Blogs
M

Mend-Orshikh

Wed Dec 11 2024

November Product Update

Welcome to the November update for Erxes SaaS! This month, our team has been focused on optimizing performance, adding new plugins, and addressing user-reported bugs. Last month, we integrated erxes with Discord, enabling all organizations using erxes to automatically receive customer requests in their erxes when they connect their erxes to Discord. Now, let's take a look at the tasks we completed in November.
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erxes & Discord integration

We are excited to announce that erxes and Discord are now integrated!
By connecting your erxes XOS to your Discord server, you unlock the following features:
Create tasks effortlessly: Tasks can be created directly from your Discord server.
View tasks as a list: You can track and manage tasks in a structured list view, ensuring better organization.
Automatic customer and company association: When customers create tasks, their company and customer details are automatically linked in erxes.
This integration simplifies collaboration within your team and enhances communication with customers, making your workflow more efficient than ever!

New features

- Automation: You can now create checklists on the cards of Sales pipeline


- Import & Export: The Inventory plugin now allows you to import stock balances of goods and materials.
- Insight: Pivot charts have been added to the Inbox and Contact sections.
- Insight: You can now mark your most important reports as Favorites and view them at the top of the list.


- Insight: The option to display data in a Table format has been added to both the Inbox and Contact sections.
- Integration: Instagram Messenger and Post Chatbot are now available for use.


- Knowledge Base: You can now set a specific time when posting information.
- MS Dynamics Integration: You can now connect and work with Microsoft Dynamics.

Improvements & fixes

- Automation plugin: Fixed the issue when clicking on Manage Properties - Property.
- Automation plugin: Fixed the issue with automation that created cards from forms.
- Automation plugin: Fixed the issue where the "Create [deals, tasks, tickets, purchases]" component didn’t show the board pipeline stage.
- Automation plugin: Fixed the issue with the "Send Email" action.
- Structure plugin: Fixed the issue when adding/removing users in Branch and saving resulted in an error.
- Transfer Feature: Transfer is now restricted to within the organization and to forwarded users only.
- Call plugin: Limited the Transfer feature to prevent transferring calls to external users.
- Call plugin: Fixed the issue where calls were shown twice.
- Call plugin: Fixed the issue where successful calls were displayed as cancelled.
- Call plugin: Fixed the issue where calls weren’t being saved.
- Facebook Chatbot: Fixed the issue where the Facebook chatbot wasn’t functioning correctly.
- Contact plugin: Fixed the issue where searching by Customer number didn’t return results.
- Contact plugin: Fixed the issue where editing in the Companies Customize section didn’t work.
- Contact plugin: Fixed the issue where Custom Properties marked as "Visible Off" were still showing.
- Contact plugin: Fixed the issue where the Call button size was inconsistent.
- Product & Service: Made child-category available as a dropdown.
- Cards Feature: Made the Cards description & Notes expandable by dragging from the bottom right corner.
- Conversation Export: Added Integration and Brand columns in the Conversation export.
- Product Import: Fixed the issue where the category wasn’t found when importing products, and created new categories when needed.
- Task, Ticket, Sales Pipeline plugins: Fixed column name issues.
- Task, Ticket, Sales Pipeline plugins: Improved the export functionality.
- Export Feature: Fixed the issue where export wasn’t downloading correctly.
- Team Inbox plugin: Fixed the issue where the most recent conversations weren’t shown first.
- Insight plugin: In chart type table, allowed the selected value to be displayed as rows or columns.
- Insight plugin: Added a filter to calculate Average First Response Time based on working hours and made Resolve Response Time calculated similarly.
- Insight plugin: Fixed the issue where selected sections weren’t being saved properly.
- Integration plugin: Fixed the issue where the Edit, Delete, and Archive buttons were missing.
- IMAP: Fixed errors in IMAP.
- Facebook Chat: Fixed the issue where replying to Facebook chats caused errors.
- Inventory plugin: Fixed the issue where fractional inventory balances weren’t displayed on the POS.
- Storypay Feature: Fixed the issue where purchases made via Storypay on the website weren’t appearing in the POS order.
- Product & Service plugin: Now allows you to duplicate already created products.
- Sales Pipeline plugin: Fixed the issue where data wasn’t visible to the right Department based on Visible Rights settings.
- Sales Pipeline plugin: Fixed the issue where pressing Enter after naming a card would refresh instead of saving.
- Sales Pipeline, Task, Ticket plugins: Tags now appear outside the card, allowing for filtering and report generation.
- Sales Pipeline plugin: Added the ability to display the description on printed documents during the workflow.
- Structure plugin: Fixed the issue where Branches were displaying incorrectly.
- Structure plugin: Fixed the issue when adding Departments.
- Structure plugin: Added the ability to set working hours in Branch and Department sections.
- Team plugin: Fixed the issue when deleting a post from the team.