Sicon CRM

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

Added External Ref to Addresses
Added External Ref to Memos
Added External Ref to Contact Infos
Added the ability to set the default company type that gets selected when creating new companies
Added the ability to convert a prospect end user to an end user
Added a new setting to specify a default sales ledger account to use for sales documents raised for end users
Added the ability to raise Sales Orders, Quotes and Proformas for End Users

Added validation in company and person imports to throw a validation error if an External Reference has been specified more than once
Updated Android App Url for v22
No longer display the ‘Account Name’ and ‘Account Number’ on quotes list for prospect customers
Clear the account manager when migrating Sage200 contacts to companies
Default the currency lookup for prospect customers and supplier to the base currency in Sage
Fix importing sent emails through the API
Fix to allow users to create company links when to End Users when creating sales orders, quotes or proformas from the End User and they select a sales ledger account
Fix to align the close button to the right when creating, amending or viewing cases (Issue would happen wth the button panel controller where it would get placed into ‘>>>’ incorrectly)
Fixed all instances where the spell checker had been serialized into the designer
Added the ‘Opportunity Reference’ and ‘Case Reference’ to the relevant export and imports
Improved the memory usage of all import instruments
Fix to also filter Country Codes on the ‘Code’ column as well as ‘Name’ when populating the country code dropdown on a Sales Order
Copy the country code that gets set for the sales order delivery address to the VAT country code
Fixed setting the delivery address to the End Users address when creating orders

Date applied: May 6, 2022