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CRM

CRM

Clients and sales management

1.4.4.306 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 conversions 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.