Resolved instances where saved item categories in a party’s discount list could appear as “Unknown Option” after refreshing the page. The correct category is now displayed immediately.
Users can now create a ticket directly from a CRM chat or email, keeping a link to the original customer conversation.
Added custom ticket statuses. Administrators can create and colour-code statuses that users can select when creating or updating CRM tickets.
Implemented a resolution to CRM chat updates so new replies, unread indicators and latest-message previews appear without refreshing the page. The chat list and open conversation now remain in sync more reliably, with fewer message delays.
Updated legacy screens to use the newer side notification style, making success and error messages more consistent.
Updated modal windows so headers and action buttons remain visible while long content scrolls within the modal. Modals are also limited to the browser height, making Save, Cancel and other actions easier to reach on smaller screens.
Quick Find now opens a project immediately when a project code returns only one result, removing an unnecessary extra click.
Users can now personalise Project pages by showing, hiding and rearranging sections. Each user’s preferred layout is saved between sessions and can be returned to the default layout when needed.
Subproject doesn't pick up the parent project, says "Unknown option"
Resolved an issue where a subproject’s saved parent project could appear as “Unknown Option” in Quick Edit. The correct parent project is now displayed.
Incorrect price calculation
Solved a CPQ pricing issue that could cause the total charge to differ from the subtotal plus tax by one cent. Subtotals, tax and final charges now use consistent rounding.
