| Date | Description | Version |
| 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 | |
| 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 |
