Today we’re happy to announce that from version 4.4.0 – we’re introducing better support for placeholders throughout the CRM.

Each area of the CRM where placeholders are supported is covered in the CRM assistant.

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These product update posts collect everything new and updated in Jetpack CRM each month. This post covers updates up to version 4.0.13 (Feb 2021).

Here’s what we’ve been working on in February. This is the full change log grouped by what CRM features we’ve added, improved or fixed to the core Jetpack CRM WordPress plugin.

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These product update posts collect everything new and updated in Jetpack CRM each month. This post covers updates up to version 4.0.11 (January 2021).

Here’s what we’ve been working on in January:

Jetpack CRM Changelog:

This is the full change log this month grouped by what CRM features we’ve added, improved or fixed to the core Jetpack CRM WordPress plugin.

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These product update posts collect everything new and updated in Jetpack CRM each month. This post covers updates up to version 4.0.10 (December 2020).

We’ll skip the update video for December because we mostly fixed small issues, but watch this space for more video summary updates in 2021!

Here’s what we’ve been working on in December:

Jetpack CRM core

This month we fixed several of the more niggly bugs 🐛 which have been irritating you the most, as well as doing some tidying up and strengthening some security aspects. It’s a light month as we head into prep for the new year, including work on the API v3.0.

Jetpack CRM Changelog:

This is the full change log this month grouped by what CRM features we’ve added, improved or fixed to the core Jetpack CRM WordPress plugin.

 What’s new 

1. New auto-log: Add an activity log to a contact when a Quote is accepted via the client portal.
2. New hook jpcrm_quote_accepted.

 What we’ve improved 

1. Sending Quotes via email now allows for optional attachment of quote as a PDF file, and the attachment of any associated files.
2. Hardened the security around the updating of activity logs.
3. Resolved a false-positive security flag in a security plugin (removed PCLZIP library).
4. Verified WordPress 5.6 support.
5. Hardened output of contact list records on dash.
6. Hardened parsing of CSV files.
7. Custom field types numeric and numeric (decimal) are now reliably sortable via list views.
8. Code tidy: Removed legacy country-check code; removed some javascript console logs and PHP notices.

 What we’ve fixed 

1. Resolved migration issues where Jetpack CRM is installed via wp-cli.
2. List views with ‘Latest Contact’ column now load properly regardless of DB environment.
3. Resolved PHP notice around quotes on contact view.
4. Quote and Task auto-logging now working correctly.
5. Removed duplicate title in the short description logs when creating quotes, invoices, transactions, and tasks
6. Fixed custom fields with auto-numbers, which were previously broken when they had an empty prefix.
7. Resolved a PHP notice for some users when they used the email tracking system.
8. Labels now fully respect locale.

Jetpack CRM extensions

We fixed one bug in extensions this month, notably that the Mail Campaigns settings page had recently become inaccessible in some cases:

• v2.2.1 of Mail Campaigns:
  • Settings inaccessible in CRM 4.0.9 and 4.0.10.

These product update posts collect everything new and updated in Jetpack CRM each month. This post covers updates up to version 4.0.8 (30th November 2020).

We fitted a lot into November, but here’s an update walkthrough video:

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This Product Update covers what’s new in the CRM up to and including the 31st October 2020. Find out what we’ve been working on this month.

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This Product Update covers what’s new in the CRM up to and including the 30th September 2020. Find out what we’ve been working on this month.

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As we settle in to our fortnightly releases find that our development has temporarily slowed. This is because we’re refining our processes to write better updates, and preparing to grow the team so that we can deliver even finer releases, faster, in the future.

Steady and consistent bug fixing and improvements has been at the core of Jetpack CRM since the start of our journey. We continue this and in April fixing 10 bugs, improving 5 areas and adding custom fields to the single Company view.

It’s been a challenging month, maintaining velocity in the face of all of the change, but we’re doing our best here, and we hope you are able to keep your businesses afloat too.

As we settle into this unusual year we hunker down with our goal of consistent updates. In March Jetpack CRM has seen 22 fixes, 15 improvements and 10 additions, as well as decent progress with the Mail Campaigns v2 public release.

Rather than adding any big features this month, the focus has been on refinement & working through the remaining (smaller) v3.0 bugs, alongside work on Mail Campaigns v2.0.