Changelog
v2.7.0
Released December 2nd, 2020
Latest Version
- New Feature: Preview recently sent and received email messages directly from the main CRM dashboard - case #657
- New Feature: Decide whether to disable creating duplicate contacts if the existing email is provided for a new contact by the administrator or via web form - case #653, #654
- New Feature: View email attachments for "Received Messages" obtained by CRM - case #652
- New Feature: Automatically create and import all not yet assigned clients to CRM contacts using the dedicated cron command
- New Feature: You can now set the "Web form" condition rule label to send email reminders when a web form is submitted - case #669
- New Feature: Web form fields can now be specified as merge field variables and used for email templates
- Improvement: "Dashboard Preview for" setting will be now stored in a cookie to not have to change it while switching between WHMCS pages - case #518
- Improvement: Added "Country" and "Label" fields support for exporting/importing CSV files
- Bug Fix: Corrected infrequent issue which resulted in the disappearance of "Default Email" from "Personal Settings"
- Bug Fix: The "Reply-To" field will be now properly registered in the database when CRM gets email messages - case #640
- Bug Fix: Available merge field variables will be now rightly displayed when emails are sent to contacts
- Bug Fix: Fixed handling certain custom characters in contact details after performing the import from clients
- Bug Fix: Solved problems with saving proper time in the date field when creating and editing follow-ups
- Bug Fix: Resolved certain issues with "CONDITION IF DAYS AFTER CONTACT CREATED"
- Bug Fix: Minor language, notifications, and UI adjustments
- Bug Fix: Many other slight corrections
Previous Versions
v2.6.3
Released October 27th, 2020
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- New Feature: WHMCS V8.0 and PHP 7.4 support
- Removed: Support for WHMCS V7.8 and previous
- Removed: Support for PHP 7.0 and previous
- Bug Fix: Adjusted how "Web Forms" handle unexpected response codes - case #670
- Bug Fix: Other minor corrections
v2.6.2
Released June 2nd, 2020
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- Changed: Replaced all PUT/DELETE methods to POST - case #629
- Removed: Support for WHMCS V7.7 and previous
- Bug Fix: Module will now properly work with the "Database Sessions" feature introduced in WHMCS v7.7 - case #628
v2.6.1
Released March 26th, 2020
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- New Feature: WHMCS V7.10 support
- Bug Fix: Resolved issue with empty merge field variables that were sent in email messages when the web forms were used - case #614
- Bug Fix: Fixed problem with displaying logo in email messages, when the logo URL provided in WHMCS general settings started from "//" - case #615
v2.6.0
Released January 29th, 2020
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- New Feature: WHMCS V7.9 support
- New Feature: Integration with built-in WHMCS notifications system which can be used to receive notifications in your Slack channels - case #488
- New Feature: Create contact lead directly from the client's profile view
- New Feature: Specify the number of "days after" contact was created for automation "Add Follow-up" condition rule - case #292, #515
- New Feature: "Labels" selection in web form creation tool - case #505
- Improvement: Changing mass message type from email to SMS will now also strip all left unnecessary HTML tags from the main content
- Improvement: Added "Delete" action button to manually remove imported emails from "Received Messages" section - case #497
- Improvement: Improved custom fields mapping when creating a contact - case #514, #522
- Removed: Support for WHMCS V7.6 and previous
- Bug Fix: Fixed problem with updating Google Calendar API token if the API details have been changed - case #510
- Bug Fix: Disabled accounts will no longer be displayed to selection when assigning administrator to contact using mass actions - case #509
- Bug Fix: Assorted corrections related to the import/export of contacts
- Bug Fix: Distinct improvements to fields validators
- Bug Fix: Various UI and language adjustments
- Bug Fix: Other slight corrections and improvements
v2.5.6
Released November 13th, 2019
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- Bug Fix: Fixed issue that could have prevented contacts from loading on the dashboard due to the "SQLSTATE[HY093]: Invalid parameter number" error
v2.5.5
Released October 9th, 2019
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- New Feature: WHMCS V7.8 support
- New Feature: WhatsApp integration - move directly to WhatsApp on pressing the phone symbol next to the contact's phone number - case #516
- Improvement: Optimized SQL queries to speed up the loading time of certain pages - case #526
- Removed: Support for WHMCS V7.5 and previous
- Bug Fix: Fixed issue that might have hampered exporting contacts to .XLS and .XLSX files - case #521
- Bug Fix: Corrected fatal error that might have occurred after creating an additional custom field - case #527
- Bug Fix: Fixed "Prepared statement contains too many placeholders" that might have occurred during export of huge amounts of data - case #529
v2.5.4
Released May 16th, 2019
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- Bug Fix: Fixed problem with labels and country filters that did not work in campaigns - case #520
v2.5.3
Released April 25th, 2019
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- Bug Fix: Resolved integration issue with SMS Center For WHMCS module that has caused problems with sending messages to e.g. follow-ups - case #519
v2.5.2
Released April 2nd, 2019
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- New Feature: PHP 7.3 support
- Removed: Support for WHMCS V7.4 and previous
- Bug Fix: "Show in Dashboard" and "Active" contact parameters will now be correctly taken into account when displaying the contacts list on the dashboard - case #509
- Bug Fix: Fixed case that prevents certain merge fields from "Assigned Client" group from being properly processed in an email message - case #511
- Bug Fix: Eliminated problem with "required" validation flag not being properly set when creating a new field - case #512
- Bug Fix: Resolved case of non-Latin characters (e.g. Greeks) being improperly converted when creating a contact from a web form - case #513
v2.5.1
Released January 7th, 2019
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- Bug Fix: A proper mailbox, instead of the main WHMCS one, will be now used when sending a custom email message from the contact summary page - case #491
- Bug Fix: Fixed issue that disabled loading certain pages when there were some translated strings missing in the language file - case #493
- Bug Fix: The {$signature} variable, used when sending an email from the CRM module, will now be properly parsed into HTML instead of displaying it as a plain text - case #494
- Bug Fix: Corrected "redirect_uri_mismatch" error that might have occurred when integrating with Google Calendar - case #495
- Bug Fix: The selectors styling will be now properly loaded in a "Standalone Mode" - case #500
- Bug Fix: Added error information that will appear when the attempt to retrieve messages from the mailbox fails - case #501
v2.5.0
Released June 13th, 2018
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- New Feature: Automations - add reminders and follow-ups based on the set rules
- New Feature: Board - manage the current stage of business relationships with your contacts using the Kanban method
- New Feature: Mass actions for contact management
- New Feature: Configure an incoming mailbox for imported email messages from contacts and view them directly in the conversation log
- New Feature: Assign labels of different colors to contacts to facilitate their later identification
- Improvement: Field descriptions are now also displayed as tooltips in web forms
- Improvement: Use the rich-text editor for sending email messages to contacts
- Improvement: Set the first day of the week in calendar
- Improvement: Added information about maximum size of files that can be uploaded
- Improvement: Improved text wrapping for long contact names
- Improvement: Added currency in the column with total amount in 'Orders' and 'Quotes' tabs of a contact
- Improvement: You can now use the search box to preview the dashboard, calendar and statistics per selected admin
- Improvement: The window with available fields for the import/export features is now expanded by default
- Improvement: When the PHP Zip library is missing on the server for the .XLSX and .ODS formats export, an appropriate warning will be displayed
- Changed: Full contact name is now split into two fields: first name and last name
- Bug Fix: Contacts moved to archive can no longer be managed and used for reminders or follow-ups
- Bug Fix: Calendar now properly refreshes after follow-up rescheduling
- Bug Fix: Contacts are now correctly filtered by their priority on the dashboard
- Bug Fix: Resolved issue with invalid encoding of special characters like '&' in the field with company name of a contact
- Bug Fix: Removed contact types are no longer shown in the 'Permissions' section
- Bug Fix: Corrected rounding of percentages in the pie chart which could have led to the sum of 101%
- Bug Fix: Reminders removed in the follow-up edition should now disappear from the list immediately
- Bug Fix: Solved problem with invalid encoding of some special characters in notification emails
- Bug Fix: Blocked possibility to create multiple contacts with the same email address through the web form
- Bug Fix: Resolved issue with administrator notifications for contacts added through the web form
- Bug Fix: Corrected data saving of multiple fields at once
- Bug Fix: Assorted code, UI and language corrections
v2.4.6
Released May 18th, 2018
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- New Feature: Delete a contact from the CRM database completely (GDPR requirement)
- Bug Fix: Resolved issue which might have caused invalid characters encoding in email massages - case #394
v2.4.5
Released April 17th, 2018
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- Bug Fix: Resolved issues related to hooks occurring in the encoded module's version installed on WHMCS V7.5
v2.4.3
Released February 16th, 2018
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- Bug Fix: Corrected Google Calendar URL
- Bug Fix: Resolved issues with sending emails when Secure SSL is disabled
- Bug Fix: Fixed invalid SQL query for searching follow-ups that caused the 'Integrity constraint violation: 1052 Column' type_id' in where clause is ambiguous' error
v2.4.2
Released January 18th, 2018
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- Improvement: Optimized CRM integration on tickets view
- Bug Fix: Solved problems that might have caused WHMCS sessions not to load in CRM
- Bug Fix: Eliminated compatibility issues with Domain Orders Extended For WHMCS by removing the php-ref function
v2.4.1
Released September 8th, 2017
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- New Feature: Select a default email address for the administrator in their personal settings
- Improvement: Social media addresses in the contact summary are now hyperlinks
- Improvement: Language of permission options is now editable in a language file
- Improvement: Adjustments of bullet points in a pop-up with contact details appearing in tickets
- Bug Fix: Corrected functionality of web form addresses in case WHMCS uses HTTPS
- Bug Fix: Fixed sorting of elements in contact details
- Bug Fix: Resolved problem with undefined events in the last activity log
- Bug Fix: Fixed missing hour picker for rescheduling follow-ups
- Bug Fix: Corrected sorting of today's reminders according to the time (from the earliest to the latest)
- Bug Fix: Regulated permissions to solve problems with unauthorized access to particular areas through the custom URL
- Bug Fix: Various fixes to the process of contact creation from the ticket view
- Bug Fix: Removing follow-up types is now executed properly
- Bug Fix: Solved issue with the display of fields of a select type for filtering contacts on the module dashboard
- Bug Fix: Minor UI and code alterations
v2.4.0
Released July 12th, 2017
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- New Feature: Google Calendar integration and synchronization
- New Feature: WHMCS Calendar integration and synchronization
- New Feature: Alarms - receive pop-up notifications to inform about coming follow-ups
- New Feature: Select administrators who shall receive email notification when a new contact is submitted from a web form
- New Feature: Restrict access to particular contact types based on the admin role groups
- New Feature: Add and assign custom mailboxes to administrators who shall use them as default for sending emails to contacts
- New Feature: 'Country' field with the option to set mapping for it
- New Feature: Send SMS messages directly from contact summary
- New Feature: Access client's tickets directly from contact tab
- New Feature: Search clients by company when selecting a client to be assigned to a new contact
- New Feature: View company name stored in client's WHMCS profile in contact's 'Main Details' section
- New Feature: Send SMS notifications before and on the due date of follow-ups for contacts
- Improvement: Show all contact types at once on the dashboard
- Improvement: Days of the week and months on the calendar are now translatable in the language file
- Improvement: Contacts are now by default sorted by ID
- Improvement: Colors used in the calendar's week view are now more transparent
- Improvement: Database charset compatibility
- Improvement: Phone format validation
- Improvement: Interval validation for starting and ending dates of campaigns
- Improvement: Minor UI and language refinements
- Removed: Year from the footer
- Bug Fix: Corrected a cut table when exporting contact list to PDF
- Bug Fix: Solved problem with updating previously altered campaign changes
- Bug Fix: 'Follow-ups Per Day' option will now display date without hour correctly
- Bug Fix: Administrators without access to assigned contacts will no longer see them in activity logs
- Bug Fix: Solved problem preventing a new follow-up to be created due to the lack of CRM email templates
- Bug Fix: Resolved issue leading to labels being cut off on contact graphs
- Bug Fix: Display module invalid license information properly
- Bug Fix: Minor code adjustments and cleanups
v2.3.13
Released April 13th, 2017
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- Bug Fix: Resolved problem with 'Convert' button for switching statuses of leads and potentials
v2.3.12
Released March 28th, 2017
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- Bug Fix: Solved compatibility issue with SMS Center For WHMCS preventing SMS notifications from being sent
- Bug Fix: Allow to choose only one option for checkbox field type in Web Forms settings
- Bug Fix: Resolved compatibility problem occurring when module is used on Windows Server
v2.3.11
Released March 6th, 2017
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- Improvement: Added notes formatting support for line breaks
- Bug Fix: Corrected issue with loading language phrases on the Web Forms settings while using Chrome browser
v2.3.10
Released February 14th, 2017
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- Bug Fix: Corrected process of passing Web Form custom fields to module
- Bug Fix: Displaying proper status of integration with other modules
v2.3.8
Released December 6th, 2016
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- Bug Fix: Assign admin to a contact created with a web form
- Bug Fix: Corrected process of sending notifications of 'Before Follow-up Date' type
- Bug Fix: Display campaigns as a viable group of mass messages recipients
v2.3.5
Released October 18th, 2016
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- New Feature: WHMCS V7 support
- New Feature: PHP 7 support
- Bug Fix: Minor code refinements
v2.3.4
Released September 30th, 2016
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- Bug Fix: Display contact's custom fields of checkbox type correctly
- Bug Fix: CRM API - resolved issue about 'contacts/get' request
v2.3.1
Released August 8th, 2016
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- Bug Fix: Display statistics for all administrators
- Bug Fix: Display multiple items in CRM statistics
- Bug Fix: Block CRM storage directory from direct access
v2.3.0
Released June 23rd, 2016
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- New Feature: Web forms - gather contacts straight from your customers
- New Feature: Easy to use web form generator
- Improvement: Enhanced user interface
- Bug Fix: Display select type field filter on the 'Dashboard' page
v2.2.4
Released May 12th, 2016
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- Bug Fix: Copy data from ticket when creating new contract
- Bug Fix: Display mass messages configuration
- Bug Fix: Add contact from ticket - support for 'action=viewticket' view
v2.2.3
Released May 9th, 2016
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- Improvement: Added .htaccess file example
- Bug Fix: Send emails with HTML code in global header and footer
v2.2.2
Released April 20th, 2016
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- Bug Fix: Assign quote to client
- Bug Fix: Import contact of any type
- Bug Fix: Assign ticket to contact if it was created from that ticket
- Bug Fix: Support custom admin area URL
- Bug Fix: Minor tweaks
Hamed @hamed2279
up until I have installed this module, sales team are now can easier follow up clients.
nice experience and thanks modulesgaurden.
James Russell @james3959
Modules garden plugins are very good and they always try to come with upgraded versions and to be compatible with WHMCS which is helpful.
Brian Pichman @brian4197
I've been looking for a better way to manage our contacts in WHMCS - this fixes the issue and then adds a bunch of value ads. I personally like the ability to modify client views, so I can track progress of clients migrating to our services. Their support is AMAZING - we had a few bugs early on, they implemented a hot fix for one issue and rebuilt some SQL tables. Support is everything when selecting a product - and they stand by the product which I like. I'm still exploring all the features that come with the CRM, it has a lot of capabilities that improve workflow of how you manage your clients.
Heberg @heberg1744
In principle, the CRM software is quite good, but it has been designed so complicated that it takes days to learn how to use it. If you have a lot of time available, there is not much against the module, but otherwise another solution is better.
Kamila Szlęk @kamila7554
Hello,
Formerly@ModulesGardenThank you for sharing your viewpoint and providing us with your important feedback. We are perfectly aware of the extensiveness of our module’s functionalities. Be advised though, that it stems simply from the fact that we want to meet all sorts of our customers’ expectations and provide nothing but the highest standards of services.
May I kindly ask you to join our Support Team in a ticket and cast some more light on your experience? It would help us greatly in delivering all the necessary details to our Product Development Team to further improve the module and ensure flawless management of its rich variety of features.
Jamie Le @jamie1956
Really easy to use and the integration into WHMCS works great.
Robert Garcia @robert1260
A great addon which saves me a lot of time.
Abraham C @abraham5273
Great clean and simply CRM. Enough of a foundation to get our sales guys what they wanted. I let them have a test drive for a few days, and they are very experienced salesforce users, whom came back with no complaints to me about using it
Mark My Words @MMWM
We are switching to modulesgarden crm from agile crm mainly due to the full integration with whmcs and the sync between all the details of a lead/customer. Now our sales, support, and billing teams can all see the big picture as well as the specific details they need to provide excellent service. This switch will also end up saving us nearly $1000 per year.
Francisco Ruiz @PacoRuizL
It is amazing to have a CRM conected to your WHMCS. We used to work with another solutions to follow up our sales opportunities and it was a headeach to keep track and update information between WHMCS and the CRM.
Now with this module everything goes very easy and we have sold more since we use it
Igor Kaczor @igor_ca
great product! We were able to easily customise and adjust it to our style of work with clients and WHMCS. Quick and in depth responses from Modules Garden's support helped a lot too.
Aaron Belsham @AaronB
Had an initial issue with database table collations, but upon contacting support these were resolved very professionally and quickly! Very happy with the module, the functionality is solid, and having the peace of mind of a good support service has made this an easy product to recommend to other users.
Teeuwis Hillebrand @Nuntius
Using CRM for WHMCS now and since WHMCS is my central hub for all client related communications, this is the best tool in the best place for my organisation.
Tyson Buck @tyson5271
Used Zendesk before this and I find the CRM module from ModulesGarden much more useful and after set up much more user friendly. Plus I’m saving about $1,500 a year without having to use Zendesk. Awesome job guys!
Mr Roger @mrroger
inbuild crm into whmcs, great product, able to hook into other modules from modulesGarden.