TaskFlow Version 1.26

Release date

 

Base

  • Added database vacuum module that clears client databases of old logs and unused data
  • Added a module to track the execution time of all background cron jobs
  • Added the ability to configure an automated action that can scrape any field
  • Added the ability to send user notifications from automated actions
  • Added an updated list of US and ZA holidays
  • Fixed bug with background importer
  • Fixed bug on export restriction module
  • Both name and surname will now show in the followers drop down in the communication thread

CRM

  • Ability to mass reassign salesperson on leads/opportunities
  • Automatically update the expected revenue when quotes are created from opportunities

Voice

  • Masked recording URL for increased security
  • Improvements to the audio widget for call recordings
  • Ability to mass reassign call schedules
  • Fixed bug where AMI connection would break

Campaigns

  • Ability to specify an IVR as the end-point for progressive dialler campaigns

Loans

  • Added a loan transaction wizard where all transactions originate from
  • Simplified the loan transactions view
  • Decoupled loan from base accounting module
  • Improved integration with the debit order module
  • Improved generation of SACRRA reports
  • Removed the full loan application process
  • Removed the loan cashbox module
  • Removed the transactions import module

Status (New!)

  • Added Status module
  • Ability to configure and track different statuses of individual agents

          

Helpdesk

  • Reworked the inbox view and added a graph and pivot view for reporting
  • Removed the "Create Ticket" menu item since new tickets can be created directly from the inbox few
  • Added extra help descriptions to the Close and Pending popups

Technical release

  • Base 1.27
  • CMP 3.9
  • HLP 1.10
  • LMS 3.0

Code report

ReportResult
Coverage

65%

PEP81320
Pylint--

Modules affected

ModuleAction
assign_mixinInstall
base_attachment_s3Install if required
base_autovacuumInstall
base_cronInstall
base_partnerUpgrade
base_scrapeInstall
base_users_logUpgrade
callUpgrade
call_loan_applicationUninstall
campaignUpgrade
campaign_callUpgrade
campaign_call_crmUpgrade
crm_partnerUpgrade
date_statUpgrade
debit_orderUpgrade
debit_order_inteconUpgrade
debit_order_paym8Upgrade
helpdeskUpgrade
l10n_us_holidayUpgrade
l10n_za_holidayUpgrade
loanUpgrade
loan_applicationUninstall
loan_application_debit_orderUninstall
loan_cashboxUninstall
loan_cpaUpgrade
loan_debit_orderUpgrade
loan_importUninstall
mail_extendUpgrade
project_partnerUpgrade
sale_crm_extendInstall
search_mixinUpgrade
serverUpgrade
smsUpgrade
statusInstall if required
web_audioUpgrade
web_debrandUpgrade
web_notificationsInstall
web_taskflowUpgrade