CRM App Release Notes

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🚀 v2.0.0 - 2021-AUG-30 

🌟 New features

  • Added the ability to insert/attach media when composing emails.
  • Added the ability to swipe to the next/previous lead details via the screen header.
  • Automatically add signature when sending emails.
  • Added button to access all the release notes to date in the Settings/About screen.
  • Added button to access Coaching Videos, Webinars and Podcasts in the Settings/Help screen.

🦾 Improvements

  • Stopped reporting most HTTP errors to Sentry.
  • Upgraded to Expo 42.
  • Moved/refactored legacy code.
  • Added more Sentry breadcrumbs.
  • Added and improved tests.
  • Improved appearance of all Settings screens.

🐞 Bug fixes

  • Fixed issue where the search leads screen would show results as if they were pond leads.
  • Fixed issue where removing a workflow from a lead would show the loading spinner indefinitely.

🍏 iOS Fixed calendar date picker color.

🚀 v1.8.0 - 2021-AUG-09

🌟 New features

  • Ch-5316 Added "send text" button for primary phone numbers in the lead info tab.
  • Ch-5630 Added support for Chat in Conversations (Text-based only for now – Full support coming soon).
  • Ch-5835 Ch-9369 Added rich text editing when composing emails with templates.
  • Ch-6060 Added ability to share leads.

🦾 Improvements

  • Ch-3373 Put the focus back on the text field after selecting a merge field or template in a conversation.
  • Ch-7136 Ch-9136 Refactored UI form components.
  • Ch-8559 Added app publishing instructions to the readme/wiki.
  • Ch-8560 Added unit tests for selectors.
  • Ch-9149 Added safety check to abort the building/publishing process if required env vars are not set.

🐞 Bug fixes

  • Ch-4307 Fixed issue where it was impossible to scroll through merge fields and templates options when composing text messages.
  • Ch-9331 Fixed issue where the "edit lead" screen could crash when pressing on a notification or by opening a link.
  • Ch-9426 Fixed issue where opening the app via link could cause a crash if the leads list had a pond set as the current filter.

🚀 v1.7.0 - 2021-JUL-27

🌟 New features

  • Ch-8323 Ch-8680 Added conversation message drafts for multi-tasking.
  • Ch-8337 Added the ability to select/copy text content from lead activity.

🦾 Improvements

  • Ch-7397 Replaced "expo.io" authentication with "realgeeks.com".
  • Ch-7677 Added custom installation identifier implementation.
  • Ch-8145 Ch-8460 Ch-9119 Added tests.
  • Ch-8244 Added encryption to auth store state.
  • Ch-8324 Changed default activity filter to "All Activities" rather than "All Communications".
  • Ch-8342 Persist leads list filter and sort settings.
  • Ch-8543 Added enums.
  • Ch-8562 🤖 Android Improved release notes appearance on Android.
  • Ch-8694 Added logout from authserv logout endpoint when logging out.

🐞 Bug fixes

  • Ch-8631 Fixed issue when logging an activity after acting on a follow-up that was opened via the dashboard could cause a crash.

🚀 v1.6.1 - 2021-JUL-14 

🦾 Improvements

  • Ch-7398 Added automatic authentication token refreshing upon expiration.
  • Ch-8333 Navigate back to the settings page after switching sites.
  • Ch-7714 Ch-8175 Added GH action to run tests on PRs.
  • Ch-8282 Reorganized redux store slices.
  • Ch-8356 Added selectors for the leads store slice.
  • Ch-8431 Added selectors for the lead store slice.
  • Ch-8427 Added selectors in action thunks.

🐞 Bug fixes

  • Ch-8321 Added missing close button to the Select Activity modal.
  • Ch-8338 Fixed issue where lead ponds could be displayed to users without access to them.
  • Ch-8339 Fixed issue with the feedback screen cropping content on smaller screen devices.

🚀 v1.6.0 - 2021-JUN-30 

✨ New features

  • Ch-7736 Added the ability to see available lead ponds.
  • Ch-7737 Added the ability to claim leads from ponds.
  • Ch-8030 Added the ability to mark bad phone numbers on the lead.
  • Ch-7715 Added asking users to rate the app after a number of opens.

🦾 Improvements

  • Ch-8030 Added missing functionality to text a lead from their phone number options.
  • Ch-8006 Show confirmation alert message before signing out.
  • Ch-7959 Show pond role selection only if the site has lenders.
  • Ch-8177 🍏 iOS Tweaked calendar widget background color to make it usable in dark mode.
  • Ch-8045 Ch-8261 Capture more breadcrumbs for sentry.
  • Ch-8020 Ch-8022 Ch-7920 Ch-8215 Several underlying improvements.

🐞 Bug fixes

  • Ch-8006 Fixed issue with logout button in the sites screen.
  • Ch-8092 Fixed issue where the leads list could get stuck loading forever after pressing on a push notification.
  • Ch-8022 Ch-8037 Fixed issue where the app would become unusable after opening universal links while not signed in.

🚀 v1.5.3 - 2021-JUN-21 

✨ New features

  • Added the ability of switching between sites.

🐞 Bug fixes

  • Fixed issue with authentication.

🚀 v1.5.2 - 2021-JUN-18 

🐞 Bug fixes

  • Fixed authentication tokens expiring every 9h.

🚀 v1.5.1 - 2021-JUN-17 

🐞 Bug fixes

  • Fixed crash when trying to add lead tags.

🚀 v1.5.0 - 2021-JUN-16 binary build

✨ New features

  • Added lead tags: Add and remove tags for a lead.
  • Added lead ponds: It's now possible to send leads to ponds.
  • Added support for system custom font sizing.
  • 🍏 Added support for Universal Links on iOS.
  • 🤖 Added support for App links on Android.

🦾 Improvements

  • Upgraded to Expo 41.
  • Improved error handling for missing env config files.
  • Moved all screen files out of legacy /src/native.
  • Refactored authentication process (removal of legacy rg-sdk).
  • Refactored sites state management (removal of legacy SitesContext).

🐞 Bug fixes

  • Fixed issue where it was possible dismissing the sites and onboard screens at the start, causing users to get stuck in the init screen.
  • Fixed issue with lead assignment to agent/lender could not showing the available options when trying to change it.

🚀 v1.4.5 - 2021-JUN-18 

OBS.: This was released alongside with 1.5.2 just to prompt users to update their binaries via the stores.

✨ New features

  • Added checks for new binary versions and prompts the user to download/install them via the stores.

🚀 v1.4.4 - 2021-JUN-15 

🐞 Bug fixes

  • Fixed using wrong build configs due to Metro cache (hotfix).

🚀 v1.4.3 - 2021-JUN-15 

This version did not introduce any code changes.

🚀 v1.4.2 - 2021-JUN-07 

🐞 Bug fixes

  • Fixed issue with saving lead activities.

🚀 v1.4.1 - 2021-JUN-03 

🐞 Bug fixes

  • Fixed crash in compose email screen.

🚀 v1.4.0 - 2021-JUN-03 (1st android prod release) binary build 24

✨ New features

  • Added "important dates" support for leads.

🦾 Improvements

  • Added template feedback emails with useful information.
  • Added additional check for updates when the app state changes.
  • Improved component error capturing and reporting.
  • Improved environment configuration management.
  • 🤖 Added missing notification icons for Android.

🐞 Bug fixes

  • Fixed intermittent issue where the app could get stuck at the init screen.
  • Fixed issue when pressing the "edit" button before the lead data finishes loading in the lead details screen.
  • Fixed several minor bugs.

🚀 v1.3.4 - 2021-MAY-12 

🦾 Improvements

  • Added platform specific release notes.
  • Improved log activity screen appearance and behavior.
  • Improved date & time pickers in the follow-up and log activity screens.
  • Replaced 💩 picker with the action sheet across the board.

🐞 Bug fixes

  • Fixed issue where no errors where being displayed when trying to create or edit a lead with invalid data.
  • Fixed issue with long text not fitting into the summary box in the lead into tab.
  • Fixed issue where the previously edited field would re-focus after picking any option from any picker or editing any field in the edit lead screen.
  • 🤖 Fixed crash when dismissing the date & time pickers without picking a value on Android.
  • 🤖 Fixed wrong modal overlay color for pickers on Android.
  • 🤖 Fixed issue with the "source" field in create lead and edit lead screens on Android.

🚀 v1.3.3 - 2021-MAY-05 

🦾 Improvements

  • Added integration between Redux and Sentry.

🐞 Bug fixes

  • Prevent going back from the main screen after initialization.

🚀 v1.3.2 - 2021-APR-30 

🐞 Bug fixes

  • Fixed issue with authentication.
  • Fixed issue where the select site screen would never finish loading.
  • 🤖 Fixed app icon (adaptive icon) on Android.
  • 🤖 Fixed push notification system on Android.
  • 🤖 Fixed issue with tapping on select components on Android.
  • 🤖 Fixed issue where form would be cleared when editing follow-up on Android.
  • 🤖 Fixed newly created follow-ups with empty title or descriptions on Android.

🚀 v1.3.1 - 2021-APR-29 

🦾 Enhancements

  • Show alert message if the LM access token expires.

🚀 v1.3.0 - 2021-APR-26 ios:ota android:build-18

✨ New features

  • Added the ability to log an SMS activity.
  • Added the ability to filter lead activities by type.
  • Added automatic prompt to log new activity when calling leads.
  • Added test notification form to the debug room.

🦾 Enhancements

  • Show loading spinner in the phone select list if loading.
  • Show loading spinner in the email compose screen if loading.

🐞 Bug fixes

  • Fixed lead notes tab wrongly showing all kinds of activity.
  • Fixed issue where a conversation could never finish loading after interacting with a notification when the app is closed.
  • 🤖 Fixed action sheets on Android.
  • 🤖 Fixed keyboard behavior on Android.
  • 🤖 Fixed keyboard showing up when starting up on Android.

🚀 v1.2.0 - 2021-APR-16 (1st android beta)

✨ New features

  • Added "What's new" screen to show the release notes when the app gets updated.

🦾 Enhancements

  • Added "Start Date" as an option to sort leads by in the sort leads screen.
  • Changed the default filter to be "All My Leads" in the leads list screen if user is admin.
  • Improved push notifications to be more reliable.
  • Improved sort leads screen appearance.
  • Improved follow-up lists appearance both in the dashboard and lead details screens.
  • Minor UI improvements.

🐞 Bug fixes

  • Fixed broken lead buttons in the dashboard screen.
  • Fixed issue with some push notifications showing empty lead details after being pressed on.
  • Fixed crash in the filter leads screen if it was opened before the leads list has finished loading.

🚀 v1.1.0 - 2021-APR-02 binary build 15

⚡️ New features

  • Added "Source" information (date and details) to the lead details screen.
  • Added "Assigned Agent" and "Assigned Lender" (and the ability to change them) to the lead details screen.
  • Added missing "All leads" filter to the filter leads screen.
  • Added results count to each filter in the filter leads screen.
  • Added "Ascending / Descending" sorting descriptions to the filter bar in the leads list screen.
  • Added "loading more" spinner at the bottom of the leads list screen while loading the next page of results.

🦾 Enhancements

  • Improved "pull to refresh" in the leads list screen.
  • Improved pagination when loading more results in the leads list screen.

🐞 Bug fixes

  • Fixed issue with the leads list screen not showing a new lead record after creating one.
  • Fixed issue with the leads list screen not updating a lead record after editing one.
  • Fixed issue with the leads list screen filters not respecting the current sorting order and column (and vice versa).
  • Fixed issue where the lead activities screen would stop showing any content after a "pull to refresh" in the leads list screen.
  • Fixed issue where the app would show an empty lead details screen after tapping on certain push notifications.
  • Fixed issue with activities without descriptions not being properly saved.
  • Fixed broken follow-ups list scrolling in the dashboard screen.
  • Fixed broken workflows list scrolling in the add workflows screen.
  • Fixed typo in the conversations screen.
  • Fixed inconsistent "new lead" flag behavior for leads.

🚀 v1.0.2 - 2021-MAR-30 

🐞 Bug fixes

  • Fixed issue with push notifications not working after a fresh install.
  • Fixed issue with newly created activities not showing with complete info.
  • Fixed issue where the app would get stuck in a blue screen after signing out.
  • Fixed issue with close button not working on the email setup screen.
  • Fixed issue with blank space blocking out the compose email screen when the keyboard is up.
  • Fixed issue in the compose email screen with the "to" field not getting correctly filled out with the lead's email address after pressing the email actionable button from a follow-up in the dashboard.

🚀 v1.0.1 - 2021-MAR-26 

⚡️ New features

  • Added Debug Room.

🐞 Bug fixes

  • Fixed issue with empty push notification tokens.

🚀 v1.0.0 - 2021-MAR-25 (1st prod release) binary build 13

⚡️ New features

  • Added hyperlinks support to the lead activities descriptions.
  • Added alert message for when a new version is available (OTA updates).

🦾 Enhancements

  • Updated the Real Geeks logo.
  • Improved lead activities readability.
  • Improved lead notes tab appearance.

🐞 Bug fixes

  • Fixed international phone numbers formatting.
  • Fixed remaining large text size issues across the board (for users with custom text size accessibility settings enabled).
  • Fixed issue with the "pricepoint" not showing in the lead info tab.

🚀 v0.0.31 - 2021-MAR-22 (beta only) binary build 11

⚡️ New features

  • Added workflows management for leads.
  • Added "Submit app feedback" section.

💪 Enhancements

  • Improved Privacy Policy helper text.
  • Improved follow-up lists ability to keep up-to-date.
  • Removed empty "Open source licenses" section (for now).

🐞 Bug fixes

  • Fixed lead info not updating after editing.
  • Disabled automatic expo updates (for now).

🚀 v0.0.30 - 2021-MAR-12 (beta only) binary build 10

⚡️ New features

  • Added lead summary and attributes to the lead info tab.
  • Added automatic push notifications feature flag enabling process in LM.

💪 Enhancements

  • Improved edit lead screen with separate field sections.
  • Improved create lead screen.

🐞 Bug fixes

  • Fixed lead filter buttons not working when pressed in the dashboard screen.
  • Fixed text size issues if the user has custom system text size settings.
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