Zero BS CRM: Product Update #24 – April 2019

Zero BS CRM wrote this on April 30, 2019

Welcome to the Zero BS CRM Product Update for April 2019. This is the 24th monthly update. That’s right, we’ve hit the 2 year mark where we’ve been regularly providing you with updates about the CRM development.

If you’ve not yet joined Zero BS CRM’s growing army of Entrepreneurs, and want to gain access to all our CRM extensions, you can purchase a bundle here (hurry, while still at v2 pricing).

Zero BS Core

We’re now finalising our release candidates for version 3.0 of ZBS CRM. We’ve made big strides over April and have done a lot of pre-launch preparations in the extensions. This means, you may have even started noticing some additions to extensions already, which have been the result of the preparations and refinement across the board of extensions.

In the core updates in April, we’ve now reached version 2.99.2 which gets us ever closer to v3.0 of Zero BS CRM.

Zero BS Data Tools

We’ve added the ability for Site Administrators to reset the CRM and remove the data from the tables. This is useful if you’ve been testing the CRM and want to start fresh.

Core Fixes

We’ve also fixed a lot of issues this month related to refinements and code refactoring. We’ve fixed some bugs in segments, as well as made them find contacts when the criteria included special characters (such as accents).

We’ve also fixed a display issue where if a user pasted in an activity log containing the character “<” it would cause issues in display and operation.

Finally, we fixed some issues with Task Notification emails, meaning that emails were not going out reliably, and did not include enough information about the upcoming task.

Extensions

We’ve made some big feature improvements to the extensions over April, with a particular focus on WooSync, which is our popular integration with WooCommerce.

Woo Sync

When running WooCommerce, your customers have an “Account” area, and with ZBS CRM they also have the Client Portal.

We’ve now made it optional

Invoices in WooCommerce

We’ve also refined the Invoice flow when orders are created in WooCommerce which result in an “Unpaid” invoice status. Previously ZBS CRM would think these invoices should be paid via ZBS, however since they’re WooCommerce orders, they should be checked out via the Store.

We’ve made it so that if an invoice is created from a WooCommerce order, but still needs to be paid, then it’ll show a “Pay Now” button on the invoice, taking you to the WooCommerce order page to pay.

WooCommerce Discounts

We’ve also added support for WooCommerce Discounts, which lets you create orders set up with deposit structures and these will be added into ZBS CRM with the respective value and order status.

ZERO BS CRM SPONSORS 

Not forgetting our backers 

A special thanks to our current backers below, if you want to help fund Zero BS CRM through a sponsorship, you can do so here.

  • Epic Plugins
  • Ace Media
  • Stormgate
  • Pressertech
  • Web Monkey Limited

Our backers are businesses and people who use Zero BS CRM every day and want to give a little bit extra. Get your name listed above by becoming a backer today.

WHAT IS NEXT?

Our database model is continuing to be refined ahead of v3.0. We’ll also be planning our next stage of Zero BS CRM (i.e. what comes “shortly after” v3.0), including

  • UI / UX structuring to support the new data models (menu, metaboxes, cross CRM wide consistency)
  • Recurring Invoices – how to handle these in ZBS CRM.
  • Translation support for all extensions ongoing via https://translate.zerobscrm.com

That’s all for this months update, some big strides towards v3.0 this month, if you’re not yet part of our merry band, here’s the link to the extension bundles.


Posted April 30, 2019

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