General 

• Incorporated various UI and UX improvements, including enhanced support for the English language within the Resource, Sales, Task, Customer, Webshop, Supplier, and Purchase domains.
• Improved the speed of Campaign distribution by skipping unnecessary URL conversions when they are not needed.

File Archive

• Added the ".xlsm" file extension to the allowed list for file uploads. 

ImportWizard

• All users can now see error details for database exceptions during imports via ImportWizard (previously, only SuperAdmins had access).

Voucher Management

• Profile selectors (for automatically setting Profiles on documents during creation using specified criteria) can now be specified at the client level. In the Supplier view, the "Profile Selector" and "Voucher Documents" tabs have been consolidated into a "Document Center" tab.
• Added an option to set a Profile as required on a Posting Type and to add match type/criteria on Posting setups for a Posting Type. This is used to select the correct setup by default when creating a document.
• You can now specify match type/criteria when setting up available Posting setups for a Supplier. This is no longer done in the "Terms" tab but under "Document Center" > "Posting Setup Selection." Match criteria are used to set the correct setup when creating a document. The setup is applied to the document only when there is a single match.
• Changes have been made to the display of Posting setups in the dropdown menu in the Voucher Management document view. The results are now filtered by Profile if relevant. Selecting and using a Posting setup will not be possible if required fields are missing, such as a Profile for Posting Types that require it, or a Customer/Supplier for Posting Types with a sub-ledger.
• Posting lines are automatically added to the document using the auto-matched setup when available. Unless the type uses Invoice Control or we are missing Supplier/Customer for type with sub-ledger.  

Scheduled Jobs

• Improved the sorting of parameters in the Scheduled Jobs view. The parameters are now sorted alphabetically, ensuring consistent and orderly presentation.

Offer (Sales)

• Added the system state "Replaced" to the Offer head, which is used for Offers that are "Rejected" and replaced with a new Offer.

Order (Sales)

• Implemented multilingual support for predefined phrases in mobile Order creation.
• Added a warning message when opening an Order if the salesperson is a disabled user.
• Implemented a percentage completion field for Orders, allowing users to manually input the Order's completion status (0-100%).

Entity Sales  

• Fixed an issue where the customer defined on Capital Items was not considered as the default stock customer during the part exchange of entities. Instead, the system used the default customer defined as the stock customer.

Makes and Models

• Resolved an issue where it was not possible to deselect all rows in the item grid within the Makes and Models view.

Point of Sale (POS)

• You can now choose whether to disable the automatic accumulation of quantity when adding the same item multiple times; instead, it will be added as separate lines. A new setting has been added to enable or disable quantity accumulation in the POS setup. This setting will apply when adding the same item multiple times in Touch Order.

Webshop

• Support for the ZIP code was added to the Webshop contact request form.

Integrations

• Upgraded PRISM integration by merging customer extract data into the general DMS extract and adding a new "Technicians" element.

Items

• Added a filter for the created date (from/to) in Item Search.

Entities on Stock (Entity Insights)

• This tab has been updated so that an Entity now appears on only one row, even if it is connected to multiple Sales Orders (Entities should typically be connected to only one Sales Order). A red marker now appears on the Project Number and Order Date if the Entity is connected to multiple Orders, alerting users of this issue.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 

 NEW!  Quick3 Database Upgrade

• We have upgraded the Quick3 database, resulting in a 20% faster median response time for all of Quick3.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

 NEW!  Smart Tab Features   

With this update, we have added several new Smart Tabs in Quick3, designed to enhance your workflow and provide critical information at your fingertips. Here’s what’s new:

Serial Number Tab on Item

• The Serial Number tab lists Serial Numbers related to each Item, allowing users to see which Serial Numbers are currently in stock. This feature is particularly useful for tracking Items that have been purchased but not yet sold, providing a clear overview of inventory.

Purchase Tab on Order

• The Purchase tab on Orders provides information about the most recent or best-matching Purchases for Items included in the Order. This allows users to easily look up important details for warranty claims without having to open each Item individually.

Block Totals Tab on Order and Offer

• The Block Totals tab enables users to quickly view key metrics such as gross profit, planned hours, tracked hours, and more per block. 

Shipments Tab on Sales Insights

• The Shipments tab offers a simplified view of Shipments, making it easier for users to match Shipments to Invoices from the Shipping Agency, streamlining the shipping process.

GL Period Totals View on Finance Insights

• The GL Period Totals view allows users to "play" with GL amounts through flexible use of grouping, pivoting, and more, providing a dynamic way to analyze financial data.

GL Raw Data View on Finance Insights

• The GL Raw Data view enables users to access larger amounts of GL transactions than the GL Search allows, offering a broader perspective on financial data.

Model Applications View on Entity Insights

• The Model Applications view lists all Model/Item connections, providing a clear overview of how different Models and Items are linked within the system.

Repeating Orders Tab on Customer View

• This feature lists Repeating Orders, which enables end customers to manage their subscriptions in the Webshop. It is also beneficial for all our customers who use the Repeating Order Module.