Releases

• Improve development environment for Windows
• Fix text selection on drag and drop
• Fix 403 error thrown when visiting record profile
• Fix workflow trigger "Deal Stage Changed" not triggering correctly
• Fix translation not applied on menu items and quick create
• Fix email action button placeholder URL

Requires PHP Version >= 8.2

Upgrade guide

• Added ability to clone web form
• Added ability to when deleting a record to choose whether to permanently delete or move to trash
• Add option to disable sync event guests as contacts
• Added "Last Contacted Date" readonly field for contacts and companies
• Add ability to choose default landing page for user
• Add option to apply all patches at once
• Updated: Laravel 11
• Updated: Add brand column to document index view
• Updated: Replace filters with views
• Updated: Make caller person display name clickable
• Updated: Show a list of all fields in form field dropdown instead only creation fields
• Fix: Notifications not sent after web form submission
• Fix: Mailable template placeholder url not properly decoded
• Fix: Sidebar close button does not work on mobile
• Fix: Comment content not updated after save
• Fix: time attribute in HTML content causing error

• Updated: Disable dark mode on document public view
• Updated: Do not remove previous phone numbers on web form submission
• Updated: Implement "back-off" logic on email client sync
• Update: Export will include a local date time for DateTime fields
• Fix: ID fields doesn't have value in export
• Fix: Cannot reorder pipelines
• Fix: Cannot delete user via API
• Fix: Radio filter not working correctly
• Fix: Fix web form phone field not updating
• Fix: Web form submission does not set owner assigned date

• Add ability to filter deals by contacts and companies
• Add ability to filter contacts by companies
• Add ability to filter companies by contacts
• Add ability to paste images from clipboard in editor
• Add ability to navigate to deal, contact, company via activity
• Add ability to enter negative deal amount
• Updated: Re-designed global search results
• Updated: Keep global search results until page refresh
• Updated: Improve filters builder and general UI
• Updated: Improve dark mode colors
• Updated: Improve activities calendar and UI
• Updated: Improve deals board performance
• Updated: New modules structure
• Updated: Mobile UI fixes and enhancements
• API: Add ability to provide deal "swatch_color" via API
• Fix notifications are not displayed
• Fix activities calendar incorrect filter by user
• Fix cannot change operand filter
• Fix delete notification performs redirection
• Minor fixes

• Add ability to schedule emails
• Add ability to resize table headings
• Updated: Selecting a contact or company auto-populates related entities in the deal form.
• Updated: Enhanced tables UI
• Updated: Hide date range when export range is set to all
• Fix email message trimmed content not toggling
• Fix email message cannot be globally searched
• Fix cannot delete document with associations
• Fix count index columns not displaying value
• Fix email forward/reply with full HTML body causes error
• Fix twice click is required to show collapsed comments
• Fix cannot select scheduled document send date in future

• Add ability to select export date range field
• Add ability to select "In 1 Week" when creating follow up task
• Changed: Excude mentions from bulk edit action
• Updated: Open resources directly on "Insights" view instead of performing redirect
• Updated: Make DatePicker compatible with UI colors
• Updated: Create follow up task will skip weekends for week and month selection
• Updated: Search to use wildcard
• UI Enhancements
• Performance & code improvements
• Fixed associations endpoint show all results instead of only associated
• Fixed deals board does not search custom fields
• Fixed activity table not refreshed whe activity marked as complete from modal
• Fix cannot edit lost reason
• Fix email message error when message is empty.
• Fixed in detail view date custom fields always included in updated attributes
• Fix filter not always applied

• Add tags feature for inbox
• Add ability to filter inbox messages by tags
• Improve filters UI
• Fix total products filter showing error
• Fix Pusher.js integration fails with 500 error
• Fix cannot mark message as unread
• Fix deal amount field value not updated when adding products
• Performance improvements

• Add ability for list view (table) polling
• Add green background on deals board won deals
• Add red background on deals board lost deals
• Add yellow background on deals board open deals behind expected close date
• Use batch requests to empty trash
• Fix deals board preview action in dropdown, changed to edit
• Fix Pusher.js integration
• Fix web form submission with country field
• Fix create new workflow form not showing on first click
• Fix bulk delete actions not properly authorized
• Fix server error on update view when purchase key is empty
• Performance improvement
• Minor fixes.

• Improve deal board card drag
• Fix fields values not always updated in the UI
• Fix detail textarea field new lines
• Fix import fails when a lot records exists in database
• Fix moment locale not properly determined

• Add ability to inline edit fields
• Add proper detail view on record profiles
• Add ability to choose which fields to export when exporting a resource
• Add ability to empty trash
• Add ability to change activity status directly from edit view
• Add ability to edit deal amount via deal board
• Add total amount in record detail deals card
• Add color custom field
• Add ability to revert imported record
• Add bulk edit index view action for specific resources
• Add new logged calls card for super admins
• Add red background on required fields without value
• Updated: New table inline edit actions
• Updated: Make parent company clickable
• Updated: Allow to select associated records via edit modal
• Updated: Remove tags field availability from web form
• Updated: Removed deal Products tabs in favor of new inline edit features
• Fix cannot receive Twilio calls
• Fix error when deleting a user
• Fix issue where records cannot be updated
• Fix tags when exporting data
• Code enhancements
• Minor fixes

• Add tags feature for deals, contacts and companies
• Add document content settings
• Add ability to re-order products
• Add Russian translation
• Improved: Ensure deal create does not fail when pipeline has no stages
• Improved: Add ability to directly re-order table headings
• Improved: Logs view UI
• Updated: Remove border from document sidebar active items
• Fix queued emails associations
• Fix compose message modal not displayed properly with many templates
• Fix duplicate attachments failing mailclient
• Fix privacy policy view
• Fix placeholders for subject not always parsed

• Add URL custom field
• Add ability to translate brand config values
• Show user teams in sidebar dropdown
• Show the teams the user is managing in user profile
• Enhance UI on products table
• Improved: Disable dark mode on web forms
• Improved: Display a warning for empty placeholders before sending a message
• Improved: When sending message use placeholders from first associated resource or first recipient
• Performance improvements
• Fix billable calculations with 100% discount on line item
• Fix Twilio activation text not in translation file
• Fix textarea placeholder new lines
• Fix document error when non authenticated user view
• Fix message not associated with contact during synchronization
• Fix cannot search company and contacts by email
• Fix filter next month not working properly
• Fix cannot update role
• Fix cannot delete user with imports
• Fix navbar command text showing when searching
• Fix issues with incorrect card results
• Fix deals board stage sorting not applied
• Fix incorrect date format

• Add ability to open preview modal via details view
• Add ability for unique custom fields to be globally searchable
• Add ability to add placeholders in email subject
• Add ability to resize document content columns
• Add ability to specify PDF padding per document
• Improved: Keep last (saved) filter active after navigating from list view
• Improved: Search field won't be disabled when searching to retain focus
• Improved: Document and mail templates tags names
• Fix product description not shown on document products table
• Fix when adding document placeholder the focus is lost
• Fix dashboard cards enabled state is not reflected on insights view
• Fix select field cleared when searching
• Fix document templates not loaded in dropdown

• Add lightbox for uploaded images
• Add lightbox for email message content
• Add filters for products list view
• Add bulk action to update product tax label
• Add missing translation text
• Updated: Portuguese translation
• Updated: Clear rules when deleting filter
• Updated: Add timezone indicator in document PDF signature date
• Updated: Do not record email views when the user is logged-in
• Fix cannot upload images via editor
• Fix font for signature not loaded on HTML
• Fix email sync not always working properly

• Add ability to change theme colors
• Fix issue with updater
• Fix pusher channels not registered
• Fix infinity loop when using multi select custom field

• Add deals kanban pagination load
• Add brand visibility option
• Add document type visibility option
• Add ability to create inline record on create/preview modals
• Add ability to unmark phone field as unique
• Add document clone feature
• Add won and lost date for deals filters
• Add document template clone feature
• Add Spanish and Portuguese translation
• Add condensed table list settings option
• Add product clone feature
• Add ability to display logo on web forms
• Updated: Laravel 10
• Updated: for new users by default disable API
• Updated: Drop proc_open and proc_close requirements
• Updated: Enhance UI to show on what stage deal is lost
• Updated: Directory structure
• Updated: Build assets with Vite
• Fix resource updated_at updated when syncing next activity
• Fix incorrect notification sent on owner change
• Fix reset password notification
• Fix issue with permissions checks
• Refactor Vue components in Composition API
• Front-end performance improvements
• Reduce build size
• Minor fixes

• Add ability to define team manager
• Add ability role capability "Team Only" for most of the applicable resources
• Added ability to define unique custom field (Text, Number, Email) for contacts, companies and products
• Updated: Adjust deal pipeline switcher to fit stages in one line
• Improve parsing mail client stale classes
• Fix: Regular user cannot mark activity as complete via "My Activities" dashboard card
• Fix: Navbar CSS z-index
• Fix: Editor locale not loaded correctly
• Fix: connect shared email account shows 404 error

• Added option to specify FROM header for personal email accounts
• Added deal board view weighted value per stage based on win probability
• Added option to make the lost reason field required
• Added roles and teams users table fields
• Updated: When exporting contacts, the associated companies names will be exported
• Updated: When exporting companies, the associated contacts names will be exported
• Updated: Product performance card will take into account won deals instead of accepted documents
• Fix: phone field not properly parses calling prefix during import
• Fix: conflict with Plesk mod security
• Fix: deal amount not saved on create
• Fix: pipeline teams and users visibility field not shown after save
• Fix: deal board stage total not properly calculated

• Improved: New email automatic associations will be checked from to, cc and bcc addresses
• Add ability to provide owner name instead of ID via Zapier/API
• Fixed issue where Gmail emails sync fails
• Fixed issue where message_id database length is too short for some emails

• Added placeholders for documents and documents templates
• Add quick create icons in sidebar
• Added ability to order custom field options
• Add ability to choose color for custom field options
• Add ability to choose document HTML view type
• Add ability to track open emails
• Add quick create for emails
• Add total products badge on document create/edit
• Updated: Allow providing phone number type via pipe (|) separator (API, Zapier, Import)
• Document PDF alignments fixes
• Fixed calendar not working with certain locales
• Fixed regular user cannot edit resources
• Fixed import phone imported as 1 phone number
• Fixed phone field requires calling prefix even when calling prefix requirement is turned off

• Add ability to reload document templates from content section
• Add ability authorized users to view activities from all users on calendar view
• Added "Updated At" filter for contacts, deals, companies, documents
• Improved: Add additional PHP memory limit checks
• Improved: date parsing on email client when invalid dates are used
• Improved: Email acccount sync
• Updated: Only allow to sync primary calendars
• Fixed select search input blur on Firefox
• Fixed duplicate activities created via calendar
• Fixed document PDF fonts not loaded correctly
• Fixed exit on document not always working properly
• Fixed cannot align image via document editor
• Fixed editor fonts are not loaded on HTML views
• Fixed sometimes cannot add multiple snippets via the document editor

• Fixed typo in translator
• Fixed new translations not applied

• Added documents feature
• Added documents types
• Added brands feature
• Added "Export" permission
• Added ability to add deal products when creating new deal
• Updated: Import feature now consist if a "Skip file" when validation failure happens
• Updated: Import performance improved
• Fix cannot create contact with phone via Zapier
• Fixed product performance card amount formatting for specific currencies
• Fixed when changing order of wigdets on dashboard all disabled widgets become enabled again
• Fixed cannot load comments for notes and calls via resource record profile
• Performance improvements
• Minor fixes

• 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