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CHANGELOG for v1.x.x.md

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v1.2.2 (3rd of December 2021)

  • #435 [fixed] - There should be an option for a "move to trash" when a customer trying to delete the inbox mail.

  • #692 [fixed] - The page should be redirected to the leads of the same pipeline for which the user is creating/editing the lead.

  • #698 [fixed] - There should be an option to remove the profile picture.

  • #699 [fixed] - The color of rotten leads should be the same on the kanban view and list view.

  • #700 [fixed] - There should be an option for lead id on the leads table.

  • #701 [fixed] - There should be a warning message if the user is trying to create a new person with the same details.

  • #704 [fixed] - The top leads and the top customers should be visible in the dashboard.

  • #709 [fixed] - The user should not be able to update activity without permission.

  • #710 [fixed] - There is no option for the lead when the user is trying to edit any activity.

  • #712 [fixed] - The success message is showing repeatedly.

  • #714 [fixed] - The probability of new stage should not disabled for any pipeline

  • #719 [fixed] - Dashboard data is not showing according to login use

  • #720 [fixed] - Option for location is not present inside Activity placeholder

  • #722 [fixed] - There should be a warning message if the user is typing the wrong number format.

  • #723 [fixed] - The warning message should not be visible if the user is trying to edit the attribute.

  • #724 [fixed] - There is no option to view the lost reason for the lost lead

  • #727 [fixed] - Sales pipeline not showing properly

  • #735 [fixed] - Input validation's dropdown should be according to attribute type.

  • #737 [fixed] - The UI design of the contact person. the section should be correct.

  • #741 [fixed] - The format of the Activity table should be correct.

  • #742 [fixed] - The model box should be closed automatically after exporting the data.

  • #748 [fixed] - The format of a person's data should be correct after exporting to excel

  • #761 [fixed] - There should not be an error if the user is trying to edit the attributes.

  • #762 [fixed] - There is no option to give permission to download data

  • #763 [fixed] - The page should be redirected to the leads when the user is clicking on any lead

  • #721 [fixed] - Link mails are not showing inside the mail tab.

  • #755 [fixed] - There is no option to apply validation for image attributes

v1.2.1 (12st of November 2021)

  • [feature] Calendar view added for activities

  • [feature] Admin profile picture feature implemented

  • #308 [fixed] - There should be a warning message if the user creating multiple persons with the same details.

  • #315 [fixed] - The participants should not be added to multiple activities at the same time.

  • #323 [fixed] - There should be an option to upload user profile picture

  • #343 [fixed] - There should be an option to view lead on dashboard.

  • #373 [fixed] - The color of quote should be red which is expired.

  • #453 [fixed] - The warning message should be removed after fill data in the Reply section.

  • #463 [fixed] - When SKU was made not compulsory, and when we add the product, it shows a junk code in the screen

  • #496 [fixed] - There should be a dropdown according to the default pipeline instead of an input box when the user trying to filter leads by stage.

  • #501 [fixed] - There should be an option to change activity status in activity table.

  • #504 [fixed] - There should be a warning message if the user is adding the same email and contact number multiple time

  • #511 [fixed] - There should not be print the JSON data when the user clicking on the back arrow.

  • #535 [fixed] - There should be an option of created date, when user trying to view the lead.

  • #572 [fixed] - There should be an option for searching the "Tag" in global search bar and in Filter also.

  • #582 [fixed] - There should be a loader before the success message When the user trying to mark as done any activity.

  • #596 [fixed] - There should be an option to give permission to download a quote

  • #634 [fixed] - The color of Won lead should be green in the dashboard.

  • #635 [fixed] - The filters should work properly when the user is trying to filter the lead by the contact person.

  • #636 [fixed] - The number of activities should be correct in the dashboard.

  • #637 [fixed] - There should not be any warning message when the user is trying to filter organization by Person count

  • #638 [fixed] - The attached file should be visible in the reply section if any.

  • #639 [fixed] - The name of the filter should be correct.

  • #647 [fixed] - The Expected close date should be correct when the user is selecting the current date for the expected closed date.

  • #648 [fixed] - The name of the leads filter should be correct.

  • #653 [fixed] - There should be a warning message when the user is trying to add multiple "Types" with the same name.

  • #661 [fixed] - There should be a loader before the success message When the user trying to update activity status.

  • #668 [fixed] - The name of the filter should be correct when the user is trying to filter activity by the type.

  • #671 [fixed] - There should be one more option of 'select status' when the user is trying to filter activity by 'Is Done' filter.

  • #672 [fixed] - The 'Expired At' time should be correct when the user is selecting the current date for 'Expired At'.

  • #679 [fixed] - When the user is clicking on 'Sales Person', then the page should be redirected to the person's page.

  • #678 [fixed] - The stage we are deleting from the pipeline, the leads of that stage should not be deleted.

  • #685 [fixed] - There should not be any warning when the user is trying to delete that lead for which the workflow was created

  • #692 [fixed] - The page should be redirected to the leads of the same pipeline for which the user is creating the lead.

  • #691 [fixed] - There should not be an exception when the user is trying to create a new lead.

v1.2.0 (1st of November 2021)

  • [feature] Pipeline feature implemented

  • [feature] Quick create option implemented

  • [feature] Brand new setting page implemented

  • #138 [fixed] - fix column spacing in quotes inside the respective leads

  • #170 [fixed] - If admin Inactive any user who is logged in on CRM then the user should automatically logged out

  • #171 [fixed] - When admin/user logged in to their panel then the name of logged in user should be mention to the top right corner

  • #192 [fixed] - When we appying the filters to search leads . then the end date input should not take the date which is less then start date.

  • #196 [fixed] - When we creating Attributes after choosing select from type dropdown and options from options dropdown . Then Input Validation field should be disabled.

  • #204 [fixed] - When we creating activity and selecting date in 'To' input box which is less then 'From' date. Inside schedule label. then it should give an error.

  • #255 [fixed] - When the user trying to create/edit Activity. then there should be a suggestion in placeholder of Participants input field for search Participants.

  • #265 [fixed] - The user or person should not be add into participants which is already added as a participants.

  • #277 [fixed] - When we trying to delete any lead. then There should be a confirm box before delete lead.

  • #280 [fixed] - Filters should be visible to filter the leads.

  • #281 [fixed] - When we are creating Note. Then ' Note created successfully ' should be show in message box.

  • #282 [fixed] - There should be a scrollbar to scroll the leads inside lead tab.

  • #283 [fixed] - The date filter should work properly in leads section

  • #285 [fixed] - When we are deleting any Note. then there should be a confirm box before delete Note

  • #286 [fixed] - When we are removing the search keyword from the search box inside lead. then there should be visible all leads

  • #287 [fixed] - When we are adding a person, then there should be a suggestion in organization input field

  • #288 [fixed] - When we are trying to delete multiple persons at a time, then there should be a confirm box before delete person

  • #289 [fixed] - When we are trying to delete multiple Leads at a time, then there should be a confirm box before delete the Lead.

  • #296 [fixed] - When we are deleting any Note. Then ' Note deleted successfully ' should be show in message box

  • #297 [fixed] - Search box should be work properly. when we are searching any attribute

  • #298 [fixed] - The status is not updating of login user and showing 'User updated successfully'.

  • #299 [fixed] - Search box should be work properly. when we are searching any user

  • #300 [fixed] - When we are creating the lead then The color should be change of the tab after filled all the required fields

  • #301 [fixed] - Search box should be work properly. when we are searching any Quote

  • #305 [fixed] - The Warning message should be show, if the user adding same product again and again in quote items.

  • #306 [fixed] - There should be a option to select date in created at' input field, if user want to filter activities.

  • #309 [fixed] - When we applying filters to search activities . then filters should be work properly to search activities

  • #313 [fixed] - There should be a option to delete multiple activites at a time

  • #318 [fixed] - There should be a option to select date in created date input field, if user want to filter the inbox mails.

  • #319 [fixed] - There should be a warning message, if user creating activities for less then current schedule time

  • #321 [fixed] - The filter should be work properly, when user filter activity by lead name.

  • #324 [fixed] - Popup box should not show until we select any action

  • #325 [fixed] - The inbox mail detail should be visible, if we want to view any inbox mail.

  • #334 [fixed] - Page should be redirect to inbox. after delete mail with success message.

  • #337 [fixed] - Page should be redirect to inbox. after send mail

  • #338 [fixed] - HTML code should not be visible in attachment place.

  • #341 [fixed] - Search box should be work properly. when we are searching any Lead

  • #351 [fixed] - Fix column spacing in Inbox inside the mail tab

  • #352 [fixed] - There should not be any exception. if user want to filter inbox mail.

  • #354 [fixed] - The date filter should be work properly in Activity tab.

  • #361 [fixed] - There should be a submit button if we want to filter dashboard data using date

  • #363 [fixed] - Search box should be work properly. when we are searching any Organizations

  • #364 [fixed] - There should not be any error if we are adding new organization.

  • #367 [fixed] - The filter should be work properly, when user trying to filter Attributes by type

  • #368 [fixed] - There should be a option to edit the tag

  • #369 [fixed] - The filters should be work properly, if user trying to filter tags.

  • #372 [fixed] - There should be a option to delete the multiple tags at a time.

  • #377 [fixed] - Date input fields should be cleared, after click on cross icon.

  • #378 [fixed] - The details of contact person should be fill automatically.

  • #380 [fixed] - The person should be received mail , after delete person. if we have create a workflow for the same.

  • #381 [fixed] - The Created by field should be visible only one time in activity table.

  • #384 [fixed] - The default image should be show in product section.

  • #386 [fixed] - There should be asterisk icon in Quote item.

  • #396 [fixed] - The contact number field should not take the blank value.

  • #397 [fixed] - The input fields should be shown to add product

  • #398 [fixed] - Filters should be work properly in quote.

  • #399 [fixed] - There should not be an exception when we are trying to view inbox mail.

  • #400 [fixed] - The mails should be deleted when the user trying to delete multiple emails at a time.

  • #402 [fixed] - The user should have the option to compose mail.

  • #403 [fixed] - The person attributes should be shown inside the placeholder.

  • #404 [fixed] - The filters should be work properly in the activity section.

  • #407 [fixed] - The filters should work properly in the activity section.

  • #410 [fixed] - Filters should be work properly in the activity section

  • #411 [fixed] - There should not be an exception when the user trying to edit any role.

  • #412 [fixed] - The page should not be asked to choose file when we are trying to view draft mails

  • #413 [fixed] - There should not be an exception when user trying to create a lead.

  • #415 [fixed] - There should not be a blank option in the activity type dropdown when the user is trying to create an activity.

  • #416 [fixed] - There should be a dropdown instead of an input box when the user trying to filter activities by type.

  • #419 [fixed] - There should be a suggestion for users to search for products.

  • #420 [fixed] - There should be a warning message if the user trying to delete the leads when the user has no permission to delete the leads.

  • #422 [fixed] - There should be an option to create tags if the user has permission to create a tag.

  • #426 [fixed] - The mails should be visible in the inbox.

  • #427 [fixed] - The ' To ' field should not take a blank value when the user trying to compose a mail.

  • #432 [fixed] - The search box should not take the blank value.

  • #433 [fixed] - There should be a dropdown instead of the input box when the user trying to filter the pipeline by " is Default" .

  • #434 [fixed] - The person id should be visible in the person table.

  • #436 [fixed] - Filters should work properly in the Attributes section.

  • #441 [fixed] - The calculation should be correct when the user trying to create the quote.

  • #447 [fixed] - The delete icon should not be visible when the user is adding only one product in the quote item.

  • #448 [fixed] - The Leads should be visible in the lead's table.

  • #452 [fixed] - There should be a field of created date in the quote table.

  • #459 [fixed] - At least one pipeline should be the default pipeline.

  • #460 [fixed] - When we are trying to create a new user, then it should not give a warning message.

  • #465 [fixed] - There should be ' Select user ' instead of 'User' in the Leads filter.

  • #471 [fixed] - There should be an error if the user trying to create multiple sources with the same name.

  • #479 [fixed] - There should a warning message when the user trying to enter the character in the quantity input field

  • #481 [fixed] - There should a warning message when the user trying to enter the character in the Price and discount input field.

  • #482 [fixed] - Date inputs should be blank when the user is removing the date filters.

  • #484 [fixed] - When the user trying to see Leads Over Time leads from the dashboard, then only Leads Over Time leads should be visible on the leads table.

  • #485 [fixed] - When the user trying to add multiple-stage with the same name in the pipeline, then there should a warning message instead of an exception.

  • #488 [fixed] - When the user trying to click on submit button without selecting any action, then there should be a warning for select any action to perform.

  • #489 [fixed] - There should be a warning message if the user trying to add the same tag multiple times in a lead.

  • #492 [fixed] - There should be a warning message if the user trying to edit leads [by drag and drop] without permission.

  • #495 [fixed] - The user should not be able to edit leads without permission.

  • #498 [fixed] - There should be a success message after reply on mail.

  • #499 [fixed] - There should be an option to give permissions-related quotes to a role.

  • #500 [fixed] - The user should log out automatically if the user has no permission for any tab.

  • #504 [fixed] - There should be a warning message if the user is adding the same email and contact number multiple time

  • #505 [fixed] - The user should be redirected to the login page after deleting the self account.

  • #512 [fixed] - There should not be any exception when the user trying to view the lead.

  • #514 [fixed] - The user should not be able to select the date greater than today in the created date input field.

  • #530 [fixed] - The user should not be able to delete tags if the user has no permission for the same.

  • #531 [fixed] - The Add stage and Save as pipeline buttons should not be disabled when the user removing the duplicate stage

  • #534 [fixed] - The user should not be able to add a tag on a lead if the user has no permission for edit the lead.

  • #541 [fixed] - 'Expected Close Date' should not be less than Created date

  • #542 [fixed] - There should not be any exception when the user tries to filter quotes by created date.

  • #543 [fixed] - The numerator should not be greater than the denominator in the dashboard.

  • #544 [fixed] - There should be Yes or No' in 'Is Done dropdown' when the user trying to filter activity by 'is done' filter.

  • #545 [fixed] - There should be an option to select date instead of input type text.

  • #568 [fixed] - When the admin trying to delete self account the message should be correct

  • #569 [fixed] - There should be a success message, When the admin tries to delete any other user.

  • #571 [fixed] - The user should not be able to edit another user without permission.

  • #577 [fixed] - The user should not be able to access the 'sent, trash, inbox' pages without permission.

  • #585 [fixed] - The Setting option should be visible if the user has permission for the same.

  • #586 [fixed] - There should not be any exception when the user is trying to compose mail.

  • #589 [fixed] - When the user is trying to delete default attributes, then the message should be correct.

  • #590 [fixed] - The user should not be able to view the quotes if the user has no permission for the same.

  • #592 [fixed] - The user should not be able to view the leads if the user has no permission for the same.

  • #599 [fixed] - There should be an option to filter quotes 'by is expired'

  • #600 [fixed] - The date filter should work properly when the user is trying to filter the leads.

  • #601 [fixed] - The rotting date should be correct when the user is trying to view any lead.

  • #606 [fixed] - Filters should work properly. when the user is trying to filter the activity.

  • #607 [fixed] - There should a warning message if the user is trying to add the same stage multiple times.

  • #619 [fixed] - The user should not be able to view the admin's data if the user has group permission.

  • #620 [fixed] - The Link Lead option should work properly on mail section.

v1.1.3 (23rd of September 2021)

  • [feature] Refactored data grid code

  • [feature] Add app version in admin ui

  • #244 [fixed] - The modal box should be open if we click on add lead button of the leads page.

  • #251 [fixed] - While Adding a new attribute Entity Type field should be come only one time.

  • #255 [fixed] - When we creating Activity. then there should be a suggestion in placeholder of Participants input field for search Participants.

  • #257 [fixed] - [BUG] SKU Validation Bug

  • #260 [fixed] - When we changing the lead stage to Won/Lost. then date icon should be visible in Closed Date input field.

  • #263 [fixed] - When we are creating a activity and selecting persons for participants. then persons name should be visible below Participants input box.

  • #269 [fixed] - [BUG] Add Lead Buttons Do Nothing

  • #270 [fixed] - When we are creating multiple group with the same details. then there should be a warning message

  • #272 [fixed] - When we are creating multiple Organizations with the same details. then there should be a warning message

v1.1.2 (17th of September 2021)

  • #217 [fixed] - When we adding a new organization then it should not give an exception.

  • #221 [fixed] - if the user has no permission to add a role and the user is trying to add a role. then it should be shown a warning

  • #225 [fixed] - When we creating a person then after creating person it is not redirecting to persons list page

  • #226 [fixed] - When we creating a user then the the 'asterisk icon' should visible on Confirm password label

  • #218 [fixed] - When we creating a new lead, Then after create lead it should be redirect to leads page

  • #230 [fixed] - Automatic publish should be done at the time of installation

v1.1.0 (16th of September 2021)

  • [feature] Workflow (CRM Automation) feature implemented

  • #132 [fixed] - filter option for mails are not working

  • #162 [fixed] - Issue with seeder during installation

  • #163 [fixed] - Lookup field is showing 2 times while creating the attribute

  • #164 [fixed] - No option is coming to update lead status in grid view

  • #165 [fixed] - Image type Attribute is not working

  • #166 [fixed] - Getting exception when new user Login

  • #172 [fixed] - If user have not Permission to delete the Roles and the user is trying to delete the Roles then the warning message should be present inside the error box

  • #174 [fixed] - If the user Applying multiple filter to search sources then data should be searched.

  • #175 [fixed] - After Added a new product the page should be redirect to product list page.

  • #177 [fixed] - result: When admin/user adding new Person after deleting email input field. then required validation of email should be work

  • #178 [fixed] - Getting Error " Class "Webklex\PHPIMAP\IMAP" not found" while integration of Google calender in Krayin

  • #180 [fixed] - admin/user adding new Lead after deleting email input field inside Contact Person tab. then required validation of email should be work.

  • #181 [fixed] - When admin/user run the php artisan krayin-crm:version command on root directory to check their Krayin version. then krayin version is there in the place of V

  • #182 [fixed] - While Adding a new attribute Lookup field should be come only one time

  • #184 [fixed] - When Customer running " composer create-project krayin/laravel-crm " and " php artisan krayin-crm:install ". command to install the laravel-crm. Then the project should be setup successfully .

  • #186 [fixed] - When we creating person and selecting the value from the Attributes dropdown which is unique then the it should be give warning to user/admin

  • #189 [fixed] - When we creating Lead and selecting the value from the Attributes dropdown which is unique then the it should be give warning to user/admin

  • #193 [fixed] - When we clicking on locale dropdown inside configuration tab. there should be multiple options of languages

  • #197 [fixed] - When we creating Quote. then the Quote should be show in dashboard

  • #199 [fixed] - When we changing timezone from timezone dropdown inside Configuration tab . then time should be convert according to timezone

  • #202 [fixed] - When we creating an activity, then the date icon should be shown in the schedule input box.

  • #203 [fixed] - When we creating an activity, the schedule input box should not take date before today

  • #204 [fixed] - When we creating activity and selecting date in 'To' input box which is less then 'From' date. Inside schedule label. then it should give an error.

  • #208 [fixed] - When we applying filters to search activities . then filters should be work properly to search activities

v1.0.1 (2nd of September 2021)

  • [feature] Activity participants

  • #117 [fixed] - Implement Pest PHP For Testing

  • #120 [fixed] - getting error when run migrate and seed database

  • #122 [fixed] - missing translation for alert message when deleting types and sources

  • #123 [fixed] - add more option is not working while edit person details

  • #134 [fixed] - update alert when delete groups

  • #133 [fixed] - exception when save new user roles

  • #135 [fixed] - default placeholder should be selected in quotes billing address

  • #136 [fixed] - buying leads stages are not assigned on mass action

  • #137 [fixed] - show names instead of id for search term at activities section

  • #139 [fixed] - filter is not working in quotes

  • #147 [fixed] - Getting exception while creating product with same sku

  • #148 [fixed] - Description field not visible while adding the products

  • #152 [fixed] - Automatically curly bracket is getting added in description while editing Role

v1.0.0 (21th of July 2021) - First Release

  • [feature] Descriptive and Simple Admin Panel.

  • [feature] Admin Dashboard.

  • [feature] Custom Attributes.

  • [feature] Built on Modular Approach.

  • [feature] Email parsing via Sendgrid.

  • #26 [fixed] - VAT number is missing for organization

  • #28 [fixed] - Organization is not found while adding person to organization

  • #29 [fixed] - Users to teams

  • #31 [fixed] - Add Phone to source & type to the new lead form

  • #32 [fixed] - Error on installation

  • #33 [fixed] - update favicon

  • #34 [fixed] - product is not listed even success alert is visible

  • #35 [fixed] - Dashboard widgets are not draggable

  • #38 [fixed] - Lead stages

  • #39 [fixed] - unable to save the lead

  • #40 [fixed] - Move icon is missing

  • #41 [fixed] - unable to open the lead in kanban view

  • #42 [fixed] - Lead without product

  • #43 [fixed] - dashboard move icon is not working

  • #54 [fixed] - Compose email is not working

  • #55 [fixed] - Filter at kanban view does not work

  • #56 [fixed] - Unable to back from single view to outbox or any email grid

  • #57 [fixed] - wrong button name

  • #60 [fixed] - date picker gets removed while selecting date on activity section

  • #61 [fixed] - No validation on product SKU field

  • #62 [fixed] - Getting exception when filter organization/products/admin roles

  • #63 [fixed] - missing translation for compose mail

  • #65 [fixed] - can't enter Email & Contact details for person

  • #71 [fixed] - Menus are not visible

  • #72 [fixed] - Alignment problem

  • #79 [fixed] - Reset Password Mail is not sent and error is shown

  • #81 [fixed] - Issue with Leads Filter in Layout

  • #82 [fixed] - Exception issue in Organisation

  • #83 [fixed] - Issue with Actions Alignment on Organisation page

  • #84 [fixed] - Issue with user access

  • #111 [fixed] - Fetch custom attribute types from config file