Change Log

New

• File manager module.
• File folders in the client details page and client portal
• Customizable client permissions for different contacts
• Non-primary contact’s default permission settings
• Primary contact can update the permissions of the non-primary contacts
• Different kinds of invoice number format
• Option to reset the invoice number based on year
• Invoice PDF background image settings
• Team members import functionality
• PDF download option for the contracts and proposals
• New PDF friendly contract and proposal template (Template 3.6)
• Audio recording functionality on all contexts
• Projects import functionality
• Subscriptions tab in the client details page
• The expired tasks count in the tasks dashboard widget
• Option to import tasks with priority
• Access permission setting to hide project files and comments for team members
• Person/organization select option in lead
• Settings to remove fields from the lead embedded form
• Client contacts import functionality
• Subscription cancellation notification
• Subscription cancellation notification
• Estimate signing date time
• Commenting functionality in proposal
• Track email and preview events on proposals
• Client filter in the tickets list view
• Repeat type and next billing date filters in the subscription list
• First billing date column in the subscriptions table
• Projects widget for client portal dashboard
• Option to setup recurring cycle interval. 2 months, 2 years, etc. in subscription
• Show signing info on contracts and proposals both for clients and admin side
• Phone number column in the clients list view 

Updates

• Improved file preview modal
• Improved Gantt usability including the dependency and child tasks linkup
•  .webm file format in the accepted file format
• Design issues in invoice, estimate, order, proposal and contract pdf
• Design of the lead kanban card
• App redirect should support only to the same domain
• Invoice settings page.

Fix

• Subscription invoice notification last email sent data is empty
• Client can’t download estimates.
• Subtask filter icon is missing in the task list.
• Client notes view permission issue.
• Login disable option is missing for client contacts
• My open tasks count widget shows wrong count
• Comment link error.
• Don’t show inactive help categories on the details page.
• User can’t see the estimate request in client details page.
• Project progress is missing in excel export.
• Wrong column in leads proposal list view.
• Shopping cart editing is not working.
• Search box typing issue.

Deprecated

Nothing