---
title: "6.16.0 CRM Improvements"
slug: "6160-crm-improvements"
updated: 2025-10-28T20:26:10Z
published: 2025-10-28T20:26:10Z
canonical: "guide.youraspire.com/6160-crm-improvements"
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.

# 6.16.0 CRM Improvements

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/Aspire%20header(58).png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A26%3A37Z&se=2026-11-13T11%3A26%3A37Z&sr=c&sp=r&sig=dYN1DTklJtF9ZnTbDGNczfcE9u42L4o%2B89FkG8aQH8E%3D)6.16.0 CRM Improvements

---

This release includes a range of interface improvements designed to heighten your experience using the Aspire desktop application.

## 💭Sales pipeline KPI

## Several updates have been added to tailor your **Sales Pipeline KPI** to include or exclude what you need using new tags and filters. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/KPI%20Insight(1).png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A26%3A37Z&se=2026-11-13T11%3A26%3A37Z&sr=c&sp=r&sig=dYN1DTklJtF9ZnTbDGNczfcE9u42L4o%2B89FkG8aQH8E%3D)

- You can configure and add **Opportunity** and **Property Tags** so only results containing your added tags will populate. You can add multiple tags.

Take the following steps to create an opportunity or property tag:

1. Go to the Administration menu.
2. Select Application.
3. Choose Lists.
4. Select Tag.
5. Select New.
6. Create the Tag name.
7. Select either Property or Opportunity for the Tag Type.
  1. Invoice, Property, and Opportunity Type are newly added fields you can use.
8. Save.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/Creating%20a%20new%20tag(1).png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A26%3A37Z&se=2026-11-13T11%3A26%3A37Z&sr=c&sp=r&sig=dYN1DTklJtF9ZnTbDGNczfcE9u42L4o%2B89FkG8aQH8E%3D)

## Dashboard

- When selecting Search at the bottom of the To Do List tile on the Dashboard, you will only see activities listed on the To Do List to ensure the results are relevant. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/To%20Do%20List%20Search.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A26%3A37Z&se=2026-11-13T11%3A26%3A37Z&sr=c&sp=r&sig=dYN1DTklJtF9ZnTbDGNczfcE9u42L4o%2B89FkG8aQH8E%3D)
- You can select more than one To Do List date range filter, and the results will be consolidated so that you can see all the results at the same time.    
![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1697060470605.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A26%3A37Z&se=2026-11-13T11%3A26%3A37Z&sr=c&sp=r&sig=dYN1DTklJtF9ZnTbDGNczfcE9u42L4o%2B89FkG8aQH8E%3D)
- When you select a header (Overdue, Today, Next Ten Days) from the To Do List on the Dashboard, your choice will be saved even if you navigate away from the home screen.

## 💭Purchasing

- The **Item Code** field is now available in the **Purchasing >** **Inventory > Location > Allocation** advanced search screen.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/Item%20Code%20Option.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A26%3A37Z&se=2026-11-13T11%3A26%3A37Z&sr=c&sp=r&sig=dYN1DTklJtF9ZnTbDGNczfcE9u42L4o%2B89FkG8aQH8E%3D)

## 💭Time zone setting

- Now, you can use a **Newfoundland** (GMT-2:30) timezone at the system and branch level.

## 💭Customer issues KPI

## 

- The previously existing Customer Issues KPI widget is available on the home screen of the Aspire application by default.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/Customer%20Issues.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A26%3A37Z&se=2026-11-13T11%3A26%3A37Z&sr=c&sp=r&sig=dYN1DTklJtF9ZnTbDGNczfcE9u42L4o%2B89FkG8aQH8E%3D)

## Reports

- View when and who modified an opportunity service on the **Opportunity Services** audit report. The **Last Modifed By** and **Last Modifed Date Time** fields will appear by default and can be filtered, displayed, grouped, and sorted. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1697082858652.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A26%3A37Z&se=2026-11-13T11%3A26%3A37Z&sr=c&sp=r&sig=dYN1DTklJtF9ZnTbDGNczfcE9u42L4o%2B89FkG8aQH8E%3D)

💭- denotes new and improved functionality implemented in response to client portal feedback.

🔵The described new and enhanced functions are only available in the sandbox environment and are subject to change.