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Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
sales@infoflosolutions.com
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
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 US:  +1 (646) 465-7676   Toll Free:  +1 (855) 463-6356

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InfoFlo Release Notes

#1 CRM for Outlook

Version #: 3.9  Build: 2215

Version Date: 2019-07-01

Updates/Fixes:

  • Fix workflow task to support custom fields

Version #: 3.9  Build: 2186

Version Date: 2019-05-07

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