Change Log in Crystal CRM

Version 2.7.3

 

  • Added short URL merge field for SMS links (via Bitly API)
  • PHP 8 fixes and compatibilities
  • Updated: Allow links in piped tickets
  • Fixed incorrect invoice number when sending/creating invoice.
  • Added after project copied hook (dev)
  • Added user widget hooks (dev)

Version 2.7.2

 

  • Fixed conflict from not compatible modules widgets in the dashboard cases white screen.
  • Fixed an issue where leads email integration folder cannot be selected
  • Fixed subscription date shows invalid date after subscribe
  • PHP 8 compatibility and enhancements.

 

Version 2.7.1

  • Added mention feature for task comments
  • Added mention feature for project discussions
  • Added ability to choose ticket department folder
  • Added ability to choose leads email integration folder
  • Updated: Allow creating credit note with the same number for a different year
  • Added 2Checkout Payment gateway
  • Added message with total overdue days on invoice HTML if the invoice is overdue
  • Added total overdue days email template merge field for invoices.
  • Added ability to create contract and proposal templates via the UI. (not needed to do via files).
  • Added ability contact to choose a language on register
  • Added ability to round timesheets on timesheets reports and when billing the timesheet
  • Added register form required fields indicators
  • Updated: Archived prices inside the Stripe dashboard, should not show up in the drop-down when creating/editing subscription
  • Fix invoice items table not using currency separators
  • Updated: Stripe subscription plans will use the product name instead of plan name.
  • Fix get users that can access task does not receive a notification on new comments.
  • Fixed issues with auto importing tickets/leads
  • Fixed staff cannot create a task when stopping the timer
  • Fixed draft invoice number not updated when updating payment
  • Fixed subscription internal display.
  • Fixed duplicate menu items from modules.
  • Fixed contracts widget order not applied
  • Fixed task reminder URL
  • Fixed project discussion update

Version 2.7.0

  • Added ability to specify tasks cron job automation hours.
  • Added ability to create a task while stopping the timer without a task.
  • Added {project_name} merge field in email templates for invoices, estimates, contracts, subscriptions, and tickets.
  • Added “Download All” lead attachments in .zip option.
  • Added task-related name and link on kan-ban and border based on the task priority.
  • Added ability on customers area contact to select language on the login page.
  • Billed tasks created from the client, won’t be editable in the customers area.
  • Added ability primary contact to create and edit other customer contacts in the customers area.
  • Changed: Draft invoice won’t have a number assigned until it’s sent to the customer.
  • Added new hotkey to toggle sidebar Shift+F.
  • Added “Save and send later” feature for estimates.
  • Removed the deprecated 2Checkout and Authorize AIM and SIM gateways.
  • Updated milestones kan-ban in customers area to have horizontal scroll instead of stacking the milestones columns.
  • Fully replaced the IMAP library for reading emails.
  • Fixed expenses detailed report not loading sometimes.
  • Fixed sometimes Gantt date update clears task dates.
  • Fixed hard-coded table name in Dashboard mode.
  • Fixed pre tags in task comments go outside the specific width.
  • Fixed non-admin users can change leads to statuses colors from kan-ban view.
  • Fixed customer subscribed to subscription email sent multiple times.

Updating to version 2.7.0

Minimum required PHP version is 7.2.5

Starting from Perfex CRM version 2.7.0, the minimum required version for PHP is 7.2.5.

Before proceeding with the update, it’s strongly recommended to update your PHP version to meet the minimum required version to avoid any issues after and during the update.

2Checkout Payment Gateway Removed

The deprecated 2Checkout payment gateway is removed, if you used this gateway, it’s strongly recommended to look for other gateways that are applicable for your requirements.

Authorize SIM and AIM Gateway Removed

Because Authorize.net already deprecated the Authorize SIM and AIM gateways, they are removed from Perfex CRM as well.

If you used those gateways, you should consider switching to the new and improved Authorize Accept.js Gateway.

Draft Invoice Number

There are slight changes in the draft invoice number, previously when you create a draft invoice, the next invoice number is actually taken, starting from version 2.7.0, the draft invoices won’t have a number assigned.

This feature will make sure that the next invoice number is not auto-incremented in the database when you create a draft invoice and there is no invoice number assigned to the actual draft invoice.

This feature helps the following scenario:

Create a draft invoice and save it as a draft, the invoice will have a number e.q. INV-0005, then create a new invoice and don’t save it as a draft, this new invoice will have a number INV-0006.

Assuming that you deleted the draft invoice INV-0005 because the customer changed his mind, now there is a missing invoice number 0005, in this case, this scenario is covered with this feature.

Customers Area Custom Themes

There is a new feature in the customers area, ability the primary contact to actually manage other customers contacts, if you are using your own custom theme, you won’t be able to see the feature, if you think that you will have benefit from this feature, try to switch to the default Perfex CRM theme or make your theme compatible for the latest changes.

NOTE: This feature is disabled by default, if you want to enable it, navigate to Setup->Settings->Customers and set “Allow primary contact to manage other customer contacts” to Yes.

 

Version 2.6.0

 

  • Added “mail” usage protocol warning
  • Fully replaced the Gantt plugin.
  • Fix email queue CC
  • Fix core my_ prefixed files not working inside modules
  • Fixed discussions numbered lists not styled.
  • Fixed milestones kanban load more tasks.
  • Fixed first name and last name without space when having an individual as a customer.

Upgrading to 2.6.0

Perfex CRM version 2.6.0 comes with a new Gantt for the tasks, in customers area, per project and for all projects Gantt.

If you are using your own customers area theme, or any of my_ prefixed files in the admin area, you should double-check them in case the Gantt is not opening properly.

If the Gantt is not opening properly, probably your files/theme are not compatible, you should work with your developer to adjust the files, as an example, you can compare them to the original core files.

 

 

 

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