Mahdi and Cursor
d683932d1b
feat(forms): merge notes tab into main info for activity and deal forms; show activity hashtags
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- Activity form: notes/tags card inline, live hashtag preview, focus notes when required
- Hashtags shown in activity detail (clickable search) and list rows; search accepts #tag
- Deal form: remove mobile tabs
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-07 13:17:29 +03:30
Mahdi and Cursor
13668c4ba4
feat(activities): split customer column, wider search, custom activity types with type-specific fields
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- Table: separate assignee and customer columns; search by assignee and activity type
- ActivityTypeDef model with per-type field definitions (text, select, checklist, participants, ...)
- Default types incl. meeting subject/participants and task checklist; admins manage types
- Participants see activities in their lists and get notified
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-07 12:29:23 +03:30
Mahdi and Cursor
aa2f39256a
feat(activities): editable stages with tab and kanban views
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-07 11:18:53 +03:30
Mahdi
e08f1452ef
Unified search algorithm across all lists; per-section record visibility (contacts, deals, activities, leads, finance, tickets, notes, projects)
2026-10-06 15:04:46 +03:30
Mahdi
bc01384551
Fix error sending reminder SMS
2026-10-06 13:49:03 +03:30
Mahdi
0d7555f219
Fixing the error in today's task count
2026-10-06 12:44:09 +03:30
Mahdi
3b128bd980
Selection of multiple officials and role sub-categories
2026-10-03 13:16:13 +03:30
Mahdi
989c03b381
Filtering tasks and assigning a person in charge during Excel import
2026-10-03 12:00:46 +03:30
Mahdi
32e27d45f7
Add desk-style task workflow on Activities and Project boards.
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Managers can switch my desk vs team, reassign activities, and filter project cards to their work; assignees can see and move cards.
2026-09-28 12:28:14 +03:30
Mahdi
c06c92b333
Add deal co-assignees and saved filters on people/pipeline lists.
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Deals keep a primary owner plus shared assignees with matching visibility; Contacts and Pipeline can save and reuse filter presets.
2026-09-27 14:25:32 +03:30
Mahdi
6463275c3d
Add Didar gap features: lost-reason reports, audit logs, tags, card assignees, and saved-views API.
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Ignore Graphify local artifacts and expose new modules in superadmin.
2026-09-26 14:59:48 +03:30
Mahdi
d3f97b9dc4
Multi-environment and multi-user construction
2026-09-15 21:37:58 +03:30
Mahdi
45b0d46cfe
Adding SMS automation
2026-09-13 19:11:47 +03:30
Mahdi and Cursor
f1aba1b386
Let automations fire on more CRM events and open the studio from the main nav.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-09 21:43:17 +03:30
Mahdi and Cursor
36e47e8af3
Ask activity reminder channel: in-app notification and/or SMS.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-05 02:04:39 +03:30
Mahdi and Cursor
f884c60cab
Add activity detail, Jalali pickers, and customer/user profiles.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-02 21:29:00 +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