Here’s an overview of what’s new or changed in the latest version of RUX Toolbox CRM, including solution revisions. 

If you self-manage updates, you should run the app update from your Business Central Admin Center. If you’re on the Update Protection Plan, this update will be applied for you. 

If you need assistance with updates or solution use, contact our helpdesk at support@ruxsoftware.com. 

Our eagle-eyed reviewers missed a typo or there's a revision to make to our documentation? Send us a note at hi@ruxsoftware.com. 

New features & enhancements

New features and enhancements included in this release are: 

• Primary Contact and Contact information stay synchronized across Customers, Contacts, and Opportunities, ensuring outbound documents use the correct contact information.
• Marketing Campaign task completion updates the related Marketing Campaign Line status from the Task List, Task Card, and supported completed status selections.
• Questionnaire values refresh and display properly when navigating between contacts using the forward and back buttons across Customer, Lead, Opportunity, and All Contact views.

Solution revisions

Solution revisions included in this release are: 

• Marketing Campaign email delivery respects the selected Email Sender option, allowing Email Assignee and Salesperson configurations to send using the intended sender address.
• Customer contact tiles and drill-down views display only customer contact records, excluding bank accounts and vendors from the results.
• The Go to Linked Page action on CRM Task Cards opens the related record for tasks created from Marketing Campaigns.
• Lead conversion and ERC CRM timeline functionality operate with no issue across Leads, Opportunities, Person Contacts, and Customer Contacts, with timeline entries saving, refreshing, and displaying properly during navigation and conversion actions.
• Estimate Bill-To and Ship-To addresses display with proper City, State ZIP formatting for clear and readable address output.