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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.

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