Andre de Kock (Unlicensed)
Release date
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
Report | Result |
---|
Coverage | 61% |
PEP8 | 1311 |
Pylint | -- |
Modules affected
Module | Action |
---|
api_teleforge | Upgrade |
api_xds | Upgrade |
bank_avs | Upgrade |
base_bank | Upgrade |
base_city | Upgrade |
base_lang | Upgrade |
base_partner | Upgrade |
base_pdfquery | Install if required |
base_xmlrpc | Install if required |
bi_sql_editor | Install if required |
credit_report | Upgrade |
credit_report_xds | Upgrade |
crm_partner | Upgrade |
debit_order | Upgrade |
debit_order_paym8 | Upgrade |
helpdesk | Upgrade |
loan | Upgrade |
loan_application | Upgrade |
loan_cpa | Upgrade |
mail_extend | Upgrade |
mail_tracking | Upgrade |
project_issue_partner | Upgrade |
project_partner | Upgrade |
web_taskflow | Upgrade |
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