CRM

CRM

Clients and sales management

1.4.12.398 September 1, 2021
  • Fixed description for custom “Image” type fields in company settings.
  • Improved saving of custom company fields.
  • Improved support for PHP 8.
1.4.11.394 July 19, 2021
  • Fixed displaying of contacts’ properties in the table view mode.
  • Fixed sorting of contact segments.
  • Improved the new contact adding interface.
  • Fixed several PHP errors.
1.4.10.389 May 24, 2021
  • Fixed saving of an arbitrary recipient phone number for SMS notifications.
  • Improved support for PHP 8.
1.4.9.384 March 4, 2021
  • Added support for Smarty code in email notification templates used for the sources of new messages and deals — web forms and email addresses.
  • Option to delete a deal has been made available only to users who have full access rights to the deal’s funnel.
  • Added a description for the responsible person selection field in source settings when a user group rather than an individual user is selected as responsible for new deals.
  • Cron job setup instructions have been made permanently visible. They used to be automatically hidden after the initial setup.
  • Added invoice status verification when an invoice is viewed via a link by a customer after the invoice has been deactivated by a CRM user.
  • Deletion of an empty tag when all contacts linked to that tag are deleted.
  • Added availability of company-only contact fields in the web form source settings.
  • Added displaying of the email address, on the correspondence-viewing screen, to which a customer sent their message which was used to create a new deal.
  • Improved invoice editing user interface in the case when no tax rules have been set up.
  • A column with the phone numbers, which customers dialed, has been added to the phone calls list. It may be useful if you have multiple phone numbers set up.
  • In company settings, selection of a CRM settlement has been added whose URL must be used for the links to invoices issued in the name of a specific company.
  • In the deal loss reasons settings, selection of funnels has been added within which each of the loss reasons must be available.
  • “CRM” tab added to various template editors.
  • Optimized export of large contact lists.
  • Fixed execution of bulk actions on deals selected with the use of the Shift key.
  • Removed displaying of CSS style rules from the contents of email messages displayed in the Webasyst Live Stream.
  • Fixed advanced search of Shop-Script customers by the number of orders.
  • Improved integration with Shop-Script:
    • When a user begins to create an invoice for a deal linked to a Shop-Script order, the cost of products in the invoice draft is calculated with the discounts applied to the order.
    • Fixed displaying of a long list of storefronts in the Shop-Script integration settings.
    • Fixed availability of the button, used for viewing of customers via CRM, in the “Customers” section of Shop-Script backend.
    • Fixed availability of the link for adding a new or viewing an existing deal linked to a Shop-Script order in the case when a user does not have sufficient access rights for CRM.
    • Fixed displaying of the Shop-Script app icon on the deal-viewing screen when a deal is linked to a Shop-Script order and Webasyst is installed in a domain subfolder.
1.4.8.363 June 10, 2020
  • Improved security system.
1.4.7.361 May 19, 2020
  • New features
    • Setup of a relation between a country’s phone number code and a national direct-dialing code, for the sending of SMS messages, in “Settings→ SMS” section.
    • Retaining of a conversation with a client when a deal is deleted.
  • Bug fixes
    • Adding of an empty message source in settings.
    • Incorrect displaying of the values of a custom “radio” type parameter when it is edited in the deal-viewing screen.
1.4.6.355 April 10, 2020
  • New features
    • Bulk actions on selected conversations in “Messages” section: detach from deals, mark as read, mark as unread, delete conversations.
    • Bulk actions on selected deals made available to users with limited access rights.
    • Fast editing of values in “Deal properties” block on a deal-viewing page without editing an entire deal.
    • Option to make certain deal fields mandatory in funnel settings.
    • Option to filter deals by their fields selected in funnel settings.
    • Filtering of deal reports by tags and values of deal fields.
    • Displaying of deal source names on deal-viewing and deal-listing pages.
    • Displaying of outgoing messages as unmarked if they were created by other users.
    • Selection of a company in notification settings for invoice-related events. This will allow you to set up different notifications for multliple companies.
    • Availability of the “Email” field in the company contact adding form.
  • Bug fixes
    • Automatic merging of contacts by phone number in some cases.
    • Saving of a deal loss reason when a deal, linked to a Shop-Script order, is closed.
    • Displaying of a deleted contact’s name in the Live Stream.
    • Availability of the custom recipient address field on the email notification editing screen.
1.4.5.315 November 15, 2019
  • Support for new features added in Shop-Script ver. 8.6.
  • Added markers for deals, connected to paid orders in Shop-Script, in deal listings.
  • Fixed error in “Invoices” section after the deletion of a user who had issued an invoice.
  • Fixed list of available senders during the editing of an email notification.
  • Fixed selection of a responsible group of users in deal source settings.
  • Fixed retaining of a user password during the merging of contacts.
1.4.4.305 September 23, 2019
  • For deals linked to Shop-Script orders, improved support for shipping plugins receiving shipping tracking information via AJAX.
  • Improved Shop-Script version checking on the pages of deals linked to store orders.
  • Fixed scrolling of pages displaying conversations with clients via social media plugins.
1.4.3.301 September 17, 2019
  • Fixed errors in the interaction with different Shop-Script versions.
1.4.2.293 August 15, 2019
  • Option to select among several web push notifications providers. Added integration with PushCrew as an alternative for OneSignal.
  • Personal setting to determine the updating of CRM icon’s indicator in main Webasyst menu. You can configure the indicator to show the availability of:
    • new messages
    • new deals
    • overdue reminders.
  • Integration with Shop-Script orders:
    • Auto-creation of deals from orders created in the store backend with no storefront selected as a sales channel.
    • Users’ access rights for CRM deals now also apply to linked orders. If a user has access to a deal then they are also allowed to view a linked order, even without access rights for entire orders section in Shop-Script backend.
    • Creation and editing of orders linked to deals, without leaving deal-viewing pages in CRM.
    • Displaying of the action history of an order, linked to a deal, on a deal-viewing page in CRM.
  • Option to send an SMS message to a selected customer.
  • New access rights settings—for calls, messages, and conversations.
  • Improved deal-viewing page.
  • Option to move a conversation with a customer to another deal.
  • Option to manually hide reminder-related notifications.
  • Improved diagnostics of IP telephony plugins’ settings.
  • Bug fixes:
    • incorrect informing of email message sending failures
    • interruption of phone call record playback on auto-updating of the call listing page
    • unavailable deletion of a funnel stage containing only closed deals
    • failures in the sending of email messages via public emailing services’ SMTP servers.
1.4.1.263 May 21, 2019
Minor bug fixes.
1.4.0.253 March 4, 2019
  • Custom order actions made available for selection in Shop-Script integration settings.
  • Default locale selection for new contacts to be created via set up sources—forms, email boxes, messengers.
  • Option to specify the responsible user when adding a new deal.
  • Specifying a customer's email address made optional when creating a deal.
  • Fixed tax calculation error in invoices.
1.3.3.203 April 4, 2018
Minor bug fixes.
1.3.2.202 April 2, 2018
Minor bug fixes.
1.3.1.197 March 20, 2018
Minor bug fixes.
1.3.0.193 March 13, 2018
  • Integration with IP telephony services:
    • outgoing calls to customers from within CRM,
    • call redirection,
    • new plugins: Mango Office, Yandex Telephony, Gravitel, Sipuni, Zadarma, Zebra Telecom.
  • New source type “Messengers”. Adding sources of this new type requires installation of plugins.
  • Plugins for adding “Messengers” type sources: Telegram, VK.
  • Creation of new deals from incoming messages in source settings made optional.
  • Support for IMAP protocol to connect email sources. Installation of a free plugin is required.
  • Optional time limit for deals to be allowed to remain in a funnel stage. If a deal remains in a time-limited stage above specified limit then a notification set up for this event is sent.
  • New events for sending notifications: new deal creation, moving of a deal to another funnel, winning of a deal, loss of a deal, reopening of a deal, remaining of a deal above specified time limit in a funnel stage.
  • Blocking of incoming messages from selected contacts. Banning of a contact in CRM results in full ignoring of his messages sent via any types of sources.
  • Filtering of deals by various characteristics: unread messages, overdue reminders, etc.
  • Adding tags to deals.
1.2.2.155 December 4, 2017
Minor bug fixes.
1.2.1.153 December 1, 2017
Minor bug fixes.
1.2.0.152 November 30, 2017
  • Adjustable two-way synchronization of funnel stages with order states in Shop-Script.
  • Synchronization of currency exchange rates with those set up in Shop-Script.
  • Extended email message management functions: new “Messages” screen, adding of extra recipients when replying to a message, message forwarding, marking of unread messages, popup notification on new incoming mail.
  • New report for paid invoices.
  • New report for won deals in all funnels.
  • Viewing of a list of deals from all funnels, only in table view mode.
  • Setup of custom fields for deal-adding and editing pages.
  • Receipt of deal requests via web forms from existing customers.
1.1.0.130 October 11, 2017

Shop-Script integration

  • Execution of order actions “Mark as completed” and ‘Delete” automatically closes a related deal with the corresponding status.
  • Automatic filling of invoices with ordered products if the invoice deal was created from a Shop-Script order.
  • Live search of products from online store catalog when editing invoice items.
  • Option to link a Shop-Script order with a existing deal in CRM.

Notifications

Option to change the sender and the recipient selection in the notification settings or to enter custom sender and recipient email addresses.

Invoices

  • Option to edit default invoice templates and to add custom templates.
  • New invoice field to enter invoice expiration date. After the specified date, an invoice is automatically archived and is no longer accessible to a client.

Reminders

  • Personally configurable email notifications on tasks scheduled only for today or for today and tomorrow.
  • Personally configurable email notifications on tasks with approaching deadline.
  • Displaying of the creation date and time for each reminder.

Contacts

  • Option to assign a responsible user for a selected contact.
  • Option to set up automatic assignment of the current user as responsible for new contacts added by that user.
  • Option to execute group actions on contacts in large photos view mode like in table view mode.

Deals

  • Option to execute group actions on deals in canban view mode like in table view mode.
  • Option to set up personal signature for messages sent to a client on deal-viewing page.

Phone calls

Option to play registered phone calls directly in browser without having to download audio files to user’s computer.

1.0.7.115 September 14, 2017
Minor bug fixes.
1.0.6.113 September 11, 2017
Minor bug fixes.
1.0.5.108 September 4, 2017
Minor bug fixes.
1.0.4.107 August 31, 2017
Minor bug fixes.
1.0.3.106 August 31, 2017
First stable release.
1.0.2.95 August 1, 2017
Bug fixes, including a problem after installation.
July 28, 2017
First version released.