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Grow CRM Updates Installation Service
| Date | Description | Version |
| 14 April 2025 | – Added – Added sorting (drag & drop) to task and lead checklists – Added – Manually email invoice overdue reminders – Added – Impersonate a client (login as a client) – Added – Admin can record staff timesheets – Added – Projects bulk actions (stop timers, change status, archive and restore) – Added – Invoices bulk email to clients – Added – Estimates bulk actions (email to clients, change status, convert to invoices) – Added – Print table lists (projects, invoices, estimates, payments, products, timesheets) – Added – Customizable duplicates detection, when importing leads clients – Added – Customizable duplicates detection, when importing clients – Added – Clickable dashboard project stats – Added – Show start time on timesheets – Fixed – Calendar list view color – Fixed – Tasks not showing on project page – Fixed – Unable to create a new user roles | 2.9 |
| 11 January 2025 | – Added – See all reminders in side panel – Added – Add notes to support tickets – Added – Export tasks – Added – Monitor product sales volume and amount – Added – Export Products – Added – Ticket Tags – Added – Full page editing for email templates – Added – Leads statistics data – Added – Clone Expenses – Added – Recurring expenses – Added – Filter timesheets by billed status – Added – Timesheet stats – Added – Option to hide decimal places – Added – Include replies in exported support tickets – Fixed – Tickets IMAP special characters and accents – Fixed – Searching file by tags – Fixed – Keep pinned items on top when sorting – Fixed – Calendar events background color – Fixed – Invoice PDF Japanese fonts – Fixed – Client forgot password error – Fixed – converting leads carry over data – Fixed – user role permissions on viewing clients – Fixed – Cloning contracts error – Fixed – Global search fixes – Fixed – Email piping special characters | 2.8 |
| 24 September 2024 | – Added – Helpdesk Email Integration (email piping) – Added – Custom CSS Editor – Added – ReCAPTCHA for lead web forms – Added – Pinning table contents – Added – Custom invoices table views – Added – Quick User profiles – Added – Search knowledge base – Added – Searchable country fields – Added – Custom CSS for lead web forms – Added – Timesheets stats panel – Fixed – Importing leads with a long telephone number – Fixed – Timesheets search not working – Fixed – Attaching files in lead web forms | 2.7 |
| 22 July 2024 | – Added – Upgraded the application’s core to the latest version of Laravel (v11) – Added – Upgraded the application’s core to support PHP 8.2 & PHP 8.3 – Added – Full featured calendar (see projects, tasks and custom events) – Added – Proposal scheduling (schedule the publishing date) – Added – Proposal automation (project, task, invoice creation) – Added – Tag leads submitted via web forms (for easier identification) – Added – Proposal automation for project creation and invoicing – Added – Show project titles on invoices – Added – Contract scheduling (schedule the publishing date) – Fixed – Client custom field not showing when creating a new resource – Fixed – Show client custom fields when creating an invoice – Fixed – Show client custom fields when creating an estimate – Fixed – Leads from web forms not being auto assigned – Fixed – Task status changes not showing on events timeline – Fixed – Trailing white space in task and lead title – Fixed – Tasks tabs navigation – Fixed – Imports leads custom fields | 2.6 |
| 3 April 2024 | – Added – Support tickets – Canned messages – Added – Clone Contracts – Added – Clone Proposals – Added – Schedule invoice publishing – Added – Schedule estimate publishing – Added – CRM wide dynamic search – Added – Tasks cover images – Added – Leads cover images – Added – Tags on files & attachments – Added – Attach files to notes – Fixed – Saving bank settings not working – Fixed – Test email not working – Fixed – Project template milestones not being created – Fixed – Preview image modal reloading page on close | 2.5 |
| 2 February 2024 | – Added – reCAPTCHA for new customer signup – Added – Dark theme (Midnight) now included – Added – Prestige theme now included – Added – Export invoices – Added – Export expenses – Added – Export payments – Added – Export estimates – Added – Export timesheets – Added – Customize projects table view – Added – Customize clients table view – Added – Create custom task priorities – Added – Set colors for milestones – Added – Display milestone on task Kanban view – Added – Show contracts on customer page – Added – bulk add items for invoices and estimates (entire product categories) – Added – Add products to estimate when creating a proposal – Fixed – Estimate PDF download – Fixed – Lead for not sending email to admin – Fixed – Error updating user preferences when on settings pages – Fixed – Contracts & proposals filter by category – Fixed – Error importing client custom fields | 2.4 |
| 8 November 2023 | Core CRM – Version numbering syncronized with the main Grow CRM – Feature – Detailed reports – Feature – Paystack payment gateway – Feature – Direct URL to view estimates without logging into the CRM – Feature – Export projects – Feature – Bulk change project statuses – Feature – Bulk assign projects – Feature – Bulk change leads status – Feature – Custom table column view (Leads) – Feature – Bulk change leads status – Feature – Bulk assign leads – Feature – Archive support tickets – Improvement – Additional date formats – Improvement -Ability to reset all users current theme setting – Improvement – Filter expenses by team members – Fixed – Missing exit setting button on mobile – Fixed – Exporting clients giving limited results – Fixed – Webmail email templates (clients and leads) – Fixed – PDF Invoice totals alignment – Fixed – Custom fields date formatting – Fixed – Various bugs | 2.3 |
| 15 August 2023 | SaaS Dashboard – New Feature – Plesk server support – New Feature – Razorpay payment gateway – New Feature – Create custom pages Core CRM – New Feature – Remember filters (Tickets) – New Feature – Google reCAPTCHA – Improvement – Edit timesheets – Improvement – In-line ticket replies – Improvement – Edit and delete ticket replies – Improvement – Show tags and reminders of kanban cards – Improvement – Added search box to custom fields dropdowns – Improvement- Add custom CSS for invoice and estimate pdf files | 1.3 |
| 24 May 2023 | – Maintenance Update | 1.2 |
