Hanna CRM updates: May 16–31, 2026

In the second half of May, we expanded survey analytics, automated Lead stage changes, and improved address and Credit Note management.

Survey result summaries

Survey results now show the response count, average scores for rating questions, and the Net Promoter Score (NPS). The results area also includes response distribution charts, filters, and export options.

Related guide: Survey responses, charts, NPS, and exports

Automatic Lead stage changes

A Lead can move to another stage automatically when a Task created from the template assigned to that stage is completed. This helps teams follow a consistent sales process while reducing manual updates.

Related guide: Stage task templates and deadlines

Address search in delivery fields

Hanna suggests matching addresses in the delivery address field and automatically fills in the city, county, and postal code. This is available in Contact, Opportunity, Proforma Invoice, and Invoice forms.

Related guide: Addresses, relationships, and departments

Credit Note series by organization

You can create multiple Credit Note series, each with its own numbering, and assign them to specific organizations. When a Credit Note is created, Hanna selects the appropriate series for the chosen organization.

Related guide: Credit Notes settings and permissions