We've added a merge variable to allow you to automatically number the Despatch Note PDFs you generate from Sales Orders. This is a great feature if you send items from a single Sales Order in batches, and want to keep the customer up-to-date with the progress of the Order.

For a full overview of the Despatch process, take a look here.

One key feature of a good Helpdesk system is to know when someone has picked up a ticket. To help with ticket management, we've added a couple of options on the "Progress Ticket" menu that allows you to quickly reassign or reassign and progress tickets.

For more details on managing Tickets via the helpdesk, take a look at this FAQ.

Our Jotform integration is super popular - it is a very flexible form-building tool that allows you to create or update all manner of  information in OpenCRM via an online form.

We have now added Contracts to the list of modules you can interact with in OpenCRM. Take a look here to get the lowdown on our Jotform integration.

We have successfully optimised a key area for performance within the On Save workflow.  Typically, this is when most customer choose to run Workflow, on Save of a record.

The re-engineered logic now performs conditional checks more efficiently, consolidating what were previously separate database queries. This enhancement has resulted in a significant reduction in the overall save time for records, thereby improving system responsiveness and the user experience.

Take a look here for an overview on what you can do with Workflow.

For a long time now we have offered the ability to import to sales entities (Quotes, Sales Orders, Purchase Orders, Invoice). Part of that import involves adding Product lines.

Given that we integrate with various eCommerce sites, it makes sense that you can import a lot more information to the Product record than is held on the Invoice. Details such as Sales Nominal or Product Category are not only super useful, but at times essential for example when pushing Invoices (and related Products and Customers) to Xero.

Therefore we have added the ability for you to import to any Product field as part of the Sales import process