v0.93

[DjangoCRM]

Changelog

Added

• Visualization of the counterparty (Lead, Company, Company Contact) status as a recipient of newsletters: 'subscribed' / 'unsubscribed'
• A filter by a custom date range has been added to the Payments, Shipments and Sales Report views
• The get_crm_url method to BaseContact model
• A detailed guide on how to update Django CRM software
• The 'disqualified' and 'massmail' fields to the counterparty models as well as to the export settings
• New public email domains to database (fixture)
• The filtering logic to exclude disqualified massmail recipients. Introduced new warning and error messages for handling excluded recipients and cases where no valid recipients remain.

Changed

• Visualization of the status (pending / processed) of a commercial request in the Requests view
• The verbose name of the "owner" field of the Lead, Company, Company Contact models from "Owner" to "Assigned to"
• The logic for adding a tag filter in CRM application views
• The URL method from get_absolute_url to get_crm_url to correctly generate the counterparty's link in the CRM interface
• The tag fieldsets in Deal change view
• Bump requirements

Improve

• Request owner change logic to check if the owner is part of the sales managers group before updating related objects (Lead, Company, Company Contact)
• The unsubscribe function to handle cases where the recipient does not exist.

Fixed

• Fix for creating email notification subject for office memo received
• Fix queryset method of TagFilter class

Full Changelog: v0.92...v0.93

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This discussion was created from the release v0.93.