Release Notes
August, 2024
Click for the new features made in August 2024.
July, 2024
Click for the new features made in July 2024.
June, 2024
Click for the new features made in June 2024.
May, 2024
Click for the new features made in May 2024.
April, 2024
Click for the new features made in April 2024.
March, 2024
Click for the new features made in March 2024.
February, 2024
Click for the new features made in February 2024.
January, 2024
Click for the new features made in January 2024.
December, 2023
Click for the new features made in December 2023.
November, 2023
Click for the new features made in November 2023.
October, 2023
Click for the new features made in October 2023.
September,2023
Click for the new features made in September 2023.
August, 2023
Click for the new features made in August 2023.
2024
August, 2024
What's New
-
Discuss Module
-
- Provided preview feature for xlsx format in Discuss Module. Currently, the feature works also for docx, png, jpeg, mp4, pdf
- Voice recording is limited to 15 minutes
- AI Agent channel name and icon have been change
- Provided preview feature for xlsx format in Discuss Module. Currently, the feature works also for docx, png, jpeg, mp4, pdf
-
Email Marketing
-
- X is replaced with an image with a transparent background to be able to change the background color of the X icon in Email Marketing Module
- All my-text elements now have a font-family attribute by default
- All mjml-buttons and mjml-links have a font attribute by default now
- X is replaced with an image with a transparent background to be able to change the background color of the X icon in Email Marketing Module
-
SMS Marketing
-
- Link tracker records is created automatically when sending sms content with a link
- Removed Link Tracker menu item from SMS Marketing
- Placeholders is generated when sending Test SMS now
- Link tracker records is created automatically when sending sms content with a link
-
AI Integration
-
- AI prompt can be trained with a knowledge base now
- Provided allow AI prompt to be re-trained
- Added restriction that training documents can only be in PDF format
- Train document added previously is deleted from open-AI upon uploading a new train document
- Active field added for AI Prompt
- “Suggest an answer” button is added to mail composers for all models
- Switched to the new Chat-GPT model gpt-4o-mini for all AI utilities
- Increased max image limit we submit to the AI to 2560px for a better OCR results
- Train Status field is added to show the status of the train documents attached to the prompt
-
- AI Transcribe Improvement
-
- Limiting chunks
- Handling whisper API timeouts to prevent overcharges
- Limiting chunks
- AI Transcribe Improvement
- AI prompt can be trained with a knowledge base now
-
Support Tickets
-
- Similar tickets stat button is added on Tickets form and sorted by number of matching tags
-
OKR Module
-
- Added “All Key Results” and “All Objectives” menu items for OKR managers
-
Project Module
-
- Added schedule an activity feature on the chatter of the Risks model in Project Module
-
Calendar Module
-
- The first day of the week is adjustable in Calendar view now
-
Connect Meeting Logs
-
- Allowing deleting the video attached to the meeting log
-
Marketing Automation Module
-
- If segments are scheduled in the future automations, they start automatically currently
- Marketing automation is synchronized the segment when it starts automatically
- Added Sending SMS as a Marketing Automation Activity Type
- If segments are scheduled in the future automations, they start automatically currently
-
Dashboard
-
- Added pareto support to highcharts
-
Recruitment Module
-
- Expire date is added to AI Interview form
- HR AI Recruitment Agent
-
- Added a new option for the recruiter to select whether the answer transcript should be sent to the candidate
- Chatter is added for the Schedule. Two automated messages are added. The messages are sent when the candidate starts and completes the interview
- Allowing visiting the interview link after completion (it shows a message to the user they about have completed the interview)
- Customized the questions per candidate, mocha expression support and, on-the-fly audio generating
- AI Response during the interview
- Added default ai interview schedule email template
- Auto creation of AI interviews is implemented. It can be configured on stages. A new email template is added for sending out interview invitation email
- Added a new option for the recruiter to select whether the answer transcript should be sent to the candidate
- Expire date is added to AI Interview form
-
Resource Allocation
-
- Unscheduled stat button is placed right side of scheduled stat button in Resource Allocation Report view
-
Import/Export customization improvement
-
- Better error messages for the error while creating new fields
- In some cases, when there is a field with a complex compute code, an exception with the error of "KeyError:7" might be received. This is due to it references itself and there might be some record loaded in the cache. An since those records does not have the new field, back referencing itself might raise the error??
- Better error messages for the error while creating new fields
-
Website
-
- Added .webp format to Website
- Added .webp format to Website
-
General
-
- Attachment menu now opens up the document viewer for xlsx and docx attachments and a download link is added for both docx viewer and xlsx viewer
- Added Pinned messages toggle to view pinned messages in the chatter
- Trial accounts are restricted. Users must provide their company email when creating a trial account and verify this email address within the first hour after registration
- Attachment menu now opens up the document viewer for xlsx and docx attachments and a download link is added for both docx viewer and xlsx viewer
-
Mobile
-
- HR AI Interview
-
- Responsive design for mobile devices
- HR AI Interview
Fixed
-
Resource Allocation
-
- It is not necessary to refresh to see new custom filter now
- Overtime calculation is not working properly in Resource Allocation Report view
- It is not necessary to refresh to see new custom filter now
-
Discuss Module
-
- Bug that file type sent or upload in relevant field by a user with employee/employee authorization is displayed as itself format instead of text/plain
- Moderator authority is not assigned to participants according to a specific logic in the video call process in Cloudoffix Connect Meeting
- Bug that file type sent or upload in relevant field by a user with employee/employee authorization is displayed as itself format instead of text/plain
-
SMS Marketing
-
- A mass SMS in the Sending stage, was appearing in the Sent stage. Now state is not display on 'Sent' stage until all SMS are sending
- Bug that when only SMS content includes a link, clicked stat button is visible
- A mass SMS in the Sending stage, was appearing in the Sent stage. Now state is not display on 'Sent' stage until all SMS are sending
-
Website
-
- Background image cannot be saved for Shop Page, Home Page, Contact us Page, Support Page
- Contact us page has left justified title
- Bug that non-close Promote SEO dialog
- Added breadcrumb feature to portal pages
- Background image cannot be saved for Shop Page, Home Page, Contact us Page, Support Page
-
Settings
-
- Receiving a warning "you are not authorized" as soon as users register on the site due to new portal user has no authority
-
Email Marketing Module
-
- Older Outlook versions no longer include font declaration in the mail body to prevent Turkish character errors
- Auto share to post popup for X and Facebook links are disabled
- Older Outlook versions no longer include font declaration in the mail body to prevent Turkish character errors
-
Surveys Module
-
- Bug that survey cannot be shared as private invitation without adding a user to the "existing contact" field to the contacts added to the "list of emails" field
- Survey attempts limit error
- Bug that survey cannot be shared as private invitation without adding a user to the "existing contact" field to the contacts added to the "list of emails" field
-
Calendar Module
-
- User has Employees/employee authorization cannot use iCalendar feature
- User has Employees/employee authorization cannot use iCalendar feature
-
General
-
- Many2one widget's search more function shows only 160 records even there are more than 160 records
- During the creation of a new stat button on a new model might raise an error due to 'None' order by field
- Prevented multiple portal users from having the same email address
- Many2one widget's search more function shows only 160 records even there are more than 160 records
July, 2024
What's New
-
iCalendar
-
- Synchronizes deletion of events from external sources
- If external source reports a timezone info now we use it for all day events
- No more imports past events from other sources
- Properly creates recurrent events and reflects updates
- Only updates the event updated on external source if the last-modified-date field exists in the
- iCal data we received
- iCalendar no more deletes past events even though they are not included the latest list fetched from the source
- Synchronizes deletion of events from external sources
-
360 Appraisal
-
- The link in the template has been colored and made more visible for users who receive the 360 evaluation survey notification in the Discuss module
-
Settings
-
- Prevented to delete default activity types
-
OKR
-
- Added weight to Key Results
-
AI
-
- Now we have a dedicated menu called AI Integrations
- AI runs menu is also added under AI Integrations
- Can submit binary field to the AI prompt references
- Can submit non-attachment binary fields to AI prompt references
- Can submit any many2one field to AI prompt
- Can submit many2many and many2many fields to AI prompt if they cary attachments
- Changes the label of the Run button on AI prompt
- Auto generates transcripts for recordings attached to connect meeting logs
- The ability to create transcripts for long meetings (over 90 minutes). We now split audio track into maximum of 25mb parts in order to comply API limits
- Text to speech function is added for AI prompt
- Now we have a dedicated menu called AI Integrations
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IVR
-
- Added logout reasons to Inteliex VoIP
- Added a context for customization flexibility
- Added grandstream IVR API
- Adds confirmation before click2call
- Added rules for logout reasons
- Changed the computation of IVR status
- Added logout reasons to Inteliex VoIP
-
Microsoft Calendar Integration
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- Allowing the user to delete/edit the events synched from outlook after the user disables the synchronization
-
Google Calendar Integration
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- Preventing editing events synched from Google like Outlook integration
- If the user disables google integration by clearing out refresh token, user is allowed to delete the events synched from Google
- Preventing editing events synched from Google like Outlook integration
-
CloudOffix Connect
-
- A new endpoint is added for CloudOffix Connect to upload recordings
- Recordings are auto named with current date
- Associated the connect meeting log with the related users for further security developments
- New menu for all employees to access their meeting logs if they were a participant
- Adding record rules for Connect meetings, Connect meetings sessions, Connect meetings record (transcripts)
- Auto adding the current user as a participant when they created a new meeting
- A new endpoint is added for CloudOffix Connect to upload recordings
-
Customization Tools
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- Ability to change default order of custom models
-
Calendar
-
- Support for changing start time or end time for a recurrent meeting
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Dashboards
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- Ability to create dashboard chart by Python codes
- New global filter
- Global filter placeholder, retrieving filter data
- Properly rendering many2one and char fields
- Tracking filter change, persisting many2one field value inside the widget
- Filter mapping UI
- Building filters for rpc call
- Many2many filter type support
- Styling for new global filters section
- Filter Mapping tab changed to Global Filter Mapping
- Adding date and datetime field support
- Adding boolean field support
- Stores and remembers last used global filters
- Adding security
- Apply button is not be visible if global filter is not defined
- Ability to create dashboard chart by Python codes
-
Project- Timesheet
-
- Delivered quantities are recalculated when task's billable property changes
- Delivered quantities are recalculated when task's billable property changes
-
General
-
- We have changed the Media Upload's widget delete function. Previously, deleting an item from the gallery also deleted the attachment. Now, it just hides it
-
App Builder
-
- Disable Quick Create, Disable Creation and Disable Opening options should be added to Tags (many2many)
-
Discuss
-
- Setting a 20 min limit for voice messages in chats
- Setting a 20 min limit for voice messages in chats
-
Marketing Automation
-
- Schedule in the Future field added to marketing campaign
Fixed
-
Frontend designer
-
- When a model has a name field that has a reference to the state field in python code, creating a default view for the model fails due to the frontend designer trying to create a plain empty view with the name field only. Now we include the state field if it exists by default
- When a model has a name field that has a reference to the state field in python code, creating a default view for the model fails due to the frontend designer trying to create a plain empty view with the name field only. Now we include the state field if it exists by default
-
Survey
-
- Problem that the questionnaire can be answered again when the survey link is accessed
- Incorrect calculation of the score value of the survey result due to the comment field set for the answer in the survey
- Incorrect template that appears after the survey is filled out by public users
- Bug in attempt limits check
- Problem that the questionnaire can be answered again when the survey link is accessed
-
Queue Job
-
- Permission error that causes the system to try creating an identification token for the partner created during importation.
-
App Builder
-
- CK Editor is not secure warning on App Builder while entering a note
-
Marketing Automation
-
- Email sent, reply, open count logic
-
IVR
-
- Some users might not have agent ids and can click2call without logins
- Some users might not have agent ids and can click2call without logins
-
Support
-
- Round robin was not working when the category was updated
- If the tickets are merged, a new assignee was selected with round robin algorithm unexpectedly
- Round robin was not working when the category was updated
-
Discuss
-
- Chrome update causing users to be unable to record voice in chats
- The voice record symbol does not turn into the send button when the emoji is selected
- Chrome update causing users to be unable to record voice in chats
-
Calendar
-
- When the user updates the start date by enabling "this and following" button in the master of recurrent meetings, the start date of the entire series should change accordingly
-
Expense
-
- When expenses were generated with chatgpt 4, prices were incorrectly assigned
- If there is a discount on the receipt when the rows are discarded separately, it should be written in the description field
- When expenses were generated with chatgpt 4, prices were incorrectly assigned
-
iCalendar
-
- Recurrent meetings that started in the past and will continue after today cannot be imported with iCal synch
-
General
-
- Long URLs on the fields cannot be exported
- Many2manytags widget ignores no_create no_quick_create flags
- Printing docx report raises an error on ios devices
- Removes the overlay coming from another module after chatter paste/drop
- iPad Pro users cannot get a pdf report from inside the Cloudoffix app
- Long URLs on the fields cannot be exported
-
Employees
-
- Setting an employee's parent to a subordinate employee in deep level causes infinite loop while building organizational chart
- Setting an employee's parent to a subordinate employee in deep level causes infinite loop while building organizational chart
-
Admin Panel
-
- Domain updated for model and state workflow fields on Admin panel
- Domain updated for model and state workflow fields on Admin panel
-
Purchase
-
- Added missing delivery.status model's ACL
June, 2024
What's New
-
Sms Marketing
-
- Updated the warning content as “Please select an SMS provider in the General Settings and fill in the integration details” when SMS Provider is not set in General Settings
- Schedule date field has been added to the view
- SMS Unsubscribe page is improved
- Send Now button name is renamed as Send
- Send button is visible now only in Draft stage on mass SMS form
- Test SMS, Send and Retry button was placed respectively on mass SMS form
- The last SMS Marketing is placed at the top in Kanban view
-
Calendar Module
-
- iCalendar
-
- iCalendar subscriptions: Notifies the use if there are no changes
- Calendar ical improvement: A cron job is added for auto synchronizations of icalendar configurations. It runs every 60 minutes
- We no more import attendees from the external sources
- No more exporting the events from other sources such as Outlook, Google Calendar etc.
- Property of the events(private, public, confidentials) can be exported
- A new search float_time widget added for time fields in the format if HH:mm. Previously a float field would be rendered when the user selects a time field
- A new search float_time widget added for also advanced domain editor too
- Connect log field is visible when creating a meeting is enabled with CloudOffix Connect
-
Email Marketing
-
- Mass mailing improvement: Added a server level parameter for disabling mass mailing batch mode (disable_mass_mailing_batches) ???????
-
Recruitment Module
-
- Removed Remarks from chatter in Job Application AI scoring and added under AI tab on Job Application form
- Provided to set the CV added when applying for a job from the website to the CV field under AI tab
-
AI Integration
-
- AI Improvement:
-
- Switched the new engine gpt-4o now
- Switched new openAI API version v2
- Reworking of all expense interpretation logic
- Importing incoming expense emails by using gpt4o
- Provided to scan the bills, to correct the amount of products and automatically detects products based on GPT 4o mvp invoices
- AI processing of CVs adapted to v2 openAI API
- Shows an informative error message if the AI response could not be parsed
- Switched the new engine gpt-4o now
- AI Improvement:
-
Mobile
-
- Search toggle button for models that only have a list view is available now
-
General
-
- AI Tokens are now displayed on the dashboard divided by 1000 (with an affix k)
Added the functionality for click2call with Inteliex
- AI Tokens are now displayed on the dashboard divided by 1000 (with an affix k)
Fixed
-
Calendar Module
-
- When the parent of recurrent event not in the list Apple Calendar duplicates all occurrences on each synch calls
- We include write date in ics payload for Apple calendar due to it looks at the last-modified date field to re-import an event
- Removed unnecessary gap displayed on Calendar Kanban view when scrolling to the right of the page
- Permission error on enabling iCal export for regular users
- When the parent of recurrent event not in the list Apple Calendar duplicates all occurrences on each synch calls
-
SMS Marketing Module
-
- When SMS is sent again with the mailing list contains an unsubscribed contact via Unsubscribe link includes in SMS, sms will no longer be sent because that person is opt-out
-
Email Marketing Module
-
- Some social elements in the responsive mail editor unexpectedly redirect to the post popup
-
Recruitment Module
-
- AI Score Status of CVs coming from outside Cloudoffix is marked as Pending now
Error received when there is no extension in the file name sent during AI calculation
- AI Score Status of CVs coming from outside Cloudoffix is marked as Pending now
-
General
-
- Bug causes that starting the voice message record when clicked on Log button firstly without typing a text on chatter
- Changed the content of Event Registration Email Template
- New SMS Provider named as L-SİM MMC added for Azerbaijan
- Fixed Sentry error: "null value in column "user_id" of relation "mail_activity" violates not-null constraint
- Bug causes that starting the voice message record when clicked on Log button firstly without typing a text on chatter
-
Mobile
-
- Visual glitch causing overflow of voting users' information in the poll padding on mobile devices
-
App Builder
-
-
- Frontend Improvements
- Frontend Improvements
- A one2many field may not properly display the display name of the record if the form is being called by a server action
- Many2many editings are not being reflected to the view
- One2many widget bug: User tries to edit a record on the one2many widget and if there is a
- form validation error, user could not close the dialog, the form stucks at the screen
- Provided One2many read-only mode for Frontend
- Turning on/off bypass permission causes the list being not rendered correctly
-
- Backend Improvements
- Backend Improvements
- Error on switching to the search view on Calendar events
-
May, 2024
What's New
-
App Builder
-
-
Frontend designer improvement:
-
-
Multi language support
-
A new translatable "menu entry" field is added for editing custom documents menu entry on my portal. This field also used for displaying breadcrumb for the custom documents
-
UI Elements are now translatable
-
Required by domain and Readonly by domain support are added
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“Search more” function is added
-
-
- Employees
-
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Hierarchical tree view
-
- Action menu is hidden by default
-
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Resource Allocation
-
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Resource Report View
-
-
Added previous/next function to the Year/Quarter filters
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Marked under capacity resources with a red background
-
Added Quarters view mode for this, last, next year options
-
-
-
Email Marketing
-
-
Responsive Email Editor Improvement
-
-
The color picker remembers last used colors
-
-
Updated the radio buttons as Followers of Lead/Applicants, Internal Email Address and External Email Address in the Reply to field under the Options tab in the mass mailing form
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Implemented the input field in Reply to field under Option tab set as active user’s email when the External Email Address radio button is enabled
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Implemented the input field in Reply to field under Option tab is invisible when the Followers of Leads/Applicants radio button is enabled
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-
Website
-
-
Improvement on Event Register page style
-
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Mobile
-
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The action menu on the form view is now invisible when there is no visible buttons under it
-
-
General
-
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Import performance improvement
-
-
Audit logs are no longer created during the data import to speed up the process
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The "created by X user message" are no longer posted to the chatter during the import
-
-
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Contacts
-
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Added function that is required for generating QR with customizations
-
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AI Integration
-
-
Positioned AI Prompts page under Configuration header in Recruitment Module which is that listed the system prompts associated with Recruitment application
-
The created custom prompts can be selected from the drop-down list that opens when the Custom AI Prompt checkbox is ticked under AI tab in the Job Position
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Created a tab named AI under the Application form and moving AI Score Status, AI Score fields under the tab
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Added Calculate AI Score action as a button under AI tab of Application form and removed under Action header
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Added a new Job Description Source selection field under the AI tab in Job Position form
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Updated the warning content as "There is no CV in PDF/Word format in the attachments. Please add CV in the specified formats and try again." to clarify the absence of PDF or Word attachments
-
-
Events Module
-
-
The auto-delete feature of the invitation email templates that are automatically sent to the participants after each registration is disabled by default
-
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Appraisal Module
-
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Appraisal App customization improvement: Allowing adding new goals based on custom states (If the appraisal state is a custom state, user can add new goals)
-
-
Calendar
-
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The name of the Document button in Calendar has been changed to Related Record button
-
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OKR
-
-
Removed Old Level Confidence column under KR History tab
-
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SMS Marketing
-
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"My SMS Marketing" default filter is removed from the SMS Marketing kanban view
-
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iCalendar
-
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An easy to use feature for all calendar integrations
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User's iCalendar token is now secured
-
Fixed
-
Email Marketing
-
-
Provided auto-save function for text blocks in new Email Marketing Editor
-
Inability to import of mailing list recipients
-
-
App Builder
-
-
Prevented opening app builder when the user language is not english
-
Frontend designer fix
-
-
An error raises when the invisibility domain contains id=1 expressions
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Creating a new frontend design fails with an error 'name' field is required
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Dropdown menus may get clipped by the dialog boundaries when they placed to the bottom of the form
-
-
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Scoring
-
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Store field’s calculation in lead and contact scoring has been fixed
-
-
Recruitment Module
-
-
A bug that caused sending a quiz every time a change was saved
-
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Support Module
-
- The ticket opened email was not included in the history because it did not have a subtype and also wrong ticket id was sent to the reply email
- When the user typed a comment from the portal, due to users saw it as the last message the cc's could not be set properly
- The attachment added to the ticket answered by the staff cannot be displayed under the Attachments menu heading
-
Settings
-
-
A warning appears as <"You are already impersonating a user. Please log out first."> when the current user is trying to impersonate someone second time via created custom model
-
Having multiple role definitions did make the roles impossible to edit. Adding or removing a user is possible now
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Context has been added so that the internal user cannot be portal, public, employee group at the same time
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"+iCal/Outlook" button on event mail templates guide users to 404 page
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General
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A bug causes the "by partner" search to time out and an error occurred on the Support tickets, Leads, Project/Tasks, Invoices pages
-
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OKR
-
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If an Initial Number is defined, It should be set to Actual Number Old Value in the first row under KR History
-
- SMS Marketing
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- Preventing to send SMS to recipients when SMS opt-out fields are enabled on Contact form
- The stat button Clicked should only be visible in the SMS Marketing form if the content contains a link
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Subscription
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Subscription autopay cron was only working for one invoice
-
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Calendar
-
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Prevent the (Related) Document button from appearing when in Edit mode in a calendar meeting
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Outlook Integration
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- The error returned from Microsoft services was hidden. Now the error message properly displayed to the user
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Microsoft Calendar Integration
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Properly receives and creates recurrent events
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Prevent creating two master event (Microsoft sends two entry for the master)
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Past events are not sent to MS because MS Outlook automatically deletes them and sends an event deletion
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Editing an occurrence with "This and Following Events" selection would break all occurrences
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Editing the duration value of a recurrent child event causes a full regenerating of recurrent events
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Editing the duration value of a recurrent child event updates subsequent occurrences but not updates the end date
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Google Calendar Integration
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Fetching an update from Google 'this record only'
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Fetching a deletion of an occurrence from Google 'this record only'
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Updating 'All events' in a serie
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Inventory
-
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Importing products with attributes fails with a singleton error
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April, 2024
What's New
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Email Marketing Module
-
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New responsive checkbox is added on the mass mail form to switch .mjml
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Responsive mode is selected by default
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9 templates are added in responsive email editor as options
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When the user uses a mail list that contains an invalid email address for mass mailing, the batches may fail
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Social group elements’ icons updated (X,Instagram,Facebook
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Employees Module
-
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Enable newly added feature using attribute expanded="1" to see the entire tree view expanded
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New attribute is added for rendering select checkboxes beside each row hierarchical tree view
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Action menu support is added for hierarchical tree view
-
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Contacts Module
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OpenAI GPT-4-vision-preview is now used instead of the beta version for Business Card Scanner
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Job Queue
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Executes multiple batches on each cron job runs now while import Queue process
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Bug causing cron jobs to fail to process before 5 attempts
-
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Mobile App
-
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Added check not to lose previous action and menu_id if they exists
-
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Resource Allocation
-
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A new "Total Timesheets" column is added to the "By Resource" tab in Resource Report View
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Added two new columns to the By Project tab. "Scheduled" column shows total resource allocation and "Total Timesheets" column show total timesheets entered for the project
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Added new quick date range selectors to Resource view: This quarter, Last quarter, Next quarter, This year, Last year
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The cells on "By Project" tab are now clickable for accessing relevant records easily in Resource Report View
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E-learning
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SCROM file support
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SCORM: Preventing insecure symlinks
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Removed calculation of PDF Files’ duration to prevent on-change calls on each uploads for E-learning Performance
-
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AI Integration
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System prompts can be customizable under Settings/Technical/Database Structure for AI services
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AI assistant is added to Html Editor to form texts in better versions such as informative, friendly, urgent, custom, or etc.
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Added new AI tool, fixing spelling and grammar errors
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Added an AI agent channel to Discuss Module
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AI agent can read PDF files and answer the questions from Discuss Module
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The input and output prompts of AI can reference the object in the database using mako notations like ${object.name}
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CV scoring auto process is provided using HR AI
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Fixed
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Discuss Module
-
-
Inability sending same file again from direct message channels to another user or same user
-
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OKR Module
-
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Key results progress value could not calculate on Objective form although Key Result progresses are different from 0
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Inability to display KR history logs under KR History tab on mobile devices as desired
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Since the OKR Key result owner is a many2many field, it cannot be used in Dashboards before
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Marketing Automation Module
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Users without Settings authorization can now use "Create Task" activity in marketing automation
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Email Marketing Module
-
-
Prevented sending mass mailing without email of From field in mass mailing form
-
-
Sales Module
-
- “Accept and sign online” button is guided the customer to an error page
- Displaying a user with only Sales/Manager access right as if they have the authority to access Vendor/Bills records in the Vendor Bills Access Permission List
-
Subscription Module
-
-
Inability to display subscription lines on mobile devices as desired
-
-
Leaves Module
-
-
Approved allocations cannot be rejected if they are for the entire company
-
-
Support Module
-
-
The comment the customer enters from the portal does not affect the stage of the ticket
-
- Resource Allocation
-
- Resource view now stores which filters are checked and restores them
- Resource view now stores which filters are checked and restores them
-
Website
-
-
Support staff replies are not visible for the portal users
-
-
-
Support staff close messages are not visible for the portal users
-
-
-
Emails that are sent by customer to a ticket are not visible on the portal
-
-
Website
-
-
Customers cannot register the system after shopping
-
Displaying the close button in the website even if the support ticket is closed
-
The comment the customer enters in a support ticket from the portal does not affect the stage of the ticket
-
Portal user cannot add attachment to ticket from portal
-
-
Settings
-
- Google Calendar Tutorial link that leading to 404 error page in General Settings
-
General
-
-
Users have Public, Portal and Employee access rights at the same time is prevented
-
Internal users home action preference was not taken into account when logged in to the system with SAML function
-
Timeout error when there are lot of page visit records ie. more than 15m
-
-
App Builder
-
-
Date, DateTime, Integer, Boolean, Multiline text, Html Widget types are not able to make read-only for Portal by App builder
-
March, 2024
What's New
-
Contacts Module
-
-
Provided automatic contact creation from business cards with Artificial Intelligence
-
-
Cloudoffix Connect Meeting
-
-
CloudOffix now passes the user name and email to the CloudOffix Connect Meetings
-
-
Customization
-
-
Added export-import mechanism
-
-
-
-
All of the customizations made on the database or model-based customizations, including all fields, menus, views, actions, etc. can be exported and imported to another database.
-
-
-
Employees Module
-
-
Hierarchical-tree-view is added to Employees Module
-
-
-
-
Tree view can call button actions
-
-
-
-
-
Tree view: Support for invisible attributes for the buttons
-
-
-
-
-
Tree view supports multiple models for a view (ie hr.department for tree skeleton and hr.jobs for the leaves)
-
-
-
-
-
Clickable attribute feature is added
-
-
-
Settings Module
-
-
Added Open AI Key field under Integrations group in General Settings
-
-
Email Marketing Module
-
-
Added a color picker function to the Theme Colors(for buttons) field in Email Marketing Module
-
-
-
Added color picker to select desired color for background of Email Marketing Template
-
-
Mobile
-
-
Default notification sound added for IOS devices
-
-
-
Mobile notifications are provided for Calendar reminders
-
-
General
-
-
User can create activity to other users from quick creation now
-
-
-
Provided company based Microsoft Teams and Zoom setups for databases with multi-company feature is activated
-
Picking custom color for the selected text is now uses the general pickColor function instead of custom dialog
-
Fixed
-
Calendar Module
-
-
Inability to update the meeting time by attendees of collective meeting type
-
-
-
Visibility of Reschedule button in invitation mail is changed to view by only third-party users
-
-
Recruitment Module
-
-
Making a note in chatter as if the mail is going to someone, when the applicant is not set on the Application form
-
-
Surveys Module
-
-
Asterisk icon (*) slides down for the mandatory questions in Surveys Module
-
-
-
Extending Question field to the right side of the page when question names are long in Survey Module
-
-
-
Inability to duplicate feature on newly added HTML fields(Question and Choice) in Survey Module
-
-
-
Auto-focus feature of cursor is disabled for the answers in Surveys Module
-
-
Substitution
-
-
The problem where the same user could not give same group authorization to two different users at the same time with the substitution feature
-
-
App Builder
-
-
Error occurred when there is an attachment (ir.attachment) field in the lines of the many2one field added to a custom model
-
-
-
Removing default filters by App builder causes an error
-
-
OKR Module
-
-
Viewing unnecessarily Actual number field under Progress group from Key Results form for "Achieved or not (%100/0%)" Key Result Type
-
-
Resource Allocation Module
-
-
The problem that when a user deletes recurring meetings with the This and the following allocation button, somehow some other users' allocations are also deleted
-
-
Leaves
-
-
Inability of creating "leave" and those with leave type "other" are not allowed simultaneously
-
-
Mobile
-
-
After closing a dialog form that is opened from another dialog form breaks the scroll mechanism of the parent dialog form
-
-
-
Inability redirecting push notifications the users to the related record on Mobile
-
-
Support Module
-
-
Support staff replies are not visible for the portal users
-
-
-
Support staff close messages are not visible for the portal users
-
-
-
Emails that are sent by customer to a ticket are not visible on the portal
-
-
Website
-
-
We previously blocked guest checkout with existing emails in our database. Now, users can complete purchases as guests even with existing email addresses
-
-
General
-
-
Creating a record from base automation or cron that has a workflow may raise an error like 'ValueError
-
-
-
Having users of portal and employee access rights at the same time
-
-
-
Error occurred when trial db’s unique name generation may fail rarely
-
February, 2024
What's New
-
App Builder
-
-
Performance improvement
-
App Builder license can be enabled/disabled from the saas portal
-
-
Subscription
-
-
Added Subscription History tab to Subscriptions
-
-
General
-
-
Substitution
-
-
Substitution first working logic
-
Substitution now supports xml groups
-
Substitution state now stored in the session
-
New substitution logic with a better performance
-
New substitution logic now properly handles inherited groups
-
Record rules: Writable for the owner, readable for the substitute
-
Ensures that a group that the main user does not have not being attached to the target user
-
Adds "Substitutions" menu item under the top user menu
-
User field is auto filled and readonly
-
A scheduled job is added for disabling expired substitutions
-
Try now page now suggest a db name automatically filled
-
A new option for HTML Widget
-
Many2many_tags and Many2many_tags_email widgets now allows the user to select multiple records at once
-
Security checks are added for Cloudoffix Connect API
-
-
Turkish Translation Update
-
Custom script support is added for the tree view
-
Documentation is added for custom tree view renderers and, adding a script block directly into a Tree view
-
Survey
-
-
Allows the users set a custom style for the questions
-
Html editor for the survey question now takes less space without any border
-
Html editor is added for answer options
-
value_html and question_html fields are added to survey labels and survey questions for frontend usage
-
Multiple and single choice survey questions labels supports html
-
Simplifed html editor widget no more shows view code button
-
Html editor drop down menus are not accessible in a small dialogs like survey answers
-
Answer dialog form redesigned, all widgets are now full width
-
-
Recruitment
-
-
Send Quiz Survey field located under Automated Actions header on Stage form
-
-
Resource Allocation
-
-
Resource Report View
-
-
Scale labels
-
Scheduled bars
-
KPI labels
-
UI elements
-
Next-prev buttons
-
Filtering by resources
-
Date range selector
-
Custom date range
-
Daily and weekly mode
-
New view icon
-
-
-
Resource view filter button now lists saved filters
-
-
Selecting a saved filters no more closes the drop down
-
Selected saved filters are now marked with a check mark
-
-
Billable, unbillable representation mvp
-
Scheduled bar, billable and unbillable bars are now clickable
-
-
The dialog shows the related records
-
-
Billable and non-billable totals
-
Filter button lists saved filters like the resource view do
-
A table view added to the bottom of the resource report view for displaying the details of the report by resources
-
Sorting for the resource table
-
Adds scheduled ratio, billable ratio and non-billable ratio columns to the table
-
Clickable cells for accessing related records
-
Adds project tab
-
Project tab sorting, scroll boxes for long lists
-
Sticky headers
-
Connect Meetings Logs
-
-
A detailed logs for CloudOffix Connect is added
-
The list is accessible from Calendar/Config/Meeting
-
Last activity column added to list view
-
Default filter is now 'Has Activity' for the meeting log list
-
"Online Meeting duration" and "Online Meeting Delay" fields are added into the Connect tab
-
A chatter message is automatically logged after a meeting gets completed
-
Fixed
-
- Subscription
-
- subscription_total_change field incorrect calculation
- Subscription unlink error
- OKR
-
- Is a Vendor and Internal Reference criteria are moved under Engagement Criteria Type
- Scoring
-
- Module cannot be upgraded in a db with 5k or more partner
- Substitution
-
- Substitution menu appears twice for some databases
- Searching user groups raises a permission error
- Clicking the Substitutions menu auto-closes the app drawer if open
- General
-
- A bug that causing incorrect sorting and record limiting on calendar event views
- A many2many field of a custom model cannot be added to a chart
- Displaying "Request timed out" warning popup while creating Trial accounts
- Double clicking on the calendar no more opens two dialogs
- AttributeError: 'ir.http' object has no attribute '_ensure_cookie_set' error on offline chat message
- Resource Allocation
-
- Resource Report View
-
- The style when there are too many columns
- A bug that causes the last resource domain set from the other tab not being applied
- No more negative values in unscheduled box
- Rounds statistics
-
- Related dialog domain to avoid next day's records from being shown
- When there are no records, percentage values might be printed as NaN
- Connect Meetings Logs
-
- An error while creating a recurrent event
- Calendar
-
- When the new button was pressed multiple times it didn't seem like a all day due to the difference in seconds in the moment
- Recruitment
-
- The problem of ability to add guests to the meeting where applicants set up the time of job interview on the shared calendar
- Inability to set the privacy of the meetings created through Applicant form as "Only me"
- Adds warning to send quiz button when applicant field is blank
- Incorrect meeting count on recruitment form
- When a calendar appointment meeting is rescheduled via button on invitation email, the main calendar event structure is broken
January, 2024
What's New
- Website
-
- Each frontend design now have their own action object instead of using the common one
- Re-designed the Mailing Subscriptions page for Unsubscribe template on Portal
- Provided the availability of workflows in the Portal
- Each frontend design now have their own action object instead of using the common one
- Resource Allocation Module
-
- Resource Allocation record name is generated automatically as "Assigned to - Start Date" format now
- Contacts Module
-
- Added the feature to the new contact card to scan a business card
- Opt-out fields on contact and crm cards now became trackablE
- Support Module
-
- Added the Round-Robin Assignment field to Settings of Support Module
- Optimized accessibility of fields in the support ticket form in Console via DevTools based on Employees/Employee authorization
- Added the Round-Robin Assignment field to Settings of Support Module
- Email Marketing Module
-
- Replaced twitter(bird) icon with X icon in Email Marketing Module
- Users can select custom text color in website editor of Email Marketing now by clicking plus icon (color picker)
- Replaced twitter(bird) icon with X icon in Email Marketing Module
- CRM Module
-
- Lead Scoring checkbox is removed from Settings of CRM Module
- Provided displaying the field that is opt-out on the contact card is also as opt-out on the Lead form
- Opt-out fields on contact and crm cards now became trackable
- Lead Scoring checkbox is removed from Settings of CRM Module
- Project Module
-
- Sprint Management checkbox can be activated or deactivated by admin user now
- Sprint Management model can be installed via Settings of Project Module
- Sprint Management checkbox can be activated or deactivated by admin user now
- Discuss Module
-
- Added anonymous voting feature on Discuss channel
- Added anonymous voting feature on Discuss channel
- App Builder
-
- Added "Bypass Permission Checks" option to Cloudoffix App Builder to skip all permission checks for that field
- Provided Allow Portal users checkbox in related workflow under Admin Panel is clicked automatically when "Enable web access" and "Show in my portal" checkboxes are clicked in App Builder
- Provided stat buttons server side support in App Builder
- Default values now properly filled upon creating new record for the users navigated through the stat buttons
- OKR Module
-
- Added My Objectives and My Key Results filters to OKR Module
- Added My Objectives and My Key Results filters to OKR Module
- SMS Marketing Module
-
- SMS content can now be changed when a template is selected in SMS marketing
- SMS content can now be changed when a template is selected in SMS marketing
- Subscription Module
-
- Added archiving feature to Subscription Module
- Added archiving feature to Subscription Module
- Calendar Module
-
- Activated the new recurrent meeting feature
- Added a new model to keep Cloudoffix Connect Meetings separately in the system
- Cloudoffix Mobile App
-
- Portal users can login on mobile app
- Removed the structure that portal users can navigate between the pages of the site when they log in from the mobile application
- Reduced the height of My Portal header on Mobile
- General
-
- A utility function is added for requesting new ssl certificate for mailgun tracking urls
- Added new country states
- Removed Collaborative Pads module installation field from module settings
- Added frontend access settings views under Technical menu item. All employees and Portal users have only read access, Admins have the full access in this way
-
-
Fixed
-
SMS Marketing
-
-
Recipient count is able to view even though recipient is added with only partner info
-
-
Calendar Module
-
-
Viewing “Only the owner can edit the meeting type” error on portal
-
An error that If attendees and owners are same, appointment module can't find an available slot
-
An invitation mail is sent to customer when a recurring meeting deleted
-
Date error occurred when a recurring meeting creating via Meeting stat button of the related form
-
-
Live Chat Module
-
-
The problem of not grouping by Operator only internal users are and not displaying in the filtering area in "Session Statistics" and "Operator Analysis Page" in Live Chat Module
-
-
E-learning Module
-
- Bug stopping the Vimeo working due to sending referrer header
-
App Builder
-
-
Moved "Visible On Portal" javascript logic from Live chat module to app builder module to prevent getting reference error in db's where app builder is not installed
-
A bug causing a custom user group to be removed on app builder upgrades
-
The problem of the project's visibility in the Portal by all employees in the company associated with the customer If the privacy field is set to "Visible to following customers"
-
The user receives an authorization error if the checklist field is added in Task to the portal view
-
-
Email Marketing Module
-
-
UThe problem of failure to display the X icon when dragging and dropping templates to the mail body in the Email Marketing Module
-
-
Discuss Module
-
-
Bug accidentally recorded voice recording from being sent to someone else
-
-
Project Module
-
-
The problem that all employees associated with the customer in the company can view the project even if they are not project followers
-
-
OKR Module
-
-
Inability of new employee can see Session or Objective created with All company option
-
-
General
-
-
Occurred “Domain Error: This domain is not supported”
-
Groups granting admin privileges to the user unexpectedly
-
Bug causes while processing email tracking, the system may find an incorrect partner because it uses a search operator instead of equality. For example, while we search support@yourcompany.com we may incorrectly find newsupport@yourcompany.com
-
An exception 'you have already voted' on anonymous voting from a floating chat
-
-
Cloudoffix Mobile App
-
-
Custom documents form views are not being rendered on native ios devices
-
2023
December
What's New
- App Builder
-
- Updated App builder and frontend design
- Provided showing the chatter on Portal via App Builder
- Added "Visible on portal" checkbox to make Log notes visible in Portal Chatter by App Builder
- Allowed adding new fields in tree view mode by App Builder
- Portal users can now post to the chatter even though they don't have write access to the model
- Added an improvement that attaches the last edited action to the frontend design in order to use default filters on the portal view custom doc
- Updated App builder and frontend design
- Resource Allocation
-
- Provided converting an allocation created to recurring allocation
- Added Resource Allocation stat button to the Project For
- Provided converting an allocation created to recurring allocation
- CRM
-
- Added "is in range" and "is not in range" operators for Last Stage Update field for Lead Scoring in CRM Module
- Added Score stat button to Opportunity form
- Added sms opt-out field to the Crm Module
- Calendar Module
-
- Added "This and following events" option to Calendar Meetings
- Added meeting description to the shared calendar view in Portal
- Added a many2many field called "Owners" above the "Attendees" field for creating a Calendar meeting with Team Booking selection
- Added the start and end information to email template of All-day meetings
- Added a context for not to check access control while scheduling meeting on Portal side
- Added "This and following events" option to Calendar Meetings
- OKR
-
- OKR menu item name changed to Objective
- Added Initiatives tab to Key Result form
- Added Session,Owner Type and Progress columns to list view of Objectives
- Columns are updated respectively as "Name", "Initial Number", "Key Result Type", "Target Number", "Actual Number", "Owners", "State" in the list view of
- Key Results page
- Implemented "Session" group by default filter in list view of Objectives
- Added Key result history to form view in OKR Module
- OKR menu item name changed to Objective
- Discuss Module
-
- #" is displayed instead of the strikethrough camera visual for Discuss Channels in Discuss top-bar
- Accepting a video call sends a notification back to the caller. This way the caller knows if the user has accepted the call. The meeting link automatically opens in a new tab upon the recipient's acceptance. If the recipient has multiple windows open, all windows show the incoming call, and when the user accepts a call from a tab, all tabs stop ringing. Also, the call rejection works in the same way
- #" is displayed instead of the strikethrough camera visual for Discuss Channels in Discuss top-bar
- Employees Module
-
- Updated when a "department change" or "promotion" employee activity is created in the tree view, the employee's department and job position (in the work information tab) according to this line
- Job positions now display on Organizational Chart in the user's preferred language
- Updated when a "department change" or "promotion" employee activity is created in the tree view, the employee's department and job position (in the work information tab) according to this line
- Email Marketing Module
-
- Mass mailing uses a different IP configuration for Email Marketing Module now
- Mass mailing uses a different IP configuration for Email Marketing Module now
- Project Module
-
- Removed default Hide subtasks filter on Sub-Tasks page
- Removed default Hide subtasks filter on Sub-Tasks page
- Sales Module
-
- Only internal users are displayed in Sales Person field of Sales Order form now
- Only internal users are displayed in Sales Person field of Sales Order form now
- Surveys Module
-
- Generated a different logic to compute the total score for the questions type is matrix
- Generated a different logic to compute the total score for the questions type is matrix
- Events Module
-
- Event registration template updated according to new UI design
- Event registration template updated according to new UI design
- Added a year parameter to be able to fetch public holidays for the desired year
- Checking "Visible only for mentioned partners" in the chatter automatically unchecks "Visible on portal" and disables it
- The previous development ensured the preservation of translations when a user made changes to an original text in the Website Editor. Now, additionally, we are marking these translations as 'to be translated'
- Added sitemap parameter
- Added Polish translation
- Removed elearning training link inside the sitemap
- Added new barcode generation logic for Sendeo cargo
- Removed the unnecessary line above the Total field in Travel Management Module
- Azerbaijani language added
- Generated "Fetch Holidays" For Resource Calendars Scheduled Job to Run for 3 Years
- Now users who have System Technical Settings access also become Resource Manager
- Mailgun api integrations addition, a new utility is added for switching email tracking urls protocol http to http
-
Fixed
-
Resource Allocation
-
-
Bug causes creating an allocation record in list view if the end date is set before the start date
-
Occurred visual glitch in allocations whose working hour has been exceeded in an extreme way
-
Inability of the all fields located on a recurring allocation updating with "this and following allocations" option
-
Overlapping problem with recurring allocations created as weekly or monthly
-
-
Employees Module
-
-
Changed Father name and Mother name fields’ widget type from Date to char under Private Information tab in Employees Module
-
-
Surveys Module
-
-
Redirecting an expired survey to Internal Server Error page
-
-
Calendar Module
-
-
Inability of update the fields with "This event" radio button on a recurring meeting
-
Displaying a record rule instead of an input field to enter the date of month if users want to create monthly recurring calendar meetings with "Date of month" optio
-
-
OKR Module
-
-
Occurring overflow when a very long description is typed to Related Objective field in OKR Module
-
Ability of editing the sessions and objectives by OKR user
-
Invisibility of employee selections in Objectives form of OKR Module when employee radio button is selected
-
Invisibility of user warning about the current value on the form opened when clicked on Update OKR button
-
Viewing the New and Import buttons in Key Result page by OKR users
-
Exceeding 100% or %0 of Progress value in Key Result
-
-
Live Chat Module
-
-
Uploading huge attachments(more than 10 MB) to a live chat session
-
Attaching a file publicly to a random model/record in LiveCha
-
-
Recruitment Module
-
-
Displaying all quiz answers in the system when clicked on Quiz Answers stat button form when there is no an applicant on Recruitment form
-
-
App Builder
-
-
Occurred an error with a message "Frontend access is not enabled for ..." while adding new records to a many2many field by App builder
-
Error occurred while adding a new stat button by App builde
-
-
Discuss Module
-
-
Unable to click on Submit button in the shared calendar page when pressed Enter tab after added a guest
-
The problem is that video call continues to ring in all tabs when switched to other Cloudoffix tabs opened on browser
-
Users with Live Support Manager authority could not create a private or discuss channel
-
-
360 Appraisal Module
-
-
The problem that the source of the selections in the drop-down list to make a selection in the Employee Category field in the 360 Appraisal module is coming from two different fiel
-
-
Marketing Automation Module
-
-
Two problems while creating an activity on Campaign form of Marketing Automation
-
-
Custom documents top gap is too big for a Portal user for frontend design
-
Bug causes the domain filter used with "last_x_days" expressions to not include the current day
-
The web editor no more losses previous translations of the text that the user edited
-
Unable to click on Google reCAPTCHA Active checkbox on Settings page in the Support Module
-
Bug is related to keeping multiple sessions alive on the SaaS servers. Multiple sessions causes doubling the new_database request to the upstream serves
November
What's New
- Travel Management Module
-
- Added My Receipts filter to My Receipts model in Travel Management Module
- Expense lines of the receipt is sorting as in the receipt when reads by OCR
- Added a rule to separate the decimal numbers format with dot(.) for expenses
- Description of expense is noted as "Expenses", when product name is not able to read by OCR
- Added 2 radio buttons to the popup opened by clicking Auto Expense Entry button
-
- 1. Create an expense record for each receipt. (default)
- 2. Create a separate expense record for each receipt line
- “Poll” option is added to Discuss Module
-
- Added the ability to send a survey to a channel
- Poll can be voted
- Showed voter’s avatar in Polling
- Votes are counted
- Multi select option is added to Poll
- Poll options can be created on the list view instead of popups on a mobile device
- Adjusted the check marks we used for the options of Polls and provided compatible with the current theme
- Voice recording feature is added on Discuss Module
-
- A black microphone icon for voice messaging is shown until a text typed into message box in Discuss Modul
- Pausing and resuming functionality is added to voice messaging feature
- "Send Voice Message" menu item is removed from the + plus menu in Discuss Module
- Cros browser support is added for both recording and playing for voice messaging feature
- Added voice messaging feature to floating chat
- Ability to play the current record before sending feature is added for voice messaging
- Added video call feature to Discuss Module
-
- Incoming call is displayed on UI and sounds
- Incoming call popup is automatically closed after 60 seconds of ringing
- A new ring tone is added
- Answering or rejecting a call immediately stops the ringer
- A video call can be initiated from the floating chat window
- Video call button no more displayed for public chats in floating chat
- Video call button is hidden when chat popup is minimized to prevent any unnecessary confusion or error
- Resource Allocation
-
- Settings menu is added under Configuration menu item of Resource Allocation
- Resource Allocation is added as a separate app to the system
- Resource allocation record can be created recurring
- When Resource allocation is installed, employee cards include a new tab called "Allocation"
- Sorting no more moves 'load more' link to the top on Resource allocation view
- Provided converting an allocation created to recurring allocation
- Provided to display availability for the employees an extra of 90 days before and after in order to show overscheduled hours in Resource Allocation Module
- "New" button is added to the top left of the chart of Resource Allocation to create a new allocation
- There are four types of access rights for Resource Allocation app.
-
- 1. User Documents Read Only
- 2. User Documents
- 3. Team Document
- 4. Manager
- Overscheduled hours now displayed with a “+” prefix instead of “-”
- Added customizable weekend settings for resource allocation
- Allowed to view past dates older than 1 years ago with custom option
- Provided to able to view the backdated allocations till 2 months ago
- CRM Module/ Lead Scoring Feature
-
- Multiple Lead Scoring rules can be able to activate or deactivate with buttons under Action menu item in List view
- "Referred" criteria option name is changed to "Referred by"
- “Delete” button under Action menu item is removed from the Score stat button on the lead form
- Concealed the Score stat button on Lead or Opportunity form if there is no Lead Scoring rule
- Scoring Rule Operators are hidden under Configuration menu item of CRM Module
- “Is favorite” criteria is delisted from Lead Scoring Rule form
- Removed some operators for “Assigned Date” criteria and added “is in range” and “is not in range” operators for “Assigned Date” criteria
- Added "Score" column to list view of Leads
- Added Score stat button to Opportunity form
- “Lost Reason” criteria is delisted from Lead Property criteria type
- “Priority” criteria is delisted from Lead Property criteria type
- Added "is in range" and "is not in range" operators for Date and Date Time criterias
- Criteria option displayed as "Email Sent Counter" changed to "Email Sent Count” in Scoring Rules Page
- SMS Marketing Module
-
- Added Failure Type column to SMS Traces List view in Sms Marketing Module
- SMS text's character count field is visible after saved the SMS Marketing Template now
- Added displaying with "group by" status option to SMS Marketing Kanban view by default
- Dynamic Placeholder Generator tab is added between SMS Content and Settings tab to Sms Template form
- Recipients can be added now with only phone number info while creating a contact list by importing in SMS Marketing Module
- Calendar Module
-
- Recurring meetings can be distinguished from each other currently
- Adjusted the Join Meeting and Reschedule buttons on Invitation mail
- Displayed "Edit recurring event" field now when editing a recurrent meeting created already
- Provided only internal users are listed as Meeting Owner while creating a meeting
- Meeting url (Join Meeting button) is added to “Calendar: Reminder” mail templat
- Mobile App Improvements
-
- Added plus icon includes icon “E-mail”, “Log Note”, “Log a call”, “Schedule” options next to chatter filter
- Aligned the Filter button to the left and followers box to the right on Mobile devices
- Removed elearning training link inside the sitemap
- Added a feature that auto-closing faster Live Chat within determined minute after operator’s last message
- Added "Assigned to" and "Monitored by me" tabs to the Activities icon
- Dynamic Placeholder Generator tab is added between Mail Body and Options tabs to Email Marketing template form
- Automatically generates avatar with initials for the employees now if there is no profile photo
- Users can see companies tickets on company partner card
- Filters and Saved filters buttons relocated under Search box again in Discuss Module on browser and mobile
- App Builder New Release
-
- Dialog form editors now supports multiple-views
- Delete button only visible if there is a row with checkbox checked
- Dialog form is used if there is no embedded editor found; text box is used for html fields
- Date fields no more shows the date format placeholders
- A new ability for setting or updating fold field for a status bar widget
- Rendering Sate fields Folded attribute for frontend: Auto moves a stage to the bar if it is clicked under the "more" menu
-
Fixed
-
SMS Marketing
-
-
The problem that the Sms template created once cannot be changed agai
-
A bug causes when selected a SMS template created, the SMS content section is displayed as the content of the first created template
-
Error occurred while clicking on "Sent" and "Clicked" stat buttons in SMS Marketing Module
-
An error occurred while sending SMS with Dynamic Placeholder Generator option
-
Occurring Visual glitch problem in the recipient form while editing in Sms Marketing Module
-
Bug that Score value is displayed on Lead card even though the status field of the rule is deactivate
-
-
Resource Allocation Module
-
-
Ellipsis is added for allocations have long project names in Kanban
-
Visual glitch that causes allocations with long project names and time information to overlap in Kanban view
-
Bug causes when employees have leaves, overschedules are calculated incorrectly
-
Error occurred while creating a recurring allocation
-
-
CRM/Lead Scoring Model
-
-
Bug occurred when Score value is created with negative numbers in Lead Scoring Rule
-
The problem that a lead scoring rule value created with a negative number is not displayed in the List view when clicking the Score stat button on the Lead record
-
Bug causes that it appears as "Record (s) 0" even though there are Lead records according to Lead Scoring Rule is created with “Custom” option
-
Displaying two fields named Criteria Type on the Scoring Rule form
-
Bug causes viewing two "Criteria type" fields on Lead Scoring rule form while choosing Custom criteria type
-
Refined resource allocation query and prevented record duplication in Resource Allocation
-
Prevented excessive row height on load more in Resource Allocation
-
-
Calendar Module
-
-
Error occurred that creating a recurring meeting with "End Date" option
-
Bug causes that if user creates a recurring meeting, Date field is not displayed empty in Until field while editing
-
Bug causes that if users create a meeting on Calendar and convert to recurring meeting, the recurrent meeting can not be created
-
An error occurred if user wants to update the end date of a recurring meeting created with All events option
-
-
Visual glitch comes out while displaying Work information and Work Experiences tabs fully on Employee form
-
The problem that ability to delete the default expense product
-
Incorrect model on expense alias
-
An error occurred when LiveChat is not installed
-
Assigning operator problem with round-robin method in Live Chat
-
User's real IP could not be traced with Long Polling
-
Now the active field of the partner and user cards will be checked before sending the "New Login Geolocation Confirmation" email
-
In vote receive logic comes out a bug
-
Removed the notebook widget from the new poll dialog
-
Visual glitch of broken Call button style for mobile devices
-
Visual glitch problem that Following/Followers link on the chatter is clipped on mobile devices
-
The problem that chatter filter and followers menu stays behind of the chatter messages
-
The problem that Unrouted filter not functioning properly
-
Chatter topbar causes an unnecessary horizontal scrollbar on mobile devices
-
Bug causes that overlapping the filtering area with filter and saved filter button when user adds a lot of filters
-
Visual glitch occurs that chatter filter symbol is slided to right
October
What's New
-
Changed Timesheet icon on top bar
-
"Is Template" checkbox is default selected now when the user creates a new Project Template
-
Added My Receipts root model for OCR and placed menu item to My Expenses menu Updated the Event registration template
-
Added receipt button box to show attachments in My Receipts model
-
Updated the Applicant: Acknowledgment email template according to new UI design
-
Updated Applicant: Refuse email template according to new UI design
-
Updated Applicant: Interest email template according to new UI design
-
Sprint Management Module
Removed Kanban view option from Backlog for streamlined functionality
Added Sprint column to the Tasks view for enhanced visibility
Removed Started status on Sprint workflow -
Limited the Attachment dropdown for 20 attachment records
-
Provided ability to create simultaneous meetings while using "Zoom"
-
Implemented design improvements for Timesheet Creation Widget on top-bar
-
Moved the amount field on the kanban view of Subscriptions
Implemented that Live chat "Active Sessions" list does not include the chats that the "Begin Chat" button is not clicked yet on Portal -
When public user clicks on Live Chat icon without clicking Begin Chat button on Portal, the message "Your conversation has ended" is not displayed now
-
since the chat is displayed under Live Sessions
-
Added clipping message feature (for larger than 500kb) on chatter and "view full message" link text for see full version of message.
-
Added OCR Credit control
-
Implemented enhancements for appropriately viewing the calendar appoinment on Portal
-
Added better warning content for camera sharing during answering a survey
-
Provided assigning company timezone to contacts without an address in the Contact card
-
Updated font size of my portal text for mobile view
-
Added Resource Allocation feature to Project Module
Weekends are auto excluding while adding allocation on Resource Allocation
Added a marker for current week and current day on Resource Allocation page
Added an autoscroll to today on initialization on Resource Allocation page
Implemented missing hours display on Resource Allocation Kanban view
Resource allocation entries colored by the color of project’s Kanban card
Added ability to change resource filter on the fly for Resource view side bar
Resource allocations: Resource allocation entries height calculated based on their working hours per day
Resource allocations: Auto row height when there is overschedules
Resource allocations: Drag/drop fills empty spaces on the graph
Resource allocations: if the user selects more then they intended moving mouse back unselects the last cells
Resource allocations: Remembers resource filter
Resource allocations: Remembers sort order -
Added one more condition to country filter
-
Added a new method to distinguish recurring meetings from other meetings. Every recurring meeting has different id number now
-
Provided local institution list for selection of education details for Employees Module for Turkey
-
Added military info field for Employees Module for Turkey
-
Added new UI design for the right to left languages
-
Enabled login using ADFS also on mobile devices
-
Hided the emoji button for floating chat in mobile devices
-
Improved the input area style for floating chat in mobile devices
-
Changed from xlwt to xlsxwriter to remove limitations in Excel exports, thus improving performance
Fixed
-
Error occured the scheduled emails is sent to unconfirmed attendees in Events
-
Prevented displaying the Start Connect Meeting button even though not created a Connect Meeting
-
The problem when the browser unresponsive due to the chatter mail load without "show more" feature
-
Bug that causes the filtering field to overlap with Kanban cards on Mobile
-
Expense report rows column width adjusted
-
An error when a request was created for a non-existent partner with a public user
-
The error is “External ID not found” for Expense mail alias
-
The problem is about context for the 'Document' button in the hr.employee model
-
Direct link to the records redirects to the kanban of the same record type
-
Bug causes that subscription was closed when the quotation or order was canceled
-
The error that admin user is not able to create a channel in Discuss Module
-
The bug occurs that Invoicing tab in contact cards is not hidden if the Invoicing Module is not installed in a DB
-
Removing the gray gap between the plus icon and the dropdown menu when clicking the plus icon in floating chat
-
Aligning problem the plus menu button with the input area
-
An error occurs while calculating the duration when there is no project in the task
September
What's New
-
Created Sprint Management module
Sprint Management: Users can add tasks to a sprint from within the sprint form
Sprint Management: Added a security group that can be set from a user form
Created access rights for Project Sprint Model
Added the Backlog feature to Sprint Management
Developed a transfer process works for the remaining tasks from the previous sprint to add to next sprint(s)
Added Tasks stat button on Sprint form
Added Action menu item on Sprint page
Created search view field for sprint
Added tree and form view for sprint
Added Sprint Management field to Settings to activate the Sprint
Provided enhanced user experience by making the workflow on the Sprint form clickable
Changed description for Sprint Management field in Setting of Project Module
Updated Tasks stat's symbol on Sprint form to match the design used in the Project form
Added hint for Backlog field on Stage form
Added 'Remove Task' action to Sprint model for task removal from Sprint without deletion
Restricted 'Add to Sprint' option to Project Managers only for tasks in Sprint form -
Re-newed discuss channel style
Removed "#", and "Profile photo" fields from the Channel Settings pop-up on Discuss Module and updated fields positions on popup
Chat message editor's auto height mechanism now works properly on mobile devices in Discuss Module
Added search bar to discuss module for mobile devices
Clicking channel name no more opens the chat editor on Mobile
Hided channel description on mobile devices
Provided clicking the Enter key to switch to next line does not submits the message on Mobile Devices
Message composer remains stable after 6 lines on Mobile
Hided emoji button in Discuss chats on mobile devices
Added a new plus icon is beside the message composer that a dropdown menu contains two item; Attach file, Run a shortcut -
Centered c portal view
-
Placed connect tab after Meeting Details for CloudOffix Connect Meetings
-
Implemented interrelated operation of the Deadline fields in the survey creation and sending process
-
Removed published stat button on Live Chat form
-
Removed unwanted waiting messages from throbber
-
Re-named Messages tab on Live Chat form as Settings
-
Added a new field to Settings tab of Live Chat form to customize the welcome message
-
Adjusted Close Inactive Chats Time Field from hours to minutes
-
Updated Event registration template
-
Implemented validation to restrict multiple video conferencing tool selections per meeting
-
Generated closed the chat session in the backend when the visitor closes the chat window from the Portal
-
Changed authorization to update the working hours field on live chat to manager only
-
Removed the scrollbars on external Live Chat Offline form visual
-
Added a new method for creating recurring meetings
-
Re-located the Create Timesheet button on calendar event
-
Created a method to prevent sending more than one simultaneous advance request
-
Added coloring settings on subscriptions kanban cards
-
Updated warning for a better content while creating an advance for another employee
-
Implemented a functionality to assign the company timezone to contacts without an address in the Contact card
-
Rearranged the fields positions on Options Tab in Survey Create Questions form
-
Improved sending the Discuss message speed
Fixed
-
Fixed the order of quotations among Quotation, Quotation Sent, Sale Order states
-
Fixed Internal Server Error when adding multiple attendees to an event from Portal
-
Fixed a non-existent or malformed redirect link tracker url redirects forever
-
Fixed sorting Partner Levels correctly according to the sequence
-
Fixed sorting correctly Recruitment degrees according to the sequence
-
Fixed: Job-specific and Excluded for jobs fields to be used simultaneously on Stages form in Recruitment Module
-
Fixed Quotations record' view from Portal in Mobile
-
Fixed remaining as open the dropdowns opened on Kanban views when clicked to another field
-
Fixed the Create and Edit pop-up gets stuck on screen
-
Fixed meeting count calculation error and meetings on the Applicant's other applications were included in the total
-
Fixed issue with multiple meeting creation on shared calendar which means submit button becomes clickable once
-
Fixed unable watching Video type for Vimeo on Elearning Module
-
Fixed the same partner added twice to a calendar event ICS parsing fails
-
Error occured when creating a mass mailing campaign
-
Prevented a user is able to be view others' chat content
-
Prevented Submit Survey button is clickable multiple times
-
A foldable badge can not be created for attendees if the sell tickets settings is not enabled from the event settings page
-
Fixed: opening a channel from the Discuss module in one click
-
Fixed: Users' partners were prevented from being set as customers by default
August
What's New
-
Moved that record to the top of the list instead of repeating the reopened record in recently viewed items
-
Teams/Zoom URL is added in the email that is sent when creating the calendar event in Calendar Appointment Module
-
Translate update for Turkish mode
-
App Builder Improvement: To differentiate frontend and backend updates while using app builder, frontend writes and creates now puts a flag in the context
-
Mobile App Improvement: CSS class updated for overlapping views on calendar in mobile app
-
Mobile App Improvement: My portal text and symbol in mobile app are aligned
-
Live Chat Improvement: Using Round Robin Method for directing operators to customers
-
Removed the auto-added blank paragraph line at the top of the reply message templates
-
Position of pagination buttons and action menu on portal in mobile app are updated
-
External live chat now works independently without interfering with the external website libraries. (iframe)
-
External livechat now auto detects the users language
-
Added timesheet creation on Calendar feature
-
Frontend Designer now allows multiple entries on my portal for each different listing headers
-
My Portal entries now can have a default domain
-
Operator name is displayed with first name only on live chat pop-up
-
External live chat recognise the logged-in user in an external website
-
My portal: Custom document counters are displayed taking into account the given domain filter
-
My Portal: The edit form of the Custom documents now properly shows/hides the pager taking the given domain into account
-
Added working hour field on live chat channel form
-
Advance button on the employee form is hidden for non authorized employees instead of preventing access to the relevant form
-
Added record rules user and manager authority at Advance Module
-
Added time tracker widget
-
Added timezone functionalities to time tracker
-
Added ability to clone previously created timer
-
Added enhance warning message for employee creation process
-
Added follow icon to mobile app
-
Action buttons on chatter in mobile app made to be a right scrollable structure
-
Pinned filter option set as default option to easy access
-
Mail tracking improvements: We use secure https schema for tracking urls
-
Mailgun improvements: We now use european servers when requested for better GDPR support
-
A more simple and user friendly field ( named Available Hour) will be used while creating a meeting type instead of Schedule Type field
-
Calendar invitation emails now include CloudOffix Connect url if enabled
-
Livechat Improvement: Minified Live Chat embed code updated to be more compatible and friendly with old style html editor
-
New chat command /close is added for Live chat operators to end the conversation with the customer
-
Offline Sessions view is enhanced
-
Implement new field for displaying asset name on support ticket
-
Livechat operators now can change their availability for incoming new chat requests
-
Added ability to exclude employees when creating leave for a group
-
Nginx performance improvement
-
Nginx improvement: A new tool for updating all clusters default site configurations
-
Operator number displayed on the live chat channel card is now clickable
-
Added an ability to select attendees for Team Booking type meetings while using Calendar Appointment
-
Added two distribution types for Team Booking type meetings while using Calendar Appointment
-
The Live Chat button, welcome text message, and input placeholder fields on live chat channel form became translatable
-
Detecting the external live chat from the browser language
-
“Thank you for your message” notification that appear after sending a message on offline chat is restyled
-
Upgraded lxml to latest 4.9.3 to fix emoji strip bug on Mac hosts
-
A method has been written to allow users to create a field type using the DateTime Picker option within the HTML form
-
Added "Allow customers to email the chat log" option to the Channel Settings on Live Chat
-
Added an invisible condition so that users in the Employee /Employee group cannot see the checklist of another employee
-
Hitting the cross icon no longer hides the live chat button
-
External Live Chat window now adopts the iframe size
-
Users now can set an expire date to a mail channel in Discuss Module
-
The inactivity threshold for closing inactive Live Chat sessions is added to be defined on the channel settings
-
Users now can set a deadline to close inactive live chat channel
-
Live Chat Channel Settings page header was renamed to "Settings" instead of "Messages"
-
Active Sessions stat button is added on the LiveChat Channel form
-
“Track: Confirmation Template” is updated to align with CloudOffix's new theme
-
Max Active Sessions per operator setting is added to the Live Chat Channel settings
-
Close Session added under the action menu for closing inactive sessions quickly
-
Saas system will create mailgun domain on EU region for EU clients by default
-
Increased discuss chat box height for up to 6 lines of content on mobile app
Moved that record to the top of the list instead of repeating the reopened record in recently viewed items
Teams/Zoom URL is added in the email that is sent when creating the calendar event in Calendar Appointment Module
Translate update for Turkish mode
App Builder Improvement: To differentiate frontend and backend updates while using app builder, frontend writes and creates now puts a flag in the context
Mobile App Improvement: CSS class updated for overlapping views on calendar in mobile app
Mobile App Improvement: My portal text and symbol in mobile app are aligned
Live Chat Improvement: Using Round Robin Method for directing operators to customers
Removed the auto-added blank paragraph line at the top of the reply message templates
Position of pagination buttons and action menu on portal in mobile app are updated
External live chat now works independently without interfering with the external website libraries. (iframe)
External livechat now auto detects the users language
Added timesheet creation on Calendar feature
Frontend Designer now allows multiple entries on my portal for each different listing headers
My Portal entries now can have a default domain
Operator name is displayed with first name only on live chat pop-up
External live chat recognise the logged-in user in an external website
My portal: Custom document counters are displayed taking into account the given domain filter
My Portal: The edit form of the Custom documents now properly shows/hides the pager taking the given domain into account
Added working hour field on live chat channel form
Advance button on the employee form is hidden for non authorized employees instead of preventing access to the relevant form
Added record rules user and manager authority at Advance Module
Added time tracker widget
Added timezone functionalities to time tracker
Added ability to clone previously created timer
Added enhance warning message for employee creation process
Added follow icon to mobile app
Action buttons on chatter in mobile app made to be a right scrollable structure
Pinned filter option set as default option to easy access
Mail tracking improvements: We use secure https schema for tracking urls
Mailgun improvements: We now use european servers when requested for better GDPR support
A more simple and user friendly field ( named Available Hour) will be used while creating a meeting type instead of Schedule Type field
Calendar invitation emails now include CloudOffix Connect url if enabled
Livechat Improvement: Minified Live Chat embed code updated to be more compatible and friendly with old style html editor
New chat command /close is added for Live chat operators to end the conversation with the customer
Offline Sessions view is enhanced
Implement new field for displaying asset name on support ticket
Livechat operators now can change their availability for incoming new chat requests
Added ability to exclude employees when creating leave for a group
Nginx performance improvement
Nginx improvement: A new tool for updating all clusters default site configurations
Operator number displayed on the live chat channel card is now clickable
Added an ability to select attendees for Team Booking type meetings while using Calendar Appointment
Added two distribution types for Team Booking type meetings while using Calendar Appointment
The Live Chat button, welcome text message, and input placeholder fields on live chat channel form became translatable
Detecting the external live chat from the browser language
“Thank you for your message” notification that appear after sending a message on offline chat is restyled
Upgraded lxml to latest 4.9.3 to fix emoji strip bug on Mac hosts
A method has been written to allow users to create a field type using the DateTime Picker option within the HTML form
Added "Allow customers to email the chat log" option to the Channel Settings on Live Chat
Added an invisible condition so that users in the Employee /Employee group cannot see the checklist of another employee
Hitting the cross icon no longer hides the live chat button
External Live Chat window now adopts the iframe size
Users now can set an expire date to a mail channel in Discuss Module
The inactivity threshold for closing inactive Live Chat sessions is added to be defined on the channel settings
Users now can set a deadline to close inactive live chat channel
Live Chat Channel Settings page header was renamed to "Settings" instead of "Messages"
Active Sessions stat button is added on the LiveChat Channel form
“Track: Confirmation Template” is updated to align with CloudOffix's new theme
Max Active Sessions per operator setting is added to the Live Chat Channel settings
Close Session added under the action menu for closing inactive sessions quickly
Saas system will create mailgun domain on EU region for EU clients by default
Increased discuss chat box height for up to 6 lines of content on mobile app
Fixed
-
The Insecure Direct Object References (IDOR) problem
-
Authorization error while creating an activity under Quick Create menu
-
Error where archived records could not be exported
-
Bug that prevents the pop-up edit form from opening while using App Builder
-
Error causing timer to continue running in ticket form after the user paused it
-
Problem preventing default domains being executed correctly if they are depends on the default values of many2one fields while using App Builder
-
Editing the existing meeting type's URL field, didn’t change the related mapping record
-
Unnecessary new button under invitation tab of meeting forms is removed from mobile app
-
My Portal text and symbol in mobile app aligned
-
Character limit for subdomain names is set as forty
-
Some fields are relocated on survey sending pop-up
-
Error while calculating the operator count
-
Bug when Live chat code is embedded into the header section
The Insecure Direct Object References (IDOR) problem
Authorization error while creating an activity under Quick Create menu
Error where archived records could not be exported
Bug that prevents the pop-up edit form from opening while using App Builder
Error causing timer to continue running in ticket form after the user paused it
Problem preventing default domains being executed correctly if they are depends on the default values of many2one fields while using App Builder
Editing the existing meeting type's URL field, didn’t change the related mapping record
Unnecessary new button under invitation tab of meeting forms is removed from mobile app
My Portal text and symbol in mobile app aligned
Character limit for subdomain names is set as forty
Some fields are relocated on survey sending pop-up
Error while calculating the operator count
Bug when Live chat code is embedded into the header section
-
Error when sending an attachment from embedded LiveChat in the external website
-
Error occurring the Live Chat is embedded with an iframe, Chrome rejects to set state cookies
-
The bug causes when the live chat offline even though the operators are available since the system does not consider the working hours
-
The bug when chat screen remains open after the live chat rating
-
No more scroll bars on live chat multi department mode
-
Error causing a thin white line to appear when the channel is minimized
-
Problem with offline window not hiding when closing LiveChat offline chat
-
Breadcrumb title change to Timesheets from Activities on the page that appears after clicking Timesheet stat button on project form
Error when sending an attachment from embedded LiveChat in the external website
Error occurring the Live Chat is embedded with an iframe, Chrome rejects to set state cookies
The bug causes when the live chat offline even though the operators are available since the system does not consider the working hours
The bug when chat screen remains open after the live chat rating
No more scroll bars on live chat multi department mode
Error causing a thin white line to appear when the channel is minimized
Problem with offline window not hiding when closing LiveChat offline chat
Breadcrumb title change to Timesheets from Activities on the page that appears after clicking Timesheet stat button on project form
July
What's New
-
New my portal theme for cloudoffix.com Improvements on CloudOffix automation scripts
-
Added log for failed LDAP authentications
-
Tracking support is added for External Live chat: Detects partner
-
Tracking support is added for External Live chat: Auto creates tracking cookie if does not exist
-
Improvements on email templates in Mass Mailing Module
-
Improvements on Profile: Email Verification email template
-
Improvements on Download the CloudOffix mobile app template subject
-
Improvements on User Simulation Module
-
Online Meeting Feature: CloudOffix Connect
-
CloudOffix Connect: An online meeting URL automatically created on each calendar event creation
-
CloudOffix Connect: Two different online meeting URL created for the attendee and moderator
-
Ability to create expense records from attached files in the mail that sent to email alias
-
Added default parameter to payload
-
Upgraded external live chat jquery and jquery-ui
-
New taxes added for Türkiye mode
-
New App Builder Release
-
App builder frontend design: Support for value expressions is added
-
Frontend Designer: Canceling a new record now takes the user back to the list
-
Frontend Designer: Default value expressions
-
Show in my portal checkbox is hidden when the web access is disabled
-
App Builder Frontend Design: "Limit visibility to groups" settings removed from the frontend designer
-
App Builder Frontend Design: Default value editor removed from the frontend
-
Help hint is now multiline
-
App Builder Frontend Design: On Change scripts are now invisible in frontend mode
-
App Builder New Release: Visibility updates for basic fields
-
App Builder New Release: Visibility updates for page control and groups
-
App Builder Frontend Design: Frontend many2one widget properly displays the name instead of the ID of a default value
-
App Builder New Release: Canceling a new record navigates to the list
New my portal theme for cloudoffix.com Improvements on CloudOffix automation scripts
Added log for failed LDAP authentications
Tracking support is added for External Live chat: Detects partner
Tracking support is added for External Live chat: Auto creates tracking cookie if does not exist
Improvements on email templates in Mass Mailing Module
Improvements on Profile: Email Verification email template
Improvements on Download the CloudOffix mobile app template subject
Improvements on User Simulation Module
Online Meeting Feature: CloudOffix Connect
CloudOffix Connect: An online meeting URL automatically created on each calendar event creation
CloudOffix Connect: Two different online meeting URL created for the attendee and moderator
Ability to create expense records from attached files in the mail that sent to email alias
Added default parameter to payload
Upgraded external live chat jquery and jquery-ui
New taxes added for Türkiye mode
New App Builder Release
App builder frontend design: Support for value expressions is added
Frontend Designer: Canceling a new record now takes the user back to the list
Frontend Designer: Default value expressions
Show in my portal checkbox is hidden when the web access is disabled
App Builder Frontend Design: "Limit visibility to groups" settings removed from the frontend designer
App Builder Frontend Design: Default value editor removed from the frontend
Help hint is now multiline
App Builder Frontend Design: On Change scripts are now invisible in frontend mode
App Builder New Release: Visibility updates for basic fields
App Builder New Release: Visibility updates for page control and groups
App Builder Frontend Design: Frontend many2one widget properly displays the name instead of the ID of a default value
App Builder New Release: Canceling a new record navigates to the list
Fixed
-
The mail content was saved as draft even though user doesn’t want to
-
Company name is removed from My Portal/My Docs. header
-
User assigned to ticket mail will be sent directly, not queued
-
Prevented to lose some of the draft email values on consequent saves
-
Deleted users are now auto-removed from Unrouted Emails field in General Settings
-
Asset Request Approval field in Assets Module’s Settings is hidden while using ITSM MSP Module
-
Padding problem on Leaves Module’s kanban views
-
The bug causing user to see subscriptions belonging to coworkers from same company
-
When the tree view is the first view for a view action user cannot switch to the tree view on mobile devices
-
Error when updating product’s subscription templates with mass edit button
-
“No Seat Available” error on mobile app does not go away immediately even though there is a seat
-
Error when the mail templates defined in Timesheet Reminder field are deleted
-
Error when the user had no timezone selected
The mail content was saved as draft even though user doesn’t want to
Company name is removed from My Portal/My Docs. header
User assigned to ticket mail will be sent directly, not queued
Prevented to lose some of the draft email values on consequent saves
Deleted users are now auto-removed from Unrouted Emails field in General Settings
Asset Request Approval field in Assets Module’s Settings is hidden while using ITSM MSP Module
Padding problem on Leaves Module’s kanban views
The bug causing user to see subscriptions belonging to coworkers from same company
When the tree view is the first view for a view action user cannot switch to the tree view on mobile devices
Error when updating product’s subscription templates with mass edit button
“No Seat Available” error on mobile app does not go away immediately even though there is a seat
Error when the mail templates defined in Timesheet Reminder field are deleted
Error when the user had no timezone selected
-
Public users weren’t able to see support help pages even if they are in privilege groups
-
The bug causing registration problem as portal user
-
Incorrect duration of task’s in xlsx export
-
App Builder fix: Many2one fields in status bar causes an error that prevents the form being rendered
Public users weren’t able to see support help pages even if they are in privilege groups
The bug causing registration problem as portal user
Incorrect duration of task’s in xlsx export
App Builder fix: Many2one fields in status bar causes an error that prevents the form being rendered
June
What's New
-
New “My Portal” page theme
-
New “My Portal” page theme: New template
-
New “My Portal” page theme: New template path
-
New “My Portal” page theme: Active docs
-
New “My Portal” page theme for mobile phones
-
New “My Portal” page theme: A new welcome page design for my portal
-
Clicking on my portal navigates to my portal home
-
App Builder improvements
-
App builder: Dark colors property editor for group security selector drop down
-
Added ability to refund transactions
-
New datetime picker
-
Domain editor datetime picker is replaced with native html5 datetime picker
-
New App Builder theme
-
Improvement for calendar appointment mail templates
-
Added an ability to use weekend working hours in calendar appointment module
-
Added logs before and after iPara requests
-
New frontend designer style
-
New frontend designer style: Forms
-
New frontend designer style: Notebooks
-
Meeting invitation’s reply is now logged to the chatter
-
An invitation email is sent to internal users to use the mobile app
-
Web tracking improvements in link tracker
-
A new method for sending mails faster
New “My Portal” page theme
New “My Portal” page theme: New template
New “My Portal” page theme: New template path
New “My Portal” page theme: Active docs
New “My Portal” page theme for mobile phones
New “My Portal” page theme: A new welcome page design for my portal
Clicking on my portal navigates to my portal home
App Builder improvements
App builder: Dark colors property editor for group security selector drop down
Added ability to refund transactions
New datetime picker
Domain editor datetime picker is replaced with native html5 datetime picker
New App Builder theme
Improvement for calendar appointment mail templates
Added an ability to use weekend working hours in calendar appointment module
Added logs before and after iPara requests
New frontend designer style
New frontend designer style: Forms
New frontend designer style: Notebooks
Meeting invitation’s reply is now logged to the chatter
An invitation email is sent to internal users to use the mobile app
Web tracking improvements in link tracker
A new method for sending mails faster
Fixed
-
Mass mailing fails due to draft message logic
-
Calendar owner's calendar appointment mail templates haven't got a mail body
-
Clicking the Submit Ticket button on portal multiple times will result in multiple tickets with the same content
-
Show permission ui may not properly list regular users
-
Marketing automation failed on the leads that have no partner in it
-
The user cannot select a date time on the support ticket timesheet tab
-
Meeting start time options were not displayed considering working hours in the shared calendar
-
The bug that causes unexpected values for end and start date of working hours after fetching the global leaves
-
Error on switching to another menu while the app builder is open
-
Admins no more hidden in the Show Permission UI
-
Recently Viewed Items had stopped working
-
Unusable widget types for Many2Many fields in App Builder
Mass mailing fails due to draft message logic
Calendar owner's calendar appointment mail templates haven't got a mail body
Clicking the Submit Ticket button on portal multiple times will result in multiple tickets with the same content
Show permission ui may not properly list regular users
Marketing automation failed on the leads that have no partner in it
The user cannot select a date time on the support ticket timesheet tab
Meeting start time options were not displayed considering working hours in the shared calendar
The bug that causes unexpected values for end and start date of working hours after fetching the global leaves
Error on switching to another menu while the app builder is open
Admins no more hidden in the Show Permission UI
Recently Viewed Items had stopped working
Unusable widget types for Many2Many fields in App Builder
May
What's New
-
Improvement for draft mail UX design
-
System now asks user before saving draft mail
-
Added filter for chatter contents
-
Chatter filter: Basic searching with text
-
Chatter filter: Filters gets auto apply by typing in search field
-
Chatter filter: Paging support for filtered messages
-
Chatter filter: Auto applies on each checkbox changes
-
Chatter filter: Message subtypes are now properly displayed in the user's language
-
Chatter filter: Most used subtypes are now displayed in the upper region of the filter popup
-
Chatter filter: Filters are now saved by record instead of model
-
Chatter filter: Chatter filter is hidden while surfing through records via pagination
-
Calendar templates updated according to new UI design
-
New delivery method: Sendeo Cargo integration
-
"Double clicks to edit mechanism" is blocked for in-chatter use
-
Calendar Appointment Module: Users now are able to share their calendar in order to appoint a meeting at a suitable interval for both parties
-
Added copy to clipboard feature to copy the URLs easily from a form
-
App builder now supports scheduled jobs running multiple tasks on records of a specific domain
-
OCR (Optical character recognition): An easy way is generated to open expense records by sending receipts with mail
-
Now the written price is kept after changing the product in expense record
-
Added repeating feature for activities
-
Users are able to search for tracking values on Inbox page
-
Calendar invitation mails now kept on the meeting’s chatter
-
Calendar Events: Meeting owner now automatically subscribes for Invitation events
-
"Foldable Badge" is added under the print action for event participants
-
Only some groups will have access to the organizational chart
-
Added the ability to create model-independent activities under the Quick Create button
-
Admins are removed from the Show Permission List
Improvement for draft mail UX design
System now asks user before saving draft mail
Added filter for chatter contents
Chatter filter: Basic searching with text
Chatter filter: Filters gets auto apply by typing in search field
Chatter filter: Paging support for filtered messages
Chatter filter: Auto applies on each checkbox changes
Chatter filter: Message subtypes are now properly displayed in the user's language
Chatter filter: Most used subtypes are now displayed in the upper region of the filter popup
Chatter filter: Filters are now saved by record instead of model
Chatter filter: Chatter filter is hidden while surfing through records via pagination
Calendar templates updated according to new UI design
New delivery method: Sendeo Cargo integration
"Double clicks to edit mechanism" is blocked for in-chatter use
Calendar Appointment Module: Users now are able to share their calendar in order to appoint a meeting at a suitable interval for both parties
Added copy to clipboard feature to copy the URLs easily from a form
App builder now supports scheduled jobs running multiple tasks on records of a specific domain
OCR (Optical character recognition): An easy way is generated to open expense records by sending receipts with mail
Now the written price is kept after changing the product in expense record
Added repeating feature for activities
Users are able to search for tracking values on Inbox page
Calendar invitation mails now kept on the meeting’s chatter
Calendar Events: Meeting owner now automatically subscribes for Invitation events
"Foldable Badge" is added under the print action for event participants
Only some groups will have access to the organizational chart
Added the ability to create model-independent activities under the Quick Create button
Admins are removed from the Show Permission List
Fixed
-
Broken title view that comes after clicking employee card on organizational chart
-
Pressing esc key now properly triggers draft e-mail saving
-
Added a more user-friendly screen that appears after a login/registration trial with passive account
-
"Cannot read tag" error on project’s Gantt chart view
-
Bug invalidating the sequence field on leave type
-
Bug that causes only the superuser to enable frontend access of the form for a portal design
-
Chatter filter may go outside the visible screen on mobile devices
-
Chatter filter was not fully visible on some records’ and popup’s chatter
-
The leave taken on a weekend that included in the working days is deducted from the remaining leave rights even if it is a public holiday
-
Bug causing attendees with the same name as the recipient to appear as "You" in the meeting invitation mail
-
Consequent multiple clicks no more allowed to prevent multiple submission on html form
-
Edit and Clear buttons didn’t display fully on image field in some cases
-
Bug that causes the pagination is not visible when the users click an item from the history
-
Added a text type field instead of the html editor for the description field in the activity form
Broken title view that comes after clicking employee card on organizational chart
Pressing esc key now properly triggers draft e-mail saving
Added a more user-friendly screen that appears after a login/registration trial with passive account
"Cannot read tag" error on project’s Gantt chart view
Bug invalidating the sequence field on leave type
Bug that causes only the superuser to enable frontend access of the form for a portal design
Chatter filter may go outside the visible screen on mobile devices
Chatter filter was not fully visible on some records’ and popup’s chatter
The leave taken on a weekend that included in the working days is deducted from the remaining leave rights even if it is a public holiday
Bug causing attendees with the same name as the recipient to appear as "You" in the meeting invitation mail
Consequent multiple clicks no more allowed to prevent multiple submission on html form
Edit and Clear buttons didn’t display fully on image field in some cases
Bug that causes the pagination is not visible when the users click an item from the history
Added a text type field instead of the html editor for the description field in the activity form
April
What's New
-
More user-friendly Gantt Chart PDF Export option
-
Subtasks should be slightly indented of the tasks on Gantt Chart view
-
Default color used in gantt chart is blue now
-
Task stages are now has a color property to displayed in Gantt Chart view
-
The default color for expired tasks is red, but the user can change it by defining a system parameter
-
Gantt Chart view for Project’s tasks has now default Hide Subtask filter
-
The timeline header on the Gantt Chart is fixed at the top while scrolling
-
Menu item named Search is changed to Tasks and the sub-menu item named Tasks changed to My Tasks
-
Email field added while creating lead from daily visitors’ action drop down
-
Added ability to create user with a template
-
Disaster recovery tool update
-
Multi level default “group by” support for gantt charts
-
Channel mute/unmute option for both private and public chat channels
-
The ability to take Screenshots and Photographs during a quiz types surveys
-
Calendar templates updated according to new UI design
-
The ability to keep the changes on e-mail editor as draft stage
More user-friendly Gantt Chart PDF Export option
Subtasks should be slightly indented of the tasks on Gantt Chart view
Default color used in gantt chart is blue now
Task stages are now has a color property to displayed in Gantt Chart view
The default color for expired tasks is red, but the user can change it by defining a system parameter
Gantt Chart view for Project’s tasks has now default Hide Subtask filter
The timeline header on the Gantt Chart is fixed at the top while scrolling
Menu item named Search is changed to Tasks and the sub-menu item named Tasks changed to My Tasks
Email field added while creating lead from daily visitors’ action drop down
Added ability to create user with a template
Disaster recovery tool update
Multi level default “group by” support for gantt charts
Channel mute/unmute option for both private and public chat channels
The ability to take Screenshots and Photographs during a quiz types surveys
Calendar templates updated according to new UI design
The ability to keep the changes on e-mail editor as draft stage
Fixed
-
Domain filter’s search more action now properly works by updating the actual domain expression
-
After the recent python platform upgrade, some docx template headers are not being parsed properly
-
The bug that prevents fetching holidays without a HR Cloud
-
Unpaid leaves are removed from the leaves left in days stat button on employee card
-
The bug that prevents favicon from changing from the Website Settings
-
Password reset emails are now sent directly without being added to the mail queue
-
Organizational chart now shows all parents with the hierarchical structure even after it is filtered
-
The bug that prevents users to set the attendee’s stage as attended, if the survey’s stage changed to done
Domain filter’s search more action now properly works by updating the actual domain expression
After the recent python platform upgrade, some docx template headers are not being parsed properly
The bug that prevents fetching holidays without a HR Cloud
Unpaid leaves are removed from the leaves left in days stat button on employee card
The bug that prevents favicon from changing from the Website Settings
Password reset emails are now sent directly without being added to the mail queue
Organizational chart now shows all parents with the hierarchical structure even after it is filtered
The bug that prevents users to set the attendee’s stage as attended, if the survey’s stage changed to done
March
What's New
-
Added a new widget as copy to clipboard
-
Portal Form Designer Improvements: A dedicated edit page, full path breadcrumbs
-
Portal Form Designer Improvements: Clicking on listview rows navigates to the editor
-
Portal Form Designer Improvements: Add new record icon top of the list
-
Portal Form Designer Improvements: Form view now has a pager
-
Portal Form Designer Improvements: Create\Delete\Edit buttons are now only displayed if the user has the permissions
-
Portal Form Designer Improvements: Create\Delete\Edit functions are now works by navigating to a new page instead of dialog popups
-
Portal Form Designer Improvements: Edit in popups toggle
-
A gear icon is added to filter employees on organizational chart
-
Editing employees on the organizational chart is reflected to the chart without needing a refresh after closing the dialog
-
ICS file included webinar events now contains the join url
-
A more visual waiting screen for try now page
-
Chat GPT first working state
-
Chat GPT Improvements: Answers in a new thread
-
Chat GPT Improvements: Now can make ORM calls
-
Chat GPT channel pinned to the bottom of the active DM list
-
App Builder: Field Computations settings are moved under a dialog popup
-
Chat GPT is upgraded to latest libraries
-
Brute force attack prevention is improved
-
System now verifies the person who logins from another region
-
Performance improvements for mass mailing
Added a new widget as copy to clipboard
Portal Form Designer Improvements: A dedicated edit page, full path breadcrumbs
Portal Form Designer Improvements: Clicking on listview rows navigates to the editor
Portal Form Designer Improvements: Add new record icon top of the list
Portal Form Designer Improvements: Form view now has a pager
Portal Form Designer Improvements: Create\Delete\Edit buttons are now only displayed if the user has the permissions
Portal Form Designer Improvements: Create\Delete\Edit functions are now works by navigating to a new page instead of dialog popups
Portal Form Designer Improvements: Edit in popups toggle
A gear icon is added to filter employees on organizational chart
Editing employees on the organizational chart is reflected to the chart without needing a refresh after closing the dialog
ICS file included webinar events now contains the join url
A more visual waiting screen for try now page
Chat GPT first working state
Chat GPT Improvements: Answers in a new thread
Chat GPT Improvements: Now can make ORM calls
Chat GPT channel pinned to the bottom of the active DM list
App Builder: Field Computations settings are moved under a dialog popup
Chat GPT is upgraded to latest libraries
Brute force attack prevention is improved
System now verifies the person who logins from another region
Performance improvements for mass mailing
Fixed
-
Clicking on "Pick a course" button on portal guides to an invalid url
-
Prevents circular references on the user's access group inheritance chain
-
The error that received while mass editing records for more than one field at the same time
-
The error that received while mass editing records for more than one field at the same time
-
App builder Bug: Error on saving a new button box
-
App Builder Bug: Can not edit many2one field domain editor
-
Using attendee's name instead of just using event attendee on event mails
-
Quick create menu may raise an error if the relevant module is uninstalled
Clicking on "Pick a course" button on portal guides to an invalid url
Prevents circular references on the user's access group inheritance chain
The error that received while mass editing records for more than one field at the same time
The error that received while mass editing records for more than one field at the same time
App builder Bug: Error on saving a new button box
App Builder Bug: Can not edit many2one field domain editor
Using attendee's name instead of just using event attendee on event mails
Quick create menu may raise an error if the relevant module is uninstalled
February
What's New
-
New App Builder release
-
New Portal Form Designer release
-
Portal Form Designer Improvements: Allow custom search view design
-
Portal view now uses it's own search view instead of using the backends' search
-
Portal Form Designer now supports workflow action buttons
-
Create new app now can create multiple models at once
-
App Builder Improvements: Track_visibility settings added for new fields
-
App builder Improvements: Ability to confirm saving changes on menu clicks
-
App builder Improvements: Added a faster utility for applying the changes on the current view
-
App builder Improvements: Now asks to save changes on switching active model
-
App Builder Improvements: The system will auto generate a new name to make sure name is unique while creating a new model
-
Portal Form Designer Improvements: Custom documents are now auto listed under portal home /my/
-
Marketing automation performance improvements
-
Portal Form Designer Improvements: Added custom documents’ popup editor
-
Portal Form Designer Improvements: New, edit and delete buttons for portal view lists
-
Portal Form Designer Improvements: Custom documents popup editor
-
Portal Form Designer Improvements: Enabling/Disabling ability for popup editors
-
Portal Form Designer Improvements: Added wait animation
-
Portal Form Designer Improvements: Added custom documents breadcrumb
-
Portal Form Designer Improvements: Custom scripting tool improvements
-
Portal Form Designer Improvements: Performance improvements
-
Organizational Chart Improvements: If all children of a node are childless, we display it vertically
-
Organizational Chart Improvements: Clicking on a node opens up the employee card
-
Organizational Chart Improvements: Added level filter
-
Organizational Chart Improvements: Domain filter
New App Builder release
New Portal Form Designer release
Portal Form Designer Improvements: Allow custom search view design
Portal view now uses it's own search view instead of using the backends' search
Portal Form Designer now supports workflow action buttons
Create new app now can create multiple models at once
App Builder Improvements: Track_visibility settings added for new fields
App builder Improvements: Ability to confirm saving changes on menu clicks
App builder Improvements: Added a faster utility for applying the changes on the current view
App builder Improvements: Now asks to save changes on switching active model
App Builder Improvements: The system will auto generate a new name to make sure name is unique while creating a new model
Portal Form Designer Improvements: Custom documents are now auto listed under portal home /my/
Marketing automation performance improvements
Portal Form Designer Improvements: Added custom documents’ popup editor
Portal Form Designer Improvements: New, edit and delete buttons for portal view lists
Portal Form Designer Improvements: Custom documents popup editor
Portal Form Designer Improvements: Enabling/Disabling ability for popup editors
Portal Form Designer Improvements: Added wait animation
Portal Form Designer Improvements: Added custom documents breadcrumb
Portal Form Designer Improvements: Custom scripting tool improvements
Portal Form Designer Improvements: Performance improvements
Organizational Chart Improvements: If all children of a node are childless, we display it vertically
Organizational Chart Improvements: Clicking on a node opens up the employee card
Organizational Chart Improvements: Added level filter
Organizational Chart Improvements: Domain filter
Fixed
-
Prevented try now form from the submit on return key press
-
Html Form Builder (Portal Form Designer) shows user friendly values for selection fields instead of tech names now
-
The order of tabs changed on appraisals in 360 Degree Appraisal Module
-
Prevented the won popup from opening if there is an opportunity while the offer is approved
-
Prevented the menu items from disappearing after refreshing the browser when there is a menuless action open
-
The bug that prevents the teams link to generate when all day option is selected
-
Days to Close field’s calculation fixed on lead list view
-
The progress bar bug that occurs when there is a question with Selection Box format in the survey
-
If there is an unanswered mandatory question in the survey, the survey does not end when the time is up
-
Teamviewer session notes can be seen on the support ticket now
Prevented try now form from the submit on return key press
Html Form Builder (Portal Form Designer) shows user friendly values for selection fields instead of tech names now
The order of tabs changed on appraisals in 360 Degree Appraisal Module
Prevented the won popup from opening if there is an opportunity while the offer is approved
Prevented the menu items from disappearing after refreshing the browser when there is a menuless action open
The bug that prevents the teams link to generate when all day option is selected
Days to Close field’s calculation fixed on lead list view
The progress bar bug that occurs when there is a question with Selection Box format in the survey
If there is an unanswered mandatory question in the survey, the survey does not end when the time is up
Teamviewer session notes can be seen on the support ticket now
January
What's New
-
Customizable Html forms
-
Portal Form Designer Improvements: form view
-
Portal Form Designer Improvements: list view
-
Portal Form Designer now supports sorting by clicking column headers
-
Portal Form Designer Improvements: default filters are now able to be applied
-
Portal Form Designer Improvements: Group by feature for data
-
Improvements on Try Now page: Adding “https://” hint
-
Improvements on Try Now page: Ability to use Non-ASCII char for db name
-
Improvements on Try Now page: Instead of rejecting a previously chosen name, a new name is generated by adding a random value to the end
-
Only approved leaves are included in the leaves list on the employee card
-
The display of leaves on the employee card is divided into daily and hourly
-
Approved Requests filter set default for Leaves Summary
-
"Show Access Permission List" menu is only visible for managers
-
Survey portal view is improved
-
Survey portal view improvement: added the two column feature
-
Custom permission improvements: Support for adding a general read and per-record write at the same time for a particular model
-
Added option to install E-learning Module from settings
-
Survey Module Improvements: Progress Bar Feature
Fixed
-
An unexpected discount was added to the subtotal if the tax was removed from the quotation
-
Multi edit error in Helpdesk module
-
Current Year filter of the leaves list works based on start date, not creation date
-
If there are more users logged in than the specified number of concurrent users, the user receives a warning instead of receiving an error
-
Fixed Support Ticket filter problem on portal view
-
Mail tracking improvement: High number of fake open events that were being generated is prevented
-
Although the payment was done on the portal, state of the invoice remained as "waiting for payment" in subscription
-
The bug that causes subscription duplicating after the related sale order is duplicated
-
A bug that caused the selected image to be lost when creating a new recording
2022
December
What's New
-
Added new docx output format for docx reporting module
-
Added wrapped_slug / unslug methods
-
A new email verify template is added
-
Auto update time zone for contacts according to their country information
-
Calendar event invitations now include the join URL in the location field
-
Customers can see the comments and attachments they have added to their support tickets from the portal as a conversation history
-
New theme improvement: Editing “Select Images” button on the product form
-
Admin Panel improvement: Webhooks
-
“My Asset Requests” moved under the "My Account" menu on the Portal
-
ITSM Improvement: Request Templates
-
Domain Editor Improvements
-
Permission UI improvements: Ability to remove a custom permission given from new Permission UI
-
While a lead is being created, the missing part on form is autofilled using the related customer’s contact card
-
Allows One2many widget type to be used for many2many fields on App builder
-
Refresh button is added on Discuss Channels/Inbox for both web and mobile usage
Added new docx output format for docx reporting module
Added wrapped_slug / unslug methods
A new email verify template is added
Auto update time zone for contacts according to their country information
Calendar event invitations now include the join URL in the location field
Customers can see the comments and attachments they have added to their support tickets from the portal as a conversation history
New theme improvement: Editing “Select Images” button on the product form
Admin Panel improvement: Webhooks
“My Asset Requests” moved under the "My Account" menu on the Portal
ITSM Improvement: Request Templates
Domain Editor Improvements
Permission UI improvements: Ability to remove a custom permission given from new Permission UI
While a lead is being created, the missing part on form is autofilled using the related customer’s contact card
Allows One2many widget type to be used for many2many fields on App builder
Refresh button is added on Discuss Channels/Inbox for both web and mobile usage
Fixed
-
Sending too many Email verification emails is prevented. (Interval is set as 10 min)
-
Do not import the same email tracking event if it occurs too often. Now, there is a limit of 60 mins per each event, email, message_id
-
Category user’s email validation will not be checked while creating ticket from portal
-
If a field name in the form also exists in an embedded tree, xpaths referencing to it may not work properly
-
A bug that causes adding an unexpected discount rate on order when a product is added without selecting a VAT
-
A bug that caused an extra tax to be added to the total amount unexpectedly when a tax-included product was added to the subscription line
-
Wrong pop-up that appears when the user tries to reject an asset
-
Unwanted big spaces between fields with many2many_tags widgets in Excel export
Sending too many Email verification emails is prevented. (Interval is set as 10 min)
Do not import the same email tracking event if it occurs too often. Now, there is a limit of 60 mins per each event, email, message_id
Category user’s email validation will not be checked while creating ticket from portal
If a field name in the form also exists in an embedded tree, xpaths referencing to it may not work properly
A bug that causes adding an unexpected discount rate on order when a product is added without selecting a VAT
A bug that caused an extra tax to be added to the total amount unexpectedly when a tax-included product was added to the subscription line
Wrong pop-up that appears when the user tries to reject an asset
Unwanted big spaces between fields with many2many_tags widgets in Excel export
November
What's New
-
Translates are updated for Turkish mode
-
Added an email template for sending invoice for the Automatic Invoice mode
-
Menu item access improvements on Travel Management Module
-
Domain editor improvements: record rule form
-
Domain editor improvements: Re-calculate default values for old records
-
App Builder improvements: Added permission editor
-
Permission editor improvements: auto create record rules
-
Permission editor improvements: user groups and acls
-
Permission editor improvements: this record only permissions
-
After payment is confirmed, the subscription and invoice is created and invoice sent to the customer automatically if the purchased product has a subscription template whose Automatic Invoice setting is activated
-
“My Tickets” has been relocated from Support to My Account on portal
Translates are updated for Turkish mode
Added an email template for sending invoice for the Automatic Invoice mode
Menu item access improvements on Travel Management Module
Domain editor improvements: record rule form
Domain editor improvements: Re-calculate default values for old records
App Builder improvements: Added permission editor
Permission editor improvements: auto create record rules
Permission editor improvements: user groups and acls
Permission editor improvements: this record only permissions
After payment is confirmed, the subscription and invoice is created and invoice sent to the customer automatically if the purchased product has a subscription template whose Automatic Invoice setting is activated
“My Tickets” has been relocated from Support to My Account on portal
Fixed
-
If an unrouted mail is replied to, those replies are also now received and stored
-
The ticket can be closed by customer from portal even if there isn’t an assigned user
-
The bug causes the activities that are created on tasks cannot set as done
-
The bug causes to not be able to create a ticket from portal if one of the category users has an invalid email address
-
Workflow improvements on App Builder: prevents losing folded stages
-
Bug causes that the mail status is displayed as pending in the chatter even though the associated mail has failed to deliver
-
Now, only asset products are listed in the asset selection list on employee form
If an unrouted mail is replied to, those replies are also now received and stored
The ticket can be closed by customer from portal even if there isn’t an assigned user
The bug causes the activities that are created on tasks cannot set as done
The bug causes to not be able to create a ticket from portal if one of the category users has an invalid email address
Workflow improvements on App Builder: prevents losing folded stages
Bug causes that the mail status is displayed as pending in the chatter even though the associated mail has failed to deliver
Now, only asset products are listed in the asset selection list on employee form
October
What's New
-
App Builder improvements
-
Help pages can now be searched using tags on the portal side
-
Interview form is improved
-
Quick Reply feature is added to the mobile application
-
It is now possible to add products with different subscription templates to the quotation
-
New Module: ITSM
-
Added Aras Kargo integration
-
Added “Find and Update” functionality for data imports
-
Mobile App improvements
App Builder improvements
Help pages can now be searched using tags on the portal side
Interview form is improved
Quick Reply feature is added to the mobile application
It is now possible to add products with different subscription templates to the quotation
New Module: ITSM
Added Aras Kargo integration
Added “Find and Update” functionality for data imports
Mobile App improvements
Fixed
-
If an unrouted mail is replied to, those replies are also now received and stored
-
Added missing feature so that new team member added to RMA Team can be removed
-
Customers could not open a ticket from the website without a valid email address. Now they can.
September
If an unrouted mail is replied to, those replies are also now received and stored
Added missing feature so that new team member added to RMA Team can be removed
Customers could not open a ticket from the website without a valid email address. Now they can.
What's New
-
App Builder improvements
-
IVR updates
-
Added a new field to the employee card containing the entire manager authority range
-
Translation update for Turkish mode
-
Ability to login via ADFS or SAML
App Builder improvements
IVR updates
Added a new field to the employee card containing the entire manager authority range
Translation update for Turkish mode
Ability to login via ADFS or SAML
Fixed
-
Pop-up asking if the user wants to update the date of the project items, does not appear when the user defines the start date of the project for the first time
-
An error received when the user tries to assign an asset with unassigned date
-
Only one activity will be created if the person assigned in the request and the manager of the user requesting the employee are the same person
-
The bug that causes blank excel outputs due to new chrome update
-
In the courses, the watch time under statistics tab was not working properly
-
Portal users are removed listed in the assignee list of tasks
-
The password change page buttons under preferences have been repositioned and resized to match the new theme
-
Computed fields shouldn't be selected for historical data
-
The bug in RMA that adds the public user in employee group when the module is installed
Pop-up asking if the user wants to update the date of the project items, does not appear when the user defines the start date of the project for the first time
An error received when the user tries to assign an asset with unassigned date
Only one activity will be created if the person assigned in the request and the manager of the user requesting the employee are the same person
The bug that causes blank excel outputs due to new chrome update
In the courses, the watch time under statistics tab was not working properly
Portal users are removed listed in the assignee list of tasks
The password change page buttons under preferences have been repositioned and resized to match the new theme
Computed fields shouldn't be selected for historical data
The bug in RMA that adds the public user in employee group when the module is installed
August
What's New
-
Chart titles in Dashboards are now translatable for another language mode
-
Improvements on configuration settings in the Dashboard of Invoicing Module
-
Google and iCal/Outlook buttons are removed from event templates since the event is added to the calendar automatically
-
New app builder release
-
In addition to legend titles, Legends themselves are now clickable
-
New feature: Clearing/re-selecting legends on the related dashboard
-
Added a confirmation pop-up before deleting a chart in dashboards
-
Added a new action type for marketing automation campaigns: Create a task
-
Redirect to an external URL for trial accounts is blocked for security purposes
-
Attendees are now displayed with name tags instead of numbers in the list view of the calendar
-
For Marketing Automation module campaigns, before each scheduled mail is sent, is the relevant contact opt-out checked
-
New payment acquirer: iPara
-
New payment acquirer: Yapı Kredi
-
App Builder improvements
-
Durations between the tasks and milestones are maintained when a new project is created from a template
-
The rows aren’t shrinking for a better view while the drag & drop
-
Company cards are created in addition to the contact card for offline chat options: create a ticket, just log
Chart titles in Dashboards are now translatable for another language mode
Improvements on configuration settings in the Dashboard of Invoicing Module
Google and iCal/Outlook buttons are removed from event templates since the event is added to the calendar automatically
New app builder release
In addition to legend titles, Legends themselves are now clickable
New feature: Clearing/re-selecting legends on the related dashboard
Added a confirmation pop-up before deleting a chart in dashboards
Added a new action type for marketing automation campaigns: Create a task
Redirect to an external URL for trial accounts is blocked for security purposes
Attendees are now displayed with name tags instead of numbers in the list view of the calendar
For Marketing Automation module campaigns, before each scheduled mail is sent, is the relevant contact opt-out checked
New payment acquirer: iPara
New payment acquirer: Yapı Kredi
App Builder improvements
Durations between the tasks and milestones are maintained when a new project is created from a template
The rows aren’t shrinking for a better view while the drag & drop
Company cards are created in addition to the contact card for offline chat options: create a ticket, just log
Fixed
-
An error when the user clicks the add variable button when there is no text selected
-
A bug that causes members only option in e-learning module to not work
-
A task cannot target two separate milestone
-
A bug prevents to see Website Modules contents when no user is set for the Asset Requests setting
An error when the user clicks the add variable button when there is no text selected
A bug that causes members only option in e-learning module to not work
A task cannot target two separate milestone
A bug prevents to see Website Modules contents when no user is set for the Asset Requests setting
July
What's New
-
Users are now able to add a Vimeo video link to the e-Learning Module
-
In addition to the contact card created for the related person who opened a lead or support ticket from the offline sessions, a contact card is also created for their company
-
Style improvement for Team Viewer Integration
-
App Builder improvements: Creating and editing menus and menu items
-
App Builder improvements: Editing pop-up interface
-
Added 10 more color types for the charts on dashboard
-
The same color is now used for the same legend that is used in all the charts in the same dashboard
Users are now able to add a Vimeo video link to the e-Learning Module
In addition to the contact card created for the related person who opened a lead or support ticket from the offline sessions, a contact card is also created for their company
Style improvement for Team Viewer Integration
App Builder improvements: Creating and editing menus and menu items
App Builder improvements: Editing pop-up interface
Added 10 more color types for the charts on dashboard
The same color is now used for the same legend that is used in all the charts in the same dashboard
Fixed
-
The bug that causes visibility problem when form has only one tab and this tab’s visibility depends on a condition
-
A different page appears after registration for events that haven’t autoconfirmed registration
-
Feedback notes no longer attached to the meetings
-
Courses in e-Learning Module could not be published on website
-
Now the auto-filled fields are filled for offline sessions in addition to online sessions
-
Incorrect usage above the buttons in the incoming call module: “lead”
-
View source is not working on portal
The bug that causes visibility problem when form has only one tab and this tab’s visibility depends on a condition
A different page appears after registration for events that haven’t autoconfirmed registration
Feedback notes no longer attached to the meetings
Courses in e-Learning Module could not be published on website
Now the auto-filled fields are filled for offline sessions in addition to online sessions
Incorrect usage above the buttons in the incoming call module: “lead”
View source is not working on portal
June
What's New
-
Asset Management Module: first release
-
The second warning e-mail when it reaches 90% limit after the 80% mail sending limit is reached
-
App Builder improvements
-
New App Builder feature: creating new app
-
New and Import button removed from Currencies list view
-
Microsoft 365 Calendar integration
-
Warning: In order to select “business only” option in SLA rules, business hours field in settings must be filled with one of the options
-
Users can select different interview forms to the different recruitment stages now
-
New button added to application forms: "Send Quiz"
-
IVR integration: Added a new module to answer and initiate calls from IVR
-
The page that comes after reaching the limits of the attempts is improved
-
Updating the number on the E-mail sent and Calls boxes on forms quickly
-
Auto-filled fields are filled not only for the currently selected Live Chat channel, but for all of them
-
Some of the templates and buttons updated according to new theme
-
Company of the related contact is automatically set in the incoming call form after contact is selected
Asset Management Module: first release
The second warning e-mail when it reaches 90% limit after the 80% mail sending limit is reached
App Builder improvements
New App Builder feature: creating new app
New and Import button removed from Currencies list view
Microsoft 365 Calendar integration
Warning: In order to select “business only” option in SLA rules, business hours field in settings must be filled with one of the options
Users can select different interview forms to the different recruitment stages now
New button added to application forms: "Send Quiz"
IVR integration: Added a new module to answer and initiate calls from IVR
The page that comes after reaching the limits of the attempts is improved
Updating the number on the E-mail sent and Calls boxes on forms quickly
Auto-filled fields are filled not only for the currently selected Live Chat channel, but for all of them
Some of the templates and buttons updated according to new theme
Company of the related contact is automatically set in the incoming call form after contact is selected
Fixed
-
The error that received when converting a lead without a defined stage into an opportunity
-
A bug related to the "Default Email CC" field in the Support Ticket tab of the contact form
-
Maximum size pop-up could not be closed or minimized if there was a top notification on the view
-
A bug that occurred when user tried to make a many2many field required
The error that received when converting a lead without a defined stage into an opportunity
A bug related to the "Default Email CC" field in the Support Ticket tab of the contact form
Maximum size pop-up could not be closed or minimized if there was a top notification on the view
A bug that occurred when user tried to make a many2many field required
May
What's New
-
New cron-job system
-
“Last 12 Hours” option for “is in range” filtering
-
Some of the button’s style is adapted to the new theme
-
Default search option using Partner’s name while searching exchange differences
-
New symbol for Advanced Management Module
-
New symbol for Maintenance Module
-
Projects under the Configuration menu item of the Project Module have been removed and replaced with Project Templates
-
CloudOffix Studio improvements
-
The timer's style on tickets is changed
-
App Builder improvements
-
Teamviewer Integration improvements
-
SLA cron performance improvements
-
Audit log performance improvements
-
Discount amount of Sales Order on the portal now has two digits after the decimal point
New cron-job system
“Last 12 Hours” option for “is in range” filtering
Some of the button’s style is adapted to the new theme
Default search option using Partner’s name while searching exchange differences
New symbol for Advanced Management Module
New symbol for Maintenance Module
Projects under the Configuration menu item of the Project Module have been removed and replaced with Project Templates
CloudOffix Studio improvements
The timer's style on tickets is changed
App Builder improvements
Teamviewer Integration improvements
SLA cron performance improvements
Audit log performance improvements
Discount amount of Sales Order on the portal now has two digits after the decimal point
Fixed
-
“In range > Yesterday” filter wasn’t working properly
-
The translate button in the Mass Mailing Stages’ list view is centered
-
Related Employee button’s view on the recruitment application is fixed
-
Invoicing settings are removed from the Sales Cloud’ settings page
-
Timezone mismatch problem causes SLAs to not work
-
A bug that causes leads to be pulled to the lost stage without specifying a lost reason
-
A bug that prevents users to see daily visitors
April
“In range > Yesterday” filter wasn’t working properly
The translate button in the Mass Mailing Stages’ list view is centered
Related Employee button’s view on the recruitment application is fixed
Invoicing settings are removed from the Sales Cloud’ settings page
Timezone mismatch problem causes SLAs to not work
A bug that causes leads to be pulled to the lost stage without specifying a lost reason
A bug that prevents users to see daily visitors
What's New
-
The welcome video of CloudOffix is not displayed on mobile devices anymore
-
"No Activities" filter is added on CRM Kanban
-
Added country option to settings for auto-generated names of Leads/Opportunities
-
Improvements on the e-Learning Module
-
Improvements on Timesheet Reminder
-
Auto-create Invoice option for the subscription templates
-
“Start Zoom Meeting” button view in calendar improved
-
Added mailing statistics on the marketing campaigns form
-
Now, different subscription templates can be used for different variants of the same product
-
Translations are updated for Turkish mode
-
SLA active now being tracked, closed ticket SLA's timers stop counting
-
Project default stages are now To Do, In Progress, and Done
-
A feature for creating a stage easily in Kanban view of the tasks related to a specific project
-
Employee Request feature in HR Cloud
The welcome video of CloudOffix is not displayed on mobile devices anymore
"No Activities" filter is added on CRM Kanban
Added country option to settings for auto-generated names of Leads/Opportunities
Improvements on the e-Learning Module
Improvements on Timesheet Reminder
Auto-create Invoice option for the subscription templates
“Start Zoom Meeting” button view in calendar improved
Added mailing statistics on the marketing campaigns form
Now, different subscription templates can be used for different variants of the same product
Translations are updated for Turkish mode
SLA active now being tracked, closed ticket SLA's timers stop counting
Project default stages are now To Do, In Progress, and Done
A feature for creating a stage easily in Kanban view of the tasks related to a specific project
Employee Request feature in HR Cloud
Fixed
-
The title of meetings created from within Opportunity to be the title of the meeting instead of the name of the opportunity
-
The error that occurs when "New" button clicked from calendar view of a Project
-
The partner field is now filled properly in timesheet reports for the timesheets that are created inside the tickets
-
The error that appears after trying to change that assigned person of the tasks without a starting date
-
Distorted view of some registered devices on user form
-
Allowed portal user's partner contact to be merged into another contact
-
The sender field on the meeting invitation e-mail changed from meeting. inviter to Meeting Inviter
-
The bug that causes empty message content on the mobile safari browser
-
The bug that prevents creating a contact in Invoicing cloud within the first 5 minutes after the database is created
The title of meetings created from within Opportunity to be the title of the meeting instead of the name of the opportunity
The error that occurs when "New" button clicked from calendar view of a Project
The partner field is now filled properly in timesheet reports for the timesheets that are created inside the tickets
The error that appears after trying to change that assigned person of the tasks without a starting date
Distorted view of some registered devices on user form
Allowed portal user's partner contact to be merged into another contact
The sender field on the meeting invitation e-mail changed from meeting. inviter to Meeting Inviter
The bug that causes empty message content on the mobile safari browser
The bug that prevents creating a contact in Invoicing cloud within the first 5 minutes after the database is created
March
What's New
-
Determining attempts limit for surveys instead of the one time only feature
-
Welcome videos on first landing for new accounts
-
Adding tracking logs for the change of Models and Domains on the chatter in Mass Mailing
-
After the last optimization about adding to meeting owner, every user must authenticate their account to use Teams
-
App Builder first release
-
eLearning Module first release
-
Coupons & Promotions: Applying special discounts to different product selections in website orders
-
A way to add discounts that consider the difference between the products' variants' prices of the related product.
-
Country field will be filled automatically when the state is chosen on the contact cards
-
Team Viewer integration has been added
Determining attempts limit for surveys instead of the one time only feature
Welcome videos on first landing for new accounts
Adding tracking logs for the change of Models and Domains on the chatter in Mass Mailing
After the last optimization about adding to meeting owner, every user must authenticate their account to use Teams
App Builder first release
eLearning Module first release
Coupons & Promotions: Applying special discounts to different product selections in website orders
A way to add discounts that consider the difference between the products' variants' prices of the related product.
Country field will be filled automatically when the state is chosen on the contact cards
Team Viewer integration has been added
Fixed
-
Null dates caused mail template errors
-
Mail template error: Empty placeholders (embedded variables) are not rendered correctly even though they have a valid expression attribute
-
Landing page is now the App Drawer instead of settings page for newly created accounts
-
Duplicating a marketing campaign now properly updates cross references
-
Reply button and the date positions are corrected for the live chat sessions
-
Applications without email should not be included to the number of similar applications
-
In meeting changes made with drag and drop, the date updated e-mail is not sent to the participants
-
Rate downloaded from Europe Central Bank is corrected
-
Users with appraisal could not see My Account page on the portal side
-
Error that occurs if the user who creates db, doesn't have the country field filled
Null dates caused mail template errors
Mail template error: Empty placeholders (embedded variables) are not rendered correctly even though they have a valid expression attribute
Landing page is now the App Drawer instead of settings page for newly created accounts
Duplicating a marketing campaign now properly updates cross references
Reply button and the date positions are corrected for the live chat sessions
Applications without email should not be included to the number of similar applications
In meeting changes made with drag and drop, the date updated e-mail is not sent to the participants
Rate downloaded from Europe Central Bank is corrected
Users with appraisal could not see My Account page on the portal side
Error that occurs if the user who creates db, doesn't have the country field filled
February
What's New
-
A new way for embedding variables into email templates
-
Names on direct chat channels became clickable
-
General performance improvements
- “Try Now” process performance improvements
- 360 Degree Appraisal Module improvements
- Appraisal plans have five levels of supervision now: employee, manager, colleagues, sub-employees, collaborators
- Users can send different custom surveys to each of the 5 levels in the same appraisal plan
- A separate tab for live chat messages for the dropdown conversations menu
- Header of the Clouds’ order has been changed in the app drawer
- Customers can use their own zoom and ms teams application by entering their app id and secret keys on settings page
- Now there is a button to start Zoom meetings instead of the url
- A chatter is added to survey answers’ view for users to collaborate
- Improvements for new theme
- Mouseover effect for email, log note and schedule buttons in chatter
- A new app for creating subscriptions through resellers
- Improvements for Studio Module
A new way for embedding variables into email templates
Names on direct chat channels became clickable
General performance improvements
Fixed
-
An issue causing download errors for the customers who have poor internet connection
-
The bug that prevents portal users to see their profiles
-
Corrupted backups that occurred when a file deleted under the storage directory during the backup
-
The catchall alias field has been renewed to prevent possible user errors
-
Ldap error when creating a new user: Deactivated users are allowed to be selected on ldap template user configuration
-
A bug that prevents users from creating contacts in Sales Cloud within the first 5 minutes after the database is created
-
Zoom API fix for "invalid meeting ID” error
-
Error that occurs after filtering Resource Name on Work Items list view in Marketing Automation Module
-
Test mode in surveys could not be disabled after enabling it once
-
Anyone with the authority to create appraisals will also be able to see the selected surveys
-
A bug that duplicates the Question Tooltip field on survey
An issue causing download errors for the customers who have poor internet connection
The bug that prevents portal users to see their profiles
Corrupted backups that occurred when a file deleted under the storage directory during the backup
The catchall alias field has been renewed to prevent possible user errors
Ldap error when creating a new user: Deactivated users are allowed to be selected on ldap template user configuration
A bug that prevents users from creating contacts in Sales Cloud within the first 5 minutes after the database is created
Zoom API fix for "invalid meeting ID” error
Error that occurs after filtering Resource Name on Work Items list view in Marketing Automation Module
Test mode in surveys could not be disabled after enabling it once
Anyone with the authority to create appraisals will also be able to see the selected surveys
A bug that duplicates the Question Tooltip field on survey
January
What's New
-
Searching filter is added for the live chat channels in Discuss Module
-
Livechat improvements
-
Sales Coupons feature
-
Workflow improvements
-
Historical Charts feature for Dashboards
-
New icons are added for some modules
-
Added new icons compatible with new themes for some of the modules
-
E-mail sent box is added on Leads/Opportunities in CRM
-
Calls box is added on Leads/Opportunities in CRM
-
Mail tracking contents became translatable. Translations are added for German, Spanish and Turkish mode
-
Added “Created By” field for the planned activities
-
Added Manually Created filter to Link Tracker list view
-
A confirmation pop-up appears before leaving a channel in Discus Module
-
Added “Additional allowed domains” field to support category and sales channel aliases
-
Added QR Code on link tracker form
-
Warn the users if their company has an email credit that is less than or equal to 10% of their credit
-
Warn the user before mass mailing if their company doesn’t have the enough credit
-
Dashboard now keeps weekly and monthly snapshots snapshots for historical data alongside daily snapshots
-
New historical chart UI
-
New order for the records in Link Tracker Module
-
“Live Chat” box on the leads
-
Only internal users are listed for "Assigned to" field in activity form
-
Added a deployment too
Fixed
-
“False” appears where the number should be seen, if the max seat value is not defined
-
Link Tracker Module is removed from any other cloud except Marketing Cloud
-
Only operators were able to use /lead command in Live Chat Channel
-
Previously, timer did not stop automatically when the ticket is closed
-
Unnecessary Cloud Header in App Drawer is removed from the Marketing Cloud and Help Desk Cloud
-
Email addresses in CC field kept accumulating after changing the templates
-
Attachments kept accumulating after changing the templates
-
The online/offline symbol was missing in the chat pop–up with colleagues
2021
December
What's New
-
New discuss style for mobile
-
Recently viewed items on the App Drawer
-
Modules in App Drawer are grouped by the cloud type
-
Cloudoffix new theme improvements
-
No-content tooltip is removed from kanban and list views
-
Creates and associates partner for the leads created from offline chat sessions
-
On discuss module, mouse over effect causes a slight movement on nearby elements
-
Ability to duplicate marketing campaigns with activities they include
-
Manager and employee rule for timesheet reminder
-
New “Please wait” animation
-
Survey links in inbox now guides to the survey in backend instead of portal
-
Clickable attendees on the live chat session form guides user to the related customer
-
Timesheet reminder feature
-
Similar Leads button on the lead forms
-
Discuss control panel is simplified
-
Facebook messenger
-
Creating a partner for the sender from the Facebook messages
-
Instagram messenger
-
Creating a partner for the sender from the Instagram messages
-
Hides "renewal of licensing" or "days left in trial" notifications for regular users. Only system admins can see the link
-
A feature to create contacts from filled surveys
-
A feature to create contacts from filled surveys
-
The ticket history attached to ticket emails to show only last 5 messages by default
-
SLA countdown is stopped after -48 hours
-
Cron system improvements
-
New feature: quick drop down calendar
Fixed
-
Visual deformities caused by Cloudoffix New Theme
-
Users without crm authority could access the opportunity into the incoming calls module
-
Error occured when the users try to save exporting list that includes a field end with “.id”
-
Error occured when the users try to save exporting list that includes a field end with “.id”
-
Although the Zoom or Teams options were canceled, the links were still appearing
-
Image edit/delete ui fixed for mobile devices
-
User could not switch between leads
-
Slowness problem in support module in a specific case
-
Repeating events was’t listed in the today tab of the drop down calendar
-
Users could end the survey without answering mandatory questions
November
What's New
-
The buttons on marketing campaign forms simplified/removed
-
The contents of the warning of timezone mismatch has been updated
-
Ability to clone a client db for testing purpose
-
Metadata only clones functionality for customer sandbox
-
Saas Platform security improvement
-
Account analytics security improvements
-
Mass mailing now supports chatter and activities
-
Timer for surveys in quiz mode
-
Language update for Turkish preferences
-
Archive feature has been added for working hours
-
Zoom integration improvements
-
More user friendly ui for CSRF token expiry error message
-
Creating a contact from survey answers
-
Field finding logic has been changed
-
Chat history button added to the contact cards
-
Similar applications button is added on application form
-
The integration to payment gateway: Moka
-
Marketing Automation improvements
-
Added BeautifulSoup library
-
Emails are sent on weekdays now
Fixed
-
Ability to translate “private” icon of activity for turkish language preferences
-
Password that was submitted on try now form is not copied to the new account
-
Users without authority could see the subtask link
-
From field in templates was not auto-filled correctly
-
"Accrual Leave: Updates the number of leaves" not working correctly
-
Any fields finished with ".id" could not be saved in a list
-
Fixed Custom Advanced filter for today option
-
Attachments were lost when the tickets are merged
-
Tracking code falsely associated with another customer when the email was forwarded
-
Calendar event response parsing mechanism now ignores the lines not conforming RFC standard
-
If a ticket did not exist anymore, the link redirected to 404 page
-
Allowing timesheet managers to see all project related timesheets
October
What's New
-
Activities excluded from mail history
-
Improvements on CloudOffix automation scripts
-
Oauth tokens for teams and zoom integrations are refreshing regularly
-
Now the hours planned and spent for sub-task can be tracked easily on the main task
-
Replaced keys at interface level
-
Active Support aliases are removed from auto fill function for CC field in reply
-
Unnecessary “private” button removed under misc in meetings
-
Any user authorized in Project Module can delete checklist rows
-
Subtype of the Subscription Renew mail template is changed
-
System defined users cannot be deleted
-
Sales person of the opportunity is auto-set when a quotation is created from this opportunity
-
Module dependencies is set for the Marketing Campaign CRM Module
-
Automatically sent e-mails in Support are now sent according to the customer’s language preferences
-
Mass mailing retry mechanism improved
-
Temporary not available pages for ngnix
-
Ignores Max User check for new plan dbs
-
An improvement ensures that the storage dir properly moved into correct path on backup restore
-
A filter is added in Support Module for searching message body
-
More secure service calls to the mail provider
-
Configurable mailgun download timer
-
Multi-company support added to the job queue module
-
Mass-Mailing: Process queue cron job’s interval is updated
-
Allow marketing campaign user group to create/delete work items
-
Concurrent licensing model updated
-
Copy-paste feature is added for image type survey answers
-
Queued cron jobs improvements
-
Improvements on calendar module
-
Description field in Survey Module is changed
-
Oauth tokens for teams and zoom integrations are refreshes regularly
-
Improvement on audit vacuuming performance
-
Route invitation response to the calendar event from an unknown attendee
-
Improvements on Saas platform
-
Geoip improvements
-
Messengers module is added
-
Messenger type to channel info is added
-
A mechanism to pin the whatsapp channels is added
Fixed
-
The VAT check is only done if the context has the key check_vat
-
Only Access groups parameters can affect the access right from the portal side
-
Storage write action
-
App drawer icon becomes unresponsive after first use on ios 15 safari
-
Pins live chat messages to the discuss
-
Sql Injection bug
-
Uncorrect amount for e-mails sent in current month
-
Error when removing filter
-
In Live Chat, Customer’s name seems anonymous after second message
-
An unused import action is deleted
-
Total amount in kanban is not showing according to Tax Display Setting
-
Subscription without salesperson can be seen by managers and the user authorized to see all documents
-
Wrong db search is fixed and the method renamed
-
Filter in Daily Visitors page cannot find the archived contacts
September
What's New
-
Added ability to assign lead automation to a lead and support manual start/stop
-
Added new trigger types for Lead Automation
-
Sending an email directly from a mail template now correctly shows the recipients on the chatter
-
Now CloudOffix associates the incoming emails with their reply email if they reply
-
Now lead automation can work based on email events, line on reply, on click, on open
-
Added continue checking logic for lead automation
-
Automation tab added to the opportunity
-
Lead automation improvements
-
Added ability for user to disable/enable conditions for a lead automation
-
Turkish Translation Updated
-
UI arrangements for marketing automations
-
Chatter improvements, messages are now listed with the Email From field instead of the author and Messages are now listed with the Email From field instead of the author and subject moved under to and cc fields
-
Page description field has been added to the view on Survey
-
Added direct access to the linked project from the Sale Order and Project overview link is removed.
-
The linked marketing campaign is now displayed as stopped if the last work item is expired
-
Outlook for Windows (desktop) now properly renders our .ics files to show yes/no/maybe buttons
-
Support SLA improvements
-
Outlook.com sends invitation responses without a filename. We now look for content type to determine correct filename during email import
-
Added ability to archive Quick Create Records
-
Organization Chart menu item has been moved from Settings to main menu
-
A direct access has been added to the linked project from Sale Order
-
Ability to archive Appraisal
-
New mega menu design for frontend. Mega menus now can have sections
-
Added new question type (question with image)
-
The notification location of the product for inventory availability has been changed and Now the sale is blocked when the amount on hand falls below a certain amount
-
Mass Mailing improvements
-
Mail Validator improvements
-
Added Ability to turn off email validation service
Fixed
-
A permission error during timesheet journal creation
-
The problem causing no replied conditions expire on Lead automation
-
Expected singleton error on Sale Subscription
-
The problem causing the costs and invoiced figures on the project overview calculated always zero
-
A bug in daily visitors’ parent menu
-
A problem that was causing mail tracking icons not being displayed for superuser messages
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
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
-
Added one time only option to surveys
-
Competency surveys and the survey results can now be viewed by portal users
-
Support Ticket Improvements
-
Added a new feature where the user will be able to schedule mail sent time
-
New chat UI for the portal
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
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:
-
-
Require Project on Task,
-
Project Milestones
-
-
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
-
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 2019
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, 2019
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, 2019
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, 2019
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, 2019
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, 2019
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, 2019
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, 2019
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