1. Features
2. Product Updates
3. Fixes
   • CRM
   • Financials
   • Portals
   • Reports

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Fixes

CRM

• We fixed an issue where deleted Contacts were sometimes incorrectly set as the Contact on an Opportunity which is linked to an Individual Account that had been previously merged.

Financials

• We resolved an issue on the Account page where, during the allocation of a Credit Note, an incorrect error message would appear, wrongly indicating that the specified amount exceeded the credit note amount.

Portals (LMS, WebLink)

• We resolved an issue preventing the confirmation of the booker’s details and address in WebLink, with authentication enabled, when an account with the same name already existed.

Reports

• We've improved the autocomplete speed for Email Statuses when creating Reports on the Email entity with the Status field, ensuring a significantly faster experience.