FREE 30 DAY TRIAL

Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

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

 US:  +1 (646) 465-7676   Toll Free:  +1 (855) 463-6356

Addons Page Header

InfoFlo Release Notes

#1 CRM for Outlook

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