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Flarepoint-CRM becomes DaybydayCRM

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@Bottelet Bottelet released this 23 Jun 21:49
· 152 commits to master since this release
1ce74d1

For detailed information go to:
https://medium.com/@casperbottelet/daybydaycrm-becomes-open-source-d40a4041ce6c

  1. Introduced a horizontal calendar for users to see appointments they have and other users have, with the ability to link to a lead, task, or project.
  2. Absence tracking, the ability for users with the “HR permission” to see users’ absence and add absence for given user, all users can add absence on their profile, absences are reflected in the calendar, so it’s easy to get an overview
  3. A lead will start by being unqualified and can now be converted to a qualified lead, to an order/invoice, or be directly closed in the new sidebar view, for unqualified leads which have been re-written to VueJs.
  4. Information and activity sidebar has been added for Tasks, Projects and leads, to easily get an overview of the necessary information, and the flow of a given source.
  5. Added the option to attach files to tasks, clients, and projects, which can be everything from contracts on the customers to wireframes on a given project.
  6. Overall a lot of design changes, new colors, and better flow through different screens.
  7. Added a topbar, to easily access user’s settings, the possibility to register absence, see the notification, actions, etc.
  8. Made Status Polymorphic, so down the road, it’s possible to add your status from the UI for the different sources such as tasks.8.
  9. Made more settings, able to set Company name, country, vat percentage, and open business hours.
  10. Set a starting Invoice number, and the customer number the default is 10000 and will increment for each created invoice, and customer.
  11. It’s now possible to set Currency and vat percentage.
  12. Made invoices more a bit more complex with calculating taxes, adding the currency for the given country.
  13. The first time logging in the user will be prompted to give some basic information from step 9.
  14. Global search, users can activate or deactivate Elasticsearch in config/services if Elasticsearch is disabled(default) it will user query search.
  15. Projects have been introduced as a project is a wrapper for many tasks, and give you the options to move tasks around in their different status on a scrum like board.
  16. Generally, a lot of refactoring of the code, some for better some for worse, add some more tests.