Categories

Version 3.6 – 28 Feb, 2024

  • [Added] File manager module
  • [Added] File folders in the client details page and client portal
  • [Added] Customizable client permissions for different contacts
  • [Added] Non-primary contact’s default permission settings
  • [Added] Primary contact can update the permissions of the non-primary contacts
  • [Added] Different kinds of invoice number format
  • [Added] Option to reset the invoice number based on year
  • [Added] Invoice PDF background image settings
  • [Added] Team members import functionality
  • [Added] PDF download option for the contracts and proposals
  • [Added] New PDF friendly contract and proposal template (Template 3.6)
  • [Added] Audio recording functionality on all contexts
  • [Added] Projects import functionality
  • [Added] Subscriptions tab in the client details page
  • [Added] The expired tasks count in the tasks dashboard widget
  • [Added] Option to import tasks with priority
  • [Added] Access permission setting to hide project files and comments for team members
  • [Added] Person/organization select option in lead
  • [Added] Settings to remove fields from the lead embedded form
  • [Added] Client contacts import functionality
  • [Added] Subscription cancellation notification
  • [Added] Subscription cancellation notification
  • [Added] Estimate signing date time
  • [Added] Commenting functionality in proposal
  • [Added] Track email and preview events on proposals
  • [Added] Client filter in the tickets list view
  • [Added] Repeat type and next billing date filters in the subscription list
  • [Added] First billing date column in the subscriptions table
  • [Added] Projects widget for client portal dashboard
  • [Added] Option to setup recurring cycle interval. 2 months, 2 years, etc. in subscription
  • [Added] Show signing info on contracts and proposals both for clients and admin side
  • [Added] Phone number column in the clients list view
  • [Updated] Improved file preview modal
  • [Updated] Improved Gantt usability including the dependency and child tasks linkup
  • [Updated] .webm file format in the accepted file format
  • [Updated] Design issues in invoice, estimate, order, proposal and contract pdf
  • [Updated] Design of the lead kanban card
  • [Updated] App redirect should support only to the same domain
  • [Updated] Invoice settings page  
  • [Fixed] Subscription invoice notification last email sent data is empty
  • [Fixed] Client can’t download estimates
  • [Fixed] Subtask filter icon is missing in the task list
  • [Fixed] Client notes view permission issue
  • [Fixed] Login disable option is missing for client contacts
  • [Fixed] My open tasks count widget shows wrong count
  • [Fixed] Comment link error
  • [Fixed] Don’t show inactive help categories on the details page
  • [Fixed] User can’t see the estimate request in client details page
  • [Fixed] Project progress is missing in excel export
  • [Fixed] Wrong column in leads proposal list view
  • [Fixed] Shopping cart editing is not working
  • [Fixed] Search box typing issue
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