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
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
00f8b91d78
Add personal/team note visibility and edit history.
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Notes can be marked personal or team, with revision snapshots and restore from the notes UI.
2026-09-27 13:19:08 +03:30
Mahdi and Cursor
4e3dbb4e00
Redesign notes list and editor to match Keep-style mockups.
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Add checklist, activity link, location, analyze flag, and audio attachments with a real API-backed masonry UI.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-05 19:13:01 +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
Mahdi
