Allow members of the same sales team to collaborate on the same lead/quotation/order
Sales Team Collaboration
Adding customer's Enterprise Scale, Ownership Type and Industry to Lead/Opportunity
CRM - Customer Business Nature - Patch1
Add Industry, Ownership Type, and Enterprise Scale to Website Contact Form
Website Partner Business Nature: Patch 1
Add a unique, normalized code for HR Roles; auto-filled from multilingual names; unique per company.
HR Role Code
Replace long URLs in sale order line description with short URLs
Shorten URLs in Sales Order Line Description
Add Enterprise Scale to partner profile and other improvements
Partner - Business Nature - Patch 1
Ensure accurate journal entries for currency discrepancies between payment transactions and payments, in multi-currency setups
Currency Conversion Difference Move for Payment Transaction
Flexibly issue VN-Invoice e-invoices in detailed or aggregated formats to simplify your invoicing process.
VN-Invoice: Summary Option for Flexible E-Invoice Issuing
Approvals for quotations and sales orders — link approvals to Sales Order / Sales Line with safe domain, per-type toggles, and a consistent wizard UX.
OmniApproval™ - Quote & Order Approvals
Approve Manufacturing Orders and BoMs — ensure every production change is authorized, traceable, and compliant with your operations policy.
OmniApproval™ - MRP Approvals
Periodically automatically create accounting entries to transfer or allocate part or all of the balances of one or more accounts
Account Automatic Transfer
Enhanced features for eLearning
eLearning Customization
Add repair jobs and parts based on maintenance schedule data
Repair Request with Maintenance Schedule
Comprehensive Overtime Management for Attendance and Timesheet Data
Overtime Management With Attendance & Timesheets
Base module for integrate recurring with accounting
Recurring - Accounting
Ensure business nature fields are carried from CRM Opportunities to Sales Orders
CRM ↔ Sales Business Nature Sync
Allow members of the same sales team to collaborate on the same quotation / sales order
Sales Team Collaboration - Sales
Add Project/Task context to approval requests and auto-involve project managers.
OmniApproval™ - Project & Task Approvals
CRM & Sales integration specific
Viin Opportunity to Quotation
Automatic currency rates update by xe.com
Automatic Currency Rates Update by xe.com