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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