New Workflow Enhancement Makes Sales Document Creation Faster and Easier

We've introduced a new enhancement to help streamline sales processes and reduce manual effort when creating sales documents through Workflow. This adds functionality to Workflow that you already have when converting a sales record manually.

A new "Inherit Products" option is now available when configuring a Workflow to create a sales record from an existing one, such as generating a Sales Order from a Quote.

When enabled, OpenCRM will automatically copy all product lines from the source document to the newly created record, saving time and ensuring consistency throughout the sales process. "Inherit Products" is supported across a range of sales document conversions, including:

• Opportunity to Quote/ Sales Order/ Invoice
• Quote to Sales Order/ Invoice
• Sales Order to Invoice

This enhancement helps teams automate document creation, minimise duplication, and keep sales data consistent as opportunities progress through the sales cycle.

Keeping your pricing accurate just got easier.

OpenCRM includes an additional setting that can automatically update product prices whenever a different Price Book is selected. Once enabled, the product grid will instantly refresh with the pricing configured in the chosen Price Book, helping to reduce manual updates and ensure consistency.

Better still, this works whether the Price Book is changed manually, via a Jotform submission, or through Workflow automation.

Contacts can now be added as a secondary module on Asset reports. This allows for reporting on Assets and their associated primary Contact details.

When Contacts are included as a secondary module, an "Email Contacts" button will be available, enabling bulk communication directly from the report results.

Managing customer communications from Assets just got a whole lot easier.

We've introduced a range of new email capabilities within OpenCRM Assets, allowing users to send emails directly from an Asset record without leaving the screen (see this FAQ for a list of available merge variables you can insert into emails). But that's just the beginning.

You can now automate Asset-related communications using Email Plans, ensuring the right messages are sent at the right time. For even greater control, Conditional Email Plans can automatically trigger emails when specific criteria are met, helping you streamline processes and reduce manual effort.

Whether you're sending one-off messages or building fully automated customer journeys, OpenCRM now gives you more flexibility than ever when working with Assets.

We’ve given our Clickthrough Wizard a major revamp—making it faster, smarter, and more flexible than ever.

The updated Wizard introduces a more agile way to create, track, and manage every interaction from your email campaigns. From monitoring engagement at a glance to drilling down into exactly who clicked, opened, subscribed, or unsubscribed, everything is now easier to access and act on.

Whether you’re reviewing high-level performance or exploring detailed user behaviour, the Clickthrough Wizard now offers a clearer path to understanding—and improving—your campaign results.