- 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.