2026-07-03
Here are the updates for version 1.692.0:
- Custom Tagging System: You can now add, search, and create custom tags across all major modules, including Accounts, Contacts, Leads, Opportunities, and Orders.
- Enhanced Task Management: The task list now includes a search bar, the ability to filter by status (Open/Closed), and options to sort tasks by name, due date, or creator.
- Improved Serial Number View: Added a dedicated CRM view for serial numbers that displays associated customer details, contact persons, and sales history.
- Opportunity Tracking: Added new "Won Date" and "Lost Date" fields to opportunities to better track when deals are finalized.
- Smart Shipment Dates: Quotes now automatically suggest the first available shipment date and prevent the selection of invalid dates based on the items ordered.
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