TaskFlow Version 1.18

Release date

14 Nov 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