Show each payroll as a card on a phone and slide its details up from the bottom so a short sheet leaves the top of the screen clear.
Co-authored-by: Cursor <cursoragent@cursor.com>
Keep long reasons out of the report table, open them with payments in a details view, and let a payment period be found by name or month.
Co-authored-by: Cursor <cursoragent@cursor.com>
Let salary and payments be corrected after they are saved, pick a Jalali period as a month range, and show toman on finance amounts.
Co-authored-by: Cursor <cursoragent@cursor.com>
Issued invoices feed debtors, creditors, and period profit without a second income document. Payroll is split into setup, staged payment, and a filtered report.
Co-authored-by: Cursor <cursoragent@cursor.com>
Desktop and mobile dropdowns shared an id, so both opened and the extra menu closed the click before the action.
Co-authored-by: Cursor <cursoragent@cursor.com>
Drop required from_number for webhook logging, persist CalleeExtension as lineExtension, and add direction/status/line filters on the calls list.
Co-authored-by: Cursor <cursoragent@cursor.com>
Map portal call events into CRM logs, store the API token for OutgoingCall, and surface a dedicated settings tab for wiring the webhook URL.
Co-authored-by: Cursor <cursoragent@cursor.com>
Owners can filter by assignee and follow-up status, with extra filters in a drawer, while mobile keeps a compact search-and-filter bar without the stage chip grid.
Co-authored-by: Cursor <cursoragent@cursor.com>
A Tahesab import now updates the person who already has that mobile instead of creating another, and the boot merge runs once more so existing pairs collapse.
Co-authored-by: Cursor <cursoragent@cursor.com>
Each connection can set how many times a day and at which Tehran hours the server pulls Tahesab customers, including name updates for people already linked.
Co-authored-by: Cursor <cursoragent@cursor.com>
Open the new-routine action to every member, while keeping assignment to other people and teams limited to managers.
Co-authored-by: Cursor <cursoragent@cursor.com>
Show open receivable and payable balances on separate report tabs, and include each list in an Excel export.
Co-authored-by: Cursor <cursoragent@cursor.com>
Save a system tracking number on each income and expense, reuse the full contact dialogs for a new party, and create, rename, or delete categories only from the categories tab.
Co-authored-by: Cursor <cursoragent@cursor.com>
Partial receipts and payments stay tied to a customer, company, or user, and the open balance is listed on the income and expense screens.
Co-authored-by: Cursor <cursoragent@cursor.com>
Accounts can be edited, including the opening balance, and finance sections and accounts can be granted on a role or on one user. The finance menu stays hidden when the organization module is disabled.
Co-authored-by: Cursor <cursoragent@cursor.com>
The action row stretched off-screen and comments on automation activities were rejected once the saved note passed 2000 characters.
Co-authored-by: Cursor <cursoragent@cursor.com>
A scheduled follow-up only stored a date, and activities opened from a lead were not linked back, so they disappeared from the lead.
Co-authored-by: Cursor <cursoragent@cursor.com>
Mixed Persian and Latin digits were stripped down to the Latin part, so some website leads stored a truncated mobile.
Co-authored-by: Cursor <cursoragent@cursor.com>
Section access now only creates a record for yourself. Assigning it to a colleague requires a separate permission on that section.
Co-authored-by: Cursor <cursoragent@cursor.com>
Document refresh can follow the selected group or person instead of every linked customer, and the sales report picks a named month or season.
Co-authored-by: Cursor <cursoragent@cursor.com>
Applying or creating a trial plan sets the owner seat cap to 3, and existing demos without a cap get the same default.
Co-authored-by: Cursor <cursoragent@cursor.com>
Super admin can filter dashboard counts, edit or delete admins, and sign into a user's CRM account with one shared password.
Co-authored-by: Cursor <cursoragent@cursor.com>
Super admin can set a seat limit of 3, 10, 20, or a negotiated number so an owner cannot add users past that cap.
Co-authored-by: Cursor <cursoragent@cursor.com>
Saturday is the start of the work week, so the sheet can defer a task to next Saturday morning or the same time one week later.
Co-authored-by: Cursor <cursoragent@cursor.com>
Lead-only website forms had no person mobile, so the confirmation was marked sent without a number. Use the lead phone and send the full text.
Co-authored-by: Cursor <cursoragent@cursor.com>
MahdiandCursor
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