Clientl Changelog
This is the public changelog that logs all application changes both big and small.
Beta 2.11 - 2020-06-03
Fixed
Fixed a minor issue with the login error that appears on the login page.
Fixed an issue where the customer email list report was pulling customers with empty email addresses. The report now should only pull customers that have indicated 'yes' for the email list AND have an email address on file. Those with an empty email address will not appear.
Beta 2.1 - 2020-06-02
New
Reports - introduced the new report framework that includes many new reports: Report Overview, Revenue Reports, Client Reports, and Project Reports. In addition, this release better updates the Custom Report functionality to allow for extending custom reports easier for individual client needs. Now that the report framework is in place, new reports can be added easily based on customer request. Additionally, custom reports can now be added at customer request.
Login - added new options to the login page:
Remember Me - when clicked will now remember the username/email address that was used on the current browser for the next time that you visit the login page.
Stay Logged In - sets a cookie that does not expire, which will allow the user to remain logged in permanently. The current cookie is set for a period of 24 hours and will force an automatic logout after that time period has expired. This option is not recommended for public or shared computers as it will load the dashboard when you go to the login page without requiring a login.
Convert to Invoice button - added a simple button to allow invoices in statuses other than 'Invoice' to be switched quickly to an invoice (example: Draft and Quote can now be converted with one click to an Invoice)
Updated
Application Status - we have moved the status page over to statuspage.io to allow for better streamlined status updates when there are issues with the web application. You can now view the application status in the web application itself, when available, without going out to an external site. Alerts will be posted within the system now when maintenance is occurring to keep users updated on potential downtime.
New Support Portal - introduced the new Jira Support system to better streamline support for end-users.
Several plugins were updated to new versions - Feather Icons, DataTables, TimeZoneDB, and PrintPro for easier page printing.
Upgraded to new version of the application framework to allow for larger file uploads.
Changed calculation that shows on the dashboard for 'total value' of open invoices to 'total remaining'. The new calculation looks at the balance remaining for all of the open invoices. This calculation will give the account owner a better sense of how much revenue can be earned by closing out those open invoices.
Edited the 'My Account' features to allow the user to select to edit their password. Added a password strength check to determine the strength of the password. New password resets will only allow Strong passwords and above, which receive a score 80 or higher. Anything lower will require the user to set a stronger password. This will be the first step in providing a higher level of security for user accounts. Presently, users with a password security score of less than 80 will not be required to reset their password - this will only apply if a user chooses to reset their password on their own. In the future, we will implement a change to force a password change if it does not conform to this guideline.
Fixed
The logout functionality was updated after a bug when converting from version 1.0. Some of the old outdated code was removed to streamline the logout process.
Fixed an issue where the 'Allow Delete' toggle in the owner dashboard may not render correctly on various device sizes. A new/better toggle has been used to render better in all device resolutions.
Streamlined page changes with the application to remember the last page visited in the browser, so that the user can hit the back button and return to the last page (on most pages).
Fixed an issue where files were not actually being deleted. When a user deleted a file from a project, the file was removed from the application, but remained on the server and utilized the client's storage to retain the file.
Beta 2.092 - 2020-05-15
Updated
This release moved the application over to the CloudFlare network (https://www.cloudflare.com/) to ensure better network redundancy, speed, and performance of the overall web application.
Beta 2.09 - 2019-12-20
Fixed
Fixed an issue where selected projects were not resetting after an action was performed and selected projects were not resetting after a new customer was clicked.
Fixed an issue where archived projects were still appearing as 'active' projects in some areas of the application.
Beta 2.08 - 2019-11-09
New
Portal owner can now turn on/off the ability to delete customers, invoices and projects.
When deletion is turned on, portal owner can now permanently delete customers, invoices, and projects from the database.
Projects can now be archived. When allow deletion is turned off, the portal owner can now archive the projects to clean up the customer projects list.
Updated
Printing has been updated to improve some workflows.
PDF converter has been updated to improve workflows and fix some minor bugs in the interface.
Beta 2.0.0 - 2019-08-25
New
Allow creation of invoices from project by selecting project number when adding an invoice line
Allow editing of invoice lines rather than just deleting them
Add partial payments for invoices
Add payment type when entering a payment
Email customers from various areas within the app (customers, invoices, payments, etc)
Deleted items are saved for a period of 30 days before they are fully removed to allow any item to be restored from the Owner Dashboard
Added an Owner Dashboard to allow the owner to change application settings
Allow the creation of additional employees, who can access the Clientl application
Allow the addition of infinite number of phone numbers
Added option to capture email list interest
Added best contact method for all customers
Changed
Redesigned UI
Rebranded product and brand colors
Automatically mark invoices as paid when the last payment has been completed
Revamped customer files with folder creation and organization
Allow deletion of customers, invoices, projects, etc
Responsive pages to allow app to be screen size agnostic. Mobile viewing is not yet completely optimized
Allow uploading of a dark and light background logo to show on various backgrounds
Beta 1.1.1 15.0.0 - 2019-03-21
New
Added an optional secondary phone number to new customers and existing edited customers
Changed
Increased maximum number of words for project title to 80 characters
Fixed
Modified the size of the project cards to allow for a larger title.
Set a maximum size for the title on a project card before it truncates
Beta 1.1.0 - 2019-03-05
New
Added profile management allowing users to update their email address, password, profile photo from My Account menu
Added custom payment options rather than only Net 30
Changed
Added data privacy rules
Fixed
Icons not always showing on all project cards
Checkmark not showing on all project cards when complete
Pagination on all tables was adjusted to allow clicking on a page number
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