A new Organisation View feature has been introduced, allowing users to visualise company and contact relationships through a clear, family tree-style chart. 

Accessible directly from both Company and Contact pages, the tool provides an at-a-glance overview of customer structures, helping teams quickly understand how organisations and key individuals are connected. This is a great visual representation that works hand-in-hand with Billing or Contractual questions between Parent and Child Companies.

Smoother logins, even behind the scenes

We’ve made a behind‑the‑scenes improvement that means you’re far less likely to get logged out unexpectedly. If we need to switch traffic between servers, your OpenCRM experience stays uninterrupted — no dropped logins, no need to sign back in.

You won’t notice the change… except everything just keeps working.

New time‑saving upgrade for Custom Views 

You can now type directly into the Custom View dropdown to instantly filter the list. Start typing (for example, “Cust”) and matching views like Customer or Custom appear straight away.

A big win for anyone with long Custom View lists — and just the first step in rolling this smart search out to all picklist fields.

To make it easier to search and find items in the Recycle Bin, we've added paging, 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.