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.

AI-Powered Partner Filters: Added a new search tool that allows you to find partners by simply describing what you are looking for in plain English.

New Contact Fields: Partner addresses now include dedicated fields for contact email and mobile phone numbers.

Enhanced Currency Display: Shipment documents now show total amounts in their original currency via a hoverable tooltip, alongside the default currency.

Improved Activity Tracking: Fixed an issue where tasks and activities were being incorrectly categorized as "Past" instead of "Upcoming."

Field Permissions: The "Opportunity" field is now automatically hidden for users who do not have the specific permissions required to view it.

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