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forked from test/crm

334 Commits

Author SHA1 Message Date
Shariq Ansari
09c016c40e fix: avoid none values
(cherry picked from commit d2d4abe91f848f100f5885ce9dfb09533b1a0df8)
2025-05-09 14:55:49 +00:00
Shariq Ansari
d6c6af4690 fix: check read access before loading data
(cherry picked from commit e92ee3b730df73017aa409cbdbce23eed7e9defd)
2025-04-08 10:12:29 +00:00
Shariq Ansari
e84351cb57 fix: send existing contact/org data while converting to deal 2025-03-15 15:55:47 +05:30
Shariq Ansari
f9043511a8 fix: get distinct deal contacts which has name 2025-03-15 14:47:38 +05:30
Muhammed Raihan P A
820b83dfef
fix: allow Table fieldtype while converting Lead to Deal 2025-03-09 21:57:15 -08:00
Shariq Ansari
7a99e80ccf fix: allow sales user & manager to crud crm global settings 2025-03-02 14:05:40 +05:30
Shankarv19bcr
546bec984f fix: ignore current document in default SLA validation 2025-03-01 20:52:45 +05:30
Shariq Ansari
5253c67196 fix: added global settings doctype to store quick filters order 2025-02-28 15:07:42 +05:30
Shariq Ansari
3afa8c2d72 fix: pass required deal fields value while converting to deal 2025-02-21 14:50:16 +05:30
Shariq Ansari
19bf3a0122 fix: added Required Fields option in type 2025-02-21 14:44:54 +05:30
Shariq Ansari
ec6a1f84eb fix: do not get default layout if type is Required Fields 2025-02-21 14:44:33 +05:30
Shariq Ansari
2a8cc03850
Merge pull request #596 from pu-raihan/develop 2025-02-20 15:54:15 +05:30
Shariq Ansari
19c1501eba fix: set default column_field, order_by & group_by_field if not set 2025-02-20 15:38:41 +05:30
Shariq Ansari
ab25f26f14 fix: set route name if not set 2025-02-20 15:21:56 +05:30
Shariq Ansari
1e39385abe fix: set as default view in view settings per user 2025-02-20 14:10:53 +05:30
Shariq Ansari
d057926f7a fix: added is_default field in crm view settings 2025-02-20 12:53:40 +05:30
Shariq Ansari
c0f6dcd7e0 fix: removed default_view field from fcrm settings 2025-02-20 12:53:03 +05:30
Shariq Ansari
4d3a90cf3c fix: renamed is_default to is_standard 2025-02-20 12:51:35 +05:30
Muhammed Raihan P A
a171f81738
fix: prevent unnecessary notification reloads for all users
- Emit WebSocket event only to the intended recipient instead of broadcasting
- Improves performance by reducing unnecessary API calls and WebSocket traffic
2025-02-19 00:49:59 -08:00
Shariq Ansari
7f21d473f4 fix: set as default view 2025-02-19 11:42:06 +05:30
Shariq Ansari
1ca4d0bd4b fix: added default view field in fcrm settings 2025-02-19 11:38:19 +05:30
Shariq Ansari
fbc3059c86 fix: send address as string 2025-02-14 13:50:18 +05:30
Shariq Ansari
43a723c721 fix: get org address if exist 2025-02-14 13:31:32 +05:30
Shariq Ansari
29b4ca5668 fix: set org address and primary contact while creating quotation from deal 2025-02-03 16:18:14 +05:30
Shariq Ansari
b21d2aea6f chore: renamed From & To as Caller & Receiver 2025-01-30 12:54:48 +05:30
Shariq Ansari
6b23b29a6a fix: renamed Twilio Agents to CRM Telephony Agent in code 2025-01-23 22:26:18 +05:30
Shariq Ansari
eb296d5781 chore: updated record call label 2025-01-22 19:56:53 +05:30
Shariq Ansari
edab3ed65d feat: allow manually create call logs 2025-01-22 18:11:53 +05:30
Shariq Ansari
e27a662f71 fix: do not update field value instead create copy of it and use on client side 2025-01-22 17:12:20 +05:30
Shariq Ansari
0315220857 fix: added subdomain field 2025-01-20 15:03:31 +05:30
Shariq Ansari
8e45656c86 fix: added webhook verify token for security 2025-01-19 22:25:23 +05:30
Shariq Ansari
c6c0ef852f fix: link call log to lead if lead is created from call log 2025-01-19 22:12:24 +05:30
Shariq Ansari
e7c89fdc2a fix: rename Twilio Settings to CRM Twilio Settings in code 2025-01-19 16:33:02 +05:30
Shariq Ansari
89dd09325f fix: renamed Twilio Settings to CRM Twilio Settings 2025-01-19 16:12:01 +05:30
Shariq Ansari
5cd2f2bd39 fix: get and set default medium via telephony agent 2025-01-19 14:28:36 +05:30
Shariq Ansari
0f6876de27 fix: also maintain agent level default medium 2025-01-19 14:17:52 +05:30
Shariq Ansari
bc5c53e652 refactor: renamed exotel agent to telephony agent
will maintain agents details for twilio and exotel
2025-01-19 14:16:24 +05:30
Shariq Ansari
50508cc6b0 fix: get lead, deal, note & task details if linked 2025-01-18 18:44:14 +05:30
Shariq Ansari
7dd53d88e5 fix: parse call log from backend to get receiver and caller 2025-01-18 18:09:14 +05:30
Shariq Ansari
4bb4088e4a fix: link call log with lead deal based on number 2025-01-18 14:14:34 +05:30
Shariq Ansari
8ba1949d3f fix: use fieldname & fieldtype instead of name & type in quick filters 2025-01-18 13:02:20 +05:30
Shariq Ansari
b212dac043 feat: create note & task from call window 2025-01-17 16:35:52 +05:30
Shariq Ansari
dde6d3736f fix: validate before saving 2025-01-16 21:22:59 +05:30
Shariq Ansari
b757a0170a fix: hide border if hide_border is set 2025-01-16 21:22:59 +05:30
Shariq Ansari
b921ce9dff fix: only show fields if enabled 2025-01-16 21:22:59 +05:30
Shariq Ansari
8a912b21e0 feat: select calling medium while calling and set defaulr medium 2025-01-16 21:22:59 +05:30
Shariq Ansari
49de7c92a5 fix: check exotel number 2025-01-16 21:22:59 +05:30
Shariq Ansari
b6b4ecc58d feat: added api to make a call 2025-01-16 21:22:59 +05:30
Shariq Ansari
e085d4bc30 fix: created exotel agent doctype to store user and mobile no 2025-01-16 21:22:59 +05:30
Shariq Ansari
5c2aa522fc fix: added telephony medium field to capture Exotel, Twilio or Manual call log 2025-01-16 21:22:59 +05:30