Version #: 3.9 Build: 3218
Version Date: 2022-05-09
- Fix screen freeze for Quickbooks online and Google sync authorization.
- Fix auto scroll when you click set category in contact, company and project form.
- Fix contact deleted when sharing contact with same name or email address in google sync.
- Update email body to display all web links as a hyperlink.
- Display progress message when loading outlook and other folders when setting up Outlook sync account.
- Fix Google sync issue with expired token.
Version #: 3.9 Build: 3161
Version Date: 2022-03-17
- Add SMS status to SMS list view.
- Add dialing and SMS from Calendar view.
- Complete new redesign of email account user setup interface.
- Add Stage field to Phone call.
- Add option to send bulk SMS from contact search results.
- Always show From and To in phone list panel when switch to incoming/outgoing/both views.
- Update Appointment editor time display drop down.
- Update InfoFlo Server list page size from 12 to 20 users displayed.
- Update calendar to highlight today cell in calendar month view.
- Fix google contact sync not working.
- Fix Invoice Exchange rate not working.
- Fix create new category from system contact will link system contact to the new created category.
- Fix import with category created by other user, cannot link to the imported contact.
- Fix sync issue with weekly recurrence appointment.
- Fix opportunity email reminder not working.
- Fix update calendar will throw an exception after dismissing.
- Fix search with same condition will throw am exception.
- Fix phone call comment section not appearing in search result.
- Fix exception thrown when adding contact to existing project when no projected select.
- Fix SMS panel form from not show all the messages.
- Fix copy, paste, populate phone log does not mark all the related phone calls as known.
- Fix advance search title does not display.
- Fix saved search run empty list will throw exception.
- Fix Quickbooks online sync does not sync discount from InfoFlo to Quickbooks.
- Fix Quickbooks online sync does not sync removed payment from InfoFlo to Quickbooks.
- Outlook sync contact update from external to InfoFlo, email addresses, phone numbers and post addresses default always set to the first one.
Version #: 3.9 Build: 2576
Version Date: 2021-02-18
- Saved Search feature optimized.
- Allow users to share saved search with other users.
- Phone recordings now save as MP3 file format.
- Update import tool to ignore invalid email address like “_”,” n/a” will cause all these contact import as one contact.
- Update import tool to show error report if duplicated.
- QuickBooks Sync Authorize support all platforms.
- Invoice preview now shows street 2 field.
- Fix Opportunity/Task 1 month reminder displays wrong text.
- Fix incorrect probability opportunity default stage.
Version #: 3.9 Build: 2383
Version Date: 2020-11-05
- Add Saved Search feature.
- Support auto linking rule for all contact/company to category when linked to project.
- Include company, first name, last name for opportunity seacrh index.
- Fix QuickBooks online account configuration issue.
- Fix document upload folder error.
- Support hyper link for custom fields.
- Fix report bug hiding optional header which caused an issue with the sort and filter feature in Excel.
- Add birthday field to the import mapping wizard.
- Summary page now displays appointment start time in title.
- New Task/Appointment now displays current Time.
- Add UK state in Post Address drop menu.
- Fix error when searching by datetime field.
- Fix import contact custom fields merge not working.
- Invoice payment currency display should not use system currency.
- Fix and improve reconnect option when InfoFlo disconnects.
- Fix some email forward/reply bugs.
Version #: 3.9 Build: 2215
Version Date: 2020-07-01
- Fix workflow task to support custom fields
Version #: 3.9 Build: 2186
Version Date: 2020-05-07
- Add new Task workflow button to search result.
- Fix online form sync not working for some windows 7 computers
- Fix SoftPhone connect to pbx slow
- Remove EmailAddress, PostAddress, PhoneNumbers Report has extra line
Version #: 3.9 Build: 2177
Version Date: 2020-03-09
- Invoice Product Name, Description now support more characters
- Custom fields DataValues support unlimited characters
- Make Invoice quantity decimal configurable
- Update Training Video and knowledge base url
- Add Office 365 Email support
- Workflow support company/project fields and custom fields
- Fix Quickbooks continuous sync without sleep.
- Fix QuickBook sync issue to handle many invoices
- Fix disabled user login issue which shows error message
Version #: 3.9 Build: 2140
Version Date: 2019-01-24
- Remove custom fields combo type size limitation
- Add knowledge Base, Training Videos, Open a Ticket to help men
Version #: 3.9 Build: 2112
Version Date: 2019-11-13
- If soft phone not connected, Hide dial button on summary page
- Add Ireland telephone number parser
- Client phone number if start with+, it will trade as international number, otherwise it will trade as local number.
- Allow Task workflow to handle unlimited seelcted contacts
- Fix restore backup failed
- Fix Google calendar meeting request issue
Version #: 3.9 Build: 2073
Version Date: 2019-10-28
- Fix email emedded image issue
- Fix Foward/Reply/Reply All Reply Header timestamp show as utc instead of local time
- Fix project email without a from and To detail cannot process.
- Infoflo Talk intergration to support UK phone numbers.
Version #: 3.9 Build: 2047
Version Date: 2019-10-03
- Fix reply email issue.
- Fix email attachment issue.
Version #: 3.9 Build: 2039
Version Date: 2019-08-16
- Fix index issue after new user added and all contacts shared.
- Fix email to task bug- comments section contains html characters
- Phone extension GUI optimized.
- Click to dial now works from the company summary page panel.
- Contact duplicate warning skip if contact panel display as LastName+FirstName mode.
- Invoice will now display paid status.
Version #: 3.9 Build: 2019
Version Date: 2019-06-21
- Fix Advanced Search button.
- Summary Page default entity # Contacts 10, Companies 10, categories 5, project 5
- Add buy button on main menu. Change store URL.
- Add validation for Invoice payment, payment method must be selected
- Change rename document name edit mode background colour.
- Add CreatedBy, ModifiedBy, CreatedOn and ModifiedOn index/search to Company, Category and Project.
- Add Modified by To Contact Index.
- Add the probability field as a default column in the opportunity list view.
- Add Operation Index to every history table.
- Change embedded database file size growing policy, Limit database log file size growing.
- Fix restore backup with sql server database to different computer not working.
- Index Category Fields in Calendar.
- Update Softphone to allow desktop phone extension registration.
Version #: 3.9 Build: 1978
Version Date: 2019-04-24
- Rename Settings-Preferences- Contact/Company/Project from General->Auto Sharing.
- Change Task Workflow right click menu display to New Task Workflow.
- Add project and company hyperlink on contact, company and project summary page
- Add recent activities to project summary page.
- Fix Shared Calendar meeting tracking status not working properly.
- Fix after client restart the calendar changed occurrence save failed.
- Fix Import Task bug- start time and end time display wrong value after import.
- Fix bug when turn off schedule sync, manually sync not working.
- Fix email reply bug- email display garbled character.
- Send Email with embedded picture not working if there’s space windows user name.
Version #: 3.9 Build: 1967
Version Date: 2019-03-27
- Search result for project StartDate display as 1753-1-1 if no value. Now results will display as empty.
- Associate a probability to an opportunity stage.
- Fix project import issue that auto generates tasks.
- Display probability in opportunity list view.
- Fix Import Help spelling error.
- Support Frence spelling check.
- Fix create second Task workflow. The first task workflow’s assignee will disappear.
Version #: 3.9 Build: 1931
Version Date: 2019-02-26
- New task workflow featured added. Included in the advanced task add-on.
- Fix soft-phone hang up issue
- Fix within company form the set category link not saved.
- Fix Invoice change expired date and after save the expired date go back to created date.
Version #: 3.9 Build: 1916
Version Date: 2019-02-07
- Softphone crashing during launch fixed.
- QB online contact sync error fixed.
- New Letter on main menu ribbon displays template list instead of launching default template.
- Search for the special character “-” in search now supported.
- When creating a new contact from a company the default address added.
Version #: 3.9 Build: 1908
Version Date: 2019-01-30
- Fix Chinese character search not working well.
- Fix knowledge base URL in Getting Started form.
- Fix client update downloader.
- Tax Rate support 4 decimal number now
Version #: 3.9 Build: 1896
Version Date: 2019-01-18
- Add Invoice Signature to invoice.
- Fix calendar, task, opportunity time does not display am/pm in regions that use 24 hours.
- Fix invoice product display. Appears in wrong order when adding products to the Invoice.
Version #: 3.9 Build: 1885
Version Date: 2019-01-07
- Add Find button to duplicate list form
- Do not display records that only have first or last name In duplicate list form.
- Fix Dashboard load time and charts.
- Add bulk email template to Settings-Profile-Accounts-Bulk Email
- Open link using default browser fixed.
- Fix send/reply/forward email with embedded image not working.
Version #: 3.8 Build: 144
Activity Linking (new add-on)
- Link to Notes- emails, tasks, opportunities, invoices
- Link to Tasks- emails, notes, opportunities, invoices
- Link to Opportunities- emails, tasks, notes, invoices
- Link to Invoices- emails, tasks, notes, opportunities
- On/Off option to edit existing notes
- On/Off option to auto append Time Stamp
- On/Off option to auto append Modified By
- On/Off option to new notes in chronological order.
- Custom label notes with “Note Type”
- Share individual notes, tasks, opportunities and invoices.
Enhanced Activity List (notes, tasks, opps, invoices) View:
- Built-in search per list
- Column picker with drag and drop
- Built-in filter
- Quick add product button within invoice
Enhanced Document Drag & Drop:
- Drag and drop functionality into contact, company, category and project entity document depot
- Drag and drop functionality into task and opportunity forms
- Right click on opportunity/sale to create new (notes, task, appointment, estimate/invoice)
- Improved opportunity layout
- Track opportunity pipeline history with user and time stamp.
- Improved document attachments
- Add and remove entity links
- Separate email and popup reminder selection
- Improved task layout
- Improved document attachments
- Add and remove entity links
- Separate email and popup reminder selection
- Date and time fields separated into two fields
- Improved Getting Started page
- Sync Document Depot with all Depot Folders
- Include third email list “Both” (combines known and unknown lists)
- New email and website quick launch button added to summary page
- Field Label append “phone number, email, post address” removed
- Added “Set Contact” to company profile page
- Expanded Manadatory fields for both Contact and Company entities
- Allow grouping for all custom fields created