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
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
46dcf296d3
Keep previous import source and code when a person is re-imported from another source
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-05 20:54:23 +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
23c83ffbee
Add per-user saved column visibility for tables
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-10-05 11:56:49 +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
989c03b381
Filtering tasks and assigning a person in charge during Excel import
2026-10-03 12:00:46 +03:30
Mahdi
ec5c7639e3
Match Leads stats cards to the mockup and fix Contacts double menus.
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Stage summary uses the green total card plus paired/solo white cells; people row menus use separate mobile/desktop keys.
2026-09-27 20:35:57 +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
4b335aa7ff
Refining the speech-to-text conversion structure
2026-09-22 11:02:08 +03:30
Mahdi
7a58b9d469
Adding contacts from the phone to the customer list
2026-09-21 18:27:37 +03:30
Mahdi
4776d1a3c3
Edit import excel
2026-09-19 15:30:31 +03:30
s.esmaeili
1ae87c97b7
feat(ui): standardize design system, modals, sidebar, and form inputs
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- Implement unified design system tokens, 10px radius, and IRANSans typography
- Modernize sidebar with Gemini-style collapsed expander, square 1:1 items, and elevated profile flyout
- Standardize all modal dialogs with 16px padding, fixed header/footer, 16px medium title, and sticky bottom actions
- Refactor DealFormView and CustomFieldsSection with standard UiField, UiInput, and UiSelect components
- Add draggable bottom-left QuickCreate floating action button
2026-09-12 01:33:07 +03:30
Mahdi and Cursor
535c428270
Align controls to 36/10 and make create modals full-screen on mobile.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-10 23:45:11 +03:30
Mahdi and Cursor
b8ad4037b6
Unify the web UI on shared controls and let pipeline columns be managed on the board.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-10 01:22:24 +03:30
Mahdi and Cursor
48d3469eea
Rebrand the product to Montact and point local UI at production API.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-07 11:49:54 +03:30
Mahdi and Cursor
32dfb01b4d
Fix contacts page overlapping and squeeze on mobile layouts.
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Co-authored-by: Cursor <cursoragent@cursor.com >
2026-09-05 01:49:19 +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