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