TaskFlow Version 1.19

Release date

Jan 26, 2019 

Base System

• Debug mode is now available to all users in the "About" dialog

• Ability for configurators to easily add PDF reports

• New BI module available in the "Dashboards" application

• Ability to scrape PDF reports received via email

• Remove the nationality field on contacts

• Ability to specify maximum number of results to return on the global search

• Fixed bug when creating a new contact from email with no name and surname

• Added the ability to send records to other TaskFlow instances

CRM

• Remove <style/> and <javascript/> tags from emails when extracting the email body and saving it in the description of the leads

• Remove additional number field - for existing customers the field will still be there

Helpdesk

• Track the date when a ticket was first assigned to a user

• Automatically create contacts from CC'd email addresses

• Better management of tickets going out of SLA

• Ability to create a customer from the ticket classify screen

• Ability to filter by "Today" and "This Month" on dashboard

• Fixed access rights bug when merging tickets

• Fixed bug on where the channel stat buttons weren't clickable

Insurance (New!)

• Added a new insurance module with support for credit life insurance

Loans

• Future paydates report will now only show active loans

• Ability to insert custom terms and conditions on loan contract

• Improved SACRRA reports and added SFTP transfer protocol support

Credit Report

• Ability to pull Business Enquiry Report via XDS

• Cleaner integration into XDS

Debit Order

• Cleaner integrations into Intecon, Paym8

• Fixed bug when trying to edit promissory intalments

Bank AVS

• Restructure menu items for better usability

Technical release

• Base 1.20

• HLP 1.5

• LMS 2.4

• INS 2.0

Code report

Modules affected