Version history

CRM
Version 23.1550.0
Date update : December 1, 2023
  • Settings for the Terminal now have option to manage payment system visibility.
Version 23.1400.200
Date update : December 20, 2023
  • Fixed issue removing multiple file fields when updating via workflows.
Version 23.1400.100
Date update : November 27, 2023
  • Added new REST API for creating payments.
Version 23.1400.0
Date update : October 17, 2023
  • Fixed minor issues.
Version 23.1300.0
Date update : August 7, 2023
  • Now supporting sorting by user fields in lists with new invoices and SPAs.
  • Now supporting filter by activities in lists and CRM items Kanban.
  • Now supporting observers in contacts and companies.
  • Added option to configure time for activity deadline notification.
  • Added option to invite customers to chat.
  • Now you can send a public link to print documents in WhatsApp and SMS via Bitrix24.
  • Now you can provide limited access to email template in CRM.
  • Added details to SPA list on date when created, edited, user who edited the elements as well as item recent update times.
  • List with SPA types is now located at the separate page in the "Automation" section.
  • Added option for paging email threads in CRM entities (requires ui 23.400.0).
  • Added option to insert link to empty slots when creating an email from CRM entity (requires main 23.700.0).
  • Added option to create payment in the Terminal from a deal.
  • Added option to configure visibility and bank details field sorting.
  • Added option to search duplicates when editing existing CRM entities.
  • CRM details width now has adaptive dimensions (requires intranet 23.800.0).
  • Inventory management now can work in "Classic CRM" mode (required catalog 23.500.0).
Version 23.1250.0
Date update : August 7, 2023
  • CRM details real time updating improved.
Version 23.1200.0
Date update : July 18, 2023
  • Added file viewer to Kanban pages and CRM item lists.
  • Option to edit links to available time slots in the deal views.
  • API: option to specify activity type when creating one using REST.
Version 23.1100.100
Date update : October 11, 2023
  • Improved custom fields performance using API.
Version 23.1100.0
Date update : July 3, 2023
  • Improved product list visual UI in CRM entities.
  • Other minor fixes and improvements.
Version 23.1000.0
Date update : June 20, 2023
  • Added search and filter features to SPA list page.
  • Now supporting activity responsible user counters.
  • Added notifications for activity responsible user on approaching deadlines.
Version 23.900.200
Date update : August 23, 2023
  • Fixed issue modifying email template.
Version 23.900.100
Date update : August 11, 2023
  • Fixed issue not linking messages from the "Mail" module to CRM entities if a responsible person didn't have mailbox access.
Version 23.900.0
Date update : May 29, 2023
  • Added filter by date of recent activity to CRM entities.
Version 23.800.100
Date update : August 11, 2023
  • Fixed issue binding emails to CRM entities when responsible person does not have access to the mailbox.
Version 23.800.0
Date update : May 19, 2023
  • Improved file upload process using CRM forms.
  • Now you can limit file size in a field inside CRM forms.
  • Added option enabling daily limit for file size uploaded using CRM forms.
Version 23.700.100
Date update : June 20, 2023
  • Fixed issue creating deal-based estimates and invoices.
Version 23.700.0
Date update : April 28, 2023
  • Now using BB-codes instead of HTML in comments to CRM entities.
  • Now displaying observers in list with deals, leads and SPA.
  • Added filter for observers in SPA and invoices.
  • Improved file display in activity.
  • Added new "Attach to item" field in actions "Create CRM item/SPA".
Version 23.600.100
Date update : June 2, 2023
  • Inventory management feature is now limited at Bitrix24 free plan.
Version 23.600.50
Date update : June 14, 2023
  • Fixed issue duplicating phone numbers and emails in CRM entities with available user event handlers.
Version 23.600.0
Date update : April 19, 2023
  • Improved product list performance in a deal.
  • Optimized product catalog property list in Bitrix24 instance public section.
  • Now you can create a meeting with customer in 'Slot' deals.
  • Added timeline records as per customer actions at created meeting pages.
  • Now customer's SMS providers can be used for Slots feature.
Version 23.500.0
Date update : April 7, 2023
  • Improved duplicate search UI in CRM entity details.
Version 23.400.501
Date update : June 6, 2023
  • Fixed issue missing records in sales order history.
Version 23.400.400
Date update : April 28, 2023
  • Fixed minor issues.
Version 23.400.300
Date update : April 19, 2023
  • Fixed minor issues.
Version 23.400.200
Date update : April 19, 2023
  • Fixed minor issues.
Version 23.400.100
Date update : April 12, 2023
  • Activity counter issue fixed.
Version 23.400.0
Date update : April 4, 2023
  • Updated counter logic for scheduled activities.
Version 23.300.0
Date update : March 28, 2023
  • Improved task CRM integration.
  • Added new task activity.
  • Added new timeline records on events associated with task.
  • Updated task status system in CRM.
Version 23.200.0
Date update : March 27, 2023
  • Now supporting mobile CRM terminal and payment scenarios.
Version 23.100.0
Date update : March 2, 2023
  • Timeline comments UI improved.
  • Now a responsible user can be selected in an activity.
Version 23.0.0
Date update : January 1, 2023
  • Now supporting focus mode in SPAs and invoices.
  • Expanded list of available automation rules for invoices, quotes and orders.
  • API: added REST methods for handling configured timeline activities.
Version 22.1800.300
Date update : March 31, 2023
  • Fixed minor issues.
Version 22.1800.200
Date update : March 10, 2023
  • Service update.
Version 22.1800.100
Date update : February 27, 2023
  • Fixed issue found in counters for quotes resulting via deal conversion.
Version 22.1800.0
Date update : January 26, 2023
  • Payment blocks in timeline now use new API.
  • A new payment activity added.
Version 22.1700.0
Date update : December 17, 2022
  • Now a default region can be set for phone number field.
  • Supervisor role added to workflow documents.
  • Improved SMS timeline user interface.
  • Events for adding and deleting bindings between entities are now saved into log instead of timeline.
  • Now supporting counters in SPAs, new invoices and quotes.
  • Now supporting records on changes in deal/SPA pipelines.
  • Lists of products in entities now uses correct currency format when showing amounts.
  • Now supporting new product details form for Bitrix24 editions with CRM module.
  • Now supporting Push CRM in leads.
Version 22.1600.0
Date update : December 16, 2022
  • Automated document signing procedure initiated from a deal.
Version 22.1500.200
Date update : March 9, 2023
  • Fixed issue creating system-generated warehouse.
Version 22.1500.100
Date update : February 16, 2023
  • Fixed issue changing deal stage.
Version 22.1500.0
Date update : November 11, 2022
  • Added 'Activities' view for leads.
  • Added 'Period' view for invoices and quotes.
  • Now files can be handled in activities.
  • Now supporting Focus mode in leads, contacts, companies and quotes.
  • Now product properties in CRM entity details.
  • Now supporting total amount per stages in Kanban leads.
  • Now deals can be filtered by observer.
  • Now order automation rules can handle custom fields.
Version 22.1400.400
Date update : February 1, 2023
  • Fixed issue generating sales funnel report.
Version 22.1400.300
Date update : January 18, 2023
  • Fixed issue searching CRM entities at the top search bar with limited access permissions.
Version 22.1400.200
Date update : December 23, 2022
  • Fixed minor issues.
Version 22.1400.150
Date update : January 12, 2023
  • Duplicate search issue fixed on PHP 8.1.
Version 22.1400.100
Date update : December 15, 2022
  • Fixed issue printing redundant empty strings in .PDF file for quote print form.
Version 22.1400.0
Date update : October 24, 2022
  • Fixed issue updating field OWNER_ID when handling activities via REST crm.activity.binding* methods.
  • Other known issues fixed.
Version 22.1375.600
Date update : December 27, 2022
  • Fixed issue showing CRM section.
Version 22.1375.500
Date update : December 19, 2022
  • API: Fixed issue deals with linked contacts having null CONTACT_ID.
Version 22.1375.400
Date update : December 5, 2022
  • Fixed minor issues.
Version 22.1375.375
Date update : December 9, 2022
  • Fixed minor issues.
Version 22.1375.350
Date update : December 8, 2022
  • Fixed minor issues.
Version 22.1375.300
Date update : November 24, 2022
  • Fixed minor issues.
Version 22.1375.200
Date update : November 17, 2022
  • Company details issue fixed.
Version 22.1375.150
Date update : November 15, 2022
  • Fixed minor issues.
Version 22.1375.100
Date update : November 15, 2022
  • Counter issues fixed.
Version 22.1375.0
Date update : November 1, 2022
  • Updated timeline view in document details.
Version 22.1350.100
Date update : October 31, 2022
  • Fixed minor issues.
Version 22.1350.0
Date update : October 25, 2022
  • Counter performance improved.
Version 22.1300.200
Date update : December 5, 2022
  • Fixed minor issues.
Version 22.1300.100
Date update : December 2, 2022
  • Fixed minor issues.
Version 22.1300.0
Date update : October 19, 2022
  • Now CRM contact and companies can be used in the inventory management stock receipts.
Version 22.1200.0
Date update : September 30, 2022
  • Now supporting requisites specific for Brazil.
  • Data export optimized. User-defined sorting optimized.
  • Other minor issues fixed.
Version 22.1100.0
Date update : September 23, 2022
  • Counter logic improved: now calculating total number of activities for user, responsible for entity ID.
Version 22.1000.0
Date update : September 21, 2022
  • Updated automation rules names and descriptions for the new editor UI.
  • Known issues fixed.
Version 22.900.0
Date update : September 12, 2022
  • Now supporting new mechanism for commercial catalog access permissions.
  • Now supporting payment systems in CRM forms.
  • Now supporting filtering listed CRM forms with connected payment.
  • Now services can be processed in CRM entities.
  • Other minor issues fixed.
Version 22.800.0
Date update : September 2, 2022
  • Fixed minor issues.
Version 22.700.0
Date update : August 2, 2022
  • Now supporting payment systems in CRM forms.
  • Now supporting filtering CRM forms list with payment enabled.
  • Deal and order synchronization improved.
  • Added Company ID field in the Poland-specific details.
Version 22.600.600
Date update : November 18, 2022
  • Fixed issue generating print forms.
Version 22.600.500
Date update : November 3, 2022
  • Web forms module integration issue fixed.
Version 22.600.400
Date update : October 21, 2022
  • Fixed issue showing customer in the call timeline details.
Version 22.600.300
Date update : October 5, 2022
  • Fixed products issue when automatically copying a deal.
Version 22.600.200
Date update : August 16, 2022
  • Performance improved.
  • Table indexes updated and queries optimized.
Version 22.600.100
Date update : August 15, 2022
  • Fixed minor issues.
Version 22.600.0
Date update : July 16, 2022
  • Improved UI for print document slider.
Version 22.550.0
Date update : July 27, 2022
  • Deal and order synchronization improved.
Version 22.500.0
Date update : June 28, 2022
  • Counter performance improved.
  • Added search for details information in third-party systems.
  • "Valid until" field added to quotes.
Version 22.400.100
Date update : July 4, 2022
  • Added option to send product selections to customers.
Version 22.300.100
Date update : August 4, 2022
  • Fixed issue found when editing a deal's Kanban.
Version 22.300.0
Date update : April 14, 2022
  • API: added REST methods for managing bindings between lead and contacts.
  • Minor issues fixed.
Version 22.200.300
Date update : July 7, 2022
  • Fixed issue creating sales orders without actual orders.
Version 22.200.200
Date update : June 24, 2022
  • Fixed issue "Create CRM item" action creating an SPA without a responsible user.
Version 22.200.100
Date update : June 21, 2022
  • Fixed issue adding only first product item in the invoice issued for a deal.
  • Fixed issue showing "Bind To CRM Elements" field in the smart automation processes.
Version 22.200.0
Date update : February 25, 2022
  • CRM details now have "Stamp" and "Signature" fields.
  • Fixed issue adding comment to sales order timeline.
  • API: now supporting new API when handling contacts.
  • API: added REST methods for field config in duplicate search.
  • Performance improved.
Version 22.100.300
Date update : June 1, 2022
  • Now Product visibility field value is automatically set for products created using REST.
Version 22.100.250
Date update : June 1, 2022
  • Fixed issues creating a CRM order.
Version 22.100.200
Date update : May 26, 2022
  • Fixed "Error status" issue when moving deal to successful stage.
Version 22.100.100
Date update : March 29, 2022
  • Updated product balance and reserve display inside a deal slider.
Version 22.100.50
Date update : April 20, 2022
  • Fixed minor issues.
Version 22.100.0
Date update : February 7, 2022
  • Top menu and panel structure improved.
  • API: now supporting new API for handling leads.
  • Other minor issues fixed.
Version 21.1900.0
Date update : April 1, 2022
  • API: added REST methods for importing CRM entities.
  • API: added REST methods for handling bindings to CRM entities.
Version 21.1800.300
Date update : March 18, 2022
  • Fixed issue assigning access permissions to online store admin.
Version 21.1800.287
Date update : March 31, 2022
  • Fixed minor issues.
Version 21.1800.275
Date update : March 28, 2022
  • Fixed minor issues.
Version 21.1800.250
Date update : March 18, 2022
  • Fixed issue accessing product catalog.
Version 21.1800.200
Date update : March 17, 2022
  • Fixed issue opening new product details in several CRM entities.
Version 21.1800.100
Date update : March 4, 2022
  • Neue Komponente der Produktliste im Profil des CRM-Elemente aktiviert.
Version 21.1800.50
Date update : March 5, 2022
  • Fixed minor issues.
Version 21.1800.0
Date update : December 10, 2021
  • API: added fields MOVED_TIME and MOVED_BY_ID in deals and leads (available using REST API only).
  • API: crm.item.productrow.* REST methods now can update product item units of measurement by passing only measureCode; measureName is completed automatically.
  • Fixed issues exporting orders in Excel and .CSV.
  • Order details performance improved.
Version 21.1700.501
Date update : February 11, 2022
  • Fixed minor issues.
Version 21.1700.400
Date update : January 20, 2022
  • Fixed issue adding products with tax-included prices to a deal.
Version 21.1700.300
Date update : January 11, 2022
  • Fixed issue found in workflow settings causing Kanban items to be invisible.
Version 21.1700.200
Date update : January 10, 2022
  • Fixed issue enabling access permissions when showing permissions list in deal details.
Version 21.1700.100
Date update : December 29, 2021
  • Fixed issue creating sales order, if deal's product number exceeds the product available at the warehouse and purchase is prohibited.
Version 21.1700.0
Date update : December 3, 2021
  • Fixed minor issues.
Version 21.1500.300
Date update : December 6, 2021
  • Sales automation UI improved.
  • Other minor issues fixed.
Version 21.1500.250
Date update : December 6, 2021
  • Added setting for editing price deal independently from catalog.
Version 21.1500.200
Date update : November 30, 2021
  • Fixed minor issues.
Version 21.1500.100
Date update : November 25, 2021
  • Fixed issue found in deal reports.
  • Added setting for enabling/disabling catalog product price editing after price is updated in a deal.
Version 21.1500.0
Date update : November 13, 2021
  • Now supporting product reserving at warehouses in a deal.
  • Other minor issues fixed.
Version 21.1400.0
Date update : November 3, 2021
  • CRM form list display improved.
  • Now supporting new field "QR code for payment" for printing.
Version 21.1300.0
Date update : October 14, 2021
  • Background indexing and duplicate merging added.
  • New SPA-based invoices.
  • Legacy invoices section has been hidden (enabled in settings).
  • API: now supporting new API when handling deals.
  • API: REST-method crm.enum.ownertype now additionally returns symbolic codes for entity types.
Version 21.1100.0
Date update : September 28, 2021
  • Now SPA items can be exported.
  • Now SPAs can be searched in the account's top search bar.
  • Now SPA item can be selected by fields inside "Edit SPA item" automation rule.
  • "Create SPA" automation rule returns a new element ID.
  • Added "Read SPA item" automation rule.
Version 21.1075.100
Date update : December 23, 2021
  • CRM forms. Fixed issue retrieving data from Facebook and VK.
Version 21.1075.0
Date update : October 21, 2021
  • Now supporting Social Network module version 21.1000.0 updates.
Version 21.1050.101
Date update : November 30, 2021
  • CRM forms updated.
Version 21.1050.0
Date update : October 4, 2021
  • Service update for CRM forms in Open Channels.
Version 21.1000.0
Date update : September 7, 2021
  • Fixed minor issues.
Version 21.900.0
Date update : August 18, 2021
  • Retrieving list of entities performance improved.
Version 21.800.0
Date update : July 13, 2021
  • Now dismissed employees can be filtered.
  • Added filtering by empty/not empty parameter.
  • Now showing contact and company fields in deal list and kanban.
  • Added automation rules for handling bindings.
  • Added entity details for Poland and Columbia.
  • API: added incoming methods for handling SPA settings, pipelines and elements.
  • API: added outbound events when adding, modifying, and deleting smart processes and elements.
Version 21.700.800
Date update : October 13, 2021
  • CRM forms. Phone number first digit 8 to +7 normalization is disabled.
Version 21.700.700
Date update : September 23, 2021
  • Kanban performance improved. AJAX-queries number and server load decreased.
Version 21.700.600
Date update : September 20, 2021
  • Fixed issue duplicating update agent for website widget.
Version 21.700.500
Date update : September 20, 2021
  • Fixed issue synching CRM and online store.
Version 21.700.400
Date update : August 27, 2021
  • Fixed minor issues.
Version 21.700.300
Date update : August 16, 2021
  • Bitrix24 subscription plans service update.
Version 21.700.200
Date update : August 13, 2021
  • Bitrix24 subscription plans service update.
Version 21.700.100
Date update : August 10, 2021
  • Bitrix24 subscription plans service update.
Version 21.700.0
Date update : June 18, 2021
  • Added automation rules for handling products.
  • Added automation rules for handling SPA items.
  • Now supporting duplicate support in SPA CRM forms.
  • Now supporting iblock and lists binding to SPA.
  • Symbolic code autogeneration settings are now supported when creating CRM sections and products.
  • PHP8 compatibility improved.
  • API: product symbolic code autogeneration enabled when a product is added via REST method rest crm.product.add.
  • API: method rest crm.product.property.fields now allows getting property symbolic codes.
  • Added new events quote and SPA timelines.
  • Other minor issues fixed.
Version 21.600.100
Date update : July 27, 2021
  • Fixed issue searching invoices with empty "title" field.
Version 21.600.0
Date update : May 26, 2021
  • Now sending server events to Facebook is available.
  • Other minor issues fixed.
Version 21.500.0
Date update : May 20, 2021
  • Now list field items can be configured directly from CRM details.
  • New product filter interface.
  • Document generator now supports quotes.
  • Now TIN/OGRN search is available when binding customers to a deal.
  • PHP 8 compatibility improved.
Version 21.450.400
Date update : June 25, 2021
  • CRM forms performance issue fixed.
Version 21.450.300
Date update : June 24, 2021
  • Fixed minor issues.
Version 21.450.200
Date update : June 18, 2021
  • Scoring: model re-training period extended from 30 to 90 days.
Version 21.450.100
Date update : June 8, 2021
  • Minor improvements.
Version 21.450.0
Date update : May 19, 2021
  • Now supporting workflow designer in smart processes and quotes.
Version 21.400.0
Date update : May 11, 2021
  • Fixed minor issues.
Version 21.300.0
Date update : April 29, 2021
  • Smart Process Automation is now available.
  • Now Smart process elements are available in CRM element details “Dependencies” tab.
  • Now shows product variant fields.
Version 21.200.0
Date update : April 21, 2021
  • Added new “Without orders” mode.
Version 21.100.0
Date update : April 1, 2021
  • Now tabs sorting can be configured in CRM details (starting from kernel version 21.100.0).
  • Location module integration improved.
Version 21.50.1
Date update : April 14, 2021
  • Added "Call statistics" and "Conversation statistics" menu items on the CRM Analytics page.
Version 21.25.1
Date update : March 9, 2021
  • Minor improvements.
Version 21.0.0
Date update : March 9, 2021
  • Improved PHP 8 compatibility.
Version 20.900.0
Date update : March 11, 2021
  • Now supporting new entity selector in CRM Feed.
Version 20.800.0
Date update : March 10, 2021
  • CRM new product form service update.
Version 20.600.0
Date update : February 18, 2021
  • Fixed minor issues.
Version 20.500.500
Date update : April 8, 2021
  • Lead and deal product list: added new option "Add new items to the top" to make new items appear on the top (on) or at the bottom (off).
Version 20.500.400
Date update : April 6, 2021
  • Fixed issue where the required fields warning window showed previously completed required fields when the same kanban was used by multiple users.
  • Improved CRM kanban stability.
Version 20.500.300
Date update : April 1, 2021
  • Cleanup agent issue fixed.
Version 20.500.200
Date update : March 23, 2021
  • Sales Intelligence now can manage advertisements.
Version 20.500.100
Date update : March 23, 2021
  • Fixed issue updating product search index.
Version 20.500.0
Date update : January 21, 2021
  • Fixed minor issues.
Version 20.400.0
Date update : December 7, 2020
  • Added scheduled automatic duplicate search and merging.
  • Improved contact and company search in the deals binding interface.
  • New telephony reports.
  • Other minor issues fixed.
Version 20.300.500
Date update : March 22, 2021
  • Fixed issue a required fields issue found in CRM Kanban.
Version 20.300.400
Date update : February 28, 2021
  • Missing UI element issue fixed.
Version 20.300.300
Date update : February 27, 2021
  • File access permissions issue fixed.
Version 20.300.200
Date update : February 26, 2021
  • Now final stages are always displayed in CRM Kanban dropzone.
Version 20.300.100
Date update : February 25, 2021
  • Fixed issue printing addresses in CRM documents.
Version 20.300.0
Date update : November 3, 2020
  • Fixed minor issues.
Version 20.200.800
Date update : January 29, 2021
  • Fixed issue showing CRM form in editor.
Version 20.200.700
Date update : January 15, 2021
  • Fixed minor issues.
Version 20.200.600
Date update : January 13, 2021
  • Fixed issue missing activity field values when completing CRM forms.
Version 20.200.500
Date update : January 13, 2021
  • CRM-формы: исправлена проблема невозможности удалить одного из ответственных формы.
Version 20.200.400
Date update : December 24, 2020
  • CRM forms: field dependency issue fixed.
Version 20.200.350
Date update : December 25, 2020
  • Fixed minor issues.
Version 20.200.300
Date update : December 18, 2020
  • Fixed minor issues.
Version 20.200.200
Date update : December 7, 2020
  • Now supporting correction receipts.
Version 20.200.100
Date update : November 18, 2020
  • Fixed issues opening preconfigured CRM forms.
Version 20.200.0
Date update : October 16, 2020
  • New CRM forms without iframe. Now supporting new CRM form editor.
  • Minor Kanban issues fixed.
Version 20.100.0
Date update : October 7, 2020
  • Added ‘is required’ setting for standard Leads, Deals, Contacts and Company fields.
  • Added setting for call records playback speed.
Version 20.65.200
Date update : December 9, 2020
  • Fixed minor issues.
Version 20.65.100
Date update : December 3, 2020
  • Fixed minor issues.
Version 20.65.0
Date update : November 26, 2020
  • Minor improvements.
Version 20.50.0
Date update : November 20, 2020
  • Fixed minor issue displaying warning message in mobile app when editing CRM entities.
Version 20.5.1400
Date update : November 18, 2020
  • Fixed issue showing fields in CRM details form.
  • Fixed module installation issues.
Version 20.5.1300
Date update : November 16, 2020
  • Fixed issue showing created deal stages.
Version 20.5.1200
Date update : November 12, 2020
  • Fixed issue showing non-breaking space in currencies inside CRM forms.
Version 20.5.1100
Date update : November 11, 2020
  • Fixed install.sql issue found in table b_crm_status.
Version 20.5.1000
Date update : November 10, 2020
  • Fixed issue generating mail events when creating new orders.
Version 20.5.900
Date update : November 5, 2020
  • Fixed issue recalculating deal total when updating currency.
Version 20.5.800
Date update : October 29, 2020
  • Fixed issue searching contact and companies duplicates when filling out the CRM forms.
Version 20.5.700
Date update : October 28, 2020
  • Fixed issue showing custom fields in calendar view.
Version 20.5.600
Date update : October 27, 2020
  • Fixed issue not applying settings in Kanban details view.
  • Fixed issue showing an empty call list.
Version 20.5.500
Date update : July 24, 2020
  • API: CRM editor classes now are descendants for ui. entity editor.
  • API: added new PHP event onEntityDetailsTabsInitialized for initializing tabs for CRM entity details.
Version 20.5.475
Date update : September 24, 2020
  • Task system comments issues fixed.
Version 20.5.468
Date update : October 16, 2020
  • Fixed minor issues.
Version 20.5.462
Date update : September 30, 2020
  • Now "Receipts" tab opens in orders for portals in Ukraine.
Version 20.5.450
Date update : September 23, 2020
  • Fixed minor issues.
Version 20.5.400
Date update : July 15, 2020
  • Added option to configure view in CRM details form.
  • Sales Intelligence: Added Google Ads expenses detailing by companies, ad groups and keywords.
  • Now supporting Zoom integration.
Version 20.5.375
Date update : September 24, 2020
  • Sales Intelligence: new tags with minus sign and period character.
Version 20.5.372
Date update : September 24, 2020
  • Minor improvements.
Version 20.5.370
Date update : September 20, 2020
  • Fixed minor issues.
Version 20.5.367
Date update : September 18, 2020
  • Minor improvements.
Version 20.5.365
Date update : September 16, 2020
  • Minor improvements.
Version 20.5.360
Date update : September 14, 2020
  • Minor improvements.
Version 20.5.355
Date update : September 11, 2020
  • Minor improvements.
Version 20.5.350
Date update : September 4, 2020
  • Fixed issue in the deal timline.
Version 20.5.300
Date update : July 8, 2020
  • Improved duplicate merging algorithm. Now more than 70% duplicates merged automatically.
  • Improved group actions and deleting Kanban items mechanism.
Version 20.5.299
Date update : August 21, 2020
  • Fixed issue saving access permissions in pipelines when matching with main access permissions.
Version 20.5.298
Date update : August 21, 2020
  • Now checking sites for available CRM table full-text indexes.
Version 20.5.297
Date update : August 12, 2020
  • Fixed issue updating addresses using old company and contact address fields.
  • Fixed issue showing menu with (undefined) items when clicking on the open channel icon in leads kanban.
Version 20.5.296
Date update : August 10, 2020
  • Fixed issue removing task associated with CRM entity deleted from CRM recycle bin.
Version 20.5.293
Date update : August 2, 2020
  • Fixed issue showing menu with undefined option when clicking on open channel icon in leads kanban.
Version 20.5.287
Date update : July 30, 2020
  • Fixed issue updating incorrect entity details.
  • Fixed issue editing template for invoice print form.
Version 20.5.275
Date update : July 28, 2020
  • Fixed issue saving addresses in compatibility mode.
Version 20.5.250
Date update : July 23, 2020
  • Minor improvements.
Version 20.5.200
Date update : June 24, 2020
  • Fixed issue deleting part of product price with spacebar inside product card.
Version 20.5.175
Date update : July 17, 2020
  • Fixed issue starting automation rules when moving lead into final stage.
Version 20.5.150
Date update : July 16, 2020
  • Fixed issue showing Company field after updating kanban element.
Version 20.5.125
Date update : July 16, 2020
  • Fixed issue showing deals not associated with contact in call details.
Version 20.5.101
Date update : June 2, 2020
  • New product details slider can be enabled in deals.
  • Minor issues fixed.
Version 20.5.0
Date update : May 28, 2020
  • Added new interface for handling requisite details.
  • Added new for handling addresses.
Version 20.0.1200
Date update : 2020-26-05
  • Added configuration check for installed CRM solution preset.
  • Added time zone disabling in date/time custom fields.
  • Automatic deleting of CRM recycle bin items after 30 days.
  • Added new triggers.
  • Now CRM can be managed from solution presets.
Version 20.0.1100
Date update : May 5, 2020
  • Now custom fields visibility can be configured for individual users.
  • Upon inbound calls or emails, an activity is now bound to deals which have the contact listed as additional source.
Version 20.0.1096
Date update : June 10, 2020
  • Fixed issue enabling manual total amount calculation when copying a deal.
  • Fixed minor invoice payment processing issue.
Version 20.0.1093
Date update : June 9, 2020
  • Minor improvements.
Version 20.0.1087
Date update : June 5, 2020
  • Fixed scrolling elements on duplicate control page.
  • Fixed issue found in the report date filter.
Version 20.0.1075
Date update : June 4, 2020
  • Fixed issue showing client and products in mobile CRM details.
Version 20.0.1050
Date update : May 20, 2020
  • Fixed issue found in duplicate control for deals with zero total sum.
Version 20.0.1000
Date update : May 4, 2020
  • Fixed issues showing signature in widget.
Version 20.0.900
Date update : April 7, 2020
  • Improved receiving deal payment.
  • Other minor improvements.
Version 20.0.850
Date update : April 14, 2020
  • Minor changes.
Version 20.0.800
Date update : March 30, 2020
  • Added option to accept deal payment.
  • Minor issues fixed.
Version 20.0.749
Date update : April 10, 2020
  • Minor changes.
Version 20.0.700
Date update : February 11, 2020
  • Sales Intelligence: added reports "Top Grossing Clients" and "Individual performance".
  • Improved performance when changing counter values in the CRM Activity Stream.
  • Other minor issues fixed.
Version 20.0.696
Date update : March 16, 2020
  • Added component for "Bind To CRM Selection List" user property.
Version 20.0.694
Date update : March 30, 2020
  • Fixed minor issues.
Version 20.0.693
Date update : March 13, 2020
  • Performance improved.
Version 20.0.687
Date update : March 5, 2020
  • Fixed minor issues.
Version 20.0.675
Date update : March 4, 2020
  • Fixed minor issues.
Version 20.0.650
Date update : March 4, 2020
  • Fixed issue found in REST method crm.requisite.add.
Version 20.0.600
Date update : January 30, 2020
  • Controls for custom data fields now can be displayed in the Mobile app.
Version 20.0.550
Date update : February 21, 2020
  • Sales Intelligence: now REST methods for updating entities have utm tags; added REST method for trace deleting.
  • CRM forms: forms with new design now support field dependencies, sending events to metrics, Invisible ReCaptcha v2, javascript events.
Version 20.0.500
Date update : January 9, 2020
  • Added manual duplicate merging without preliminary automatic merging.
  • Added report UTM tag fields without grouping and calculations.
  • Now requisite details can be separated by countries and added a requisite name upload option.
  • Fixed issue resetting quote status after editing when status field is hidden.
  • Added link to a lead name in reports.
  • Fixed issue showing time in the "State registration date" requisite details when filling out via REST API.
  • Fixed issue with unfilled payment date in recurring invoices.
  • Added sales funnels for orders in CRM Analytics.
  • Fixed activities filtering in the order list.
  • Fixed issue calculating totals when printing documents from an invoice.
  • Fixed incorrect total tax amounts in CRM documents.
Version 20.0.487
Date update : February 11, 2020
  • Fixed issue editing multiple slider fields at once.
Version 20.0.475
Date update : February 3, 2020
  • Service update.
Version 20.0.450
Date update : January 28, 2020
  • Fixed issue interrupting a free space scan in CRM.
  • Fixed minor CRM cleanup issue.
Version 20.0.400
Date update : January 14, 2020
  • Added export/import for custom fields, statuses, deal pipelines, CRM solution presents menus.
Version 20.0.387
Date update : January 25, 2020
  • Fixed CRM slider issue found when the documentgenerator module is not installed.
  • Fixed issue showing timeline in CRM slider when file public links are disabled.
Version 20.0.375
Date update : January 13, 2020
  • Bitrix24 account access issue fixed.
Version 20.0.350
Date update : December 26, 2019
  • Fixed issue accessing and merging duplicates.
Version 20.0.300
Date update : November 19, 2019
  • Added function to merge deals and leads featuring interactive conflict resolution.
  • New user interface for duplicate control including interactive conflict resolution.
Version 20.0.299
Date update : December 11, 2019
  • Fixed minor account access issue.
Version 20.0.298
Date update : December 10, 2019
  • Fixed issue determining Sales Intelligence source by UTM tags when filling out a CRM form.
  • Fixed issue modifying Sales Intelligence source in CRM documents.
Version 20.0.296
Date update : November 19, 2019
  • Fixed issue recording phone numbers and emails into the duplicate index when restoring from CRM recycle bin.
  • Fixed filter issue found in Sales Funnel with custom field settings.
  • Fixed incorrect moving of stages to unsuccessful status in Sales Tunnels.
Version 20.0.293
Date update : November 28, 2019
  • Fixed performance issue for Bitrix24 online stores.
Version 20.0.287
Date update : November 27, 2019
  • Updated Sales Intelligence source connection settings.
Version 20.0.275
Date update : November 25, 2019
  • Fixed access permissions issue for Sales trends report in CRM Analytics.
Version 20.0.250
Date update : November 20, 2019
  • Sales intelligence: fixed issue when saving multiple hit paths and sources.
Version 20.0.225
Date update : November 22, 2019
  • Fixed issue with authorization page.
Version 20.0.200
Date update : November 18, 2019
  • Fixed issue with currency in kanban deals.
Version 20.0.100
Date update : November 14, 2019
  • Fixed issue displaying document at the invoice page.
Version 20.0.50
Date update : November 15, 2019
  • Fixed access issue occurring after saving access permissions in crm.
Version 20.0.0
Date update : November 5, 2019
  • Added Kanban display of the Online Store orders.
  • Additional filter fields by orders are added to the Online Store.
  • Additional fields are added to the edit form and order list.
Version 19.0.500
Date update : October 31, 2019
  • Sales Intelligence: now showing all sources that forwarded a client to CRM.
  • Sales Intelligence: multiple connections for ad accounts in Google Ads, Instagram, Facebook.
  • Sales Intelligence: option to set several utm_source tags, phone numbers and email for a single source.
Version 19.0.450
Date update : November 13, 2019
  • AI scoring: account regional restrictions removed.
Version 19.0.400
Date update : October 18, 2019
  • Activity created for inbound calls, e-mails and other events now binds to all open deals, leads and orders.
Version 19.0.350
Date update : October 29, 2019
  • Fixed access issue when saving CRM permissions.
Version 19.0.300
Date update : August 8, 2019
  • Now deals and leads without conflicts can be merged.
  • Now time zones are factored in when calculating "Without activities" counter.
  • Analytical Reports: "Sales trends" report redesigned.
  • Fixed issue with missing workflows when converting quotes into deals.
  • Fixed issue processing completed tasks when merging duplicates.
  • Fixed issue showing "Responsible" field in filter of sales funnel.
  • Fixed issue setting "Telephone" and "E-mail" fields when restoring lead, contact or company from recycle bin.
  • Fixed issue with inline editing of user fields.
  • Fixed issues showing "Cancel" button in the section editing mode.
  • Fixed issue creating deal in the first stage and a lead in the first status when access permissions are unavailable.
  • Optimized memory usage and improved access speed for product list component.
Version 19.0.297
Date update : September 26, 2019
  • Updated CRM forms design.
Version 19.0.295
Date update : September 13, 2019
  • Updated CRM forms.
Version 19.0.292
Date update : September 23, 2019
  • Fixed issue processing inline attachments in emails.
Version 19.0.290
Date update : September 10, 2019
  • Fixed various issues when admin CRM cloud-based accounts were temporarily disabled.
Version 19.0.289
Date update : September 5, 2019
  • Fixed issue with incorrect activity creation date in the timeline.
Version 19.0.288
Date update : September 3, 2019
  • Service update.
Version 19.0.275
Date update : August 28, 2019
  • Minor changes.
Version 19.0.250
Date update : August 8, 2019
  • Service update.
Version 19.0.200
Date update : August 1, 2019
  • Added scoring for leads and deals.
Version 19.0.100
Date update : July 24, 2019
  • Fixed minor issues found in analytic reports and sales tunnels.
Version 19.0.50
Date update : June 25, 2019
  • CRM entity selector issues fixed.
Version 19.0.0
Date update : June 24, 2019
  • Attention! Starting from this update, the option "Use slider in CRM records for viewing and editing" is activated by default (Settings->Other->Other Settings).
  • "Sales Intelligence" field is now processed when restoring a lead, contact, company and deal from recycle bin.
  • Now supporting the search by task name in timeline filter.
  • Now a workflow can be started when converting lead into existing company or contact.
  • Now deal pipeline stages can be showed in a deal pop-up window.
  • Now the "Source" field revision history can be registered in deals.
  • Now product properties are checked before created.
  • Now failed leads can be switched to repeat leads.
  • Now products binded to deals, invoices, quotes, leads cannot be deleted (option blocked at the API level).
  • Now the field "Converted" in lead filter is renamed to "Closed".
  • Now the contact filter searches the "Company name" field in all binded companies.
  • Kanban: Added option to configure fields of slider panel and quick form.
  • Kanban: other minor issues fixed.
  • Fixed issue processing the default values of "Yes/No" fields in the page details editor.
  • Fixed issue rounding up total amount in the page details editor for "Products" block.
  • Fixed issue filtering by today’s activities in the deal list.
  • Fixed vertical scrolling issue found in certain conditions when opening slider panel.
  • Fixed issue incorrectly showing list of leads when sorting by an address.
  • Fixed excessive encoding for total amounts in the "Sales Funnel" report.
  • Fixed issue checking fields "Contact" and "Company" when importing deals.
  • Fixed issue searching leads, deals and companies by names consisting of numeric symbols.
  • Fixed issue importing the "File" multiple value fields.
  • REST API: fixed missing field STORAGE_ELEMENT_IDS in the method crm.activity.list.
  • REST API: added fields DATE_CREATE, TIMESTAMP_X, CREATED_BY and MODIFIED_BY for products.
  • Now the ui.selector control is used for CRM entity selectors.
  • Fixed incorrect calculating invoice totals in deal slider panel.
  • Fixed issue losing product section when updating via import.
  • Fixed issue failing to include currency in report filter with "not equal" selection for the "money" custom field.
  • Reduced memory consumption in the product select dialog and the product list.
  • CRM entities: quotes now have fields of binded contacts.
  • CRM entities: invoice now have fields of initial new deal.
  • CRM entities: added option to insert the "Binding to the CRM entities" multiple value custom fields.
  • Added "Sales Tunnels" in CRM deals.
Version 18.7.845
Date update : July 31, 2019
  • Service update.
Version 18.7.840
Date update : July 29, 2019
  • Service update.
Version 18.7.835
Date update : July 19, 2019
  • Service update.
Version 18.7.830
Date update : June 28, 2019
  • Service update.
Version 18.7.825
Date update : June 28, 2019
  • Service update.
Version 18.7.750
Date update : June 24, 2019
  • Added binding between deals and orders in CRM.
  • Added option to create new deal from an order.
Version 18.7.500
Date update : May 31, 2019
  • Minor improvements.
Version 18.7.487
Date update : June 3, 2019
  • Service update.
Version 18.7.475
Date update : June 5, 2019
  • Sales Intelligence: added REST method crm.tracking.trace.add to save the trace parameter.
Version 18.7.450
Date update : May 29, 2019
  • Fixed issue when deal stage cannot be deleted in settings.
Version 18.7.400
Date update : May 16, 2019
  • Fixed minor issues.
Version 18.7.375
Date update : May 28, 2019
  • Fixed minor issues found when creating recurring invoices and deals.
Version 18.7.350
Date update : May 20, 2019
  • Service update.
Version 18.7.300
Date update : May 7, 2019
  • Service update.
Version 18.7.200
Date update : March 21, 2019
  • Added timeline filters to the lead, deal, contact and company profile forms.
  • CRM entities can now manage the visibility of multiple values in custom fields.
  • CRM entities can now get values from a list of products, deal contacts or taxes.
  • Added new CRM entity fields: contact for company, company for contact, leads for company, contact, deal and quotes.
  • REST methods now support repeat deals and recurring invoices.
  • REST methods now support events for timeline comments in the lead, contact, company and deal forms.
  • Added new REST method crm.settings.mode.get - gets current CRM mode.
  • Added new REST method crm.enum.settings.mode - gets CRM mode descriptions.
  • Fixed issue not passing the Address field multiple values to CRM entities.
  • Fixed issue that could make the phone recording playback button inactive in Safari.
  • Fixed issue not saving files to quotes.
  • Fixed issue not saving sections names in detail forms.
  • Added product copy function.
  • Fixed issue showing redundant details in the company and contact view panes.
  • Fixed issue showing redundant values in the report filters involving the Bind to CRM items option.
  • Fixed issue not showing error text for the OnBeforeCrmInvoiceDelete event.
Version 18.7.150
Date update : April 13, 2019
  • Sales Intelligence deals processing improved.
Version 18.7.125
Date update : April 20, 2019
  • Sales Intelligence: added tracking of deals, leads, contacts, companies and quotes created via REST.
  • Sales Intelligence: added option to connect several sites.
  • Sales Intelligence: added tracking settings for deals generated from online store orders.
  • Sales Intelligence: CRM forms now tracks customer journey mapping on a site without widget.
  • Sales Intelligence: call tracking now indicates calls made to specific phone numbers.
Version 18.7.112
Date update : April 23, 2019
  • New entities counter component optimized.
  • Address updating SQL queries optimized.
Version 18.7.100
Date update : February 28, 2019
  • Minor fixes and improvements.
Version 18.7.75
Date update : March 12, 2019
  • Now Call list activity supports recycle bin.
  • Now Document Generator integration supports recycle bin.
Version 18.7.71
Date update : March 19, 2019
  • Added Sales Intelligence.
Version 18.7.68
Date update : March 7, 2019
  • Fixed comment editing issues in CRM slider panel.
Version 18.7.62
Date update : March 5, 2019
  • Sales intelligence: ad views number is now added into the report.
  • Sales intelligence: source is now indicated for entities created from open channels.
  • Sales intelligence: created sources now can be archived.
  • Sales intelligence: added diagram zoom.
Version 18.7.50
Date update : February 28, 2019
  • Added an option to recover deleted activities.
  • Files owned by objects in the Recycle Bin are now registered.
Version 18.7.12
Date update : February 16, 2019
  • Now bindings to activities are saved when leads, contacts, companies or deals are deleted into the Recycle Bin.
Version 18.7.11
Date update : December 12, 2018
  • Now deleted leads, contacts, companies and deals can be restored.
  • Added full text search for invoices.
  • Fixed CRM document editing issue when selecting company or details from list.
Version 18.7.10
Date update : November 27, 2018
  • Fixed minor issues.
Version 18.7.9
Date update : November 27, 2018
  • Minor fixes and improvements.
Version 18.7.8
Date update : December 21, 2018
  • Fixed minor issues.
Version 18.7.7
Date update : December 25, 2018
  • Service update.
Version 18.7.6
Date update : December 20, 2018
  • Fixed minor issues.
Version 18.7.5
Date update : November 27, 2018
  • Added "Observer" field to leads and deals.
  • Leads and deals can now create chats.
  • Bulk delete for leads, contacts, companies and deals is now wizard-style.
  • Lead, contact, company and deal history is now deleted in the background.
  • CRM forms updated to support resource booking custom field.
  • Added REST methods for recurring deals and invoices.
  • Fixed issue when searching contacts by first and second names.
  • Fixed sporadic issue when creating a list of leads, contacts, companies or quotes.
  • Fixed issue when passing a list value when converting a lead.
  • Fixed issue when exporting "Source" deal field to CSV.
  • CRM document automation rule and activity now support document field management.
  • Bitrix24 Store can now import products from Instagram.
Version 18.7.4
Date update : November 12, 2018
  • CRM forms: forms without site widgets now also save visited pages to activity.
Version 18.7.3
Date update : November 2, 2018
  • Fixed issue occuring when creating invoices.
Version 18.7.2
Date update : November 1, 2018
  • CRM forms: added a new option "Don't create a new deal, use existing one instead".
Version 18.7.1
Date update : October 27, 2018
  • Service update.
Version 18.7.0
Date update : October 26, 2018
  • Added leadless mode: "Simple CRM".
  • Fixed issue when sorting a report by "Deal stage" field.
  • CRM forms: fixed issue with invoice status.
  • CRM forms: fixed issue with fields drag’n’drop in Safari browser.
Version 18.6.1
Date update : October 9, 2018
  • Fixed issue when showing the "Manager Sales"widget in demo view.
  • Fixed data rendering issue in the client base growth widget.
  • Added REST methods to create documents: crm.documentgenerator.*.
  • Improved custom field and product property processing in CRM documents.
  • Changed access roles created when installing the module.
  • Changed the default color themes for deal stages, lead statuses and quote statuses.
  • Added a group action to the invoice list: "Update report data".
  • Initial deal stage can now be selected without the "For all funnels" options in the conditionally required field settings.
  • Fixed issue incorrectly processing task links.
  • Fixed issue losing deal to contact/company link.
  • Fixed issue disabling Save buttons in the legacy form.
  • Fixed issue making group action toolbar unavailable in the activity list.
  • Fixed issue when showing a hidden contact's ID in the new company form.
  • Fixed incorrect record count issue when getting a list via the REST API.
  • Fixed issue applying filters in analytical reports.
  • Fixed issue not updating deal details when changing a client in the new deal form.
  • Access permissions for order entity are now more flexible.
  • Fixed issue where incoming messages created by the order form were not visible in the timeline.
Version 18.6.0
Date update : October 8, 2018
  • Added export wizard for leads, deals, invoices and quotes.
  • Exported file can be uploaded to the cloud.
  • Fixed issue where export permission was not assigned to contacts.
Version 18.5.9
Date update : October 25, 2018
  • Fixed minor issues.
Version 18.5.8
Date update : October 25, 2018
  • Fixed invoice related issue.
Version 18.5.7
Date update : October 24, 2018
  • Fixed minor issues.
Version 18.5.6
Date update : October 24, 2018
  • Fixed issue with drop-down list when editing documents in CRM.
Version 18.5.5
Date update : October 17, 2018
  • Fixed minor CRM Cleanup issue.
Version 18.5.4
Date update : October 4, 2018
  • Fixed issues found in the conditionally required field editors.
  • Fixed issues when processing conditionally required fields on the legacy lead and deal view forms.
  • Fixed issue when processing "Bind to employee" custom field on the legacy forms.
  • Fixed details select related issues.
  • Added new REST methods to handle CRM documents.
  • Kanban: visual improvements.
Version 18.5.3
Date update : October 4, 2018
  • Service update.
Version 18.5.2
Date update : October 2, 2018
  • Online store groups are now created when installing the module.
Version 18.5.1
Date update : September 18, 2018
  • Service update.
Version 18.5.0
Date update : September 11, 2018
  • Support for conditionally required fields for leads and deals.
  • Added fields "Source" and "Source details" for deals.
  • New automation rules: "Cancel order", "Pay order", "Set shipment status".
  • Added automation rule triggers: "Delivery approved", "Shipment", "Order canceled".
  • Added order fields for use with automation rules: Site (text), Customer(text), Store Name, Store Url.
  • Items in the linked lists can now be synchronized.
  • Entity forms can now switch between personal and common preferences.
  • Search index now includes custom fields.
  • Repeat leads are now highlighted in the links.
  • Kanban: added quick create function for leads and deals.
  • Kanban: added group actions.
  • Kanban: the first column now shows promo blocks.
  • Kanban: added drop zone to delete entities.
  • Kanban: added Automation Rules button.
  • Kanban: Lost and Won stages are now switched.
Version 18.1.41
Date update : September 10, 2018
  • The option "Show filter for this property" is now available for properties previously used in the product list filter.
Version 18.1.40
Date update : August 29, 2018
  • Module performance improved.
Version 18.1.30
Date update : August 21, 2018
  • Added new fields: "Source" and "About source".
  • Added extra shipment services.
  • Added Location-depended taxes to Documents.
  • Added group actions to the lead, company and contact lists: "Create newsletter" and "Add to segment".
  • Default details are now applied when saving a deal in the deal form.
  • Fixed issue when showing templates that utilize numbering templates in the document lists.
  • Fixed issues found in the "Manager counters" и "Chart" widgets.
  • Fixed a sporadic "Responsible person" field related issue.
  • Fixed name parsing issue when creating a contact from a deal.
  • Fixed issue when recreating an invoice in the edit form.
  • Other minor bug fixes and improvements.
Version 18.1.10
Date update : September 4, 2018
  • Added support for "E-mail" user field type.
  • Added support for signatures in emails.
  • Updated email tracker.
Version 18.1.4
Date update : September 7, 2018
  • Updated data processing routines for Document Generator module controllers.
Version 18.1.3
Date update : September 4, 2018
  • Fixed regression in CRM forms that broke Facebook Lead Ads.
Version 18.1.2
Date update : July 25, 2018
  • Fixed issue during updating an invoice.
Version 18.1.1
Date update : August 8, 2018
  • Attention! As of this update, the crm.status.add method will add a pipeline prefix to the ID when creating a deal stage.
  • Now Client field settings can be saved in CRM slider for all users.
  • Database use optimized in the "Activities" component.
  • Fixed issue when calculating the "Total" field if a period was used as thousands separator.
  • Fixed issue when showing available conversion methods when converting a repeat lead in the item details form.
  • Fixed issue when showing the to-do block in the CRM's Activity Stream.
  • Fixed issue when showing the "Chats" menu that could occur in the deal form.
  • Fixed issue when assigning a creator to a timeline event created when exchanging data with the online store.
  • Fixed issue that could make it impossible to select an item from a List custom field.
Version 18.1.0
Date update : July 4, 2018
  • Added popular cases for use with the Sales Boost.
  • Workflows can now be started when a deal's pipeline changes.
  • The lead, deal, company and contact lists can now be fitered by multiple values of the "Created by CRM form" field.
  • Fixed issue when looking for partially matching duplicates when importing companies.
  • Fixed issue when processing "Viber" field in a new entity form.
  • Fixed issue when updating the list when a deal is added to exceptions.
  • Fixed issue when saving an attached file when creating a quote for a company or contact.
  • Fixed issue when filtering deals by missing invoices.
  • Fixed sporadic issue when showing a deleted activity in the upcoming activities column.
  • Improved custom property support in CRM entities.
  • New workflow action: "Create CRM Document".
Version 18.0.9
Date update : July 31, 2018
  • Optimized load when processing create, update and delete events.
Version 18.0.8
Date update : July 25, 2018
  • Fixed issue with creating an invoice.
Version 18.0.7
Date update : July 7, 2018
  • Fixed redirect issues for website wigets and CRM forms.
  • Added additional parameter processing for website wigets and CRM forms.
Version 18.0.6
Date update : June 11, 2018
  • Service update.
Version 18.0.5
Date update : July 5, 2018
  • Fixed missing binding to contact or company in payment sysytems.
  • Fixed issue with empty product properties in the CRM documents.
Version 18.0.4
Date update : June 27, 2018
  • Updated the "Clients" field's user interface in the entity form.
Version 18.0.3
Date update : June 19, 2017
  • Minor changes.
Version 18.0.2
Date update : June 14, 2018
  • Redesigned the "Customer" field user interface in the CRM details form.
  • Added new item counters to the lead, deal, contact and company tables.
Version 18.0.1
Date update : June 14, 2018
  • Service update.
Version 18.0.0
Date update : June 6, 2018
  • Added order handling capabilities.
  • New component containing all existing document numbering templates.
  • Added numbering templates for quotes and invoices. Legacy numbering macros will be converted to the numbering templates.
  • Added printable quote documentation.
Version 17.6.12
Date update : June 1, 2018
  • Fixed issue with creating contact or company details.
Version 17.6.11
Date update : May 7, 2018
  • Added a Document Generator button.
  • My Companies now include new fields: Logo, Stamp, CEO's signature, Chief Accountant's signature.
Version 17.6.10
Date update : May 22, 2017
  • Added a new component to analyze and clean-up disk space used by the CRM.
Version 17.6.9
Date update : May 24, 2018
  • Service update.
Version 17.6.8
Date update : May 15, 2018
  • Attention! User ID is now used instead of user name when sorting by responsible person. Sorting by user name can be enabled in the portal settings (Settings > Other > Other settings > General > Enable sorting by user name).
  • Added batch lead conversion.
  • Added an undo function for converted leads.
  • Lists and Kanban boards now use the common filter API.
  • Improved CRM Slider panel sections: now fields can be added, edited and moved between sections directly without entering the edit mode.
  • UTM marks are now also migrated when converting a lead.
  • Added UTM mark data for use with workflows and automation rules.
  • Added more responsible person fields available to workflows and automation rules.
  • New automation trigger: "Message read".
  • New automation trigger: "Message link clicked".
  • New automation rule: "Copy deal".
  • New automation rule: "Create contact for lead".
  • New automation rule: "Create repeat lead".
  • New automation rule: "Add to exceptions".
  • The Timeline now shows automation rule errors.
  • New REST method family: crm.company.contact.*.
Version 17.6.6
Date update : April 23, 2018
  • Kanban: added a multiple actions bar.
  • Fixed issue of binding a CRM item when using "Create" link.
Version 17.6.5
Date update : April 6, 2018
  • Automation rules now use the Workflow module's functions.
  • Known issues fixed.
Version 17.6.3
Date update : April 11, 2018
  • Now repeat leads are created when "allow duplicates" option is enabled in CRM forms.
Version 17.6.2
Date update : April 6, 2018
  • Service update.
Version 17.6.1
Date update : March 29, 2018
  • Added repeat leads to CRM and notified CRM users about this feature.
Version 17.6.0
Date update : February 16, 2018
  • Added repeat lead support.
Version 17.5.27
Date update : February 25, 2018
  • Bitrix24 integration service update.
Version 17.5.26
Date update : March 6, 2018
  • Fixed incorrect amount in words in Ukrainian printable quote.
Version 17.5.25
Date update : February 15, 2017
  • The new entity form now supports inline field editing.
  • Fixed incorrect encoding in the quote PDF filename.
  • Fixed issue that made it impossible to download quote attachment if a quote was created by another user.
  • Fixed issue when the crm.product.property.get REST method did not return List property values.
  • Fixed issue incorrectly adding a slash character if an SKU included an apostrophe.
  • Added an Ukrainian quote form.
  • Details template preferences now included a list of optional/unused fields which makes it possible to delete these fields.
  • Added an option to delete optional/unused details template fields.
  • Fixed Kanban issue where an empty Kanban board was shown to a user with insufficient permissions.
  • Added an option to bulk change a responsible person in the Invoices list.
  • Added REST events for product properties.
  • Added REST events for units of measurement (requires catalog module ver. 17.5.12).
Version 17.5.24
Date update : February 16, 2018
  • Fixed issue when showing a list of recurring invoices to a user with unspecified permissions.
Version 17.5.23
Date update : December 28, 2017
  • Changed the order of events when converting leads in the contact, company and deal forms.
  • Added a bind-to-deal event in the contact and deal forms when converting leads.
  • Deal pipeline selector now includes a counter.
  • Kanban: visual improvements.
  • Fixed issue incorrectly selecting deals with certain filter settings.
  • Fixed issue that made it impossible to create a deal event with certain permission settings.
  • Added details export and import for companies and contacts.
  • Fixed issue when running a workflow when creating a deal using a recurring deal template.
  • Fixed issue when creating a recurring deal for a pipeline other than the base one using a template .
  • Removed recurring deal templates from the deal reports.
Version 17.5.22
Date update : January 9, 2018
  • Fixed issue when adding a timeline comment in Google Chrome.
Version 17.5.21
Date update : December 28, 2017
  • Fixed error with finding a next activity for converted CRM entities.
  • New work logic for processing emty mandatory fields in a new CRM slider pane. Sleder is not switching to Edit mode when "Yes/No" filed is not defined.
Version 17.5.20
Date update : December 5, 2017
  • Apps can now be installed from Marketplace24 exactly where they are to be embedded.
  • The new CRM entity form can now track history log entries.
  • Comments in the history log can now be edited in the new CRM entity form.
  • Activities can now be edited and deleted from history events in the new CRM entity form.
  • Now activity types can be selected after lead convertation (Settings - Other - Other settings - Activity - Auto close activities then converting leads).
  • Kanban: activities now show entity wait flags.
  • Kanban: entities can now be added to a required column.
  • Kanban: successful stage is now moved to drop zone by default. It can be brought back using the filter. Unsuccessful drop zones can be made columns in a similar way.
  • Counters are now updated in real time.
  • The "Responsible person" field is now multiple in the lead, deal, company and contact filters.
  • The "My Activities" field is now replaced with the "Activities" multiple field in the lead, deal, company and contact filters. The new field is not restricted to a current user which enables other users to filter other users' entities.
  • Automation rule triggers are now supported for Marketplace24 apps.
Version 17.5.19
Date update : November 27, 2017
  • Support for new CRM marketing features.
Version 17.5.18
Date update : November 20, 2017
  • Added a "Sales Target" widget to the start page.
  • Deal and comment links can now be moved when converting a lead to new or existing contacts, companies and deals.
  • Deal and comment links can now be moved when merging duplicates.
  • Only areas containing required fields are now available for editing in the CRM entity forms.
  • Minor issues fixed.
Version 17.5.17
Date update : November 1, 2017
  • External apps can now be embedded to the view and edit forms.
  • New activity type: "App activity".
  • Now supporting custom field types registered by external apps.
  • Fixed known email issues.
  • The "Get CRM Data" workflow action can now get the user ID in workflow format.
  • Responsible person can now be selected in view mode.
  • User permissions are now checked when selecting leads, contacts or companies in the activity edit form.
  • The lead and deal lists now show wait times.
  • Event timelines can now be copied when merging duplicates.
  • Yes/No fields that are set to "No" are now hidden in view mode.
  • Optimized permission checks when selecting a deal by the ID.
  • The module installer now activates the new entity profile page.
  • Fixed issue when adding a link when editing a comment.
  • Fixed issue occurring with certain permission configurations when creating a deal in the company or contact profile form.
  • Fixed issue occurring with certain permission configurations when editing a product item.
  • Fixed issue when opening the last page in the event log.
  • Fixed issue not copying linked contracts when creating a deal on a quote.
  • Fixed issue not updating breadcrumbs when the number of visible items changes.
  • Fixed issue with Facebook, Telegram and Viber links.
  • Fixed CSV import issue that occurred if an email address contained a non-breaking space.
  • Recurring deals are now limited on Free and Plus cloud plans.
  • Known issues fixed.
Version 17.5.16
Date update : November 3, 2017
  • Fixed issue resetting the deal amount when editing a deal in the new deal form.
Version 17.5.15
Date update : November 1, 2017
  • Fixed issue displaying buyer details instead of seller details in the Quote print form.
Version 17.5.14
Date update : October 20, 2017
  • New option to delete a lead, contact, company or deal in the details form.
  • The last stage renamed to "Close deal" in the deals form.
  • The last stage renamed to "Complete lead" in the lead status form.
  • Fixed issue when searching for a lead, contact, company or deal by a phone number containing separators.
  • Fixed issue when deleting the last product item in the deal or lead details.
  • Fixed issue displaying some currencies in the details form.
  • Fixed issue skipping an automation rule when updating the deal or lead status in the details form.
  • Fixed issue rounding float numbers to integers.
  • Fixed issue ignoring the responsible person filter in the reports when the date filter is set.
  • Fixed other known issues.
  • Fixed issue when creating a new deal in the recurring deal details form.
  • Added a payment due date parameter for recurring invoices.
Version 17.5.13
Date update : October 17, 2017
  • Fixed issue when showing tasks completed long ago.
Version 17.5.12
Date update : October 14, 2017
  • Added an address field to the lead details.
  • Added an address field to the contact details.
  • Added "Street Address" and "Legal Address" fields to the company details.
  • Quotes and invoices can now be created in the details forms.
  • Fixed issue not updating the lead details after conversion.
  • Fixed issue when showing the "Integer" custom field in lists.
  • Fixed issue when exporting the "String" and "Integer" custom fields.
  • Fixed issue when showing the "Available to everyone" field in the edit forms.
  • Fixed issue when saving details preferences for all users.
  • Fixed issue when converting a lead from the list when the details form is visible.
  • Fixed issue not checking for duplicate phone numbers in the details forms.
  • The "Image" field can now be dragged in the details forms.
Version 17.5.11
Date update : October 12, 2017
  • Attention! This update changes the value of the "callto: link format" preference. Values like "callto://" and "callto:" will be replaced with "call via Bitrix24 telephony". This is required by the new SIP connectors' interface.
Version 17.5.10
Date update : October 7, 2017
  • Service update.
Version 17.5.9
Date update : October 7, 2017
  • Service update.
Version 17.5.8
Date update : October 2, 2017
  • Service update.
Version 17.5.7
Date update : September 27, 2017
  • The slider now supports leads, contacts, companies and deals.
  • Fixed issue breaking the table part of a quote to a new page when creating a PDF file.
  • The "Money" property is now supported when importing products and in REST commands.
  • Decreased space between the "Terms and Comments" and the table part of a quote in the print form.
  • Fixed issue that made it impossible to unlink a deal from a quote.
  • Fixed issue when exporting quote comments to Microsoft Excel.
  • Fixed issue when exporting quote product items that are not linked to the catalog.
  • Fixed issue inserting an old e-mail address to the "To" field when sending a quote.
  • Details can now be viewed also with read only permission.
Version 17.5.6
Date update : September 27, 2017
  • Fixed issue filtering leads, deals and quotes by products.
  • Fixed issue filtering deals and quotes by contacts.
Version 17.5.5
Date update : September 19, 2017
  • Fixed issue losing the call list activities.
Version 17.5.4
Date update : September 5, 2017
  • Company and contact duplicate control now uses entity details.
  • This update will modify fields and rebuild table indexes. For tables containing numerous records, it is advised to execute table update requests prior to installing this update. Please refer to this page to get further instructions.
Version 17.5.3
Date update : September 5, 2017
  • Improved data re-indexing performance.
Version 17.5.2
Date update : August 29, 2017
  • Ukrainian specific feature: EDRPOU extended to accommodate for 10 characters.
Version 17.5.1
Date update : August 21, 2017
  • Minor bug fixes.
Version 17.5.0
Date update : August 4, 2017
  • Slider feature is now supported for activities.
  • Added a return visitor trigger.
  • The callback activity now shows five most recent visited pages.
  • CRM forms: added the "Number" and "Integer" field validators.
  • Changed the CRM start page.
  • Recurring deals are now supported.
Version 17.2.1
Date update : July 18, 2017
  • Added Brazilian and French invoice forms.
Version 17.2.0
Date update : June 27, 2017
  • New: SMS providers can now be easily added and supported.
  • New activity type: Outgoing SMS.
  • Contacts and companies are now supported in Send Email and Send SMS business process activities.
  • Now SmS can be send to an Employee via Send SMS business process activity.
  • Minor fixes.
Version 17.1.6
Date update : July 7, 2017
  • Minor changes.
Version 17.1.5
Date update : June 28, 2017
  • Kanban template now works with a new API library BX.Kanban. The old template has been renamed to "old". Kanban cards are now displayed and sorted correctly.
Version 17.1.4
Date update : June 28, 2017
  • The size of the BIC field has been extened to 11 chars for belorussian bank details.
Version 17.1.3
Date update : June 21, 2017
  • CRM forms: Terms confirmation settings have been extended.
  • CRM forms. Terms confiramtion settings now include a sample text for processing personal data in RU, UA regions.
Version 17.1.2
Date update : June 7, 2017
  • Fixed known issues.
Version 17.1.1
Date update : May 29, 2017
  • CRM forms: fixed issue with completed fields when viewing an activity.
  • CRM forms: fixed JavaScript issue on the form page when caching was disabled.
  • CRM forms: fixed issue that made it impossible to complete a form with zero values.
  • Added a "Move to pipeline" action to the deal lists (except for the list showing deals for all pipelines).
Version 17.1.0
Date update : May 16, 2017
  • Added the contact's salutation field to the CRM form fields.
  • The page is now not scrolled to the top when completing a CRM form on Android.
  • The CRM form completion activity can now show multiple values.
Version 17.0.23
Date update : May 5, 2017
  • Added a call list option for deals, invoices and quotes.
Version 17.0.22
Date update : May 4, 2017
  • Service update to ensure module data integrity.
Version 17.0.21
Date update : May 2, 2017
  • Fixed issue when a task was completed by a supervisor.
  • Fixed issue when downloading a file attached to a deal.
  • Fixed issue when making a call to a contact, company or lead from the task slider.
Version 17.0.20
Date update : April 5, 2017
  • Kanban: fixed user interface issues.
  • Fixed issue when using the "Bind to CRM items" field.
  • Widget: added an option to hide widgets on mobile devices.
  • Widget: multiple sources from various Open Channels can now be shown in one widget.
  • Widget: added an option to hide Open Channel's selected sources in a widget.
  • Widget: added an option to select widget language.
  • Widget: return calls can now be made using Marketplace applications.
  • Widget: added an option to disable callback request notification (in the messenger settings).
  • Widget: fixed issue that required an update of the widget code if the Kernel module option "Preserve original filenames" was checked.
  • CRM forms: an e-mail notification is now sent to a responsible person whenever a form is submitted.
  • CRM forms: reCAPTCHA now supports Polish language.
  • CRM forms: added an option to disable form submission notifications (in the messenger settings).
  • CRM forms: activity and notification titles are now more comprehensive.
  • The "Send E-mail" workflow action now supports attachments.
  • Added an option to wait on selected stages and/or statuses in "Waiting for deal stage" and "Waiting for lead status" workflow actions.
Version 17.0.19
Date update : April 7, 2017
  • Bug fixes.
Version 17.0.18
Date update : March 29, 2017
  • Minor changes.
Version 17.0.17
Date update : March 28, 2017
  • Minor changes.
Version 17.0.16
Date update : March 17, 2017
  • Configurable trigger settings for automation rules.
  • Known issues fixed.
Version 17.0.15
Date update : March 14, 2017
  • When importing contacts and companies, addresses can now be imported directly inside the company/contact details.
  • Access permission check optimized.
  • Added aggregating counter to the left menu.
Version 17.0.14
Date update : March 14, 2017
  • Service update.
Version 17.0.13
Date update : March 13, 2017
  • Lead, contact, company, deal, quote and activity lists are now set to auto rebuild search index.
Version 17.0.12
Date update : January 1, 2017
  • The lead, contact, company, deal, quote, invoice and activity lists now use new user interface.
  • Added a quick search option to the lead, contact, company, deal, quote, invoice and activity lists.
  • Added a new workflow action: "Waiting for lead status".
  • The automation rules menu now groups rules by category.
  • New automation rule: "Edit document fields".
  • New option to auto complete activities created by automation rules.
  • The "Create using source" automation rule now synchronizes document fields.
  • New automation trigger: "Visit".
  • The automation rule form now shows rule errors.
  • Kanban: fixed issue when a lead might be converted without creating entities.
  • Kanban: improved user interface.
  • Kanban: added entity autoload feature.
  • Kanban: added new filters and presets.
  • Kanban: invalid entities can now disabled.
  • Added recurring invoices.
  • Website widget: added custom images for use on the welcome screen.
  • Website widget: fixed welcome screen resize issue on some websites.
  • Website widget: fixed the "BX.style is not a function" error that appeared in developer console.
  • CRM forms: added an option to specify multiple responsible persons and track working time with respect to responsibility status change.
  • CRM forms: the forms are now adaptive; clicking the shadow or pressing ESC now closes the form.
  • CRM forms: time before redirect can now be specified by user.
  • CRM forms: fixed issue showing reCAPTCHA words in Portuguese.
  • CRM forms: fixed "Field is empty" issue that occurred when editing a form with default fields present.
  • CRM forms: fixed issue assigning default value to multiple type fields.
  • CRM forms: fixed issue with date and time fields reporting incorrect time when filled in on mobile devices.
  • CRM forms: duplicate control feature now supports "File" fields.
  • CRM forms: the new document counter is now not incremented when merging duplicates.
  • CRM forms: responsible person is now assigned when creating invoice from the form; invoice is populated with payer details instead of specifying "anonymous payer".
  • CRM forms: total amount of selected products is now correctly used as deal amount when creating a deal.
  • CRM forms: fixed issue when calculating total form amount when one of the items specified empty or zero price.
Version 17.0.11
Date update : February 3, 2017
  • Added new automation rule: "Task" (creates task activities).
  • New features in the "Create using source" automation rule: supports all kinds of conversion for leads and deals; creates a Task activity if a user response is required.
  • Added REST automation rule support.
  • New automation rule: "Send SMS".
  • Known issues fixed.
  • Quotes and invoices now support custom fields.
Version 17.0.10
Date update : January 31, 2017
  • Redesigned the Activity Stream message post form to support changes introduced by the Social Network module update.
  • Fixed Website Widget issue when fitting the welcome message dimensions on mobile devices on some sites.
  • Fixed issue showing a BX.style related error in the web console when using Website Widget.
Version 17.0.9
Date update : January 1, 2017
  • Updated the preinstalled statuses for leads, invoices and quotes.
  • Updated the preinstalled deal stages.
  • CRM Email Accounts now support ouath2 authentication for GMail and Outlook.com.
  • Added reCAPTCHA to the CRM forms.
  • The website widget is now autoupdated when Open Channels are changed.
  • The website widget's welcome message is now hidden until the next visit when closed or clicked.
  • The website widget's form, callback and chat icons now follow color specified in the widget preferences.
Version 17.0.8
Date update : December 26, 2016
  • Improved Kanban related user experience.
Version 17.0.7
Date update : December 26, 2016
  • Workflows can now be used in restricted mode.
  • Added automation rule preferences to the CRM common settings page.
Version 17.0.6
Date update : December 22, 2016
  • Website widget: added a welcome message to engage a visitor in conversation.
  • Website widget now shows all Open Channel communication channels.
  • Website widget now opens a respective form on single click if the widget contains only one icon.
  • CRM forms: phone number fields can now specify the country code.
  • CRM forms: phone number and e-mail intent (home, work etc.) is now assigned correctly.
  • CRM forms: fixed issue missing form scroll feature in the Safari browser on iPhone.
  • CRM forms: phone number field now validates the entered number.
  • CRM forms: the form settings can now specify the common pipeline.
  • CRM forms: the stage list now follows deal pipeline when configuring the standard deal stage field.
  • CRM forms: fixed issue now selecting a value in the standard list fields.
Version 17.0.5
Date update : November 28, 2016
  • Added the Byelorussian invoicing/banking details.
  • Added printable invoices for Byelorussia and Kazakhstan.
  • Printable forms can now include custom product fields.
  • Printable form columns are now sortable.
  • Fixed payment system related issues.
  • Added automation rules for leads and deals.
  • New REST method: crm.automation.trigger for automation triggers (Webhook).
  • Added new automation rules and triggers.
Version 17.0.4
Date update : December 15, 2016
  • Kanban: added sorting options; minor visual improvements.
Version 17.0.3
Date update : December 6, 2016
  • New "Website Widget" design.
Version 17.0.2
Date update : November 18, 2016
  • Added trackers for activities, leads and deals obtained from external sources.
  • Extended lead, deal, contact and company counters. Added a counter bar.
  • Added a recording of a meeting.
  • Leads, deals, invoices and quotes now support kanban. Use a toggle control in the entity list to enable kanban view.
  • All CRM entities now support linking. Linking controls can be found on a separate tab in view mode.
Version 17.0.1
Date update : November 12, 2016
  • New event for use with the "Bind to CRM entity" field.
Version 17.0.0
Date update : November 11, 2016
  • Updated the main menu design.
  • Added the company e-mail tracker.
Version 16.5.12
Date update : November 1, 2016
  • Fixed issue that might not save products in a deal in the mobile app.
  • Fixed issue not opening Live Chat in the Open Channel widget.
Version 16.5.11
Date update : October 28, 2016
  • Fixed issue skipping SKU's when copying deals, leads and quotes.
  • Fixed issue when displaying transparent logo images in the contact/company binding controls.
  • Fixed issue incorrectly saving payment system preferences.
Version 16.5.10
Date update : October 14, 2016
  • The details edit form now uses form preferences which keeps the template fields intact if they are hidden. If a user doesn’t have template edit access permission, they can only show existing hidden fields but cannot add new fields.
  • New source: "CRM form". Installed automatically when adding a contact or a lead using CRM form.
  • Entities can now keep and search by UTM parameters.
  • New filter: "Created by CRM form".
  • Website widget: now dimming the screen when opening a widget.
  • Website widget: removed redundant line in the layout; it could be visible with light color themes.
  • Website widget: JS loader now accepts custom form field values.
  • CRM forms: events sent to Google Analytics now don’t require configuration if the form runs on the website.
  • CRM forms: UTM parameters existing in the form page URL are now auto saved to the created entities.
  • CRM forms: added custom tags for preset form field values.
  • CRM forms: clicking the number of created entities in the Forms list opens the list of forms filtered by the "Created by CRM form".
  • CRM forms: added the "Hide borders" option to remove the form frame.
  • CRM forms: the activity name can now be modified.
  • CRM forms: widget form values can now be set using website data.
  • CRM forms: the edit forms now include the "Apply" and "Back to list" buttons.
  • CRM forms: removed the CRM menu from the edit forms.
  • CRM формы: the field names in the form designer now include a hint with the field and CRM entity descriptions.
  • CRM forms: a new lead, contact, company and quote are now visible by default.
  • CRM forms: a new contact's "Export" option is now enabled by default.
  • CRM forms: if a form includes only one product, it is selected in the drop-down list.
  • CRM forms: added the form load, complete and submit JS events.
  • CRM forms: each form now has a unique email event sent on form completion: CRM_WEB_FORM_FILLED_formid.
  • CRM forms: the form URL is now independent of the form title.
Version 16.5.9
Date update : September 15, 2016
  • Multiple addresses can now be displayed in deals, quotes and invoices.
  • Added REST methods for units of measurements.
  • Entity details are now displayed in the company and contact lists.
  • Added basic details templates for companies and contacts.
  • Analytical reports now support exchange rates less than 0.01.
  • Custom fields created in the edit forms can now be synchronized before converting a lead.
  • Added e-mail conversation log to the activity view.
  • The List custom field again supports the "List Height" parameter in the edit forms.
  • The number or statuses that can be processed when calculating abandoned leads is now infinite.
  • Reduced requests when building funnels in analytical reports.
  • Fixed issues when checking deal read and update permissions if a pipeline is other than default.
  • Fixed issue duplicating the deal initial stage in the analytical report funnel.
  • Fixed issue duplicating the result of the crm.deal.list REST method under certain access permission configuration.
  • Fixed issue that made it impossible to reset "Date" field value using REST API.
  • Fixed sporadic issue when initializing HTML editor in the e-mail edit form.
  • Fixed issue skipping files when deleting an activity.
  • Fixed issue calculating the amounts of won and lost deals in pipeline reports.
  • Fixed issue selecting the invoice status when there was no sufficient permissions.
  • Fixed issue registering in the report completed activities that had no completed-on date.
  • Fixed issue when grouping deals by date in the reports.
  • Fixed issue when adding signatures and stamps when creating a PDF quote.
  • Fixed issue binding activities to deals in CRM e-mail accounts.
Version 16.5.8
Date update : September 15, 2016
  • Now supporting the chat and callback form widget on third-party sites.
Version 16.5.7
Date update : September 12, 2016
  • Added analytical reports for contacts and companies.
  • Pipeline can be specified when converting a lead to a deal.
  • Pipeline can be specified when creating a deal based on quote.
  • Workflows now support pipelines. Deal pipeline can be specified only when creating a deal.
  • Deal workflows now support multiple contacts.
  • Contact workflows now support multiple companies.
  • Default deal pipeline name can now be changed.
  • The default "Not selected" item in the user field type "List" now can be renamed through the "Use caption when value is empty" option in the list settings.
  • The group action "Set stage" is now back in the deal list.
  • A "Create Company" workflow action now creates details using legacy fields "Physical address" and "Legal address".
  • Default pipeline is now hidden from the pipelines bar until there is at least one custom pipeline.
  • Restored backward compatibility when updating the "Contact" (CONTACT_ID) deal field.
  • Restored backward compatibility when updating the "Company" (COMPANY_ID) contact field.
  • Fixed issue occurring with certain access permissions when displaying the custom pipeline deal view form .
  • Fixed issue not deleting history event files when deleting an entity.
  • Fixed issue assigning owner to the activity delete event.
  • Fixed other minor issues.
Version 16.5.6
Date update : September 5, 2016
  • REST events now support invoices (onCrmInvoiceAdd, onCrmInvoiceUpdate and onCrmInvoiceDelete).
Version 16.5.5
Date update : August 9, 2016
  • Added analytical reports for companies and contacts.
  • Known issues fixed.
Version 16.5.4
Date update : August 5, 2016
  • Service update.
Version 16.5.3
Date update : August 4, 2016
  • Service update.
Version 16.5.2
Date update : July 20, 2016
  • All the reporting widgets now support deal pipline filters (previously implemented only in the "Funnel" widget).
  • The number reporting widget now rounds values to two decimal points rather than to integer part.
  • Analytical deal reports now include a page that can auto filter items by current pipline.
  • Lead workflows now include a "Available to anyone" field.
  • Company workflows now include a "Logo" field.
  • Fixed issue overwriting the XML_ID field value in the list items when editing a "List" custom field.
  • Fixed issue that broke contact linkage when merging duplicate companies.
  • Fixed issue skipping "File" custom multiple fields when copying leads, contacts, companies or deals.
  • Fixed issue that might broke linkage between contacts, deals and quotes.
  • Fixed issue that might sometimes display incorrect results when filtering a lead list by "Converted" field.
  • Fixed issue that might sometimes omit a message that needed to be quoted when replying.
Version 16.5.1
Date update : July 4, 2016
  • CRM contacts are now supported as e-mail users.
  • Responsible persons can now access activities in CRM Activity Stream irrespective of their access permissions for entities linked to those activities.
  • Fixed minor known issues.
Version 16.5.0
Date update : June 27, 2016
  • Implemented deal pipelines.
  • Field names in the view form's top bar are again dependent on their names in the edit form.
  • Custom error messages are now supported when processing OnBeforeDelete events.
  • Deal stage is now reset to the initial when cloning a deal.
  • Contact and company phone and e-mail are now hidden if a user doesn't have access permission.
  • Fixed error creating an empty response in the crm.status.list method (an empty error was returned instead).
  • Fixed issue when opening quotes attached to an e-mail on OS X.
  • Fixed issue that made deleting a comment impossible when converting a lead to a contact or company.
  • Fixed issue not linking a deal to a contact when converting lead using "Deal + Contact" method.
  • Fixed issue not linking a quote to a contact if the quote was created based on this contact.
  • Fixed issue not sorting data by deal stage and lead status when exporting.
  • Fixed other minor issues.
Version 16.3.5
Date update : July 13, 2016
  • Minor fixes and improvements.
Version 16.3.2
Date update : July 5, 2016
  • This is a service update.
Version 16.3.1
Date update : June 20, 2016
  • Added two standard CRM forms: Feedback and Contact Information.
  • Added business processes for use with documents created with CRM forms.
  • Added new activity notifications to be sent to a responsible person.
  • Fixed issues found in CRM form duplicate tracking mechanism.
  • Fixed various issues found in CRM forms.
Version 16.3.0
Date update : June 20, 2016
  • Updated the mobile crm.
  • Added an email tracker.
Version 16.2.8
Date update : June 20, 2016
  • Service update.
Version 16.2.7
Date update : June 15, 2016
  • Added a payment method converter for company and payment details.
  • Known issues fixed.
Version 16.2.6
Date update : June 14, 2016
  • Fixed known issued.
Version 16.2.5
Date update : June 11, 2016
  • Service update.
Version 16.2.4
Date update : June 10, 2016
  • Service update.
Version 16.2.3
Date update : June 10, 2016
  • This is a service update.
Version 16.2.2
Date update : June 8, 2016
  • Introduced CRM forms.
  • Introduced online invoices.
  • Added new activities (Activity Stream message, CRM web forms, external source).
  • Activity planner UI redesigned.
Version 16.2.1
Date update : May 31, 2016
  • Added a "seller" flag to the company properties.
  • Added an option to select a seller and seller details in quotes and invoices.
  • Added an option to select seller details in the payment method preferences.
  • Fixed known issued.
Version 16.2.0
Date update : May 23, 2016
  • A contact can now assigned multiple companies.
  • A quote and a deal can now be assigned multiple contacts.
  • Calendar task deletion event is now logged.
  • The deal and quote edit forms now have a "Client" field to select from companies and contacts.
  • The invoice edit form now has a "Contractor" field to select from companies and contacts.
  • Fixed issue when displaying the "Link to employee" custom field in the lead, contact, company, deal and quote edit forms.
  • Fixed issue when displaying the "Date" custom field in the sales funnel filter.
Version 16.1.10
Date update : May 6, 2016
  • The contact and company lists now show an option to filter by entity details.
  • Previously set details are now displayed in the quote view form if a quote is not linked to either a contact or a company.
  • Fixed issue incorrectly saving payment preferences after converting contact and/or company details.
  • Fixed issue found on the quote print forms.
Version 16.1.9
Date update : April 29, 2016
  • This service update changes the layout of addresses in the contact and company edit forms.
Version 16.1.8
Date update : April 21, 2016
  • The entity deletion events are now logged (Settings > Other > History > Record deletion events).
  • List address filters optimized (essential for databases containing over 100.000 records).
  • Fixed the "crm.activity.list" REST method issue when querying for attached files.
  • Fixed issues occurring under certain conditions in the quick access bar and list when closing a deal.
  • Fixed issue showing invoice status in Activity Stream.
  • Fixed issue when filtering the activity list by client in the view form.
  • Fixed issue when filtering the activity list in the view form in Internet Exporer.
  • Fixed issue when navigating to the last page in the activity list in the view form.
  • Fixed issue saving the all-users preferences in the lead view form.
  • Fixed issue saving the required field binding in the workflow activity settings.
  • Fixed issue importing contacts from the TheBat's vcf files.
  • Fixed issue renaming deals when importing from the e-store.
  • Fixed other known issues.
Version 16.1.7
Date update : March 24, 2016
  • Fixed issue when creating a payer type in Bitrix24 after installing previous updates.
Version 16.1.6
Date update : March 18, 2016
  • Fixed missing invoice/quote print handler issue.
Version 16.1.5
Date update : March 14, 2016
  • A real person's e-mail can now be added when sending an invoice.
  • Invoice and quote print handler language is now derived correctly when creating a default payment method.
  • Fixed issue when editing a paid order.
  • Fixed issue losing details binding when updating an invoice.
  • Fixed issue timing out a quote print job.
  • Fixed other minor issues.
Version 16.1.4
Date update : March 11, 2016
  • Fixed known minor issues.
Version 16.1.2
Date update : March 10, 2016
  • Added the entity details templates.
  • Minor changes.
Version 16.1.1
Date update : March 4, 2016
  • Fixed issue when creating a contact or company based on other entities.
  • Fixed issue losing a selected contact when editing an invoice.
  • Fixed other minor issues.
Version 16.1.0
Date update : February 26, 2016
  • Attention! Changed the crm.status.delete REST method algorithm. The method now returns error when attempting to delete a system status: 'CRM System Status can be deleted only if parameter FORCED is specified and equal to "Y"'. To delete a system status anyway, the "FORCED" parameter must now be specified.
  • Added company/contact details templates. There are a few preset templates; a user can create custom templates of their own (Settings > Contact details templates).
  • Now supporting custom colors for deal stages in sales funnel.
  • Added the "last page" navigation link to the lead, contact, company, deal and quote pages.
  • Added "Date" custom field support.
  • Restored the display of custom field names in the top toolbar of the lead, contact, company and deal view forms.
  • Fixed issue when saving SKU's when creating invoice on deal. The issue arose when calling the crm.invoice.get REST method returning a zero ID for all products.
  • Fixed issue when checking permission which might sometimes show a list of deals or leads to an unauthorized user (although it was impossible to view or edit a particular item).
  • Fixed issue ignoring the analytical report filter when exporting deals and leads.
  • Fixed issue when showing HTTPS links in the "Site" fields.
Version 16.0.8
Date update : February 10, 2016
  • Added new REST methods to handle quotes.
Version 16.0.7
Date update : December 15, 2015
  • Attention! The deal, quote and invoice edit forms now redirect a user to a respective form when creating a contact or company instead of opening a dialog box.
  • Contact workflows can now use the "Include in export" field.
  • Fixed issue generating incorrect amount when creating a quote based on deal.
  • Fixed issue when processing e-mail message template when replying to lead related messages from a contact or company.
  • Improved the error reporting in invoice related REST methods.
Version 16.0.6
Date update : December 29, 2015
  • Minor changes.
Version 16.0.5
Date update : December 7, 2015
  • Attention! The "Keep tasks when deleting leads, contacts, deals or companies" option ("Settings"->"Other"->"Activity") is now checked by default.
  • Added an "Assign responsible person" group action to the activities list.
  • When a contact, company or deal is created based on lead, empty custom fields are now initialized.
  • When a quote or invoice is created based on deal, empty custom fields are now initialized.
  • When a deal or invoice is created based on quote, empty custom fields are now initialized.
  • Company and contact can now be selected when converting a lead. The lead fields are then merged with the fields of the selected items.
  • The filters now support the "Date" data type.
  • Rating reports no longer control permissions for numeric and percent values.
  • Fixed issue not preserving the activities page address in the items view form.
  • Fixed issue when merging product SKU's when creating an invoice or quote based on deal.
  • Fixed issue missing the converted lead ID in a workflow launched after creating a deal.
  • Fixed issue when adding a comment in the CRM Activity Stream message view form.
Version 16.0.4
Date update : December 1, 2015
  • Optimized the resetting of activity preferences when updating contact fields.
  • Fixed issue crashing the Lists components when providing fake parameters to the analytical report filter.
Version 16.0.3
Date update : November 30, 2015
  • When creating a company based on lead, the company name is now copied from the "Company name" field; or if the field is empty, from the "Name" field.
Version 16.0.2
Date update : November 27, 2015
  • Optimized lead and invoice reports.
  • Fixed error updating the activity-completed date when editing.
  • Fixed issue using page navigation with the filters applied on the Activities page.
Version 16.0.1
Date update : November 13, 2015
  • Added lead and invoice reports.
  • New business processes activity "Waiting for deal status" was added.
  • Removed filters and new activity buttons from Activity Stream's detailed message view.
  • Fixed issue not showing lead conversion event in Activity Stream.
  • Fixed issue which might add BB codes to the entity history.
  • Fixed issue when reinstalling the module after it had been deleted not preserving tables.
  • Fixed issue loading the "Workflows" tab in the view forms when while deleting other tabs.
  • Fixed error skipping the "Company" field when merging duplicates in replace mode when importing contacts.
  • Fixed issue creating a list of company e-mails in the "Send message" activity when the "Industry" filter is not null.
Version 16.0.0
Date update : November 9, 2015
  • Added new components to show page previews in CRM entity links.
Version 15.5.8
Date update : October 24, 2015
  • Lead, quote, invoice statuses and deal stages can now shown in color.
  • When creating a deal based on lead, only the products missing from deals previously created on this same lead will be added to the new deal. The same approach applies when creating other entities based on their counterparts.
  • When creating a company based on lead, the company name is now copied from the "Company name" field; or if the field is empty, from the "Name" field.
  • Added an option to show messages and activities in public Activity Stream ("Settings"->"Other settings"->"Activity Stream"->"Show messages and activities in Activity Stream").
Version 15.5.6
Date update : October 9, 2015
  • Fixed error showing incorrect quote amount in the print form.
Version 15.5.5
Date update : September 25, 2015
  • Tax calculation algorithm has been redesigned. Tax is now calcuated per row rather than per item price.
  • Tax calculation method can now be selected for an invoice.
  • Fixed error creating duplicate contacts, companies and deals when converting a lead again.
Version 15.5.4
Date update : September 22, 2015
  • The "With" field is now editable in the call and meeting edit forms.
  • Fixed issue checking permissions in the "Abandoned Deals" and "Deals in Progress" widgets.
  • Fixed issue processing the "Address" hidden field when creating the update log.
  • Fixed issue not resetting a current page after applying a filter.
  • Fixed issue not autorunning a lead update workflow after converting a lead.
  • Fixed issue not clearing links when deleting contacts and companies.
  • Fixed error deleting a workflow linked to an entity when a user has insufficient permissions.
Version 15.5.3
Date update : September 21, 2015
  • Added the view and export events.
  • Fixed page navigation issue on the view forms.
Version 15.5.2
Date update : August 21, 2015
  • Lead conversion algorithm redesigned. Now the lead fields are auto created and populated when creating an entity.
  • Page navigation algorithm redesigned.
  • Converted leads can now be updated and deleted. When deleting a lead, its activities are now passed on to a contact or company if any of those were created.
  • Restored activity REST event functionality (onCrmActivityAdd, onCrmActivityUpdate and onCrmActivityDelete).
  • Added the REST methods to handle product properties.
  • Workflows: a list value can now be set to the list item name (earlier versions supported only XML_ID).
  • Fixed issue displaying the "Site" and "IM" fields in the quick access bar.
  • Fixed issue simultaneously using stage and status controls in the quick access bar.
  • Other known issues fixed.
Version 15.5.1
Date update : August 21, 2015
  • Fixed issue making the deals list impossible to open in certain conditions.
Version 15.5.0
Date update : July 29, 2015
  • Now supporting honorifics for contacts amd leads ("Settings" >"Dictionaries">"Honorifics").
  • New reports can now be added; layouts can be selected in the deal analytical reports bar.
  • Now supporting multiline text in string custom fields. Use the "Rows per text box" option to activate this feature.
  • Leads, contacts and companies can be filtered by the presence of phone or e-mail record.
  • New field "Responsible person position" in the lead, contact and deal e-mail templates.
  • Lead source can now be selected for lead created when registering an incoming e-mail ("Settings" > "E-mail integration" > "Lead source").
  • Lead name can now be derived from the e-mail subject when registering an incoming e-mail.
  • Fixed issue when registering incoming e-mails from extranet clients. These e-mails are now marked as incoming and bound to leads, contacts or companies.
  • Fixed issue when registering forwarded client messages. These e-mails are marked as completed, no notifications sent.
  • Fixed issue getting the values of the list type fields when creating leads, contacts, companies and deals from information block workflows.
  • Fixed issue when building a list of clients' nearest birthdays. A user can now view only birthdays of their clients.
  • Fixed issue when filtering by date/time fields with 12 hour format.
  • Fixed issue processing custom fields when no values specified in workflow conditions.
  • Fixed issue showing incorrect e-mail address in lead, contact, company and deal e-mail templates.
  • Fixed company select dialog issue when searching for a company whose name starts with a number.
Version 15.1.7
Date update : July 23, 2015
  • The following custom fields can now be selected in reports: "File", "Bind to user", "Bind to CRM dictionaries", "Bind to information block sections", "bind to information block elements", "Bind to CRM items".
  • Fixed some known minor issues.
Version 15.1.6
Date update : July 23, 2015
  • Minor changes.
Version 15.1.5
Date update : July 24, 2015
  • Improved performance of "Social Network" module integration.
Version 15.1.4
Date update : July 23, 2015
  • Fixed issue when editing a deal created using REST API with certain parameters.
  • Fixed issue exporting lead comments and deals to Microsoft Excel.
Version 15.1.3
Date update : July 9, 2015
  • Minor changes.
Version 15.1.2
Date update : June 15, 2015
  • Attention! Changed the "All open" permission's behavior. It is now cumulative like all the others, meaning it includes the "Own" and "Own department and subdepartments" permissions. An option was added to disable the new behaviour.
  • Now supporting the custom fields in the deal stats.
  • Added an option to specify the default value for the "Available / available to everyone" field for leads, contacts, companies and deals (Settings > Other > General).
  • New option to keep tasks if the underlying leads, contacts, companies or deals are deleted (Settings > Other > Activities).
  • New option to mark forwarded messages as outgoing (Settings > Other > Activities).
  • Now fully supporting the new versions of the e-Store module.
  • Error in file loading via link when importing leads on the /import/lead.php page corrected.
  • Fixed issue making a file attached to an activity inaccessible by a user lacking permission.
  • Fixed issue exporting comments containing new lines to Microsoft Excel.
  • Fixed issue showing workflows in the context menu when a user doesn't have sufficient permission.
  • Fixed issue preventing the deal close date from being changed in a workflow.
  • Fixed issue converting the lead products whose names have double quotes in the product name.
  • Other error fixes.
Version 15.1.1
Date update : May 22, 2015
  • A mail address can now be partially updated while retaining the unaffected portion intact in leads, contacts and companies. In the previous versions, the missing parts were reset (important for REST API clients).
  • Fixed issue preventing phone numbers and e-mails from being deleted via REST API.
  • Fixed issue recording an incorrect date in the deal final stage event (if the "Update close date when moving to a final stage" option is checked).
  • Fixed issue incorrectly showing a phone number in Activity Stream after changing the phone format settings.
Version 15.1.0
Date update : May 4, 2015
  • Service update to support deal analytics.
Version 15.0.7
Date update : April 15, 2015
  • Extended addresses are now supported in the lead convert form.
  • CRM's Activity Stream cache is now reset when the phone number format changes.
  • Attention! The default value for the 'callto' link has been changed. Now the default value is "call via Bitrix24 telephony".
  • Updated the deal statistics collection algorithms.
  • Fixed inconsistency using the "Update close date when moving to a final stage" option. The close date is now updated only when a deal is moving to a final stage; it doesn't change when editing a closed deal.
Version 15.0.6
Date update : March 31, 2015
  • Added invoice custom fields.
  • Added short descriptions to the contact, company and lead edit forms.
  • Implemented the quote-to-lead binding. Quotes can now be created on leads.
  • Minor issues fixed.
Version 15.0.5
Date update : March 30, 2015
  • Fixed issue when printing invoices and quotes.
  • Fixed other minor issues.
Version 15.0.4
Date update : March 3, 2015
  • An address in leads, contacts and companies can now be parsed into individual fields.
  • Entities no longer add unknown e-mail addresses when sending an e-mail.
  • REST: the crm.productsection.list can now filter by SECTION_ID.
  • REST: the crm.invoice.status.list now supports filters and sorting.
  • The quick access bar: lists now respect user preferences when sorting columns.
  • The "Add lead", "Add contact", "Add company" and "Add deal" menu items in the edit forms now open the new editor in a new window.
  • When converting a lead, the initial selection in the lists is now set to user defaults.
  • Fixed issue which made disabling duplicates control impossible.
  • Fixed issue showing green to change the lead status or deal stage even if there were no sufficient permissions.
  • Fixed issue repeatedly binding Activity Stream posts to CRM entities.
  • Fixed issue incorrectly floating the top toolbar.
  • Fixed error exporting the fields "Created by" and "Changed by" to Microsoft Excel.
  • Fixed issue when saving a file attached to an event in encoding other than Windows-1252.
  • Fixed issue when showing attached files in an order attached to a deal.
  • Fixed issue when showing product images in an order attached to a deal.
  • Fixed error losing data when updating a company with a certain field configuration.
  • Fixed inconsistent product section hierarchy when editing a product in the grid.
  • Fixed broken filters in the "Product sales" report.
  • Other known minor issues fixed.
Version 15.0.3
Date update : March 3, 2015
  • Optimized the update of activity counters.
Version 15.0.2
Date update : January 5, 2015
  • New: support for new location database.
  • New option to import vCard contacts.
  • The actions Mark as finished / Mark as unfinished are now support e-maiil processing.
  • Added the "Show in list" option to the edit form and custom field list. With this option checked, a respective field is added to the current user's list preferences and default list for all users.
  • Added the error processor for errors occurring when sending e-mails using the Mail Sender module.
  • Added the "Status (text)" field containing the status title to the "Lead" business process document.
  • Added the "Status (text)" field containing the status title to the "Deal" business process document.
  • Optimized activity scripts, improved overall performance. Reduced the number of AJAX requests.
  • Optimized sorting by the "Activities" list column.
  • Changed the deal filter algorithm when filtering by the anticipated close date. Selection is now restricted to the current date which means it does not include pending unclosed deals.
  • Updated the quick access bar design.
  • Fixed issue when displaying the shopping cart in the lead/contact/company/deal forms in Internet Explorer 8.
  • Fixed issue losing "File" custom fields when saving leads, contacts, companies and deals.
  • Minor fixes.
Version 15.0.1
Date update : January 5, 2015
  • Optimized sorting leads, contacts, companies and deals by the "Activities" list column.
Version 15.0.0
Date update : December 19, 2014
  • Introduced the new product select dialog.
  • The "crm.product.list" REST method now supports invoices.
  • Now supporting "Lazy Load" for deal lists on the contacts and companies pages.
  • Now supporting "Lazy Load" for companies on the contacts and deals pages.
  • Now supporting "Lazy Load" for contacts on the companies and deals pages.
  • Now supporting "Lazy Load" for quotes on the contacts , companies and deals pages.
  • Now supporting "Lazy Load" for invoices on the contacts , companies, deals and quotes pages.
  • Optimized the leads, companies and contacts lists. Reduced queries when checking permission to run a business process.
  • Fixed issue not returning to the grid after running a business process from the list context menu (leads, contacts, companies, deals).
  • Fixed error calculating tax-included prices.
  • Fixed error changing the deal name charset when saving a form with a hidden "name" field.
  • Fixed error when a user with "All open" permission updates the deal stage, or the lead / quote status.
Version 14.5.17
Date update : December 9, 2014
  • Now supporting "Lazy Load" mode in activity lists and history log on lead, contact, company and deal pages.
  • Fixed issue when filtering by a "Bind to CRM dictionaries" custom field.
  • Fixed issue found in the "Company / Contacts" filter in a company’s Activity Stream (requires the latest version of the "Social Network" module).
  • Fixed issue when adding a new filter after updating a list via AJAX.
Version 14.5.16
Date update : December 4, 2014
  • Retouched the product list, the product view and edit pages to use the new design.
  • Option to reposition fields in the product forms.
  • Products and sections are now handled in a unified grid.
  • Added a tree and breadcrumbs for easier navigation across sections.
  • Added a new product selection dialog featuring a section tree.
  • Updated the drag-and-drop user interface in the entity view form. Fields are now deleted by dragging them to the recycle bin.
  • Fixed issue displaying earlier conversations in an entity’s Activity Stream in lazy load mode. This update requires the latest version of the Social Network module.
Version 14.5.15
Date update : November 29, 2014
  • The main.calendar.interval component is now used instead of main.calendar in the filter and list templates.
Version 14.5.14
Date update : November 27, 2014
  • Now supporting the Drive module.
Version 14.5.13
Date update : November 20, 2014
  • Migrated the invoice and SKU viewers to the new user interface.
  • The fields in the view form’s top bar are now editable. The following types are supported: string, number, date/time, list, Boolean.
  • The comment in the view form’s top bar is now editable.
  • Now supporting duplicates control when importing leads and companies.
  • The top menu can now be pinned.
  • Option to enable deprecated system dictionaries (Settings > Other settings > Show deprecated dictionaries).
Version 14.5.12
Date update : November 11, 2014
  • Improved the visual aspect of phone call entries in Activity Stream.
Version 14.5.11
Date update : November 6, 2014
  • Minor issues fixed.
Version 14.5.10
Date update : October 17, 2014
  • Introduced the product properties.
Version 14.5.9
Date update : October 17, 2014
  • Added a new widget:"Contact" to the deal view form (find it in the quick access bar).
  • Fixed error recoding messages in CRM Activity Stream.
  • Fixed error when assigning ID's to new dictionary items. Please update the affected items on the Dictionaries page if you see a proper warning.
  • Fixed issues found when saving invoice status dictionary settings.
  • Cosmetic updates to progress bar controls.
  • Fixed minor issue when showing the top menu in Internet Explorer.
Version 14.5.8
Date update : October 11, 2014
  • Minor issues fixed.
Version 14.5.7
Date update : October 7, 2014
  • Added a date of birth field to contacts and leads.
  • Added birthday notifications for contacts and leads.
  • New view and edit forms for leads, contacts, companies and deals.
  • REST API now supports custom fields.
Version 14.5.6
Date update : September 17, 2014
  • Fixed issues related to integration with the Calendar module.
Version 14.5.5
Date update : September 2, 2014
  • Minor issues fixed.
Version 14.5.4
Date update : July 24, 2014
  • Introduced duplicate management for leads, contacts and companies (list popup menu (a gear) > Duplicate Control).
  • Implemented incremental search for a catalog product entry, activated when typing the product name in an SKU.
  • The SKU edit page now includes buttons to view product properties and convert an SKU to a new product.
  • Implemented quantity based discounts for SKU's.
  • Minor issues fixed.
Version 14.5.3
Date update : June 9, 2014
  • Now supporting data exchange with new e-Store module versions (2.08 and later).
  • Fixed error wrapping a visual editor powered field in the quote edit form.
  • Fixed issue showing the date started and date closed fields in the deal edit form.
  • Fixed error checking supervisor's read permission for an invoice created by a subordinate.
  • Fixed issue showing the filter when hiding the "History" tab in the view forms.
  • Fixed error when a contact or a company could not be deleted in the deal edit form.
  • Fixed issue displaying tasks without deadline in the to-do pane on the Activity Stream page.
  • Fixed error dropping attachments when sending a message via the "crm.activity.add" REST call.
  • Fixed issue incorrectly checking user permission when deleting to-do items.
  • Fixed error sending a message when browsing pages in the contacts, companies and leads summary forms.
  • Fixed issue processing calendar events that last more than one day.
  • Fixed issue checking read permission in Activity Stream when a specific set of permissions is active.
  • Fixed issue checking for empty value of multiple value fields (phone, e-mail etc.) in the business process condition.
  • Fixed issue checking for empty value for "List" custom property in the business process condition.
  • Other minor issues fixed; minor improvements.
Version 14.5.2
Date update : June 5, 2014
  • Minor issues fixed.
Version 14.5.1
Date update : May 30, 2014
  • Fixed error recalculating deal and lead amounts when saving.
  • Added an option to select zero percent tax for a product even if there is no such tax rate defined.
Version 14.5.0
Date update : May 7, 2014
  • Introduced quotes supporting the new editor interface.
  • SKU editor redesigned; now supporting fractional quantities, discounts, taxes and other features.
  • Contact import redesigned; now supporting Gmail, Outlook, Yahoo! Mail, Windows Live Mail formats.
Version 14.1.14
Date update : April 28, 2014
  • Fixed issue when synchronizing task comments.
Version 14.1.13
Date update : March 13, 2014
  • e-Store synchronization issues fixed.
  • Other problems resolved.
Version 14.1.12
Date update : March 7, 2014
  • This update removes the unused indexes.
Version 14.1.11
Date update : February 27, 2014
  • Introduced a duplicate control feature for leads, contacts and companies.
  • New option to set name format for leads and contacts (Settings->Other Settings->Format->Customer Name Format).
  • Introduced extended access permissions for companies.
  • Minor issues fixed.
Version 14.1.10
Date update : February 7, 2014
  • Improved Activity Stream building speed (using more indexes and optimized queries).
  • Improved report building speed (using less auxiliary data).
  • Improved lead sorting speed when sorting by last-modified date (using index).
  • Various issues fixed.
Version 14.1.8
Date update : December 23, 2013
  • Minor issues fixed.
Version 14.1.7
Date update : December 23, 2013
  • Optimized the creation of activity lists.
  • Optimized the breadcrumb navigation in lists.
Version 14.1.6
Date update : December 5, 2013
  • Implemented the REST methods for tax rates.
  • Various issues fixed.
Version 14.1.5
Date update : December 5, 2013
  • Minor issues fixed.
Version 14.1.4
Date update : December 5, 2013
  • Minor issues fixed.
Version 14.1.3
Date update : December 4, 2013
  • Minor issues fixed.
Version 14.1.2
Date update : December 4, 2013
  • Correction of table settings in sales funnel.
Version 14.1.1
Date update : December 3, 2013
  • Minor issues fixed.
Version 14.1.0
Date update : November 27, 2013
  • Reports for Leads, Invoices and Deals.
  • Diagram building in reports.
  • Activity stream in CRM and each object.
  • Correction of errors.
Version 12.5.23
Date update : October 25, 2013
  • Optimized the lead, company, contact and deal view components.
  • Minor issues fixed.
Version 12.5.22
Date update : October 25, 2013
  • Minor bug fixes.
Version 12.5.20
Date update : October 16, 2013
  • Fixed issue deleting the product price.
Version 12.5.19
Date update : October 2, 2013
  • Support for editing CRM invoices in the mobile app added.
  • Permissions setting in CRM "Personal and department" corrected.
Version 12.5.18
Date update : September 30, 2013
  • Minor issues fixed.
Version 12.5.17
Date update : September 30, 2013
  • Fixed issue not saving the message text in some circumstances.
Version 12.5.16
Date update : September 12, 2013
  • Minor issues fixed.
Version 12.5.15
Date update : September 6, 2013
  • The invoice view page now displays invoice history.
  • Added filter presets to the invoice list.
  • Changed the logic to pick a contractor and a contact person when creating or editing an invoice.
  • Changed the contractor display method on the invoice view page.
  • Various issues fixed.
Version 12.5.14
Date update : August 13, 2013
  • Added the invoice topic field to the payment method settings form.
  • Option to print an invoice without a stamp or signature.
  • More fields in the invoice list.
  • Improved filters in the invoice list.
  • Option to export invoices to excel and csv.
  • Option to edit payer details on the invoice edit page.
  • Added the invoice summary to the CRM bar.
  • Option to show the amount of paid invoices in the deal view.
  • Added the tax rate field to the invoice products list (if applicable).
  • Options to show tax details in the invoice products list (if applicable).
  • Added the REST methods to use with invoices.
  • Various issues fixed.
Version 12.5.13
Date update : July 19, 2013
  • Fixed error occurred when working with fields with multiple values.
Version 12.5.12
Date update : July 1, 2012
  • New! Default currency can be configured for invoices.
  • Fixed error with access permission settings. Users with insufficient permissions could get access to some time of information.
  • Business processes error fixes.
  • Minor changes.
Version 12.5.11
Date update : June 28, 2012
  • Minor issues fixed.
Version 12.5.8
Date update : June 19, 2013
  • Minor issues fixed.
Version 12.5.7
Date update : May 29, 2012
  • New Invoice feature has been added.
  • New configuration options for taxes, locations and payment methods.
  • Business processes: fixed error with generating a user list.
  • Deals: fixed error with dispalying a single item in the print view when using an eShop.
  • Lead view page: fixed error with converting leads.
  • Contact list: fixed error with sending emails using "To All" option.
  • Fixed error with incorrect links displaying when using the "Site" field.
  • Lead convertion can now execute a business process that is run on lead modification.
  • Sales Funnel: fixed error occurred in deals with different currencies.
  • Minor fixes.
Version 12.5.6
Date update : April 21, 2013
  • Introduced mobile device support.
Version 12.5.5
Date update : April 4, 2013
  • Interface updated.
  • View forms: new design; the side bar replaced with a collapsible top bar.
  • View forms: new menus.
  • View forms: the activity and history filters moved to popup windows.
  • Property edit form: option to set names in all system languages.
  • Sales funnel: the filter moved to popup windows.
  • Lists: added option to highlight current and overdue activities.
  • Lists: option to view unaffiliated activities if a user has no current activities at all (monitors lead, contact, company and deal activities).
  • Lists: new menus.
  • Lists: the preset filters can now be deleted.
  • Lead list: leads can now be sorted by status.
  • Deal list: deals can now be sorted by stage.
  • Activity list: database queries optimized and reduced.
  • Fixed various issues.
Version 12.5.4
Date update : April 3, 2013
  • Minor issues fixed.
Version 12.5.3
Date update : March 14, 2013
  • Added breadcrumb support to "Event View" component (crm.event.view).
  • The event list collection procedure optimized.
  • E-mail integration (Send&Save): fixed error granting permission to link "E-mail message" events.
  • E-mail integration (Send&Save): fixed error assigning a responsible person to a new lead.
  • E-mail integration (Send&Save): implemented the e-mail processing time limit (default is 7 days).
  • E-mail integration (Send&Save): implemented the maximum e-mail attachment size limit (default is 16 MB).
  • The top menu: fixed styles; added tooltips to buttons; the "More" button is now fixed when clicked.
  • Roles: fixed error showing the deletion confirmation dialog when the Control Panel toolbar is invisible.
  • Activities: fixed error registering tasks occurring when a business process is composed of multiple sequential tasks.
  • Fixed Internet Explorer compatibility issues.
Version 12.5.2
Date update : March 3, 2013
  • Minor issues fixed.
Version 12.5.1
Date update : March 3, 2013
  • Minor issues fixed.
Version 12.5.0
Date update : February 13, 2013
  • Updated the user interface.
  • Improved the CRM list filters layout and design.
  • Improved the activity management functions.
  • Added the CRM menu bar.
  • Introduced e-mail template support.
  • Introduced custom settings for "callto" links.
  • Introduced the user interface to manage deal stages and lead statuses.
  • Various fixes and improvements.
Version 12.0.10
Date update : January 24, 2013
  • Business processes: a template parameter value can now be assigned to the bind-to-user parameters in the business process activity settings.
  • Business processes: a new field "Lead Creator" added to the Lead document.
  • View/edit forms: direct links are no longer used for user files. Such files are now fetched using handlers with access permission check.
  • Access permissions: the "User categories" dialog's "User groups" tab is how hidden when viewed in Bitrix24 Cloud version context.
  • Reports: added a new version of the "Product sales" report broken down by SKU's (the old version can break down only by sales).
  • Persistent "User" fields in the filters.
  • Fixed issue with the list filters occurring when filtering by the responsible person.
  • Activity view dialog: activities can now be created directly in the dialog.
  • Activity dialogs can now switch to extended mode on double-click.
  • Activity edit dialogs: now showing a hint for an empty subject; changed the default subject algorithm.
  • Activity view dialogs: the responsible person is now shown as a link.
  • Activity lists: the hint now includes the activity subject text.
  • Activity lists: added the preset filters "My current activities", "My completed activities".
  • Activity lists: added the Description field.
  • Bitrix24 in the Cloud: administrators can now delete anyone's events from the activity history.
  • Bitrix24 in the Cloud: administrators can now delete converted leads.
  • Export: changed the "Content-Type" headers: vcard; csv; excel to text/vcard; text/csv; application/vnd.ms-excel respectively.
  • Contact view form: a new deal is now bound to the contact when created using the company context menu.
  • Lead conversion: fixed error recalculating incorrect prices after the currency has been changed.
  • Activity editor: fixed error updating the meeting description when saving the activity to history.
  • Other minor issues has been fixed.
Version 12.0.9
Date update : January 23, 2013
  • Added an option to run business processes enabling the quick edit feature for leads, contacts, companies and deals.
  • Fixed error saving fields of type "Bind To CRM Elements" (leads, contacts, companies and deals) in the business process activity parameters.
  • Fixed issue not setting input focus to the message text editor when the message template is void.
  • Fixed other minor issues.
Version 12.0.8
Date update : December 24, 2012
  • Report entities migrated to the new kernel.
Version 12.0.7
Date update : December 14, 2012
  • The "Add Event" item is now back in the summary list and view form menus.
  • The module now processes the creation, modification and deletion of events in the calendar thus making connection to the Calendar module bidirectional.
  • Added an option to convert existing calendar events and tasks to activities (available to administrators only).
  • An empty activity list now shows a hint.
  • Changed the algorithm the tasks are created, modified and deleted.
  • Added the fields "Description" and "Location" to new meeting and call notifications.
  • Once a lead is converted, the messaging history is available in the contact properties.
  • Option to select deal or lead in the message editor.
  • Option to select the "From" value in the message editor. A user can select between the three e-mail addresses: from an active template, Send&Save and the current user.
  • Option to revert to the previous "From" value in the message editor.
  • Added option to select a responsible person in the meeting and call dialog boxes.
  • Updated the button images in the activity editor toolbar.
  • Added images to the submenus in the view forms.
  • The contact and deal view templates has been optimized.
  • The "list height" field is now hidden when editing custom check lists.
  • Option to remove completed calls and meetings from the calendar ("Settings > Settings" in the menu).
  • Option to set the print format for "callto" links ("Settings > Settings" in the menu).
  • Fixed issues processing incoming e-mails occurring when the messaging is configured to use the same e-mail address.
  • Fixed issue skipping the name of a deal-bound contact when exporting deals to Excel.
  • Fixed import issue forcing to use tab as the delimiter.
  • Fixed entity selection SQL error occurring when executed on behalf of an unauthenticated user.
  • Fixed SQL error occurring when using empty date range filter in the sales funnel.
  • Fixed error skipping the custom filter when creating a broadcast message.
  • Fixed issue using activities with time format template "MM/DD/YYYY G:MI:SS T".
  • Fixed issue filtering activities by the creation date.
  • Fixed error not saving the company logo when converting a lead.
  • Fixed gadget styles. Changed link highlighting.
Version 12.0.6
Date update : December 14, 2012
  • Introduced support for custom tabs in the lead, deal, company and contact edit forms.
Version 12.0.5
Date update : December 3, 2012
  • Fixed the reports feature.
Version 12.0.4
Date update : November 29, 2012
  • Fixed issues linking activities to calendar events.
  • Fixed errors using the group actions in lists.
  • Activity e-mail attachments are now saved to the "Common Documents" folder.
Version 12.0.3
Date update : November 27, 2012
  • CRM gadgets polished with a new design.
  • New gadget added: "My Activities".
  • Changed the default tab order in the module forms.
  • Added the new e-mail notifications.
  • Fixed error assigning a responsible person in the company edit form.
  • Fixed error handling the AM/PM time in the call and meeting edit forms.
Version 12.0.2
Date update : November 19, 2012
  • New lists for contacts, companies, leads and deals.
  • New edit forms for contacts, companies, leads and deals.
  • Added the support for quick create feature. For example, a company can be created without having to close the deal edit form.
  • New view forms for contacts, companies, leads and deals.
  • Quick edit in view forms.
  • New actions for contacts, companies, leads and deals. Tasks, calendar events and e-mails can now be managed on the same page.
  • Actions can now contain attached shared documents.
  • Redesigned the e-mail sending algorithm. CRM service headers are now always added to e-mails.
  • Fixed error applying incorrect phone number filter to lists of contacts, companies and leads.
  • Introduced the autorecovery of unsaved user data in the deal edit form.
Version 12.0.1
Date update : November 17, 2012
  • Minor fixes and improvements.
Version 11.5.6
Date update : September 10, 2012
  • Fixed CRM business process issues.
Version 11.5.5
Date update : September 3, 2012
  • Introduced support for sorting by custom fields in deals, leads, contacts and companies.
  • Fixed error exporting only the currently visible items. Now the whole list of deals, leads, contacts or companies is exported.
  • Fixed issue limiting imported data to only 50 items.
  • Fixed other minor issues.
Version 11.5.4
Date update : August 7, 2012
  • Minor issues fixed.
Version 11.5.3
Date update : June 28, 2012
  • Minor issues fixed.
Version 11.5.2
Date update : June 28, 2012
  • Export and import algorithms for contacts etc. have been completely rewritten; custom field support improved. The export file columns are now defined by the list settings; the list filter is now respected when exporting records.
  • Product list is now processed when exporting or importing deals and leads.
  • Added usage examples to the import templates for contacts etc.
  • Contacts etc. can now be filtered by custom fields.
  • Deals and leads can now be filtered by products.
  • Added a “Assign Responsible” multiaction to the contact, lead and deal lists.
  • E-mail integration preferences are now modifiable.
  • Breadcrumb navigation processing is now done on the database side.
  • The lead and deal “Total” fields has now no restrictions.
  • Fixed handling the permission “All department and subdepartment employees”.
  • Fixed e-mail filter in CCrmFieldMulti::GetList().
  • Other minor issues fixed.
Version 11.5.1
Date update : May 29, 2012
  • Introduced quick edit support in deals and leads.
  • Various issues fixed.
Version 11.5.0
Date update : May 10, 2012
  • Introduced the report designer; added some typical reports.
  • CRM can now be fully integrated with Bitrix Site Manager based web stores.
  • REST service updates to support the Web Forms module. Attention! REST service now receives and sends data in UTF-8 format.
Version 11.0.5
Date update : April 10, 2012
  • Service update.
Version 11.0.4
Date update : December 30, 2011
  • Companies and contacts now support business processes.
  • Now integrated with the Calendar 2.0 module.
  • Business processes now support the following field types: calendar; bind to CRM items; bind to CRM dictionaries; bind to information block elements; bind to information block sections.
  • Fixed issues in the new access permission system.
Version 11.0.3
Date update : December 21, 2011
  • Technical update.
Version 11.0.2
Date update : November 17, 2011
  • Added some standard business process templates.
  • Minor fixes and improvements.
Version 11.0.1
Date update : October 31, 2011
  • Service update.
Version 11.0.0
Date update : October 31, 2011
  • Introduced the new access permission system.
  • Integration with the “Search” module.
  • Integration with the “Business Processes” module.
  • Introduced cloud storage support.
  • Introduced time zone support.
  • E-mail messages can now be sent directly from CRM.
Version 10.0.6
Date update : July 11, 2011
  • Introduced Tasks 2.0 integration.
  • Added the “Tasks” gadget.
  • Redesigned the CRM entity import user interface.
  • Added the deal import feature.
  • Added support for custom fields: “Bind To Information Block Sections”, “Bind To Information Block Elements”, “Bind To CRM Elements”, “Bind To CRM Dictionaries”.
  • The event creation form now has the time field.
  • A new type added to the event filter: “E-mail Message” (Send&Save).
  • Added support form multiple selection in the list filter properties.
  • The company view form can now display the contact events.
  • A user with administrator permission can now delete a converted lead.
  • Added tooltips to CRM entities.
  • The component path settings has been moved to the module settings.
  • Other minor bug fixes.
  • API: added events to crm_events class: OnBeforeCrmAddEvent, OnAfterCrmAddEvent, OnBeforeCrmDelete, OnBeforeCrmDeleteByElement.
  • API: new crm_events methods: AddRelation, RemoveRelation.
  • API: added two new custom fields: “Bind To CRM Elements”, “Bind To CRM Dictionaries”.
Version 10.0.5
Date update : June 1, 2011
  • Introduced the vCard contacts import using Send&Save. Important: if you are using an internal SMTP server, you will have to to restart it.
  • Support for Boolean operators in text property search.
  • Other minor bugs fixed.
Version 10.0.4
Date update : May 13, 2011
  • Introduced "Send & Save" technology intergration.
  • Fixed the proactive filter error returning incorrect messages.
  • Fixed the lead conversion error causing missing fields in the converted entities.
  • API: a single event can now be added to multiple entities.
  • API: added the component “crm.lead.rest” for external web form integration.
Version 10.0.3
Date update : April 15, 2011
  • Fixed path errors in the items "Add Contact", "Add Deal", "Add Company" in the entity views.
Version 10.0.2
Date update : April 13, 2011
  • Added company import feature.
  • Added English and German localization files.
  • Fixed error converting leads.
  • Fixed error that may sometimes make a converted lead invisible in the contact or company profile.
Version 10.0.1
Date update : April 5, 2011
  • New module: “CRM”.