Inventory

• The Product > Inventory tab now includes a new column customization button, allowing you to choose which columns you want to display.

  • You can also view costs (if you have the appropriate permission).

  • Your column preferences are saved locally on your device, so when you return, your view remains the same.

  • Added a Cost column, which can also be sorted.

• You can now control whether Notes and Project Allocations are displayed in a compact (icon) or expanded view.
  
  

  

• Multiple improvements were made to the Inventory Hold feature:

• You can now link an inventory hold to a Quote. If you do, you’ll have the option to auto-allocate the held inventory to the line with the largest quantity when converting the Quote into a Deal.

• This can be done directly from the Quote using the new Inventory Hold button, or from the Inventory module.

  

• Added a default expiration setting in Settings > Inventory. For example, if you set it to 14 calendar days, any new hold will automatically pre-fill the expiration date to 14 days from the allocation date.

  

• The Inventory on Hold report was improved — it now displays the expiration date, primary salesperson (if linked to a Quote), and supports column sorting for easier analysis.

  

Tasks

• The Add Task and Add Workflow buttons are now separate—no need to select between the two every time. This makes creating tasks faster and more efficient.

• The Task Modal has been redesigned to be about 40% more compact, allowing all settings to fit on-screen without scrolling on larger monitors.

• The Save/Action buttons in the Task Modal are now sticky at the bottom and remain visible while scrolling.

• Weekends in the date selector now have a darker background, making it easier to distinguish business days from weekends.

Files & Documents

• Clicking on files or documents now opens a gallery view, allowing you to quickly browse through images (use the arrow keys) or preview documents without opening a new tab.

Reports

• The Quote Performance report has been improved with several updates:

  • The chart now uses the colors assigned to each Quote state, instead of the previous default green/gray/red scheme.

  • You can now filter by specific Quote states.

  • Charts are clickable, allowing you to view the underlying data behind each section.

  • You can press the Esc key to close modal windows quickly.

  • Added a new section showing the top decline reasons.

  • In the Person/Date matrix, columns can now be sorted, and the person column stays sticky when scrolling horizontally—making it easier to see who each row belongs to.

Finance

• Added the Supplier to the Counterparty column for Transform/Split journal entries related to serialized inventory. The supplier is automatically taken from the Purchase Order used to bring that inventory into stock.

• When a payment is created from within a project, it is now automatically linked to that project.

  • This prevents accidental use of the payment in other projects.

  • The link is visible in the Create/Edit Payment modal, where you also have the option to detach the payment if you need to reuse it elsewhere.