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November changelog updates

November was all about giving you more control and precision. We’ve smoothed out the rough edges in your data filters, introduced powerful bulk actions to save you time, and added smart new safeguards to keep your stock and privacy secure

New Features

Manage Tags in Bulk

Cleaning up your CRM just got hours faster. You can now select multiple Projects, Contacts, or Companies and add or remove tags in one go.

  • Select 50 contacts and tag them as "Newsletter" instantly.
  • Remove "Old Lead" tags from a whole list of companies at once.
  • Works seamlessly via the standard bulk-action menu.

Automatic Price Updates with DATANORM

For our stock managers: You can now upload DATANORM v5 files directly into OpusFlow.

  • Automatically update article prices and descriptions from your supplier.
  • The system validates the file before import, keeping your database clean.
  • Supports huge catalogs without slowing you down.

Find Tickets Faster

We’ve supercharged the search bar in your Ticket overview.

  • You can now search tickets by Project Name, Company, Contact, Warehouse, or Supplier
  • No more clicking through to find the right task.

Better Privacy Controls for External Users

We added a new permission setting perfect for working with external parties or sub-contractors.

  • You can now allow users to create projects without letting them search your entire contact database.
  • They can create new contacts for their projects, but your existing client list stays private (GDPR compliant).

PV Designer V2 Lands in the UK

Our UK users now have full access to the new PV Designer V2 engine.

  • Includes region-specific shadow calculations.
  • Fully localized for UK currency and units.

Bug Fixes

  • Filter counts are now 100% accurate -  the numbers in your filter bar no longer include archived items, so you see exactly what’s active.
  • Dates and times in automations are now spot-on -  we fixed the timezone issues in emails and planning triggers. No more 1-hour discrepancies
  • Formatting in emails works as expected - Bold text now actually looks bold, instead of showing code tags.
  • Sorting Contacts by "Project" is now stable -  no more disappearing lists when you try to organize your CRM.
  • Clearing dates on the homepage is crash-free -  using backspace to remove a time entry date works smoothly.
  • Archived warehouses are truly locked - it is no longer possible to accidentally move stock into a warehouse that has been archived.
  • Quote generation is more robust - we’ve fixed an issue where special characters could block a PDF from being created.
  • Old forms are back in view - forms created in previous versions are now correctly visible in the Project Forms tab.

Improvements

  • Find projects by partial reference - you no longer need to type the full reference number; searching for just "123" will now find "2025-123
  • CRM Project counts tell the whole story - contacts now show the total number of projects they are linked to, including sub-projects.
  • Unarchive users yourself - you can now restore archived users instantly without needing our support team.
  • Safety stock can now be set to zero - giving you full flexibility if you don't want to keep stock for certain items.

Why it matters

Less manual work - bulk tagging and DATANORM imports turn hours of admin into seconds.
Cleaner data - accurate filter counts and correct project references mean you can trust what you see.
More control - unarchive users yourself and manage stock levels exactly how you want.
Better security - invite external partners to work in OpusFlow without exposing your entire client list.

We’re building OpusFlow to work the way you do — reliably, simply, and always improving.

Schedule your free demo

Get a live customized demo or discovery call focused on what your organization needs, get answers to your specific questions, and find out why OpusFlow is the right choice for your organization

What can I expect?

  • A brief conversation about your current processes
  • What OpusFlow can do for your organization
  • All your questions answered
  • No commitment whatsoever
"By using OpusFlow, we were able to centralise our processes and massively increase efficiency. Our cost-per-quote ratio has certainly decreased by 50% as a result."
Patrick Salmon – Sales Manager, AMPERA Solar- & Energiesysteme
AMPERA
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