New signups get the core module set with the 7-day demo. Superadmin can apply core, team, organization, or dedicated and the owner's environments take that level's access.
Co-authored-by: Cursor <cursoragent@cursor.com>
A receipt or payment only reduces the party balance, while an income or expense keeps both amounts. Finance screens stack into cards on a phone so the forms and lists stay readable.
Co-authored-by: Cursor <cursoragent@cursor.com>
The colon inside the clock was splitting the stamp from the comment, so date, author, text, and attachments now stay together.
Co-authored-by: Cursor <cursoragent@cursor.com>
The board lists a pipeline in current work only when it has a deal in that period, and keeps archive-only paths for the prior-data view.
Co-authored-by: Cursor <cursoragent@cursor.com>
A second Tahesab code with the same phone stays linked to the existing person, so the import list no longer counts it as unimported and sync no longer overwrites that person's name.
Co-authored-by: Cursor <cursoragent@cursor.com>
Role treasury keys now open the first allowed finance page, and team-member ownership limits lists, dashboard, and reports instead of the whole organization.
Co-authored-by: Cursor <cursoragent@cursor.com>
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>
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