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Upcoming Release 90

Enhancements:
Refresh" button on the Email Management window

  • The Refresh button has been successfully implemented in the Email Management window

show only the Web Enabled records for Referred By and Customer Type

  • Administrators can manage Referred By and Customer Type lists from General Setup > Marketing. When the corresponding settings are enabled, only records marked as Active and Web Enabled will be displayed in the Customer Profile section of the Shopping Cart 

 Email Management will allow that the fields "To", "CC", "BCC" to allow substituions 

  • When sending an email address salesperson can use any email address in the To, CC, BCC or the [[CustomerEmail]], [[BillingEmail]], [[SalespersonEmail]] substitution, using the new substitution service.

Bug Fix:
App Crashes When Using Search Bar in Payment Schedule

  • The search bar now filters the Payment Schedule list correctly without causing the application to crash. 

Performance issues with search box and Prev/Next in the Inventory Purchase Window
  • Search field data is now retained. Invoice entry performance has been improved. Grid results now refresh correctly when using Previous and Next.
CRM Management Report Fails with Data Conversion Error

  • The CRM Management Report conversion issue has been resolved. Data type conversion errors were corrected, report rendering now works across all supported output formats, and the Date Range and Salesperson parameters function as expected. 

Disabling the web enabled toggle does not remove the referred by in the portal

  • When the Web Enabled toggle is turned Off, the corresponding Referred By record is automatically removed from the Shopping Cart dropdown list and is no longer available for customer selection. 

 



Disclaimer:

 The Expected Release Date is our current target and is subject to change. Final deployment dates may vary depending on the outcome of our development, quality assurance, and testing cycles to ensure a stable and reliable release.