Version: 2023 Build: 0317
Release date: 17 Mar 2023

New:

• Document Management- Search change to allow System admin to search for documents for all sales staff
• Completed Activities panel on edit company page now has filters available
• Sage Accounting online posting - Exclude VAT for foreign sales orders - and if quote excludes VAT.
• Prevent price factor from being 0 or blank on edit company page, and quotes input

Bug Fixes:

• Future workflows - Email showing gibberish resolved for new workflows.

Version: 2023 Build: 0217
Release date: 17 Feb 2023

New:

• Scheduled services by customer report now supports accounts number filtering.
• Job costing report now supports accounts number filtering.
• Added filter for current products on edit company screen.

Bug Fixes:

• Updated volume pricing check on Quote Input 2 to calculate the selling prices correctly based on foreign currency exchange.
• ROE recalculate button added to input 2.
• Default customer on quote emailing form corrected.
• Fixed export to excel from quote preview.

Version: 2023 Build: 0120
Release date: 20 Jan 2023

New:

• Removed additional empty lines from the Quote Cover Letter section on the quote
• Added in the Email Read Receipt functionality for Office 365 and Exchange clients

Bug Fixes:

• Updated the Volume Pricing check on Quote Input 2 to not reload the edited selling and cost price if no volume pricing is found

Version: 2023 Build: 0113
Release date: 13 Jan 2023

New:

• Removed Quote Output 2 Image Header if no image is added to the line item

Bug Fixes:

• Update the Quote Approval process to show on Quote Input 2
• Fixed the adding of a new product to Quote Input 3's process
• Fixed the CC and BCC recipients issue found on the Send Email form from the Quote process
• Updated the Volume Pricing check on Quote Input 1 to not reload the edited selling and cost price if no volume pricing is found

Version: 2022 Build: 1209
Release date: 09 Dec 2022

Bug Fixes

• Fixed an issue with % wildcard when going to the view companies page.
• Fixed an issue where the user could not change the currency on step 1 of the quote
• Fixed an issue on Input 2- product search not pulling in cost
• Fixed an issue on Quote approvals where it didn't show on the Quote Final (step 3 before preview) page
• Fixed an issue where Currency reverting to ZAR when creating a quote from the opportunity page
• Fixed an issue Contract pricing on Step 2 of the quote for input 2- where some products does/ doesn’t show as contract price related products.
• Fixed an issue on Product accessories on Input format 1 & 2 in regards to GP% fixed- where accessories added didn’t properly show the cost in a foreign currency and calculate the GP%.

Version: 2022 Build: 1202
Release date: 02 Dec 2022

Bug Fixes

• Currency field on the Product page now shows the code/short description and not the full description
• Step 3 of Quote Input 2 will now show the Supplier and GP % field before Save & Previewing of the quote

Version: 2022 Build: 1125
Release date: 25 Nov 2022

Bug Fixes

• On the Companies page with the filter “Recently Added”- It now returns the 10 most recent companies added to the system. (Sorted by Company name)
• When you access the Products list in system setup – the Supplier and Currency fields do not disappear. Also these fields now update the Product list accordingly.

Version: 2022 Build: 1124
Release date: 24 Nov 2022

New:

• A new BluWave CRM report has been released- Scheduled customer services report
• Current products can now be transferred from one customer to another

Enhancements:

• Posting to Sage Business Cloud can now be done either as a Sales Order or an Invoice (and the clients can choose whether the user can change this)
• If there is Stock on Hand in Sage Business Cloud it will pull through to Bluwave
• If the debtor is set to a different currency than rands, a quote can be posted to Sage Business Cloud (as an Sales Order or Invoice) in that different currency.
• Customer contract prices can now be imported in a different currency from your system currency. Prices will be recalculated based on the ROE per line item as per the currency of your quote.
• Applies to clients using Quote input 3- where they can add a single product to Bluwave, which will also allow them to associate the supplier and currency to that product.
• The Notes field on the mobile activity forms are now larger and easier to use.
• The Post to Sage 300 button is now available to client using Quote input 1 and 2.
• The Supplier fields and GP % column is now visible on Step 2 of the quoting process for Quote input 2.
• On the Group Contract Pricing page, the users can now search for products using the magnifying glass instead of scrolling on a dropdown field.
• We added a checkbox to the View companies page to more easily search for companies using the "Contains" parameter.

Bug Fixes:

• Fixed an issue where Company names could be updated to a blank entry
• Gp% calculation on quotes with discount has been corrected
• Users can now apply a 100% discount to line items added to the quote.
• Applied a fix where products cost, selling and discount % would be defaulted to 0 if left blank.
• When changes are applied to the edit opportunity page and the client clicks on the edit quote link, the changes will be saved.
• We applied a fix to preview the quote cover letter during the creation process in the system setup.

Version: 2022 Build: 0531
Release date: 31 May 2022

Bug Fixes

• Fixed an issue with the Document management Folder refresh.
• Fixed an issue where when a user edited an activity, if they added notes and then attached a document, all the notes disappeared. The notes stay after a document has been attached.
• Fixed an issue on Quote input 1 where the factor reverted to 1 even though users did not change or edit it.

Version: 2022 Build: 0218
Release date: 18 Feb 2022

Improvements:

• The price list in list manger exports in the format needed to import updated price list in BluWave CRM.
• The quote expiry date has been added to the following areas:

1. Add/Edit opportunity screen,
2. View opportunities screen,
3. Opportunity Workflow screens

• Users can now select the actual time when adding/editing activities on a mobile device.
• Product managers are now able to edit the quote submitted dated.

Bug Fixes:

• Improved filtering on View Companies page.
• Fixed an issue where users were kicked out the system once they copied a quote and went back to step 3 of the quote process.
• fixed an issue with the agreement status sorting alphabetically instead of by sequence number.

Version: 2021 Build: 0614
Release date: 14 Jun 2021

Improvements:

• Fixed issues when posting to Sage Business Cloud Accounting
• Fixed an issue where When booking an appointment for another rep on BluWave, and inviting a secondary invitee, it does send the invite to the primary contact and the secondary, but not the actual rep it was booked for.
• Fixed issues on the Edit Cycles screen
• Fixed an issue of quote cover letters being cut off.
• Added an option to view the completed task on the diary planner. View All, Only Completed Task, Only Open Task buttons have been added.
• Added an auto-save when creating/editing a quote cover letter to prevent loss of work.
• Fixed an issue on user rights. Certain user roles were still able to edit various fields such as targets on their user profile. Only the system admin can do this.
• Fixed an issue where opportunity related activities weren’t deleted once the opportunity was closed.

Bug Fixes:

• System Admins will receive a pop-up message if their financial year start date has not been updated.
• Added a message that will prevent users from using the same rep code for two different reps

Version: 2021 Build: 0215
Release date: 15 Feb 2021

Improvements:

• Fixed an issue when on the opportunities screen where a company name that was previously used is auto populated when creating a new opportunity. 
• Fixed an issue where users where unable to add internal staff when wanting to send an email to a customer.
• Added a cancel button to each step of the quote process. If you click cancel on step 1 it will take you back to the screen you originally came from. If you click cancel on step 2 or 3 it will take you back to the Opportunity.

Bug Fixes:

• Added a Save & Update at the bottom of New/Edit activity mobile responsive forms.

Version: 2021 Build: 0208
Release date: 08 Feb 2021

Improvements:

• Fixed an issue with the Quotes Sorted by Quote Due Date report not printing.
• Removed the invites button from the add task screen.

Bug Fixes:

• Added a Save & Update at the bottom of New/Edit activity mobile responsive forms.

Version: 2021 Build: 0129
Release date: 29 Jan 2021

Improvements:

• Added a Save & Exit button to the edit quote screen. There is a cancel button on all pages- and save and exit on step 3 of the quote process (before previewing the quote)
• Fixed an issue when navigating between the Active, Sold and Lost views of the opportunities tab, and then editing an opportunity- the system would sometimes open an opportunity from another view, even though the system shows you are looking at the "Active view."
• Fixed an issue when navigating on the diary planner (let’s say to next week) and you edit an activity and update, the system took you back to the current date or to the home page. Now it takes you back to the week you were editing.

Bug Fixes:

• Fixed an issue when emailing a client where the company contacts were not refreshing after an internal person was selected.
• Improved check box alignment on the mobile responsive forms.
• Improved company search on the add/edit activity screen by having a scroll function to search for a company name instead of page numbers.

Version: 20 Build: 323
Release date: 23 Mar 2020

New:

• A Copy Quote function is now available allowing you to copy an entire quote from one customer to the same or different customer
• You can now drill down into your Opportunities/Quotes from your To Do list.

Improvement: 

• Completed tasks now no longer appear on the diary.
• Workflow process emails notes layout has been improved

Bug:

• Moving from Quote step 2 and 3 bug resolved.
• Quote approval process does not automatically get approved

Version: 20 Build: 124
Release date: 24 Jan 2020

New:

• New User-Defined field added to he Current Product screen and Current Products List Management.

Bug:

• Prevent Deleting of System Setup codes.

Version: 14 Build: 19.31
Release date: 20 Jun 2018

New

• Added in Quote Cover Letter Feature to Format 1

Improvements

• Changed the layout of Completed activity notes to fit nicely in a column.

Version: 14 Build: 19.30
Release date: 19 May 2018

New

• Changes made to optional fields on Product Usage

Version: 14 Build: 19.28 – 19.29
Release date: 18 May 2018

Improvements

• Updated SSL Certificates for all sites

New

• Icons for RapidSSL/Geotrust, ESetNot 32

Version: 14 Build: 19.27
Release date: 17 May 2018

Bug Fixes 

• Refreshing issue on the Product Usage Panel on the Company Details

Version: Build: 19.24 - 19.26
Release date: 16 May 2018

New

• Added Totals Option to Activities by Rep and Date Report

Improvements

• Added in Stock On Hand to the Products List Management View
• Added in the Created by and the Opportunity name to the Quotes Issued Report

Version: 14 Build: 19.22 - 19.23
Release date: 07 May 2018

Improvements

• Quotes Issued report for All quotes to include those where no items are listed

Bug Fixes

• Approved Quotes link on Home screen

Version: 14 Build: 19.21
Release date: 02 May 2018

Improvements

• List Management performance enhancements

Version: 14 Build: 19.16 - 19.20
Release date: 01 May 2018

Improvements

• Quote Calculation refreshing
• Exports from List Manager restricted to a certain amount to improve server performance
• Sage Posting Enhancements
• List Management performance enhancements

Bug Fixes

• Product Usage Changes
• Disposal Sites form Bug

Version: 14 Build: 19.12 - 19.15
Release date: 10 Apr 2018

Improvements

• Sage Posting visual changes
• Product Usage Visual Changes

Bug Fixes

• Potential Value Calculation from Step 2 to Step 3 for Oricle
• Addresses a Bug when navigating between the quote Preview and back to Step 3 of the quote - sometimes another quote for the same company is displayed.

Version: 14 Build: 19.3 - 19.11
Release date: 03 Apr 2018

Improvements

• Added an option to display or hide the prices of line items for an offer on Quote Input Format 2
• Added an option to display or hide the prices of the total for an offer on Quote Input Format 2
• Displaying 2 decimal places for Quote GP, Quote Total, Offer GP and Offer total fields on the Quote Items page for input format 2
• Narrative on a product now pushing to Sage One when posting an invoice.
• Message on re-invoiced quotations displaying that it had already been invoiced with the date and invoice number when a user wants to post to Sage.
• Import of only Active Sage One Customers to BluWave.
• Manual Entry of Invoice Date and Due Date of the invoice when posting to Sage.

Bug Fixes

• Adding the discount online items when posting to Sage.

Version: 14 Build: 4.20 - 4.21
Release date: 28 Mar 2018

Improvements

• Changed the process of Exporting data from List Manager to improve performance and handle unexpected HTML characters.

Bug Fixes

• Changed the populating of the companies in the Merge Companies feature to resolve performance issues on the Microsoft Edge browser.

Version: 14 Build: 4.19
Release date: 27 Mar 2018

Improvements

• Changed List Views to trim out Carriage Return and Line feeds when exporting to improve performance

Version: 14 Build: 4.17
Release date: 24 Mar 2018

New

• A security improvement where if a user’s password is too simple they get a warning.

Version: 14 Build: 4.14 - 4.16
Release date: 23 Mar 2018

New

• Flow of forms using Previous and Next on Current Products forms
• Added in GP Graph to the Home screen and the Dashboard

Improvements

• Performance when displaying last Invoice date when logging in.

Version: 14 Build: 4.13
Release date: 15 Mar 2018

New

• Feature to restrict the list of price lists available to the Edited company per user

Version: 14 Build: 4.12
Release date: 14 Mar 2018

Bug Fixes

• Issue with Pricelist Default - no validation

Version: 14 Build: 4.11
Release date: 12 Mar 2018

New

• New filter to list Duration on Billable activities on the completed activities report

Version: 14 Build: 4.10
Release date: 09 Mar 2018

New

• New Quotes Issues Report Calculating Time to quote from created date

Version: 14 Build: 4.9
Release date: 08 Mar 2018

Bug Fixes

• Addresses an issue where, when a user completed an activity it updated the Sold Opportunity Date.

Version: 14 Build: 4.6 - 4.7
Release date: 07 Mar 2018

Bug Fixes

• Resolved Rounding issue on quote output
• Resolved Quoting issue if ROE is set to 0
• Resolved Dashboard ALL staff selection issue.

Version: 14 Build: 4.5
Release date: 06 Mar 2018

New

• Add in Filter on Quotes Issued Report to Calculate Lead time on each quote and average per rep, branch.

Version: 14 Build: 4.4
Release date: 30 Jan 2018

Bug Fixes

• Addresses an issue  where the Opportunities Report was not Filtering on a Specific Item in a Product Group

Version: 14 Build: 4.3
Release date: 08 Jan 2018

Bug Fixes

• Addresses an issue where Opportunities were duplicated on report for more than one follow up activity.

Version: 14 Build: 4.2
Release date: 22 Dec 2017

New

• Added in Workflow facilities to create follow-ups based on dates in current products.

Version: 14 Build: 4.1
Release date: 15 Dec 2017

New

• Ability to view and edit quotes requiring approval on the Home screen and the View Opportunities screen.

Version: 14 Build: 3.7 - 3.8
Release date: 04 Sep 2017

New

• Added in Product Usage Features to track Products usage on own products, competitors and Non-stock Items.

Improvements

• Added View Price List option sub-tab under the Companies tab to view stock on hand.

Version: 14 Build: 3.2 - 3.6
Release date: 30 Jun 2017

New

• Added in Stock on Hand to the Product items
• Added in Multiple products Pricelist into List Manager to view and export.
• Added in Recalculation to the Currency to Quote so that quotes in a different currency can be recalculated once the Rate of exchange is changed.
• New Reports: Forecast of Revenue added

Bug Fixes

• The Email to, cc, Bcc and attachments not clearing when a new email is created and not clear this information when the timeout pops up.

Version: 14 Build: 3.1
Release date: 14 Jun 2017

New

• Added in the Option of Quote Colours for Formats 1, 2 and annuity. You can now change the Font colour and background colours.

Version: 14 Build: 2.5
Release date: 28 May 2017

New

• Add Overdue Call Cycles to the Overdue activities Report

Version: 14 Build: 2.2
Release date: 23 May 2017

New

• Added in Filters on New Companies Opened Report and display UDF4 in Report. 

Version: 14 Build: 1.42
Release date: 22 May 2017

Bug Fixes

• Addresses an issue where, when updating an activity a POP email sends twice

Version: 14 Build: 1.36 - 1.42
Release date: 04 May 2017

New

• Added in Travel Claim Report

Bug Fixes

• Fix Travel Calculation on the first record
• Fix Travel Calculation on the first record – List
• Fix Travel Calculation on the first record – Claim
• Fix Travel Calculation on the first record – Travel
• Fix Travel Calculation on the first record – Formula
• Fix Travel Calculation on the first record – Reports

Version: 14 Build: 1.33 - 1.34
Release date: 16 Feb 2017

Improvements

• Does not geocode the nearest company if creating a new activity from an updated activity form.

Bug Fixes

• Edit Appointment Multiple Invitees emailing issue resolved

Version: 14 Build: 1.31
Release date: 15 Feb 2017

New

• Added in quoting based on pricing grid values on products and customers.

Version: 14 Build: 1.30
Release date: 14 Feb 2017

New

• Added the date and time when the activity was updated and display this with the call report on the completed Activity Map.

Version: 14 Build: 1.16 - 1.17
Release date: 08 Feb 2017

Bug Fixes

• Companies list by Rep paging issue resolved
• Activity Page Retry issue on IE 11 when getting nearest company and after selecting another company from the company lookup

Version: 14 Build: 1.4
Release date: 10 Jan 2017

Bug Fixes

• Fix small Bugs on Leads workflow and Frequency on Current products

Version: 14 Build: 1.1 - 1.3
Release date: 25 Nov 2016

New

• Maximum Discount Value added to Discount Process.
• Added Previous and next activity to New Companies opened Report

Improved

• Users can now use special characters in the notes section.