0.17.0

Added

• Number formatting on quotes, orders & invoice items
• Add products to xero when adding to crm
• Add reference to xero invoice
• Row delete on quote, order & invoice items
• Added received by on deliveries
• Added delivery contact to delivery pdf
• Added pdf attachment to send quotes email
• Added pdf attachment to send invoices email
• Indicate if a contact is in xero
• Indicate required fields
• Customer on orders
• Added expected and actual delivery dates
• Added customer to leads, deals, quotes & orders
• Create leads, deals, quotes & orders from customers, organisations & people

Changed

• Load select2 options from data array
• Quote, Orders & Invoice PDF formatting
• Improved title generation on leads & orders
• Client now called customer
• Invoice number not required when using xero integration

Fixed

• Fixed quote to order error
• Fixed error on pdf when contact person not set
• Fixed organisation name on invoice pdf
• Fixed support for db seeder when using teams
• Fixed bug showing delivery when order is deleted
• Fixed bug on lead form fields

0.16.0

Added

• Menu icons
• User model relations trait
• Client model
• Invoice generation in xero integration
• Billing & shipping addresses on orders
• Shipping address on Deliveries

Changed

• No text wrapping on responsive tables
• Quote items now using Select2
• Order items now using Select2
• Invoice lines now using Select2
• Improved layout for quote items, order items & invoice lines

Fixed

• Typo in delivery products migration
• Bug when retrieving related contacts by type
• Bug with decimal missing from product pricing in xero integration
• Layout issues fixed on smaller screens

0.15.0

Added

• Usage request logging
• Custom fields and field groups
• Disable UI setting
• Deliveries
• Quote, Order, Invoice & Delivery PDF downloads
• Default Quote & Invoice Terms setting

Changed

• Use mail template for outgoing emails

Fixed

• Validate signed urls for quotes and invoices
• Only run xero schedule commands with integration enabled
• Fixed multi-tenant xero connection
• Increase url fields size on usage requests table

0.14.1

Added

• Laravel Breeze profile section support

Changed

• Completed the CLI installer

0.14.0

Added

• Invoicing

0.13.0

Added

• Orders
• Calls, meetings and lunches
• Logo and favicon

Changed

• Merged notes and tasks into activities

Fixed

• Button background colors
• Zero tasks, notes and orders

0.12.2

Added

• Lead source observer
• Invoices permissions
• Retain filters when searching
• Return to search results

Changed

• Only run xero scheduled tasks when relevant setting is true
• Moved model filters to a modal for better UX
• Set multi-select max height

Fixed

• Xero middleware check if auth user before setting tenant id
• Sorting working with encrypted table fields
• Default owner user filter
• Support for browser back button with search

0.12.1

Added

• Aggregated notes
• Support for xero integration multi-tenancy

Changed

• Quote items in a table
• Disable autofill on noted_at field

Fixed

• Xero integration when using teams
• Deleting of activity when notes, tasks or files deleted

0.12.0

Added

• Quote builder
• Send quotes
• Accept/Reject quotes
• Tasks
• Files upload
• Xero integration
• Noted at field on notes
• Pin notes
• Toast notifications
• Timezone setting
• Logo setting

Fixed

• Support for country domains when using sudomain
• Issue with spatie permissions when conflicting tables exist
• Various minor bugs and typos

0.11.0

Added

• Laravel 9 support
• Default settings in config
• Better subdomain support so not to conflict with other routes
• Noted at datetime on notes

Changed

• Replaced countries package for Laravel 9 support

Fixed

• Laravel 6 support
• PHP 7 support
• Team settings
• Bug when not using teams support causing issue with permissions and seeder