TaskFlow Version 1.18

Release date

(Planned for 10 November 2018)

Base System

• Ability to configure post events to certain
• Demo instances will now be preloaded with demo users for each of the applications
• Share extra information to our support server when sending a traceback email
• Added a "Logged in this month" filter on system users

User Interface

• Stability and interface improvements on the iFrame view
• Small improvement when searching for records on a many-to-one field

CRM

• Improved integration with third-party CRM via iFrame view
• Added Facebook page to lead integration module
• Easily move multiple leads/opportunities to different sales pipeline
• Option to automatically choose next activity on opportunities
• Ability to map inbound emails to fields on the lead/oppotunity

Debit Order

• Tighter integration into Paym8 API (ability to edit instalments and turn on tracking)

Voice

• Ability to create leads/opportunities from abandoned calls

Campaigns

• Added stat buttons back to campaign form view
• Moved the "Agents logged out report" to the Voice app

SMS

Helpdesk

Project

• Hide the "Tasks Completed" percentage if the project doesn't use tasks
• Remove task "Weight" in favour of using the "Planned time" field
• Show list of tasks in the portal view if the portal user is assigned to tasks
• Hide the "Work completed" column in the list view if the Time Sheets app is not installed

Technical release

• Base 1.19
• CMP 3.3
• HLP 1.4
• SMS 1.3

Code report

Modules affected