Release Notes:
Version #: 3.9 Build: 2039
Version Date: 2019-08-16
Updates/Fixes:
- Fix index issue after new user added and all contacts shared.
- Fix email to task bug- comments section contains html characters
- Phone extension GUI optimized.
- Click to dial now works from the company summary page panel.
- Contact duplicate warning skip if contact panel display as LastName+FirstName mode.
- Invoice will now display paid status.
Version #: 3.9 Build: 2019
Version Date: 2019-06-21
Updates/Fixes:
- Fix Advanced Search button.
- Summary Page default entity # Contacts 10, Companies 10, categories 5, project 5
- Add buy button on main menu. Change store URL.
- Add validation for Invoice payment, payment method must be selected
- Change rename document name edit mode background colour.
- Add CreatedBy, ModifiedBy, CreatedOn and ModifiedOn index/search to Company, Category and Project.
- Add Modified by To Contact Index.
- Add the probability field as a default column in the opportunity list view.
- Add Operation Index to every history table.
- Change embedded database file size growing policy, Limit database log file size growing.
- Fix restore backup with sql server database to different computer not working.
- Index Category Fields in Calendar.
- Update Softphone to allow desktop phone extension registration.
Version #: 3.9 Build: 1978
Version Date: 2019-04-24
Updates/Fixes:
- Rename Settings-Preferences- Contact/Company/Project from General->Auto Sharing.
- Change Task Workflow right click menu display to New Task Workflow.
- Add project and company hyperlink on contact, company and project summary page
- Add recent activities to project summary page.
- Fix Shared Calendar meeting tracking status not working properly.
- Fix after client restart the calendar changed occurrence save failed.
- Fix Import Task bug- start time and end time display wrong value after import.
- Fix bug when turn off schedule sync, manually sync not working.
- Fix email reply bug- email display garbled character.
- Send Email with embedded picture not working if there’s space windows user name.
Version #: 3.9 Build: 1967
Version Date: 2019-03-27
Updates/Fixes:
- Search result for project StartDate display as 1753-1-1 if no value. Now results will display as empty.
- Associate a probability to an opportunity stage.
- Fix project import issue that auto generates tasks.
- Display probability in opportunity list view.
- Fix Import Help spelling error.
- Support Frence spelling check.
- Fix create second Task workflow. The first task workflow’s assignee will disappear.
Version #: 3.9 Build: 1931
Version Date: 2019-02-26
Updates/Fixes:
- New task workflow featured added. Included in the advanced task add-on.
- Fix soft-phone hang up issue
- Fix within company form the set category link not saved.
- Fix Invoice change expired date and after save the expired date go back to created date.
Version #: 3.9 Build: 1916
Version Date: 2019-02-07
Updates/Fixes:
- Softphone crashing during launch fixed.
- QB online contact sync error fixed.
- New Letter on main menu ribbon displays template list instead of launching default template.
- Search for the special character “-” in search now supported.
- When creating a new contact from a company the default address added.
Version #: 3.9 Build: 1908
Version Date: 2019-01-30
Updates/Fixes:
- Fix Chinese character search not working well.
- Fix knowledge base URL in Getting Started form.
- Fix client update downloader.
- Tax Rate support 4 decimal number now
Version #: 3.9 Build: 1896
Version Date: 2019-01-18
Updates/Fixes:
- Add Invoice Signature to invoice.
- Fix calendar, task, opportunity time does not display am/pm in regions that use 24 hours.
- Fix invoice product display. Appears in wrong order when adding products to the Invoice.
Version #: 3.9 Build: 1885
Version Date: 2019-01-07
Updates/Fixes:
- Add Find button to duplicate list form
- Do not display records that only have first or last name In duplicate list form.
- Fix Dashboard load time and charts.
- Add bulk email template to Settings-Profile-Accounts-Bulk Email
- Open link using default browser fixed.
- Fix send/reply/forward email with embedded image not working.
Version #: 3.8 Build: 144
What’s New
- Activity Linking (new add-on)
- Link to Notes- emails, tasks, opportunities, invoices
- Link to Tasks- emails, notes, opportunities, invoices
- Link to Opportunities- emails, tasks, notes, invoices
- Link to Invoices- emails, tasks, notes, opportunities
- Notes Update:
- On/Off option to edit existing notes
- On/Off option to auto append Time Stamp
- On/Off option to auto append Modified By
- On/Off option to new notes in chronological order.
- Custom label notes with “Note Type”
- Activity Sharing:
- Share individual notes, tasks, opportunities and invoices.
Enhanced Activity List (notes, tasks, opps, invoices) View:
- Built-in search per list
- Column picker with drag and drop
- Built-in filter
Invoice Updates:
- Quick add product button within invoice
Enhanced Document Drag & Drop:
- Drag and drop functionality into contact, company, category and project entity document depot
- Drag and drop functionality into task and opportunity forms
Opportunity/Sale Updates:
- Right click on opportunity/sale to create new (notes, task, appointment, estimate/invoice)
- Improved opportunity layout
- Track opportunity pipeline history with user and time stamp.
- Improved document attachments
- Add and remove entity links
- Separate email and popup reminder selection
Task Updates:
- Improved task layout
- Improved document attachments
- Add and remove entity links
- Separate email and popup reminder selection
- Date and time fields separated into two fields
General Updates:
- Improved Getting Started page
- Sync Document Depot with all Depot Folders
- Include third email list “Both” (combines known and unknown lists)
- New email and website quick launch button added to summary page
- Field Label append “phone number, email, post address” removed
- Added “Set Contact” to company profile page
- Expanded Manadatory fields for both Contact and Company entities
- Allow grouping for all custom fields created