August 13th 2024
New
Improved
Fixed
File Management Module:
Introduced a comprehensive file management system that allows tenants to manage files effectively. Key functionalities include:
Uploading files and creating folders.
Assigning permissions to files and folders.
Sharing files with partners, who can access the files only shared with them.
This module can be enabled for both partners and tenants, providing flexible file sharing and collaboration.
Mass Mailing Module: Added a mass mailing module that enables tenants to send bulk messages triggered by timeline events of partners. This module can be activated if tenants require mass communication capabilities. Users can select specific roles (e.g., Sales, Management), and the system will send targeted messages to the appropriate groups.
New Columns in Lead and Partner Lists: Enhanced the lead and partner lists by adding new columns that display:
The number of days since the last lead/partner update.
The number of days since the last status or stage change of a lead.
Sorting and filtering options based on these new columns
Module Activation for Partners: Updated the module settings to allow enabling partner modules without triggering an edit lock on the module configuration page. This enhancement provides more flexibility in managing partner-specific modules.
Partner Edit Popup:
Fixed an issue where the partner edit popup would trigger when there are no officess added.
Polish Language Labels:
Corrected various labels in the Polish language.
Timeline Role Assignment:
Fixed the timeline event to improve the margins within it, resulting in a more consistent layout.