Upcoming Enhancements

• Custom to System Field Mapping
• Multi-Select and URL Custom Fields
• Precise Timestamp Display

30th September 2024

Admin Control Over Preferences

We have made significant changes to how preference settings are managed within our platform to enhance security and control:

• Admin-Only Control: Only users with admin privileges will have the authority to edit and manage preference settings. This ensures that only authorized personnel can make important changes to the platform’s configuration.
• View-Only Access for Managers and Users: Managers and users will retain the ability to view preference settings but can no longer make edits. This adjustment reduces the risk of unauthorized changes while still allowing visibility for non-admin roles.

These updates are designed to ensure greater control and oversight over critical system preferences, safeguarding key configurations from unintended modifications.

For further details, please refer to the KB article.

18th September 2024

MPN to SKU Mapping Enhancement for QBO

We’ve enhanced product synchronization between Zomentum and QuickBooks Online. The MPN to SKU mapping is now automatically handled, applying to both imports and exports. This means that when products are exported from Zomentum, the MPN will correctly map to the SKU field in QBO, and the same will occur during imports, ensuring consistent and accurate product details across both platforms.

27th August 2024

Enhanced Export Module with Sync Data: We’ve added new columns in the export module to provide more detailed sync information for third-party integrations.

New Fields Added:

1. Sync ID: The unique identifier of the object in the integrated system.
2. Sync Origin: Describes whether the entity originated from an integrated system or our platform.
   These fields are now visible in Opportunities, Products, Clients, and Contacts exports.

24th July 2024

We are thrilled to announce the launch of a powerful new feature in our Custom Fields module: Calculation Custom Fields, complete with AI assistance to help you build formulas easily and accurately.

Calculation Custom Fields allow you to create dynamic fields that automatically calculate values based on other fields in your records. This feature is designed to help you perform complex calculations, data transformations, and logical operations effortlessly.

Key Features:

• Dynamic Calculations: Automatically update field values based on changes in related fields.
• Flexible Formulas: Use a variety of functions, including arithmetic operations, and if conditions.
• Real-Time Updates: Formulas recalculate instantly as data changes, ensuring you always have the most up-to-date information.

AI Assistance for Formula Creation

You can use “Try with AI” option to build the formulas by explaining to our AI assistant what you want the field to be.

18 July 2024

Bug Fixes

1. Approval Status Update: Correct sync updates for quote's to approval status in Autotask.
2. Website Field Sync: The web field in Autotask on the company page now syncs accurately with the website field in Zomentum.
3. Opportunity Primary Contact: Correct Primary Contact is now selected when creating an opportunity.
4. Opportunity Export Fields: All opportunity fields are now included when exporting opportunities.
5. Input Tags on Images: Input tags added on images now work correctly, even with a transparent background.
6. Doc Signing Input Fields: Resolved input field issues during document signing.

5th July 2024

Push Zomentum Entity URL to HubSpot Custom Properties: Users can now push Zomentum entity URLs (such as Client and Opportunity URLs) directly within custom properties in HubSpot. This integration ensures that you have all the necessary information and tools at your fingertips, enhancing your productivity and enabling smoother operations. More Info

2nd July 2024

We are excited to announce the latest enhancements to our document editor, designed to improve your document formatting experience.
New Features

1. Nested Bullet Points: Easily organize your content with the new bullet point feature. Whether you’re creating lists, outlining key points, or structuring information, the nested bulleting feature allows you to create multi-level lists for more detailed structuring. This helps to improve readability and presentation.

2. Text Highlighting: Draw attention to important text with the new highlighting feature. Highlighting allows you to emphasize key sections of your document, making it easier for readers to spot critical information.

1st July 2024

As part of our ongoing efforts to streamline and improve the user experience, we have deprecated and removed the following features from our product:

1. Sunset Assessments and QBRs: We have discontinued the Assessments and QBRs feature. This change will allow us to focus on enhancing other core functionalities that better serve our users' needs.

2. Sunset Purchase Orders: The Purchase Orders feature has been removed. We believe this change will help simplify workflows and improve the overall efficiency of our platform.

3. Removed In-App Onboarding: The in-app onboarding experience has been eliminated. We are committed to providing comprehensive support through updated documentation, tutorials, and our customer support team to ensure a smooth transition and continued success with our platform.

4. Removed Sales Activity List Page: The Sales Activity List Page has been removed. We are focusing on integrating sales activities more seamlessly within other modules to provide a more cohesive user experience.

We understand that changes can be disruptive, and we appreciate your understanding and cooperation as we work to enhance our product. Should you have any questions or need assistance with these changes, please do not hesitate to reach out to our support team.

19 Jun 2024

Product Enhancements

• Archiving inactive entities of HaloPSA in Zomentum.

28 May 2024

Product Enhancements

• Sorting and Searching Features for Opportunities, Documents, and Contacts on the Client page: We’ve added new sorting and searching features to the client and opportunity detail pages. Now users can easily sort opportunities, documents, and contacts by name and quickly find items using the search option under each widget (Opportunities, Contacts, and Documents).
• New Admin Capabilities for Resetting Passwords and MFA: We've rolled out new features that allow admins to reset passwords and MFA settings for their users. Admins can access this feature through the users' page in more options.

Bug Fixes

•  Fix for Client Domain Matching in HubSpot Integration: We have addressed an issue affecting users who enabled the "Associate Contacts to Company" setting in HubSpot. Previously, contacts pushed from Zomentum to HubSpot were incorrectly creating new client companies based on the contact's domain, regardless of the existing client's domain in Zomentum. This caused mismatched client domains between the two platforms.
  With this fix of domain mapping, contacts pushed from Zomentum to HubSpot will now correctly link to the client company with the same domain, ensuring consistent client information across both platforms. This improvement enhances data accuracy and integration reliability.

02 May 2024

Product Enhancements

• Hubspot Custom and System Field Mapping

05 Apr 2024

Product Enhancements

• Pagination of integration audit logs.

Bug Fixes

• Attachment upload issue fixed in emails.

15 Mar 2024

Product Enhancements

• HubSpot real-time sync.
• Purchase Orders are mandatory when a user signs a document.

Bug Fixes

• When a Quote Block section was deleted, it displayed the deleted Section Description. This issue has been fixed.

07 Mar 2024

Product Enhancements

• Option to make PO mandatory while signing documents.
  

Bug Fixes

• Section description issue fixed.
• The in-app error report button is fixed.

01 Mar 2024

Product Enhancements

• Support for serialized flags in Autotask export.
• Support for HaloPSA pipeline stage mapping.

Bug Fixes

• Call logs from Hubspot were pulled into Zomentum and showed up under the client’s call activity tab. This issue has been fixed and the call logs will no longer be imported from Hubspot into Zomentum.

16 Feb 2024

Product Enhancements

• Amazon Business is now supported as a Distributor for the UK region.
• Margin support for PDF uploads.

09 Feb 2024

Product Enhancements

• Ingram API credentials are now supported for the New Zealand region.

Bug Fixes

• The missing Tax Category issue while importing products from ConnectWise Manage has been fixed.

02 Feb 2024

Bug Fixes

• Drag and reorder capabilities have been fixed in the new quote block design.

12 Jan 2024

Product Enhancements

• Quote Block enhancements.
• Added Amazon Business as a Zomentum Distributor.

Bug Fixes

• Recurring server issues for all entities have been resolved.
• The sales automation delay issue has been resolved.
• Billing period fields were set as blank while syncing Zomentum with HaloPSA. This issue has been fixed.
• The 'View Opportunity' button was missing in opportunities redirecting to the Connectwise opportunity page. This issue has been fixed and the button is now available.

04 Jan 2024

Product Enhancements

• Contact records can now be edited in Zomentum.
• Enabled manual push for HaloPSA opportunity sync in case the automatic sync fails.
• Smart merging of duplicate contacts when pushing to HaloPSA.
• The Zomentum Opportunity link can be exported to HaloPSA Opportunity on the initial connect.
• Enhancing integration infrastructure by introducing Delay queues for integration sync events.
• Allow remapping of Zomentum suppliers if the same is deleted in HaloPSA.

Bug Fixes

• Stability issues were resolved in the product bundle edit workflow.
• Item level pricing for products with no UOM setting was set incorrectly when a document was synced with ConnectWise Manage. This issue has been fixed.
• Quote line items with custom distributor pricing were not exported correctly to HaloPSA because the pricing was not correctly updated in Zomentum's internal system. This issue has been fixed.
• Fixed UI Navigation Issues while editing Bundles in the edit drawer.
• Stability issues were fixed while switching between HaloPSA accounts.
• Sync lock is enabled immediately after HaloPSA integration.
• Opportunity duplication issue fixed in ConnectWise Manage.

15 Dec 2023

Product Enhancements

• A new date filter operator (is in) added.

Bug Fixes

• The hidden payments option was made visible for all documents and in the settings page.
• Document signature workflow fixed for iOS 17.1.2.
• Optimized the document loading speed after the signature workflow.
• The email signature was not visible in the emails and their preview for specific customers who used the modified system email template. This has been fixed.

01 Dec 2023

Product Enhancements

• AI writing support for emails.
• 30-day trial AI Writer support for Expand plan users.
• Change in the signup workflow to accommodate new user segments.
• UX enhancement changes for the Integrations page.
• An onboarding tour has been added to the Integrations page.

24 Nov 2023

Product Enhancements

• Ingram API v6 is now supported.

Bug Fixes

• The Opportunity ownership field is now synced with Autotask.
• Fixed the search result issue for the "Synced With" filter in the Product module.

17 Nov 2023

Product Enhancements

• PDF embedding is now supported in Zomentum documents.

29 Sep 2023

Product Enhancements

• Separate income account mapping is now available for QuickBooks Online integration. You can easily create new clients in QuickBooks with the same details as in Zomentum.

15 Sep 2023

Product Enhancements

• Audit log filters are now available for all PSA and Marketing integrations.
  

08 Sep 2023

Product Enhancements

• Supporting French as an additional language in our Product Catalog.

01 Sep 2023

Product Enhancements

• An additional address line (labeled as Street 2) is now available for shipping and billing address input.
• For Custom Distributor API sync, HTTP is available now along with the existing HTTPS authentication.

25 Aug 2023

Product Enhancements

• Introducing Headers and Footers for documents.

18 Aug 2023

Product Enhancements

• Upgraded the document signature workflow with Apryse as a backend solution provider.

11 Aug 2023

Bug Fixes

• Fixed the issue of custom field values being reset if mapping is not available.
• Text changes and custom templates were not getting saved in Sales automation emails. This issue has been fixed and any text changes made to the automation emails are now correctly reflected.

04 Aug 2023

Bug Fixes

• Fixed bad request error while adding a product to a bundle product in a quote.

28 Jul 2023

Product Enhancements

• Supporting custom fields in Custom Distributor Datafeed.
• Supporting custom fields in Autotask PSA.
• Our global product catalog service has reverted from Icecat to Etilize.

21 Jul 2023

Bug Fixes

• The client name merge tag was not rendered correctly in the document-approved email. The issue has been fixed to include the client.name merge tag in both the subject line and email body for any WON document.

14 Jul 2023

Product Enhancements

• Introducing Icecat as our official global product catalog, thus enabling multi-language support for products.
• Support for .txt file formats in Custom Distributors.
• Support for tab-separated files in Custom Distributors.

Bug Fixes

• Fixed UI issues in Opportunity Kanban view.
• Bulk download of issues from the assessment template resulted in an unresponsive page. This issue has been fixed.

09 Jun 2023

Bug Fixes

• Inactive entities from ConnectWise will not be synced with Zomentum and archived entities from Zomentum to Hubspot.
• UI changes for input text blocks in a document.
• The default address for the shipping and billing addresses in ConnectWise Manage was not added to Zomentum's shipping address. Fixed the issue to sync the default shipping address in Zomentum.

02 Jun 2023

Product Enhancements

• Introducing audit logs for payment gateway transactions.
• Enhanced signup verification through link-based authentication, eliminating the need for auto-generated passwords.
• Disabled clicks outside an unsaved form to prevent data loss.

Bug Fixes

• Document templates with Signature blocks cannot be saved as Order Form templates.

26 May 2023

Bug Fixes

• Resolved the manufacturing number discrepancy for a product in Connectwise.
• The report name overlap issue in the report list page has been fixed.

05 May 2023

Bug Fixes

• Resolved the upgrade action issue in the AI Writing tool for existing users not subscribed to Zomentum's Growth plan.
• Company Type values from Connectwise Manage will be retained during a Client edit.
• The sync issue for product bundles is fixed for Connectwise Manage.

28 Apr 2023

Product Enhancements

• Enhanced summary for Quote Block estimates.

21 Apr 2023

Product Enhancements

• Updated the SFTP server name for Custom Distributors.

Bug Fixes

• Data sync issue with Syncro resolved for product details entity.

14 Apr 2023

Product Enhancements

• Smart AI Chatbot for document creation.
• Enhanced audit logs to include all entity sync failures for Syncro.

Bug Fixes

• Fixed the filter application issue while syncing HubSpot contacts with Zomentum. 
• Tax category id missing for product pricing error is fixed for QuickBooks Online sync.
• Fixed the product pricing update issue for Won opportunities for recurring products in Connectwise Manage.
• Fonts and formatting fixes for options in the Quote block.

07 Apr 2023

Bug Fixes

• Sales automation workflows were inaccessible when the custom fields used in them were deleted. This issue has been fixed and when a user deletes a custom field, they are warned about the related sales automation workflows.
• Fixed the scenario for document address sync between Zomentum and Autotask in the absence of fallback addresses.
• Error/warning notifications are now prioritized over marketing notifications in the header banner.

31 Mar 2023

Product Enhancements

• Improved User Experience for Purchase Orders.

Bug Fixes

• Users can now retain their credentials and values while editing the FTP connection. With this update, users can seamlessly modify their FTP connection settings without the risk of losing any critical information.
• Support of additional audit logs for Halo PSA sync issues.
• UI interface fix for Contacts with long names. 

29 Mar 2023

Product Enhancements

• Reduced the per swimlane page on the Opportunity Kanban view to 4 instead of 20. This change will improve the performance of the Kanban resulting in faster load times.

24 Mar 2023

Product Enhancements

• Users can change the language on customer-facing document screens. This includes labels on the pricing, signature, and comment blocks. Currently French, German, Dutch, Danish, and Polish are supported.
• Pull from the FTP server is now supported for Custom Distributor Datafeed.
• Semicolon-separated CSV files are now supported while configuring a custom distributor.
• Zomentum's quotation links can be synced to HaloPSA opportunities.
• An activity log is displayed when a user submits an Order form.

Bug Fixes

• Fixed incorrect error workflow indicating missing tax categories in a cloned document.
• The tax value is dynamically updated with the tax region. This issue has been fixed and changing the tax region will update the tax value automatically now.
• The custom field HaloTicketType was not getting updated in real-time when the user connected or disconnected HaloPSA. This issue has been fixed and the field becomes mandatory when HaloPSA is connected and optional when it is disconnected.
• Default values for the field HaloTicketType no longer need to be set in HaloPSA if the custom field is already defined.
• The ConnectWise status did not change if the stage is shifted to Won in Zomentum. This issue has been fixed and the ConnectWise status is now synced even after the opportunity is closed in Zomentum.
• ConnectWise status is now synced correctly with the Opportunity status in Zomentum.
• While importing bulk contacts in Hubspot, if the user added new contacts, the primary contact disappeared. This issue has been fixed and the primary contact is displayed.
• The number of API requests made to Synchro at an hourly rate has been optimized to avoid additional billing.

17 Mar 2023

Product Enhancements

• Enhanced experience to view your sales automation. Users can now filter, save views and customize the view layout.

10 Mar 2023

Product Enhancements

• The product help documentation for Zomentum for Partners is now available at Product Help.

Bug Fixes

• The user needed to fill in the Tax Region field during the document onboarding walkthrough. This field is now automatically prepopulated so the user can go through the onboarding without any roadblocks.
• A warning message pop-up is used to get the custom field details from the user in case a mandatory custom field is empty while creating a QBR document. After completing this action, the user could not send the document, and the application went to a hung state. This issue has been fixed and the user can fill in the custom fields, as required, to send the document.
• The drop-down window to add entities overlapped with the entity creation windows. This issue has been fixed.
• A warning message is displayed if the user attempts to connect to a Distributor in an unsupported region through our Etilize Integration.

03 Mar 2023

Product Enhancements

• Techdata integration is now available in Sweden.

• Dicker Data integration is now available in New Zealand.