Change Log

• Version 1.2.2
  • Patch for error message and notes not saving when adding CRM follow-ups via a wizard
  • Patch for main CRM panel pushing out window [content]
• Version 1.2.1
  • Added data import/export support for new notes systems
  • Tuned CRM dashboard layout to fix resizing and pushing of todo content slightly off screen
  • Tuned todo summary layout
• Version 1.2.0
  • CRM: Added advanced note and file storage support. Currently only notes are accessible.
  • CRM wizards no longer replace existing note, but instead add to the tree
• Version 1.1.11
  • CRM advanced search: added new columns to the sales-cycle search
  • CRM advanced search: fixed bugs in history/parameter restore operations
  • CRM advanced search: added new sort options
  • CRM advanced search: fixed missing headers for some results
• Version 1.1.10
  • CRM advanced search: added headers to list view. These are clickable for column sorting
  • CRM advanced search: added missing "last step" sorting option
  • Bug: CRM advanced search: several columns not sorting correctly. Fixed
  • Bug: CRM advanced search: missing data columns for businesses. Fixed
• Version 1.1.9
  • Product entry: removed double 'class' label to improve readability
  • Product entry: fixed missing product classifications
  • CRM advanced search: sales-cycle search change from progression-based search to selection-based
• Version 1.1.8
  • Bug: client document url not opening in new window/tab. Fixed.
  • Bug: client document url occasionally missing link on editor load. Fixed.
• Version 1.1.7
  • Added client documents link to sales-cycle panel
  • Added "live" documents link to client editor panel
• Version 1.1.6
  • Fixed bug with client website field not saving correctly
  • Added a document store URL parameter to client profile
  • Added website and document url fields to person client profiles
  • Added document url link to the todo details panel on the dashboard
• Version 1.1.5
  • Fixed typo in sales-process configuration
  • Fixed some broken links in the changelog page
  • Fixed missing autocomplete list on staff reassignment wizard
  • Improved advanced CRM search progress feedback for user
  • Bug fix: advanced CRM search would fail to return results in some rare cases
  • Bug fix: search - staff assignment showing broken info/error messages
  • Added tristate option for client assignment (yes,no,ignore) to advanced CRM search
  • Adjusted placement of todo summary report to better fit screen
  • Bug fix: assigned sales person was not being shown on businesses -> adv crm search
  • Adv crm search: added experimental current/last sales process step to results
  • Adv crm search: added sales person to sales-cycle search options
• Version 1.1.4
  • UI: increased visibility of "today" on main calendar
  • UI: altered coloring scheme of tasks on main calendar
  • Bug: very large search results would fail to load. Fixed, but search history will be unable to store these results
  • CRM search: added delay to context menu closing (UX)
  • CRM search: added client unassign option
• Version 1.1.3
  • Fixed error with staff performance chart and "all" staff
  • Fixed bug: todo showing null on client name for current user todo list
• Version 1.1.2
  • Fixed activity sorting on several CRM wizard pages
  • Changed CRM client editor "back" button label to "close"
  • Added new button to client editor which directly links to an open sales-cycle (if present)
  • Adjusted layout of daily todo list
  • Added client name to todo list
• Version 1.1.1
  • Moved CRM sales-cycle summary panel to top of client details page (UX)
  • Added additional back/save buttons to top of CRM client details panel
  • Fixed todo summary text: Was not showing formatted titles
  • Added activity action buttons to "initial contact" activities
• Version 1.1.0-p131
  • Bug fix for customer creation wizard
  • Changed first contact actions
• Version 1.1.0-p130
  • Added new contact options
  • Changed todo panel color for improved readability
  • Added website field for clients + field added to import
  • Customer create wizard added business specific option and fields
  • Bug fix: crm activity reassignment would sometimes fail based on user permissions
  • Added missing activity type translations
  • Added experimental style changes to todo report
• Version 1.1.0-p129
  • Added support for multiple contact import with businesses
  • Added [direct] business support to the customer/sales-cycle creation wizard
  • Added new CRM client import fields
  • Bug fix: admin unable to change some user attributes
• Version 1.1.0-p128
  • Added dedicated company name search fields to the advanced CRM search
  • Bug fixes for effort coach
  • Update to the CRM client import: now allows mixed business and personal contacts to be imported
  • Additional import fields added to the CRM client import
  • Added notes field to client editor
• Version 1.1.0-p127
  • Modified effort coach to streamline and provide additional feedback
• Version 1.1.0-p126
  • New eLearning module integration into staff performance and effort coach
• Version 1.1.0-p125
  • Added new daily effort summary coach to CRM dashboard
  • Layout change to CRM dashboard
• Version 1.1.0-p124
  • Upgraded skill trend report for finer grain reporting
  • Bug fix for skill trend report: Store ACL users unable to report on all their available stores
  • Improved UX: replaced older date selection controls
  • Tuned CRM time selection
  • Miscellaneous bug fixes
• Version 1.1.0-p123
  • Added sales-cycle search to advanced CRM search
  • Added e-learning functionality (stage 1) to staff performance chart
  • Changed formatting on staff performance chart to enhance readability
  • Added support for org global prebuild reports to trend charts
  • Bug fix: pop-up info formatting problems on CRM entry log
  • Bug fix: CRM leaderboard not updating when changing stores
  • Bug fix: org staff list show root users as inactive
  • Added enhanced store ACL support to admin actual entry
  • Replaced date selection on actual editor (full and admin), improves UX
  • Bug fix: some user permission levels unable to make changes on admin actual entry page
  • Changed CRM time selection to be within 6am to 9pm range, improves UX
  • Miscellaneous bug fixes
• Version 1.1.0-p103
  • Advanced CRM search added. Can be found on the nav bar
  • Added CRM client bulk import tool
  • Added new action type for "initial contact"
• Version 1.1.0-p98
  • Added pre-built report support to skill-trend chart. This also allows for users to manage their own custom sets metrics. Found on the top right of the legend control.
  • Replaced all date and date-time picker controls with JUI controls (experimental)
  • Miscellaneous bug fixes
• Version 1.1.0-p97
  • Added change log and new version notification
  • Fixed bug: staff performance telephone panel was showing blank graph when dataset contained a "0" value
  • Skill trend: modified default end date to be last full month
  • Added admin-level actual editor