Product Release: August 2021

Posted by anthillsoftwareleeds in Product - Last updated July 28th, 2021

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

Anthill Support Area

New ticket system to contact our Support Team with support and system change requests. Read more here

Integrations Hub

New integrations area for power users to configure integrations.

CRM & Process

Repeating appointments for customers and staff
New, cleaner workflow interface with clear call to action button
New document generation interface for easier usage
Convert quotes from quote builder
In-person signature capture during document generation
New calendar user permissions to restrict users to only seeing their own appointments
New calendar user permissions to default to seeing only their appointments
Automatic email notification to users when an activity is assigned to them
Reference searches link directly to the activity page
Fixed issue editing appointments on activities that don’t allow the appointment type.
Fixed issue with invoice not pulling customer address
Fixed issue with page refresh on calendar team view
New option to re-activate lead when cancelling sale.
New undo feature after calendar appointment is changed via drag and drop
User selection UI improved. When you enter the box the existing name is removed until you either select a new one are exist the control.
Cancel appointments option for users when closing an activity
Send on demand email templates from mobile interface
Re-opening a lead prompts for workflow stage

Dashboards

Screen level filters now available via builder. Set filters once for all widgets on a dashboard.
New data sources for Invoices, Purchase Orders, Suppliers and Locations
Null/Empty values are now respected on drilldown for all charts
Fixed issue with drilldown on charts grouped by location
Tick box to enforce a red colour scheme on widgets
Fixed issue with rename dashboards that have been pinned to other users
Added apiuser to the CreatedBy user filter
Total Payments added to sale data source
Ability to add a user’s Last Update to dashboard table and set filters by last update type
New ‘One Row Per’ for tables to allow new groupings and navigation
New filters for Region/Area/Location levels
Improved table display and configuration options

Automation

Improved default text in on demand email template placeholders to support long text
Calendar based emails automatically include iCal file for customers to add to their chosen calendar
New JSON endpoints for create Accounts and Activities in one post
New segmentation options added to the builder for Last Updated and Dead Reason
Ability to trigger emails to all contacts for an activity
Create Order and Create Issue triggers added to Zapier App
New API method to retrieve accounts that have been updated between two dates. Main usage for integration logic
Ability to sent test emails when dynamic placeholders used in email header settings
Create Email Templates by importing HTML

Ordering

Customisable email notifications to suppliers
Create issues from order lines for product issue tracking
Read only permissions for ordering tab

System Admin

Sort Fields: New button in the control admin area to reorder the controls alphabetically
List Item Ordering: Default behaviour to automatically order items in a list alphabetically. This can be switched off at control level if required using ‘prevent list ordering’
Restricted User Assignment: New option to restrict which user groups are allowed to have an activity type assigned to them. For example, Product Leads can only be assigned to the sale team. This would prevent Fitters or Directors from being shown in the list.
New Additional Workflow Purposes: Ability to create specific types of activities from secondary purpose links. e.g new brochure enquiry or new complaint issue
Workflow Admin: Visibility of the area and stage in list view, actions with background logic appear in red.
Cancel action options: New config at action level to allow custom cancellation reasons so the options make sense according to the step the user is on. When used this replaces the stock ‘Action not required’
User Account History: New audit log of changes to user accounts.
Export Location Data into Excel via the admin area
Ability to hide add payment box on sale creation
Restricted users groups available for customer types

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.