TaskFlow Version 1.16

Release date

15 Aug 2018 

Base System

• Better error message on the export dialog
• Ability to mass delete records in the background

User Interface

• Fixed the download button when viewing unknown file types in mail attachments

CRM

• Ability to completely disable drag-and-drop on the sales pipeline kanban view
• Added a new report for sales pipeline stages
• Hide "Internal Notes" tab from the portal user
• Added opportunity weighted revenue field to standard reports

Voice

• Phone numbers now have an SMS icon that will launch a pre-filled SMS screen
• Added settings on the call disposition screen and improved naming on the current settings
• Added settings to call extensions and notify the widget of modifications to the settings
• Added new graphs to the call team dashboard
• Link all calls to a contact, even if the call was dialed on an opportunity, task, ticket or issue
• Agents can now schedule calls outside of campaigns and also even if the Campaigns app is not installed
• Managers can now specify the available dispositions per inbound queue
• Managers can merge dispositions instead of having to archive them
• Ability to disable recording link being displayed on the communication thread
• Use AMI to go in and out of DND mode instead of using the feature code
• Use the P-Asserted-Identity SIP header to better transferred calls number identity
• Use the X-Queue SIP header to better link inbound calls to queues
• Various improvements on the phone widget history and reschedule tab
• Agents will receive a notification for overdue call schedules
• Improved phone widget mobile compatibility
• Better call log end reasons guesses
• Various performance improvements and bug fixes

Campaigns

• Campaigns can now manage multiple numbers
• Create favourite filters for each campaign to easily search for records in the campaign
• Various UI and performance improvements on the campaign dashboard
• Various improvements on the campaign form view
• Added priority dialing settings to campaigns in preparation for our future development on multi-campaigns
• Added Lead/Opportunity analysis report which bridges the gap between leads and campaign stats
• Improved garbage collection of old campaigns and stats (stopped campaigns will now be deleted automatically)
• Agents are now able to make click-to-dial calls while inside a campaign
• Removed dispositions menu item since everything is set up in the Voice app
• Removed need for "Auto Dispositions" when setting up campaigns
• Various other performance improvements on campaign loading speed, pickup speed, campaign queue
• When leaving campaigns, agents can now click on the "Leave & Logout" button

Project Management

• Added task weight
• Show overall project completion

Help Desk

• Added "Last viewed by" to tickets

Credit Report

• Ability to run Company Credit Checks through Compuscan

Technical release

• Base 1.17
• CMP 3.0
• CMP 3.1
• SMS 1.2.2

Code report

Modules affected