To make it easier to search and find items in the Recycle Bin, we've added paging to that screen, which will display a default of 50 records at a time. You can still search across the whole recycle bin. Click here for a quick overview of how the Recycle function works.

When you are working on a record that already has a Company linked to it (for example, a Sales Order or a Ticket) and you want to add a Contact, the search will automatically show only Contacts related to that Company. This is the longstanding behaviour, however.

With this latest enhancement, the search will now include:

• Contacts whose main Company is the linked Company
• Contacts who are linked to that Company as a secondary relationship

This means that if a Contact is connected to more than one Company, they will still appear in the search results.

This is especially helpful if your organisation uses a layered Company structure (such as a Head Office, branches, or departments saved as separate Company records). It makes it much quicker and easier to find and link the right Contacts to Sales Orders, Tickets, and other records.

It also ensures that the correct Contacts and information are more visible and accessible in the Customer Portal.

We now have a simpler way of adding additional fields to the data output in our integration with Sage50. For further information contact your Project Manager if you have an active project relating to your Sage integration, or drop a line or live chat to the support team.

For information about what is mapped as standard, please refer to this FAQ.

We have tidied up a minor disparity between the Sales Stage field options available on the Lead Conversion screen, and the options available on the Opportuntiy screen. Both lists will now defaut to the first value in the picklist. This includes any "--None--" or "--Please Select--" or similar placeholder value.

You can still override the default to pick the stage required. Take a look here to learn more about the Lead Conversion process.

We have updated the icons that you use to switch between Board, List and Graph (where relevant) views as well as the icon to create/ edit Custom Views

Board view is a super useful way of viewing data as opposed to in list form - take a look at this FAQ for more information.

As well as how the data is rendered, you need to set some parameters to make sure the data you see is useful and relevant. That's where creating Custom Views comes into play.