1.6.1

Fixed

• Fixed dependency conflict - rolled back maxminddb to version 2.8.2.

Improve

• Eliminate duplicate requests and cases from analytical reports

Full Changelog: v1.6.0...v1.6.1

v1.6.0

Added

• Added SQLite3 option, which makes it easier to run and try out CRM locally, without installing a database by @alanmehio.
  Important! SQLite3 is not suitable for regular CRM operation.

• An automatic redirect (AdminRedirectMiddleware) has been implemented from the administrators' website
  to the CRM website for users who do not have superuser status.

• Functionality for working with cases (incidents) has been added to the CRM:

  • Added the case field:
    • to the Request model by @iclectic in #273
    • to the RequestAdmin by @souhil25 in #278
  • Cases are excluded from deal creation by @Tosinibikunle
  • Cases processing logic: including closure and reactivation actions

• Added the fields region ("Region/State") and district ("District/County"):

  • to the models Company, Contact and Lead by @Tosinibikunle in #262
  • to the CompanyAdmin by @summer1220 in #265
  • to the LeadAdmin by @Faria-Shahid in #276
  • to the ContactAdmin by @ritkaarsingh30 in #281
  • Fields added to lead conversion by @Tosinibikunle

Improve

• Improved the visual representation of the sales funnel in CRM Analytics by @Sohamactive.
• Hide duplicate and case fields (checkboxes) on a change page of Request
  if Deal was created (if obj.deal) by @MULTidll.

Fixed

• Handle the exception django.db.utils.OperationalError: no such table: settings_massmailsettings
  that occurs when running the python manage.py setupdata command (during project installation) by @MULTidll.
• Fixed several conflicts between the roles boss and sales manager in case these roles are assigned to the same user.

Removed

• Removed the unused "+ Add" button for deals on the CRM homepage by @MULTidll.

Full Changelog: v1.5.2...v1.6.0

v1.5.2

Added

• Added icon marking for Requests that do not specify products.
• When saving a Deal with specified Products, adding products to the Request has been added if none are specified in it.
• Added the responsible user to the subject of the task/project closure email notification.
• New translations.

Improve

• Visualization of the Sales Funnel report.
• Improved 'Correspondence' button title.

Removed

• Unused 'View on site' button in change forms of Request, Lead, Shipment.

Full Changelog: v1.5.1...v1.5.2

v1.5.1

Fixed

• Fixed rendering of change list pages for mailings and messages if the HTML code of some messages contains errors.

Improve

• LogEntrytAdmin:
  • improve search functionality
  • add action_time to list_display

Added

• Add error handling to message_preview view

Changed

• Set X_FRAME_OPTIONS to SAMEORIGIN for allow massmail message preview in iframe.

Full Changelog: v1.5.0...v1.5.1

v1.5.0

Added

• Added visualization of mailing messages:
  • on the list page of these messages
  • on mailing list page
• The site for administrators has been expanded to provide access to logs of user actions on CRM objects. In addition to searching and filtering by many parameters, this allows administrators to see the history of all objects, including deleted ones.
• Added the URL of the page "you have unsubscribed successfully" to the context of the preview of messages for the mailing.
• The ability to rewrite the date and time format for a more compact data presentation.
  This can be done in the webcrm/datetime_settings.py file.
• Added functionality to exclude recipients from created mailing.
• New translations.

Fixed

• Added a delay to ensure Django starts before executing massmail and avoid a RuntimeWarning.
• Added distinct() to get_queryset in MemoAdmin to eliminate duplicate results.

Full Changelog: v1.4.0...v1.5.0

v1.4.0

Added

• The ability to create a new commercial request based on an existing one.
• An icon has been added to the memos on the list page, displaying the presence of new messages in
  the memos chat and the ability to immediately go to the selected chat.
• Dynamic tooltip for task sorting toggle.
• The number of Request fields available for modification via the administrators' site has been expanded.
• Validation for mailing status and dynamic user hints.
• Flag for mass mailing only during business hours.
• Search field on the email accounts list page.
• Expand newsletter mailing documentation with detailed usage instructions.

Changed

• To improve the performance of the CRM and reduce peak RAM consumption,
  annotation is now performed not on the entire queryset, but only on the objects of the current changelist page.
• Moved Massmail settings from settings.py to Admin web UI by @Ishubhammohole in #229
  (Update your settings: (ADMIN site) Home > Settings > Massmail Settings).

Full Changelog: v1.3.1...v1.4.0

v1.3.1

Changed

• Removed Skype Support from the CRM software as it is no longer supported by Microsoft.
• Enhanced currency rate backend error handling and update tests accordingly.
• Refactored currency rate backend tests for clarity and efficiency
• Changed the company query counter to not show dashes if the value is missing

Added

• Added a scrollable wrapper for long mailing error notifications by @MULTidll in #217
• Added a dynamic tooltip for deal sorting toggle

Fixed

• Fixed some translations

Full Changelog: v1.3.0...v1.3.1

v1.3.0

Added

• Compatibility with Django 5.2.1 (LTS - long-term support release)
• Matching of a company in the database by the contents of the alternative names field.
• Action menu to remove stop phrases that are no longer used.
• Visual marking of duplicate commercial requests.
• Translations of CRM software into the following languages:
  • Romanian
  • Hebrew
• Warning message “Specify products” if a Request is saved without specifying products.

Improve

• The algorithm for creating mailings has been simplified.
• Setting the reminder time check interval is now available through the admin site instead of using a settings file.
• Improve the test of the current backend for loading currency rates.

Fixed

• Some minor fixes

Full Changelog: v1.2.2...v1.3.0

v1.2.2

Added

Added installation and configuration guide in Spanish

Improved

Improved help text in the Reminder model

Fixed

• Removed duplicate notification texts
• Fixed Portuguese translation
• Fixed Vietnamese translation
• Fixed Turkish translation
• Fixed Nederlands translation
• Fixed Polish translation

Full Changelog: v1.2.1...v1.2.2

v1.2.1

Fixed

• Fixed display of help page in English if it is not available in the current language.
• Fixed translations of CRM software into the following languages:
  • Spanish
  • German
  • French
  • Hindi
  • Chinese

Added

Django-CRM user guide in Spanish

Full Changelog: v1.2.0...v1.2.1