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
Version 2.6 – 22 July 2024
Added – Upgraded the application's core to the latest version of Laravel (v11)
Added – Upgraded the application 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 etc)
Added – Contract scheduling (schedule the publishing date)
Added – Filter tasks by clients
Added – Tag leads submitted via web forms (for easier identification)
Added – Show project titles on invoices
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
Version 2.5 – 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
Version 2.4 – 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
Version 2.3 – 9 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
Version 2.2 – 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
Version 2.1 – 6 February 2023 [Maintenance Release]
Fixed – Language icon not showing
Fixed – Upload client files
Fixed – Tickets statuses in emails
Fixed - Task permissions
Version 2.0 – 20 January 2023 [See Full
Details]
Added – PHP 8 support
Added – Instant team 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
Version 1.12 – 9 October 2022 [See Full Details]
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 estimates
Added – Attach files to invoices
Added – Project cover images
Added – Copy files between projects
Added – Use custom fields in filtering
Fixed - Various bugs
Version 1.11 – 4 September 2022 [See Full Details]
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
Added – Tasks & Leads Kanban paginated loading
Fixed - Various bugs
Version 1.10 – 15 July 2022
Fixed - Maintenance update
Version 1.09 – 2 June 2022 [See Full Details]
Added - Updated to Laravel 8
Added - Project Proposals
Added - Assign tasks to clients
Added - Ability to change next Invoice ID
Added - Ability to change next Estimate ID
Added - Ability to change 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 - Clients webmail templates
Fixed - Lead forms submissions counter
Fixed - Leads converted to a client - welcome email
Version 1.08 – 1 February, 2022
Added - Projects card grid view
Added - Project category based user permissions
Added - Recurring Tasks
Added - Allows users to set their own theme
Added - View email queue and email delivery log
Added - Download and manage system error logs
Added - Edit Payments
Added - Rename project files
Added - Importing leads - made custom fields easier to import
Added - Leads and tasks search now has 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
Version 1.07 – 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
Version 1.06 – 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 Leads – 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
Updated – See all previous notifications using the new improved notifications panel
Updated – Show the project title on a task (Kanban)
Updated – New custom fields editor
Fixed – Various other bugs
Version 1.05 – 9 August, 2021
Added – Reminders – 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
Updated Added a ‘client details’ section for each client
Updated – Custom fields -added new form field types and improved interface
Updated – 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
Version 1.04 – 12 May, 2021
Added – Project templates
Added – Clone projects
Updated – Time tracking
Updated – Invoice price adjustment
Updated – Estimate price adjustment
Updated – Show additional company information on invoices & estimates
Updated – 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
Version 1.03 – 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
Updated – Dynamic client creation
Updated – Allow/prevent clients from accessing the dashboard
Updated – 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
Version 1.02 – 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 ability to add your own custom JavaScript & CSS
Updated – Allow multiple lines for invoice line item descriptions
Updated – 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
Version 1.01 – 26 November, 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