Jetpack CRM: Product Update #28 – April 2020

Posted on May 04, 2020 by Woody Hayday

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.

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Jetpack CRM: Product Update #27 – March 2020

Posted on April 02, 2020 by Woody Hayday

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.

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Jetpack CRM: Product Update #26 – Feb 2020

Posted on March 02, 2020 by Woody Hayday

This year we’re determined to bring back our monthly CRM Product Update posts. After the busyness of the past year, we’re finally settling back into a reliable development cycle, which will mean we can contribute a lot to the CRM you’re using to run your business.

Right now we’re hammering on with v3.0 refinements & bug fixes, and we’re also making a start on the release version of Mail Campaigns v2.

V3.0 was a huge release for us, and while there have been a handful of snags (which we’re working on resolving, or have resolved), we’re happy to say that it was a fairly successful transition, and should pave the way for a much more solid CRM in future.

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Jetpack CRM: Product Update #25 – Jan 2020

Posted on January 31, 2020 by Mike Stott

Wow, our last Product Update was in April 2019. The hiatus has been linked to a couple of things

  1. We were acquired by Automattic – so things fell a little quiet since then and
  2. We were building v3.0 of Jetpack CRM which primarily was a lot of behind the scenes improvements

With both of these out of the way – we are happy to get back to our regular product updates as we add new features and keep stepping on those pesky bugs.

This update covers what happened CRM wise in January 2020.

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Jetpack CRM & SCA

Posted on November 14, 2019 by Mike Stott

European Payments are changing meaning at some point in the near future*, when accepting card payments online – your implementation may need additional authentication that the person making the payment is who they say they are. This is called strong customer authentication (or SCA)

Jetpack CRM: Invoicing Pro uses Stripe to accept card payments, and as such now uses Stripe’s SCA ready checkout.

Stripe Checkout

Stripe Checkout is a page hosted by Stripe which handles all of the additional checks you may need to do before taking payments.

*the implementation date of SCA depends on the country your bank is in, for example in the UK, this was delayed until March 2021. https://gocardless.com/blog/fca-confirms-sca-delay-uk/

What has changed in Jetpack CRM

In Invoicing Pro, from version 2.6 you’ll now see a new Payments tab, this has an additional setting for Stripe Webhook Signing Secret (here’s how you set that up).

Be sure to also double check your stripe secret key and your stripe public key which you get from your Stripe developer settings.

Once you’re set up, now when you create an invoice, with line items, and have Stripe as the payment option, the flow is as follows.

Create your invoice the usual way

Clicking Pay Now brings you to Stripe checkout

This is automatically generated to match the invoice items (they’re even on the breakdown) and you have various options to pay (Stripe allow card, and Google Pay).

Following successful payment, the customer is brought back to your website and it’s confirmed that payment has taken place.

Webhooks do the rest

The Stripe webhook in your Stripe account does the rest, as long as you’ve added your webhook signing secret as per the guide (and have added the webhook endpoint as per the guide). You’re good to go.


Jetpack CRM – v3.0 release schedule

Posted on November 11, 2019 by Mike Stott

It’s been a long time coming, but we’re now able to share our release schedule for v3.0 of Jetpack CRM:

  • Friday 15th November: Release Candidate 1 (RC1)
  • Friday 29th November: Release Candidate 2 (RC2)
  • Friday 6th December: Formal v3.0 Release

We’ll be opening up the release candidate versions for our bundle holders first, who’ll be able to get it from the ‘Beta’ page on the Jetpack CRM portal. If you’ve not purchased a bundle (or your license has expired) you can grab a new license here.

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Jetpack CRM: Product Update #24 – April 2019

Posted on April 30, 2019 by Mike Stott

Welcome to the Jetpack CRM Product Update for April 2019. This is the 24th monthly update. That’s right, we’ve hit the 2 year mark where we’ve been regularly providing you with updates about the CRM development.

If you’ve not yet joined Jetpack CRM’s growing army of Entrepreneurs, and want to gain access to all our CRM extensions, you can purchase a bundle here (hurry, while still at v2 pricing).

Zero BS Core

We’re now finalising our release candidates for version 3.0 of Jetpack CRM. We’ve made big strides over April and have done a lot of pre-launch preparations in the extensions. This means, you may have even started noticing some additions to extensions already, which have been the result of the preparations and refinement across the board of extensions.

In the core updates in April, we’ve now reached version 2.99.2 which gets us ever closer to v3.0 of Jetpack CRM.

Zero BS Data Tools

We’ve added the ability for Site Administrators to reset the CRM and remove the data from the tables. This is useful if you’ve been testing the CRM and want to start fresh.

Core Fixes

We’ve also fixed a lot of issues this month related to refinements and code refactoring. We’ve fixed some bugs in segments, as well as made them find contacts when the criteria included special characters (such as accents).

We’ve also fixed a display issue where if a user pasted in an activity log containing the character “<” it would cause issues in display and operation.

Finally, we fixed some issues with Task Notification emails, meaning that emails were not going out reliably, and did not include enough information about the upcoming task.

Extensions

We’ve made some big feature improvements to the extensions over April, with a particular focus on WooSync, which is our popular integration with WooCommerce.

Woo Sync

When running WooCommerce, your customers have an “Account” area, and with Jetpack CRM they also have the Client Portal.

We’ve now made it optional

Invoices in WooCommerce

We’ve also refined the Invoice flow when orders are created in WooCommerce which result in an “Unpaid” invoice status. Previously Jetpack CRM would think these invoices should be paid via Jetpack, however since they’re WooCommerce orders, they should be checked out via the Store.

We’ve made it so that if an invoice is created from a WooCommerce order, but still needs to be paid, then it’ll show a “Pay Now” button on the invoice, taking you to the WooCommerce order page to pay.

WooCommerce Deposits

We’ve also added support for WooCommerce Deposits, which lets you create orders set up with deposit structures and these will be added into Jetpack CRM with the respective value and order status.

ZERO BS CRM SPONSORS 

Not forgetting our backers 

A special thanks to our current backers below, if you want to help fund Jetpack CRM through a sponsorship, you can do so here.

  • Epic Plugins
  • Ace Media
  • Stormgate
  • Pressertech
  • Web Monkey Limited

Our backers are businesses and people who use Jetpack CRM every day and want to give a little bit extra. Get your name listed above by becoming a backer today.

WHAT IS NEXT?

Our database model is continuing to be refined ahead of v3.0. We’ll also be planning our next stage of Jetpack CRM (i.e. what comes “shortly after” v3.0), including

  • UI / UX structuring to support the new data models (menu, metaboxes, cross CRM wide consistency)
  • Recurring Invoices – how to handle these in Jetpack CRM.
  • Translation support for all extensions ongoing via https://translate.zerobscrm.com

That’s all for this months update, some big strides towards v3.0 this month, if you’re not yet part of our merry band, here’s the link to the extension bundles.