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>
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>
Keep the dashboard backdrop out of flow on first paint, clamp long lead notes, scroll the quick-actions rail, return to the lead board, and only list import sources that exist in this environment.
Co-authored-by: Cursor <cursoragent@cursor.com>
Compute حساب قبل from asnad before this doc date/number, add in-app preview layout, and leave a blank mesghal line for handwriting after print.
Co-authored-by: Cursor <cursoragent@cursor.com>
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