2024 FireHawkCRM Web Updates

Added: Payments list will now show on bills.
Fixed: Balance calculation in client header.

Fixed: Converting an order to an invoice with a line item without a price will now work correctly.
Fixed: Reports will now fetch multiple child entities from a child entity correctly.

Updated: A form downloaded from an export button will now show in the export history.
Added: Ability to copy user invitation link from user invites list.
Updated: Optimised scrolling on the support board to improve performance.
Updated: Phone validation service to handle newer phone numbers.
Fixed: Default values set on client creation will no longer override data entered in the client creation pop-up.
Fixed: Default values on date fields set on client creation will now take into account the team timezone.

Updated: The default values set when creating a client will no longer default fields on pages hidden behind conditions.
Updated: The default values set when creating a client will no longer override existing fields.
Updated: The default values will now be set upon client type conversion.
Updated: Reports are now able to fetch quote templates.

Updated: Task list has been converted to the new list format.
Fixed: Global reports will now save correctly when updating them.

Fixed: Backorder quantity will reset when changing the stock item.
Updated: Adjusted size of team logo.
Updated: Scrolling on tabs to be more responsive on small devices.

Updated: Fields can now fetch and copy data from a client that is attached to the item.
Fixed: Error due to invalid data when fetching items.

Updated: Error message pop-ups will now be scrollable for long error messages.
Updated: Single line addresses can now be set to display the business name.
Added: The to-do tab on the right-hand side menu now displays the number of items complete and total amount.
Updated: Styling of the column scroll bars on the support board.

Updated: User list should now show the assigned user group.
Fixed: Pop-ups now sizing correctly.
Fixed: Default values will now be set for fields hidden behind other fields that have a default value.

Added: Ability to set the default page that is opened after logging in.
Fixed: User profile tabs will now load correctly.

Fixed: Accepting quotes on external quote view will no longer allow multiple clicks.
Fixed: Error message typo when logging in with wrong email or password.

Updated: Interface and functionality of email inbox.
Updated: Styling and behaviour of client header.
Updated: Make a payment button on external invoice will now hide if invoice has been paid.

Fixed: Item segment picker will no longer show archived items.
Added: Ability to disable a date field if the loaded date is before the current date.
Fixed: Quotes that are sent to Xero will now display the Xero button correctly.
Added: Ability to set permissions on an option in segment pickers.

Updated: Loading indicators across CRM.
Fixed: Button fields will now line up when having no label.
Updated: Styling and responsiveness across CRM.

Fixed: Australian addresses will no longer save the county field.

Added: Creating a supplier can now require a certain user permission.
Added: Ability to remove support if user has a certain permission.
Added: Ability to save all downloaded exports to the files tab on the client.
Added: Ability for the add and remove event button on the calendar with a user permission.
Added: Ability to set a user to notify on an email template. User will be notified when email is sent using this template.
Fixed: The team exports page will now scroll to the last item correctly.
Updated: Stock can now be search with the supplier code / vendor SKU.
Fixed: Occasional issue creating events.

Added: Ability to hide specific client exports for a team.
Updated: Files drop-down list to show team files.

Added: Notification when support ticket is moved.

Added: Ability to add and remove permissions to a field conditionally.

Added: Ability to remove the index column from a report when it is downloaded or generated.
Updated: Reports will now show an error when the start date is set after the end date instead of switching them.
Fixed: Reports will now use the team timezone when fetching.
Fixed: Archive button on projects will now work correctly.

Fixed: Pasting into the 2FA pin field will now work when using the context menu.
Fixed: Quote templates will now display correctly in tables.
Fixed: Archived quotes will no longer display in the sidebar on a client.
Added: Ability for invoices to auto-lock if the invoice date is after a certain date.
Added: Ability to populate a field with data from another field using a button.
Fixed: Archiving an event from within the event will now show a confirmation dialog box.

Added: A quote accepted through the external view will lock the quote in real-time for anyone in the quote in CRM.
Fixed: Singe sign-on will now complete user account creation.

Fixed: Team exports list will now show page numbers correctly.
Fixed: Single sign-on will no longer show in user profile if it hasn’t been configured on the team.
Added: Ability for report templates to show archived items by default.
Fixed: Timezone issues in reports.

Fixed: Back button on a todo in a todo template will now take you back to the template.
Fixed: Todo icon will now longer be stretched.

Updated: Ability to set a field to show in the header the pop-up window when opening an entity.
Updated: The total field in the payment request pop-up will now show to two decimal places.
Fixed: Exports sub-labels bar will now show if the default label has sub-labels.

Fixed: Error causing additional headers fields to not show on pop-up windows.
Fixed: Add new button will now show in todo sidebar on client.
Updated: Week view on calendar can now be enabled per team.

Fixed: Cost price will now save on line items on invoices.
Added: Ability to add a follow up date to quotes.
Added: Ability for reports to fetch from child teams.

Added: Error message will now show when leaving an invoice which has a line item with no stock selected.
Added: Ability to create a stock usage from in form stock drop downs.
Fixed: Payments created from external invoice will now save the payment file number correctly.

Added: Error message will should when leaving a quote when a line item doesn’t have a stock item.
Added: Ability to suspend a user account from the users list.