Mahdi and Cursor
b9bb2ff9fa
feat(contacts): keep Tahesab honorifics with person gender
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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 >
2026-10-29 18:46:10 +03:30
Mahdi
50d7cad66e
feat: multi-select contacts filter panel for groups sources and mood
2026-10-21 18:07:21 +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 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
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
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
cf326d1ed9
fix: keep birthdays and show Shamsi dates
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Imported customers keep their birthday, and assistant text plus remaining calendars use the Jalali date.
Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-13 18:04:53 +03:30
Mahdi
f71f09c85d
Align companies with the Didar export: new fields, Didar-format Excel import/export, and people linked to companies by Didar code
2026-10-06 12:25:20 +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
1309da2281
Adding registration date and multiple addresses for contacts and leads.
2026-10-03 12:29:11 +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
99df327ded
Adding two fields to the mesh form
2026-09-23 14:41:16 +03:30
Mahdi
4776d1a3c3
Edit import excel
2026-09-19 15:30:31 +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