8 July 2026v0.7.20
CRM pipeline filters, finance workflow, and transport updates
A cleaner CRM pipeline with channel and department controls, sales-log-style filters, clearer finance workflows, and smarter transport booking recipients.
New features
- Added sales-log-style filtering to the CRM pipeline, including visible filter chips, editable filter values, clear-all controls, and support for identifiers, customer, vehicle, pricing, deal flow, finance, rebate, delivery, signatures, and enabled custom fields.
- Added separate CRM pipeline controls for sales channel and department, so fleet and retail views can be narrowed without relying on a combined pipeline-view dropdown.
- Added richer deal-history timelines with creation events, sales-log entry milestones, delivery/cancellation milestones, finance changes, notes, transport status, and clearer grouped activity.
- Added a transport status control on deal detail so transport can be booked, cleared, or marked as not required without losing the booking workflow.
Changes & improvements
- Simplified the CRM pipeline header by removing the visible saved-view workflow for now and keeping the primary controls focused on period, sales channel, department, and date basis.
- Improved the CRM pipeline filter picker with grouped categories, category-coloured rows, a wider dropdown, cleaner active filter chips, and a single-row toolbar with search anchored on the right.
- Improved CRM pipeline search so small spelling slips still find the intended deal while preserving exact text matching for normal customer, vehicle, salesperson, channel, and department searches.
- Improved transport booking templates with dynamic CC recipients for the current sender, assigned salesperson, and assigned business manager.
- Refined the F&I workspace with clearer finance application sections, product grouping, customer-facing product totals, and cleaner add-on/charge rows.
- Simplified the Communication hub around templates, history, queue, automations, and health so customer email setup is easier to scan.
- Polished deal-detail setup fields, trade-in empty states, inline currency editing, alert chips, and customer/dealer view presentation.
Bug fixes
- Fixed the CRM pipeline "All channels" selection so it stays on all channels instead of falling back to the previously selected channel.
- Kept CRM pipeline filters and search terms intact while changing period, channel, department, or date basis.
- Made used/ex-rental vehicle condition detection more tolerant of spaces, underscores, and casing differences.
- Deduplicated resolved shipping CC recipients and skipped unresolved role tokens so booking emails do not include invalid placeholders.
- Kept pipeline scopes aligned to active channels and departments while preserving inactive department deals inside the appropriate view.