Release Date: March 25, 2025
Introduction:
We are excited to introduce the latest updates in version 1.8.7, featuring the addition of Embedded Apps, several enhancements, and important bug fixes to improve your experience.
Feature:
- Embedded Apps
- Users can now integrate external applications from a predefined list, enhancing the platform's versatility.
- Additionally, users have the flexibility to add custom external applications tailored to their specific needs.
Enhancements:
- Duplicate a Service
- Easily create copies of existing services, streamlining the setup process for similar offerings.
- Filter by Price in Orders
- Introducing a "Filter by Price" option in the order section, allowing for more efficient navigation and selection.
- Detailed Duration for One-Time Services
- Users can now specify hours in the duration field for one-time services, providing greater scheduling precision.
- Default Country in Invoices
- Set a default country for invoices to expedite the billing process and reduce manual input.
- Notes Addition During Lead Conversion
- When converting leads to clients, there's now an option to add notes, ensuring important information is retained.
- Multiple File Uploads in Order Attachments
- Support for multiple file uploads in the order sidebar's attachment section enhances document management.
- Expanded File Format Support
- Additional file formats (DWG, SKP, DXF) are now supported for uploads, catering to a broader range of user needs.
- Service Name Display with Order ID in Invoices
- While selecting an order ID in invoices, the associated service name will now be displayed for clarity.
- Leads Limit on Packages
- Implementing limits on the number of leads per package to maintain service quality and manage expectations.
- Link Previews in Descriptions and Comments
- Links included in descriptions and comment boxes will now display previews, enhancing user engagement and context.
- Terms and Conditions Visibility
- Resolved an issue where the text of terms and conditions was not displaying in view mode.
- Assignee Role Permission Update
- Assignees can no longer view client comments in tasks, add other assignees, or change priority settings, aligning with role-based access controls.
- Invoice Draft and Send Options
- Users now have the choice to save invoices as drafts or send them directly to clients, providing greater control over the billing process.
- Invoice “Pay Now” button color change
- “Pay Now” button shown to client in invoice is set to workspace primary color.
- Disable client file upload in file feedback
- Clients can no longer upload a new version of a file in file feedback section
4 weeks ago