Product Release: April 2022

Posted by anthillsoftwareleeds in Product - Last updated April 26th, 2022

The following post documents the latest Product Release and Updates to the Anthill platform; they are:

CAD Integration – Design from Anywhere with Anthill!

Major new product feature to provide an optimal user experience and advanced insights for businesses. By connecting your preferred CAD package to Anthill you are able to:

Start new CAD projects from the customer record in Anthill – no more double keying!
Open designs from Anthill to access from any location – no more shared drives!
Manage quote groups and see the full revision history in Anthill
See full line level detail in Anthill; pricing, products, ranges, images, margin, suppliers
Add custom items to quotes in Anthill for additional costings
Convert designs to orders with automatic linking to suppliers for purchasing
Link product groups to accounting codes for auto allocation during invoicing
Create branded PDF quotes with personalisation from showroom, designer and customer
Create sales agreements with full breakdown of purchases
Capture customer signatures in person or via DocuSign

Xero Integration Updates

New integrations area for power users to configure integrations.

Added automatic profit tracking feature
Added notification to invoice creator when payment reconciled via bank feed
Create bills in Xero from Supplier Invoices within Anthill
New can approve invoice and can approve supplier invoices permissions
Link suppliers in Anthill with contacts in Xero

CRM & Process

New two column interface for improved forms and data capture
Improved handling for checkboxes and forms
Search page enhancement – auto checks for ref search and adjusts
New archive attachment feature and improved attachment layout
Improvements for adding multiple attachments at once
Ability to auto add user as resource following appointment being created for them
Ability to auto re-assign activity to user allocated to appointment
Ability to re-open closed activities with option to select workflow step
All day setting for appointments
New auto complete post code lookup to allow user to type first line of address
Customer history improvements on mobile – defaults to activity being viewed with option to see all
Further opportunity management for multiple quote groups
New payments ability to track confirmed and unconfirmed status
New user permission for ‘can confirm payments’
Activities off hold re-schedule the workflow for the date they become live again
Re-schedule workflow UI added to create appointment, send email and add update windows
Mobile number added to customer / contact preview if populated
Support area notification added to ticket type
Commas supported for custom fields with decimal formatting
Location specific purchase order account numbers

Dashboards

Ability to allow users to change data range for dashboards based on date custom fields
New quad dashboard layout
Creating new screen auto publishes it to the creating user
Duplicating screens automatically navigates the user to the new screen for review / editing
Improved options for data sources
New sale outputs for % ordered and % received
New customisable options for data range quick links (fixed e.g. Q1 or dynamic e.g. last 3 months)

Automation

New On Demand delivery options to restrict delivery to none customer resources
Location custom field data accessible for document generation
Ability to delete scheduled campaigns awaiting to be sent
New base template importer and management capabilities

Quoting / Ordering

New quote group feature to group quote revisions together e.g. Main Room, Second Room
Improved UI for converting quotes to sales with option to combine quotes into one order
New abilities for quote management: Transfer, Copy, Import
New ability to set / deselect one of more quotes as selected – which updates header values
Quote tab association to account package cost codes
View quote UI updated with notes and tab groups
New Create PDF prompt with option to send via email
New can delete quote permission
Area calculator for allowing users to enter dimensions to calculate price based on catalogue data
Create sale from quote action button disabled after selection to prevent additional clicks
New interface to visualise order status by stage
New interface for order amendments from quote revisions
New order line group feature
Automatic allocation of cost code to catalogue items
Group order lines by Supplier, Order Status or Category
Invoice templates for automatic calculation for part payments
Ability to delete warehouses and edit warehouses
Ability to associate warehouses to locations to restrict selection during purchasing
Added Supplier contact number

System Admin

Added ability to move locations between areas and regions.
Export location data from route level
Clone user option
Re-open sale permission with workflow stage prompt
Admin only ability to cancel any workflow action
Ability to test integration connections via integration area
View custom fields by group in admin area
New invoice permissions for advanced control of user operations by role (can create/can approve etc)
New UI to create filter types and invoice templates
Activity label change rolled out to all navigation (Create Issue vs Create Ticket)

Keep your eyes peeled for further Product Releases and Updates over the coming months, we’re always looking to improve Anthill to enhance your experience.