What’s New: Release version 3.5.0

🔗 Integrator

Creating integrations

• Added recommended custom field groups for each module and displayed a green checkbox when connected
• Fixed a bug when the “Easy integration” template could not be clicked
• If an integration does not offer any pre-mapped templates, the system does not display “super easy integration” for it

🧩 Modules 

Custom field groups

• Fixed bug when creating a space and connecting a group of custom fields into a specific position (e.g., in a new tab), where this option was not reflected in the space settings

Space user roles

• Fixed a bug for a system admin who could not set the “Everyone” group as the owner of a space

Stock items

• Fixed a bug when creating a stock card (through a stock item) – the option to “Create a new stock card” appeared on many lines instead of one
• Fixed application crash in the Stock items module

Table view

• In the table view in modules, when enabling the “Data flow” function, we added a function to the “New import scenario” button that will directly open the creation of a new integration
• Added a “+” button to the bottom right corner of the spreadsheet, which offers the option to create a new import or export of data and takes the user to “Connect” or “Share” view
• Added a new “conditional colouring” function, which allows to highlight either individual items or whole rows in the table view when a condition occurs based on the user’s choice – e.g., it is possible to highlight all items starting or ending with a specified letter, to find identical data, or to highlight empty rows; the user has the option to choose between two system highlight colours or to choose a custom colour

Integrations

• Scenario view – correcting an incorrect sorting of integration scenarios in the tabular view of individual modules
• Added option for the user to set a column for each space key also when creating a new integration; it is possible to change this setting during each integration step

Charts

• Fixed the display of icons in charts

Notes

• Fixed a bug where it was not possible to switch to the “Connect”, “Share,” or “Consolidate” view in the Notes module

Consolidate view

• Hid “Column keys” and “Field name” columns in consolidate view and moved these options to table settings

Warehouses, Purchases, and Business orders

• New connection of the issue from an order with the issue from a stock request
• New connection of the receipt from the purchase order with the receipt from the stock request
• New field in the order detail that displays how many items have already been picked or stocked
• When creating a warehouse requirement from an order, the user will see the order in the “required for” column; fixed whispering of the correct number remaining when reissuing a partial order + correction of whispering of the correct number when restocking a stock request

Forms

• Fixed displaying/hiding of custom field group columns in the table view of forms and inquiries

Contacts

• Fixed adding and saving additional information to a contact

⚙️ System & Settings

Homepage

• Added enhanced functionality for the “integrator” button in the bottom right corner of the main desktop. There will now be options to: create new integration (takes the user to the module of their choice in the “Connect” tab), API keys, and enter integrator.
• Added color animations to the “upgrade” buttons on the main desktop during the trial version of the system
• Fixed the counting of operations performed in the system (operation count is automatically updated daily) + added the possibility to update this count manually whenever the user needs to (added to the main desktop as well as to the system settings)

Design changes across the system

• Unified line size to 40px, and headings to 14px
• Improved design in the table view for labels, statuses, and assigned users
• Improvements to the table view in the Tasks module

System settings – new automation

• Fixed missing spaces for Business orders, Business offers, and Invoices modules when creating new automation in the system settings

Across the system

• Wherever “Create new” is offered in the system (e.g., Contact list, Business case, Product list), a unified design component is created
• Created two new modales for users regarding the number of operations in the system – the first modal warns when the number of operations on the system reaches 90%, the second modal appears when the user exceeds the operation limit; the user has the option to increase the limits by upgrading to a higher license or wait for the limits to be renewed

Custom fields groups

• Added labels for users for each custom field group, which are pre-prepared by the system for better information on how these groups can be used

Profile

• When a user uploads a profile picture that is too large, added option for the user to reduce the picture to a size appropriate for the profile picture

The mobile version of the system

• Fixed a graphical bug in User invitations – the input for the invited user’s email overlapped with the role option

Payment methods

• Added “Edit plan” button in the system settings for payment methods in case the user has selected a custom payment method
• Fixed incorrect display of current price plan in system settings