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| Date | Description | Version |
| 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 |
| 1 February 2024 | – 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 | – Added – Detailed reports – Added – Paystack payment gateway – Added – Direct URL to view estimates without logging into the CRM – Added – Export projects – Added – Bulk change project statuses – Added – Bulk assign projects – Added – Bulk change leads status – Added – Custom table column view (Leads) – Added – Bulk change leads status – Added – Bulk assign leads – Added – Archive support tickets – Added – Additional date formats – Added -Ability to reset all users current theme setting – Added – 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 June 2023 | – Added – Remember filters (Tickets) – Added – Google reCAPTCHA – Added – Edit timesheets – Added – In-line ticket replies – Added – Edit and delete ticket replies – Added – Show tags and reminders of kanban cards – Added – Added search box to custom fields dropdowns – Added- Add custom CSS for invoice and estimate pdf files – Fixed various bugs | 2.2 |
| 6 February 2023 | – Maintenance Update | |
| 20 January 2023 | – Added – PHP 8 support – Added – Instant messaging (chat) – Added – Contracts – Added – Contract Templates – Added – Proposal Templates – Added – Tap payment gateway – Added – Custom ticket statuses – Added – Arrange invoice and estimate line items – Fixed various bugs [See Full Details] | 2.1 |
| 4 October 2022 | – Added – Invoice line tax – Added – Estimates line tax – Added – Estimate product notes – Added – Product-based tasks for estimate automation – Added – Task dependencies for estimate automation – Added – Attach files to invoices – Added – Set project cover images – Added – Use custom fields in filtering – Fixed various bugs [See Full Details] | 1.12 |
| 4 September 2022 | – Added – Estimates workflow automation – Added – Projects workflow automation – Added – Task dependencies – Added – Export clients – Added – Export tickets – Added – Email leads – Added – Set user home page – Added – Assign tasks to clients – Added – File folders – Added – Email notifications for reminders – Added – Email Leads [See Full Details] | 1.11 |
| 15 July 2022 | – Maintenance Update | 1.10 |
| 2 June 2022 | – Added – Updated to Laravel 8 – Added – Project Proposals – Added – Assign tasks to clients – Added – Ability to change the next Invoice ID – Added – Ability to change the next Estimate ID – Added – 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 [See Full Details] | 1.09 |
| 1 February 2022 | – Added – Projects card grid view – Added – Projects card grid view cover images – Added – Category-based project/user permissions – Added – Recurring Tasks – Added – Allows users to set their own theme – Added – View email queue and email delivery logs – Added – Download and manage system error logsAdded – Edit Payments – Added – Rename project files – Added – Importing leads – made custom fields easier to import – Added – Leads and tasks search now has a wider scope – Added – Show client name on task cards – Added – SMTP debugging tool – Added – Easier assigning of project team members – Added – 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 | – Added – Lead web forms – Create multiple forms to capture leads from your website. – Added – Clone Tasks – Quickly make a duplicate copy of a task – Added – Clone Tasks – Quickly make a duplicate copy of a lead – Added – Knowledge base video gallery – Added – Send emails directly to a client user from the CRM – Added – Custom task statuses – You can now create custom task statuses – Added – See all previous notifications using the new improved notifications panel – Added – Show the project title on a task (Kanban) – Fixed various bugs | 1.06 |
| 9 August 2021 | – Added – Reminders Alarms – Set individual reminders for projects, tasks, leads, etc – Added – Embed youtube video in knowledgebase, projects, tasks and leads – Added – App Modules Selection. Select which CRM modules you want to use. – Added – Limit CRM modules/features on a client by client basis – Added – Overdue task reminder – Added – Overdue invoice reminder – Added – Leads & tasks – added notes and a new tabbed interface – Added – Added a ‘client details’ section for each client – Added – Custom fields -added new form field types and improved interface – Added – 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 | – Added – Project templates – Added – Clone projects – Added – Time tracking – Added – Invoice price adjustment – Added – Estimate price adjustment – Added – Show additional company information on invoices & estimates – Added – 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 | – Added – Importing Leads – (CSV & EXCEL) – Added – Importing Clients – (CSV & EXCEL) – Added – Convert an estimate to an invoice – Added – Clone estimates – Added – Mollie payment gateway – Added – Direct time tracking – Added – Invoice and estimate opening tracking – Added – Dynamic client creation – Added – Allow/prevent clients from accessing the dashboard – Added – 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 | – Added – Customer subscription billing – Added – Create custom fields for clients, projects and task – Added – Razorpay payment gateway – Added – 29 language translations – Added – Archive projects, tasks, leads – Added – Email delivery testing with a “send test email” feature – Added – Add custom javascript and CSS in <head> and <footer> – Added – Allow multiple lines for invoice line item descriptions – Added – 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 | – Added – Dashboard payments and invoices stats clickable – Added – 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 |
