Mahdi and Cursor
b583858088
feat(customers): add optional group assignees with OR visibility for people, companies, and birthdays
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-11-12 12:59:49 +03:30
Mahdi
48815852fc
fix(crm): mesghal by metal, jalali fit, scoped group filters
2026-10-24 22:25:27 +03:30
Mahdi
29d99cbded
feat: customer groups for people and companies with tahesab group sync and bulk register
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Multiple groups per contact, legacy group text migrated, excel import/export, contacts filter and column, richer create-in-tahesab, match-first bulk export
2026-10-21 17:16:31 +03:30
Mahdi
7ae6a5837a
feat: enforce role section permissions and add a leads permission
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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.
2026-10-21 13:45:16 +03:30
Mahdi and Cursor
002f697dfe
feat: add DISC profiles and a sales copilot as an org module
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Help reps capture a customer's likely behavior style and get negotiation guidance, with the feature gated from super admin.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-18 21:04:26 +03:30
Mahdi and Cursor
23f8da2c65
feat: log outbound SMS and show history in compose modal
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Persist manual, campaign, and automation SMS; expose history APIs for people and leads.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 21:23:07 +03:30
Mahdi and Cursor
d62e004e90
feat: SMS campaigns for people or leads with filters and batching
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Add audience tabs, province/city filters, select-all ids, dynamic SMS tokens, and 50-sized create/send chunks.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-17 20:54:32 +03:30
Mahdi and Cursor
42f0573a5f
feat: send one SMS from a person or lead and keep the dashboard inside the phone frame
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-13 21:05:17 +03:30
Mahdi and Cursor
13ee70764b
feat: show this month's birthdays and send a greeting SMS
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Each owner sees their customers born this Jalali month and can text a custom greeting.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-13 19:55:11 +03:30
Mahdi and Cursor
48de552f36
Add row selection, bulk delete, row numbers and page size picker to tables; redesign person profile header
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-05 20:00:21 +03:30
Mahdi and Cursor
8b37525f2f
Track person import source and previous names; add source report and edit UX.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-04 12:01:21 +03:30
Mahdi
2e315c9cfd
Fixing the error when importing a large Excel file
2026-10-03 15:01:01 +03:30
Mahdi
5784b09232
Fixing Excel login error
2026-10-03 11:32:37 +03:30
Mahdi
4a9fe0b07c
Configuring access rights in the CRM Super Admin
2026-09-20 11:24:14 +03:30
Mahdi
ff5ad21eb9
Edit form costumer
2026-09-19 16:23:11 +03:30
Mahdi
4776d1a3c3
Edit import excel
2026-09-19 15:30:31 +03:30
Mahdi and Cursor
48d3469eea
Rebrand the product to Montact and point local UI at production API.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-07 11:49:54 +03:30
Mahdi and Cursor
7757c0837d
Add Ask Mento, customer mood, and Pipecat speech-to-text.
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Ship assistant answers, contact moods, voice dictation, and the related CRM UI so these can be deployed to production.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-03 14:20:55 +03:30
Mahdi and Cursor
29a040c21d
Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-08-29 21:06:30 +03:30
MahdiandCursor