TaskFlow Version 1.26

Release date

Mar 29, 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

Open

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