Version 3.0 – 6 August 2025
– Added – Import task and leads checklist items for Excel, CSV and text files
– Added – Add comments to task and lead checklist items
– Added – Dashboard – Select custom year for income vs expenses chart
– Added – Project Checklists
– Added – Add logs to leads
– Added – Bulk archine leads
– Added – Project Task billing option on invoices
– Added – Server information and disc clean up
– Added – Starred content – Quickly access resources
– Added – Admin can view any team members full activity history (timeline)
– Added – Fixed various reported bugs
– Fixed – User not seeing some leads that they create
– Fixed – Unable to add existing products to an invoice
– Fixed – Clients project tab not loading the correct projects
– Fixed – Invoice address layout
– Fixed – Invoices special language characters support
– Fixed – Leads for builder rendering issues
Version 2.9 – 14 April 2025
Added Added sorting (drag & drop) to task and lead checklists
Added - Manually email invoice overdue reminders
Added - Impersonate a client (login as a client)
Added - Admin can record staff timesheets
Added - Projects bulk actions (stop timers, change status, archive and restore)
Added - Invoices bulk email to clients
Added - Estimates bulk actions (email to clients, change status, convert to invoices)
Added - Print table lists (projects, invoices, estimates, payments, products, timesheets)
Added - Customizable duplicates detection, when importing leads clients
Added - Customizable duplicates detection, when importing clients
Added - Clickable dashboard project stats
Added - Show start time on timesheets
Fixed - Calendar list view color
Fixed - Tasks not showing on project page
Fixed - Unable to create a new user roles