> For the complete documentation index, see [llms.txt](https://product.realpadsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://product.realpadsoftware.com/en/product-updates/2024-updates/july-24-referrals-reporting.md). # July '24 - Referrals, Reporting ## Released in July ### Side Navigation & Enhanced Reports We are happy to announce a major release of **Enhanced Reporting**, which deserves a dedicated page [Side Navigation & Enhanced Reports](/en/archive/side-navigation-and-enhanced-reports.md) ### Customers As part of [#multiple-inquiries](#multiple-inquiries "mention") we are simplifying different parts of Customer details to clear out the table and prepare for more updates. Luckily a few useful things are falling out of these simplifications: * In the `Create customer` modal, there is a new required field Sales Agent with Auto-assign quick action * Customer Referrals were simplified (no more dealing with attributes) {% embed url="" %} Setup new Referrals in 30 seconds. \ (don't forget to let your webmasters know about new referral) {% endembed %} ### Email Integration * The way how emails are displayed in our CRM was improved * Ability to preview PDF and image attachments directly in the browser instead of downloading them * Some other user experience and engagement-related improvements ### Documents & Templates * Document templates have a details page with a list of placeholders used in the template. * \[:flag\_cz:/:flag\_sk:] Generated documents, when converting a number to words, will have “jedno sto“ instead of “sto“ adding a formal tone. * In number to words conversion in templates, cents are now generated. * You can easily find which templates use what data now in Settings -> CRM administration -> Document templates, by filtering templates by a specific placeholder used. ### Other * Excel exports are fixed (we've found a problem that they didn't respect the applied filters). * Problems with diacritics were fixed in multiple places. * Under-the-hood changes and fixes for known bugs. ## Initiatives Progress Update ### Multiple Inquiries *Get to speed by checking the kick-off of this initiative in* [June '24 - Inquiries kick-off](/en/product-updates/2024-updates/june-24-inquiries-kick-off.md) Throughout the last months, we have conducted dozens of interviews and talked to many of you about this opportunity. We know that for sales agents it is important to store Inquiry parameters and find the matching units as quickly as possible; to know if the buyer is an investor; to find a decision-maker and to not let the lead hang cold without a response. The next step for us is to **come up with a design** and user experience that will support agents throughout this process, and will empower them to achieve more.

We have dozens of drafts, but it will take a few dozen more before we will be ready to share the progress

### Others Rest assured other initiatives have progressed in July as well: * In Email Integration, we are working on the ability to send Emails from CRM * In SSO we are working on the possibility of forcing your entire organisation to use only Microsoft Account to access CRM * In Reporting, we are looking forward to your feedback and celebrating (just a little bit) a new release. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://product.realpadsoftware.com/en/product-updates/2024-updates/july-24-referrals-reporting.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.