TaskFlow Version 1.18

Release date

Nov 14, 2018 

Base System

• Ability to configure posting data to HTTP end points via a server action

• Demo instances will now be preloaded with demo users for each of the applications

• Share extra information to our support server when sending a traceback email

• Added a "Logged in this month" filter on system users

• Ability to edit export templates

User Interface

• Stability and interface improvements on the iFrame view

• Small improvement when searching for records on a many-to-one field

• Better naming convention on the global search view

• Ability to auto refresh list views

CRM

• Improved integration with third-party CRM via iFrame view

• Easily move multiple leads/opportunities to different sales pipeline

• Option to automatically choose next activity on opportunities

• Ability to map inbound emails to fields on the lead/opportunity

Debit Order

• Tighter integration into Paym8 API (ability to edit instalments and turn on tracking)

Campaigns

• Added stat buttons back to campaign form view

• Moved the "Agents logged out report" to the Voice app

• Improvements on the campaign form view

SMS

• Store SMS disposition on messages

• Ability to automatically stop SMS campaigns once they are done

Loans

• Fixed traceback when installing the loan application module to a new database

Helpdesk

• Ability to automatically mark tickets as spam if the email address has been added to a blacklist

• Show the ticket number and subject in all notification emails

• Ability to merge followers when merging tickets

• Ability to view dashboard per helpdesk channel

Project

• Hide the "Tasks Completed" percentage if the project doesn't use tasks

• Remove task "Weight" in favour of using the "Planned time" field

• Show list of tasks in the portal view if the portal user is assigned to tasks

• Hide the "Work completed" column in the list view if the Time Sheets app is not installed

Portal

• Fixed access error when the user tracking module is installed

• Hide the "Internal Notes" tab on the lead and opportunity form view

Technical release

• Base 1.19

• CMP 3.3

• HLP 1.4

• LMS 2.3

• SMS 1.3

Code report

Modules affected