# 2023-08-29 ### Customer Workflows You are now able to link a customer to a specific workflow. Here's how it works: When creating a new project and selecting a customer with a linked workflow, OrderEazi will prompt you to switch to the customer-specific workflow. This streamlines your project setup process, ensuring you're on the right track from the start. ### Customer Projects Report We've added a new reporting feature that provides a comprehensive view of all projects associated with a specific customer: * The report can be effortlessly downloaded as an Excel file. * Projects are conveniently organized across tabs, mirroring your workflow structure for easy navigation. * Access this report under the action menu in the customer listing screen (available to users with customer export permissions). ### Minor updates and fixes * Corrected an issue where project history was not displaying in certain cases, ensuring you have complete visibility into your project's evolution. * Addressed a problem with the HubSpot integration app, which was previously halting the flow of new deals due to data discrepancies. This issue has been resolved, ensuring seamless integration with HubSpot. * Updated the Amrod supplier feed app to accommodate changes in data from the API, ensuring you have access to the latest information from your supplier. * Fixed inconsistencies in the SageOne integration related to the retrieval of customer payments and allocations, ensuring accurate financial data synchronization. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://support.ordereazi.com/ordereazi/release-notes/release-notes-2023/august/2023-08-29.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.