We’ve added some new options to Product Grouping, giving you greater control over how product totals are displayed on Quotes, Sales Orders and other relevant records.

Use Populate Group Details to automatically create groupings for all products on a Quote or Sales Order.

There’s also more choice over the information included within each group. Alongside the Category and Description, you can choose to display:

• Discount % – the overall discount percentage for products in the category
• Discount – the total value discounted
• Category Cost Subtotal – the total buy price
• Category Subtotal – the total value before discount
• Category Subtotal with Discount – the total value after discount

Totals, including margin and discount information, are automatically calculated from the associated product lines. If those product lines change, existing groups are updated when the record is applied or saved.

You can choose which subtotal columns are visible through Additional Settings for Invoices, Purchase Orders, Quotes and Sales Orders.

Overall, the changes make it easier to create clearer, more useful product breakdowns, while giving you control over how much detail you want to show.

We're continuing to expand the flexibility of our Layouts feature, giving administrators even more control over how screens are presented to different users across the business.

Layouts can now be applied to Quotes, Invoices, Products and Projects, making it easier to tailor these areas of OpenCRM to the needs of specific teams and roles. By showing only the most relevant fields, you can create cleaner, more focused screens that help users work more efficiently.

We've also introduced the ability to reposition the Products section across all sales modules. This enhancement allows you to place product information where it makes the most sense within your process, helping create a more intuitive user experience and supporting the way your team works.

Key Benefits

• Layouts now available for Quotes, Invoices, Products and Projects
• Create role-specific screen designs for different teams
• Reduce clutter by displaying only relevant fields
• Move the Products section within sales modules to suit your workflow
• Deliver a more streamlined and user-friendly experience

These enhancements provide greater flexibility when designing OpenCRM around your business processes, helping every user see the information they need, exactly where they expect to find it.

OpenCRM’s data synchronisation capabilities have been enhanced, making it easier to connect with third-party systems that use MySQL databases. The updated interface allows data to be pulled directly from external MySQL databases and passed into OpenCRM through the existing sync framework, supporting a wider range of integrations.

While individual integrations will require bespoke development to handle specific data transformations, the new approach streamlines the process and opens the door for standardised integrations with additional third-party applications in the future.

The sync interface has also been extended to support additional OpenCRM modules and relationships, including Events, Contracts, Assets, Event Attendees, and Contact-to-Contract links, providing greater flexibility when synchronising data between OpenCRM and external systems.

Contact us for more details.

We've introduced a new Additional Settings option that gives workflow automation even greater flexibility. When enabled, all Email Plans and Action Plans triggered within a workflow or conditional chain will run, rather than only the final plan being executed.

This enhancement is particularly useful for complex workflows where multiple conditions need to trigger different actions or communications as part of the same process. Previously, only the last Email Plan or Action Plan set within the chain would run.

To take advantage of this new functionality, existing Conditional Email Plans and Conditional Action Plans will need to be edited and saved after enabling the setting. This update provides more powerful automation and ensures every relevant action is processed as intended.

OpenCRM includes an option to run workflow actions that normally trigger after a record is saved as a background process.

This can be beneficial in environments where a large number of workflow rules are executed during record saves, as it can help reduce delays and improve the user experience when creating or updating records.

How does it work?

When enabled, eligible workflow processes are queued and executed via a regular background poll rather than immediately after the record is saved.

When should I use this?

Consider enabling this option if:

• Record save times are being affected by complex or high-volume workflow activity
• You want workflow processing to occur in the background rather than during user interactions
• You are looking to improve overall system responsiveness

Is it enabled by default?

No. This feature is disabled by default and must be enabled through Additional Settings within OpenCRM.