Product News

April 2023

Product Enhancements

Introducing Dashboard Management

Introducing Dashboard Management which enables users to edit, duplicate and share dashboards with your teams and users.



  • Copying Quotes  Quotes can now be copied multiple times, including the ability to move forward the Estimated Close Date at intervals when you copy. From a quote, select ActionCopy –then Select an Opportunity – a new dialog box displays asking how many quotes to create and at what interval; monthly, quarterly, annually or none. The interval moves the Estimated Close Date forward by the selected amount.
  • Quote List from the Quote view, Contacts can now be updated using the inline edit option.

What’s next settings

Pie Charts

  • Pie chart segments now include percentages.

Highlight Rules in the List View

Alert updates

  • When activating and de-activating alerts the status display is immediately updated.

Event Booking

  • You can now add User Definable fields to the booking list design.

Google Maps – Geo Coding 

Spend/Remaining Time

Importing O365 Contacts

SQL Server Checks

  • Server checks added for the minimum server SQL version 16 (2022).


The new Connect drag and drop designer tool is here, all the tools you know and love, in a modern and user-intuitive space.

Click to find out more…

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