CRM

• 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.

• Improved security system.

• 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.

• 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.

• 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.

• 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.

• Fixed errors in the interaction with different Shop-Script versions.

• 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.

• 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.

• 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.

• 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.

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.