We’re thrilled to announce the release of Jetpack CRM 6.4.2, an update dedicated to refining your CRM experience. With a focus on enhancing dashboard functionality, boosting segment performance, and integrating more seamlessly with WooCommerce, version 6.4.2 is all about making your CRM work smarter and smoother.

What’s New in 6.4.2:

Dashboard Enhancements: The sales funnel on the dashboard now directly links to the contact list view, making navigation more intuitive. Plus, a noticeable red bubble notification appears in My Jetpack for any installation issues, guiding you towards a quick resolution.

Improved Segments and WooSync: We’ve significantly increased the performance of segments for faster data processing. For those using WooCommerce, there’s now an option to have invoices generated by WooCommerce use the Jetpack CRM invoice reference system, ensuring consistency across your billing documents.

Invoices & PDF Generation: Long invoice lists are now fully displayed, and the PDF generation for statements has been enhanced for clarity and professionalism.

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Added

• WooSync: Added a setting to enable invoices generated by WooCommerce to use the Jetpack CRM invoice reference system.
• Dashboard: Sales Funnel now links to contact list view.
• Dashboard: Display red bubble notification in My Jetpack when installation is bad.

Changed

• Dashboard: Only show installation errors on plugins page.
• Segments: Increased performance.

Fixed

• Data Tools: Cleanup of page logic.
• Invoices: Display full statements with long invoice lists.
• Invoices: Enhanced the PDF generation for statements.
• Listviews: Status filters are now case-sensitive.
• PDF: Improved font reinstallation.
• Permissions: Allow users assigned to contacts to view linked objects even if assign ownership is unchecked.
• Users: Make sure assigned users are not removed from contacts upon edit.

We are pleased to release Jetpack CRM 6.4, an update that brings essential improvements and refinements to our system. This version focuses on enhancing functionality and user experience.

This update includes support for SQLite, expanding our database compatibility, and a new setting for more accurate Total Value calculations. These enhancements aim to provide simpler, more efficient solutions for managing customer data.

Jetpack CRM 6.4 also addresses various system stability and security issues. Our team has worked on specific fixes that improve the CRM’s reliability, ensuring a smoother, more secure user experience.

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Added

• Database: Added preliminary support for SQLite.
• Settings: Added setting to fine tune the Total Value field calculation for contacts and companies.

Fixed

• Backend: Add fallback for dev site detection.
• Contacts: Updated default statuses.
• Custom fields: More robust fallbacks for slug creation.
• Dashboard: Adjust queries for SQLite compatibility.
• REST API: Allow calls when not using pretty permalinks.
• Database: Ensure logs table is initiated with all columns.
• Fixed: Escape output in typeaheads.
• Invoices: Fixed total amount in preview and pdf when refunds or credit notes are applied.
• Jetpack Forms: Detect and process custom date fields correctly.
• Custom fields: Gracefully handle invalid date field data.
• Listview: Better output escaping in listviews.
• System Assistant: Fix broken links on some tasks.
• Migrations: Fix issue where task_offset_fix migration would not mark as complete on some timezones.
• Templates: Ensure file paths are valid before trying to load.
• Transactions: Better support for SQLite.

This release fixes the ability to delete segments on the “segment edit page”, as well as a silent fatal error that occurred at the same time if the site didn’t have the API module enabled.
The issue was introduced in our latest release Jetpack CRM 6.3.1 (December 14th, 2023).

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We’re excited to announce the release of Jetpack CRM 6.3.1, which includes several important updates and fixes. Our team has been working diligently to enhance the CRM’s functionality and ensure a more secure and streamlined experience for all our users.

We’ve made significant improvements to placeholders. We’ve fixed issues with quote placeholders across the quote template, client portal, PDFs, and emails, ensuring they display information correctly. Additionally, we’ve standardized the rendering of dates and financial details in these placeholders, ensuring consistency in how dates, values, and currencies are displayed in your quotes.

We’ve also implemented stricter permission checks for bulk actions, a significant step in enhancing the security and integrity of data management within our system. This enhancement not only reinforces the security of our CRM but also instills greater confidence among our users in the reliability and safety of their data handling processes.

As always, your feedback is invaluable to us. If you encounter any issues or have suggestions for future updates, please don’t hesitate to reach out.

Thank you for choosing Jetpack CRM!

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Added

• WooSync: New jpcrm_woo_sync_order_data hook.

Fixed

• Bulk actions: Stricter permissions checks.
• OAuth Connection: Updated typo to remove plural connection”s”, and removed doc reference for whitelabel builds.
• Placeholders: Fixing quote placeholders on the quote template, client portal, pdf and emails.
• Quotes: Consistent rendering of dates in placeholders.
• Quotes: Consistent rendering of values and currency in placeholders.

The past few weeks we’ve been working on modernizing our codebase to ensure things run efficiently in the backend. Of course, we squashed a few bugs as well — including one reported and fixed by one of you!

We identified an edge case where the password hash of a WordPress user might be visible to a privileged user. If you’ve assigned tasks to team members and provided API credentials to a less trusted third party, we recommend implementing a password reset for your entire team as a security measure.

Of note, we’ve also bumped the minimum requirements to WordPress 6.0 (released 18 months ago) and PHP 7.4 (released 4 years ago). If you’re not at least on those versions, we recommend working with your host to upgrade. In fact, for security and speed, we highly recommend sticking with the latest version of WordPress (v6.4 as of now) and at least PHP 8.

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Added

• API: Add support for creating transactions with custom fields.

Changed

• Requires PHP 7.4 or higher.
• Requires WordPress 6.0 or higher.

Fixed

• API: Allow events endpoint to be filtered by owner.
• API: The create_event endpoint no longer throws a 100 error.
• API: Restrict what owner data is returned with events endpoint.
• Backend: Prevent error if OpenSSL functions aren’t available in PHP.
• Backend: Changing how styles are added to the page on several stand-alone pages to prevent WordPress 6.4 compatibility issues.
• Client Portal: Better PHP 8.2 support.
• Contacts: Fixed display issues on the Add and Edit pages that occurred when moving fields.
• Listviews: Remove legacy code.
• Mail Delivery: Removed usage of deprecated function utf8_encode.
• Quote Templates: Fix issue with notes field rendering HTML entities in some cases.
• Quote Templates: Make sure quote titles with apostrophes do not have backslashes added when rendered.
• WooSync: Catch PHP error in Client Portal invoice if WooCommerce is disabled.
• WooSync: Contacts can now be assigned to existing companies.