2026-04-20

Security & Authentication

• New Login System: Introduced "Clerk" as a secure sign-in provider for the application.
• Sign-Out Improvement: Updated the logout process to ensure all security sessions are properly cleared.

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.