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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.

⚠️ Ta opis je bil ustvarjen samodejno iz git diff-a. Prosimo, preverite in po potrebi popravite besedilo pred objavo.

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