CFS Release 2021-03-23 (v4.8.5)
Here's a summary of the things we've
been working on in the last few weeks
We're
going to be rolling out the latest version of CFS today, should you have any
questions about these new features or how bug fixes have been implemented
please contact daniel@durell.co.uk, or
create a support ticket at supportdesk.durell.co.uk.
2021-03-23 (v4.8.5)
- Major
- it's now possible to change a
client's profile using the front-end "Enabled users" report, you
can also revoke access entirely. In the coming months we'll be expanding
this to including the ability to setup new clients with new profiles, and
longer term adding a profile editor directly to the front-end.
- Monthly payments with £0
upfront now hide the deposit amount in the quotation window for quick
quotes.
- You can now add a link with
authentication embedded to EDI templates and the export builder.
- Improved stability of SQL
database connection layer by introducing automatic connection
renegotiations following disconnects.
- You can now disable the finance
payment option on a profile level.
- The ledger record for posted
accounts has been corrected to show the ledger header record rather than
wrongly linking to the ledger line.
- Duplicating an email or
document in the Console will no longer prompt you to change the matrix
with linked values.
- We've started work on an
integration with LexisNexis for a variety of data enrichment - starting
with Credit searches. If you use Lexis Nexis and are interested in using
LN capstone data within a CFS scheme please contact tom@durell.co.uk
You will see these new changes available on the live site from around 1PM. If
you host CFS on your own AWS instance changes will be active a little later, in
line with usual release timeframes. Should you wish to not receive the update
for your instance please notify us before 12pm.
Regards,
The CFS Team
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