HomePLUS...Boosts!SupportPlatformBook-a-Call

CRM+ (changelog)

Version 3.9.3 – 26 June, 2025

  • [Added] Push notifications for Mobile (Google Chrome PWA).

  • [Added] Pusher beams integration to support notifications when the app is closed.

  • [Added] Multiple managers option for clients and leads.

  • [Added] Options to change the client details view widgets/tabs.

  • [Added] Sort-ability on the todo list.

  • [Added] Option to add files and voice recording with todo.

  • [Added] Option to set CC emails in tickets.

  • [Added] Display lead source information in the client details page.

  • [Added] Invoice details report.

  • [Added] Wallet balance shown in client details page.

  • [Added] New role permission to view only own proposals.

  • [Added] Option to share events with team members from client portal.

  • [Updated] Improved task checklist update logic.

  • [Updated] Task ID shown with title on ticket details page.

  • [Updated] Improved todo list widget usability.

  • [Updated] Improved mobile UI.

  • [Update] Improved readability on task sortable checklists.

  • [Fixed] Currency not being copied when converting lead to client.

  • [Fixed] Custom fields are duplicated when converting leads to clients.

  • [Fixed] Wrong statement result.

  • [Fixed] Client contact email not visible when the content is too long.

  • [Fixed] Some page loading issues.

Version 3.9.2 – 20 June, 2025

  • [Fixed] Opps error in different pages.

Version 3.9.1 - 17 May, 2025

  • [Added] Filter to find unassigned tickets.

  • [Updated] Redesigned the lead details page.

  • [Updated] Redesigned the estimate details page.

  • [Updated] Redesigned the subscription details page.

  • [Updated] Redesigned the order details page.

  • [Updated] Redesigned the contract details page.

  • [Updated] In the tasks Gantt view, show the collaborator's tasks also when filtered by assignee.

  • [Updated] Improved the project tasks list view for mobile.

  • [Updated] Team members who can manage clients can now update client login info.

  • [Updated] Show dropdown options to reduce clicks for inline task info updates.

  • [Updated] CodeIgniter upgraded to v4.6.1.

  • [Fixed] Notification not working when assigning a ticket from the ticket details page topbar.

  • [Fixed] Clock out modal save button not visible on mobile.

  • [Fixed] Client details page shows full note description in the list.

  • [Fixed] Task status update by checkbox issue.

  • [Fixed] Special character rendering issue in tickets.

  • [Fixed] Task global search issue.

Version 3.9 - 06 May, 2025

  • [Added] E-Invoice functionality. For more details, please check the doc here.

  • [Added] E-Invoice settings and XML templates.

  • [Added] E-Invoice sending and download options on the invoice details page.

  • [Added] Statement report on the client details page.

  • [Added] Client Wallet functionality to accept advance payments from clients.

  • [Added] Client Wallet as a payment method in the payment methods settings.

  • [Added] Option to add payments to the Client Wallet from the client details page.

  • [Added] More permission settings to access invoices.

  • [Added] Custom field variables in proposals and contracts editor.

  • [Added] Permission settings to hide users from the team member dropdowns.

  • [Added] Bulk edit option in the clients list.

  • [Added] Labels for Help and Knowledge Base articles.

  • [Added] Banner image and clickable link support for article categories.

  • [Added] More navigation links to access the Help and Knowledge Base articles easily.

  • [Added] Option to display related articles filtered by article labels.

  • [Added] Readable URLs for Knowledge Base articles.

  • [Added] PUBLIC_PAY_INVOICE_URL variable support for subscription related invoice emails

  • [Added] Bulk delete option in the tasks list.

  • [Added] Invoice due amount in the invoice payment dropdown.

  • [Added] Default widgets shown by default in client portal default dashboard settings editing.

  • [Added] Redirect to the order processing page directly after signup from the store page.

  • [Added] Custom field support in the lead collection form.

  • [Added] Support for .webp image files in rich text editor.

  • [Added] Setting to enable the option to change invoice numbers.

  • [Added] Setting to show all invoice-related reports based on bill date or due date.

  • [Added] Lead creation date and time in the list view, with sorting based on date-time.

  • [Added] Functionality to enable Content Security Policy (CSP).

  • [Added] Functionality to enable Cross-Origin Resource Sharing (CORS) on lead form (ajax).

  • [Added] Invoice overview widget on the client details page with show/hide functionality.

  • [Added] Added pdf friendly proposal template 3.9.

  • [Updated] Redesigned the client details page.

  • [Updated] Upgraded CodeIgniter to v4.6.0.

  • [Updated] Added new option on the Stripe payment method to enable/disable iDEAL payment.

  • [Updated] Redesigned the invoice details page.

  • [Updated] Redesigned the proposal details page.

  • [Updated] Custom fields are now copied when creating recurring tasks.

  • [Updated] Improved XSS filters.

  • [Updated] Users with invoice management permission can now edit client currency.

  • [Fixed] Task notification issue.

  • [Fixed] Task permission issue.

  • [Fixed] Task list page breaking when many custom fields are present.

  • [Fixed] Broken ticket view issue.

  • [Fixed] Client contact permission issue during import.

  • [Fixed] Client search issue by phone number.

  • [Fixed] Label editing bug.

  • [Fixed] Outlook IMAP deprecation error.

  • [Fixed] Estimate request permission issue.

  • [Fixed] Client email update bug.

  • [Fixed] Global search box hiding issue in Firefox.

  • [Fixed] Clients dropdown issue in the expense edit modal.

  • [Fixed] Public estimate request bug.

  • [Fixed] Ticket datatable error after ticket creation by non-admin users.

  • [Fixed] PDF rendering issues.

  • [Fixed] Missing client name in client-related tasks in the Kanban view.

  • [Fixed] Timezone issue in the Gantt chart.

  • [Fixed] Google Drive files being uploaded to the root instead of the app folder.

Version 3.8.2 – 21 January, 2025

  • [Added] Option to move tasks from one project to another project

  • [Added] Reminders for team members

  • [Added] Task setting to create only the project related tasks from the global task creation modal

  • [Added] Subscription renew date variable support on the email notification

  • [Added] Show file name title for event/note thumbnails on mouse hover

  • [Updated] Show labels dropdown with ascending order

  • [Updated] Don't preserve the deleted invoice sequence

  • [Updated] Lead/estimate embedded form should not require the customer name

  • [Updated] Don't show client dropdown when creating any ticket from the client details page

  • [Fixed] Proposal public preview is not working

  • [Fixed] Client should not be able to sort the checklist if don't have task edit permission

  • [Fixed] Can't set the milestone when creating project related tasks from ticket

  • [Fixed] Wrong next reminder date on the dashboard widget

  • [Fixed] Batch update issue with some URLs

  • [Fixed] Custom field saving issue

  • [Fixed] Ticket list is blank in French language

  • [Fixed] File preview issue in mobile on ticket page

Version 1.0 March 28, 2016

...to

Version 3.8.1 January 03, 2025

(archived)

PreviousmyAgent+ (changelog)NextAccounting+ (changelog)

Last updated

Was this helpful?