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

v1.2.0

Added

• Translations of CRM software into the following languages:

  • Hindi
  • Turkish
  • Polish
  • Arabic
  • Chinese
  • Japanese
  • Korean
  • Czech
  • Vietnamese
  • Greek
  • Indonesian

• "Task-board & road map" project

Fixed

• Correct the arguments of the filter for payments received in the previous period.
• Fix some typos in text messages.

Full Changelog: v1.1.0...v1.2.0

v1.1.0

Changelog of Django CRM software

Added

Translations of CRM software into the following languages:

• Brazilian Portuguese
• Dutch
• French
• German
• Italian (by @anselmix80)
• Russian
• Spanish
• Ukrainian

Improve

• settings.py to ensure stable execution of tests when language settings are overridden

Fixed

• Test for receiving email notifications about subtask completion (#134)

New Contributor

• @anselmix80 made their first contribution in #119

Full Changelog: v1.0.0...v1.1.0

v1.0.0

Changelog

Added

• The ability to exclude some currencies from auto-update
• Recipient/sender names in CRM workflow messages and system notifications about sending/receiving emails.
• Draft field for Memo fieldsets in admin
• Allow the current user to be assigned to memo
• The ability to search for a company by its alternative name

Fixed

• translation of the Email receipt notification.
• exception caused by chat in user profile.

Changed

• The "add reminder" button on the main page has been removed.
• The display of the "massmail" field in the "Company," "Contact" and "Lead" models has been changed depending on its value.

Full Changelog: v0.93...v1.0.0

v0.93

Changelog

Added

• Visualization of the counterparty (Lead, Company, Company Contact) status as a recipient of newsletters: 'subscribed' / 'unsubscribed'
• A filter by a custom date range has been added to the Payments, Shipments and Sales Report views
• The get_crm_url method to BaseContact model
• A detailed guide on how to update Django CRM software
• The 'disqualified' and 'massmail' fields to the counterparty models as well as to the export settings
• New public email domains to database (fixture)
• The filtering logic to exclude disqualified massmail recipients. Introduced new warning and error messages for handling excluded recipients and cases where no valid recipients remain.

Changed

• Visualization of the status (pending / processed) of a commercial request in the Requests view
• The verbose name of the "owner" field of the Lead, Company, Company Contact models from "Owner" to "Assigned to"
• The logic for adding a tag filter in CRM application views
• The URL method from get_absolute_url to get_crm_url to correctly generate the counterparty's link in the CRM interface
• The tag fieldsets in Deal change view
• Bump requirements

Improve

• Request owner change logic to check if the owner is part of the sales managers group before updating related objects (Lead, Company, Company Contact)
• The unsubscribe function to handle cases where the recipient does not exist.

Fixed

• Fix for creating email notification subject for office memo received
• Fix queryset method of TagFilter class

Full Changelog: v0.92...v0.93

v0.92

The algorithm for translating CRM system messages has been changed.
Personal messages to non-current users are translated into the language specified in their profile.
Messages available to a user group are translated into the default language if at least one member of the group has chosen a language different from other members of the group.
Minor improvements and bug fixes have also been made.

v0.91

Full Changelog: v0.90...v0.91

v0.90

Initial commit