TaskFlow Version 1.16

Release date

 

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

ReportResult
Coverage60%
PEP81301
Pylint8.32

Modules affected

ModuleAction
api_compuscanUpgrade
base_licenseUpgrade
base_phoneUninstall
base_users_trackingInstall
boardUpgrade
calendar_extendReinstall
callUpgrade
call_crmUpgrade
campaignUpgrade
campaign_callUpgrade
campaign_call_crmInstall if required
campaign_crmUpgrade
campaign_smsUpgrade
credit_reportUpgrade
credit_report_compuscanUpgrade
crm_documentUpgrade
crm_partnerUpgrade
crm_stage_trackingInstall if required
helpdesk_trackingInstall if required
mail_extendUpgrade
portal_crmUpgrade
project_partnerUpgrade
web_mass_deleteInstall
web_phoneInstall
web_debrandReinstall