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 / Whisper / Barge on agents (1)
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
(1) Ability to Listen / Whisper / Barge on agents
The images below highlights the difference between the previous and new agent status dashboard.
Remember that the agent status dashboard is no longer located in Campaigns → Reports → Agent Status. Instead, you can find it in the Voice application.
1. Listen
This feature is also known as "spying" on the current call. The agent and the client is unaware that the manager is listening in on the call.
2. Whisper
This feature is useful when training new agents. The manager can speak to the agent without the client being aware of anything.
3. Barge
With this feature the manager is capable of joining and taking control of an agent's phone call.