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.
Wow, time really has been flying since our last update in May. Here’s what’s new.
Jetpack CRM core
Since May, the biggest change is rebranding the plugin to become Jetpack CRM. This went live on July 20th and since then we’ve been back into the hot seat working through all the fixes and improvements that you’ve been waiting for – here’s what we’ve added since May (read on for all the detail).
Even though it might not seem it on the face of things, we’ve fixed a significant number of annoying bugs.
Jetpack CRM Changelog:
This is the full change log since May, grouped into what’s new, what’s been improved and what we’ve made 4 additions, 21 improvements and fixed up 30 annoying little 🐛s.
🎁 What’s new 🎁
- Mail activity log type
- Ability to hide prefix field
- Jetpack Form data now added to your CRM
- Gender-neutral contact prefix
😊 What we’ve improved 😊
- Settings navigation styling
- More robust paid extension handling
- Tweaked list view columns
- Dashboard Revenue Chart now shows 12 months
- Made some links open in parent tab rather than new tab
- Store the name from a Jetpack contact form submission
- The Jetpack Forms extension will now be enabled by default
- French translation tweaks
- Client Portal CSS
- Special character handling in task titles
- Custom field placeholder prompts
- Contact status styling tweaks. on dashboard
- Tweaked appearance of quotes and invoices on contact profiles
- Address translations and tweaks
- Role display on team page
- Invoice display tweaks
- Removed Select2 dependency
- Brought more strings properly into internationalisation functions.
- Ahead of a potential XSS vulnerability, and for simplicity, we’ve removed Select2 js from the CRM
- Added better catching to the custom field DAL check for multiple lines
- Security surrounding storage of SMTP credentials
🐛 What we’ve fixed 🐛
- Dashboard Revenue Chart was missing some transactions
- Customer pre-fill now pre-fills properly.
- Date paid and date completed now always filled
- Bulk selection not working in WP5.5+
- WP5.5+ jQuery function support
- Some learn buttons were appearing behind some other elements
- Custom dates like Birthday were not allowing pre 1970 date entries
- Logo hover icon for fullscreen made visible
- Author update to be Automattic
- Task status labels now format the colour of the label
- AJAX.php file was being detected as a virus by some AV scanners
- Removed unnecessary notification after plugin installation
- The Jetpack Forms extension name
- Edit profile avatar sometimes not aligning correcetly
- Transaction creation prefill now works
- View button on transaction (after assigning a contact) now takes you to view, not edit
- Clicking a sent email was not loading email correctly
- API docs link was incorrect
- Form widget now works as expected
- Restored user filter for tasks
- Custom field doesn’t show up the dates previous to 1970
- Date Paid field is now in correct format in transactions list view.
- Fix for a migration bug where date custom fields were not yet translated to v3 data types
- A problem that meant no message was shown when a contact is added with a duplicate email address
- Bug preventing forms from loading
- Company details now show on invoices
- multi-select custom fields in invoices now work
- An issue with the display of IDs for invoices and quotes
- An issue that made contacts having default status of ‘Customer’, ignoring the setting
- Migration bug for very few users when using advanced segments and woosync
Jetpack CRM extensions
The main CRM extension to talk about has been our WooCommerce integration which we’ve improved the CRM contact card which is shown against any WooCommerce order (which jumps you directly to the CRM record)
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