You can view the previous release notes here.
Week 13 - release 191
This release focuses on enhancing user experience with improved onboarding workflows, refined UI elements, and streamlined quote management. It also addresses critical bugs to ensure smoother PSA integrations, better product handling, and optimized performance.
New Features
Onboarding: Simplified Category Management [TN-5644]
Introduced bulk edit and delete functions for categories, making it easier to manage large lists. Deleting a category now warns users about uncategorized products, ensuring better onboarding workflows.
Product Page: Dynamic Product Pricing Button [TN-4302]
A new feature has been added to simplify product pricing management. Admins can now clear explicit prices, costs, and markups for products with MPNs through a dynamic pricing automation tile on the dashboard. This ensures that sales prices are automatically calculated based on cost price and category markup, streamlining pricing workflows.
Click Configure;
Dashboard Tiles: Email Templates and Styling Setup [TN-5940, TN-5941]
Added new dashboard tiles to guide users in setting up email templates and signatures, as well as customizing page styling. These tiles are removed once the respective tasks are completed.
Improvements
Categories: Change Settings on Import During Provisioning [TN-5945]
All imported product categories now default to "Enable company visibility whitelist" and are set with a 20% markup. This ensures consistency and simplifies provisioning during onboarding.
Hide One-Time Setup Costs with Zero Value [TN-6455]
Resolved an issue where items with a one-time setup cost of zero were still displayed on the overview. These items are now hidden to improve clarity and reduce unnecessary information.
Multi-Currency Pricing UI Update [TN-6528]
Improved clarity of multi-currency pricing by updating labels and removing redundant elements. This ensures users can easily set fixed exchange rates for products.
Bug Fixes
HubSpot Integration: Deal Type and Opportunity Value Fixes [TN-6514, TN-6515]
Resolved issues where deal types were incorrectly updated during sync and opportunities without quotes had their values reset to zero.
Quote Module: Tax and Description Display [TN-6557, TN-6559]
Fixed bugs related to default tax settings and short descriptions not appearing on quotes. These settings now function as expected.
Product Sync: Distributor Mapping Errors Resolved [TN-6542]
Addressed issues preventing product synchronization due to missing distributor mappings. Mapping is now mandatory during PSA setup to avoid sync failures.
Procurement: Correct Status for Submitted Orders in Autotask [TN-6347]
Fixed an issue where submitted procurement orders were incorrectly marked as "New" in Autotask. Orders will now correctly display the status as "Submitted," ensuring accurate tracking and reporting.
Quote: Incorrect Total Display for One-Time Setup Costs [TN-6482]
Fixed an issue where one-time setup costs with a value of 0 were still displayed in the quote overview. These items are now hidden to improve clarity and streamline the quote presentation.
Quote: Edit Missing for Bundles as Add-ons [TN-6483]
Resolved an issue where bundles added as add-ons in quotes could not be edited. The edit button is now available, ensuring flexibility in modifying bundled products within quotes.
Whitespace: Missing Permission for Regular Users [TN-6499]
Resolved an issue where regular users in advanced tenants were unable to access whitespace functionality. Permissions are now correctly assigned, ensuring all users can utilize advanced features.