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>
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>
Customer-linked tasks stay on their record and no longer appear in today, calendar, score, or reminders.
Co-authored-by: Cursor <cursoragent@cursor.com>
When a form has no round-robin assignees, the lead now follows the person the automation assigns to the first call.
Co-authored-by: Cursor <cursoragent@cursor.com>
Male and female names can store the title when requested, and Tahesab import and export use the same gender.
Co-authored-by: Cursor <cursoragent@cursor.com>
New-lead counts follow the first open column instead of its name, and cards no longer show an initials mark.
Co-authored-by: Cursor <cursoragent@cursor.com>
Empty membership stays open to the whole workspace; picking people restricts who can see that activity group.
Co-authored-by: Cursor <cursoragent@cursor.com>
Signup and admin-created accounts notify platform managers, and an ended plan sends one SMS instead of repeating for old expirations.
Co-authored-by: Cursor <cursoragent@cursor.com>
Photos on an activity are shrunk with the form-builder compressor and stored only when they fit under 200KB.
Co-authored-by: Cursor <cursoragent@cursor.com>
Unset sections on a saved role policy were still filtered as own-only, so full lead access showed nothing. Activities can now be assigned by org role, and the Tahesab sales report reads as a result instead of a tag wall.
Co-authored-by: Cursor <cursoragent@cursor.com>
Report weight after returns for the selected period, with parent customer groups and separate silver and investment commission.
Co-authored-by: Cursor <cursoragent@cursor.com>
Multiple groups per contact, legacy group text migrated, excel import/export, contacts filter and column, richer create-in-tahesab, match-first bulk export
Unticking a section hides it from the menu, closes its routes and blocks its writes on the server; existing roles keep their current access via migration.
MahdiandCursor