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Release date

(Planned for 15 January 2019)

User Interface

  • Ability to colour a cell in the list few based on a condition

Base System

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Base System

  • Debug mode is now available to all users in the "About" dialog
  • Ability for configurators to easily add PDF reports
  • New BI module available to configuratorDebug mode is now available to all users in the "About" dialogin the "Dashboards" application
  • Ability to scrape PDF reports received via email
  • Remove the nationality field on contacts
  • Ability to specify maximum number of results to return on the global search
  • Fixed bug when creating a new contact from email with no name and surname
  • Added the ability to send records to other TaskFlow instances

CRM

  • Remove style and javascript tags from emails when creating new leads

Voice

  • Live track if extensions are online/offline and busy with a call
  • Create records from abandoned calls on inbound queues
  • Live track events on inbound queues
  • Show the campaign and callback time on the mail communication thread
  • Better management of call recordings

Campaign

  • Added voicemail detection and auto call origination (a.k.a. progressive dialer)
  • Remove additional number field

Helpdesk

  • Track the date when a ticket was first assigned to a user
  • Automatically create contacts from CC'd email addresses
  • Better management of tickets going out of SLA
  • Ability to create a customer from the ticket classify screen
  • Fixed access rights bug when merging tickets
  • Fixed bug on where the channel stat buttons weren't clickable

Insurance (New!)

  • Added a new insurance module with support for credit life insurance

Loans

  • Future paydates report will now only show active loans
  • Ability to insert custom terms and conditions on loan contract
  • Improved SACRRA reports and added SFTP transfer protocol support

Credit Report

  • Ability to pull Business Enquiry Report via XDS
  • Cleaner integration into XDS

Debit Order

  • Cleaner integrations into Intecon, Paym8
  • Fixed bug when trying to edit promissory intalments

Bank AVS

  • Restructure menu items for better usability

Technical release

  • Base 1.20
  • CMP 3.4
  • HLP 1.5
  • LMS 2.4
  • INS 2.0

Code report

ReportResult
Coverage--61%
PEP8--1311
Pylint--

Modules affected

ModuleAction
api_teleforgeUpgrade
api_xdsUpgrade
bank_avsUpgrade
base_bankUpgrade
base_cityUpgrade
base_langUpgrade
base_partnerUpgrade
base_pdfqueryInstall if required
base_xmlrpcInstall if required
bi_sql_editorInstall if required
credit_reportUpgrade
credit_report_xdsUpgrade
crm_partnerUpgrade
debit_orderUpgrade
debit_order_paym8Upgrade
helpdeskUpgrade
loanUpgrade
loan_applicationUpgrade
loan_cpaUpgrade
mail_extendUpgrade
mail_trackingUpgrade
project_issue_partnerUpgrade
project_partnerUpgrade
web_taskflowUpgrade