Fields, sections and tabs
Add, remove and reorder fields. Mix standard and custom data in the same layout. Organise the record around the job your users are actually doing.
V3 PREVIEW
Take a first look at the new interface and some of the improvements already coming together in Tall Emu V3.
Tall Emu V3
V3 brings a faster, more flexible Tall Emu, with major new capability across the CRM, customer forms, reporting, products, stock, warehouse, manufacturing, freight, workflow and mobile.
What’s changing
Some of V3 will be obvious the first time you log in. Other changes go deeper into the way Tall Emu handles the work after a sale. Together, they make the system much more capable without changing the core records your team already understands.
Everyday CRM
V3 substantially improves the basic experience of working in Tall Emu. Lists become more useful, records are easier to move between, and the same patterns are used more consistently across the application.
Screen, Form & Card Designer
V3 gives administrators much more control over the screens people use every day. Put important information where users need it, move less useful detail out of the way, and make the same record work differently on desktop and mobile.
Add, remove and reorder fields. Mix standard and custom data in the same layout. Organise the record around the job your users are actually doing.
Change labels, required behaviour, read-only behaviour and visibility rules, including conditional fields and mobile-specific visibility.
Control what appears on the Card users see in lists and mobile views instead of forcing the full form to do every job.
Webforms, surveys & bookings
If a customer, prospect, supplier or other external person needs to give you structured information, V3 can increasingly collect it through a link and bring the response directly back into the CRM process.
Use customer-facing forms for onboarding, product requirements, site details, delivery information, approvals, registrations, service information and other structured processes. The person completing the form doesn’t need a Tall Emu login.
Collect survey, feedback and NPS responses without leaving the result in a separate survey platform. Use the information later in follow-up, reporting, segmentation and workflow.
Offer pickup locations and available times while controlling opening hours, duration, notice periods and how many collections can be handled at the same time.
Offer the meeting times you want to make available. The customer selects one and the booking becomes part of the CRM activity rather than a separate scheduling trail.
A webform response can become information Tall Emu can work with: attach it to the right record, update the process, create follow-up and use the submission as part of automation.
No CRM login required.
Structured information, not an email blob.
Keep the answer with the relevant record.
Use fields, score or booking detail.
Create follow-up or continue the process.
Your team works from the same information.
Reporting & dashboards
V3 moves reporting further into the application and gives users more control over their own reports and dashboards. The aim is to make reporting part of how people work, rather than a separate activity that ends at a chart.
Users can increasingly manage reports, dashboards, filters and useful views without every change becoming an administration or consulting request.
If the dashboard says there are 23 overdue orders, the useful next step is opening those 23 Sales Orders and doing something about them.
The new reporting architecture creates a much stronger base for asking for a dashboard or report without having to know exactly how to build it first.
Products, configuration & Made to Order
V3 significantly extends the way Tall Emu handles products that are more complex than a SKU and a quantity.
Orders Board
Once the customer says yes, the work starts. The new Orders Board brings more of that operational journey together so your team can see what has happened, what still needs to happen and what is holding an order up.
See where supply still has to be purchased or received and connect incoming stock with the demand that needs it.
See where an order depends on production and the Work Orders behind it.
See whether an order is ready, held up, backordered or moving through warehouse work.
Keep shipment progress and partial dispatch visible as the order moves toward completion.
Inventory & warehouse
V3 expands the physical stock model and the warehouse processes around it. This is about representing the way real stock is stored, identified, moved, picked and shipped.
Track stock at the level your warehouse actually uses so receiving, put-away, movement and picking can work from a meaningful physical location.
Use both levels of tracking where the product requires them, retaining the wider batch context as well as the identity of individual serialised units.
Associate stock with a pallet and move the physical handling unit the way the warehouse actually moves it instead of updating unrelated lines one by one.
Give warehouse operators a barcode-first mobile workflow tied directly to the same stock and shipment information the office uses.
Receive stock, identify it, put it away, move it between bays or on pallets, allocate it to demand, pick it and ship it — with the same inventory information connected to sales, purchasing and manufacturing.
Manufacturing
Manufacturing is one of the biggest areas of new V3 capability. The important part is the connection: customer configuration can continue into BOMs, materials, Work Orders, production planning and the shop floor.
What you sell.
What the customer actually selected.
Materials, formulas and production steps.
The operational manufacturing record.
Resources, capacity and Shop Floor.
Finished work back into fulfilment.
Production planning
The new Planning Board brings unscheduled work, machines, people, dates, shifts and available capacity into one interactive production view.
BOMs & production steps
V3 manufacturing can use production parameters, calculated quantities, conditions and reusable Production Steps. A process can describe setup, duration, resources, instructions, dependencies and outsourced operations.
Parameterised manufacturing
Values such as width, length or other order-specific information can become manufacturing parameters and participate in production calculations.
Material requirements don’t have to be fixed. Component quantities can be calculated from dimensions or other production values.
Selected options can determine which components production actually requires instead of handing the factory every possible option.
Production Step templates let common routings be defined once and reused across products, then adjusted where a particular product genuinely differs.
Work Orders
The Work Order becomes the operational manufacturing record, connecting the BOM, materials and production work back to the actual customer demand.
Manufacturing Control Centre
Supervisors need a different view from planners and operators. The Control Centre brings together what is late, at risk, blocked, ready and running, along with resource load and the work that needs attention next.
Visual Workflow Designer
Tall Emu already has automation. V3 makes it much easier to understand by turning the process into a visual flow rather than a collection of separate configuration records.
Mobile & operational apps
V3 is expanding beyond “desktop CRM on a smaller screen”. Different kinds of mobile work get experiences designed around the job being done.
Mobile navigation, editing, Cards, search and quick actions, with mobile-specific layouts and location-aware features such as Nearby Customers.
Goods In, receiving, put-away, Pick, Pack, Ship, serials, batches, expiry information and locations against the same Tall Emu stock and shipment records.
A dedicated offline-first Jobs app for job details, customer and site information, stock usage, custom fields, scheduling and progress away from the office.
Driver delivery lists, customer details, navigation, calling, delivery progress and “On the way” communication tied back to the Tall Emu shipment.
Freight, Portal, Documents & AI
V3 isn’t only about the core CRM and operations screens. A number of surrounding capabilities are also moving forward as part of the same broader platform.
Multi-carrier freight quoting, service comparison, consignments, package handling, labels and tracking as part of the quoting and fulfilment process.
A more modern branded customer experience for quoting, ordering, configurable products, personalisation, artwork and freight, connected to the same Tall Emu customers and transactions.
A browser-based visual template designer with merge fields, images, headers, footers, web and PDF output, Preview and AI-assisted starting points.
AI-assisted forms, documents and reporting, more record-aware assistance, voice input where appropriate and ways to suggest useful actions from CRM information.
In-product help
V3 introduces Show Me guidance inside the actual application. Instead of reading a help article and then trying to remember the steps, users can be guided through the task where they’re doing it.
V3 rollout
The first V3 rollout wave is planned to begin from 1 October 2026. The rollout will be staged rather than moving every customer at once.
Your team will still be working with the customers, products, Quotes, Sales Orders, Purchase Orders, Jobs, Shipments and business processes they already understand — with a much more capable V3 experience around them.
Tall Emu V3
We’re getting close, and we’re looking forward to getting V3 into your hands.