and the product configurator.
License Fixes: Resolved an issue where newly generated license files would not display immediately on the page.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-10-09

Recurring Activities: You can now set activities to repeat on a daily, weekly, monthly, or yearly basis, with improved visibility for upcoming events.
Enhanced Email Client: Added "Reply All" support and the ability to directly attach Quote PDFs to your email messages.
Advanced List Filtering: Introduced new column-level filters to various lists (including Accounts, Leads, and Opportunities) to help you find specific records more quickly.
Inventory & Serial Management: Added a new Inventory menu and a "Quick Calibration Quote" tool to streamline the management and quoting process for product serial numbers.
Real-time Form Validation: Forms for creating Accounts, Contacts, and Leads now provide instant feedback as you type to help prevent errors before saving.

Here are the updates for version 1.722.0:

AGV Control Panel Alerts: Added "outdated" notifications to alert you when data (such as missions or station buffers) has changed on the server, including a button to refresh the view.
Work Order Material Transfers: Added a new "Add All" button to quickly include all movable materials in a transfer.
Warehouse Location Tracking: Improved material moves between work orders to automatically remember and maintain original warehouse locations.
Form Improvements: Fixed an issue where the specific order of items selected in multi-select fields was not being saved correctly.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-10-12

Here are the updates for version 1.723.0:

Service Error Email Notifications: You can now set up automated email reports for specific service errors within a production facility to notify the relevant teams immediately.
Enhanced Robot (AGV) Monitoring: The robot control panel now displays status badges explaining exactly why a delivery is blocked or waiting, such as "no free carts" or "waiting for release."
Improved Work Order Tracking: Added new columns for tracking RMA and internal service statuses, assigned coordinators, and detailed material availability (including incoming, reserved, and used quantities).
Refined License Management: To prevent errors, the option to link software licenses is now only visible for items categorized as software in sales orders.
Simplified Product Forms: Cleaned up product information by removing the "Screw box number" field and reorganizing software-related settings into a more logical layout.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-10-13

Here are the updates for version 1.724.0:

Enhanced Internal Services: Added a new "Rework Status" field, color-coded task groups for better organization, and a new summary window to view linked service tickets directly from the production screen.
Improved Email Tracking: You can now see a history of sent emails, including the recipient's address and the exact time the email was sent, within the document and service sections.
Updated Purchase Suggestions: The Purchase Order Suggestions list now includes "Product Status" and "Ordered Quantity" to help you make better purchasing decisions.
Searchable Selection Popups: Added a search bar and scrolling capabilities to windows where you select multiple linked items, making it easier to find specific entries.
Project Clarity Improvements: Updated project and product tables to display full product names instead of abbreviations and refined which columns are visible by default.

Here are the changes for version 1.725.0:

New Production Guide: Added a detailed guide for "Fill CNC" work orders, explaining how the system automatically plans production based on stock levels and usage.
Serial Number Updates: You can now see the "End Customer" directly on serial number detail pages.
Account Inventory Filtering: The inventory list on Account pages now shows items based on the assigned End Customer rather than the sales partner.
Improved Serial Forms: Updated CRM and serial number views to include and organize end-customer information more clearly.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-10-14

Here are the latest updates to the platform:

Calibration Reports: Added a new setting to products and product types that allows you to choose whether they are included in merged calibration report downloads.
Invoice Autofill Improvements: Enhanced the invoice "Autofill" tool with a new detailed window that shows exactly which lines were matched and provides specific reasons for any items that were skipped.
Service & RMA Tracking: Added support for custom tags on external service records and improved notifications for high-priority service items.
Work Order Fix: Resolved an issue where "Required Modifications" would sometimes fail to appear or update immediately after scanning a component.
Dashboard Display: Fixed a visual bug that caused an unnecessary horizontal scrollbar to appear on embedded dashboards.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-10-15

Fixed an issue that prevented exporting account data to Excel.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

2026-10-16

HR User Guides: Added comprehensive new documentation and step-by-step guides for HR modules, including attendance requests, employee vacation details, job applications, and the HR dashboard.
Field Review History: Introduced a new "Reviewed fields" administration page that tracks the history of data confirmations and changes across the system.
Serial Number Status: Serial records now include a "Needs calibration" flag to help track equipment maintenance requirements.
Internal Services & Planning: Added a "Planner priority" column to the internal services table and updated production bins to automatically hide past or frozen entries.
Improved Inspection Warnings: On Goods Receipts, inspection warning icons now only appear for specific items that actually require an inspection.
Field Review History: Added a new "Reviewed fields" page in the Administration menu to track and manage the history of field reviews across the system.
Calibration Tracking: Serial numbers now feature a "Needs calibration" flag to easily identify items requiring service.
Presence Enhancements: Real-time presence icons now indicate if a colleague’s application tab is currently active or hidden.
Internal Services Planning: Added a "Planner priority" column to the internal services table to improve task organization.
Goods Receipt Accuracy: Fixed an issue where inspection warnings were appearing on items that did not require inspection.
Added a "Tasks" section and new status tracking (Internal and Order Breakdown) to Work Orders.
Introduced a "Product Lines" section to product forms for managing stock levels and warehouse locations.
Added summary totals for amounts and costs to the bottom of Goods Receipt item lists.
Fixed an issue where the status history view did not always display the correct historical entries.

⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.