Release February 16th, 2023 (v.10.6.0)
February 16, 2023
Context
This update brings a major change with the split of customers and suppliers into two different entities in addition to a major redesign of the entire user interface of this module and the integration with Zoho Books. Here is the link to the article that announced this redesign:
Contact Module Redesign (alix.ai)
News
✯ Redesign of the contacts module
- First of all, the entire user experience has been completely overhauled and customers and suppliers have been separated into two distinct sections.
- Several features have been added to this module. Here's what's quickly accessible in the display form:
- View the contact link with Zoho Books and ability to edit the link manually if necessary.
- In case of desynchronization, it will now be possible to pull the contact version of Zoho Books in ALIX manually.
- Contact duplication.
- Mark as inactive a contact with whom you no longer do business, but keep the history of your transactions.
- Associate/unlink a supplier with a customer.
- In addition to the contact name, the legal name of the company can optionally be documented in this field. If defined, outgoing ALIX documents will have this company name at the link of the standard name.
- Ability to attach documents in a contact.
- Added event history to see the list of changes on a customer or vendor.
- Other features have also been added in the contact grid directly:
- Duplicate customers or suppliers can now be merged. If the action is done from ALIX, the merge will also be executed in Zoho Books if the integration is active.
- Customers and vendors can be enabled or disabled in batch from the grid.
- Integration with Google Map to verify addresses:
- In terms of integrations with Zoho Books, all actions are now performed in both systems at the same time otherwise an error occurs and neither of the 2 systems is modified to avoid synchronization problems.
- An option in the Zoho Books integration, allows to synchronize certain customers or suppliers with ALIX. Just choose the desired Boolean field and only the contactss with the value "true" will be createds in ALIX during a mass synchronization. An already synced contact will continue to be updated as long as it is linked to a contact in Zoho Books.
✯ Other minor improvements
- None
Corrections
- Fixed an issue when splitting cards in the board that was not working properly.
Technical changes
- Customer and vendor reporting could be impacted due to changing IDs for UUIDs.
Related Articles
Release February 20th, 2024 (v.11.1.6)
Context This update brings a minor fix. Release date: February 20, 2024. Receive the latest news from ALIX by subscribing to the newsletter News Minor improvements Improved performance in inventory cards. Improved duplicates SKU detection by blocking ...Release February 22th, 2024 (v.11.1.8)
Context This update brings minor fixes. Release date: February 22, 2024. Receive the latest news from ALIX by subscribing to the newsletter News None Minor Improvements None Corrections Fixed an issue where a date could not be selected when creating ...Release February 15th, 2024 (v.11.1.5)
Context This update brings minor improvements and fixes. Release date: February 15, 2024. Receive the latest news from ALIX by subscribing to the newsletter News Minor improvements Minor and transparent improvement on the formatting of emails sent by ...Release February 13th, 2024 (v.11.1.4)
Context This update brings minor improvements and fixes. Release date: February 13th, 2024 Receive the latest news from ALIX by subscribing to the newsletter News Minor improvements Allow unplanned tool scanning and support for an external tool tag ...Release February 26th, 2024 (v.11.1.9)
Context This update brings minor improvements and fixes. Release date: February 26, 2024. Receive the latest news from ALIX by subscribing to the newsletter News None Minor Improvements Add the ability to have a drop-down option in the creation of ...