TaskFlow Version 1.23

Release date

18 Sep 2019 

Base

• Added US country and cities to all existing and future installations
• Ability to clone database tables from external database sources
• Improvements on the report conversion from OpenOffice to PDF
• Show warning message if models have no access rights configured

User Interface

• Added a color picker widget for use on any form view
  
• Improved icons for failed, sent and read emails on the communication thread, plus major speed improvement in loading the communication thread data
  

Helpdesk

• Fixed traceback on helpdesk dashboard if no tags or types have been set for the period
• Spam tickets will no longer be taken into account for any data displaying on the dashboard
• Added extra help text on channel form view to guide users during setup
• Ability to choose email template on the pending reason to automatically send email when moving a ticket into pending
  
• Ability to link tickets to multiple tasks instead of just one task
  

Text Message (old SMS)

• Configure globally a text message character limit

Campaigns

• Fixed traceback when generating campaign statistics
• See agents currently logged in on campaigns on the kanban and form view
  

Voice

• Log all abandoned calls from inbound queues in the database (new end reason "Abandoned" has been added to call logs)
• Fixed incorrect "Abandoned Calls" counter on the voice dashboard which is now based on actual call logs
• Fixed traceback when rescheduling calls from the agent widget
• Fixed traceback when SIP phone is not installed and a phone number is clicked

Debit Orders

• Added a "Sent to Bank" state to all the instalments to indicate when instalment has been sent to the bank
• Added extra check to ensure that only draft instalments are sent to payment providers (avoids duplicates)
• Added ability to resubmit debit orders through a button on the instalment
• Added ability to cancel a single instalment through the edit button on the instalment
• Added extra fields to a promissory to track the amounts/counts of remaining, completed, and failed instalments
• Improved list views (with colors indicated states) and search views all over
• Fixed bug where Paym8 does not accept company names with digits in the name

Loan

• Added settlement discount field on loans
• Added loan progress bar to the loan list and form view
• Added a daily repayment schedule to loan product
• Added fixed instalment calculation to loan product
• Added initiation fee collection strategy to the loan product
• Added the ability for user to print/email loan statements for all active loans
• Added modules that will track South African and US public holidays and incorporate them in the payment schedule calculator
• Added the ability to hide the different collections (interest, insurance, admin, and initiation)
• Improved user interface on the loan to easily see active and past debit orders
• Improvement in the calculation speed of new payment schedules
• Improvement in the calculation speed of overdue loans in the loan book
• Fixed various rounding issues across the application
• Fixed traceback on compound interest calculation on the loan product

Technical release

• Base 1.24
• HLP 1.8
• CMP 3.6
• LMS 2.6

Code report

Modules affected