TaskFlow Version 1.26

Release date

29 Mar 2020 

Base

• Added database vacuum module that clears client databases of old logs and unused data
• Added a module to track the execution time of all background cron jobs
• Added the ability to configure an automated action that can scrape any field
• Added the ability to send user notifications from automated actions
• Added an updated list of US and ZA holidays
• Fixed bug with background importer
• Fixed bug on export restriction module
• Both name and surname will now show in the followers drop down in the communication thread

CRM

• Ability to mass reassign salesperson on leads/opportunities
• Automatically update the expected revenue when quotes are created from opportunities

Voice

• Masked recording URL for increased security
• Improvements to the audio widget for call recordings
• Ability to mass reassign call schedules
• Fixed bug where AMI connection would break

Campaigns

• Ability to specify an IVR as the end-point for progressive dialler campaigns

Loans

• Added a loan transaction wizard where all transactions originate from
• Simplified the loan transactions view
• Decoupled loan from base accounting module
• Improved integration with the debit order module
• Improved generation of SACRRA reports
• Removed the full loan application process
• Removed the loan cashbox module
• Removed the transactions import module

Status (New!)

• Added Status module
• Ability to configure and track different statuses of individual agents

Helpdesk

• Reworked the inbox view and added a graph and pivot view for reporting
• Removed the "Create Ticket" menu item since new tickets can be created directly from the inbox few
• Added extra help descriptions to the Close and Pending popups

Technical release

• Base 1.27
• CMP 3.9
• HLP 1.10
• LMS 3.0

Code report

Modules affected