What’s New at Zomentum

You can now confidently merge duplicate Clients, Opportunities, and Contacts, consolidating them into a single, reliable source of truth.

Key Highlights:

• Consolidates data like documents, contacts, opportunities, and sales activities into a unified record
• Guides users through resolving field-level and ownership conflicts during the merge
• Maintains sync integrity with PSA tools like ConnectWise, Autotask, and HaloPSA
• All merges are fully logged in History for transparency and traceability

This update ensures your team works with clean, accurate, and actionable data—so you can focus on what truly matters.

• Leader Systems: Access real-time stock and pricing, and streamline quoting directly through your reseller account—no manual setup needed.
• Bluechip: Instantly fetch live product availability and manage distributor data seamlessly within Zomentum.

• You can now link your Amazon Business (Canada) account in Zomentum.
• Pull in product listings and pricing specific to the Canadian marketplace.

What’s New?

• Advanced Logic with Nested Filters – Configure AND conditions within groups and OR conditions between groups to create precise and flexible approval triggers. This ensures multiple conditions are evaluated correctly, reducing false approvals and unnecessary bottlenecks.
• More Granular & Customizable Rules – Define multiple approval criteria directly on quote line items with nested filters. Now, you can set multiple criteria on quote line filters to enable more complex approval conditions. Configure rules based on a combination of product type, margin, discounts, and other properties in a nested format, ensuring that approvals are triggered only when the right conditions are met. Additionally, we have fixed previous logic issues to ensure filters are applied accurately and consistently across all approval workflows.
• Improved UI for Better Usability – A streamlined interface with enhanced visualization makes configuring and managing complex approval rules easier. A clear summary of rules provides better visibility, helping users quickly review and adjust conditions for improved efficiency and accuracy.

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Key Enhancements:

• Toggle Between Compact & Standard View – Reduce padding and optimize spacing for a more condensed layout or switch back to the standard view for a more detailed display.
• Hide/Unhide Product Descriptions – Gain control over the visibility of product descriptions at the section level to declutter your quotes.
• Optimized Readability & Layout – Ensures a cleaner, more structured, customizable presentation, making it easier to review large quotes efficiently.
• UOM Abbreviations Support – Users can now set abbreviations for Unit of Measure (UOM) in Compact View, ensuring concise and space-efficient product details without losing clarity.

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