Change Log

DateDescriptionVersion
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