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Release date

Base

  • Improved user security groups on various applications
  • Added surname field to a system user
  • Fixed bug where users could create new partner titles

User Interface

  • Improved styling on export screen
  • Improved styling on the domain selector screen

CRM

  • Added the ability to restrict sales activities to certain user groups

Voice

  • Added a new dashboard view showing an overview of the call centre
  • Inbound calls are now linked to queues
  • Extensions are now linked to a specific PBX
  • Call centre managers can now add/remove agents from inbound queues
  • Inbound calls are now matched to existing partners by default
  • User groups are now split into Agents, Team Leaders and Managers
  • Call teams can specify a team leader user
  • Fixed bug call transfers on Teleforge PBX
  • Fixed bug where agents were not forced to disposition calls that were transferred
  • Improved mobile device compatibility on the soft phone widget
  • Improved overall look and feel of soft phone widget (1)
  • Added a mic volume meter to the soft phone widget
  • Added the ability for the softphone widget to slide away
  • Improved CDR efficiency on Fox5 and Teleforge PBX
  • When doing group by's on calls, show average hold, ring and talk time
  • Show real-time statistics on inbound queues
  • It is no longer mandatory to link dispositions to a model

SMS (New!)

  • Added an SMS app where managers can see SMS usage
  • Added the ability for managers to view SMS inbox
  • Added the ability for managers to do SMS configuration
  • Added the ability for managers to edit SMS tempates

Email (New!)

  • Added an Email app where managers can see inbox, outbox and failed emails
  • Added the ability for managers to configure inbound/outbound email servers
  • Added the ability for managers to configure email templates

Campaigns

  • Fixed pie chart statistics on voice campaign
  • Fixed estimated time of completion calculation on voice campaign
  • Improved usability when choosing filters on new campaigns (2)
  • Improved voice campaign pickup algorithm
  • Stability improvements to SMS campaigns

Loan

  • Fixed bug when a non loan user tried viewing a customer

Project/Help desk

  • Fixed drop down fields on various wizards

Extra information

(1) Improved call widget

We've given a bit of thought to the design of the agent soft phone widget. Our goal is to continue improving the usability of the widget. We've added a few animations that will invite agents to use the widget.

Below are some before/after screen shots. The changes are clearly visible when making/receiving calls.


(2) Improved usability on campaigns

One of the biggest improvements we've made in this version is on the ease of creating new campaigns.

Technical release

  • CMP 2.8
  • Base 1.11

Modules affected

The following modules were affected and will be upgraded:

  • bank_avs
  • base_bank
  • base_partner
  • call
  • campaign
  • campaign_call
  • campaign_crm
  • credit_report
  • crm_partner
  • debit_order
  • loan
  • mail_extend
  • project_issue_partner
  • project_partner
  • report_taskflow
  • sms
  • web_char_domain
  • web_taskflow
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