Release date

01 Aug 2017 

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