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What's new in BUZ

This page lists the improvements and fixes we’ve made to BUZ, newest first. It’s updated as we release new changes.

Everything here is already live in your BUZ — there’s nothing to download, nothing to install and no upgrade to schedule. If something you reported is listed below, the fix is already in.

  • Finding inventory items: “Find an item in any group” on Inventory Items now shows a full results table with Code, Description, Inventory Group and Last Edited, 40 rows a page, like classic BUZ.
  • Buz 2 Buz info: Inventory Groups now has an Include Buz 2 Buz Info box that adds a column showing each group’s supplier connection, like classic BUZ.
  • Stock take file: The stock take file now uses the same total labels and header text as classic BUZ.
  • Inventory exports: The Inventory Groups and Units sheets in inventory exports now use the same colours as classic BUZ.
  • Large inventory groups: Opening a very large group on Inventory Items no longer fails.
  • Buz 2 Buz connection status: Editing a connected inventory group now shows its real connection status, instead of always saying the connection isn’t active.
  • Inventory Groups links: The Options, Cost and Sell links on Inventory Groups now keep you in My Organisation.
  • Discount Matrix: The Discount Matrix now accepts negative values, and its calendar shows the whole week.
  • Email template editor: In dark mode, the email and disclaimer page in the editor now stays white, so you see emails the way your customers receive them.
  • Email template editor: The font, size, style and colour menus in the email template and disclaimer editors now show properly, and the editor opens much faster.
  • Email bounces: When an email you send from BUZ bounces, the Email Bounced note in History & Notes now shows which address failed and a plain-English reason.
  • Pricing imports: If a price grid, cost grid or pricing coefficients import fails, BUZ now tells you what kind of problem it was, whether anything was changed, and a time you can quote to support.
  • Dark mode: The Inventory Items and Inventory Import screens now follow dark mode like the rest of My Organisation.
  • Sales Analysis export: The Sales Analysis Export CSV now lists its columns in the same order as classic BUZ.
  • Inventory import: In inventory groups whose item codes are made from material, material type and colour, importing now builds each item’s Code and Description for you, the same way classic BUZ does, so rows with a blank Code no longer fail.
  • Applying options: If BUZ can’t apply your option changes, it now tells you why.
  • Appointment status colours: Status labels on Diary and My Day cards are now filled with the status colour, so pale colours are easy to read.
  • Excel and Power BI: Connecting to BUZ reports from Excel or Power BI now works when your password contains a colon or accented letters.
  • Grid exports: Exporting grids to Excel no longer fails when a sheet name contains characters Excel doesn’t allow.
  • Appointment colours: The coloured edge on appointment boxes now shows the rep’s colour.
  • Starting quotes: Start Quote is now on every appointment list, and untimed appointments show as full cards on My Day.
  • Finding leads: You can now find a lead from any calendar view, and typing a lead number opens that lead straight away.
  • My Day: You can now hide the Follow-ups due box on My Day if you don’t need it.
  • Customer sales graph: The sales graph on a customer now shows a dollar scale and colours quotes and orders differently.
  • Customer jobs and quotes: You can now search all of a customer’s jobs and quotes from the customer page.
  • Receiving payments: You can now take one payment and apply it across everything it settles.
  • Booking appointments: Book appointment now has a Diary tab that lists the week’s appointments, like the week diary in classic BUZ.
  • Payment surcharges: When you receive money, the surcharge and the total charged now show before you save for every payment method that has a surcharge, not only card payments.
  • Price grid imports: Importing a price grid now reads numeric price group codes correctly, and stops with a message if a code could match more than one price group.
  • Products on the calendar: Products picked for an appointment without a quantity now show on every calendar.
  • Option quantities: Leaving a quantity question unanswered no longer sets a related option’s quantity to zero.
  • Classic calendar: If you use classic BUZ, the Calendar button now opens the classic calendar instead of the classic Leads home page.
  • Switch to Classic: Clicking Switch to Classic on the calendar or contacts no longer gets stuck bouncing between classic BUZ and the new screens with a too many redirects error.
  • Staying signed in: Renewing your login while you’re on a page no longer shows an error page.
  • Calendar settings: Your calendar settings are no longer lost if they fail to load.
  • Adding users: Adding a user now starts with their email address, and BUZ checks whether they already have a BUZ login.
  • Calendar view: The calendar now remembers whether you last used the Day, Week or Month view.
  • Settings: The Settings screens have a tidier layout.
  • Follow-up leads: Follow-up leads on the dashboard now open in the new CRM instead of classic BUZ.
  • Emailing quotes and orders: When you email a quote or order, BUZ now waits longer for its documents to be ready, so slow documents no longer fail to attach.
  • Production line capacity: Finished jobs no longer take up future production line capacity.
  • Reference numbers: The first reference number is no longer one lower than it should be.
  • Default Templates: The Default Templates settings page no longer shows an error.
  • Show inactive users: Show inactive on your users list now also includes people whose BUZ login has been switched off.
  • Calendar colours: You can now choose a calendar colour for each sales rep and installer.
  • Marketing campaigns: A campaign that has already been sent can now go to more people, either anyone new who now matches its audience or specific people you type in. Any campaign can also be copied as a new draft.
  • Process Order: Processing an accepted order from the new Sales screen now creates its factory jobs, installer jobs and parts list.
  • Customer contacts: A customer’s billing contact is now listed on their contacts card.
  • Installer days off: Jobs can no longer be booked onto an installer’s day off.
  • Quote date: Picking a date with the date picker when creating a quote now sets that date.
  • Calendar job numbers: The calendar now shows the full job number, including its letter.
  • Production completion and stock: Moving a job to a completed status on the production board now records its completion date, so stock on hand goes down as expected. Moving it off completed clears the date again.
  • Adding users: Adding someone who already has a BUZ login to your organisation no longer changes their name or contact details.
  • Disable credit limits: The Disable credit limits switch in your organisation settings now saves.
  • Dispatch status colours: The dispatch status bar now uses the installation status colour.
  • Dispatch report: Private appointments now sort into the day by their time.
  • Customer activity: The Activity list on a customer’s page now has Leads, Quotes, Orders and Invoices chips, and the row of open items at the top ends with a See all quotes link that shows every quote.
  • Schedule appointment calendar: Picking a day in the small month calendar now shows that day’s appointments straight away, your saved rep and installer ticks are kept even when the list is slow to load, and appointments appear sooner. If nobody is ticked, a notice now offers Select all.
  • Grid and Board views: Moving to the next or previous month now starts on the 1st of the month and loads it only once.
  • Dispatch Map: The Dispatch Map page now shows the day’s stops.
  • Report names: Each report page now shows the same name as the menu item you opened it from.
  • Sales Orders By Date report: The report now shows each line’s discount.
  • Sign-up: The sign-up form has a fresh new look.
  • Saved emails: You can now attach a saved email to a customer or lead.
  • Lead history: A lead’s History now shows who made each change, when they made it, and what changed.
  • Private installer appointments: You can now cancel a private installer appointment straight from the calendar: click it, choose Cancel appointment, then confirm.
  • Leads calendar cards: Cards now show the phone number, the contact box is clearer, and leads without a set time are easier to read.
  • Job cards on the calendar: A job now leads with its time and company name, then the address, with the status last. The status also colours the card.
  • Quote follow-up reminders: Reminders to follow up a quote no longer appear in the customer’s activity feed.
  • CRM on a phone: The calendar toolbar now scrolls sideways so New Appointment can always be reached, and the orange add button on My Day is now labelled New lead.
  • Lead marketing questions: A lead’s marketing answers are now checked against that lead’s own set of questions.
  • Follow-up questions: A follow-up question now stays optional when the question before it is left unanswered.
  • Booking from the calendar: Clicking in a rep’s column now books that rep.
  • Next available: A rep’s Next available time is now counted from the booking day.
  • Dispatch Types filter: Filtering by dispatch type no longer hides private appointments.
  • Email templates: Email templates are now listed in their sequence order.
  • Leads calendar: The One rep · Week and All reps · Day buttons above the rep list have been removed, so the calendar can no longer get stuck showing one person. Tick or untick people in the list to choose who you see.
  • Notification bell: The bell now shows that it’s checking until your notifications have loaded.
  • Schedule appointment: The page now keeps the day and reps you were looking at.
  • Dispatch Schedule: Private appointments now stay on the Dispatch Schedule, which has a new Branch/Production filter, and the dispatch pickers keep private appointments and orders not yet produced.
  • Editing a picked address: Changing the street, suburb, state, post code or country of an address you picked from the search now clears its old map position, so maps and New Appointment distances use the new place. Picked addresses also save the state correctly.
  • Billing-only companies: A company set up for billing only no longer says No contacts recorded.
  • Email addresses with a +: The email composer now accepts addresses that contain a + sign.
  • Leads Sources and Leads by Branch reports: Months are now grouped by year, so periods that cross New Year (such as Last 12 Months or Last FY) show months in date order and keep the same month of each year separate.
  • Untimed installs on the calendar: Installs without a set time now sit in the all-day row instead of at 6am.
  • Re-sending a portal invite: Re-sending a contact’s portal invite now confirms it was sent instead of showing a false error.
  • Xero contacts: Contacts that were archived or merged in Xero are now found by their contact number.
  • Leads Analysis report: A new Months only view, with months shown in date order.
  • Jobs Schedule report: Totals now show under each day and each line, like classic BUZ.
  • Typed-in addresses: An address you type in yourself now saves, not only one picked from the search.
  • Customer groups: Changing a customer’s group now sticks.
  • Unsent emails: If an email can’t be sent, BUZ now tells you.
  • Dispatch printing: The Board, Grid, Schedule and Calendar now have a Print menu with a Run sheet and a Truck sheet for the dates and runs on screen, with each day starting a new page. The Truck sheet totals each run’s products by group. You can also email both sheets from the Board and Grid.
  • Booked dates: Dispatch cards now show the date a job is booked (for example, Booked Fri 24 Oct), and the Grid has a Booked column.
  • Bought-in jobs on dispatch: Booked jobs that aren’t made in your factory now show on the Dispatch board and in search, marked No factory job.
  • Find a job on the calendar: A Find a job search on the dispatch calendar jumps straight to the day the job is booked.
  • Printing dispatch sheets: Dispatch sheets now print without opening a new window, so pop-up blockers can’t stop them.
  • Print the run sheet from dispatch: You can now print the day’s run sheet straight from the Dispatch board.
  • Leads calendar on tablets: The leads calendar now fits a tablet, with one-click One rep · Week and All reps · Day views, a Hide hours option and a key to the status colours. Smaller tablets now open the calendar instead of My Day.
  • Find a lead quickly: You can now find a lead by its number, phone number or name from the search box in the header and from the leads calendar.
  • New Lead: New Lead now takes you straight to the leads calendar.
  • Sales Orders by Date report: The report now shows total sales (ex and inc tax) beside the order count, and ends with a Summary of each rep’s orders, on screen, in Print and in Excel.
  • Dispatch board: The install suburb and the booking’s dispatch notes now show on the board, Grid, Schedule and Work Sheet.
  • Large price and cost grids: Price and cost grids with more than about 2,000 cells now save properly.
  • Quote Date periods: Sales Orders by Date now includes every quote from the last day of a Quote Date period, matching classic BUZ.
  • Dispatch board date range: Choosing a very wide date range on the dispatch board or Capacity tab now asks you to pick a range of 3 months or less, instead of loading slowly. Searching still covers all dates.
  • Save messages: If logging an activity, removing a contact or saving a company, contact or invite doesn’t go through, BUZ now tells you why instead of doing nothing.
  • Lead search: Searching leads no longer shows an error.
  • Lead links on a phone: Opening a link to a lead on a phone now opens that lead instead of My Day.
  • Leads calendar by rep: The leads calendar now shows a row for each sales rep, so you can see everyone’s appointments side by side.
  • Order line status: Order lines now show their Job Tracking and Dispatch status, along with the product.
  • Dispatch Schedule report: The Dispatch Schedule report now lists job lines, shows order numbers in bold and has a Hide amounts option.
  • Price grid imports: Price grid imports now keep decimals visible, put inch grids back onto their stored sizes, accept workbooks with several sheets, and no longer fail to preview large grids. The import always uses your latest check.
  • Product Options import: Range and Notes rows in Product Options imports are now split the same way classic BUZ does.
  • Customer groups: Adding a customer group works again.
  • Stocktakes and MYOB: Committed stocktakes are now sent through to MYOB.
  • Lead address: The address field on a lead keeps working even if the map doesn’t load.
  • Leads calendar cards: Rep cards on the leads calendar no longer get squashed on busy days.
  • Leads toolbar: The leads toolbar now wraps neatly instead of leaving empty gaps.
  • Account search: Searching accounts now finds a phone number typed with +61.
  • Export file names: Export files from Inventory, Contacts, Settings, Sales, Workflows and Marketing audiences now use consistent, descriptive BUZ file names.
  • Work in Progress report: The Work in Progress report now reads like the classic version, and filter lists appear in BUZ order.
  • Job status views: Reports now include views of in-progress orders’ job status, and statuses are shown as pills in their BUZ colour.
  • Dispatch Schedule order: The Dispatch Schedule now lists each day’s jobs in run order and time.
  • Dashboard first: The Dashboard tab is now first in the header.
  • Contact support in My BUZ: You can now contact support from the user menu in My BUZ.
  • Leads list: The leads list toolbar and status tabs now fit the screen, and the leads grid keeps its headings and date switcher in view as you scroll.
  • My Profile: My Profile no longer shows an error when your browser had an older copy of the page.
  • Option Type: A blank Option Type now stays blank instead of turning into “L”.
  • Adding a user group: Add Group in Settings now starts with no role selected and asks you to choose one.
  • Leads users: Users with Leads access can now see the installer list and appointments.
  • Customers in classic BUZ: New customers, and some existing customers that couldn’t be opened in classic BUZ, now open there correctly.
  • Customer Statements: Reports now has a Customer Statements entry next to Aged Receivables.
  • Sales Analysis by rep: Sales Analysis now gives each rep their own sheet, and exports show one row per order.
  • Dispatch Schedule total: The Dispatch Schedule now shows its grand total in the title bar.
  • Classic BUZ retiring: The switch-back box now lets you know that classic BUZ is being retired.
  • Longer item codes: Inventory imports now accept item codes up to 30 characters.
  • Work in Progress Excel export: Exporting expanded Work in Progress orders to Excel now works correctly.
  • Dispatch Schedule names: The customer name on the Dispatch Schedule is no longer blank when the customer has no title.
  • Interrupted sign-in: If signing in is interrupted, BUZ now tries again automatically.
  • Installer leave: Users with Leads access can now see installer leave.
  • Billing contact details: You can now edit the billing contact’s details on the customer, just like in classic BUZ.
  • Leave on the schedule: The schedule now shows rep and installer leave.
  • Activity colours: The activity list now shows each status in its configured colour.
  • Import feedback: Imports now tell you which columns they ignored.
  • Faster customer search: The customer list now starts searching once you’ve typed three characters.
  • Preferred Time: Jobs you move keep their new time when a Preferred Time is set, and BUZ reminds you about it.
  • Booked job times: Booked jobs now keep their time on My Day and the Calendar.
  • Customer codes: A customer code that’s already in use is now refused with a clear reason.
  • Discount groups: The discount group list is now available to every user who works with leads and customers.
  • Survey questions: Survey questions now mark themselves as answered, and the list follows the form’s order.
  • Split buttons: Both halves of split buttons are now the same height.
  • Dispatch status: Changing a job’s dispatch status no longer requires a production job.
  • Contact support: You can now contact support from inside the new BUZ screens.
  • Billing contact picker: The billing contact picker now searches all of your contacts, not just the first 50.
  • Customer groups on save: Saving a customer without choosing a group no longer moves an existing customer to a different group.
  • Customer balance: The customer card now shows the balance instead of a dash.
  • Order folders and Notes: Customers now have order folders and a Notes area.
  • Billing contact: You can now choose a customer’s billing contact once, when editing the company.
  • Setup checklist: The setup checklist now notifies people when a task is assigned to them, adds a Mark done option and ticks off more items automatically. It also loads faster and shows our staff as “BUZ Support”.
  • Report groups: Headings in the report list now open and close their group.
  • Settings imports: Imports in Settings are now disabled for users who don’t have permission to import.
  • Menus: Header dropdowns and the phone menu now close when you move to another page.
  • Editing contacts: Editing a contact no longer clears details that weren’t shown on the card.
  • Leads calendar: The leads calendar now displays reliably and shows when it’s loading, leads are checked properly before saving, the toolbar wraps neatly and the Accounts list fits the screen.
  • Report scrolling: Each report now has a single scrollbar instead of a scrolling box inside the page.
  • Dispatch addresses: A missing street type or state no longer leaves dispatch addresses blank.
  • Settings Import / Export: Import / Export in Settings now covers everything the classic screens did, including Inventory Groups and Units, Materials, Material Types and Colours, installer exceptions, skills and areas, Areas and Suburbs, Sales Rep Areas, Private Appointments, Customer and Supplier Groups, and Job Tracking exceptions and cut-off times. Every sheet can also deactivate a row.
  • Safer imports: Imports now warn you before they deactivate or remove anything, and you tick “I understand” before committing. A blank cell keeps the existing value, the preview always matches what gets saved, and re-importing an unchanged export changes nothing.
  • Installers sheet: The Installers import / export sheet now includes contact details and working days.
  • Product Options export: You can now choose an “as at” date when exporting Product Options, even when no option group is picked.
  • Aged Receivables: Reports now includes the Aged Receivables link that the classic Reports had.
  • Report filters: Report filters now have a Select all toggle, and View / Print now runs reports right inside BUZ.
  • Sales Analysis export: The Sales Analysis Excel export now handles up to 200,000 lines.
  • Switching back to classic: If you switch back to classic BUZ, we now ask why first so we can improve, and you’re copied on your feedback so our support team can reply to you.
  • Excel export: Export Excel in Reports now downloads a formatted Excel workbook instead of a CSV file.
  • Classic feedback: When you switch back to classic BUZ, we now also ask what works better there.
  • Signed out on an open page: If your sign-in ends while a page is open, BUZ now signs you in again and takes you back to the same page, instead of showing a blank screen.
  • Leave & Availability: Installer hours entered in Leave & Availability are now saved correctly.
  • Today’s date: Default dates, version labels and file names in Settings now use your own local date, so early-morning exports no longer show yesterday’s date.
  • Large inventory exports: Exporting inventory items for many groups is now more reliable, and BUZ shows a message if an export or template download fails instead of doing nothing.
  • Help panel: Opening or closing Help in Settings no longer slides the page sideways, and wide Settings tables such as Inventory Groups and Pricing Coefficients now fit smaller screens.
  • Import pages: Import pages no longer offer an outdated blank workbook. Tick the sheets you need and export instead.
  • Sales Analysis on laptops: Sales Analysis now fits a laptop screen, and printing includes every row.
  • Business logo: You can now upload your business logo once (PNG, JPG or WebP, up to 2 MB) on Organisation Details or your BUZ Network listing, and BUZ uses it everywhere, including on your sign-in page. It replaces the old Logo URL fields, and BUZ warns you if a logo is very light.
  • Choosing what to export: Price Grids, Cost Grids, Pricing Coefficients, Inventory Import and Stock Take now let you pick what to export from a tick-box list with a search box and Select all matching. You can export all your Price or Cost Grids in one go, and more than 50 grids download as one zip of workbooks.
  • Settings toolbars: Settings lists now share one tidy toolbar with Add, filters, Search, Show inactive and Import / export. General Ledger and Discount Matrix have a single Import / export button, Invite user now sits in the Users list, and buttons line up with the boxes beside them.
  • Settings on phones: On a phone, the Settings menu now starts closed and slides over the page instead of squeezing it, and side panels and wide tables fit the screen.
  • Settings menu: Inventory Items shows Import / Export straight away, Statuses no longer use tabs, Find a Supplier sits after BUZ Network, and Workflow Import / Export now lives under Job Tracking.
  • Dispatch report: The Dispatch report now shows order lines, totals and the Delivery Run.
  • Report list: The list of reports now scrolls on its own and works on phones.
  • Dashboard lead tiles: The New Leads and Appointments Today tiles now show their numbers for everyone with access to Leads, instead of dashes.
  • Product Options: Import / export now shows even when no option group is picked.
  • Settings menu highlight: Choosing Find a Supplier no longer highlights BUZ Network as well.
  • Settings downloads: Exports, downloads and templates in Settings now work even after the page has been open for over an hour, and moving between Import / Export areas shows the right sheets for each area.
  • Working in inches: A business can now choose to work in inches instead of millimetres. Sizes in Units of Measure, Cost Grids, Price Grids and Inventory Items are shown and entered in inches, including in the Excel workbooks you export and import. If you change the unit or fraction later, BUZ shows how many sizes would shift before anything is saved. Businesses on millimetres see no change.
  • Product Options: The Values table has a new Previous Value column, so you can choose which earlier answer each option value applies to. Add value now also appears at the bottom of the list, the Next Option column is hidden unless that option already uses it (a switch brings it back), and long option lists are quicker to work with.
  • Report dates: Reports now offer quick date picks, start with sensible default dates and remember the range you last chose.
  • Report filters: Select all keeps every item ticked so you can untick just a few, and when everything is ticked the report includes all records, including those with no status or rep.
  • Work in Progress report: The report now lists accepted orders only, and its totals match the classic report.
  • Jobs and Dispatch reports: Date ranges and layouts now match the classic reports.
  • Sales conversions reports: Total rows and Undersell columns now match the classic reports.
  • Sales Analysis, Top 10 Materials and Products by Report Category: These reports now lay out their results the same way as the classic reports.
  • Jobs, Dispatch and Work in Progress reports: These reports open again, and their filter lists load. If a list can’t be loaded, the report says so and runs on all items instead of failing.
  • Reports: Reports no longer refuse to run, or stop short of the full results, on longer date ranges.
  • Report results: The Jobs and Dispatch reports, the Products reports, Top 10 Materials and Sales Conversions by Product now give the same results as the classic reports, and report groups no longer split names that differ only in capital letters.
  • Sales Conversions by Rep: The report now includes the last day of the date range you pick.
  • Leads Analysis by Branch and Sales Orders By Date: Leads Analysis by Branch now shows the right lead statuses, and Sales Orders By Date the right order types.
  • Banking Transactions Summary: The report now groups transactions the same way as the classic Bank Reconciliation report.
  • Customer card: The customer card now opens for companies with thousands of contacts.
  • Contact search: Resetting a search in CRM Contacts now also clears the search box.
  • Status settings: Editing a status in Settings no longer fails when the status has more than one setting for the same customer group.
  • Supplier passwords: Saving a supplier without retyping its ordering password now keeps the saved password instead of clearing it.
  • Inventory discount groups: Reordering discount groups, by dragging a row or editing its sequence number, now saves instead of snapping back.
  • Leave Availability: Leave on the last day of the fortnight now shows on the grid.
  • Account import and export: Exporting or importing your accounts now shows its progress, and BUZ warns you before you import a file that was exported from a different organisation.
  • Customer Portal invites: The option now reads Invite to Customer Portal, and you can use it to invite someone again if they already have access.
  • Customer accounts: The billing contact is marked and listed first, each contact tile shows the contact’s address, and you’re told when a company has more than one billing contact.
  • Declining a quote: Declining a quote now moves its lead to Lost. Before, the lead could stay at its earlier status.
  • Automatic lead statuses: When BUZ sets a lead’s status for you, for example when an appointment is cancelled from the CRM or from a synced Google or Outlook calendar, when a lead is marked Won from an order, or when a new lead arrives without a status, it now uses an active status rather than one you’ve retired.
  • BUZ 2 BUZ credentials: Adding a credential now lists the supplier’s organisation when the supplier login’s email address contains a “+”.
  • Lead history: When you change a lead’s status from the CRM status menu, or rebook an appointment, the lead’s history now names the status you picked. Before, it could name a different status that shares the same code.
  • Importing accounts: Importing a file you exported from BUZ now updates the matching companies and contacts instead of creating new copies, and contacts added by the import save correctly. A file with no billing sheet is now refused instead of creating one company per contact.
  • Exporting accounts: An export no longer fails when a customer’s About this customer note is longer than a spreadsheet cell can hold.
  • Customer accounts: A customer whose customer group has since been deactivated can be saved without losing its group, the sales panel no longer says No sales when the figures could not be loaded, and search results no longer show up out of order when you type quickly.
  • Statement email templates: When you edit a Statement email template, the Insert merge field list and Preview now offer only the fields a statement can fill in (contact, balance, dates, notes and branch), so customers no longer receive placeholders that were never filled in.
  • Sales Orders By Date report: The report no longer stops at 20,000 lines without warning. It now shows every line for runs of up to 100,000 lines; bigger runs show one row per order with its totals, and you can choose that view yourself. Total Receipts now shows the receipts for each order.
  • Required product questions: Saving an order, including order uploads and BUZ-to-BUZ orders, is now refused when a required question is blank or missing, including follow-up questions that depend on an earlier answer. One message lists every missing question and the line it is on.
  • Message Board editor: The dashboard Message Board editor now has Source code, Insert image and Table buttons, so if you keep your message as HTML you can view and edit it again.
  • Customer notes: The notes you keep on a customer in the classic CRM now show on the customer’s account page in the new CRM, with their formatting intact, and you can edit them from the customer’s edit window.
  • Exporting accounts: Exporting your accounts list is faster, warns you if the list was too long to export in full, and shows a message if the export fails instead of stopping without explanation.
  • Moving jobs on the Dispatch calendar: Dispatchers can once again drag jobs on the Workflows Dispatch calendar to another time or installer, and resize them. A move that is not allowed — for example while a proposed route is still waiting to be saved — snaps back with a message, and jobs are no longer deleted from the calendar; they are removed from the Dispatch board instead.
  • Uploading document templates: Uploading a new file to an Invoice or Statement template in My Organisation → Document Templates now changes the template that prints, and Last Modified now updates when you save. If you uploaded an Invoice or Statement template on this screen before 9 October 2026, please upload it once more.
  • Job sheet on My Day: Each job on My Day now has a Job sheet button that opens the order’s job sheet — full screen on a phone — with options to download it as a PDF or Excel file.
  • “On my way” text: Installers can send the next customer a one-tap “On my way” text from My Day, choosing 15, 30 or 60 minutes away. To switch it on, add an SMS email template named “On my way”. Each text sent is noted on the customer’s timeline.
  • Adding a new customer from Contacts: Creating a new customer from the CRM Contacts list works again. The new customer window now has a Contact section, so you can enter the customer’s main contact, who becomes their billing contact. If a customer cannot be created, BUZ now tells you why. Importing new customers from a spreadsheet works again too.
  • Notification bell: The notification bell on the newer BUZ screens — Dashboard, Banking, Sales, Reports, Workflows and Marketing — now shows how many notifications you have and lists them when you open it, instead of showing no count and an empty panel.
  • Sending orders to your supplier: Sending an order to a supplier over BUZ-to-BUZ works again. Since Friday 2 October it had been failing with a “not found” error.
  • Private and synced installer bookings: On the CRM calendar, installer bookings that are private or synced from Google or Outlook now show their own text with a padlock, instead of a grey card with no useful title. The same goes for the list of bookings still to sequence.
  • Message Board editor: The dashboard Message Board editor is back to its full height, so there is room to write your message.
  • My Day for installers on a phone: Installers now get a My Day built for their phone, with a strip showing the week, the next job up, any warnings and the items to install, plus quick actions for the day. You can also add My Day to your phone’s home screen and open it like an app.
  • Open, complete and pay from My Day: Each job on My Day now has buttons to open the order, mark the job complete or take a payment with Pay In.
  • Open order from the calendar: The appointment pop-ups on the Workflows calendar now have a clear Open order button.
  • Appointments reach your calendar wherever they are booked: Appointments booked for a sales rep or an installer now appear in their connected Outlook or Google calendar, wherever in BUZ the booking was made.
  • Workflows for installers: Installer logins now see just the Calendar in Workflows, with My Day in the calendar toolbar and appointments shown as solid blocks that are easier to read.
  • Back to the organisation you last used: If you belong to more than one organisation, signing back in now takes you to the organisation you last used instead of an older one.
  • Quick lookup: Looking up an order number from the newer BUZ screens now opens the order, or tells you if it cannot be found.
  • Calendar button: The Calendar link now opens the right calendar for each person, so installers go straight to their own calendar.
  • Installer calendars in My BUZ: Installer calendars no longer show as “not receiving” in My BUZ.
  • Saving a company: If a company cannot be saved, BUZ now tells you instead of leaving you thinking it saved.
  • One sign-in at a time: You can now be signed in to BUZ on only one computer or browser at a time. Signing in somewhere new signs you out everywhere else, with a notice explaining why. Changing your password signs you out on your other computers but keeps you signed in where you made the change.
  • Switch organisation from any screen: If you belong to more than one organisation, you can now switch between them from the organisation name in the top bar of any BUZ screen, and every screen follows your choice.
  • Your own branding on the standard campaign template: The BUZ standard marketing template now shows your own logo, linked to your website, and your own footer with your business details and unsubscribe link. The button is left out when you leave it blank, and recipients are told they are hearing from you as your customer.
  • Dashboard loading screen: The Dashboard’s loading screen now shows the proper BUZ logo.
  • Switching back to classic CRM: If you have switched back to the classic CRM, BUZ now takes you to the page you asked for.
  • Email and phone required on leads: Sales settings has two new switches, Require an email address and Require a phone number, and both start switched on for every organisation. New and edited CRM leads now need an email address and a phone or mobile number, and your website enquiry form asks for a phone or mobile number. Leads that arrive through integrations such as Zapier are not affected. Turn both switches off to go back to needing just one of phone, mobile or email.
  • One billing contact per customer: A customer now has a single billing contact. Ticking Billing contact on another contact offers to move it across, so quotes, orders and deposits always use the same person.
  • Addresses when choosing a contact: The choose-a-contact list now shows each contact’s address, so it is easier to pick the right one.
  • Save option lists as a new version: While you edit an existing version of an option list, a new Save as new version button saves your changes under a new effective date and leaves the version you opened unchanged.
  • Last login time: The Last login column on My Organisation → Users, and the member list on Groups, now show the date and time in your own time zone.
  • Deactivated lead statuses: Lead statuses you have deactivated no longer appear as filter tabs or in the change-status menu on the CRM Grid. On the Board they only show while leads are still on them, and leads can no longer be dropped onto them.
  • State on website enquiry forms: The State field on your website enquiry form now shows as required whenever the form needs it, including when the address is optional, so visitors are not caught out when they press Send.
  • Duplicate reference numbers: Two people saving at the same moment could be given the same order, lead, invoice or receipt number. Each document now always gets its own number, and the first receipt taken in an organisation is numbered instead of showing an error.
  • Download inventory group files: Files attached to an inventory group can now be downloaded straight from the Inventory Groups settings screen.
  • Signing in with a recovery code: Entering one of your multi-factor authentication recovery codes now signs you in as it should.
  • Appointments without a time: An appointment booked for a day with no set time now opens with empty start and end times instead of showing midnight, and saves without an error.
  • Options screens: The options preview opens and closes properly, importing options from a spreadsheet no longer mistakes existing options for new ones, and drag handles stay in place when you reorder a list more than once.
  • Marketing preferences: Your organisation’s Portal Marketing settings have a new “Allow BUZ to mention us by name” switch, which is off by default, and BUZ marketing emails now respect your Portal Marketing opt-out.
  • Upload files to appointment questions: Questions that ask for a file now let you upload one or more files when you book an appointment or edit a lead, and the files are saved with the lead’s attachments.
  • Safer attachments: Files attached to a lead or a customer must now be a JPG, PNG, WebP or PDF, and other file types are turned away.
  • Setting up multi-factor authentication: When your organisation requires multi-factor authentication, the setup screen now offers every method — authenticator app, passkey or mobile number — and shows a Continue button once it is switched on.
  • Reports in the BUZ assistant: Asking the assistant for a leads analysis or sales by rep now returns the report instead of an error.
  • Emails bouncing at some mail providers: Order and marketing emails built from long templates could be turned away by stricter mail providers such as Hotmail. BUZ now formats every email to the email standard before sending it, and how it looks to your customer is unchanged.
  • Customer file attachments: Attaching files to a customer record works again, each customer now keeps their own files, and if the list cannot load BUZ tells you instead of showing it as empty.
  • Dashboard sales figures: The Monthly Sales graph, quotes chart and pending-quotes count no longer get stuck showing old figures, and the Refresh button now updates all three.
  • Message board saves: When you save the dashboard message board, BUZ now confirms your changes were saved, or tells you if they were not.
  • Settings menu remembers your layout: Groups you fold away in the settings menu stay folded the next time you come back.
  • Emails that could not be built: If a document or merge field cannot be fetched in time, the email now stops and tells you why, instead of going out with missing attachments or raw [CustomerName] placeholder text. A spinner shows while it works.
  • Product Options: The Product Options screen now finishes loading, shows a progress bar while it does, and offers a Try again button if it cannot.
  • Purchase order attachments: Attaching a file to a purchase order works again — files upload through BUZ and keep the order they belong to.
  • Xero allocations: Credit notes and prepayments are only allocated when the contact matches the invoice, so they can no longer land against the wrong contact.
  • Card details: Your card number is now scrambled inside your browser before it is sent, so the raw number never reaches BUZ servers, and the field formats itself as you type.
  • Removed order options: Removing an option from an order and re-sending it now clears it on the supplier’s copy.
  • Sign-in: Tightened how sign-in verifies your password.
  • Set-password emails: The link in a set-password email can now only be used once, and it expires.
  • Out-of-date invitations: An invitation link that has been superseded now explains itself — taking you to sign-in if you already have a BUZ password, or telling you the invitation is out of date — instead of showing “Something went wrong”.
  • Install address optional: Your organisation can now choose whether a lead needs a full install address, so a lead that names only a state can still be saved.
  • More merge fields in emails: Seven more merge fields — including check-measure date, time and notes, installation time needed and dispatch notes — can now be inserted in the email composer.
  • Invitation emails: Accepting an emailed invitation no longer shows an error page, and Resend Invite now works for people who have not logged in yet.
  • Order emails: Documents already ticked when the email screen opens are attached, a large document no longer breaks the send, and the 10 MB attachment limit counts documents by their real size.
  • CRM board: Board columns keep a minimum width and the board scrolls sideways, with the sales rep’s name pinned to the left.
  • Maps links: “Take me there” links in the CRM now send Google Maps the customer’s address rather than map coordinates.
  • Calendar sync to a shared mailbox: A rep calendar can now be synced into a shared mailbox, so the team can see their bookings without opening their diary.
  • Clearer calendar names: Synced calendars are named BUZ - Company - Rep, so they are easy to tell apart.
  • Jump to a rep day: Selecting a day header on the calendar takes you straight to that rep day view.
  • Phone search ignores formatting: Searching a phone number in a grid now matches on the digits, so brackets, spaces and dashes no longer matter.
  • BUZ Network supplier directory: A new directory for finding and connecting with suppliers on the BUZ Network.
  • Sales Order Options report feed: A new OData feed with one row per line option, for reporting on the options chosen on an order.
  • BUZ assistant picks your company by name: If you can reach more than one company, the assistant now lists them by name and asks which one, instead of asking for an id.
  • Downloads: Report and settings downloads could fail because the file link was released before your browser had finished reading it.
  • Update message: During an update BUZ said you had been signed out. It now says the connection ended and asks you to reload.
  • Calendars that send nothing: A calendar set up to send nothing now says so, instead of looking like it is working.
  • Emails and leads: An incoming email keeps its link to the lead when the sender address also matches a customer.
  • Midnight appointments: A midnight time is treated as no time set, rather than as a booking at midnight.
  • Edit panels: CRM edit panels now sit flush against the side of the screen like drawers, instead of floating.
  • Large report feeds: OData results now page at your organisation row cap instead of being cut off.
  • Calendar view: The calendar gains a full-day grid, month cards and a new toolbar.
  • Company on appointments: Appointments now show the company after the contact name.
  • Tidier comparison booking: Individual comparison reps are hidden while you are booking.
  • Appointment drafts: Only a draft the booker actually started is kept, so half-opened appointments no longer linger.
  • New appointment defaults: Defaults on a new appointment are no longer lost while the lookup lists are still loading.
  • Survey questions: A booking only asks for the survey answers it actually needs.
  • SMS messages: An SMS now sends its message text instead of arriving empty.
  • Today in the CRM: Today is worked out from your own clock rather than the server UTC clock.
  • Report dates: Lead Results creation dates are true instants again, and the remaining report feeds now apply timezone offsets correctly.
  • Order dates: New orders took their date from the server’s clock, so an order raised late in the day could come out dated yesterday. Orders are now dated in your own timezone.
  • Grid pricing: Pricing scripts were not being told which price and cost grid they belonged to, so grid-based prices could come out wrong. They now resolve correctly.
  • Report date windows: Date filters on the OData report feeds now send real timezone offsets, so a date range picks up the right records.
  • Pricing in the BUZ assistant: You can now look up price grids, cost grids and item prices through the BUZ assistant.
  • Price edits from the assistant: Prices can be updated through the assistant as well, behind a two-step confirmation so nothing changes by accident.
  • Order pricing fallback: Orders that relied on the default price grid stopped falling back to it, which could leave a line unpriced. The fallback is working again.
  • Finding items in the assistant: Searching for an inventory item by its code returned nothing, and price filters were rejected. Both now work.
  • Order figures in the assistant: Long reports were cut short without saying so, replies were larger than they needed to be, and some orders came back with a zero total. All three are fixed.
  • Job stages: Moving a job to its next stage could report success while nothing had actually been saved. It now saves properly, or tells you it could not.
  • Duplicate appointments: Double-clicking Save on a CRM appointment created it twice. One click now makes one appointment.
  • Inventory groups on the lead form: Sales reps opening a CRM lead form saw an empty Inventory Group list, with nothing on screen explaining why. The list now loads for reps without needing extra settings access.
  • Marketing questions when booking: A question marked as required now has to be answered, and leaving one blank no longer leaves a placeholder showing in the email that goes out.
  • Marketing question answers: An answer now has to be one of the answers the question offers, so a value that is not on the list is no longer accepted.
  • Your sending email address: On Organisation → Mail From Settings, Send Verification Email and Get Domain Validation Token now save the address or domain you typed first — so it is still there when you come back to the page.
  • Customer portal: People opening your customer portal now get a short explanation of what BUZ is, and you can switch it off for your organisation.
  • Synced appointments: A synced appointment is laid out so the important details can be read at a glance.
  • Job Tracking by Branch: Opening a group no longer produces an error.
  • Booking an appointment: Required option answers are now enforced, and an appointment whose finish time falls before its start is no longer saved.
  • Addresses on appointments: A partly-entered address is now shown rather than dropped, and a back-to-front appointment time is refused.
  • Connecting a calendar: You are now shown an account chooser when connecting a calendar, so you can pick the right mailbox.
  • Calendar connections: BUZ now adopts your existing BUZ calendar instead of failing while trying to recreate it, and a connection left pointing at the wrong mailbox can be repaired.
  • Synced appointments: A synced appointment now shows its address, and its notes display properly.
  • Settings screens: Discount Matrix and Default Templates open again.
  • Appointment link in lead emails: A new [AppointmentLink] merge field can be dropped into lead emails so the recipient gets a direct link to their appointment.
  • Card expiry emails: The button in the card-expiry email now opens the current MyOrg screen instead of the retired app.
  • Better-looking emails: The emails BUZ sends you and your customers — sign-up, invitations, passwords and billing — have been restyled, and they now ship with the product so they stay in step with each release.
  • Sign-up pricing wording: The text above the card fields no longer states a charge that a promotion may waive — it explains the card is being validated.
  • New account emails: The “set your password and sign in” email for a brand-new account now sends reliably, including when the email address contains unusual characters.
  • Invitations for people who already have a BUZ login: Accepting an invitation now takes you to a page built for existing logins, instead of asking you to create a second account.
  • Document templates: Templates now save with their customer groups, and new templates can be created.
  • Portal invitations: Invitation emails include your business name again instead of leaving it blank.
  • Reconnecting in dark mode: If your connection drops, the “rejoining” message now matches the BUZ theme instead of showing a plain white card.
  • Sign-up confirmation: The confirmation pop-up now states the pro-rata amount you will be charged.
  • Signing out: Signing out now signs you out of both the classic and the new BUZ, so you can no longer be left logged in as two different users.
  • Expired sessions: An expired session now takes you to the sign-in page instead of a blank screen.
  • Bulk settings imports: Imports accept either write permission, so they no longer fail for people who should be allowed to run them.
  • Settings saves: Two settings screens no longer lose data when you save.
  • Job Tracking and Dispatch are now separate workspaces: Each workspace shows only its own statuses and filters, so you see just the work that belongs to it.
  • Customer warnings on appointments: A customer’s warning message and colour now show on the appointment screens, and you can set the colour when you edit the customer.
  • Booking guardrails: Booking an appointment now checks the rep’s daily limit, confirms before saving, and picks up the billing contact.
  • Sensible defaults: New leads and customers fall back to your usual customer group and discount group, and a blank branch is filled in for you.
  • Email composer: The new email composer’s fixes and tidier form layout are now live.
  • Appointment clashes: Clash warnings are accurate — cancelled appointments no longer count — and a finish time before the start time is blocked.
  • Leads: A lead keeps its own branch, and the customer group is read-only when the lead is linked to a customer.
  • Saving customers, contacts and suppliers: Editing one field no longer blanks the fields you left alone.
  • Calendar: Appointment tiles fill the whole booked time, the quick-info pop-up is readable in dark mode, and rep suggestions no longer overwrite your saved calendar filter.
  • Order reps: The rep list is limited to the reps you are allowed to assign, and rep names are shown rather than codes.
  • Billing address: For an existing customer, the appointment screen shows the billing address read-only instead of offering fields it cannot save.
  • Account screen: Timeline dates, the New lead button on the calendar and contact numbers all behave correctly now.
  • Connecting a calendar: If connecting Google or Microsoft fails, BUZ explains why instead of showing the provider’s raw error code.
  • Untimed appointments: Lead appointments saved without a time now appear everywhere in CRM, not just in one place.
  • Job sheets and Pay In: People with Workflow access can print job sheets and take payments without needing separate Sales access.
  • Installers see their own work: Dispatch feeds and the job-tracking board now show an installer only their own jobs.
  • Lead export and import: Exporting leads and importing them back no longer loses data.
  • Lead notes: New leads no longer copy the customer’s notes into the lead.
  • Quote follow-up reminders: The follow-up reminder engine is switched on for everyone, and reminders are no longer sent twice when more than one server is running.
  • Discount matrix: A new Customer × Inventory discount matrix screen, with import and export.
  • Bulk pricing transfers: Pricing Coefficients, Price Grids and Cost Grids can be moved in and out in bulk with Excel.
  • Roomier grid editing: The grid matrix editor opens in a drawer instead of inline.
  • Settings data loss: Three settings screens no longer discard your changes when you save, and Default Templates loads its data.
  • Surcharges: The payment-method surcharge code shows in the list, not only when you open the record.
  • Descriptions and notes: Subject, Description and Notes stay separate on the lead pop-up, the print schedule, lead creation and lead export.
  • Email delivery: Bounced emails are recorded properly, and delivery is no longer reported as successful when it was not.
  • Appointment reminders: Appointment reminders are no longer sent twice.
  • Connecting a Google calendar: Saving Google calendar credentials no longer fails.
  • Settings and installer screens: A batch of parity fixes for the settings and installer screens went live together.
  • Follow-ups: A new quote follow-up reminder engine, a “Follow-ups due” band on My Day, and an opt-in My Follow-ups dashboard widget covering the next 14 days.
  • Quick activity logging: Log a call, note or email inline from the customer screen without opening a dialog.
  • Customer export: Choose billing contacts, all contacts or both, and include inactive customers.
  • Status emails: Rep, branch and installation details fill in correctly, and templates no longer send raw placeholder text.
  • Lead status: A new lead saves the status shown on the form.
  • Contacts: Contacts not marked as an install or billing contact appear in the customer’s contact list again.
  • Account codes: Customer and supplier codes are saved in upper case, however they were typed.
  • Accounting links: Editing a General Ledger account no longer clears its accounting links, and duplicate codes are rejected.
  • Surcharges: The payment-method surcharge now saves.
  • Templates: Field gaps on the Document and Email template screens are filled.
  • Dark mode polish: Settings pages now pick up the correct dark-mode colours, and text stays readable on the status and banner colours you choose yourself.
  • AI Assistant on your Dashboard — get help without leaving BUZ.
  • Dashboard v2 — restyled dashboard widgets for a cleaner look.
  • CRM Accounts — Contacts and Suppliers are now one combined Accounts list, with a customer 360° view: an order-detail drawer and an activity timeline scoped to leads, orders and milestones.
  • Settings — searchable settings navigation, a unified Import/Export hub, native Inventory settings screens, a native stock take (template, count and adjust), and bulk import of customer users.
  • The leads list no longer hid your newest leads.
  • Contacts now sort correctly and show previously hidden contacts.
  • The brand/logo now links to the v6 dashboard in every app.
  • Dark mode across BUZ, including the CRM widgets and MyBUZ pages.
  • The redesigned MyBUZ is now live.
  • Reports: the rebuilt report pages are now live, with a full set of report parameters and wall-clock date windows.
  • Report dates now use your local time, and long reports keep their scroll box so you can reach the end.
  • MyBUZ: the Microsoft 365 credentials button and Help drawer are back after the redesign.
  • Rep-locked users now correctly see only their own leads.
  • Editing a lead appointment no longer clears fields you didn’t change.
  • Tidied up the dashboard card styling.
  • New Dashboard CRM widgets — a greeting, enquiries, follow-ups and appointments.
  • The in-app Help drawer now opens the new BUZ help centre.
  • Bigger, resizable Notes boxes in the CRM.
  • Linking a lead to an existing customer no longer blanks that customer’s record.
  • CRM tidy-ups: board links to Account 360, easier-to-read email activities, and an Opened date.
  • CRM fixes: faster account search with correct paging, Start Quote now works on iPad, new leads are created with the right status, and improvements to the print schedule.
  • Microsoft 365 / Outlook calendar integration, plus one-click Google Calendar connect.
  • New Email Logging settings page — connect a mailbox and set a BCC address to log emails against your records.
  • Restored sign-in for everyone after a login issue, and fixed the Settings page failing to load.
  • Email marketing campaigns — build and send branded email campaigns to your customers, with a rich editor (custom HTML and image uploads, including straight from a URL), audience groups with a live recipient count, and save-time validation.
  • CRM Leads — Australian date & timezone fixes, a clearer status workflow, board improvements, and the ability to delete a lead.
  • Organisation Settings polish — clearer error messages, better loading behaviour, and text-encoding fixes.
  • Marketing campaign pages now show the correct BUZ branding.
  • Leads grid — added Company, Description, Mobile and Email columns, and renamed “Suburb” to “Address”.
  • CRM Calendar — private appointment notes now display correctly.
  • New “Follow-ups Overdue” report.
  • Sortable user & group-member grids — click a column heading to sort the Users and group-members lists.
  • BUZ-to-BUZ orders: pricing is now calculated correctly on receipt at the wholesaler.
  • Restrict installers & sales users to only their own rep record and appointments, for tighter access control.
  • B2B & imported orders: removing and re-sending order lines now saves reliably.
  • Group permissions now save correctly, and user grids are sortable.
  • The sign-in screen no longer shows sign-up / register links.
  • Sign-up billing: the pro-rata first charge is now reliable and can be safely re-run if needed.
  • New-lead notifications: your sales team is now emailed automatically whenever a new lead comes in.
  • Status-change emails: new email templates for Leads, Orders and Purchase Orders, each with a direct link to the record.
  • CRM My Day & calendar polish: private appointments, a filter for cancelled items, and legacy lead descriptions now display correctly.
  • Website leads now come through reliably and are visible — lead emails are no longer dropped, are sent to a sensible default rep, and have their merge fields filled in correctly.
  • New Settings home with a guided organisation setup checklist.
  • In-app Settings help now opens the new BUZ help site.
  • Customer (B2B) users no longer hit session errors caused by the wrong sign-in token.
  • Options-layout Excel export works again.
  • The dashboard Message Board now keeps your blank lines and spacing.
  • Plan your day on a map: multi-stop day routes for leads, shown on the leads map and in My Day.
  • Email Templates editor now has an HTML source view and a font-family picker.
  • Day routes now wait for the map to finish loading, fixing occasional blank routes.
  • B2B options layout improvements, and job tracking now includes not-current lines where relevant.
  • Multi-factor authentication: the “force MFA” setting now sticks, and the reset flow works correctly.
  • Large document-template downloads now stream reliably instead of timing out.
  • Card payments: saving card details now uses eWay’s secure client-side encryption, fixing the V6111 error some customers hit at payment.
  • The classic ⇆ new experience toggle now sits neatly below the banner on Reports and Workflows.
  • Quote rows in the CRM timeline no longer show Job Tracking or Dispatch links that don’t apply to them.
  • CRM Contacts & Leads upgrades: a richer Contacts area (activity history, dual customer/supplier roles, supplier fields, portal invites) plus Leads improvements including a conversions-by-branch report and calendar preferences.
  • Customer merge & de-duplicate, with a 360° activity timeline for each customer.
  • Open a lead’s 360° timeline straight from the calendar edit pane.
  • Faster dashboard sales figures — a behind-the-scenes performance improvement to how monthly sales metrics are calculated.
  • CRM calendar: leads saved without an appointment time now show up as a red “NO TIME” card (in the all-day row) instead of disappearing. This fixes both newly-saved untimed leads and older leads created in the classic calendar.
  • Email templates: saving a template with one or more Customer Groups selected no longer errors, and the filter-by-type control no longer overlaps its label.
  • Passkey sign-in expanded — you can now enrol more than one passkey, each shown with a friendly name (Touch ID, Windows Hello, and so on), and remove them from your security settings.
  • Sign-in security is now referred to as multi-factor authentication (MFA) across the login and security screens (previously “two-factor authentication / 2FA”).
  • Two-factor authentication (2FA) added — you can now secure sign-in with a one-time code sent by SMS or email, or with a passkey (Face ID, fingerprint or device PIN). Includes a “Trust this device” option and back-up recovery codes.
  • New Account & Usage dashboard — see your account details, usage and recent Xero invoices together in one place.
  • Create Lead now guides you with required fields and smart defaults, so leads are captured correctly.
  • Leads: send calendar (.ics) invites by email and attach files directly to a lead.
  • CRM: the “classic ⇄ new” experience toggle now appears on every CRM page and remembers your choice.
  • Faster loading when working across multiple companies (behind-the-scenes performance improvement).
  • Document templates no longer error when saving, and the template form is easier to use (optional type, Word/Excel file filters, clearable type field).
  • Invoices now display in the correct date format and list newest-first.
  • Emailed-document notes are recorded against records again (these notes had stopped logging).
  • Sign-up billing: after the 3-months-free offer, the first paid month is now pro-rated so customers are billed correctly.
  • Sign-up: a clearer, smoother confirmation step (the cancel/“No” option now works properly and the dialog no longer gets stuck).
  • Email templates: the Job Sheet (Excel/PDF) attachment options are back in the template editor.
  • Sign-up form that wasn’t submitting in some cases now works reliably.
  • Users page no longer fails to load for staff who don’t have access to every related list.
  • Staff without admin rights can now see standard lists (sales reps, branches, etc.) where they previously got an error.
  • Dashboard: sales figures now display in the correct format, and the “Sales this month” tile only appears where it’s enabled.
  • New, simpler sign-up experience with a 3-months-free offer (applied via promo code) and added bot protection.
  • Dashboard now shows live “Open Quotes” and “Sales month-to-date” tiles.
  • A branded loading screen now appears across all BUZ apps while they start up.
  • Being idle (for example overnight) could trap you in a login loop — fixed.
  • Opening BUZ in a second browser tab no longer logs you out of the first.
  • After logging in, you’re now returned to the page you were trying to reach.
  • Settings pages: the “Add” button no longer errors, required fields are enforced, and user-invite emails now send correctly.
  • You can no longer accidentally create a user without a group.
  • Fixed inventory-related features that relied on a back-end service setting.
  • CRM lead list: search by company, email, mobile, phone, address or code.
  • Reports: switch between the classic and new Reports experience with a toggle.
  • MYOB integration screen rebuilt natively inside BUZ (faster, no embedded legacy page).
  • BUZ now respects each user’s date, currency and timezone settings consistently.
  • Updated and activated the latest licence pricing.
  • Xero: now posts to the Xero organisation you selected (not the first one on the list); mapping-editor dropdowns and paging fixed.
  • MYOB “Connect” no longer returns an error.
  • Menus and links now support Ctrl/middle-click to open in a new tab, and no longer navigate twice.
  • Mobile navigation: the menu drawer now registers taps correctly and no longer drops navigation.

Sunday, 14 June 2026 — 🚀 BUZ v6 launch

Section titled “Sunday, 14 June 2026 — 🚀 BUZ v6 launch”

BUZ v6 went live — the new BUZ platform is now in production. Here’s what that means for you:

  • New-look Login — a fresh, modern sign-in screen.
  • New-look MyBUZ — a redesigned MyBUZ home.
  • New-look Dashboard — a refreshed dashboard with a cleaner layout.
  • New Settings area — a rebuilt settings experience (still a work in progress — more is being added).
  • Xero integration screen rebuilt natively inside BUZ.
  • Fixed a sign-up error some new customers hit (the form returned an error on submit).
  • Leads: opening a lead now shows its marketing answers and line items.
  • Leads can no longer be saved without an appointment date or a customer name.
  • Embedded legacy screens: the loading spinner now clears after a file download, and these screens authenticate correctly.