Added two new selections to marital status (Married common law, Widowed)
Added ID number field to "Contacts & Addresses" dialog
Added the ability to edit email templates using the HTML code view
Order import batches by creation date showing the newest imports first
Rename the "Internal Notes" tab to "Comments" on partner form view
Removed the ability to choose an address type on a company partner's contacts
Fixed bug when adding a related company on a partner the form doesn't default to company
Fixed bug when adding an address on a company with the name field left blank
Security: Only admin user may edit the admin user's password
User interface
Added a link to our TaskFlow wiki in the user preferences menu drop down
Added an "About TaskFlow" dialog showing your current TaskFlow version with a link to the release notes
Sales
Added the ability to configure required documents in the sales pipeline (1)
Project management
Added the ability to merge tasks
Added the ability to bulk assign tasks to a certain user
Help desk
Added the ability to merge issues
Mass mailing
Added the ability to edit mass mailing campaign templates using the HTML code view (2)
Call centre
Added a new field on a call log which stores the call context (keypad, click-to-dial, campaign or inbound)
Feature code calls do not have to be dispositioned by an agent
Removed call accept date and end date fields (3)
Fixed bug where a call can't be made on a partner if the partner is linked to a system user
Fixed bug where a call could not be opened because the record it's linked to got deleted
Fixed bug where the user got a traceback when dispositioning an inbound call on a campaign contact, project issue or loan application
Fixed bug where if the browser and server time is different the ring time has unexpected values
Fixed bug where agent widget could not reload if multiple tabs are open
Campaign manager
Fixed bug on campaign dashboard line graph
Fixed campaign items counter on agent widget
Fixed access rights error on scheduled calls retrieval from the database
Debit order
Integration with Intecon's MPOS device which allows for AEDO payments to be authorised
Insurance (New!)
Ability to create insurance quotations
Ability to accept/decline quotations
Ability to manage insurance policies
Ability to mass activate insurance policies
Ability to manage insurers, products and product categories
Ability to create insurance quotations from sales opportunities
Extended information
(1) Required documents
To configure required documents in your sales pipeline, you can go to your Sales Dashboard, click on "More" on the desired sales team and click on "Settings". The sales team form view now has an extra tab called "Required Documents" where you can configure the type of document and the minimum stage the document has to be uploaded by.
(2) Mass mailing code view
To activate the code view, create a new mass mailing campaign and click on the "Code" logo. This allows you to edit your mass mailing campaigns HTML code directly.
(3) Removal of accept date and end date
The purpose of these two fields was to use them when calculating the ring time and talk time of a call. We have since found a better way to do the calculation (this was part of the browser server time-zone bug) and have decided that these two fields are redundant. If you would like to calculate the accept date and end date you can export your calls and calculate them by using the create date, ring time and talk time.