Release Notes

2021

August
    What's New
  • Turkish Translation Updated

  • Provided an easy way to record a call in chatter

  • CRM Activity report now discards incoming emails to prevent the initial email that created the lead itself being counted

  • Company currency fields name has been changed

  • Invitation send from calendar now rendered with buttons accept/decline/tentative on email clients like Outlook, Gmail

  • The transportation button's icon has been changed

  • Added Archive feature for custom models

  • CloudOffix now parses calendar event invitation responses from ics

  • Now, if there is a logged-in user set it as the author in a message post from the website

  • Send Timesheet Journals to Customers now works every 2 hours. Sends out 25 emails per run

  • Added custom filter UI auto closes on every click on Windows Chrome platform

  • Parsing ical (ics) responses were improved. Now, supports multiple email addresses into the field, no more requires the sender email same with the attendee email, and supports multiple attendees entries

  • Microsoft Teams integration

  • Now, Log a call button only appear on the screen which has a schedule activity feature

  • Added Advance Salary module

  • Added new menu is added for going back to the calendar from settings UI

  • Added an option to arrange the order within the checklist tab on the task

  • Calendar event email templates updated for Microsoft Teams integration

  • Included ISP names for bot detection mechanism

  • Page tracking relates the page visit with a wrong partner

  • Some Security Updates

  • Added a new checking logic only user's related company on LDAP

  • "Join Meeting" link in the calendar invitation mail was rendered as a button instead of a plain link for more visibility

  • Zoom integration

  • Zoom Webinar integration for Event module

  • Changed the appearance and name of the send mail button in calendar

  • A new source type for Turkey IYS consent has been added IYS_WEB_YENI

  • webinar_url now displayed with url widget to prevent very long lines

  • Mailgun sometimes fails to send an email to a legitimate email address. Now, it counts two consecutive permanent_fails before marking the email as invalid

Fixed
  • Error when creating a view

  • Error when importing Mail

  • Now, creating leads from non-Live Chat pop-ups is prevented

  • Authority problem in Surveys

  • An error when upgrading a Calendar module If a new field is added to the calendar.event model

  • Submitting a lead form on the frontend may not auto-create a partner

  • Some symbols are missing in 'activities' on notifications

  • Favorites menu closes unintentionally when selecting the text in the name field

  • Every calendar event update causes a new calendar entry on the partner's calendar

  • Unrouted emails being generated as a result of the rare occasion where the attendee clicked on both the accept button and link that came in GMail; or the calendar invitation was received twice

  • goal_type error while starting appraisal plan

  • Broken partner search in daily visitors page

  • Support menu on the frontend resets its position on every upgrades

  • After dissociating a partner from the page visit form, the browser refreshes, and the main menu disappears

  • Reset password error


July
    What's New
  • Removed email hub chat channels on Mail Channels

  • Website made with CloudOffix banner for all footer

  • Added ‘message_importance’ field for the degree of importance to use only in Outlook

  • TR Translation Updated

  • Now Related partners of users cannot be merged

  • The number of emails sent is now included in CRM activity reports

 Fixed

  • None type found error if the customer did not select all options on communication permissions

  • Writing cc partners to the notification after sending a reply mail with cc partners on Helpdesk

  • Prevents exceptions on accessing obsolete models fields

  • Fade in right/ Fade in left animations causes a horizontal scroll bar on the whole page

  • General counting problem on Paging (list, kanban, etc.)

  • In reports, in foreign currency documents, the amounts were divided by the exchange rate twice problem

  • When a user approves a leave a second time in kanban view an incorrect warning appears on the screen

  • The color problem in dashboards

  • The currency rate source resets itself after a while

  • 'Send Message' could not be translated when the language mode is Deutsch

  • The error occurs on advanced search in Users list

June
    What's New
  • IYS module enhancements

  • Added an ability to create meeting from tasks / projects

  • Now customers can select their SMS provider via General Settings/Settings and removed sms credit mechanism

  • Now Helpdesk Ticket stages are updated by the category field

  • Ticket stages are now filtered out when they are displayed on the kanban according to their availability for the selected category

  • When all tickets are selected in the menu, ticket kanban now shows all possible states

  • Communication preference improvements -added a flow for after approval. We now send a link to the customer for letting them update their permissions later on

  • Attachments in private messages are now visible only for mentioned partners

  • Now the user has a parameter that the user can specify max retry count on a cron job. Cause if it fails,  it automatically retries 5 times before moving the batch under failed jobs directory.(this parameter is 5 times for mass mailing)

  • Improvements on loading speed for mass mailing kanban

  • Only the leave types (and their colors) used in the report of leaves by the department have been listed below the report

  • Turkish translate file has been updated

  • Activities that are marked as private will be hidden on the chatter for the non participants and If the private activity is a meeting, it still will be listed on the company calendar to show the participants will not be available during the activity

  • More meaningful error message when a dox report does not have a template set

  • Now the user can be able to cancel the subscription when the quotation is canceled if the subscription has not started

  • Added this year and last year filters and validation before sending surveys on Appraisals

  • Removed the View Subscription button in the renewal email template, because the template already has a link for subscription

  • The Reply-All button has been removed from the Support View

  • Managers can delete leaves now

  • Now, When the user tries to drag the subscription and drop to the closing stage it asks the closing reason on popup

  • The code editor under the domain editor now only visible for settings users

  • When support ticket link is broken, now redirecting to the new not found page

  • Firstname and Lastname fields have been set in Employee form when the user selects the resource as the first action

  • Added partner filter to opportunity list in create opportunity and upsell form

  • Added missing create button on Leave kanban view

 Fixed

  • A problem causes by support ticket SLA Cron when a new DB is creating

  • An error caused by Project Report/Task Analysis Field types were declared wrong

  • Settings menu on the Support dashboard kanban is now bound to support manager security group

  • An error on updating a partner with a empty phone on IYS

  • Consistent ir_module_module not found errors after maintenance on the cloud platform provider

  • Audit Trail records taken before 180 days are deleted with a cron job repeatedly. Recently, the cron job failed because there is too much data. As the records continued to accumulate, there were slowdowns and disruptions in the transaction flow. An improvement has been done in this point

  • Sending reminder emails for subscription renewal

  • An incorrect summaries on the list view after making a range selection

  • A record rule error when a private mail activity is linked to a recurring calendar event

  • An error occurs when a user clicks Send to IYS button

May
    What's New

  • Added a new feature to allow to save old versions of views to turn back the previous versions

  • Added a new feature to versioning for blog content keeps last 50 versions of a blog post

  • Added a new feature if the selected partner email is invalid while sending mail, a warning is added before sending on mail compose forms.

  • Activity has been added to the view. User should be able to update order lines if quotation has been created for upsell on Subscription

  • Now All users are able to create text snapshots

  • Added time type into consideration while computing leaves

  • A new function for docx format_float supporting multiple locales

  • Adds two functions for scripting environments. date_to_string, string_to_date

  • Lead Automation work items now has a new condition action type, "postpone 1 day"

  • Lead Automation work items now has a new condition type; domain condition

  • A new module for HR customizations

  • Added activities for employee

  • Added a new flexible data model Ileti yonetim sistemi for Turkey (IYS)

  • A warning for system administrator. If it's a fresh db sync client will be ignored. System admin now receives a notification if they try to do a manual sync client

  • Added cc separation from to addresses on Sales

  • Performance improvements on removal of alias emails from follower lists

  • Added a control that raises an error when the user tries to export more than 65535 records

  • Better active user detection

  • Added database count on the partner form

  • IYS Proxy implemented and better error handling for Send single, send multiple requests

 Fixed

  • The problem when the ordered quantity changes, the price returns to the original price

  • Department report error on Leave

  • Custom states may not be shown on the listview properly on rare cases

  • Getting an authorization error when a user without subscription authorization wants to make changes to the invoice

  • Changing page name from the frontend causes some part of the page fail to render

  • On a Workflow, non latin characters in a state label causes invalid state tech names generated

  • Solve overflowing blog titles on main blog listing page

  • The catchall alias has been added to the followers

  • Weekend deduction computation

  • An error occurs while getting default project id

  • Display name problems after validation on Leaves

  • An error when selecting an "in range" filter on a domain editor after 'is set' condition

  • Prevents currency rate source resets to none

  • Cloudoffix livechat’s translate now properly affects the UI

April
    What's New
  • Upsell confirmation buttons caption changed on Subscription Module

  • Deprecated fields removed from measures fields in entire pivot views

  • Added ability to approve leaves and allocations as manager even if the user does not have officer permission

  • Added many new features to improve on Html Form builder

  • No more bouncing email to catchall address on an unrouted mail arrival

  • Mail forwarding to another alias

  • Processing Support for a new sent to two alias at the same time

  • Dashboard KPI number format now respects the user language

  • Pivot View upgraded

  • Added annual recurring revenue field on Subscription

  • Added the warning when user select a product with a different template on Subscription

  • Paddings for table cells on pivot view

  • Do not send a message if there is even one valid email card

  • Send ticket close mail and survey only once

  • Added job application button on contact card

  • Added ability to change import test run max records

  • Added a maximize button on the modal popups

  • Only main tasks should be added to the calculations of total number of tasks

  • No-stored now can be a measure field for a pivot

  • The names of the folded states and Headers in the list view are also visible when the user scrolls down

  • cc partners field definition has been changed on contact card support ticket page. Even if the e-mail address was written, it did not appear in the mail form

  • Disabled maximize button for the dialogs on frontend

  • Email validity check improved

  • Portal-Custom url support for blog pages

  • Send timesheets to the customers periodically (weekly, monthly)

  • Popup Compose message may raise an error when there is an active domain

  • Added ability to create journals as draft

  • Added ability to remember last options on the popup wizard

  • Quotation made up of upsell or renewal have been opened in edit mode on Subscriptions

  • Added attach button on Subscription

  • Hide reply and forward buttons for notes on the chatter

  • Added a feature to install Subscription Module under sale settings

  • Added a new feature to move fields quickly

  • Added HTTP methods and some other enhancements to api methods

  • Added domain filter for organization chart to allow filtering out some subordinates

  • Added groups to the job_application_count field

  • Added New payment gateway called iyzico

  • sale_payment_iyzico bridge module for adding product details into iyzico request (this helps the customer determine which tx made for which product on the iyzico console)

  • Latest Blog Post snippet now renders custom URLs if any specified

  • Mail tracking icons are changed. Sending icon is now a single check mark, delivered icon is now double gray check mark

  • Added custom date filter allowing selecting a date range quickly

  • Added new domain operator support to the domain editor

 Fixed

  • 'Field already added' error on adding a field on a different location after removing it from the previous location

  • The access error when manager user changes the tax display in settings on Sale

  • An exception occurs on creation of a new api endpoint

  • Half day computation on Leaves

  • Update timezone library (Turkey timezone info was wrong)

  • Permission error on creating project tasks

  • Return date computation on Leave

  • The stock amount is shown as 0 in the kanban view even if the user enters stock for a product

  • Invoicing period field on Subscription

  • Empty team id settings was causing an error on support team login

  • Visual glitch while adding columns/rows on a pivot view

  • A bug for hiding description if the user is manager of the employee

  • When there are sale order containing the multiple products matching the product name filter, pivot show incorrect numbers

  • The issue that is after unconfirmed tx deletion, there was no way to continue shopping for the user

  • Customized created method existence check executed on the wrong object

  • Action-confirm error when create opportunity setting is enabled

  • Subscription link added to chatter when the opportunity is added to upsell or renewal quotation

  • Error creating lead for user with employee access in Page.visitor model

  • Working hours return to default settings after some time

  • Access error for subscription in contact form

  • Approving other leave types then employee crashes

March

    What's New

  • Replies received for a private message also imported as a private message in chatter

  • Recently seen messages feature has been added to Discuss Module

  • Latest drag-drop target module

  • Image resizing module for website-frontend

  • New signup form for getting started with CloudOffix in one step.

  • New UI for more the warnings and errors. 

  • New UI for email settings

  • Brand new Subscription modules and UI

  • Moving a lead on the Kanban to the lost column now asks the reason

  • Upsell ability for the Subscription module.

  • Advanced searches. (Ability make deep searches on any records)

  • A new logic for prevention endless email loop when the receiver and the sender is same.

  • ReCAPTCHA v3 integration. Silently eleminates the form submit robots

  • A new UI for warning the user when they try to send an email over 20mb.

  • New visual theme for the partners page

  • An admin now can see the registreed devices of the users via User and Groups interface

  • A new Kanban UI for subscriptions. (With drag drop support)

  • Job applications on the web site now has a better SEO support

  • Support pages now has a better SEO support

  • Multi currencies for subscription payments

  • Ability to create tickets/leads by forwarding a message from a chatter

  • Logging optimizations for better monitoring the system

  • Dashboards now support different number formats for different locales 

  • A better logic for ticket auto-close. 

  • Translations and Internationalizations improvements 

  • SMTP email configurations is removed.(CloudOffix already handles outgoung emails natively)

  • CloudOffix now can keep track of user export activities.

  • 360 Degree Employee Evaluation - Performance Management System released.

  • New fancy animations are added to our website designer.

  • Support for half day leaves

  • Wide range of new device supports are added for our ios client including iPads

  • A new tool for Optimizing and compressing Images on the Website

  Fixed

  • Notify Users about new Survey input action

  • Access error when ticket created from live chat

  • Follow/unfollow glitch on the chatter

  • Tax discount calculations on vendor invoices

  • Distorted view when the users' names are too long has been fixed with ellipsis quotes

  • Leave form UI re-designed

  • A visual glitch when there are many tabs and columns on the employees added by customizations

  • Admin panel bug fixes and improvements

February

    What's New

  • Does not open a simple pop-up form on Contact Child form

  • Improvements on Support Ticket

  • Added timesheet records to the merge operation on Support Ticket

  • Added private messaging through chatter by tagging the recipient while in an existing conversation in the chatter

  Fixed

  • Now, when the user adds a link in chatter, where it goes can be  seen by the user in breadcrumbs sequence

  • Added missing security rule for allowing the regular admins to sync the servers

  • Adding someone in timesheet managers groups doesn’t cause them to be added in Employee-officers group anymore

  • Pasting an image from a clipboard might paste twice on some browsers/operating systems

  • Mass mailing contact edit error

  • Permission error on new ticket

  • Broken UI on a popup when the resolution of the device is between 768px-1024px

  • Reopen problem of the closed ticket on Support Ticket

January

    What's New

  • New Kanban Design

  • Improvements on Admin Panel Module

  • Added Lead/Opportunity Button on Contact to show related record

  • Added a new feature that allows user to give special Labels for fields on Admin Panel

  • Creating leads from web site visitor feature now works with the new DB model

  • Adds document requirement for certain leave types

  • Added page visits button on Lead/Opportunity to show related record

  • Added a new feature “Find Duplicate Emails” under Contacts

  • Added working time on employees and calculated automatically

  • Now detects which partner has sent the reply for the ticket and updates the state of the ticket accordingly on Support Ticket

  • Added holidays fetcher

  • Better performance for mass mailing in kanban view

  • Added Groups, access rights, registration rules on the user cards as boxes

  • Now system sends a mail message to assigned user when activity is created

    Fixed

  • Same Report Name Problem on Leaves Module

  • Idle time measurement

  • Quiz Score Calculation on Survey Module

  • The wrong format occurs when the ‘from’ field in emails has at least one Turkish Character on Mass Mailing

2020

December
    What's New
    Fixed

  • Typographical error

  • Read more functionality

November
    What's New
  • Added Support Ticket Forward Email Template

  • Added QR Code, and image by URL capabilities for Docx

  • Submit Form Revamped

  • Added “Allowed Users” feature on Support Ticket Category

  • Re-designed User Technical Settings View

  • Added “See Customer Satisfaction” menu item on support dashboard 

  • Added new feature to count the amount of hours spent by the user on Support Ticket

  • Added new feature to convert daily visitor(s) to leads

    Fixed

  • SMS credit decrement error

  • An error when creating a new user during LDAP login

  • Processing mail delivered events

  • Prevent mixing apples with oranges warning when there is a workflow working on support tickets

  • A support help-page being displayed empty when there is no translated version of it for the selected language

  • Broken buttons on the top of the partner card.

  • E-mail information overflowed kanban view.

October
    What's New
  • Added a new feature to allow click many2many field with tag widget to open related record

  • Added Data center selection on signup form

  • Created a new SMS Module

  • Improvements on Support Ticket Module

  • Improvements on 360 Degree Module

    Fixed

  • An error about creating tracking links

  • Fixes an error on editing web page

September
    What's New
  • Added survey question comment mandatory according to condition

  • Added tooltips to surveys

  • Added average score calculation for surveys

  • Per seat licensing model

  • Chat improvements

  • Added a new feature to see the related purchase, if it exists, on Sales 

  • Gantt chart improvements

  • Project milestones improvements

  • SaaS improvements

  • Improvements on page view tracking


    Fixed

  • Prevents an unintentional email to be sent on the feedback of a meeting

  • UI glitch on the invoice form

  • Working day counter on Project

  • ie11 error on event signups

August
    What's New
  • Added a new feature on Survey Module to allow assigning the responsible user to every single survey

  • Added Sign Up with Google account feature 

  • Added the new ability to install/uninstall demo data via a button on the top bar

  • Added Quick Create Feature

    Fixed

  • Tapping on an android notification didn't bring the app to the front

  • Disappearing rows when changing user password

  • An error when importing products from xlsx

  • Missing random menu item from the tray

  • The appearance of percentage widget

  • An error during logging in for regular accounts on a trial

  • Refresh bug

  • An error when the user clicks on the done icon on the Inbox, sometimes it ignores it and keeps the message in the inbox

July
    What's New
  • Added a new feature which will allow sending emails regarding survey answers

  • Added register service for mobile devices

  • Added new modules : Project:

  • Notifications improvement

  • Gantt chart improvements

  • Added a new Error reporting page


    Fixed

  • A bug that caused worker process hangs

  • Even if the checklist is enabled, the checklist progress bar wasn't visible on the newly created employee.

  • An error occurs when installing the project_status module  If the project record already exists.

June
    What's New
  • Improvements on Job Runner Module

  • Re-formatting figures on the charts with thousand separator

  • Simplified GDPR retention to classification

  • Added a new feature that the user can export and import the Workflow on Admin Panel

  • Added a new feature that shows the user access permissions list

  • Performance improvements for chart list view on Dashboard

  • Better handling for those incoming emails that could not be routed somewhere

  • Auto disables a fetch email account after 5 tries

  • Added a new module 360 Appraisal

    Fixed

  • An error where email queue is not being properly saved on a windows os

  • An error that caused an infinitely refreshing dashboard

  • Empty screen bug when clicking on ticket URL from emails

  • Bug in Menu Item

  • A bug causing selecting a wrong email address, when changing current record via top right-left record navigator

  • An error when the user does not have a TZ set 

  • When the user clicks on a line in the timesheet the entire record selection problem

  • An error when a complained or unsubscribed event is received from mailgun

May
    What's New
  • Enhanced External Email Servers UI

  • Sender name changed to the company name in auto-replies mail templates

  • Added a feature that notifies the user about permanently failed emails

  • Added a new feature where the user can Edit Fields in current form view on Admin Panel

  • Many improvements on Lost Stage Action on CRM

  • Removed tracking icons for incoming emails

  • Now, Add/Remove field on the form generates better field names for Turkish characters

  • Added a Language Selection Feature on Portal Details

  • Improvements on Chatter

  • Re-designed Ticket Reply Template and all mail templates in Support were changed

  • Improvements in Queue Jobs

    Fixed

  • The problem that a regular user cannot import the dashboard

  • An error preventing ie11 users to submit a registration form

  • An error when document expiry is not selected during document creation on HR Document Expiry Module

  • Workflow processing cause an error on mass editing multiple records at once

  • A glitch with the table overflowing out of the sale order

  • Scroll issue on mobile

  • An issue when you reply to a ticket, last attachment auto attaches itself

  • Access error during the generation of the ticket history

  • An error when merging CRM Opportunities

April
    What's New
  • Added Unassigned Ticket Button on Website Support

  • Added a new feature which is email tracking notifications (Opened, Clicked)

  • Now Kanban view does not need to be fully refreshed for a successful update and this feature also covers the list views

  • Added a new feature that shows a popup to approve every kanban drag-drop action and it also covers changing states' action on form views

  • Now all messages appearing in the inbox cause browser notifications

  • TO, CC fields and Related Document Button were added on the message form

  • Added 2 new endpoints for Outlook add-in

  • Added support for zero vat rate for sales invoice

  • Tickets with message type email were added to reply mail

  • Added a new feature that adds many2many field via add/remove columns

  • Added support for embedding Docx report in a mail template

    Fixed

  • A problem where dashboard was not being rendered on the first load

  • An error during the creation of an exchange difference invoice

  • Wrong summing of the row on Invoicing view

  • An error clicking on a link in a notification email might give 'cannot read prop controller of null'

  • Wrong filtering on the unassigned open ticket

  • Blog cover image issues 

  • Menu Error when creating

  • A popup error, (Notification is not defined) on mobile devices

  • A glitch where a purple menu was left when a dropdown menu was opened/closed on mobile devices

March
    What's New
  • Added a simplified model for sale order line to overcome permission issues

  • Better UI for 2FA

  • List view columns names on Account Invoice is dynamically re-named according to company currency

  • Debug menu has been rearranged

  • Added ability to the list views show/hide columns

  • "how many days should have passed before deleting an expired DB" is now adjustable via storage settings

  • Added new CloudOffix background image

  • Added pivot view for the logs

  • Improved the email format when replying to a ticket as follows John Doe<technicalsupport@yourdomain.com>

  • Added Tickets Requiring Action Button on Website Support

  • Added top and left offset to mention popup dropdown

  • A new style for internal notes

  • Added a new feature on Admin Panel that resets the state field on the records that have been assigned to an invalid state

    Fixed

  • Wrong number of records bug on popup lists

  • A bug paying invoices that have foreign currency set on 

  • An error when adding new lines to Budgetary Positions

  • A glitch where graph labels were not fitting inside the kanban view

  • A bug where charts were not being loaded on the initialization

  • An error that is given during base module upgrades

  • An error on entering the employee module due to a wrong field type

  • An error where the user cannot click on plus signs on the pivot view

  • Search hints not visible while typing a search text

  • Calendar button is not working on CRM leads

  • An error on saving support settings

  • Sender mail format

  • Broken email format on the reply form

  • The overflowed grid issue on the invoice

  • The doubled unread counter error for Direct Messages

February
    What's New
  • Added new modules as MRP Cloud

  • More improvement for double click edit/save action

  • Added chatter for Projects form view

  • Allowed editing linked partner for event registrations

  • Added 'Find&Assign partner from email' action for event registration 

  • Some improvements for Report Docx module

  • Added a new field to write error messages to the mass mail statistics on Mail Statistics form

  • Added a check button beside email field for immediate checking of the email

  • Added linked documents for e-invoices

  • Added Password strength module

  • Added Some new fields on Invoicing List Views

  • Simplified google authenticator user interface and CloudOffix style adapted 

  • Added multi-record support for computing name for lead/opportunities

    Fixed

  • An exception when empty priority on MX record while validating e-mail

  • Wrong unit price on UBL view

  • An error that customer credit notes were consuming e-archive/e-invoice sequence numbers

  • An issue with removing trial flag for the client from the portal UI

  • Typographical error

  • Acase where Mailgun sometimes include message information in a permanent fail package

  • On behalf of notification on Outlook

  • Chatter view in a modal popup

  • A sneaky bug that causes breaking password changing process

  • In a long-running task, an error that was validating emails in a parallel thread as complete before the main task

  • The error where successful payments were not saved when retrying a failed payment 

January
    What's New
  • Added popup lightbox for all attachment kanbans

  • Now canceling sale order allowed even if it contains completed deliveries

  • There have been many workflow enhancements

  • Now employees with permission can access all documents for Travel

  • Now allowed multiple leaders to be assigned for a sales team

  • Calendar event email templates now use users' timezone instead of particular partners' timezone

  • Workflow revamp

  • A new activity type has been added. "Return to a Call". Users now can set a number of days for calculating the deadline date for the assignment activity

  • Added Last Week, Last Month, This Year, etc. filters to the incoming calls list

  • A new design for Website Support Settings

  • Added calculated fields feature for all models

  • Added Admin Panel module for customization according to user

  • Set the active user's employee for default value on Timesheet

  • Added currency rate in the note area for e-invoice

  • On a kanban view, it now always opens a popup form for all models, however, pressing shift while clicking on a kanban box, will open it in the same window instead of popup

  • Added pivot and graph views for all timesheets

  • Added a feature that asks feedback on the activity done on a kanban view

  • Better UI for completing tasks via kanban

  • Now user can edit or save when double click on a form

  • Email validation for Contacts

    Fixed

  • Default stage for different sales teams

  • Figures on the sales team kanban

  • Safari browser loading action

  • An accounting error importing e-invoices

  • Attachment not being sent problem

  • The Cloudoffix backend chat theme was randomly removing our reply all and forward buttons 

  • An access denied error when creating a new user role group, a non-admin

  • Tickets generated by email were not assigned to the correct category 

  • Date labels being printed one week ahead of tickets dashboard

  • A flaw preventing deleting multiple calls at once

  • "Amounts are overflowing" issue on the sales kanban view

  • Links in external websites live chat

  • Reply error on Website Support

  • When " 'email_wrapper' referenced before assignment error" happens the reply template wasn't set

  • Last week, last year and last month filters on Timesheet

  • Icon error for activities

2019

 
December
    What's New
  • Added Cc and Bcc fields on the mail compose UI and functionality

  • Added reply functionality on the chatter

  • Added subject field on the chatter and a horizontal line top of the quote when replying to a message

  • Shown a proper error message when the user tries to continue without selecting a plan

  • Added Billable/non billable fields for the task and two search filters for Billable/non billable task

  • Created an employee for all system users on the HR module install

  • When activating the sample project it auto-assigns all of the tasks that are contained by the sample projects to the current users

  • Added employee selection on the My Timesheets list

  • Added validation for the domain name on try_now page

  • Kanban view, status bar, chatter added for travels

  • Added approve/refuse process for travel, accommodation_request and expense advance

  • All request forms now accept multiple employees and accommodation request calculates name automatically on Travel Expense

  • Added new settings to set for the person responsible for processing the requests on Travel Expense

  • Attachments support for travel models

  • Removed direct access to the list of visa, accommodation, expense advance requests on Travel Expense

  • When creating travel details like visa, transportation requests, etc now auto-fills all relevant values from the parent travel

  • Added related expenses to bottom of the travel UI

  • Added a UI for returning leftover advances

  • Total of expenses now only sums up approved or done expenses

  • All travel objects now can have a direct URL

  • A new fancy email template to notify the manager for approval of travels 

  • Process request email template to be sent to the accountants

  • Added advance, visa, transportation requests email templates

  • Sends a notification to the responsible user when the request is done on Travel Expense

  • Added a feature that cleans up previously scheduled activities linked to the travel on done, refuse, approve

  • Added a new status as ‘cancel’ on Travel Expense and added a process that when canceling a travel or sub details, it dispatches e-mails to accountants and managers if necessary

  • Added default filters for status on Travel Expense

  • Travels are now being listed grouped by status by default

  • Added Incoming e-invoice pdf view support 

  • Clicking on the diamond now toggles billable state for the task

  • Added project-based billable settings

  • Now the team leaders of sales teams can see all the leads that are assigned to their team even if they are not in the sales manager security group

  • TCMB source can now be used for US/EU companies as a source

  • Added company currency columns on the vendor invoice list

  • Added creation date and team columns to the list of clients

     Fixed

  • Empty body issue when sending an actual email

  • Log note composer is an invisible issue

  • Active team filter was not filtering possible stages on the kanban according to team's stages

  • Reply crashes when the author is not a partner on send message popup

  • The timesheet filter items order

  • Prints a warning instead of raising an exception when e-invoice configuration wasn't completed yet.  Previously it wasn't able to create partners due to these exceptions

  • Displaying CC and To fields twice on the discuss app

  • Some design crashes

  • A validation error while sending replies from the chatter

  • Posting journal entries from an expense report causing an error when the e_invoice module was installed

  • Kanban design for Travel Expense

  • Application respective error for incoming invoices

  • Added ability to add expenses to a travel line by line instead of a popup window

  • Added a blue diamond mark for the billable tasks on the kanban view

  • An error on clicking rates and hours on the overview

  • The balance of the "journals" in the accounting table, so that it shows the value of the column "to pay" not "total" as it has until now

  • A wrong currency symbol under sale order

November
    What's New
  • Prevents users to rename on UI. Now the link just opens the instance URL in a new window

  • Removed the balloon tips for the entire platform

  • Added Google Maps Module

  • Now uses global Google Map settings

  • Now it correctly places street number and street name according to the country of Google Map places API result

  • Added Max Emails Per Month Allowed field for saas plans

  • Added new alerts to be shown to the user when the email sending credit runs out

  • Added max allowed storage on the settings dashboard

  • Hid event settings if the relevant module is not installed yet

  • Added Contact form settings (default team and default user) on CRM settings

  • Added new filters on HR Timesheet

  • Added ability to install inventory management from sale/settings

  • After installing inventory module via sales/settings automatically sets permissions for relevant users

  • Added usage stats for clients on the portal

  • Added group by state definition for leads now kanban is the default view for both leads and opportunities, now leads and opportunities will be listed grouped by states by default

  • Added multiple team selection for CRM stages

  • Added Product Configurator Module

  • Added 3 new stages for leads

  • Added timezone settings on the resource/work time form and employee form

  • Added email alias to support categories

  • The system now properly marks the missing vendors as suppliers and as a company(not a person) when it auto-creates them

  • Added support activity support for tickets and activities UI on the kanban view of tickets

  • Added partner name and assigned user avatar on the ticket kanban

  • Added progress bar on the ticket kanban

  • Added folded, closing and categories field on the ticket states

  • Blocked deletion of a state if it has been used in the code by hardcoding on Website Support

  • All email templates now categorize email as from address

  • Removed create support ticket button from the contact form

  • Added new module for creating tickets from the live chat

  • Removed “add new column” from all kanban views

  • Added auto-close feature for helpdesk tickets

  • Added three additional under support tickets menu(1- Unattended Tickets,2- My Tickets,3- All Tickets)

  • Contact now inherits SLA from the parent as long as not given another particular SLA

  • Added save as template functionality on the send reply UI

  • Added capability of using Bcc to the mail module

  • Cc and Bcc fields on the reply form now support multiple addresses

  • Added dashboard menu under the Support Tickets main menu

  • Added geolocation button on the list view for updating geolocation information for multiple partners at once

  • Added unassigned tickets count to the Ticket dashboard

  • Added a Forward email feature on Website Support

  • Added new module for integrating project tasks between support tickets

  • Added SLA Timer on the kanban view

  • Support site now uses standard signup form instead of own signup form

     Fixed

  • Design backend mobile

  • Glitch when no rate source selected on Currency

  • Some Turkish Translations

  • CRM naming template bug

  • Lead names have not been generated problem when created on the web site 

  • Typographical error

  • Max. Allowed User bug

  • Error in Product Selection Window

  • A bug on backup plan when the name differs with the actual DB name

  • Saas client UI is rearranged

  • Safari Explorer animation bug on try now form

  • Model is not found error

  • The stage field could not be calculated correctly when creating a lead from the web contact form

  • Now supported multi-contact Contact VAT/TAX number validations

  • Submitting tickets via the web interface

  • An error in mass mail during the increment of the email counter

  • Currency problem in Expenses Module

  • An issue about the buy-now process was not updating storage limit and user counts properly

  • The problem that occurs when SLA is manually set

  • Module access error on clicking Expense Report for a regular user

  • When the user enables signups for the support site, now automatically enables global signups in order to prevent 404 errors on signup URL

  • Different SLA-Timer value problem on form view and the kanban view

  • The bug occurs when installing two modules at the same time

October
    What's New
  • Transferred sub discount to the invoice

  • E-Invoice settings area were revamped

  • The user can download past invoices by setting a date in the past on settings

  • Added Group chat with subject

  • The added new feature, can import discounted invoices properly

  • Discount fields were rearranged for better UI readability

  • New adjustments made for invoice numbering from Foriba

  • Auto-numbering issue for E-Archive invoice

  • Hides reject/accept/return buttons on non-electronic vendor invoices

  • Hides scenario field for regular vendor invoice

  • Added style for new messages

  • Saving e-invoice settings now updates purchase tax unece codes as it does for sale taxes

  • Added CloudOffix New Theme

  • Now menus stay open when clicked on once

  • Responsive menu

  • Added a new style for app drawer

  • Added new 'check' type for journals

  • Added reject by a partner on Accounting

  • Added account check management Turkish customizations

  • Added ability to directly reject by the company for delivered checks

  • When a vendor rejects the third check, it doesn't go to rejected checks anymore. It just returns to holding state

  • Enabled dashboard for regular accounting users

  • Enabled access to checks menu for regular accounting users

  • Added direct filter for deposited on the checklist

  • Deciding whether to put the partner element into UBL is now based on the vat number length instead of partner type

  • Added Cash Sale module

  • When chat is closed, ask for a rating

  • Changed the entire process of exchange differences and account move lines

  • Added exchange difference feature on Accounting

  • Added editable currency rate on payment screens 

  • Added ability to changing a check into cash without using a bank

  • Added new currency update module that keeps global rates

     Fixed

  • Discount glitches

  • Removed excessive decimal points for vendor invoice

  • An error that occurs when e-invoice loaded but settings are left empty

  • Removed irrelevant E-Invoice UI elements from the customer return invoice

  • Adjustments for username

  • A few glitches on the menu

  • Show older messages link

  • Autocomplete on chat window

  • Separator messages and UI problem backend

  • Journal field gets lost

  • Performance improvements for the dashboard

  • Design problems in chatter history

  • Display messages on the chat window and on other like an invoice, show author name with a link

  • The button on offline form on Live Chat

  • Typographical error

  • The problem that errors thrown on check operations not understandable if the journal setup has missing credit/debit accounts

September
    What's New
  • UBL is imported

  • Added view GIB E-Invoice link on vendor invoices

  • After E-Invoice ensures have been enabled, UNECE code set for KDV

  • Added E-Invoice Interface on Partner Card allowing to save multiple addresses

  • The periodical download now adds new aliases into Partner’s alias list

  • Added reject reason on Invoice

  • When enabling E-Invoice, checks sequence settings and adjusts them to comply with gips standard

  • Hiding empty options from select boxes

  • Added E-Invoice status to vendor and customer invoice lists

  • User-friendly status message on the Invoices

  • Changing Vat now updates E-Invoice user enabled/disabled and all receiver aliases

  • Added a button on Partner for the forced updates. It downloads aliases from the providers’ E-Invoice web service

  • Added Update E-Invoice Status Button

  • Now cache PDF files downloaded from E-Invoice provider

  • Auto attach E-Invoice PDF into mail instead of a regular PDF print

  • Added different sequence for every invoice types

  • Added manual send button for E-Invoice and E-Archive

  • Added a send-cancel function for E-Archive Invoices

  • Get status updates for E-Archive invoices

  • Added a special cancellation UI for TEMEL FATURA

  • Added E-Invoice UI on Company listing receiver and sender aliases

  • Added confirmation messages on E-Invoice enable/disable

  • Allows updating tax number in E-Invoice settings

  • Added new invoice subtype field for Withholding Tax, Exemption, etc.

  • Added E-Invoice and E-Archive sequence prefix settings on invoice settings

  • Hides withholding tax columns when invoice type is irrelevant

  • Added exempt reason model for Exemption invoices

  • Added sending type and its only visible when invoice type is e-archive

  • Added detailed taxes for Turkish Accounting

  • Added Product Category Taxes module

  • Added additional discount fields on the sale order

  • Added chart of account groups and types to the account’s menu

  • Added confirmation on invoice cancellation

     Fixed

  • Updated E-invoice type on the partner change

  • Syntax error

  • Duplicating an already sent invoice is not copied to UUID and E-Invoice Status anymore

  • Removed Payment Mode for Turkish E-Invoice

  • Selecting receiver alias on the invoice is now required, fixed not being able to change receiver alias on invoice during initial creation

  • Invoice now correctly identifies e-invoice user and receiver alias when an order being converted to invoice fixed XSD validation error when an order is attached to the invoice

  • Small glitch on the invoice when partner receiver ID is null

  • A bug on E-Archive Settings

  • A bug on sending E-Archive when a customer is a person

  • Replaces edit boxes with dropdown selection for receiver and sender aliases on the e-invoice setting

  • Changes fixed dropdowns for aliases on E-Invoice settings to allow creating missing alias on demand

  • Vat validation error on module installation

  • 0% vat not being included in the UBL

  • Rounding problem with discounts

  • Division by zero error

August
    What's New
  • Many Improvements on E-Invoice’s processes

  • All e-invoices users can be downloaded once a day

  • Send to Foriba on validating

  • Determine “Invoice Type” button

  • View E-Invoice from the invoice screen

  • Settings screen revamped on E-Invoice

  • Added Turkish Translation for Tax Office

  • New UI for selecting auto-rate download source on the Invoicing settings page

  • Deletes cronjob and service definition when auto-rate disabled via settings

  • Updated Turkish Translation for Modules

  • Role-based permissions are added

  • Added CloudOffix Docx Report Engine

  • Added “Mark the Opportunity won” confirmation when a sale order is confirmed

  • Added ask update expected revenue after saving sale order

  • Added to check whether the total in foreign currency gets updated on the opportunity as well

  • Added optional auto-generate sequential names for leads and opportunities

  • New auto-naming UI and Workflow

  • Added more fields for lead naming templates

  • Moved Concurrent Database Creation Settings under the system parameters

     Fixed

  • Removed generate “UBL XML File” button

  • “Tax Office Object” missing permissions

  • Typographical error

  • Removed simplified create and quick create on kanban view on Sales Cloud

  • Multicurrency not working problem on CRM

  • QWeb Glitch

  • Multi-currency issues and shows untaxed amounts

  • Currency Glitch

  • Concurrent database creation problem

  • Amazon Web Service and Mailgun

July
    What's New
  • Deletes the database 10 days after expiration for Trials and 60 days after expiration for purchased databases

  • Sales Cloud template was added

  • Marketing Cloud template was added

  • Mail Tracking Mass mailing, Custom Unsubscribe, Newsletter Welcome, Mass Mailing Partner apps were added

  • Export Manager, Mail Tracking and Mass Editing applications were added

  • Invoicing Cloud template was added

  • Tax offices and tax office names were added for Turkey

  • Helpdesk Cloud template was added

  • Saas Contract module was added

  • Recruitment Cloud template was added

     Fixed

  • Autodelete databases

  • Cronjobs porting v11.0

  • Cannot delete broken client database under saas portal

  • Search problem focus

  • Wrong province names

  • Breadcrumb error

June
    What's New
  • Trial expiration notification was added

     Fixed

  • Menu show actions 

  • The style of trial nav bar was updated

  • Topbar actions and themes

  • Expiration days

  • Status and mobile problem

  • Menu permission was changed to users that have Private Address permission

  • Cronjobs porting v11.0

  • The wrong model was changed on the marketing campaign

  • Do not count draft invoices in credit

  • Product Contract Problem

May
    What's New
  • Language was set for created database user from contact language

  • Buy-now max user setting was added

  • Lead Automation was moved to marketing cloud

  • Checklist module was added

  • Project Cloud Template was added

  • General Template was added

  • Added Contract module

     Fixed

  • Create “A” instead of “CNAME” record for the Client in route53

  • Redirecting to Apps was removed

  • co_debranding module was removed

  • The Auto Install feature was enabled on Web Timeline module

  • Keychain module was removed due to errors during the server startup