211.1.28
Issues Resolved New Features Pre-release Change in FunctionalityPre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Enabled the ‘Account Tab’ on company details for ‘Prospect Customers’. Only Quotes will be visible here
Issues Resolved
- Resolved an issue with the task entry form where it was not taking into account any linked sub types when filtering the task list (eg, case type)
- Changed Company search to disable the new opportunity button if the company type is not customer related
- Changed Person search to disable the new opportunity button if the company type is not customer related
- Changed the Account Manager Column on company search to separate columns for first name and surname so its sortable
- Changed the Trader Reference drop down on the company selection list to separate customer and supplier account references so its searchable.
- Resolved an issue with Fix List custom fields where they were not respecting the sort order
Change in Functionality
- The task due date and end time will now default to the current time when a new task is created
Date applied: February 25, 2022