Version 26 brings an array of enhancements to the web client, designed to improve usability, streamline workflows, and increase customization options. Key features include:

 

1. App-centric navigation and functionality 

We’re thrilled to unveil a major redesign of one of the most essential parts of your workspace—the left-hand navigation panel. In the new version of the web client (v.26), applications now define the structure of the navigation. This transformation isn't just about looks; it's a leap forward in making your day-to-day workflow smoother, more intuitive, and highly customizable.

🌟A whole new experience in navigation

With this redesign, we’ve shifted the focus where it belongs: your applications and modules are now the stars.  This means:

• Clear separation between navigation and working space, so your central panels are reserved for tasks and operations.

• All essential controls—like definitions, tools, and reports—are now concentrated to the left, always accessible, always organized.

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🎨 Fancy icons: a visual treat with purpose

Every application and module now has its own stylish icon. This isn’t just eye candy—it’s functionally beautiful.

Think of it like a mini-ad for each app: you instantly recognize the purpose and value of each module at a glance. Less guessing, more doing.

These icons are designed to offer clarity, personality, and quick recognition, especially for teams working across diverse modules.

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📎App-bar and app-navigation panel

We’ve introduced a new separation between the App Bar and the App Navigation Panel, giving you more control and flexibility in how you work. While the two elements cooperate closely, each now has its own distinct function.

 

Key Features:

• Pinning options: Both the App Bar and Navigation can be pinned. Navigation can only be pinned if the App Bar itself is pinned, ensuring a consistent layout.

• Hover to open: Hovering over an application icon on the App Bar automatically opens its Navigation Panel for quick access.

• Breadcrumb visibility: You can choose to show or hide the breadcrumb trail to save screen space when needed.

• Label visibility: Application labels can be hidden, allowing icons alone to represent apps—cleaner and more space-efficient.

• Role-based vs. user-based control: Which apps appear in the App Bar depends on your role, while pinning preferences are entirely up to you.

Benefits for users:

• Efficiency: Quickly access apps and their navigation without extra clicks.

• Customization: Tailor the interface to your needs by choosing when to pin, hide labels, or simplify navigation.

• Clarity: Keep essential navigation handy while freeing up valuable workspace.

• Consistency: Role-based app visibility ensures you always see the tools relevant to you, while user-based pinning puts personalization in your hands.

An example of how neat and tidy the navigation can be now:

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🌟Further App-bar options:

• Pin apps you use most often right to the top (option for all users).

• Customize the list to show only the modules relevant to your role (role dependent option).

• When you click on an application, or hover over it, the navigation panel expands to show relevant modules and sub-entities—structured and ready to go.

Your current selection is always highlighted, so you never lose track of where you are.

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🧭Explore the navigation of the chosen module itself

• focus on notifications concerning the module
• Define which entities you want visible—adapted to your role
• Reach marked as favorites objects
• Instantly revisit your recently viewed items
• Pin individual documents you frequently need access to.

Why this matters:

Because productivity thrives on focus and speed. With smarter navigation, you spend less time searching and more time delivering.

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↩️ One-tap return: shoot back to your main module

Need to return to the parent module quickly? The clever return arrow lets you do just that—one click and you're back to where the real work happens. No confusion. No wasted steps.

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🌟Quick record creation directly from the navigation panel

We’ve added a small but extremely convenient detail: a “+” button next to each item that allows record creation. The behavior of this button is identical to the familiar “+ New” button in the navigators.
This new option allows the user to create a new order, customer, or other record directly from the navigation panel, without wasting time on additional clicks. It makes the workflow not only faster but also significantly more intuitive, reducing the need to switch between views and helping the user stay focused on the current application.

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🎯Start button

A major novelty is the modification of the main menu functionality – starting from the logo button!

It gives access to the App Bar and App Navigation Panel (open and close).

🏠Remember: the home icon  positions the user on the first application in the order shown on the App Bar. eg. Marketing application (module).

 

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2. Enhanced Navigation with Column-Freezing

A column-freezing feature has been introduced in the Web Client navigators to enhance usability and improve data organization. This new option allows users to freeze up to four columns on the left side of the grid, ensuring critical information stays visible while scrolling through large datasets. The feature is both simple and flexible—users can specify how many columns to freeze (from 0 to 4). By default, no columns are frozen, providing a clean slate for customization to suit individual needs. This improvement helps users stay focused on essential data, making navigation and decision-making more efficient.

This option can be found in the Settings menu of each navigator, where a numeric field labeled "Number of columns to freeze on the left" allows users to easily configure their preferences.

3. Renames of DOCUMENTS and VIEWS sections

To make navigation easier and more intuitive for our users, we have renamed two major sections:

• DOCUMENTS section is now called DOCUMENTS & OPERATIONS.
• VIEWS section is now labeled REPORTS & LEDGERS.

This change better reflects the content and purpose of these sections.

In addition, although technically "Leads" are not documents, we have visually moved them to the Documents & Operations section. This adjustment aligns with practical usage since leads are frequently created as part of the operational activities. It is now more logical to search for them within this section.

 

4. Return to the previous form 

Navigating back to the previous form after exploring records from navigators has been simplified. When you open a record from a navigator - whether it is a normal navigator or navigator as a panel in a single-record form - you can now easily return to the previous form you started from.

Here’s how it works:

• A return URL is now appended to the main URL when you navigate to a record.
• If you have done any editing, the options to exit a document are : "Save and Close" or "Cancel and Close"
• If you have not done any editing, the option is simply "Close"

These take you to the starting point - the navigator.

• If any filters have been applied via the Advanced Filter option, they will be retained when you return.

This improvement significantly enhances the user experience, reducing unnecessary steps and making workflows more efficient.

 

Meanwhile, the title in the single-record form's title bar is now clickable. When clicked, it opens the record as a standalone form with a clean URL (i.e., only the record's ID without any return URL or additional parameters). This ensures a more streamlined experience for users who need to directly access or share a specific record.

 

5. Details side panel view is retained independently 

Users can customize the Details panel to display selected information about a product, party, or person, separate from the single entity's form view. This customization is unaffected by user roles.

• Fields and their order are set via the Settings menu and remain unchanged unless reset. The view remains consistent across entities of the same type and documents of different types, ensuring a streamlined experience; 
• Easily synchronize the panel with the single entity's form view using the "Restore default settings" button;

This feature simplifies daily tasks by focusing only on key information about the object.

 

6. Limit max width of single record forms 

Previously, on wider screens, single-record forms would stretch to the full available width, making it difficult to quickly process information.

With this update, we have set a maximum width of 1400px for these forms. This adjustment ensures that fields remain well-organized and easy to read, improving overall usability.

If the left menu is pinned, the form remains aligned to the left rather than centered. This ensures it stays visually connected to the menu without unnecessary detachment.

The width limitation applies only to single-record forms. Navigators remain unchanged.

7. Advanced Filter settings are saved in views

Changes made in the Advanced Filter panel can now be saved directly into the view using the “Save Layout” button.

Most reports come with default or predefined filters that load automatically when the report opens. When you open the Advanced Filter panel, any active filters — including field, comparison type, and value — are automatically pinned and made ready to be saved with the layout.

This “readiness” activates the Save Layout button, making it visible to the user.

Add, pin, or lock any number of filters. Each change you make will re-activate the Save Layout button.

Once saved, the current layout — including the filters — becomes your personal default until you modify the view again.

Before you save the new filter and vies, you can revert to the saved filters from Advanced filter panel menu - Reset Defaults.

This improvement makes it easier to preserve and reuse personalized filter setups, allowing you to work more efficiently with consistently tailored report views.

⚠️ Note: The Save Layout button is available only to users whose roles include “Is Layout Admin” or “Global Layout Manager.”

 

8. Amended views no longer saved automatically 

Amended views are no longer saved immediately — please use the Save Layout button to preserve any changes.

This update has been applied in the Web client to align its behaviour more closely with the Desktop client.

What this means:

• Any adjustments to the view — such as resizing columns, adding/removing fields, or applying filters — will only apply during the current session.

• These changes will be saved only after explicit confirmation by clicking the Save Layout button.

• The Save Layout button will appear automatically when a change is detected, prompting you to save the current configuration.

⚠️ Note: The Save Layout button is available only to users whose roles include “Is Layout Admin” or “Global Layout Manager.”

While this may feel restrictive at first, it encourages a more intentional and consistent approach to layout changes. A future enhancement will include a prompt to save the layout when closing the form, helping prevent accidental loss of changes.

 

9. Related data panels include self-referencing entities

In previous versions, when an entity type included a field referencing itself, the corresponding related data panel could not be shown in the single-record form within the user interface. This made it difficult to visualize records directly connected to the current one — such as child records in a parent-child relationship.

With this update, ERP.net now automatically displays a related data panel for the current entity type whenever it contains a self-referencing field.

For example, in the Product Group single-record form, you will now see a panel titled Product Groups, listing all Product Groups that have the current Product Group as their parent.

Users can now access all related records in one place without additional navigation. This enhancement improves visibility into hierarchical structures and makes working with self-referencing relationships more intuitive and efficient.

 

10. Inherited layouts for form layouts 

A powerful update to the Layout menu makes working with form designs simpler, faster, and more flexible. With the new option to apply layouts from other forms, you can now reuse an existing layout as a starting point — and customize or disconnect it whenever needed.

🌟 Why this matters

This update brings a smarter approach to managing layouts. This simplifies layout management across roles and categories while ensuring consistency in form presentation:

• Consistency across related forms (like Customer, Vendor, Partner)

• Faster onboarding and setup with shared design templates

• Centralized updates, with inherited layouts automatically reflecting changes

• Flexible customization when you need to break away from the shared look

With this release, when a layout is configured to inherit another, the inherited layout will be used in its entirety. 

If inheritance is set, the layout editing tabs such as Items and Reorder become disabled, clearly indicating that the layout is inherited and cannot be customized directly.

🧭 What you’ll see in the Layout menu:

• When no layout is applied: Use from… - Pick and apply a layout from another form.

• When a layout is already in use: Using: <Form Name>

with sub-options:

Change… - Replace with a different form's layout.
Copy and stop using  - Keep the current layout and make it editable.

Stop using - Reset to the system or last saved layout.

 

⚠️ Note: This feature is available only for users with layout editing permissions (layout managers).

 

11. Hints in the context menus

We’ve made a subtle yet meaningful improvement to the context menus across our ERP system: we added descriptive hints for each option. And now, it’s not just fields that offer helpful hints — context menu options do, too, when you hover over them.

Even the most well-labeled option can benefit from a little extra context, because great software isn’t just about functionality, it’s about how effortless it feels to use.

These new hints:

• Confirm what an option does without needing to try it first

• Gain confidence while navigating unfamiliar screens

• Reduce training time for new users

We see this as another small step toward a smoother, more user-friendly experience — the kind that distinguishes truly polished software.

 

12. Customization panel - smarter and user-friendly

We’ve introduced several thoughtful upgrades to the Customization Panels, all aimed at improving usability while you tailor your workspace. These changes make it feel more intuitive, responsive, and aligned with your workflow.

• Fixed panel size 
  No more full-screen takeovers! The panel now has a fixed width and height, keeping the object you're working on visible — so you stay grounded in context while personalizing.

• Movable panel
  Just grab it by the title bar and drag it where you need it. This flexibility is especially handy when adjusting complex forms or navigators.

• Smarter reordering
  While reorganizing chosen fields and items, just hover over the row — it will auto-focus, making the reordering feel precise.

• Centered by default
  No matter where you last left it, the panel always opens neatly in the center.

These enhancements make customization a more natural, comfortable process — especially when you're refining key areas like forms and navigators.

 

13. Turn your panels into a winning game of Tetris

Let's explore several powerful new personalization enhancements that will give you total control over how you work with Data panels and Navigation panels. Just like in Tetris, it’s all about making things fit perfectly — only this time, you’re fitting panels, fields, and tabs instead of blocks!

🌟To customize the form layout, use the Customize form option.

Each form can include multiple panels, and now you can rearrange them like pro-level puzzle pieces:

🟥 Fill – Stack panels vertically, each taking the full row

🟦 Side-by-Side – Place one panel to the left, one to the right

 

 

🟨 Tabbed Panels – Embed multiple panels under tabs inside a host panel 

Manage your panels like never before. Group panels as tabs within a host panel and position them to appear in any direction you prefer. The active tab is always highlighted for easy navigation.

 

🌟 To customize the panel, click the top-right corner of any panel, choose Customize panel, then go to the Settings tab.

 

🏷️ Dynamic field labels:
Customize your field labels for maximum clarity. Position them either to the left or on top of the fields, ensuring a layout that suits your workflow.

Show or hide field descriptions (Hints):
Need extra guidance? Turn on field descriptions. Want a cleaner look? Turn them off. You’re in control.

 

📏 Adjustable panel height:
Choose how your panel fills its space:

• Auto Height – Smart sizing based on panel type and logic

• Fill the Screen – Maximize your real estate

• Fit All Content – See everything at once (no hidden fields!)

• Fixed Rows (1–30) – You decide how many rows to show, with scrolling as needed

 

📰 Smart column adjustment:
No more cramped layouts! Even when both side panels are open, the central panel adjusts gracefully to make sure all your data is visible. 

Why this is a game-changer?

Think of it like building the perfect gameboard:

• You’re stacking panels with precision

• Adjusting fields for the best view

• Aligning everything for optimal flow

• Always ensuring nothing important is hidden

This level of personalization isn’t just convenient — it’s empowering. It means less time wrestling with layout and more time doing what matters.

So go ahead — customize, arrange, and win. Make your workspace play just like a Tetris master would: smart, seamless, and satisfying.

⚠️ REMEMBER: Click Save Layout button when you are satisfied with the set layout.

 

14. Improved display for Full Row fields 

We’ve updated the way Full Row fields (e.g. “Notes”) are displayed in panel navigators. Previously, long texts were cut off to match the screen width. Now, these fields are responsive—the full text is always displayed and wraps automatically, making it easier to read at a glance without additional interaction.

This change is especially useful for multi-row fields where full visibility of content matters.

 

15. Always know what you're working with 

You can now instantly see the type of object you're working with—whether it’s a Customer, Sales Order, Offer, Lead, User, or another basic entity. This type is now displayed just below the document title.

🔍 Why it matters:
Even when the main panel showing detailed information is hidden or collapsed, this quick label helps you stay oriented and confident about what you’re viewing. No more second-guessing—just clear, consistent context.

 

16. New visual cue for layout changes 

When making significant changes to a form or panel—such as those initiated through the "Customize form" or "Customize panel" menu options—the Save Layout button will now appear in red.

This clear visual cue prompts layout administrators to take action and save these important updates. 

For minor role-allowed changes, the button will continue to appear in blue, maintaining consistency with regular user interactions.

⚠️Note: This update is especially important as we’ve discontinued automatic layout saving. Saving is now a manual action, so the red button ensures you don’t miss it after key edits.

 

17. Filter Calculated and Stored Attributes in the grid

Data of type Calculated Attribute and Stored Attribute can now be filtered directly in the grid!

Filtering is available within the grid of the navigators, using the familiar filter funnel icon and checkboxes

⚠️ Important notes:

• These attributes cannot be filtered via the filter row.

• In Advanced Filter, filtering is available for Stored Attributes only and only within the set of allowed values, which are clearly listed.

This update brings us one step closer to unified and powerful filtering capabilities across platforms.

 

18. Different layouts per document type based on entity name

It is now possible to configure different layouts for the "Document Type" form depending on the Entity Name associated with each document type. This significantly enhances the ability to tailor the form to the specific context of different document types.

 

Key concept

Each document type is linked to a specific Entity. Based on this, you can now assign a dedicated form layout.

For example, a document type with Entity Name "Orders" can have one layout, while another with Entity Name "Invoices" can have a completely different layout. 

This significantly improves the ability to align the form structure with the actual purpose and business logic of each document type.

 

How it works

When creating a new Document Type:

• Users can select the relevant Entity Name.

• Once selected, they can define a layout that suits the document’s entity-specific requirements.

This means that layouts are no longer generic for all document types, but context-sensitive and purpose-aligned.

 

Example:

Let’s say we have two document types:

• One with Entity Name Invoices

• One with Entity Name Orders

In the Invoices document type layout, it would be appropriate to include the Invoices Options panel, which contains settings specific to invoicing logic.

In contrast, the Orders document type would not need those options. Instead, it might display a Sales Orders Options panel, relevant to sales-specific settings.

This improvement not only enhances personalization, but also ensures that the layout of the "Document Type" form reflects the structure and operational context of the underlying entity — giving users clean, and purpose-driven interfaces.

 

19. Scrollable top-menu ribbon on mobile

Editing documents on your smartphone may introduce additional menu elements to the top ribbon. Some of these elements could become hidden off-screen. With this new update, you can now slide the top ribbon left or right with your finger to access all menu options seamlessly.

This improvement ensures a more flexible and user-friendly experience while working on the go.

 

20. Virtualization of dropdown lists 

We have integrated virtualization into dropdown lists used for selecting document references. This means that instead of loading all records at once, the interface displays only the entries currently visible on screen. As you scroll, additional records are loaded dynamically.

Why is this useful?

• Improved performance – the user interface responds faster and avoids lagging, even with large datasets.
• Reduced load on the browser and device, which is especially important when working with large or complex reports.
• Better user experience – dropdowns open instantly, with no delay, making navigation more efficient and pleasant.

 

21. Access relevant data directly in entity forms 

In the entity form, under Customize Form → Related Data section, all panels whose data can be filtered by the current record can now be found and displayed in the form - including those connected through indirect relationships.

This means that related entities which are not directly linked to the current record can now also be shown, as long as a valid filterable path exists.

For example, Sales Order Lines can now be displayed in the Customer form, even though the relationship passes through Sales Orders.

 

Why this matters

Previously, Related Data panels only included entities with a direct link to the current record.

For example:

When viewing a Customer record, you could see their Sales Orders and Offers, but not the Sales Order Lines or Offer Lines, even though those are highly relevant.

Now, panels for any filterable entity - regardless of the connection depth - can be added to the form layout.

For example:

In a Customer form, you can now include panels like: Sales Orders – Lines, Invoices – Lines, Offers – Lines, Service Orders – Lines, etc. Each panel will display only the records that relate to the current customer.

This logic applies consistently across all entity types.

This improvement:

• Saves time by giving users access to deeper data without navigating away.
• Increases visibility into transactional details tied to a single record.
• Aligns with how users think about their data—hierarchically and contextually.

 

22. Optimization of panels and nested rows

With the new virtualization functionality for panels and rows, working with long documents, nested objects, or tabular panels containing dozens or hundreds of rows is now smarter and faster. You can edit directly within the rows, and the fields that can be modified are highlighted.

 

🔗See only what you need

The system now displays only the elements that are in your viewport.

As you scroll, the next items are loaded — but not all at once. This means:

• Reduced load on the browser
• Faster interface response
• A more pleasant experience when working with long lists and documents

🔗How does this help?

• Smooth scrolling, even with large amounts of data
• No lag, regardless of the number of rows
• Lightweight and stable performance, even on older devices

You don’t need to do anything — virtualization works automatically when using screens with supported panels and lists.

🔗Where will you see It?

This functionality is implemented in form menus where:

• There are panels with many rows
• Nested structures with sub-rows are used
• Rendering was previously causing slow interface loading

23. Create related entity objects directly from single record forms 

А powerful new enhancement in the ERP system: you can now create objects of a related Entity type directly from within the single record forms you’re working on.

💡 Where to find it:
Look for the ➕ New button in the title bar of any related data panel.

With a single click, you can instantly add a related record. You will be transferred to the definition form of the new object.

🔗 Why this is useful:
This new option makes it easier to complete tasks more holistically and intuitively. When working with interconnected data, you no longer need to navigate away or break your flow. You can now handle related objects right where you're already focused—boosting both productivity and user experience.

 

24. Grouping options by Half-year and Quarter 

Grouping by quarter and half-year is essential in accounting, finance, and business analysis because it provides a balanced view of performance over shorter periods than a full year — without the noise or granularity of monthly data. Now you can easen your reports with our addition to grouping in the navigators.

🎯 Key benefits:

• More manageable timeframes than monthly data, making it easier to interpret trends.
• Enables comparative analysis (e.g., Q2 this year vs. Q2 last year, or H1 2025 vs. H2 2024).
• Useful for identifying cyclical patterns (e.g., sales spikes in Q4, slowdowns in Q1).
• Critical for budgeting, forecasting, compliance, and reporting at many organizations.

✅ Available grouping options:

1. Quarterly (Q1–Q4)

2. Half-Yearly (H1, H2)

3. Monthly (January–December)

4. Yearly (Calendar Year)

ℹ️ Period details:

• Quarters (Q1–Q4)

  • Q1: Jan 1 – Mar 31

  • Q2: Apr 1 – Jun 30

  • Q3: Jul 1 – Sep 30

  • Q4: Oct 1 – Dec 31

• Halves (H1, H2)

  • H1: Jan 1 – Jun 30

  • H2: Jul 1 – Dec 31

• Months: Standard calendar months (e.g., January = Jan 1–31)

• Years: Full calendar year (Jan 1 – Dec 31)

This feature uses the calendar year as the base (not a custom fiscal year).

 

25. "Create Adjustment" for Sales Orders 

The Create adjustment function, previously available only on the Desktop platform, is now accessible in the Web application as well. Currently it is applicable ONLY TO SALES ORDER documents.

As users perfectly know, such function is used in documents at state "Released". This feature enables users to correct non-key-value fields and some scalar fields of a released Sales order.

Meaning: scalar fields like Quantity and Amount are reset to null automatically and these you can correct.

Here is an example with a Sales order W number C02844, that is Released:

Upon choosing the option from button RUN, a confirmation message will appear.

 

Then a correction document is loaded with scalar fields that are nulled - in this example - Qauntity field in the Lines. Make the necessary edits into them and into non key-value fields and click status section Adjustment.

The new values will be loaded in the original Sales order (in the example + 5 pcs of product 00257 = 8 pcs).

The function streamlines the correction process to otherwise non-editable documents, minimizing the need to void and reissue them.

More on Adjustments can be found here: Adjustments documents

More on Scalar and Key fields learn from here: Scalar and Key fields

 

26. Share records easily

We’ve added a “Share” function to help you distribute records quickly and clearly. You’ll find the Share button:

• In the navigator head bar  - when a record is selected
• On the title bar inside each record

 Two share options:

        Copy link: Instantly copies the record’s URL to your clipboard — paste it anywhere. You’ll also see a “Link copied” balloon to confirm the action.

        Share to group: opens a dialog to:

• • Choose a group

  • Add an optional message

  • Share the link directly as a readable comment in group chat

Sharing this way

• Makes it faster to distribute context with your team

• Adds clarity through readable, in-platform comments

• Keeps everyone aligned — without switching tools

27. New visual enhancement

With version 26 we’ve refined the way single-line fields are shown. When such a field is displayed alone in a panel, it will no longer have a caption. Instead, its value is emphasized with a significantly larger font size.

For example: The Title of a Project Case.

This change is intentional: it makes the field look and feel like a title element, drawing attention and giving greater importance to key values. The result is a cleaner layout and better focus on what matters most.

 

28. Introducing Named layouts in the Web Client