2026-08-19
Here are the latest updates for version 1.697.0:
- Expanded AI Filtering: AI-powered search is now available on more lists across the system, with improved feedback messages when filters are applied.
- Filter Syntax Help: Added a new help guide (accessible via a question mark icon) that explains how to use advanced search symbols for dates, ranges, and comparisons.
- Email Client Update: Added the Gmail logo to the email client for better visibility when using Google integration.
- Improved Quote Pricing: Enhanced the automatic selection of currencies and exchange rates when creating quotes linked to specific price lists.
- Flexible Table Presets: You can now save your table view presets even if you only changed the visible columns.
Changelog
- New Companies Management: Introduced a dedicated section to manage multiple companies and link them to specific countries, invoices, and orders.
- Country-Based Defaults: Account forms now show helpful hints for settings like price lists and payment terms based on the default values of the account's country.
- Automatic Activity Tracking: Emails sent through the system are now automatically recorded as completed activities in the CRM.
- Enhanced Activity Details: Added a new field to include additional participant email addresses when creating or editing activities.
- Improved Table Links: Phone numbers and web links in list views are now clickable, even when multiple entries are listed in the same column.
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