Changelog

All notable changes to this project will be documented in this file. This project adheres to Semantic Versioning.

Version 1.3.1.3 - 13 October 2024

• Added: Added WhatsApp based two-factor authentication for sensitive actions.
• Fixed: Attachments and emoji's sent by clients are now again fully supported within the CRM.

Version 1.3.1.2 - 11 October 2024

• Improved: Moved the info-hover icon in client records to prevent interference with the copy button.

Version 1.3.1.1 - 4 September 2024

• Improved: Reporting capabilities with new filtering options.
• Added: Ability to include or exclude specific advisers' linked clients from bulk emails.

Version 1.3.1.0 - 9 August 2024

• Fixed: Minor bugs in client profile deep searches.
• Improved: Minor performance improvements.
• Improved: Various security updates.

Version 1.3.0.2 - 25 May 2024

• Added: Linked clients added to task cards for easier identification.
• Added: Filter monthly reviews by adviser, allowing users to filter reviews due by specific advisers or view the entire practice.

Version 1.3.0.1 - 30 June 2024

• Changed: The reviewed field on client profiles now displays the most recent review date instead of TODO or DONE. If the last review was conducted more than 365 days ago, the field will be highlighted in red.
• Changed: Dashboard reviews due in the coming month (but not yet overdue) now display the number of days remaining until due, instead of DONE.
• Renamed: The Financial details section in entity records to Accounting for greater clarity.
• Added: A Financial tab to entities for storing banking details.

Version 1.3.0.0 - 18 March 2024

• Added: Dynamic addition of financial planners and relationships, eliminating the need for page reloads.
• Added: Auto-creation of notes from longer task comments.
• Improved: Various visual improvements across the site.
• Changed: Client review window now provides more space for longer reviews.
• Changed: Layout for entities switched to a tab-based structure.
• Fixed: Various minor visual bugs on the new interaction log.
• Added: Automatic tagging and title assignment to the interaction log.
• Changed: Linking of advisers no longer reloads the page when adding an adviser.
• Added: New and improved wiki/knowledgebase integrated with the support service.
• Fixed: Various minor display bugs across the CRM on different displays.

Version 1.2.6.0 - 26 January 2024

• Added: Expanded notification center to allow individual notifications alongside practice-wide alerts. Future updates will build on this to allow smarter allocation of alerts.
• Added: Ability to message team members from the notification center and receive replies directly in the notification inbox.
• Improved: Notification center tabs with multiple tabs differentiating between personal and practice alerts, with badges indicating unread messages. Messages remain unread until manually archived.
• Added: Overdue task badges for tasks and teams, enhancing collaboration to assist with backlogs.
• Improved: Tasks interface for larger teams. The My Team list now allows scrolling, filtering, and searching for team members.

Version 1.2.5.0 - 26 December 2023

• Added: Ability to password-lessly switch between linked accounts. Learn more
• Added: Ability to future-date (schedule) bulk emails.
• Added: Ability to download your billing history.
• Added: Support for line breaks in task comments.
• Added: Various security and stability enhancements.
• Changed: Bulk emails now show the financial adviser's email address in the "From" field.
• Fixed: Various minor visual bugs.

Version 1.2.0.0 - 18 September 2023

• Added: Quick Notes to the main dashboard, allowing quick and easy logging of client notes, calls, and reviews. Learn more
• Added: Functionality for the Outlook add-on to support AI-based auto-tagging of interactions.
• Added: Ability to update your preferred payment method from the Billing page directly.
• Fixed: Various minor visual and textual bugs (typos, visual artifacts, etc.).

Version 1.1.7.0 - 30 June 2023

• Changed: The reviewed field on client profiles now displays the most recent review date instead of TODO or DONE. If the last review was conducted more than 365 days ago, the field will be highlighted in red.
• Changed: Dashboard reviews due in the coming month (but not yet overdue) now display the number of days remaining until due, instead of DONE.
• Renamed: The Financial details section in entity records to Accounting for greater clarity.
• Added: A Financial tab to entity records for storing banking details.

Version 1.1.6.9 - 25 May 2023

• Added: Linked clients added to task cards for easier identification.
• Added: Filter monthly reviews by adviser.

Version 1.1.6.5 - 20 May 2023

• Added: Expanded notification center to allow individual notifications alongside practice-wide alerts.
• Added: Ability to message team members from the notification center, with replies received directly in the notification inbox.
• Added: Overdue task badges in the task calendar and for teams.
• Improved: Notification center tabs with badges for unread messages.
• Improved: Tasks interface for larger teams, including a scrollable My Team list.

Version 1.1.6.1 - 22 May 2023

• Added: Dynamic addition of financial planners and relationships.
• Added: Auto-creation of notes from longer task comments.
• Changed: Client review window now provides more space for longer reviews.
• Changed: Layout for entities switched to a tab-based structure.
• Fixed: Various minor visual bugs on the new interaction log.

Version 1.1.6.0 - 15 May 2023

• Added: Automatic tagging and title assignment to the interaction log.
• Added: New and improved wiki/knowledgebase integrated with support.
• Fixed: Various display bugs across different types of screens.

Version 1.1.3.0 - 20 April 2023

• Added: TaskManager filters for searching specific team members' tasks.
• Added: Urgency filters in TaskManager.
• Improved: Error pages now allow direct dumping of errors into support tickets.

Version 1.1.2.1 - 16 April 2023

• Fixed: Minor bugs in client profile deep searches.
• Improved: Performance and security updates.

Version 1.1.2.0 - 7 April 2023

• Added: Styling updates to improve dashboard responsiveness.
• Added: Task creation from client profiles, automatically linked.
• Fixed: Issues with search page filters and task updates.
• Fixed: Marketing adviser's phone number not saving correctly.

Version 1.1.1.4 - 15 March 2023

• Added: Do not reply footer option for SMS.
• Added: Ability to change the review month for the dashboard.

Version 1.1.1.3 - 13 March 2023

• Added: Wiki links for all pages within the CRM.

Version 1.1.1.2 - 9 March 2023

• Added: Task audit trail tracking for shared tasks.
• Fixed: Top navigation in Task Manager now matches other pages.

Version 1.1.1.1 - 17 February 2023

• Added: Outlook Add-in for email synchronization with CRM.
• Added: Concurrent access warnings.

Version 1.1.1.0 - 24 September 2022

• Major: Release of BETA version.

Version 1.0.0.0 - 24 September 2022

• Fixed: Various task display issues and visual elements on the payment pages.

Version 0.9.5.0 - 1 September 2022

• Added: Changelog and Wiki to ClientManager.