Version #: 3.9  Build: 3802

Version Date: 2024-03-19

Updates/Fixes:

• Add Microsoft365 API Sync with contact, calendar and email.
• Add Google API sync with email.
• Add memo section to Invoice.
• Add Invoice memo sync with Quickbooks.
• Add none inventory product sync to Quickbooks deskop sync.
• Improve Find Entity performance with note/task/opportunity.
• Upgrade email preview component.
• Add opportunity custom report filter to support by close date.
• Add Calendar Name to the top of the Calendar View.
• Add opportunity index/search to also support phonenumbers.
• Add to document template feature support for street3 and street4
• Add to contact custom report to show invoice balance.
• Update Invoice template.
• Add email field to “Configure InfoFlo Server” users list.
• Add InfoFlo Print Intergration.
• Fix client start failed in windows 7 and windows server 2008.
• Fix enable/disable user failed when user has related email account.
• Fix the issue of double clicking to assign user to task/opportunity.
• Fix document template custom fields does not work when custom field name has a space.
• Fix Add/Edit account- When clicking cancel may show error dialog.
• Fix after run sync in document, upload document will failed.
• Fix new email templates- default template does not select by default.
• Fix Outlook contact error-  If there are 2 duplicate postaddress it causes an error and the contact does not update to infoflo.
• Fix Mobile sync err for opportunity closed date time, follow up date time and opportunity custom fields.
• Fix editor for note/email/calendar default font does not save.
• Fix always on top feature to remain enabled for contact, company, project and category edit form.
• Fix sharing entity error when sharing with a disabled user.

Version #: 3.9  Build: 3218

Version Date: 2022-05-09

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• Fix workflow task to support custom fields

Version #: 3.9  Build: 2186

Version Date: 2020-05-07

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• Fix reply email issue.
• Fix email attachment issue.

Version #: 3.9  Build: 2039

Version Date: 2019-08-16

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• 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

Updates/Fixes:

• 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

What’s New

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

Notes Update:

• 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”

Activity Sharing:

• 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

Invoice Updates:

• 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

Opportunity/Sale Updates:

• 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

Task Updates:

• 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

General Updates:

• 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