Zubifi Documentation

Accounting, CRM, and Email Marketing

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changes:20190831

August '19 Monthly Update

Released 8/31/2019

Feature Upgrades

  • Replaced the WYSIWYG editor for email messages
  • Added image upload capability to WYSIWYG editor.
  • Added Email Marketing templates for selection
  • Added additional features in transaction emails for document number, amount, and dates.
  • Added an “autogenerate” for the text version of email marketing messages
  • Added preview functions and test message functions to creatives feature
  • Added phone number masking for data entry fields
  • Added a history of recently visited pages to make navigation easier
  • Added a new wizard for creating mailing lists, creatives, and campaigns
  • Added options to customize dashboard

Bug Fixes

  • Fixed issue in Date Picker for Safari browsers
  • Updated the color picker feature for invoice templates
  • Fixed a problem when going back in the contact import that was preventing fields from be used.
  • Fixed a bug in the timesheet invoicing that was preventing billable records from displaying
  • Enhanced the printing function for transactions
  • Improved messaging on the edit checks on several transaction functions
changes/20190831.txt · Last modified: 2019/09/01 12:32 by admin