Releases

• Add dashboard cards loading placeholders
• Allow providing phone number as string via API
• Fixed resource send email workflow action
• Fixed field attribute name in validation messages
• Fixed cannot create records via preview modal
• Fixed date picker not working with different locales
• Fixed cannot sort aggregate column in cards table
• Fixed cannot connect mail account with empty folder delimiter
• Fixed Gmail BCC not applied when sending mail

• Added confetti when marking deal as lost
• Added keyboard shortcuts for quick create
• Added red background on deals kanban if the deal falls behind the expected close date
• Added red border left indicator on deals table if the deal falls behind the expected close date
• Updated: The auto updater code is optimized to use less memory
• Updated: Rate limiter to 90 requests per minute
• Updated: Packages and dependencies
• Updated: Added field labels to call outcome and date
• Code improvements and cleanup
• Fixed cannot preview deal via kanban on mobile devices
• Fixed deals board default filter not applied on second navigation
• Fixed mail account folders collapsed when tree
• Fixed cannot clear deal expected close date

• Added ability sales agents to choose from predefined list of lost reasons when marking the deal as lost
• Added ability to restrict sales agents the ability to write lost reason manually
• Added "Deal Status Changed" workflow trigger
• Added "Mark Associated Activities as Completed" workflow action
• Added "Delete Associated Activities" workflow action
• Added unread count badges for email account folders
• Fixed deals cards not reloaded after pipeline change
• Fixed activity note and description style from editor not applied
• Fixed HTML entities not encoded in mail message

• Added teams feature
• Added ability to restrict pipelines visibility, per user or team
• Added ability to change pipelines order via kanban
• Added "Open", "Closed", "Won" and "Lost" deals count table column for contacts and companies
• Added ability to separately customize Edit/Preview fields
• Added ability to create activity for deals, companies, contacts via table elipsis dropdown
• Added ability to specify teams when inviting user
• Added overdue indicator on "My Activities" dashboard card
• Calendar will be automatically refreshed after synchronization when Pusher is configured
• Updated: Make users, contacts, companies, products and activities table created at column hidden by default
• Updated: Remove company name and owner fields from detail view (use top header fields to update)
• Updated: Remove contact firstname, lastname and owner fields from detail view (use top header fields to update)
• Updated: Remove deal name and owner fields from detail view (use top header fields to update)
• UI Improvements
• Fixed cannot connect Microsoft work/school account
• Fixed new break lines on editor
• Fixed cannot connect email account with sub draft folders
• Fixed resource date was and is filter not working properly
• Fixed import note field shown in mailables merge fields

• Added option to disable password forgot feature
• Added option to block bad visitors based on IP, referrer and user agent
• Added new dashboard card "Won deals by month"
• Added new dashboard card "Won deals stage"
• Added ability the installer to apply patches after the installation is finished
• Updated: Better validation on locale name when creating new locale
• Fixed resource export not working properly
• Fixed mail sync fails if the attachment extension is not allowed
• Fixed cannot send an email after new locale creation

• Added stage ID in Settings->Deals pipeline for API usage
• Updated: Disallow making custom field as not visible when required
• Fixed issue where custom field cannot be unmarked as required
• Fixed auto updater
• Fixed numeric input field does not work properly with specific currencies
• Fixed calendar sync when syncing via webhooks
• Fixed casting on properties on some specific servers
• Fixed installer does not work with global ENV variables exists

• Added ability to re-order record profile sidebar sections
• Added Trigger Webhook action on deal stage changed workflow trigger
• Redesigned activity calendar
• Replaced filter condition dropdown with select dropdown
• Exclude assign owner action on contact, company, deal detail view
• Apply proper sorting on deals, companies and contacts details cards
• Update: Comments will be eager loaded on the front-end
• UI Improvements
• Responsive design improvements
• Fix child companies navigation from company detail view
• Fixed cannot edit activity owner from detail view
• Fixed dashboard cards edit cannot be saved properly

Requires PHP Version >= 8.1

• Deals management feature
• Contacts management feature
• Companies management feature
• Deals kan-ban with multiple pipelines
• Products management
• Activities managements, reminders, calendar
• 2-way calendar synchronization (Outlook Calendar, Google Calendar)
• Email client (Gmail, Outlook, IMAP)
• Advanced filters and filtering
• Import and export feature with fields mapping
• Custom fields
• Advanced tables with orderable fields and custom sorting
• Automation workflows
• Call logs & in-app calling
• Notes feature for the core resources
• Deal/Lead web form
• Roles & Permissions
• Zapier integration
• Customizable dashboard
• Integrated API
• 1 Click update & Patcher
• Add sale reps in different timezones
• Send sale reps invite
• API & API keys generation
• Fully responsive