1.0.11 — Leads and Walk-ins, Dashboard 2.0 and role cloning
App 1.0.11
New
- Leads and Walk-ins. New Leads and Walk-ins screens to record enquiries and shop visits. Contacts are looked up by mobile number, and a lead or walk-in can be converted to a party.
- Customer type on estimations. When creating an estimation you can choose the customer type and link it to a lead, walk-in or party, so the enquiry history stays connected to the estimate.
- Dashboard 2.0. The dashboard has new tabs and cards, such as gauges, rankings, due lists, pipelines and heat calendars, now fed by new dashboard data. Existing cards are easier to read.
- Clone a role. Admin Roles and Super Admin Role Admin now have a Clone action. It opens the create page pre-filled from the source role as
<name> Copy. Staff are not copied.
Improved
- Stale rate warning and better tag filtering. Estimations and Sales now warn when the metal rate is out of date, and tag selection is filtered more accurately.
- More weight details on tags. Tag details and the tag list now show additional weight attributes.
Fixed
- Correct figures on dashboard cards. Several dashboard cards that used wrong or misleading queries now show correct numbers.
- Staff login limit is enforced. Creating a staff member or enabling their login is now blocked once the client’s maximum staff login count is reached. A limit of 0 means unlimited.
- Disabled staff cannot be edited. Editing or resetting the password of a disabled staff member is now blocked on admin and super admin screens and on the API. Enable the staff member first.
- Role privileges kept when client modules change. Removing a privilege from a client’s module mapping no longer wipes the privileges already granted to its roles. A removed privilege stays unusable until it is mapped again.