--- title: "6.13.0 CRM Enhancements" slug: "6130-crm-enhancements" updated: 2025-07-30T05:28:36Z published: 2025-07-30T05:28:36Z canonical: "guide.youraspire.com/6130-crm-enhancements" excludeFromSearch: true --- > ## Documentation Index > Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt > Use this file to discover all available pages before exploring further. # 6.13.0 CRM Enhancements ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/Aspire%20header(70).png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A39Z&se=2026-11-15T02%3A17%3A39Z&sr=c&sp=r&sig=KFoNdKYz24zPF6VsXXdB9nktVD%2FLoZHs26f8Bg37BPQ%3D) CRM Enhancements --- Below is a list of the CRM enhancements contained in this release. ## Properties - As an Aspire administrative user, you can mark the following fields as required on the Property Details screen: Account Owner, Industry, Lead Source, Operations Manager, Payment Terms, Primary Contact, Property Details, State, and Tax Jurisdiction by enabling one or more or all of these options from the *Required Fields* subsection of the *Administration* menu. The option to save newly created properties and existing properties that are edited will be disabled until all required fields are filled, or an option is selected. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1678463136151.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A39Z&se=2026-11-15T02%3A17%3A39Z&sr=c&sp=r&sig=KFoNdKYz24zPF6VsXXdB9nktVD%2FLoZHs26f8Bg37BPQ%3D) - When adding a *Primary* or *Billing* contact from the *New Property* details screen, the *Contact* details screen will open in a separate tab. ## Opportunities - You can display, group, sort, and filter by *Electronic Signature* on the *Opportunites* advanced search list screen. This field will display the date on which the signature was recorded. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1678337251978.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A39Z&se=2026-11-15T02%3A17%3A39Z&sr=c&sp=r&sig=KFoNdKYz24zPF6VsXXdB9nktVD%2FLoZHs26f8Bg37BPQ%3D) ## Contacts - You can add the *Certification Number* to the contact details for Employees and Subcontractors. - This field can contain a maximum of 50 characters. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1678338567949.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A39Z&se=2026-11-15T02%3A17%3A39Z&sr=c&sp=r&sig=KFoNdKYz24zPF6VsXXdB9nktVD%2FLoZHs26f8Bg37BPQ%3D) ## ## Invoicing - Hyperlinks have been added to the *Invoice* details screen so you can navigate to the *Company*, *Billing* *Contact*, and *Property* details screen without leaving the *Invoice* details screen. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1678340396545.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A39Z&se=2026-11-15T02%3A17%3A39Z&sr=c&sp=r&sig=KFoNdKYz24zPF6VsXXdB9nktVD%2FLoZHs26f8Bg37BPQ%3D) - *Division* has been added as a field to use to filter, display, group, and sort information contained on the advanced search list of the *Receivable* and *Invoicing* tab of the *Invoicing* module. ## Reports ### Work Ticket Visit Report - A filter for *Tomorrow* has been added to the *Work Ticket Visit Report* advanced search list screen so that you can create a *Work Ticket Visit* report using this filter for all fields containing a date. - Please note that the *Tomorrow* filter type can filter all *Date* fields throughout Aspire. - There is a new field for *Crew Members* so that you can find work ticket visits associated with a specific crew member without knowing their associated routes. - You can display sort and group by scheduled start and end time. ### Legacy - Pivot Reports - If you are viewing pivot reports from the *Legacy* environment, you will no longer see a *Back* button on the following reports: - *Sales Pivot Table* - *Hours Pivot Table* - *Work Tickets Pivot Table* - *Purchases Pivot Table* ### Certifications Report - *Certification Number* has been added as a field that can be displayed, grouped, sorted, or filtered on the *Certifications* report. ### End-of-Month Report - On the *Expense Tab* of the *End of Month Report*, *Branches* will now be sorted alphabetically. ### A/R Aging List - *Sales Rep* and *Division* are two new fields that can be used to display, group, filter, and sort information in the A/R Aging List. ## Miscellaneous Improvements - The Item Type filter on the *Catalog Item Search* screen of the *Create Estimate* tab of an *Opportunity* allows you to filter *Kits.* ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1678406160044.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A39Z&se=2026-11-15T02%3A17%3A39Z&sr=c&sp=r&sig=KFoNdKYz24zPF6VsXXdB9nktVD%2FLoZHs26f8Bg37BPQ%3D) - The Last Activity and the *Last Activity Date* advanced search fields located on the *Contacts*, *Opportunities*, and *Properties* will display the date of sent emails. - The *Last Activity* field on the *Contacts*, Opportunities, and *Opportunities* section of the *Property* Details screen will now include the display of *Issues*. - The Item, Quantity, Unit Cost, or Last Allocation Date on the Inventory Allocation modal accessed by selecting the *+ADD* icon in the *Cost* pane on the *Work Tickets* detail screen can be sorted in ascending or descending order. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1678335227648.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A39Z&se=2026-11-15T02%3A17%3A39Z&sr=c&sp=r&sig=KFoNdKYz24zPF6VsXXdB9nktVD%2FLoZHs26f8Bg37BPQ%3D) ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Glossary/image-1678795268187.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A39Z&se=2026-11-15T02%3A17%3A39Z&sr=c&sp=r&sig=KFoNdKYz24zPF6VsXXdB9nktVD%2FLoZHs26f8Bg37BPQ%3D) *Administration> Application> Required Fields*