CRM Changelog

  • Fixed: Asset category picker
  • Added: Functions (similar to an event)
  • Fixed: Funeral Client summary page now shoes Funeral Service Venue
  • Added: Additional fields to invoice templates for cover letters, and headers / footers for invoices.
  • Added: Twig previews
  • Fixed: Date of Death missing on NSW and VIC BDM tabs
  • Added: Asset Categories
  • Updated: Pool form logic
  • Fixed: A task mapping issue
  • Updated: Boards to include horizontal scroll bar
  • Updated: Pools form logic
  • Updated: Responsiveness of the calendar and added scroll bars
  • Updated: Schedule layout
  • Fixed: Changing of page when creating a new event from the modal
  • Fixed: Issue with tag pickers not saving multiple tags
  • Fixed: Issue with new file numbers not generating on category change
  • Update: Improvements to speed of calendar loading
  • Fixed: Showing of multiple sets of data in a single table cell
  • Updated: Day view in calendar to start at 12am
  • Updated: Client list search to search funeral file numbers
  • Updated: Departure board layout
  • Updated: Layout of the team board
  • Updated: Pool form fields and layout
  • Fixed: Displaying of suppliers in the reports section
  • Fixed: Ordering of results in reports
  • Fixed: Form saving issues
  • Fixed: Issue creating credit notes
  • Fixed: Payment reporting for a specific time period
  • Updated: Several forms to use modals
  • Updated: Boards to allow editing after they are created
  • Fixed: Issue where using the calendar to select a date would not save
  • Fixed: Saving of Payments against an invoice
  • Updated: Simplified invoice statuses
  • Fixed: Filtered dropdown lists
  • Updated: Boards to include attachment indicator and corrected timezone for dates
  • Updated: Invoice table to show 100 invoices per page
  • Fixed: Issue with duplicate payments being created per invoice
  • Fixed: Missing Google icon for addresses
  • Fixed: Issues with QLD BDM tab not displaying correctly
  • Added: Ability to auto number payments
  • Updated: Payment form layout
  • Updated: Pool form layout
  • Added: Ability to add colours to first call board
  • Fixed: A few issues with VIC BDM tab
  • Added: New boards section for creating your own workflows for clients, projects and tasks
  • Fixed: Issues with saving of fields in forms
  • Updated: First Call board styling
  • Updated: Saving to occur when exiting a field and not constantly
  • Updated: Email IDs to be shorter in the subject line
  • Fixed: Tag filtering on supplier list
  • Added: Invoice templates
  • Added: Arranger details to funeral summary tab
  • Updated: Combined tasks and swimlanes into a single tab for clients
  • Updated: Email modal to reduce errors
  • Updated: Responsiveness of tables for smaller devices
  • Fixed: Conversion of a client from enquiry to at need, enquiry to pre need and pre need to at need
  • Fixed: Issue with adding additional tags to a funeral organisation
  • Added: Ability to add an event from anywhere on the schedule board
  • Added: Ability to have custom funeral file number formatting
  • Fixed: Client tab loading issues
  • Added: Plus button to schedules view to add an event
  • Added: Ability to have multiple possible invoice PDF exports per invoice
  • Updated: Purchase orders to pull cost pricing for stock items
  • Added: Ability to export a PDF from a payment (receipt)
  • Fixed: Issue saving the organisation name
  • Added: Ability to have tag based filtering of tables
  • Updated: NSW BDM Tab for Funerals to fix an issue with the “On” Death date selection
  • Updated: Funeral Summary page to include last name of primary contact
  • Fixed: Issues with external links not working
  • Fixed: Issue causing tables and forms to be hidden behind the side menu
  • Fixed: Issues with reporting on stock
  • Updated: Comments UI
  • Added: BDM Preview for Queensland
  • Added: Comments on invoices
  • Fixed: Layout of funeral summary page
  • Fixed: Copy field issue affecting some fields
  • Fixed: BDM tab address shown for delivery
  • Fixed: line breaks in forms
  • Fixed: popups
  • Fixed: Client form layout issues
  • Fixed: Delivery address for VIC BDM
  • Fixed: Displaying of numerical numbers on tables
  • Fixed: A couple of issues in the NSW BDM Preview
  • Fixed: Loading issue for NSW BDM Preview
  • Fixed: Issue with other doctor not being checked correctly on BDM Preview
  • Updated: Styling for form columnising
  • Fixed: Issue with external based forms
  • Added: Ability to see a list child suppliers on a supplier
  • Fixed: Spacing between dynamically added items in forms
  • Updated: Calendar items in the week view to show the location
  • Updated: Week view calendar to have a scroll bar
  • Updated: Collapsible sections inside forms to save its state
  • Updated: Victoria BDM tab now includes only required details
  • Updated: Position of ‘+’ button when adding multiple items in a form
  • Updated: User profile view
  • Added: Collapsible sections inside forms
  • Fixed: Issue with autofilling of dates
  • Updated: Reports to include more options on Funeral Teams
  • Updated: Primary contact on Funeral Summary form to be Informant
  • Updated: New layout of Client forms
  • Fixed: Copying of URL to files in files tab on a client
  • Fixed: AM / PM buttons auto saving forms
  • Updated: File Uploader to a new design
  • Fixed: Numerous issues with the pool form
  • Added: Ability to Archive a Task
  • Updated: User Profile Page layout
  • Fixed: Issue with some GST calculations being out by 1 cent
  • Updated: Check for residential address in NSW BDM Tab
  • Fixed: Address not displaying correctly in client details on summary page
  • Added: Invoice modal for creating an invoice
  • Updated: Login url for all teams has changed to be in a unique subdomain for each respective team.
  • Added: Ability to download a Daily Run sheet for funeral teams
  • Updated: Date time field to have up and down arrows
  • Fixed: Filters on tables
  • Fixed: Departure Board Layout
  • Added: First Call Board for Funeral Teams
  • Updated: Table field system
  • Added: Ability to have team exports
  • Added: Delivery docket to invoices
  • Fixed: Ordering of Invoices / Quotes
  • Fixed: Decimal places of prices shown on quotes list
  • Fixed: A few bugs in the pool form
  • Updated: The email addresses used by the CRM
  • Updated: VIC BDM Tab
  • Added: Team based adding / removal of columns in a table
  • Updated: Speed of creating a funeral client
  • Updated: Several tables have now been updated to include the ability to search
  • Updated: Reports – sorting of mixed number / non-number fields
  • Added: Basic Departure Board for Funerals
  • Added: Basic Summary tab for Funeral clients
  • Fixed: Keyboard navigation for button groups in forms
  • Updated: Order of items in dropdown fields
  • Added: Stock sales history to stock items
  • Added: Timetracks list
  • Added: Stock search at top of stock table
  • Added: Reference to Invoice / Quote on organisation teams
  • Updated: Reports for stock pricing, linked assets and tags
  • Added: User permissions for client tabs
  • Updated: Pool form to fix some logic issues
  • Fixed: Duplicate plus button issue on some items in forms
  • Updated: Reports to fix sorting of category and update the reports layout
  • Minor styling changes inside CRM
  • Fixed: Issue downloading some PDFs
  • Fixed: Issue creating some clients from menu items
  • Updated: Reports to include Funeral Pre-Need Reference sorting & fixed sorting with lowercase values
  • Updated: Timeline to handle date time field type
  • Fixed: Issue causing a ‘1’ to appear in front of some autogenerated funeral file numbers
  • Fixed: Ability to add task categories
  • Fixed: Course block timetable exports which were showing ‘undefined’
  • Updated: Date field to allow string entry
  • Updated: Reports to allow payments reporting and officiant (funerals)
  • Added: Some form sections can now collapse
  • Updated: Timeline structure – it is now more verbose for clients
  • Fixed – Calendar week view start and end times (now its all day instead of 8am til 8pm)
  • Updated: Pool form
  • Fixed: Ability to add a project from a client
  • Updated: Reordered course page sections on TAFE teams
  • Added: Ability to filter assignees on the task list
  • Updated: Reports – Added in last week filter and fixed issues with sorting
  • Added: Ability to export file for BDM VIC on Funeral Teams
  • Fixed: Issue with some field locks not working correctly on forms
  • Updated: Navigation bar to show is internet connection is active
  • Updated: Reports to include custom date filter, and adjusted table height
  • Fixed: Tooltip positioning
  • Updated: Client categories to allow nesting and ability to decide which ones to show in sidebar
  • Fixed: Address in QLD funeral form exports
  • Update: Improved loading of the teams list
  • Removed: Projects filter on task swimlanes for funeral teams
  • Fixed: Loading issue with quotes list on mobile devices
  • Updated: Pool form dropdowns to be in alphabetical order
  • Fixed: Missing ‘plus’ button from emails list
  • Fixed: Search being hidden behind client title bar
  • Fixed: Archiving / Deleting of items in new lists
  • Updated: Several tables to include a search bar
  • Updated: Help section to filter results by team
  • Fixed: Reporting system for Funerals to allow fetching of invoices
  • Fixed: Event list filtering on client view
  • Added: Ability to set tabs on a per team basis for a client
  • Fixed: Table layout for Reports
  • Fixed: Loading of clients on non-funeral teams
  • Fixed: Sending of an itinerary via SMS
  • Removed: PDF export from external quote view
  • Fixed: Saving of report templates
  • Fixed: Courses – Modal works by tapping now
  • Added: BDM Traffic lights on funeral teams
  • Fixed: Admin tab saving
  • Updated: PDF Document creation form to include page sizing adjustments and margin adjustments
  • Fix: PDF Issue causing some PDFs to export at wrong size
  • Added: BDM tab changes made more responsive
  • Added: Default card for purchases
  • Added: Document editor now allows selection of A4 / A3 and Portrait / Landscape for designing HTML to PDF documents
  • Added: Timetrack modal
  • Added: Timetracks pagination
  • Added: Sidebar menu on touch devices:Clicking action buttons on root items without opening submenu
  • Added: Removal of browser autofill/autocomplete
  • Added: Client list search bar
  • Added: Client filters dropdown for funerals list
  • Added: Tags no appear in alphabetical order
  • Added: Mouse cursor changes to pointer when hovering over the profile avatar
  • Added: Added a button on the view quote page to export a pdf
  • Fix: Supplier archiving
  • Fix: Categories showing on supplier list
  • Added: Create pre need client modal form
  • Added: Create at need client modal form
  • Added: Payments for create client modal forms
  • Added: Emails sent via API Call instead of Cloud Functions
  • Added: Google Address – change address when Google is turned off
  • Added: Adding credits from the create client modal
  • Fixed: Creation of invoices on a Transfer
  • Fixed: Hide names/users from user list
  • Fixed: Date picker saving for forms
  • Fixed: clear message stating how many certificates will be ordered
  • Fix: Client form saving of service details
  • Added: Funerals – Status on an invoice
  • Added: Stock – API Call to create very basic stock on shopify
  • Added: Quote PDF Export – Uses API instead of old cloud functions
  • Fix: Event form not pulling/displaying assignees/invitees
  • Added: Creating an at need client using a purchased credit
  • Added: Using a credit to transfer an enquiry to an at need
  • Added: Using a credit to transfer an enquiry to a pre need
  • Fix: Decimal points are set to 2 max on quotes / invoices
  • Added: Costs tabs added to projects
  • Fix: Client swimlanes show installation address suburb
  • Added: Enq -> At Need, or Enq – > PreNeed. NOK is shown ready for entering data
  • Added: Duplicate Stock
  • Fix: Quote – remove tax
  • Fix: Invoice – remove tax
  • Fix: Calculating childrens age
  • Added: Changing of a client swimlane via by changing the linked category on the client view
  • Added: Calendar tab on a client (filtered)
  • Added: Event tab on a client (filtered)
  • Fix: Check calculation and saving of deceased age at death
  • Fix: Check value persists between pages for fields with the same key
  • Fix: Check Address doesn’t revert when selecting a new value from the dropdown
  • Fix: When purchasing a credit the balance doesn’t update until refresh
  • Fix: When entering stock/tasks/suppliers the page would refresh while typing the name
  • Fix: On team change if more than 2 tabs were open the 3rd tab will persist and sometimes save the persisting data to the new team.
  • Fix: Tasks reverting back to the Create Task page
  • Fix: Clicking save in the Event form would take me to the clients list
  • Fix: In Spasa Form – Easements or Services field doesn’t hide if easements/services field has “No” selected
  • Fix: In Spasa Form – “Contractor Price” and “Contractor Price in Words” fields have keys as their titles
  • Fix: In Spasa Form – On saving of “Other” field the accessory segment cells will reset to no value
  • Fix: In Spasa Form – “Tree removal/replacement included in contactPrice” has camelcase in title
  • Fix: In Spasa Form – “Payment 2” and “Extra Details” shows 3 times at the bottom of the form and are always present
  • Fix: In HBCF Form – “Confirm Site Address” wasn’t loading on initial opening of the form
  • Fix: In HBCF Form – Doesn’t save automatically without pressing enter in a text field
  • Fix: In HBCF Form – Name/Description doesn’t save at all
  • Fix: When adding stock before name on At Need Testing client invoices aren’t generated on initial save
  • Fix: Pre-Need Form – Details from “Service for” section doesn’t copy down to contract requested by if beneficiary is the same
  • Fix: At Need credit pop up says “Create a At Need” when it should have “an”
  • Fix: Organisation client – Address street field not showing Google results
  • Fix: Organisation client – Detailed timeline post shows weird values in update text e.g. [object Object]
  • Fix: When updating At Need Client – Options for transfer stock don’t update if the new selected stock has no value for that filled field
  • Fix: Infinite saving when changing transfer stock item in At Need client form
  • Fix: No headings for addresses in a pool client, makes it hard to tell which addresses are meant for what
  • Fix: Supplier also doesn’t have the street field showing Google results
  • Fix: When re-entering existing event the category doesn’t pull back in, but is in Firebase
  • Fix: Can add multiple sections for adding suppliers to stock but the supplier section allows more than 1 per line
  • Fix: If more than 1 supplier is added in a single line in stock it won’t load either when reloading
  • Fix: Stock takes you back to where you were when saving
  • Fix: Team switching – should refresh ALL tabs you have open for that team when changing teams
  • Fix: Task takes you back to where you were when saving
  • Fix: Event takes you back to where you were when saving
  • Fix: Supplier takes you back to where you were when saving
  • Fix: Task templates should appear in a dropdown (select teams)
  • Fix: Invoice type is added to invoices in firebase created by funeral at need form
  • Fix: Stock attributes – stock picker
  • Fix: Spasa tab on a pool
  • Fix: Hbcf tab on a pool