October 23, 2026

Inbox

Deleted records show struck through

• Inbox docs
• Orders docs
• Inventory docs
• Contacts docs
• Boards docs
• Account docs

See a record deleted since another record named it struck through, with no link to open. Lucrii shows the name struck through in a list’s columns, on an order’s line items and in the cards on a record’s page.

• An order line keeps its quantity, price and total when its item, variant, unit or tax is deleted.

Inbox count and notification emails

• Inbox docs
• Settings docs

See how many orders and tasks in My Inbox have an unread update beside Inbox in the sidebar. Choose which emails Lucrii sends you with the switches in Notifications, under You in Settings.

Orders

Sending a document says what it needs

• Orders docs

See in the send window that a message is needed before you can send. A bulk send of quotes, invoices or purchase orders skips an order with no customer or vendor. It says why, as in “The quote has no customer.”

Sign-in, sign-out and account security

• Orders docs
• Settings docs
• Account docs

Log out from the menu under your name, or with Log Out on the Log Out page. Removing a member disconnects their apps and ends their API credentials in the organisation and its demo organisations.

Create and Save at the top of each record's form

• Orders docs
• Inventory docs
• Contacts docs
• Boards docs
• Settings docs

Use Create and Save at the top of each record’s create and edit form, where they stay as you scroll. Leaving a form with unsaved changes opens Discard Changes, with Keep Editing and Discard.

Saving beside other people

• Orders docs
• Inventory docs
• Contacts docs
• Boards docs
• Settings docs
• Account docs

Save a record that someone else changed while you were editing, and Lucrii keeps their changes and yours. Where you both changed a field, Resolve Edit Conflicts shows both values and offers Keep Theirs or Keep Mine.

A team manager's card

• Orders docs
• Boards docs
• Settings docs

Hover over a team’s manager on the team’s page to see whether they are online.

Fixes

• Someone whose connection dropped without them closing Lucrii kept showing Online on their card.

Removed members show struck through

• Orders docs
• Contacts docs
• Settings docs
• Account docs

See a member you removed struck through wherever a record names them, with no link to open. Lucrii keeps their name on the records they worked on. Once the person joins again, their name shows as before.

See who else is on a record

• Orders docs
• Inventory docs
• Contacts docs
• Boards docs
• Account docs

See who else has an order, contact, item, location, task or work board open, in its header. A chip beside the buttons shows their avatars and says who is there, as in Sarah is editing · 2 viewing.

• When someone saves, the page shows their change at once.

Confirmed senders and address changes

• Orders docs
• Settings docs
• Account docs

See Unverified Sender on an order’s timeline when Lucrii can’t confirm a reply came from the address it names. To change your email address, enter it in Profile, then open the link Lucrii sends to it and select Verify Email.

• A Google sign-up on gmail.com or Google Workspace confirms your address.

Who made each change in audit history

• Orders docs
• Account docs

See on a record’s audit page whether a person, a connector, a customer or Lucrii made each change. A change through Hermes reads “Sam Lee via Hermes”, and one through an MCP client reads “via MCP”.

Contacts

Finding a primary contact

• Contacts docs

Search Primary Contact on an organisation’s form to find any of your people by name.

Fixes

• Primary Contact could miss people who match your search when organisations matched it too.

Record search, keyboard shortcuts and help

• Contacts docs
• Hermes AI docs
• Account docs

Press Cmd+K, or Ctrl+K on Windows and Linux, to find or create an order, contact, item, task or location. Press ? for Keyboard Shortcuts, such as G then S for Sales Orders.

• The Help button beside Ask Hermes opens Help for This Page, Keyboard Shortcuts and All Help Pages.

Boards

Completing a task from its edit form

• Boards docs

Move a task into a Completed column from its edit form, and it completes as it does when you drag it.

Fixes

• Moving a task into a Completed column from its edit form noted a status change. The task’s notes say you completed it, as they do when you drag it.

Settings

Confirm it's you before sensitive changes

• Settings docs
• Integrations docs

Confirm it’s you in one window before changes such as adding a passkey or installing an app. Lucrii asks once 10 minutes have passed since you logged in or last confirmed.

• Making someone an Administrator or Owner asks you to confirm it’s you first.
• Change Password offers to disconnect MCP clients and command-line sign-ins.

Date and number formats

• Settings docs
• Account docs

Choose a region and a clock under Formats in Settings to set how Lucrii shows dates, times and numbers to you. An administrator sets the organisation’s defaults on General.

• Each region shows a sample, such as 16 Oct 2026, 3:12 pm · 1,234.56.
• Choose Manitoba in the timezone list. The labels for Manitoba, Alberta and British Columbia give the offset each keeps all year from November 2026.
• Setting up an organisation from a browser in Canada or Argentina fills in the country and its currency.

Invitations follow their sender's role

• Settings docs
• Account docs

An invitation stops working once its sender can no longer give the role it offers. The invitee sees that when they open the link and can ask for a new one.

• Resend an invitation that stopped working, and its new link works. Created By on Invitations and Invited By in Audit History name you as its sender.

Open pages follow a sign-out or a removal

• Settings docs
• Account docs

See a page you have open reload when you lose access to what it shows. Signing out sends your other open pages in that browser to the login page.

Organisation and app audit history

• Settings docs
• Integrations docs
• Account docs

Open Audit History at the end of Organisation in Settings to see who changed your organisation, and when. Choose View Audit History in an installed app’s More Actions menu to see changes to that app.

Subscription and app version history

• Settings docs
• Integrations docs

See your subscription and Hermes spend limit in your organisation’s Audit History, beside the plan. An app’s history shows each version published to it and the permissions an update approves.