Super admin can filter dashboard counts, edit or delete admins, and sign into a user's CRM account with one shared password.
Co-authored-by: Cursor <cursoragent@cursor.com>
Super admin can set a seat limit of 3, 10, 20, or a negotiated number so an owner cannot add users past that cap.
Co-authored-by: Cursor <cursoragent@cursor.com>
Lead-only website forms had no person mobile, so the confirmation was marked sent without a number. Use the lead phone and send the full text.
Co-authored-by: Cursor <cursoragent@cursor.com>
Customer-linked tasks stay on their record and no longer appear in today, calendar, score, or reminders.
Co-authored-by: Cursor <cursoragent@cursor.com>
When a form has no round-robin assignees, the lead now follows the person the automation assigns to the first call.
Co-authored-by: Cursor <cursoragent@cursor.com>
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>
New-lead counts follow the first open column instead of its name, and cards no longer show an initials mark.
Co-authored-by: Cursor <cursoragent@cursor.com>
Empty membership stays open to the whole workspace; picking people restricts who can see that activity group.
Co-authored-by: Cursor <cursoragent@cursor.com>
Signup and admin-created accounts notify platform managers, and an ended plan sends one SMS instead of repeating for old expirations.
Co-authored-by: Cursor <cursoragent@cursor.com>
Photos on an activity are shrunk with the form-builder compressor and stored only when they fit under 200KB.
Co-authored-by: Cursor <cursoragent@cursor.com>
Unset sections on a saved role policy were still filtered as own-only, so full lead access showed nothing. Activities can now be assigned by org role, and the Tahesab sales report reads as a result instead of a tag wall.
Co-authored-by: Cursor <cursoragent@cursor.com>
Report weight after returns for the selected period, with parent customer groups and separate silver and investment commission.
Co-authored-by: Cursor <cursoragent@cursor.com>
Multiple groups per contact, legacy group text migrated, excel import/export, contacts filter and column, richer create-in-tahesab, match-first bulk export
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.
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>
Link optional invoice and cheque settlements to cash accounts, and let superadmin enable the finance module per organization.
Co-authored-by: Cursor <cursoragent@cursor.com>
Keep booked income and expense separate from cash balances, with installments, recurring items, and reports.
Co-authored-by: Cursor <cursoragent@cursor.com>
Allow org owners to inspect any member's data scope via dual JWT; server blocks mutations and team page stays reachable for return.
Co-authored-by: Cursor <cursoragent@cursor.com>
Count nav badge for desk=mine, always apply activity prior filter on person records, and stop loading prior=all deals on profiles.
Co-authored-by: Cursor <cursoragent@cursor.com>
MahdiandCursor