CRM_Montzar

20260825113915_init

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260825150131_contacts_people_companies

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260825152250_pipeline_deals

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260825162528_activities

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260825164154_smart_notes

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260826125212_custom_fields

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260827070835_deal_enrichment

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260827104236_deal_products

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260827112207_in_app_notifications

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260827150654_note_types

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260829104931_note_attachments

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260829124204_lead_forms

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260829130809_quotes

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260829132602_invoices_payments

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260829141155_person_company_owner

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260829144441_sales_goals

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260829150628_multi_currency

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260829152302_tickets

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260829154336_ticket_sla_faq_csat

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260829165622_portal_otp_and_reports

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30

20260830090000_project_loyalty_automation

Add project board, loyalty club, and if/then automations.

2026-08-30 09:42:07 +03:30

20260901140000_smart_notes_ai_memory

Add Smart Notes AI analysis and Mento Memory with user approval.

2026-09-01 14:29:34 +03:30

20260902160000_activity_priority_creator

Add activity detail, Jalali pickers, and customer/user profiles.

2026-09-02 21:29:00 +03:30

20260902183000_activity_duration_reminder_priority

Add activity detail, Jalali pickers, and customer/user profiles.

2026-09-02 21:29:00 +03:30

20260903080000_person_mood

Add Ask Mento, customer mood, and Pipecat speech-to-text.

2026-09-03 14:20:55 +03:30

20260903160000_org_business_field

Ask for organization business field at signup, including jewelry.

2026-09-03 16:45:59 +03:30

20260904180000_tahesab_accounting

Add Tahesab jewelry accounting integration with multi-DB connections.

2026-09-04 22:00:23 +03:30

20260905010000_auth_mobile_otp

Redesign login/register with Mento branding and email/mobile OTP.

2026-09-05 00:47:33 +03:30

20260905020000_activity_reminder_channels

Ask activity reminder channel: in-app notification and/or SMS.

2026-09-05 02:04:39 +03:30

20260905120000_product_catalog_fields

Redesign products list and form to match catalog mockups.

2026-09-05 16:26:09 +03:30

20260905160000_billing_discount_tax_kind

Unify invoices and quotes UI with discount, tax, and credit notes.

2026-09-05 17:53:50 +03:30

20260905180000_sales_goal_types

Redesign sales goals and forecast with typed targets and live progress.

2026-09-05 18:38:11 +03:30

20260905190000_note_checklist_extras

Redesign notes list and editor to match Keep-style mockups.

2026-09-05 19:13:01 +03:30

20260906120000_loyalty_club_infra

Ship loyalty club and form builder so production pull gets the new screens.

2026-09-06 13:50:05 +03:30

20260906140000_lead_form_builder

Ship loyalty club and form builder so production pull gets the new screens.

2026-09-06 13:50:05 +03:30

20260909183000_automation_more_triggers

Let automations fire on more CRM events and open the studio from the main nav.

2026-09-09 21:43:17 +03:30

20260909211500_automation_invoice_activity_triggers

Let automations fire on more CRM events and open the studio from the main nav.

2026-09-09 21:43:17 +03:30

20260910220000_internal_inventory

Add a small internal warehouse and party balances when Tahesab is off.

2026-09-10 22:24:16 +03:30

20260910233000_commission_and_cheques

Add salesperson commissions on issued invoices and a cheque register.

2026-09-11 01:09:59 +03:30

20260911080000_standalone_cheques

Let cheques be received or paid without an invoice, and remind staff three days before due date.

2026-09-11 11:34:49 +03:30

20260911120000_cheque_direction_reminder

Let cheques be received or paid without an invoice, and remind staff three days before due date.

2026-09-11 11:34:49 +03:30

20260913190000_message_automations

Adding SMS automation

2026-09-13 19:11:47 +03:30

20260913200000_message_delay_weeks_months

Edit SMS automation

2026-09-13 21:22:41 +03:30

20260914100000_message_automation_description

Redesign of the SMS automation page

2026-09-14 16:49:43 +03:30

20260915130000_user_avatar

Creating & Edit profile

2026-09-15 14:10:52 +03:30

20260915140000_org_roles_user_status

Creating import&export excel

2026-09-15 17:33:05 +03:30

20260915190000_memberships

Multi-environment and multi-user construction

2026-09-15 21:37:58 +03:30

20260919180000_platform_admin

Creating a CRM Super Admin

2026-09-19 21:54:21 +03:30

20260919220000_platform_admin_mobile

Edit login suoerAdmin

2026-09-19 22:42:51 +03:30

20260920110000_billing_account_modules

Configuring access rights in the CRM Super Admin

2026-09-20 11:24:14 +03:30

20260921210000_product_accounting_link

Adding a task generated from the account balance to products

2026-09-21 21:25:34 +03:30

20260923140000_person_website_referrer

Adding two fields to the mesh form

2026-09-23 14:41:16 +03:30

20260926140000_audit_tags_assignees_saved_views

Add Didar gap features: lost-reason reports, audit logs, tags, card assignees, and saved-views API.

2026-09-26 14:59:48 +03:30

20260926160000_public_api_webhooks_sms_campaigns

Add public API keys, outbound webhooks, and bulk SMS campaigns with settings UI and org modules.

2026-09-26 16:12:29 +03:30

20260926180000_teams_data_visibility

Add named teams and per-user data visibility (own/team/org) with settings UI and org module.

2026-09-26 17:15:09 +03:30

20260926190000_woocommerce_connection

Add WooCommerce integration: sync orders to invoices/people with webhook, cron, and settings UI.

2026-09-26 17:59:16 +03:30

20260927100000_voip_connection

Add VoIP webhook connector for call logging, notifications, and optional click-to-call; align brand to Montact.

2026-09-27 08:47:11 +03:30

20260927120000_reservations

Add reservations module and rename teams visibility label to file-access level.

2026-09-27 09:38:17 +03:30

20260927140000_note_visibility_revisions

Add personal/team note visibility and edit history.

2026-09-27 13:19:08 +03:30

20260927150000_deal_assignees

Add deal co-assignees and saved filters on people/pipeline lists.

2026-09-27 14:25:32 +03:30

20260927180000_voip_call_summary

Add automatic VoIP call summaries and sync progress checklist.

2026-09-27 15:06:41 +03:30

20260927190000_leads_module

Add standalone Leads module for prospect outreach before customers.

2026-09-27 17:05:11 +03:30

20260927200000_lead_logo

Add lead company logos and refine Leads stats cards.

2026-09-27 21:17:42 +03:30

20260928140000_lead_form_publish_lead

Connect public lead forms to CRM Leads on submit.

2026-09-28 13:39:44 +03:30

20260929103000_conversations

Add internal org chat (phase 1) with DM, groups, and org settings.

2026-09-29 10:34:01 +03:30

20260929200000_conversation_hidden_messages

Fixing the issue with complete deletion from the database

2026-09-29 21:46:41 +03:30

20260930080000_conversation_hidden_scope

Fixed message deletion error and layout changes for the message input box.

2026-09-30 09:19:36 +03:30

20260930120000_conversation_pins

Add mentions, pin messages and conversations, and search within chats

2026-09-30 10:40:29 +03:30

20260930140000_conversation_room_members

Adding the typing... indicator, loading older messages, and managing members/admins after creation.

2026-09-30 11:53:04 +03:30

20260930160000_conversation_mute_reactions

Edit text and links, mute and unmute chat

2026-09-30 14:58:44 +03:30

20261001120000_tracking_links_events

Implementing a link tracking and user click logging system.Implementing a link tracking and user click logging system.

2026-10-01 15:59:18 +03:30

20261003120000_person_lead_address_instagram

Adding registration date and multiple addresses for contacts and leads.

2026-10-03 12:29:11 +03:30

20261003140000_org_role_parent

Selection of multiple officials and role sub-categories

2026-10-03 13:16:13 +03:30

20261003150000_activity_assignees

Selection of multiple officials and role sub-categories

2026-10-03 13:16:13 +03:30

20261004120000_person_import_source_previous_name

Track person import source and previous names; add source report and edit UX.

2026-10-04 12:01:21 +03:30

20261005090000_user_table_preferences

Remove BOM from user table preferences migration

2026-10-05 11:59:59 +03:30

20261005180000_person_previous_source

Keep previous import source and code when a person is re-imported from another source

2026-10-05 20:54:23 +03:30

20261006090000_company_didar_fields

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

20261006130000_activity_reminder_sent_at

Fix error sending reminder SMS

2026-10-06 13:49:03 +03:30

20261006150000_membership_visibility_scopes

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

20261006170000_deal_didar_fields

Deals Excel import/export aligned with Didar: browser-side import, new deal fields (code, probability, closedAt, creator, lostNote, referrer), Didar custom fields

2026-10-06 16:36:04 +03:30

20261006190000_montify_integration

Montify stores integration: multi-store connections, customer/order/transaction sync, webhooks

2026-10-10 15:59:12 +03:30

20261006190000_routines

feat: routines module; super admin subscription badge, 7-day trial and lifetime plan

2026-10-06 19:54:38 +03:30

20261006200000_rename_default_pipeline

rename: کاریز فروش → مسیر فروش, کاریز پروژه → تابلوی پروژه

2026-10-06 20:51:50 +03:30

20261007090000_activity_stages

feat(activities): editable stages with tab and kanban views

2026-10-07 11:18:53 +03:30

20261007100000_activity_type_defs

feat(activities): split customer column, wider search, custom activity types with type-specific fields

2026-10-07 12:29:23 +03:30

20261008120000_gamification

feat: باشگاه امتیازات کارکنان (موتور امتیاز، جدول رتبه، فروشگاه پاداش، نشان‌ها، پنل مدیریت و گزارش ROI)

2026-10-10 21:28:49 +03:30

20261011120000_automation_branches

feat(automations): form-driven branching rules, round-robin assignment, lead-linked activities

2026-10-11 14:12:36 +03:30

20261013140000_person_lead_birth_date

fix: keep birthdays and show Shamsi dates

2026-10-13 18:04:53 +03:30

20261013210000_deletion_archive

feat: keep deletions restorable and confirm a pipeline's deals before it is removed

2026-10-13 22:23:09 +03:30

20261015120000_prior_data_archive

feat: separate prior records behind an owner switch and count last-period questions

2026-10-15 10:48:30 +03:30

20261017130000_prior_archive_promote_cutoff

feat: add prior-archive promote fields and shared cutoff DTOs

2026-10-17 16:27:29 +03:30

20261017180000_outbound_sms_log

feat: log outbound SMS and show history in compose modal

2026-10-17 21:23:07 +03:30

20261018120000_internal_finance_ledger

feat: add internal finance ledger for accounts, claims, and payroll

2026-10-18 18:49:49 +03:30

20261018180000_behavior_disc_copilot

feat: add DISC profiles and a sales copilot as an org module

2026-10-18 21:04:26 +03:30

20261018180000_treasury_receivables

feat: add internal finance ledger for accounts, claims, and payroll

2026-10-18 18:49:49 +03:30

20261018200000_treasury_phase3

feat: add internal finance ledger for accounts, claims, and payroll

2026-10-18 18:49:49 +03:30

20261018220000_treasury_links

feat: gate treasury as an org module and group money inputs

2026-10-18 19:33:09 +03:30

20261019130000_attendance

feat: log staff sign-in and sign-out and force logout at a set time

2026-10-19 13:34:55 +03:30

20261019160000_sms_billing

feat: add per-org SMS wallet with adm panel and header credit

2026-10-19 15:55:48 +03:30

20261020180000_activity_boards

feat: group activities into boards with their own stages, like sales pipelines

2026-10-20 17:23:27 +03:30

20261021120000_role_permissions_enforced

feat: enforce role section permissions and add a leads permission

2026-10-21 13:45:16 +03:30

20261021150000_membership_block_after_logout

feat: compact logout-time cell and optional login block after logout time

2026-10-21 14:20:15 +03:30

20261021170000_customer_groups

feat: customer groups for people and companies with tahesab group sync and bulk register

2026-10-21 17:16:31 +03:30

20261022120000_deep_data_access

feat(acl): deep data access by section for roles and users

2026-10-22 11:53:26 +03:30

20261022160000_membership_login_otp_only

feat(auth): allow owner to force OTP-only login per user

2026-10-22 15:43:24 +03:30

20261022180000_accounting_asnad_line

feat(tahesab): sales report snapshot with org-module gate

2026-10-22 18:20:46 +03:30

20261024120000_tahesab_invoice_settings

feat(tahesab): PDF invoice export for asnad cards

2026-10-24 12:34:02 +03:30

migration_lock.toml

Initial Mento CRM: portal OTP, reports, SMS, and deploy for crm.montzar.ir.

2026-08-29 21:06:30 +03:30