Desktop CRM update v6.5.27 has been released

We’re pleased to announce the release of v6.5.27
Changes in this release:-

  • New: added Copy-to-MailAddress icon in “Create New Company” screen
  • New: added Copy-to-Mail and Copy-to-Street icons in company record
  • New: changed the ‘View Map’ icon
  • Change: opening attached documents that default to an App rather than a ‘Desktop App’ in Windows 10 now works
  • Change: F1 removed as option on the help menu as it referenced an obsolete file. Use the Online Knowledge base entry for help.
  • Fix: On initial entry to the Opportunities tab the ‘days open’ field does not show and will only appear after the Customer Service tab has been accessed.
  • Fix: companies tab, when returning from an activity note view window the list of activities no longer ‘jumps’
  • Fix [#2879]: cannot close Opportunity when Stage Notes are activated
  • QuickBooks desktop integration
    – Enhancements to the import of Customer:Jobs from QuickBooks Enterprise
  • MYOB EXO integration:
    (1) Change: when an EXO Customer is assigned a price level in EXO then the CRM price level should not be shown in the company’ Pricing tab, but the EXO price level name should be displayed instead.
    (2) Fix: when creating or editing a quote in CRM do not use the CRM pricing but use the BestPrice function in EXO to get the correct price for that customer
    (3) Fix: SQL error when creating new EXO customer via accounting menu if delivery address mapping 5 is in use
  • New: introducing import of accounting customers from Sybiz SQL

Download link: v6.5.27 installer

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