Updates o aplikacji "CRM"

3.4.0.751.0.wsp June 15, 2026

• Enhanced advanced contact search by segments:
  • ability to select both static and dynamic segments;
  • option to match all specified segments or any of them;
  • support for complex conditions: combining, intersecting, and excluding segments.
• Several other improvements in advanced contact search.
• Browsing individual news emails without grouping them into conversations.
• More convenient image viewing in conversations with zoom capability.
• Ability to open contacts and transactions from lists in separate browser tabs.
• Changed sorting order of items when creating and editing invoices.
• Mass moving transactions between sales funnel stages.
• Fixed execution of other mass actions on transactions.
• Fixed other detected bugs.

3.3.2.724.0.wsp February 26, 2026

• Fixed minor bugs.

3.3.1.722.0.wsp February 24, 2026

• Removed detected bugs.

3.3.0.717.0.wsp February 19, 2026

• Mass exclusion of selected contacts from segments;
• Opening quotes from the main list in separate browser tabs;
• Moving proformas associated with a deleted quote to the archive;
• Buttons for deleting lead forms without entering their settings;
• Managing employees in the company profile.
• Restored the ability to create a new order Shopy-Script from the quote page after switching to the new interface.
• Improved various parts of the application interface.
• Removed several detected bugs.

3.2.0.698.0.wsp November 27, 2025

• Recurring (recursive) proformas automatically issued at specified intervals: weekly, monthly, annually, or according to custom settings.
• Recording more actions in the system log-for employee activity monitoring:
  • Deleting contacts, quotes, and proformas;
  • Exporting contacts and quotes.
  • Individual sorting of sales funnels in the main menu for each employee via simple drag-and-drop.
  • Added a field for entering a comment/report when completing reminders.
  • Automatic refreshing of the quotes list.
  • Improved information refresh on the "History" tab in the customer profile.
  • Improved support for the latest PHP versions.
  • Removed several detected bugs.

3.1.1.677.0.wsp September 29, 2025

• Fixed creating quotes from orders in the old interface Shopy-Script.

3.1.0.673.0.wsp September 25, 2025

• More automation: you can now configure automatic creation of reminders for yourself or selected employees, and sending HTTP requests (webhooks) to integrate with external services when various events occur, such as proforma payment, customer birthday, quote creation, etc.
• The section name "Notifications" in settings has been changed to "Automation".
• Several interface improvements and fixes for detected issues.

3.0.1.671.0.wsp September 18, 2025

• Fixed integration issue with the order page Shopy-Script during update to version 3.0.0.

3.0.0.670.0.wsp September 18, 2025

• Advanced lead forms in dialog mode, allowing you to collect contact data and receive customer inquiries. Now forms can not only be embedded as a static part of a page, but also displayed as a pop-up dialog window or a side drawer across the entire page. Very simple configuration without modifying design themes.
• Customer widget on the order page in Shopy-Script. With one click, you can quickly open the full customer profile with their contact details, quotes, bills for payment, call history, and news emails and messages from messengers. From the same location, you can immediately send a new message to the customer.
• We've significantly redesigned the application interface and many features:
  • List of sales funnels in the main sidebar (configurable for each user);
  • Collapse/expand main menu;
  • Configurable columns in the quotes list;
  • Search quotes by customer email address and phone number;
  • Display of quote IDs;
  • New, attractive design themes for payment proformas;
  • Built-in spam protection in lead forms without captcha;
  • Moving unused sales funnels to the archive;
  • Ability to color tags in different colors;
  • Many other improvements and conveniences.
  • Disabled support for the old interface.
  • Removed detected bugs and visual imperfections.

2.1.2.624.0.wsp July 9, 2025

• Connected login mechanism for the "Agree to terms" form element.
• Fixed minor bugs.

2.1.1.622.0.wsp June 26, 2025

• Creating new deals from the customer profile;
• Displaying information about the source through which news were received in correspondence;
• Filtering correspondence by selected source;
• Displaying the website address from which a message was sent via the WWW form on the deal page;
• Configuring access permissions for contact export;
• Extended settings for sending PUSH notifications;
• Recording customer edit information in the CRM activity log.
• Updated the WWW form wizard and improved their appearance on the page.

• Selecting a deal in the properties of an incoming news;
• Displaying tooltips for date-type fields in WWW forms;
• Saving time settings in reminders;
• Interface for linking a phone call with a customer;
• Registering customers via WWW forms with a "Password" field;
• Sorting the deals list by the last name of the responsible employee;
• Sending PUSH notifications about incoming calls to employees with an offline status;
• Disabled unnecessary query caching for server requests to ensure correct CRM operation on certain hosting platforms.

2.1.0.592.3.wsp August 22, 2025

• Improved translations of the CRM application interface.

2.1.0.592.2.wsp March 20, 2025

• Added a restriction on contact export for all users except those with administrator privileges.

2.1.0.592.1.wsp February 24, 2025

• Removed the "Countries and Regions" section from the application settings, as it duplicated a similar section in the "Settings" application.

2.1.0.592.0.wsp December 26, 2024

• Added smaller image thumbnails in correspondence and in the contact's files section.
• Added a permanently visible label with the news date in customer correspondence.
• Added display of customer company names in the call list.
• Improved sorting of contacts by name.
• Fixed receiving PUSH notifications when using the mobile application.
• Improved receiving and responding to news emails.
• Fixed quoting messages in correspondence.
• Fixed importing country data into customer addresses from CSV files.
• Fixed the ability to navigate to the Shopy-Script order from its associated transaction.
• Fixed sending attached files in email notifications when submitting requests through web forms.
• Fixed other identified issues.

2.0.8.542.0.wsp May 21, 2024

• Added the "Files" tab to the customer profile to view all related files and upload new files (only in the new UI 2.0 interface). Also added an option to upload a new file to the "+" button menu in the customer profile.
• Faster update of information about new news received via messengers.
• Fixed several identified bugs.
• Improved support for the latest PHP versions.

2.0.7.513.0.wsp March 12, 2024

• Fixed the customer verification request menu in correspondence via social networks and online messengers.
• Improved support for the latest PHP versions.
• Removed several issues in the old interface related to area code and country code settings.

2.0.6.508.0.wsp March 6, 2024

• Added the ability to request customer verification in correspondence via social networks and online messengers. The customer receives a link and must log in to your website to link their messenger profile to a registered Customer profile. Information indicating that the contact is a registered customer is visible in the sidebar on the correspondence page. To use this feature, enable the "Allow customer verification request" setting in the Settings source settings.
• Improvements and fixes:
  • Made area code and country code settings available when plugins SMS plugins are not installed.
  • Fixed phone call filter settings.
  • Fixed sender settings for email notifications in Settings web forms.
  • Resolved a PHP error during CRON schedule task execution.
  • Fixed several visual issues.

2.0.5.503.0.wsp February 12, 2024

• Added the ability to correct the linkage of a phone call to an incorrectly selected contact.
• Improved handling of correspondence, especially regarding deletion.
• Fixed adding an image to the contact profile.
• Improved the invoice editing form.
• Fixed several identified bugs, including:
  • when saving field sort order in web form settings;
  • in displaying email address type names in the contact profile;
  • in displaying icons of plugins used to receive news;
  • in integration with previous versions of the Shopy-Script application.

2.0.4.497.0.wsp December 27, 2023

• Improved handling of customer lists in Shopy-Script apps.
• Fixed several issues in the new UI 2.0 interface.

2.0.3.493.1.wsp December 26, 2023

• Updated the app icon in UI 2.0 style.

2.0.3.493.0.wsp December 14, 2023

• Enhanced the new UI 2.0 interface:
  • Added personal account information and the ability to block a contact in the profile.
  • Added drag-and-drop functionality for cards with additional data in contact and transaction profiles.
  • Added bulk actions with correspondence. When deleting correspondence, you can block related customer contacts.
  • Added bulk deletion of transactions.
  • Added new offer filtering features: using the search bar and selecting only specific offers.
  • Added sorting of segments in the contact profile.
  • Fixed several identified issues.
• Improved access rights verification.
• Fixed saving corporate contacts and resolved several other bugs.
• Improved support for the latest PHP versions.

2.0.2.484.0.wsp November 21, 2023

• Enhanced the new UI 2.0 interface.
• Fixed Smarty code execution in email notification templates in Settings web forms.
• Fixed reminder editing in the contact profile in the old interface.

2.0.1.478.0.wsp November 13, 2023

• Added new UI 2.0 interface - with dark mode and mobile device support.
• Other new features:
  • Display customer profile on the screen with correspondence to them.
  • Visual marker for correspondence where no reply has been sent to the customer.
  • Audio player for recording phone calls with fast-forward capability.
  • Sending push notifications:
    • about received messages;
    • about upcoming reminder time.
• Fixed several identified bugs and improved support for the latest PHP versions.

1.4.20.434.2.wsp October 19, 2023

• Author data correction.

1.4.20.434.1.wsp January 11, 2023

• Fixing detected bugs.

1.4.20.434.0.wsp December 19, 2022

• Improved support for the latest PHP versions.

1.4.19.432.0.wsp December 1, 2022

• Fixed errors when sending news to customers and saving currency settings.

1.4.18.430.0.wsp November 17, 2022

• Fixed display of received news emails.
• Increased the number of displayed storefronts in Shopy-Script apps to adjust CRM integration.

1.4.17.426.0.wsp October 4, 2022

• Added descriptions of some variables to the notification editor cheat sheet.
• Improved updating the list of available variables in the invoice template editor cheat sheet.
• Fixed saving contact on the transaction page.
• Fixed forwarding attached files along with forwarded news email.
• Improved the contact export page.

1.4.16.421.0.wsp June 14, 2022

• Improved user interface on the transaction page.
• Optimized the "Kanban" section.
• Improved interface localization.
• Fixed the error related to searching for birthday contacts.
• Improved the interface for configuring dynamic contact segments.

1.4.15.415.0.wsp April 7, 2022

• Minor improvements in user interface localization.

1.4.14.412.0.wsp February 15, 2022

• Added a tooltip to the transaction stage configuration page.
• Improved handling of news SMS sending status via plugins system.
• Fixed user activity tracking for display in the "Team" app.

1.4.13.406.2.wsp January 12, 2022

• Minor fixes in localization files.

1.4.13.406.1.wsp December 28, 2021

• Added Polish language

1.4.13.406 December 1, 2021

• Improved the interface for creating contact segments.
• Fixed image upload to the contact profile.
• Fixed display of information about the automatically assigned responsible user for contacts created when receiving news via online messengers.
• Fixed display of product quantities in the invoice action notification.
• Eliminated assignment of inactive users as responsible users from the group selected in the email source Settingss.
• Eliminated loss of source settings in certain situations.

1.4.12.398 September 1, 2021

• Fixed prompt for custom field of type "image" in company Settingss.
• Improved behavior of company custom fields.
• Improved PHP 8 compatibility.

1.4.11.394 July 19, 2021

• Fixed display of contact properties when viewing in table mode.
• Fixed sorting of contact segments.
• Improved the interface for adding a new contact.
• Eliminated several PHP errors.

1.4.10.389 May 24, 2021

• Fixed saving any recipient number for SMS notifications.
• Improved PHP 8 compatibility.

1.4.9.384 March 4, 2021

• Added Smarty code support for email notification templates for new news and offer sources - web forms and email sources.
• The option to delete a transaction is now available only to users with full permissions to that transaction's pipeline.
• Added a hint regarding the case when a user group, rather than a single user, is selected as the responsible person for transactions generated from a configured source.
• Display of server cron job configuration information is now persistent. Previously, it would hide after completing the basic setup.
• Added account status check when a client views an account via a link, in case a previously published account has been deactivated by the CRM user.
• Removing an empty tag when deleting all contacts associated with that tag.
• Added ability to select contact fields available only for companies in form source Settingss.
• Added display of the email address the client used to send the message from which the transaction was created, on the correspondence screen.
• Fixed invoice editing interface when no tax rules are configured.
• Added a column with phone numbers that customers called in the call history list. This can be useful if you have multiple numbers configured.
• In company Settingss, added selection of the CRM billing address to be used for generating invoice links issued on behalf of that company.
• In transaction loss reason Settingss, added selection of pipelines where each reason should be available for selection.
• Added a "CRM" tab to the cheat sheet available when editing various templates.
• Optimized export of a large number of contacts.
• Fixed bulk actions on transaction lists when multiple transactions are selected using the Shift key.
• Eliminated display of CSS style rules from news email content visible in the Web-systems.pro event channel.
• Fixed advanced buyer search in the Shopy-Script app by number of orders.
• Improved integration with the Shopy-Script app:
• When creating a new invoice for a transaction related to a Shopy-Script app order, the draft invoice items now reflect discounts applied to the order.
• Fixed display of a long list of storefronts in CRM Settingss for integration with the Shopy-Script app.
• Fixed availability of the "Browse buyers with CRM" button in the Buyers section of the Shopy-Script app Control Panel.
• Fixed availability of the link for creating and viewing a transaction related to a Shopy-Script app order when the user does not have proper CRM access.
• Fixed display of the Shopy-Script app icon on the transaction page related to an order when Web-systems.pro is installed in a website subfolder.

1.4.8.363 June 10, 2020

• Improved security system.

1.4.7.361 May 19, 2020

• New features
• Configure matching between international dialing code and country code in phone numbers for sending news SMS. For the Russian Federation, you must enter international dialing code 8 and country code +7 in the "Settings → SMS" section.
• Saving customer correspondence after deleting a transaction.
• Bug fixes
• Added an extra blank news source in Settingss.
• Incorrect display of transaction custom field of type "radio" when editing on the transaction view page.

1.4.6.355 April 10, 2020

• New features
• Mass actions with multiple selected correspondences in the "News" section: detach from transaction, mark as read, mark as unread, delete correspondence.
• Mass actions with offers are now available for users with limited access rights.
• Quick value change in the transaction options block on the transaction page without navigating to the transaction edit page.
• Option to make transaction custom fields mandatory to fill in — in Settings funnel steps.
• Ability to filter transactions by values of selected custom fields in Settings path steps.
• Filter transaction reports by tags and custom field values.
• Display transaction source on the transaction view page and on the transaction list.
• Mark outgoing news as unread if written by another user.
• Select a company in notification settings for events related to payment invoices. This allows configuring different notifications sent on behalf of different companies.
• Email address input field available when creating a contact company.
• Bug fixes
• Automatic contact merging by phone number in certain cases.
• Preservation of transaction loss reason when closing a transaction, if the transaction is linked to an order from the Shopy-Script app.
• Show name of remote contact in system events ribbon.
• Availability of field for entering alternative recipient address when editing email notification settings.

1.4.5.315 November 15, 2019

• Support for new features added to the Shopy-Script app in version 8.6.
• Marking transactions related to paid orders from the Shopy-Script app when browsing the offers list.
• Fixed a bug in the "Accounts" section after removing the user who created the account.
• Fixed creation of the list of available senders when editing an email notification.
• Fixed selection of user groups as responsible in Settings transaction source steps.
• Fixed saving registered customer's password during contact merging.

1.4.4.305 September 23, 2019

• Fixed handling of shipping plugins that retrieve shipping information via AJAX for transactions related to orders from the Shopy-Script app.
• Fixed checking of Shopy-Script app version on the transaction page linked to an order.
• Fixed page drag issue that shows the social network client dialog.

1.4.3.301 September 17, 2019

• Fixed bugs in interaction with different versions of the Shopy-Script app.

1.4.2.293 August 15, 2019

• Ability to choose among multiple providers for push notifications about incoming connections. Added PushCrew provider support as an alternative to OneSignal.
• Customization of update indicator for the app icon in the main Web-systems.pro menu. The indicator can show:
• new news;
• availability of new offers;
• presence of pending reminders.
• Integration with Shopy-Script app orders:
• Automatic transaction creation for orders created by Administrator in a side store without selecting a storefront website.
• CRM transaction access rights now apply to linked orders. If a user has access rights to a transaction, they can also view the order associated with that transaction - even if the user does not have access rights to the entire Orders section in the Shopy-Script app.
• Ability to create an order linked to a transaction without leaving the CRM transaction page.
• Ability to edit an order linked to a transaction without leaving the transaction page.
• Order action history linked to a transaction is visible on the CRM transaction page.
• Ability to send an SMS news to a single customer.
• New types of access rights: for calls, news and correspondence.
• Enhanced transaction information viewing page.
• Ability to move customer correspondence from one transaction to another.
• Ability to hide reminder notifications.
• Improved checking of IP telephony plugin settings.
• Bug fixes:
• incorrect reporting of email news sending errors;
• interruption of listening to a phone call recording due to automatic update of the calls list;
• inability to remove a path step in which all transactions are closed;
• crashes when sending email news via public email service SMTP servers.

1.4.1.263 May 21, 2019

• Fixed minor bugs.

1.4.0.253 March 4, 2019

• Selecting custom actions with orders in Settings integration steps of the Shopy-Script app.
• Language selection when creating a contact from configured sources: forms, email inboxes, online messengers.
• Ability to select a responsible user when creating a transaction.
• Providing customer email address when creating a transaction is no longer required.
• Fixed tax calculation error during invoicing.

1.3.3.203 April 4, 2018

• Fixed minor bugs.

1.3.2.202 April 2, 2018

• Fixed minor bugs.

1.3.1.197 March 20, 2018

• Fixed minor bugs.

1.3.0.193 March 13, 2018

• Integration with IP telephony services:
• outgoing calls to customers from CRM;
• call forwarding;
• new plugins: "Mango Office", "Yandex.Telefonia", "Grawitel", "Sipuni", "Zadarma", "Zebra Telecom".
• New type of sources: "Messengers". Connecting such sources requires installing plugins.
• Plugins for connecting sources such as "Messengers": "VK", "Telegram".
• Creating new deals from incoming news in Settings sources is disabled.
• IMAP protocol support for connecting email sources. Requires installation of a free plugins.
• Possibility to set time limits for deal presence at each pipeline stage. If a deal stays longer than the established limit on a timed stage, a configured notification for this event will be sent.
• New events for customizing notifications: deal creation, moving deal to another stage, winning deal, losing deal, reopening deal, exceeding deal time limit at a stage.
• Block incoming news from unwanted contacts. Blocking an unwanted contact in CRM causes news from that contact via any source to be ignored.
• Filtering deal list by various criteria: unread news, overdue reminders, and others.
• Adding tags to deals.

1.2.2.155 December 4, 2017

• Fixed minor bugs.

1.2.1.153 December 1, 2017

• Fixed minor bugs.

1.2.0.152 November 30, 2017

• Configurable two-way synchronization of pipeline stages with order statuses in Shopy-Script application.
• Configurable currency rate synchronization with currency settings in Shopy-Script application.
• Extended email news handling capabilities: New "News" section, ability to add CC recipients when replying to a message, forwarding news, marking as unread, notification prompt upon receiving an email news.
• Added report on paid invoices.
• Added general report on won deals across all pipelines.
• Added ability to view deal list from all pipelines — in tabular view.
• Added ability to customize additional fields for creating and editing deals.
• Added ability to receive requests via web form from existing customers.

1.1.0.130 October 11, 2017

Integration with Shopy-Script application

• Performing "fulfilled" and "delete" actions on orders automatically closes related deals created from online store orders with corresponding statuses.
• Automatically fill invoice with ordered products if the invoice deal was created from an order in Shopy-Script application.
• Live search for products from the online store catalog while filling an invoice.
• Possibility to link an online store order with a previously created deal.

Notifications

• Possibility to select recipient and sender for notifications about actions on invoices or to enter sender and recipient addresses.

Invoice

• Possibility to edit standard invoice templates and add custom templates.
• New field for entering account expiration date. After this date, the invoice is archived and becomes unavailable to the customer.

Reminder

• Personalized email notifications about tasks scheduled for today only, or for today and tomorrow.
• Individually configurable pop-up notifications about tasks approaching their due date.
• Display of creation date and time for each reminder.

Contacts

• Possibility to assign a user responsible for working with a specific contact.
• Possibility to automatically select the current user as responsible for new contacts they add.
• Possibility to perform batch actions on contacts in large image view mode, similar to table mode.

Deals

• Possibility to perform batch actions on deals in "Kanban" view mode, similar to table mode.
• Possibility to configure a personal signature for news sent to customer from the deal page.

Phone calls

• Possibility to listen to recorded calls directly in the browser-without downloading the audio file to your computer.

1.0.7.115 September 14, 2017

• Fixed minor bugs.

1.0.6.113 September 11, 2017

• Fixed minor bugs.

1.0.5.108 September 4, 2017

• Fixed minor bugs.

1.0.4.107 August 31, 2017

• Fixed minor bugs.

1.0.3.106 August 31, 2017

• First stable release.

1.0.2.95 August 1, 2017

• Fixed found bugs, including an installation issue.

July 28, 2017

• Released the first version.