Change Log

DateDescriptionVersion
4 October 2022– New Feature – Invoice line tax
– New Feature – Estimates line tax
– New Feature – Estimate product notes
– New Feature – Product-based tasks for estimate automation
– New Feature – Attach files to estimates
– New Feature – Attach files to invoices
– New Feature – Set project cover images
– Improvement – Copy files between projects
– Improvement – Use custom fields in filtering
– Fixed various bugs

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1.12
4 September 2022– New Feature – Estimates workflow automation
– New Feature – Projects workflow automation
– New Feature – Task dependencies
– New Feature – Export clients
– New Feature – Export tickets
– New Feature – Email leads
– New Feature – Set user home page
– New Feature – Assign tasks to clients
– New Feature – File folders
– Improvement – Email notifications for reminders
– Improvement – Email Leads

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1.11
15 July 2022– Maintenance Update1.10
2 June 2022 – New Feature – Updated to Laravel 8
– New Feature – Project Proposals
– New Feature – Assign tasks to clients
– Improvement – Ability to change the next Invoice ID
– Improvement – Ability to change the next Estimate ID
– Improvement – Ability to change the next Invoice ID
– Fixed – The client cannot create a task
– Fixed – Timesheets manual time recording
– Fixed – Exit text too long in settings
– Fixed – Settings tax rates menu
– Fixed – Estimate and invoice custom fields display
– Fixed – Client’s webmail templates
– Fixed – Lead forms submissions counter
– Fixed – Leads converted to a client – welcome email

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1.09
1 February 2022– New Feature – Projects card grid view
– New Feature – Projects card grid view cover images
– New Feature – Category-based project/user permissions
– New Feature – Recurring Tasks
– New Feature – Allows users to set their own theme
– New Feature – View email queue and email delivery logs
– New Feature – Download and manage system error logsImprovement – Edit Payments
– Improvement – Rename project files
– Improvement – Importing leads – made custom fields easier to import
– Improvement – Leads and tasks search now has a wider scope
– Improvement – Show client name on task cards
– Improvement – SMTP debugging tool
– Improvement – Easier assigning of project team members
– Improvement – Easier changing of project progress
– Fixed – Task date not updating correctly in task modal
– Fixed – Task not loading in projects page
– Fixed – Tickets timeline viewing permissions
– Fixed – PDF invoices Euro symbol not showing correctly
– Fixed – Project templates user roles setting
1.08
24 October 2021– Fixed – Project progress not updating
– Fixed – Email delivery problems after v.106 update
– Fixed – Client webmail
– Fixed – Client cannot create a task
– Fixed – Email PDF is not sent in default system language
– Fixed – New users language is not being set to the system language
1.07
29 September 2021– New Feature – Lead web forms – Create multiple forms to capture leads from your website.
– New Feature – Clone Tasks – Quickly make a duplicate copy of a task
– New Feature – Clone Tasks – Quickly make a duplicate copy of a lead
– New Feature – Knowledge base video gallery
– New Feature – Send emails directly to a client user from the CRM
– Improvement – Custom task statuses – You can now create custom task statuses
– Improvement – See all previous notifications using the new improved notifications panel
– Improvement – Show the project title on a task (Kanban)
– Fixed various bugs

1.06
9 August 2021– New Feature – Reminders Alarms – Set individual reminders for projects, tasks, leads, etc
– New Feature – Embed youtube video in knowledgebase, projects, tasks and leads
– New Feature – App Modules Selection. Select which CRM modules you want to use.
– New Feature – Limit CRM modules/features on a client by client basis
– New Feature – Overdue task reminder
– New Feature – Overdue invoice reminder
– New Feature – Leads & tasks – added notes and a new tabbed interface
– Improvement – Added a ‘client details’ section for each client
– Improvement – Custom fields -added new form field types and improved interface
– Improvement – New role settings, allowing managing of team members
– Fixed – Filter estimates status
– Fixed – Assign task users scrollbar
– Fixed – Preselect assigned users in tasks and leads modals
– Fixed – Various other bugs
1.05
12 May 2021– New Feature – Project templates
– New Feature – Clone projects
– Improvement – Time tracking
– Improvement – Invoice price adjustment
– Improvement – Estimate price adjustment
– Improvement – Show additional company information on invoices & estimates
– Improvement – Advanced text editor features for projects
– Fixed – Project payments summary
– Fixed – PDF showing ??? for non-Latin languages
– Fixed – Task checklist styling
– Fixed – Upload avatar error
1.04
4 April 2021– New Feature – Importing Leads – (CSV & EXCEL)
– New Feature – Importing Clients – (CSV & EXCEL)
– New Feature – Convert an estimate to an invoice
– New Feature – Clone estimates
– New Feature – Mollie payment gateway
– New Feature – Direct time tracking
– New Feature – Invoice and estimate opening tracking
– Improvement – Dynamic client creation
– Improvement – Allow/prevent clients from accessing the dashboard
– Improvement – Enable/disable all outbound client email
– Fixed – Updating lead status not refreshing table row
– Fixed – Login popup
– Fixed – converting leads error
– Fixed – Client category not working
– Fixed – Estimates menu not showing on project page
1.03
10 February 2021– New Feature – Customer subscription billing
– New Feature – Create custom fields for clients, projects and task
– New Feature – Razorpay payment gateway
– New Feature – 29 language translations
– New Feature – Archive projects, tasks, leads
– New Feature – Email delivery testing with a “send test email” feature
– New Feature – Add custom javascript and CSS in <head> and <footer>
– Improvement – Allow multiple lines for invoice line item descriptions
– Improvement – Ability for the admin to update user passwords
– Fixed – Invoice & estimate email PDF attachments formatting
– Fixed – Support tickets title error
– Fixed – Currency symbol on payments section of invoices
– Fixed – Task and lead comments not fully displaying
– Fixed- Recurring invoices
– Fixed – Knowledgebase mobile view
– Fixed – Clients unable to create new tasks
– Fixed – Broken product items search
– Fixed – Broken file download links for Mac users
– Fixed – various other bugs
1.02
26 Nov 2020– New Feature – Dashboard payments and invoices stats clickable
– New Feature – Admin can add scripts in head and body (e.g. google analytics)
– Fixed – Modal windows not correctly displaying Cyrillic symbols
– Fixed – Unable to edit default milestones
– Fixed – Deleted staff member increasing the count for users in a given role
– Fixed – Installer get stuck on some operating systems
– Fixed – Task and lead checklists not working correctly
– Fixed – Unable to delete some categories
– Fixed – Create lead sources – popup opens blank
1.01