QBench April 6th, 2025 Product Release Notes

This release delivers enhanced flexibility in Customer Portal configuration, powerful CRM field syncing, streamlined Customer management, and more flexible control over Inventory usage.

Are you a QBench customer with ideas for new features? We’d love to hear them. Use the "Submit Feedback" link in your user dropdown menu to submit your ideas and vote on feature requests. The requests with the most votes get considered first in our roadmap planning.

What’s New:

Customer Requests (You asked, we delivered!)

• View More Fields CPv2: Display as many Sample and Order-level fields on the CPv2 Order detail pages as you’d like. See details below.
• Require Tests on Samples in CPv2: New Customer Portal v2 setting enforces that each Sample must include at least one Test. See details below.
• Log General Usage Inventory Entries: Add general lab usage entries in Inventory without needing to tie them to a Test. See details below.
• Configure Specific Data Fields to Sync to CRM Integrations: Configure which fields are used for matching existing entities. See details below.
• CRM Integration Sync-on-Field Comparison Logic: CRM integrations now support syncing entities on specific fields. See details below.
• Filter Customers and Sub-Customers: The Customers list page now includes a new filter and an “Include Sub-Customers” checkbox. See details below.
• Use Parent Customer Billing Settings: Invoices can now pull Billing data from the Parent Customer. See details below.
• Restrict Available Divisions by Parent Customer: Limit Division options based on the Parent Customer. See details below.
• APIv2 Sub-Customer Endpoint: A new API endpoint for retrieving Sub-Customers of a Parent Customer.

Customer Portal v2

• View More Fields: The maximum number of displayed fields in the Customer Portal v2 for Orders and Samples has been removed.  Displayed fields continue to be configured in the Customer Portal setup screen.
• Require Tests on Samples: A new Customer Portal v2 configuration allows Admins to require every Sample in an Order to have at least one Test. This reduces submission errors and ensures more complete Orders.

Inventory

• Log General Usage Inventory Entries: Inventory Usage entries can now be created without linking to a Test. This supports broader use cases, such as tracking waste or the usage of latex gloves, where a specific numerical value isn't used per test.

CRM Integrations

• Configure Specific Data Fields to Sync to CRM Integrations: Configure which fields are used for matching pre-existing Customer and Contact entities between QBench and your CRM.
• CRM Integration Sync-on-Field Comparison Logic: Admins can now configure what fields should be used when determining if two entities are the same when they haven’t been synced yet. This allows for more flexibility when using the CRM sync for the first time.

Customer Management

• Filter Customers and Sub-Customers: The Customers list page now includes a new filter and an “Include Sub-Customers” checkbox, allowing you to view all related Sub-Customers when filtering by a Parent Customer.
• Use Parent Customer Billing Settings: Orders linked to a sub-Customer can now pull billing information directly from their Parent Customer, simplifying invoicing for organizations with centralized billing.

API v2

• APIv2 Sub-Customer Endpoint: A new API endpoint for retrieving Sub-Customers of a Parent Customer.

Permissions & Access Control

• Restrict Divisions by Parent Customer: When assigning Divisions to Sub-Customers, only the Divisions associated with the Parent Customer are available. This ensures Sub-Customers stay grouped logically with their Parent Customer.

A special treat for those who read all the way here: Why do chemists love bad puns? Because they always get a reaction!