211.1.31

Issues Resolved New Features Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


New Features
  • Added the ability to get a Company Status by number through the API
  • Added Sector to Company Search
  • Added a new setting to determine whether the assigned team should be updated when the assigned employee changes for tasks
  • Added a new setting to determine whether the assigned team should be updated when the assigned employee changes for opportunities
  • Added a new setting to determine whether the assigned team should be updated when the assigned employee changes for cases

Issues Resolved
  • Changed the Web Api Connect method to not check enable strings
  • Resolved an issue on Case Search where it was not showing analysis code 1 in the list.
  • Resolved an issue creating quotes for prospect accounts at the same time
  • Changed the person text box control to use a view for increased performance
  • Sage Notifications will now be disabled when cases, opportunities and tenders are saved (fixes case confirmation closing automatically)
  • Resolved an issue with drag and drop onto the person popup list text box

Date applied: February 25, 2022