Sicon CRM

Issues Resolved

• Moved prospect currency to the details tab of the company form
• Fixed an issue where emails would not send from the web api
• Fixed an issue that would stop emails being sent from the web if the web api user was not linked to an employee and not other employee was in session
• Fixed an error that would occur when creating new activity records when the current user is not linked to an emlpoyee
• Changed the TaskAppointment Instrument to pick up the current employee from session
• Fixed an issue displaying the line selection form after quotes are selected via an opportunity
• Changed the task form min width to 1024
• Changed Company Types to default the next number
• Changed Company Link Types to default the next number
• Changed Company Statuses to default the next number
• Changed Person Statuses to default the next number
• Changed Severities to default the next number
• Changed Priorities to default the next number
• Resolved an issue where the quote line selection form would be shown twice when amending a quote that was opened from an opportunity
• Resolved an issue with scripts not running on the ViewProformaDetails form
• Resolved an error that would occur when converting a quote to a proforma
• When tasks are deleted and sent to outlook already the appointment will be updated to ‘Cancelled’
• Changed the calendar dasboard to default to todays date
• Resolved an issue in the territories factory that could occur if the current user is not linked to an employee
• Changed the Task Maintenance List to remember column orders
• Changed the Case Maintenance List to remember column orders
• Changed the Opportunity Maintenance List to remember column orders
• Added Currency to Prospect Companies in the API
• Added Territory Filter to Company Search in the API
• Added ability to get only Territories for Current Employee in the API
• Resolved an issue with the Person selection control where it would contain blank spaces when no person selected
• Added validation to the company maintenance instrument to validate prospect accounts have a currency selected
• Resolved an issue on the task maintenance form where the reminder type would not default to ‘None’
• Changed the sales year period balances in the API to use financial years instead of calendar years (web)
• Resolved an erorr that would be displayed if there were critical conversion issues when converting quotes and proformas
• Fixed Tooltips on the settings form
• Customer / Supplier selection is now disabled and pre-set when entering an quote, order, return etc for a company
• Resolved an issue with tab page anchoring on the settings form
• Changed opportunity search views to sort in descending order of opportunity reference by default
• Resolved an issue in the opportunity import form where it was referring to an incorrect dictionary when checking whether to update an existing opportunity
• Scripted the View Purchase Return Line Form
• Resolved an issue on the POP Order Return Entry form where tasks and cases would be cleared after adding lines
• Fixed anchoring of the “show opportunities where i am the end user” check box
• When creating prospect quotes from a CRM company the account manager will now be set
• When creating prospect quotes from a CRM company the opportunity list will be filtered by company
• Fixed an issue when converting a proforma to an order when the crm details would not be copied across
• Resolved an issue when creating opportunities from within a company or person context where the opportunity currency was not set to the company currency
• Resolved an issue in all places where a Sicon Team is read to handle cases where the Team has been deleted
• Fixed an issue on sales order entry where the account manager would be reset after a line was added
• When quotes and proformas are converted to each other the account manager, opportunity and case details will be copied too
• Added additional validation to company creation to ensure multiple companies cannot be linked to the same sales ledger or purchase ledger account
• Changed the opportunity search form to use lazy tabs for the forecast (performance)
• Renamed the Login details form to Employee Login Details and moved from the Mobile Section to the Employee Section
• Improved the performance of the Company Details Form
• Resolved an issue where the edit and delete email buttons would be visible in view mode
• Activity tab will only appear when there is activity to show
• Changed the end user company drop down on opportunites to not filter by end users, only companies where the current company is the business partner
• Resolved an isuse when filing communications where an error would be displayed if too many receipients or senders
• Updated the App Url for v21 release for android
• Updated the App Url for v21 release for ios
• Resolved an issue when creating new companies where an error would be displayed when trying to load opportunities for end users
• Enable setting line selected and updating an Opportunity Values from a line through the API
• Fixed SOPOrderReturn header values incorrectly updated when Lines are added Edited or Deleted through the API
• Changed all search forms to open records in view mode rather than edit mode on double click
• Changed the View and Amend Case forms to show the case reference in the title
• Changed the View and Amend Opportunity forms to show the case reference in the title
• Changed the View and Amend Tender forms to show the case reference in the title
• Gave Company Link Types a fixed number and system reserved flag to ensure Business Partner and End User types always exist
• Fixed an issue in the person import instrument where it was not defaulting the IsPrimaryPerson property
• Fixed a spelling issue in the person import instrument – Import Perople -> Import People
• Improved the display of invalid company/person combinaton on address import
• Improved the display of invalid company/person combinaton on contact info import
• Improved the display of invalid company/person combinaton on person import
• Improved the display of invalid company/person combinaton on GDPR import
• Improved the display of invalid company/person combinaton on Person Memo import
• Improved the display of invalid company/person combinaton on Case import
• Improved the display of invalid company/person combinaton on Task import
• Improved the display of invalid company/person combinaton on Opportunity import
• Resolved an issue when converting a quote to an order where it would fail if there was a discount available
• Resolved an issue with custom field editors where a selected value would not be detected when checking for mandatory
• Change the feature factory to cash all features in the inititor pattern
• Resolved an issue in the web api where it was not returning analysis list values
• Resolved an issue on SOP and POP Order entry where the cashflow controls would not enable if an account was selected by short name or post code
• Resolved an issue with sending tasks to outlook where it would fail if there was a new line in the subject
• Resolved an issue in the Case Comm Template View where it was still referring to serial numbers
• Resolved an issue in the CommunicationTypes controller where a method was named incorrectly
• Added handling to the TaskAppointmentInstrument so it does not attempt to send appointments with no recipient email address