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Changelog

A detailed history of updates, new features, improvements, and bug fixes across all versions of our platform.

v1.0.6

January 22, 2026

Email Infrastructure, Dashboard & Security Enhancements

FeatureEnable document branding for invoices across B2C and B2B tenants
FeatureAutomatically create email folders when new email accounts are added
FeatureConfigure SendGrid to support multiple tenants as email senders
FeatureAdd role management section at tenant level for improved security control
ImprovementStandardize sending and receiving emails using configured SMTP/IMAP accounts
ImprovementEnsure Graph API and MailKit email accounts are consistently used for sending emails
ImprovementImprove Daily View with fixes and enhanced follow-up filters
FixFix Lead and Deal grid navigation issues on User Dashboard
FixFix navigation issue when creating tasks from My Activities grid
FixResolve issues in User Activities Dashboard
FixFix shared database login and setup issues for production beta environment

v1.0.5

January 15, 2026

Tenant Onboarding & Subscription Management Enhancements

FeatureSupport B2C and B2B tenant onboarding with manual seeding during setup
FeatureDynamically pull tenant applications, subscriptions, and roles
ImprovementImprove tenant onboarding workflow for better consistency across environments
FixFix side menu seeding issue during B2C tenant onboarding

v1.0.4

January 06, 2026

Productivity, Search & Workflow Enhancements

FeatureDisplay username in activity section
FeatureAdd Assigned To field in Task module
FeaturePrevent modification of paid invoices
FeatureAdd audit columns to Company and My Email Templates
ImprovementDefault grid sorting based on latest activity, modification, or outreach performed
ImprovementLead Generation UI improvements based on user feedback
ImprovementEnhance full-text search to consider all relevant columns
ImprovementStepper navigation enhancements across all modules
ImprovementImport workflow enhancements with improved error handling
FixFix Convert to Deal not working issue
FixFix incorrect attachment count across records
FixFix miscellaneous invoice-related issues

v1.0.3

December 27, 2025

Activity Tracking & Reporting Enhancements

FeatureIn-app notifications for follow-up reminders
FeatureDirty confirm dialog support for unsaved changes
ImprovementRevisited account and contact reporting experience
ImprovementEnhanced activity tracking with expandable groups and full content view
FixFixed job history column length truncation error while processing notifications

v1.0.2

December 16, 2025

Initial Release

FeatureCore CRM (Leads, Deals, Contacts, Accounts)
FeatureERP Essentials (Quotes, Invoices, Products, Purchase Orders)
FeatureRole-based access control
FeatureAzure-hosted, Dockerized microservices