CRM Changelog

  • Updated: Dropdown picker list ordering to work with numbers
  • Updated: Unlocked reference field on invoices
  • Fixed: Ability to use landscape in PDF exports
  • Added: Ability to turn off Google Address show button
  • Fixed: Issue with displaying of forms sent to external parties
  • Fixed: Incorrect comments showing on events opened via the calendar
  • Updated: Search system to be more robust
  • Fixed: Issue with screens occasionally not displaying correctly
  • Fixed: Issue causing Quote Templates and Invoice Templates to not work
  • Fixed: GST Calculations on Quotes and Invoices
  • Fixed: General table fixes and improvements
  • Fixed: Clicking on search items on touch devices
  • Added: Ability to not have charts on dashboard
  • Fixed: Showing of files after they are uploaded
  • Fixed: Invoice tax calculations for auto invoices
  • Updated: Text editor to only create one line when pressing enter in the box
  • Fixed: Downloading of file on mobile devices
  • Updated: Invoice / quote tax calculations
  • Added: search feature for files
  • Updated: Comments / Timeline to be shown on the right hand side of Events / Tasks
  • Added: Ability to flag a client Red (Account Hold), Orange (Warning), Green (OK)
  • Fixed: Issue causing grey box to cover screen when submitting to xero
  • Fixed: Issue causing subtotals to be incorrect on some invoices
  • Added: Ability to have forms with per field, per tab permissions
  • Fixed: Uploading of music files
  • Fixed: Issue causing invoices to not be editable when generated from a quote
  • Updated: Email list in CRM to include the status of the email sent
  • Fixed: Side menu constantly opening and closing on its own
  • Updated: Google addresses to save all the time
  • Updated: Google Places autocomplete to use Google coloured G when active
  • Added: ability to set colours on table cells based upon a time calculation. e.g. different colours for different days of the week
  • Added: Ability to export a CSV off select tables
  • Removed: Dropdown for the Xero button to enable one click send
  • Added: Ability to hide / show archived items in reports
  • Fixed: Loading of dashboard
  • Added: Button to address fields to open the address in Google Maps
  • Fixed: Showing of names of select items in drop-downs
  • Updated: Dashboard layout
  • Updated: Timeline to have infinite scroll
  • Fixed: Ability to edit files after their upload
  • Updated: Invoice list style
  • Updated: Billing system to fix some minor bugs
  • Added: Ability to filter lists
  • Updated: Google address selection will now pull the name of the location
  • Fixed: Opening of items on select lists
  • Fixed: Archiving of payments
  • Fixed: Ability to generate an invoice from a quote
  • Updated: New list design to include the ability to archive
  • Fixed: Colouring of table cells for screens
  • Added: External Screen Views
  • Fixed: Setting of due dates from invoice template
  • Updated: Invoice due date selection on invoice view
  • Added: Ability to filter dashboard elements to only show those matching a specific criteria
  • Added: Ability to default select options on the invoice modal
  • Updated: Balance on invoices to show negative balances
  • Fixed: Issue causing reports to error when opening the page
  • Added: User Permissions on select URLs throughout CRM
  • Updated: Google Address Autocomplete to include more results and visual highlighting of results
  • Updated: Textarea fields to include spellchecking
  • Added: Ability to override an invoice number
  • Removed: Ability to change display image without removing it on stock, suppliers, etc. You will now need to remove the image first and then add the new image
  • Fixed: Saving of street / line one of addresses when Google Autocomplete is turned off
  • Fixed: Ability to turn Google Addresses off
  • Updated: Calendar day size to be smaller
  • Updated: Search in select pickers so it more precise
  • Fixed: Displaying of invoice numbers on payments table
  • Fixed: Bug where a document could be opened via any team
  • Fixed: Loading of clients list if no category is on the team
  • Fixed: issue where the user was unable to log out
  • Added: Ability to edit file details via file manager
  • Improved: loading of file preview images
  • Fixed: Audio files in file manager to include music
  • Updated: Invoice form layout
  • Updated: Quote form layout
  • Updated: Order of comments so they have newest first
  • Added: Date range picker to team exports
  • Added: Ability to add file picker field to forms
  • Updated: Invoice file name when exporting an invoice
  • Updated: Tables to handle more complex field values
  • Added: Ability to add a form in a client tab
  • Fixed: Issue where comments / timeline on clients did not auto close on smaller browser windows
  • Updated: Reports to handle totalling in any currency column
  • Added: Ability to Command + Click sidebar menu items to open them in a new window
  • Added: Ability to have client form sidebar item showing comments / timeline items on select teams
  • Fixed: Issue where incorrect data loaded in some tables
  • Updated: Menu sidebar to enable opened sections to stay open until closed (even if the webpage is reloaded)
  • Fixed: Costs tab on select clients
  • Added: Ability to have a single CRM Team oversea child teams (i.e. see all clients, and more)
  • Updated: Email message box to enable to ability to add buttons to your email before sending it
  • Updated: Quote external view to show the quote PDF
  • Added: Ability to turn on new list design for projects and tasks
  • Added: Default sorting to project tables
  • Added: Signature to user profile
  • Added: Zapier integration
  • Updated: Reports to enable totalling of currency columns
  • Fixed: Select pickers not showing all values
  • Added: Ability to add complex filtering to the stock table
  • Updated: External invoice view so it exactly matches the exported PDF
  • Fixed: Error that was occasionally occurring on some client tabs causing data not to show
  • Added: Ability to have a copy of the invoice attached when sending an invoice via email
  • Added: Ability to enter in a BPAY number on an invoice
  • Fixed: Adding of a credit card as payment method
  • Added: Alert when CRM is updated to advise the user to refresh
  • Added: Views tab to Invoices
  • Added: Slack notifications for invoice views
  • Fixed: Creating of a User
  • Added: Severity colour to support board
  • Added: MYOB Integration
  • Added: Integrations tab in team settings section
  • Fixed: Issues sending emails
  • Fixed: Issues loading some forms
  • Fixed: Data not displaying correctly on emailed payments
  • Added: Ability to email a payment / receipt
  • Added: New side menu
  • Fixed: Ability to hide label for segment buttons
  • Fixed: Loading of data on some client tabs
  • Fixed: Downloading of select invoices
  • Fixed: Layout of invoice on external view
  • Fixed: Downloading of PDF invoices on select teams
  • Updated: Method used to show payments / balances on invoice table
  • Fixed: File uploading
  • Fixed: Transitioning of client categories
  • Fixed: Displaying of stock items on the external invoice view
  • Fixed: Displaying of Author on the Interactions table
  • Updated: Filtering of Support Tickets
  • Fixed: Downloading of Invoices
  • Fixed: Various tab loading issues
  • Fixed: Issue with exports not downloading
  • Fixed: Ability to enable a user to add / view users
  • Fixed: Loading of invoices
  • Fixed: Uploading of files
  • Added: Ability to create / edit tag clouds
  • Added: Ability to search invoices by client name
  • Updated: Styling of invoice external view
  • Fixed: Issue where client name was getting stuck when changing clients via search
  • Fixed: Issue opening itineraries
  • Fixed: Invoice table totals

We’re rebuilt FireHawkCRM from the ground up using the latest version of the code. It’s lighter, faster, more reliable. Heaps of new updates will follow in quick succession

  • Added discounts to quotes
  • Fixed: Issues with logging in
  • Fixed: Broadcast messages
  • Updated: Board layouts
  • Added: Dashboard to select teams
  • Updated: Support ticket layout
  • Updated: Saving of text area fields to prevent window closing while editing the field
  • Fixed: Displaying of task swimlanes
  • Updated: Board loading times
  • Updated: Report Templates to allow a set of default templates to be available to all teams
  • Updated: Segment buttons which have too many options now have a more button to display a picker for additional options
  • Fixed: Showing of names in some dropdown fields
  • Added: Ability to add tags to a team (select forms only at the stage)
  • Added: Ability to have segment buttons in forms for Suppliers, Stock and more
  • Added: Ability to report on events within a date range
  • Fixed: deleting / moving of items in an invoice
  • Updated: Modal for support tickets
  • Updated: Font sizing on external view invoices
  • Updated: In form preview field sizing
  • Updated: External invoice view layout
  • Updated: Logic model on select forms
  • Added: Promotions entity
  • Updated: Displaying of contacts in dropdown fields
  • Updated: Quote external view styling
  • Updated: Reports to handle reporting by Stock Income Account for Invoices
  • Added: SMS Templates
  • Added: Email Templates
  • Updated: Quotes to use new pricing system
  • Added: Quote Templates
  • Fixed: Loading issues on some tables
  • Fixed: Highlighting of invoice status in the invoice view
  • Updated: form field filtering
  • Updated: Quote styling
  • Added: List of items sold to a client
  • Fixed: Issues opening menu on touch devices
  • Updated: Support ticket form to include extra fields
  • Added: Basic Mailchimp Integration
  • Added: Ability to have email templates
  • Added: Ability to have SMS templates
  • Fixed: Sending of emails
  • Updated: Sorting in Reports
  • Updated: Clearing of items in Reports
  • Added: Ability to have a balance column on the invoice table
  • Updated: Sorting for Reports
  • Added: Ability to have additional external links for clients
  • Added: Total at bottom of the invoice table
  • Updated: Error reporting for some fields
  • Added: Required asterix for segment buttons that are mandatory
  • Fixed: Overlapping of events in the calendar
  • Fixed: Clearing of columns in reports when clear is pressed
  • Added: Ability to show payments for an invoice on the invoice table
  • Fixed: Issues with opening some modals
  • Fixed: Sorting on Reports
  • Updated: Reports to show a total for the invoice total column at the bottom of the report
  • Added: Ability to add display image to a stock category
  • Fixed: Moving of an appointment on the schedule view by dragging
  • Fixed: Displaying / Saving of the external client form
  • Updated: Report CSV to include a total row
  • Added: Additional filtering to screens
  • Added: Colour selector for task categories
  • Fixed: Displaying of data on the stock usage table
  • Updated: Filtering on Reports
  • Updated: Report calculations
  • Fixed: Auto generated content field loading in forms
  • Fixed: Loading of task swimlanes
  • Fixed: Scrolling on a quote
  • Fixed: Pick lists not showing all the options
  • Fixed: Displaying of remaining balance on payments section for an invoice
  • Updated: Invoice view to show remaining balance due
  • Updated: Timeline to be infinite loading
  • Fixed: Ordering of items in some pickers
  • Updated: Several pick lists to hide archived items
  • Added: Support Ticket System
  • Updated: Number of columns in the schedule board
  • Added: Ability to search a client name in the invoices list
  • Updated: Task generation to automatically set the category on tasks
  • Fixed: Selector on reports no longer stays open on page change
  • Updated: Filtering on reports
  • Added: Integration with Victoria BDM
  • Updated: Invoices to include an admin status
  • Added: MYOB exports
  • Updated: Report sorting
  • Fixed: Report template selector was not showing newly added reports
  • Updated: Total row on reports is now always showing at the bottom of table
  • Updated: Display of locations on the calendar
  • Updated: Ability to override select forms
  • Added: Export time to BDM tabs
  • Added: Cremation Board
  • Updated: Category filters for tables
  • Fixed: tag pickers on select forms
  • Added: WA BDM Preview
  • Updated: Colours of items on the schedule board
  • Updated: Table pill button to work on external tables
  • Fixed: Saving of itineraries
  • Fixed: Auto refreshing of the schedule view
  • Added: Subscriptions
  • Updated: Search to include more fields
  • Updated: Calendar to show Assignees
  • Updated: Reports to be able to total rows
  • Updated: Reports to enable removal of columns
  • Fixed: Issue with loading some clients
  • Fixed: Redirection issues for select forms
  • Updated: Action button functionality
  • Updated: Invoice creation for new pricing system
  • Added: Prompt to alert if data is not saved when closing the browser window
  • Updated: Fetching of data for tables
  • Fixed: An issue with checkboxes not showing their current value
  • Changed: Reports for for funerals to be based on service date
  • Updated: Reports layout
  • Fixed: Similar client picker to show more relevant results
  • Updated: Styling of select boards
  • Updated: Invoice templating system
  • Added: Toggle buttons to tables
  • Fixed: Displaying of multiple fields in a table cell
  • Fixed: Conditional logic on form tabs
  • Fixed: Invoice modal – invoice date saving issue
  • Fixed: An issue causing some team exports to not export correctly
  • Updated: Reordered side menu items slightly
  • Added: Row colours to tables
  • Fixed: Issue with state abbreviations in tables
  • Added: Default category for client lists
  • Fixed: payment PDF exports
  • Fixed: Showing of addresses on the quote view
  • Updated: Default task columns
  • Fixed: GST Calculations
  • Added: Ability to autofill the invoice title
  • Added: Invoice number and Invoice title to the invoice list search
  • Fixed: Invoice picker on payment form
  • Updated: Reports to have items in alphabetical order
  • Fixed: Resolved a few bugs in the reporting system
  • Fixed: Form tab conditional logic
  • Fixed: Price field saving issue
  • Updated: Reports to show a users name correctly
  • Added: Check for existing clients when creating a client
  • Fixed: Issue loading quotes list
  • Updated: Board pdf exports
  • Added: Custom action button to forms
  • Fixed: Tagging on clients
  • Fixed: Client saving issue
  • Updated: Tables to improve speed of CRM
  • Added: Auto refresh to external boards
  • Added: Schedule event colours
  • Fixed: Stock list showing incorrect pricing
  • Added: External facing boards
  • Updated: Ordering of items on boards
  • Fixed: Invoice totalling issue
  • Fixed: Files tab for assets
  • Updated: Boards to show more items in the columns
  • Added: Day of the week on date fields
  • Updated: Reporting to show more fields
  • Added: Ability to have forms on a tab
  • Fixed: Sorting of Assets table
  • Added: Improved pricing management system
  • Improved: Reloading when changing tabs on a client
  • Added: Extra Slack Notifications
  • Updated: Board filtering
  • Updated: Report filtering
  • Added: Conditional logic to table cell data
  • Added: Ability to default tasks to off on calendar
  • Updated: Board exports
  • Updated: Events to have a default time period of 15min
  • Fixed: Address issues on QLD BDM tab
  • Updated: Layout of auto generated content box
  • Fixed: Add asset link in sidebar
  • Updated: Method of generating an invoice
  • Updated: Team exports to better handle displaying sets of data on forms
  • Updated: Default Task Boards to a new design / layout
  • Moved: Team Exports button in sidebar
  • Fixed: Issue with tab counters
  • Added: Board export ability
  • Updated: Ability to order tables
  • Fixed: Booking in of stock
  • Fixed: Sorting of Tasks to default to alphabetical
  • Fixed: Saving of the WSYWIG editor fields
  • Fixed: Issues with loading of selected page tabs
  • Added: Events to the main search
  • Fixed: Removal of clients from selected boards
  • Fixed: Defaulting of client exports
  • Fixed: Issue causing clients to not be created
  • Fixed: Abbreviations, stock and multiple items appearing in a single cell of a table
  • Added: Additional boards
  • Fixed: Issue with auto generation of tasks for clients
  • Added: Ability to hide additional columns on a per team basis
  • Added: Client alerts
  • Updated: Invoices for select teams to fix a tax issue
  • 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