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Release date

 

Base system

  • Added the ability to see a global view of user logs and generate reports from them
  • Added the ability to search membership on mail channels
  • Users have to type at least 15 characters before submitting a support request
  • Fixed bug when trying to filter system users by online status
  • Removed partner tags from partner list view

User interface

  • Added the ability to upload your own favicon
  • Added the ability to choose your own primary and secondary colours
  • Fixed company logo width in the about dialog
  • Fixed pivot view spacing when there is no data to display
  • Fixed styling in the web site live chat application's test URL display

Portal

  • Fixed incorrect variable in the email template sent out when inviting portal users
  • Removed SMS button for portal users
  • Removed project task/issues actions for portal users

Sales

  • Remove lead tags from leads list view

Help desk

  • Hide round robin settings for projects that only use tasks

Voice (old Call Centre module)

  • Split inbound and outbound calls into separate reports
  • Added ability to track from which queue an inbound call originated
  • Added ability to track agent online/offline/dnd states in the user logs
  • Added ability to Listen 1 / Whisper 2 / Barge 3 on agents
  • Added ability to disposition historic calls from the agent widget
  • Added ability to search by call ID across the entire system
  • Fixed bug where call recordings were not being attached to transferred calls
  • Fixed bug on TaskFlow/FOP2 barge/whisper/listen functionality
  • Fixed bug when trying to make a call on a partner contact or system user directly
  • Fixed bug when deleting dispositions the disposition data on historic calls is also lost
  • Removed all deprecated code from the old agent call widget
  • Removed customers, vendors and leads from the Call Centre app - use the Contact and Sales app instead

Campaigns

  • Added a pie chart view on the campaigns dashboard
  • Added estimated time to completion on the campaigns dashboard
  • Added outbound number randomisation to campaigns
  • Added ability to mass reassign campaign stats to a different agent
  • Added ability to mass reset campaigns stats to be called again
  • Added extra audit logs to campaign stats
  • Fixed bug where outbound CID from campaign was ignored
  • Removed the agent status dashboard - go to the Voice app instead

Loan Management

  • Only show active loans where the customer is the owner when consolidating loans
  • Allow tellers to continue past the bank account verification step if the bank account is verified
  • Create an employer if they do not exist in the system after a credit check
  • Better error message when no journal is selected on the payout step

Technical release

  • CMP 2.7
  • Base 1.10

Modules affected

The following modules were affected and will be upgraded:

  • api_fox5
  • api_teleforge
  • base_partner
  • base_users_log
  • call
  • call_crm
  • campaign
  • campaign_call
  • crm_partner
  • loan
  • mail_extend
  • project_issue_partner
  • project_issue_round_robin
  • project_partner
  • web_multi_company
  • web_taskflow

Extended information

Listen 1

The manager is capable to listen to the agents calls

Whisper 2  

The manager is capable to speak to an agent without the client hearing

Barge 3

The manager is capable of joining and taking control of an agents phone call

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