New signups get the core module set with the 7-day demo. Superadmin can apply core, team, organization, or dedicated and the owner's environments take that level's access.
Co-authored-by: Cursor <cursoragent@cursor.com>
Role treasury keys now open the first allowed finance page, and team-member ownership limits lists, dashboard, and reports instead of the whole organization.
Co-authored-by: Cursor <cursoragent@cursor.com>
Drop required from_number for webhook logging, persist CalleeExtension as lineExtension, and add direction/status/line filters on the calls list.
Co-authored-by: Cursor <cursoragent@cursor.com>
Map portal call events into CRM logs, store the API token for OutgoingCall, and surface a dedicated settings tab for wiring the webhook URL.
Co-authored-by: Cursor <cursoragent@cursor.com>
Each connection can set how many times a day and at which Tehran hours the server pulls Tahesab customers, including name updates for people already linked.
Co-authored-by: Cursor <cursoragent@cursor.com>
Open the new-routine action to every member, while keeping assignment to other people and teams limited to managers.
Co-authored-by: Cursor <cursoragent@cursor.com>
Save a system tracking number on each income and expense, reuse the full contact dialogs for a new party, and create, rename, or delete categories only from the categories tab.
Co-authored-by: Cursor <cursoragent@cursor.com>
Partial receipts and payments stay tied to a customer, company, or user, and the open balance is listed on the income and expense screens.
Co-authored-by: Cursor <cursoragent@cursor.com>
Accounts can be edited, including the opening balance, and finance sections and accounts can be granted on a role or on one user. The finance menu stays hidden when the organization module is disabled.
Co-authored-by: Cursor <cursoragent@cursor.com>
A scheduled follow-up only stored a date, and activities opened from a lead were not linked back, so they disappeared from the lead.
Co-authored-by: Cursor <cursoragent@cursor.com>
Section access now only creates a record for yourself. Assigning it to a colleague requires a separate permission on that section.
Co-authored-by: Cursor <cursoragent@cursor.com>
Document refresh can follow the selected group or person instead of every linked customer, and the sales report picks a named month or season.
Co-authored-by: Cursor <cursoragent@cursor.com>
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>
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>
Empty membership stays open to the whole workspace; picking people restricts who can see that activity group.
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>
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>
Imported customers keep their birthday, and assistant text plus remaining calendars use the Jalali date.
Co-authored-by: Cursor <cursoragent@cursor.com>
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