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Improved scrolling behavior for tables, specifically on the Engraving page. Fixed an issue where table content could be cut off by enabling horizontal scrolling in detail views. Improved the reliability of saving task reservations. Improved update notificat...

Sales forecasts are used in Sales to forecast a company profitability..

This action requires the "Create sales forecast" permission. To create a new sales forecast, click the "+" button above the table. This will open a modal window, where the sales forecast timespan can be set. Forecasts are automatically created for the ERP's ro...

Here are the updates for this version: Enhanced CRM Dashboard: Added several new widgets to track sales targets, campaign performance, and account hierarchies, providing a more detailed overview of your sales pipeline. Improved Address Selection: The address ...

Here are the updates for version 1.687.0: New Signature Section: You can now add, edit, and delete signatures (including name, department, and work position) on Invoices, Delivery Notes, and Shipping Lists. Improved Stock Export: The Excel export on the Stock...

Here are the latest updates to the ERP system: Fixed Assets: Added a new "Cost Center DW3" column to the table view for better tracking. Invoices Received: Improved the accuracy of invoice items by ensuring tax rates and values update automatically when chang...

Changelog Advanced Currency Handling: Added a "Price Lists and Currencies" section to Quotes, featuring automated exchange rate updates and support for transfer price conversions. Enhanced Invoicing: Redesigned the invoice creation window to allow for selecti...

Improvements & New Features Task Management Update: The "My Tasks" dashboard now features separate tabs for ERP and Process Manager tasks, including a new option to show or hide completed tasks. Enhanced Product Details: Added new fields to product forms to t...

Fixed an issue where the activity count badge failed to display correctly on sales orders and quotes. ⚠️ This description was automatically generated from the git diff. Please review and edit the text before publishing.

Here is the changelog for version 1.691.0: Redesigned User Profile: Overhauled the profile page with a fresh layout, easier profile picture management, and simplified access to settings and integrations. Enhanced Promo Requests: Added page navigation (paginat...

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 s...

Changelog 1.692.1 Improved Financial Accuracy: Fixed profit margin calculations for sales orders and corrected total amount tracking when importing sales forecasts. Enhanced Work Order Planning: Added a "Wanted Date" field to work orders, allowing for better ...

Improved Work Order Planning: Added a "Wanted Date" field to work orders, allowing for better scheduling of internal items that are not linked to a specific sales order. Enhanced Goods Receipt Interface: Redesigned the product display in Goods Receipts to sho...

Financial Calculations: Improved the accuracy of margin and profit calculations in sales orders and sales forecast imports. Work Order Planning: Added a "Wanted Date" field to work orders to help the planner schedule items that are not directly linked to a sa...

Changelog New AGV Cart Interface: Introduced a dynamic visual interface for managing and viewing robot cart layouts. Improved Navigation: Added direct links to work orders within the AGV control panel, allowing users to jump to details quickly. Enhanced Servi...

Changelog Enhanced AGV Robot Control: Added a new dynamic visualization for robot carts and introduced direct links to Work Orders within the AGV Control Panel for easier navigation. Improved External Service Tracking: Updated the system to more accurately id...

New Form Fields: Added "Intrix department" to contacts, "Default shipping cost" to country settings, "External invoice number" to delivery notes, and "Incoterm location" to shipping lists. Quote & Sales Enhancements: Improved financial summaries with new VAT ...

Any saved table filter can be linked to the “Send daily filtered email report” scheduled job. Once linked, you receive a daily e-mail with the filter’s current matching rows attached as a spreadsheet — great for “send me everything that matches X every morning...