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
casefield: - Cases are excluded from deal creation by @Tosinibikunle
- Cases processing logic: including closure and reactivation actions
- Added the
-
Added the fields
region("Region/State") anddistrict("District/County"):- to the models Company, Contact and Lead by @Tosinibikunle in #262
- to the
CompanyAdminby @summer1220 in #265 - to the
LeadAdminby @Faria-Shahid in #276 - to the
ContactAdminby @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
duplicateandcasefields (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 thepython manage.py setupdatacommand (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.