Release Notes

AtlantaCRM Release Notes

Version: 3.0.0

Release Date:15/04/2025

Overview

Welcome to the latest update of our CRM Application! This release brings exciting new features, important improvements, and bug fixes to enhance your experience.


Release Version: 3.0.0

Release Date: 15/04/2025

Introducing New Features - Monitor Activity Status

    Activity Monitor

  • It is visible on every page, fixed to the right side. And it is clickable

  • After clicking on the Activity Monitor popup, a new popup will appear.It will display 'Schedule Activity' and 'Overdue Activity' also an 'Add activity' button on the top.

  • The schedule activity will display all scheduled activities, listed by date in descending order.

  • In the schedule activity, there is a button labeled 'Mark as Completed.' After clicking it, a note label appears allowing the user to add a note.

  • The overdue activity will display all activities that are due after the overdue date.

    • In the 'Add Activity' Popup

  • Added an 'Alternate contact' dropdown.It should be automatically selected when a company name is chosen.

  • Update 'Objective' and 'Result'.

  • The label in the Status dropdown has been corrected from 'Schedule' to 'Reschedule.

  • Added a new button that saves the current item and creates a new one.

    In New Contacts Section
  • Added two new options in the company type dropdown, 'Direct Customer and Endusers'.
    In Manage Contacts Section
  • Added three columns: City, State, and Country.
    Deals
  • Introduced invoice page after clicking on the button of convert to business.
    In Business Section
  • Added 'Po type' dropdown menu. There have two options 'Generate Internal Po' and 'Enter Customer Po Number' to select
  • If 'Generate Internal PO' is selected, the internal PO will be generated automatically.
  • The formate of generated internal PO will be 'SA122/20250411/00001'.
  • If 'Enter Customer Internal PO' is selected, the 'Enter Customer PO Number' field will be enabled.
  • Added 'Po Create Date' field to date.
    • Add Product
  • Added a new column: Delivery Quantity.
  • Note: Discount is not applicable on service category.
  • Discount amount will be applicable only total amount of product.
  • GST will be applied to the total price after the discount, including the service charge.
    • Terms & Conditions
  • All mandatory fields have been removed, except for the payment terms
    • PO/Invoice
  • If 'Enter Customer Internal PO' is selected, the customer PO must be uploaded in the 'Upload PO' field.
  • Added new fields: Upload Invoice, Quantity Delivery Type and Delivery Quantity.

      • Manage Business

      Added Five columns:

    • Internal Po
    • Customer Po
    • Items:

      Added an icon to display a page that shows MODEL, UNIT, PRICE, ORDER QTY, SUPPLIED QTY, PENDING QTY, ORDER AMT, INVOICE AMT, BALANCE AM. Each column calculates a value based on its value.

    • Invoice:

      If the status is closed, the 'Upload Invoice' button will be hidden.

    • Status

    Manage Projection
  • Added a dropdown menu, that allows selection by year.
  • Added four columns: Company Name, Last Price, Total Amount, Remarks
    Dashboard
  • Displayed a section of activity this month.

Release Date: 15/04/2025

In Manage Dropdown
    Activity
  • Activities are divided into two categories,Schedule and Completed.
  • Scheduled activities along with their counts.Also Completed activites.
  • Removed the update button from the scheduled activities.
  • No more scheduled activites can be updated.
    Manage
  • Updated 'Add business' to 'Add Po' on the top in add business page.
      • Add Product
    • Updated 'Comment Input Field' to 'Remark Input Field'
      Add Po
    • updated 'Purchase order section' to 'Po/Invoice section'.