Fixed issue on pop-ups in list with US numbers, showing as Canada numbers
1.2.5
Fixed issue on pop-ups in client profile showing twice
1.2.4
Fixed display issue of hovering phone number in client profile
WhatsApp message editing experience improved with multiline view and more
Improved Hovering phone number on contact list now shows country and flag the phone number is from
1.2.3
Fixed display of contact list on several resolutions
WhatsApp message editing experience improved with multiline view and more
Hovering phone number on contact list now shows country and flag the phone number is from
1.2.2
Predefined whatsapp messages now have extra button on hover to copy link to paste in other browser, in addition to direct opening of whatsapp app or QR code scan.
Tasks in client profile now show start and end date
Tasks in client profile now show warning symbol if task is overdue
Quotes and Invoices now save as pdf including the client name
Totals of Quotes and Invoices now don’t break over pages anymore in the pdf
BugFix Duplicating an Invoice now doesn’t also create a Quote
Speed of loading contacts improved
Adding client now uses WordPress time and time zone instead of UTC
1.2.1
QR codes in predefined whatsapp messages don’t shift layout in pop-up in client profile on hover
Avatar shows now in higher quality on hover in client profile
Completed tasks in client profile now visually greyed out a bit for easier visual guidance
Recently used tags are now saved locally in browser story for easy future use
Option to show accounting regions in contact form to add leads per region automatically
PDF invoice generation now doesn’t break item lines over several pages
1.2.0
Fixed bugs in invoice pdf generation
1.1.9
QR code loading improved for faster load times on lead list
If Projects extension is installed, the client profile now contains a button to scroll directly to the project section
Adding new task now shows own username first in drop-down
Insert date on tasks now adds line-break before
Invoices can now be duplicated
saving times of invoices/ quotes and tasks adjusted to WordPress time including timezone
Invoice design modernized
Creating invoices now contains buttons to add predefined strings for 50% payments to be added to line item
1.1.8
Includes QR code generation in several places
List of clients – Hovering the whatsapp symbol with your mouse cursor now shows a QR code to scan with your mobile device for easier whatsapp connections
Profile view – Clicking the whatsapp symbol and it will show the pop-up of predefined messages that can be sent through whatsapp. On hover, each of those messages now shows a QR code including the same very message to send.
1.1.7
List of clients – loading time improved.
Last 10 added logs are now saved locally to be reused and shown in drop down when entering new log
Checkbox when adding tags on client profile now inside tag bubble for easier visual confirmation of selected tags
Logs added by system now don’t count towards indicator on leads, not turning the indicator dot green
Search bar next to sorting buttons added on client profile for easier filtering of tags while adding them
When deleting a client profile, the success deletion message now disappears automatically
line-break added when hovering a quote or invoice in client profile for easier readibility
gravatars are being loaded if email of client is registered
1.1.6
Note section of client profiles can now contain clickable links improved
Client status can now be changed without going into the edit client menu through drop-down – added confirmation
Design of client profile header section improved, escape characters properly escaped now on some systems, empty fields not shown if no data filled. Email address can be clicked to send one.
1.1.5
Note section of client profiles can now contain clickable links
Client status can now be changed without going into the edit client menu through drop-down
Design of client profile header section improved, escape characters properly escaped now on some systems, empty fields not shown if no data filled. Email address can be clicked to send one.
User with access to several accounting regions now shows all clients of all regions with access to on client list.
Mobile view on client list improved
1.1.4
Saving of Tasks logic improved
Selection windows of whatsapp message in client profile now scrolling if it contains longer messages
When editing a log it now automatically redirects you back to the client profile
1.1.3
Fixed Tag sorting buttons in Client profile
Task start time will now be 8am instead of midnight
Reminder emails now include clickable client name to reach the client profile immediately
ICS file generation on tasks has been improved
1.1.2
Tasks now can contain collaborators (shows in client profile and task menu)
Task end date automatically set to one hour after start date (This allows to set only the start date without touching the end date)
Task Editor now has insert date button to add to description (handy for task updates)
Tags in Client profile now sorted by color on get-go, sorting buttons functionality improved on several browsers
Task Due Reminder emails contain client name in subject line now
Open Tasks in the past receive now overdue reminders
Dashboard widget for tasks adapted to incorportate collaborators
1.1.1
compatible with WordPress 6.8
Task confirmation emails include ICS file to add to local calendar
Task confirmation/edit emails include more details
Task creation/edit logic improved
Add task takes todays date as start and end for easy access
1.0.29
tags can now be filtered with inclusion and exclusion per entry
reset filters button added
1.0.28
tags in filter can now be sorted by alphabet or colour (fixed for chrome browser)
tags in client list and client profile now grouped by colour
tooltip of invoice not everlapped by collapsed wordpress menu anymore
initial sorting by date fixed in client list including the time stamp
1.0.27
tags in filter can now be sorted by alphabet or colour
date added in main client list now only shows the date, the time still shows when hovering over the date
tags column has been made wider
1.0.26
presets for whatsapp messages
tasks can be completed from client profile without going to the details of the task
links recognition in logs improved
several phone numbers can be added divided by comma
top menu bar added
multiple tags can now be added, instead of adding them one by one
tested with wordpress 6.7.2
1.0.25
button to open contact in whatsapp added on client list and client profile with edit option
tested with wordpress 6.2
1.0.24
fixed issue on saving date when marking invoice as paid
hovering over invoice/quote name in client profile shows now line items of invoice/quote
hovering over invoice/quote name in invoice list of main menu shows now line items of invoice/quote
1.0.23
bug-fixes
links in logs are now clickable
client email(s) are now shown on quotes and invoices
invoices can be marked as paid now directly from the client profile, without the need to go into the edit menu of the invoice. Option only shown when invoice is in status quote or invoice.
1.0.22
tasks can now be marked as complete from the dashboard widget by clicking the green checkmark
invoices can be marked as paid now directly from the client profile, without the need to go into the edit menu of the invoice
1.0.21
invoice and quotations list now shows properly the region on top
invoice and quotations list now includes buttons to filter by accounting region if the user has “general” set in the profile or is an admin
1.0.20
open task widget adjusts now better
symbol has been added next to name in client list to open the client profile in a new table
if no tags have been created in the menu, it now shows a link to help create some in the client profile
improved mobile style on client profile
1.0.19
tested wordpress 6.4.3
accounting regions can now be edited by the admin through the menu
a tag system has been implemented
tags can be created through the stand-alone menu called “Tags” and applied to every client profile
client list can be filtered by tags now
open tasks dashboard widget now shows in two columns and can be filtered by due, started and all open tasks
1.0.18
tested wordpress 6.4.3
new design of open tasks widget on admin dashboard
on task creating setting the start date now sets the end date at the same minimum
task now adds to description who it was created by
clientlist can now be exported for users with general access
1.0.17
tested wordpress 6.4.3
show more buttons in client profile now wider and with animation to not miss it
my open tasks widget on the dashboard now showing start/end date and client name on button
open task widget now shows tasks from oldest to newest
1.0.16
tested wordpress 6.4.2
Buttons added to filter by accounting region / country on clientlist if several are present for the users with general access
1.0.15
tested wordpress 6.4.2
mobile usability improved on taks and profile pages
recent tasks now loads up to 3000 entries
clientlist can now be sorted by action
you can show now all entries in the client list
1.0.14
tested wordpress 6.4.2
mobile usability improved on all pages
show more button in client profile made bigger and centered on overflowing content
1.0.13
tested wordpress 6.4.2
fixed error in action indication on client list
error fix in user access of clients
accounting region for clients has been improved. Regions currently have to be edited manually in table wp_eacraccountingregion (In every user that is an editor or shop-manager you can choose as admin by checkmark which regions to allow. Also always choose general in your own user first). ID 1 with regionname General should not be deleted.
1.0.12
tested wordpress 6.4.2
automatic redirect on editing client
slashes properly escaped on client update and submit button now disable after adding / editing a client
after adding a log you’re being redirected now back to the client profile / clicking on submit now disables the button avoiding double submission / no slashes are added to special characters on logs anymore
on client profile with more than eight entries in any section a “show more” button was implemented to not clutter up the first view of a client profile
taks now save without added slashes and task submit button deactivates so no double submission is possible
clients can now be filtered by status through a button above the list
total of contacts is shown on the top right
recent tasks are only 1000 now
tasks are now searchable and sortable through datatables
tasks can now be filtered by status through a button above the list
slashes now properly escaped on quote/invoice items
invoices can’t be created anymore without items
after saving a quote or invoice you’re now redirected to its view to download it directly
accounting region for clients has been added. Regions currently have to be edited manually in table wp_eacraccountingregion (In every user that is an editor or shop-manager you can choose as admin by checkmark which regions to allow)
colour indicators have been added on the client list for suggested actions
1.0.11
tested wordpress 6.2
pdf generation for invoices improved
dashboard widget includes formatting of task description now
1.0.10
improved cron job performance
tasks can now contain multimedia and html formatting, shown as well in overview list
code preparations for extensions
1.0.9
fixed cron jobs
table design improved in lists
captcha added to form
tasks can now contain multimedia and html formatting
1.0.8
fixed php8+ issues
email reminder for due tasks added within 24hours before due time
invoice layout improved
1.0.7
Task notifications via email improved
footer formatting adjusted in quotes and invoices
1.0.6
quotes / invoices are now being converted to pdf and downloaded
header and footer formatting fixed
decimals in quote / invoice view fixed
dashboard widget now available to all roles
1.0.5
Added access to plugin for all roles with “edit_others_posts” capability
1.0.4
Dashboard widget for open tasks added
Total calculation of quotes and invoices now always has 2 decimals
Task list improvement – If task belongs to a client, the task title is now clickable to get to client profile
client source field problem solved on editing client, when value wasn’t saved
