Agile CRM Product Updates

Oct, 2020

• Thanks for your support in Agile CRM. For the last few years, we have developed more applications - almost 20+ - as part of 500apps application suite. Our commitment is to keep it free for our Agile CRM customers. You can check us out at 500apps.com or write to us at sales@agilecrm.com asking to access the first level of apps.

Aug 20, 2019 ( Version: 64.0 )

• Now you can see the Contact Name and Company Logo instead of Field ID Number for Custom Fields.

Aug 05, 2019 ( Version: 63.9 )

• When you delete a user from the CRM, you can now be sure that all information related to the user gets completely deleted.
• Chrome extension issue has been resolved. Now, fetch customer information Using the Facebook widget.
• Now access customer information using Google apps with Google’s recent approval.

Jun 13, 2019 ( Version: 63.3 )

• Agile CRM is not supporting Klout and Google Plus widgets.

Jun 10, 2019 ( Version: 63.2 )

• Fetch the customer information using Facebook widget.

Mar 19, 2019 ( Version: 62.2 )

• All Deal related information are interlinked to customer Documents.

Mar 14, 2019 ( Version: 62.1 )

• Get the drop-down numbers on form building page.

Mar 07, 2019 ( Version: 62.0 )

• Arrow pointer is replaced with Hand pointer in Landing pages.

Mar 01, 2019 ( Version: 61.9 )

• Now record videos with Chrome version 71 and above.

Jan 30, 2019 ( Version: 61.0 )

• New merge fields added which shows recent comment instead complete thread.

Sep 24, 2018 ( Version: 60.1 )

• Agile CRM now integrates with AWeber. Import all your AWeber data into Agile CRM tool using the built-in AWeber widget.

Jun 01, 2018 ( Version: 58.2 )

• Livechat is enabled for Agile CRM domains

May 24, 2018 ( Version: 58.2 )

• GDPR Compliance (Double Opt-In & Cookie Consent)

Mar 23, 2018 ( Version: 57.5 )

• New functionality added to "Track Opens" directly in Send Email Node.

Feb 21, 2018 ( Version: 56.8 )

• Xero has been updated to the latest version.
• You can Sync Quickbooks right from the Agile CRM dashboard.

Feb 15, 2018 ( Version: 56.7 )

• Mail tab has been removed from the deals, so the sales team can focus more on the deals.

Feb 9, 2018 ( Version: 56.5 )

• New RingCentral SDK migration has been completed and now have the latest SDK in Agile.

Jan 31, 2018 ( Version: 56.1 )

• Agile slogan for regular plan customer in Live Chat is removed for better customer engagement.

Jan 30, 2018 ( Version: 56.0 )

• You can add a list to skip any domain's Sendgrid reputation checks

Jan 11, 2018 ( Version: 55.2)

• Slack app has been updated under the partner's section for easy integration

Jan 04, 2018 ( Version: 55.0 - 55.1 )

• You can also test the Email Worker with live traffic.
• The new “Email Worker” micro service is implemented in Agile
• Now you can track your marketing goals using Google Tag Manager (GTM). Easily deploy Agile CRM code in GTM and track the goals from GTM
• You can now have Alias domain deletion done for a specific customer in your account.

Dec 19, 2017 ( Version: 54.7 )

QuickBooks disconnect API call updated:

• You can disconnect from Quickooks by using the Disconnect button. This makes QuickBooks disconnect API to de-authorize the token. Once the connection is terminated, Connect to QuickBooks widget will be visible to the user.

Dec 06, 2017 ( Version: 54.1 )

• Event description can be seen in Contact/Company/Deal pages for better engagement.
• You can add an Owner to update a Deal node.

NOV 21, 2017 ( Version: 53.6 )

• GoToMeeting is a web-hosted service.
• It is an online meeting, desktop sharing, video conferencing software that enables the user to meet with other computer users, customers, colleagues or clients via the internet.
• Go to widgets module, select GoToMeeting under social widgets and enable it by linking with your GoToMeeting account.
• Select any of the contact and schedule meeting on RHS.
• After scheduling meeting, one email will get to the contacts mail id.Click on the link to attend the meeting.

NOV 17, 2017 ( Version: 53.5 )

• Email id is removed from default contact after signup.
• Now Free users have the option to "Schedule Demo" for a product demo.
• All paid users can request an Onboarding session by selecting 'Schedule Onboarding' option by clicking their settings option.

Nov 10, 2017 ( Version: 53.3)

• All the widgets will have statistics on roles and names.
• We have deployed a new Slack widget to integrate with the Slack platform.
• You can now import Hubspot contacts directly from the contacts import page.
• You can see the total number of notes in contacts tab for each contact.
• For Email tracking, you can see a tick mark for sent (gray) and opened (green) email tracking.
• You can select to sort deals export file.

Nov 07, 2017 ( Version: 53.0 )

• Added alerts for campaign addition.
• New currency option 'Belarusian Ruble' added.
• You can create his/her user level canned messages and make them public (optional).
• Introducing emoticon option on agent side chat window.
• 5MB attachment size limit in email attachments.

Oct 23, 2017( Version: 51.7 )

Added Categories feature for Campaigns.

• By default previous created campaigns are moved to Uncategorized.
• Create a campaign category by clicking the 'Add Category' button.
• After creating the category, add the campaigns via existing functionality.
• Able to move the campaigns from one category to another category.

Oct 21, 2017 ( Version: 52.1 )

Google analytics for all categories widgets pageview.

• This report is for knowing how many times the users clicking on the widgets/pageview , or how many times the users viewing the widget pages for each category widget like social,support,billing etc.
• If user opens any widgets and performs any actions on that widget, then that count will come under page views in Google analytics.
• Such a way this report is helpful.
• This analytics will update in every 24 hours.

Sep 22, 2017 ( Version: 51.5 )

• Added 10,000 limit for the hourly trigger.
• Added new Has Task Node in campaigns.
• Added a dashboard for Service with two dashlets for Ticket source and Knowledge base stats.

Sep 12, 2017 ( Version: 51.0 )

• Added multi checkbox custom field in merge field option.
• Added a new report for Knowledge base data count for articles, sections and categories.
• Added 2 more chat themes which can be selected by Paid Customers.
• Added average response time column for average chat message response time report.
• We have now moved the Knowledge base ‘Access’ button to the top breadcrumb.
• Push Notifications are available for iOS users.

Sep 04, 2017 ( Version: 50.8 )

• Service related Nodes are moved to the front in Service >> Automations for ease of selection.
• URL’s or Email ID’s in the chat messages will now show as Hyperlinks at the agent side.

Aug 23, 2017 ( Version: 50.3 )

• Share campaign will work for Alias domains.
• Added company name and fixed mergefield for personal emails and campaigns.
• Email configuration field in Live chat settings- Now the chat transcript will be sent to the End user, chat accepted Agent and to the configured emails which are defined in Live chat settings page.

Aug 21, 2017 ( Version: 50.1 )

• Event will trigger when new contact is added to existing event.
• Added created time for Forms.
• Added Export option in Agent Chat Performance Report.
• Infusion Soft Data Sync.
• Twilio Inbound SMS integration activity log in contact info page.

Aug 16, 2017 ( Version: 49.9 )

• Now we have a clone option to create copy of specific filter.
• Trash count is separated for contacts and companies.
• Now we show only selected folders for IMAP in Inbox.
• RingCentral outbound number enhancement for call and SMS.
• Enable Alphanumeric Sender ID in Twilio.
• Now we have "is before days" filter condition.
• Added new Tabular Report for Avg Chat First Response Time.
• Knowledge Base Help page is now SEO friendly. Knowledge Base CName settings have been moved from Landing page settings to Knowledge Base settings page

Aug 07, 2017 ( Version: 49.5 )

• Tickets can be created from Agile forms.
• Added scheduling feature for Personal Emails.
• Enhanced Periodic triggers’ execution time.
• Added new report which shows the total chats handled by an agent.
• Twilio Inbound Custom voicemail greeting.
• Twilio Inbound automated voice mail after Call Forwarding.
• Customers can customize their own names for LHS menu items.

Aug 01, 2017 ( Version: 49.3 )

• Ring Central Session does not expire automatically if unused.
• Now we are showing Event related contacts/companies’ count next to field.
• Improved performance of email templates.
• Attachment feature for the live chat- Now Agent & End user will be able to upload files for their chat.
• Feedback for Live Chat- Now User will be able to submit their feedback for each chat.
• Added new report which shows the Average First Response Time - Live Chat.
• Added new report named "Chat Feedback Report"-- Live chat.

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July 26, 2017 ( Version: 48.9 )

07

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Updates in

JUL

• Added Event date merge fileds for campaigns - {{event.start_date}},{{event.end_date}}.
• Added Ringcentral Call Campaign Trigger.

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July 24, 2017 ( Version: 48.7 )

• Added the option for selecting Probability in "Update Deal" Node.
• Fixed Active Campaign status issue.
• Map View for Contacts & Companies.
• ZenDesk new version update.
• Now you can add existing contacts to companies.
• Twilio set the timeout before an unanswered call get's redirected to voicemail.

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July 17, 2017 ( Version: 48.3 )

• Added activity reports for Email Templates,Videos,Forms,Landing Pages and Web Rules.
• Added future years for Date Field of the Form.
• Transfer of Tickets when merging Duplicate Contacts.

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July 13, 2017 ( Version: 47.9 )

• Added Automations for Sales & Service and status contact filter, along with the Sales & Service automation reports.

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July 10, 2017 ( Version: 47.6 )

• Now we are showing related contacts’ emails addresses under Mail tab of companies.
• New report named "Ticket Source" is added, which shows the tickets count from various sources.

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July 06, 2017 ( Version: 47.4 )

• Now we have Add/Remove columns for deals.
• EDocs icon changes & other small UI changes.
• Ability to customize the text of the "Open document" button.
• Ability to make the custom fields for signature.
• Twilio Java SDK migration.
• Added activity for Bulk removal of subscribers.

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July 04, 2017 ( Version: 47.0 )

• Now attach notes with ‘Evernote Integration’.
• GoogleSync ‘Contact's Data’ for marketing.
• Added ‘Edit’ option for ‘Email Templates’ category.

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June 30, 2017 ( Version: 46.9 )

05

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Updates in

JUN

• Now we can 'Compose' and 'Receive' email's from Agile Dashboard.
• Now we have reordering of ‘Columns’ for contacts and companies.

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June 23, 2017 ( Version: 46.5 )

• Added log activities like ‘Created, Modified, Deleted’ for Email Templates, Videos, Landing pages, Forms and Web Rules.
• Now we are hiding 'SLA Reached Trigger' for Free and Starter plans.
• Added a new report for the 'Agent's Last Response' on the ticket.
• Enhanced 'Bria' call campaign for contacts.
• Added 'CName' for online calendar.

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June 14, 2017 ( Version: 45.7 )

• Integrated easy to use WYSIWYG (TinyMCE) editor in 'Landing Page Builder'.
• Multi language support in ‘Knowledge Base’ end user's page.
• Enhanced RingCentral ‘SMS for Contacts’.

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June 08, 2017 ( Version: 45.2 )

• Added required field option for ‘Radios’ & ‘Checkboxes’ in ‘Form Builder’.
• Enhanced the ‘Form Submission’ process, now it can run on the server.
• Added ‘Categories Order’ in send email template drop down.
• Added ‘Total Ticket Stats’ report which shows open & pending status of the ticket agent wise.
• Added ‘Quick Ticket Stats’ on top of the tickets page which shows the total tickets count irrespective of the user status being Admin/Non admin.
• Added agent wise filters in ticket as well as public replies & total public replies on ‘Time Period Reports’.

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June 05, 2017 ( Version: 45.0 )

• Now sync contact data from ‘Xero’.

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May 31, 2017 ( Version: 44.9 )

11

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Updates in

MAY

• Added RingCentral ‘Call Transfer’ for both internal and external users.
• New contact gets created for new CC user from HelpDesk.

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May 30, 2017 ( Version: 44.8 )

• Now users will be able to publish the ‘Knowledge Base’ content on their own URL.
• Added 'Roles' feature (Replacing the existing 'Permissions' feature) which is available for 'Enterprise' users only.

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May 29, 2017 ( Version: 44.5 )

• Now user can select the default value for radio buttons and checkboxes in 'Form builder’.
• Added structural elements in 'Form Builder'.
• Added 'New Dashlet' for inactive deals.
• Added 'Merge Field' to get exact deal value, for example: {{deal.expected_value_exact}}.
• Now we also have multi checkbox custom field type.
• Enhanced 'Dashboard' dashlet modal UI.

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May 25, 2017 ( Version: 44.4 )

• Now user will be able to merge one ticket into another with same/different 'Requester Name'.
• Notes, Tasks and Documents of company related contacts is rolled up in the 'Notes' tab.

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May 18, 2017 ( Version: 43.7 )

• Two New Reports on Tickets deployed. 1) Total Public Replies by Agent, 2) Total Public Replies by Time Period.
• Implemented 'Also Viewing' option for ‘Ticket Details’ page. (Service Module).
• Added the asterisk(*) symbol beside the ‘Fom Label’.

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May 15, 2017 ( Version: 43.4 )

• Added ‘Company Widgets’ to all the tabs, except ‘Telephony’ tab.For the ‘Social’ tab you can't access ‘Linkedin’ and ‘Email Finder’.
• Now you can make a ‘Ticket’ private.
• Fixed the ‘Deal Milestone’ trigger issue.
• Fixed facebook page integration issue.
• Fixed an issue with frequency condition in ‘Web Rules’.
• Added shortcut key for ‘New-E documents’.
• Implemented 3 type of new ‘Signatures’ in ‘E-documents’.
• Now find Print option for ‘E-documents’.
• SEO friendly URL introduced on 'Knowledge Base'.

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May 11, 2017 ( Version: 43.3 )

• Added the ‘Where to Redirect’ field for redirecting page after form submission in ‘Web Rule’.
• Enhanced the ‘Form Fields’ which are mapped to tag in frontend for permanent and JSAPI.
• Enhanced custom fields 'Search' option, now it’s separated as 'Sortable' and 'Show in Filter', it displays the results on selection.
• Profile drop down UI has been modified and enhanced with new links like 'Feedback', and 'Product Updates'.
• Now 'Affiliates' feature is available and users can navigate from profile drop down.

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May 10, 2017 ( Version: 43.2 )

• Now we can send Bulk Email template.

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May 05, 2017 ( Version: 43.0 )

• Added Phone number, Address, State, City, Zip on companies static filters.
• Now we can select fields for exporting Contacts/Companies.
• Provided an option to choose 'Ticket ID' in Ticket subject for the end user.
• Enhanced auto refreshment of page for a new ticket generation.

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May 03, 2017 ( Version: 42.9 )

• We have hide 'Trash' for non Admin users.
• Enhanced 'Won Deals' feature, where in the user can see the emails of Contact/Companies.
• Added 'Favicon' upload option under page settings of 'Landing Pages'.
• Added an option to hide pages from search engines under page settings of 'Landing Page'.
• When user shares the 'Landing Page', first image of first block will be shown.
• Now we can update 'Lost Reasons' using 'Rest API'.

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May 01, 2017 ( Version: 42.8 )

• Added an option to disable 'Categories' in Knowledge Base.
• Restricted the Free plan users to access Knowledge Base and Feedback, displaying a message to upgrade the plan.
• Fixed an issue with ‘Tickets’ not getting created, due to server overload.

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Apr 28, 2017 ( Version: 42.7 )

09

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Updates in

APR

• Added new feature, now sync Contacts & Companies data with Hubspot.
• Drupal 7.0 version has been introduced.
• Now, multiple forms will work for single webpage, this is only for newly created forms.
• Enhanced ‘E-Document’, added features like Owner signature, Customer signature, etc.
• Enhanced Xero widget added features like receipts and payment.
• Now download Android/iOS option shows, if someone logs in from a mobile web browser.

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Apr 25, 2017 ( Version: 42.5 )

• We have added RHS filters on ‘Deals’.

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Apr 20, 2017 ( Version: 42.2 )

• Added ACL's for 'Videos'.
• Added an option to show/hide the 'Form Name' in ‘Form Builder’ settings.
• Added an 'Image Group' block under Email Template Builder'.
• Added projections for 'Videos List' drop down.
• Added 'Activities' and 'Reports' ACLs in 'Sales' and 'Service'.

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Apr 17, 2017 ( Version: 42.0 )

• Modified the 'Feedback Report' icons from Awesome, Good, etc., now showing only 'Good' and 'Bad'.
• Fixed issue, removed the signature when Agent adds a Private note to the ticket.
• Now 'Merge Fields' works on direct emails.
• Added Forward/Backward Navigation for Companies.
• Earlier, Contacts/Companies were shown in Ascending order by default, but now we are showing in Descending (Recent come first) order by default.

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Apr 12, 2017 ( Version: 41.9 )

• Ringcentral - Upgrading version files and Enabling Widget.

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Apr 11, 2017 ( Version: 41.8 )

• We are now supporting Portuguese language for our Agile Dashboard.

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Apr 10, 2017 ( Version: 41.7 )

• Added zaps for Help Desk (New Ticket Trigger and Create Ticket action).

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Apr 06, 2017 ( Version: 41.6 )

• Added ‘Office 365’ data sync widget.
• Now we have ACL's for ‘Deals Export’.
• ‘Online Calendar’ is now in 24hrs format.
• Now we are providing an option to share the views to the domain users of respective groups.
• Admin can make it either public or private.

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Apr 04, 2017 ( Version: 41.3 )

• Added SMS ‘Delivered’ and ‘Failed’ events on trigger.
• Users can now sort ‘Contacts’ based on ‘Last called /Last Emailed’.

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Mar 30, 2017 ( Version: 41.2 )

08

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Updates in

MAR

• Added new feature, 'Getting Started' steps for Sales, Marketing, and Service modules.
• Added ‘Video Emails’ as a separate entity.
• Added ‘Videos Count’ in ‘All Domain’ stats report.
• Added Country condition in URL visited node.

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Mar 24, 2017 ( Version: 40.7 )

• Added a new feature, 'Smartview' using this feature, we get to know who is viewing the same contact details, deal details and campaign workflows.

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Mar 22, 2017 ( Version: 40.6 )

• Added new feature, now we have ‘URL’ and ‘Currency Custom’ fields for Contacts/Companies/Deals.
• Enhanced storing Contacts/Companies, now whenever a new Contacts/Companies is added, the Country field in the form automatically get fills.
• Added a new ‘Social Share’ block under ‘Email Template Builder’.
• Added ‘Date Field’ in ‘Form Builder’ for mapping the default and custom contact type agile fields.
• Added ACL's for ‘Email Templates’, ‘Forms’, ‘Push Notifications’ and ‘Triggers’.
• ‘AJAM’ supported in ‘Asterisk’ widget.

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Mar 21, 2017 ( Version: 40.5 )

• Added ‘Documents List’ field in form settings.
• Enhanced ‘Set Owner Round Robin’ at Node level.
• Added two new email template under Newsletter category.
• Contacts/Companies data in Trash will be automatically deleted after 30 days.
• Added detailed ‘Lost Deals’ analysis report.
• Added duplicate functionality for ‘Deals’, now users will show up new deal form with same data.
• Added outbound attachments for ticketing, now the agent will be able to add an attachment along with his ticket note.
• Added 6 dot icons on mobile and also updated the drop down menu on the UI.
• Added “Calls Notifications” on desktop for Telephony Widgets.

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Mar 15, 2017 ( Version: 40.3 )

• Added Time based Merge Fields. For example:
Today : {{current_date}}
Tomorrow : {{current_date +1}}
Yesterday : {{current_date -1}}
Next Week : {{current_date 7}}


• Updated the dashboard “Side Menu Bar” with “New Icons”
• Enhanced ‘Campaign Scaling’
• Added condition for ‘email replied’ in “trigger campaigns”
• Enhanced JSON node that allows to post data in JSON format
• Fixed email address field which was not accepting emails in different format

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Mar 09, 2017 ( Version: 40.1 )

• Added SIP.JS ‘Telephony’ widget.
• Added ‘Email Fetch’ widget under ‘Social Widgets’, wherein ‘Email Address’ is fetched by mapping the ‘Website Domain’ and ‘First & Last Name’ from ‘Contacts Info Page’.
• Added a new option under ‘Deals’ that allows to view ‘Untouched Deals’ for selected number of days.
• Added a new feature under ‘Deals’ allowing users to update ‘Properties of Deals’ through ‘Bulk Actions’.
• Enhanced ‘Deals’ feature by updating ‘Won Date’ and ‘Probability’, when ‘Won/Lost’ milestones are changed in a track.

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Mar 03, 2017 ( Version: 39.9 )

• Added new templates in ‘Form Builder’ based on themes (5-Bootstrap,5- Metro, 5-Flat , 5-Material).
• Added new ‘Twitter App’ for ‘Social Suite’.
• Added a new ‘Push Notification Popup’ template that looks like ‘Chrome Push Popup’.
• Enhanced ‘Form Builder’ by adding ‘Description’ meta tag to the permanent link.
• Enhanced ‘Landing Page Builder’ by adding two more video play icons.
• The impact issues of outlook changes on Chrome extension for Office365 have been fixed and updated.
• Enhanced ‘Partial Update API’ by allowing to add more than 3 emails.
• Agile CRM users can assign a company to a contact using ‘Partial Update API’.

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Mar 02, 2017 ( Version: 39.8 )

• Added new feature to ‘Recently Viewed List’ wherein ‘Tickets’ can be seen.
• Added ‘Add Tickets’ node under ‘Campaigns’.
• Added new feature ‘Social Share’ block under ‘Footer’ facet in ‘Landing Page Builder’.
• Enhanced ‘Push Notifications’ by allowing to send push notifications based on contact filters.
• Enhanced ‘Web Rules’ by allowing to edit the buttons in the web rule pop-ups.
• Enhanced ‘Form Builder’ by adding ‘Name’ and ‘Email’ draggable fields.
• Enhanced ‘Companies List’ page with new UI for ‘Old’ and ‘New’ themes.

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Feb 23, 2017 ( Version: 39.5 )

11

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Updates in

FEB

• Enhanced ‘Contact List’ with new UI.

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Feb 22, 2017 ( Version: 39.4 )

• Added new feature to ‘Ticketing’ wherein, while creating a Ticket, if the email contains a reply-to email address [reply-address], all subsequent replies to the ticket are sent to that email address [reply-address].
• Enhanced ‘Article’s List Page’ by adding a column named ‘Status’ that differentiates the article status [Published or Private].
• Enhanced ‘Contacts & Companies’ feature by allowing the users to update the properties of the contacts or companies through ‘Bulk Actions’.
• Enhanced ‘Dashboard’ wherein, the left hand menu over lapse on the dashboard instead of pushing the body right side.
• Enhanced ‘Email Settings’ by adding CName.
• Enhanced ‘Visitors Filters Page’ by adding ‘Contact Filter’ under it.

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Feb 20, 2017 ( Version: 39.3 )

• Added new feature in ‘Chrome Extension’ named ‘Add New Template’ in email templates drop down in Gmail
• Added new options in ‘Chrome Extension’ by segregating ‘Email Templates’ drop down into ‘Templates’ and ‘Videos’ and showing videos under ‘Videos’ section.

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Feb 17, 2017 ( Version: 39.2 )

• Added a new ‘Status Change Trigger’ in ‘Ticketing’, with campaign name ‘Runs a campaign on Contact, when a ticket status is changed’.
• Enhanced ‘Email gateway Feature’, wherein emails will go from default email gateway, when SMTP & Gmail Oauth fail to send.
• Enhanced ‘Cnames’ option by allowing the users to view the already published ‘Cnames’ in dropdown.

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Feb 15, 2017 ( Version: 39.0 )

• Added an option for ‘Deals Export’ that allows the users to select the headers or columns based on the requirements.
• Enhanced ‘Responsive Webrules’ by showing ‘Close Icon’ inside the popup.
• Enhanced ‘Helpdesk Tickets’ by adding ‘Tracking’ that displays ‘Note Time View’ in ticket details page, when an end user opens the email.

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Feb 13, 2017 ( Version: 38.8 )

• Added ‘Faster CSV Contacts Import’ for client side import of contacts, along with normal import.

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Feb 10, 2017 ( Version: 38.6 )

• Added new template named ‘Minimalistic’ for ‘Ticketing Emails’.
• Added ‘Alerts’ for ‘Clicked & Open’ nodes.
• Enhanced ‘Campaign Designer Page’ by adding an ‘Alert’ at the time of exit.
• Enhanced ‘Campaign Workflow’ by adding an ‘Alert’ for disabling workflow.
• Enhanced ‘Landing Pages’ feature by adding an option to change media type in few blocks such as, form to image, image to form, video to image, image to video etc.

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Feb 08, 2017 ( Version: 38.5 )

• Added ‘Nexmo’ messaging widget under ‘Telephony’.
• Added ‘Custom Field’ option in ‘Import’ feature, allowing to map data during import of contacts, companies and deals.
• Enhanced ‘Editor Options’ in ‘Online Scheduler Page’ that allows to edit the rich text.
• Enhanced ‘Events’ option that allows coloring certain events to categorize or bucket them together.

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Feb 07, 2017 ( Version: 38.4 )

• Enhanced ‘Inbound’ and ‘Outbound’ for ‘Asterisk’ telephony widget.

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Feb 03, 2017 ( Version: 38.3 )

• Enhanced ‘Email Invitation Checkbox’ option, where the selected state (Checked or Unchecked) remains same for the domain, until the state is changed.
• Enhanced ‘Color Types’ for ‘Deals’ with light colors.

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Feb 01, 2017 ( Version: 38.0 )

• Added a new ‘Email’ feature that sends the campaign emails from ‘Outbound SMTP’.
• Added logic to capture & save geolocation data (latitude & longitude) for contacts & companies.
• Added department based modules in ‘6 Dots Menu Navigation Bar’ for old and new themes.
• Enhanced ‘Landing Page Builder’ by adding 15 new blocks such as Feature, Basic block, Call to Action, Testimonials, FAQ's and Footer under various categories.
• Enhanced UI for two blocks under ‘Landing Pages’.
• Enhanced ‘API’ that allows to add the source of a contact using API.

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Jan 27, 2017 ( Version: 37.8 )

14

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Updates in

JAN

• Enhanced ‘LinkedIn Sales Prospect’ in Chrome extension. Now displaying 100 search results instead of 10.

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Jan 25, 2017 ( Version: 37.6 )

• Added ‘Drupal Plugin’ that supports Drupal version 8.
• Added ‘Joomla Plugin’ on the website for Joomla users.
• Enhanced ‘Domain Key Settings’ feature with ‘Send Email’ option.
• Enhanced ‘Form Settings’ with ‘Description’ field that allows users to add description to a form(s).
• Enhanced ‘Number Custom Fields’ that allows adding decimal values to a number.
• Enhanced ‘Ticket Note’ option by adding an ‘Icon’ to it.

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Jan 24, 2017 ( Version: 37.5 )

• Added a new block ‘Image+Caption’ in ‘Content Blocks’, under email template builder.
• Enhanced ‘Image Block’ feature under email template builder that allows image customization to full size of the block.
• Enhanced alignment functionality for ‘Image Block’ under email template builder.

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Jan 23, 2017 ( Version: 37.4 )

• Added ‘Three New Languages (Italian, Russian & French)’ under ‘Preferences’.
• Enhanced ‘Chrome Extension’ functionality that supports ‘LinkedIn New Version’.

Jan 20, 2017 ( Version: 37.2 )

• Enhanced ‘Dial Pad’ with ‘Alpha-Numeric’ options.
• Enhanced ‘Twilio Outbound CallerId’ feature in ‘Contact Edit Page’ to allow users to make direct calls from the outbound number dropdown menu.
• Enhanced ‘Twilio Widget’ by removing the mandatory option for ‘Twilio Number Setup’.

Jan 20, 2017 ( Version: 37.1 )

• Added a feature in ‘Deals’ that allows users to view the underlying data for ‘Deal Reports’.
• Enhanced ‘Domain Level Verification’ feature for Emails.
• Enhanced Default Theme Properties.

Jan 18, 2017 ( Version: 37.0 )

• Added ‘Asterisk’ telephony widget under ‘Preferences’.
• Added new tab ‘Email (DKIM & SPF) Settings’ under ‘Admin Settings’.
• Fixed a ‘Clicked Node’ issue.

Jan 17, 2017 ( Version: 36.9 )

• Added ‘Multi-Currency Supporting’ feature in ‘Deals’ for enterprise users. This allows to create and manage deals in multiple currencies.

Jan 12, 2017 ( Version: 36.7 )

• Added a ‘Shopify’ option in Agile CRM, allowing product name to be added to ‘Deals’ that helps understand the number of products purchased by a certain customer.
• Enhanced ‘Analytics’ feature with ‘Copy’ button in Admin Settings, which allows users to copy the analytics script.

Jan 11, 2017 ( Version: 36.5 )

• Added ‘Call Conference’ feature for Twilio telephony widget.
• Added ‘Drop Down Values’ for transparency feature in ‘Form Builder’.
• Added four new basic blocks under ‘Layout’ category and cleaned few blocks in ‘Landing Pages’.
• Added an option to change ‘Button Text Color’ in ‘Landing Pages’.
• Added an option to change padding at the top and bottom of every block in ‘Landing Pages’.
• Enhanced ‘Voice Mail Drops’ feature for Twilio in telephony widgets.
• Enhanced ‘Navigation Menu’ feature in ‘Landing Pages’, allowing the menu to be ‘Fixed’ or ‘Not Fixed’ when a webpage is scrolled.
• Fixed ‘Transparency Background’ issues in ‘Form Builder’.

Jan 09, 2017 ( Version: 36.4 )

• Enhanced ‘Online Calendar’ features, allowing to create customized ‘Meeting Types’ with different time frames.

Jan 05, 2017 ( Version: 36.3 )

• Enhanced ‘Outbound SMTP Mails’ option that supports the attachments for personal email.

Jan 03, 2017 ( Version: 36.1 )

• Added ‘Alphabets’ feature in ‘Admin Settings’, displaying the tags based on the selected alphabet.
• Added ‘Create a Copy’ option in Form Builder.

Dec 30, 2016 ( Version: 36.0 )

• Enhanced ‘Contact’ feature with multiple ‘Tags’ filter in ‘Visitors’ page

Dec 29, 2016 ( Version: 35.9 )

• Added ‘Form’ feature allowing user to create custom themes
• Enhanced ‘Email Builder’ by moving content blocks from left to right side for user friendly access

Dec 27, 2016 ( Version: 35.7 )

• Added TinyMCE Editor in ‘Web Rules’
• Enhanced ‘Uploading Documents’ feature, to allow uploading documents from local drive in a single step

Dec 26, 2016 ( Version: 35.4 )

• Added 'SMS Sending' option for domain user to the agents.
• Added ‘Ozonetel Telephony’ widget.
• Added navigation bar in ‘Form Builder’.
• Added ‘Open Link’ option in ‘Landing Pages’ detail editor.
• Added ‘Tags’ filter for ‘Visitors’.
• Enhanced ‘Deals Export’ functionality based on filter conditions.
• Enhanced ‘Deals CSV Export’ functionality available in User Activities.
• Enhanced ‘Next Action Popup’ functionality for ‘Form Saving’.
• Enhanced ‘Images’ feature in ‘Landing Pages’ to allow user to apply custom size values.
• Enhanced ‘Tickets’ feature enabling the user to view only the assigned group tickets.
• Fixed RingCentral connection issue.
• Fixed ‘Won Deals’ issues for incorrect reports due to daylight saving time zone.
• Fixed ‘Landing Pages’ heading styles editing issue, when end user applies text.
• Fixed unsubscribe campaign email template issue.
• Removed ‘Home’ and ‘Contacts’ from ‘Service’ dashboard and changed the positions of the icons.

Dec 21, 2016 ( Version: 35.1 )

• Added ‘Background Color’ option in Landing Pages.
• Enhanced UI/UX for Sales dashboard.

Dec 15, 2016 ( Version: 34.3 )

• Added Form module for all users.
• Added ‘Twitter Handle’ to Agile CRM’s Chrome extension.
• Added ‘UserVoice’ to Contact Us and removed it from Dashboard pages.
• Fixed issues under Integrations.
• Fixed minor issues in Service dashboard.

Dec 14, 2016 ( Version: 34.2 )

• Added 'Call Transfer' feature in Twilio to allow call transfer between internal users and Voicemail.

Dec 08, 2016 ( Version: 33.9 & 34.1 )

• Added ‘Import Historical Data’ to allow contacts sync for Magento & Shopify users.
• Added ‘Gmail’ OAuth for SMTP.
• Added ‘Remove Background Image’ option for Landing Page blocks.
• Added ‘Ticket Status’ icon & ‘Favorite’ button in Ticket details page.
• Added ‘Email’ column for Companies.
• Enhanced UI for DKIM & SPF.
• Enhanced UI & UX for Sales dashboard.
• Fixed the ‘Delete and Clone’ actions for Video Blocks.
• Removed ‘Upgrade’ page and links for iOS users.

Dec 02, 2016

• Added a new sign up feature that allows signing up with Google Apps email ID.
• Changed ‘Service’ module icon.
• Enhanced ‘Show Modified Time’ for Email Templates.

Dec 01, 2016

• Added ‘Default Avatar’ for all registered users.
• Added a tab to block ‘Email Purchase’ for more than 10,000 emails to restrict spammers. Only Support reps can unblock this purchase using ‘Release’ button in Admin Panel
• Added ‘Show Time’ to show the time comments were inserted in the Feedback Page.
• Added ‘Web Rules’ to Shopify Store registered users.
• Enhanced ‘Left Navigation Bar’ to show Sales, Marketing & Service tabs, and individually categorized their drop-down menu.
• Enhanced Admin Settings to divide "API & Analytics" in to two parts as 'API' & 'Analytics'.
• Enhanced ‘Email Content’ to block spam URLs.
• Enhanced Marketing dashboard by rearranging the ‘Dashlets’.
• Enhanced ‘Video Block’ in Landing Page to allow valid URLs from YouTube & Vimeo.
• Enhanced UI/UX of Sales dashboard to improve the functionality.
• Fixed ‘Recaptcha’ issues.
• Removed ‘Deal’ & ‘Company’ custom fields from Form Builder.

November 25, 2016

09

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Updates in

Nov

• Added ‘Enable Authentication’ button on Single Sign-On page.
• Considering pro-rated amount for Add-ons.
• Enhanced ‘Notifications’ tab to show Push Notification sent on mobile by default.
• Enhanced UI/UX for Sales dashboard.
• Fixed Widgets performance issues.

November 23, 2016

• Andriod App (including Push Notification feature) is now available in Play Store.
• Added ‘Ticket’ & ‘Call’ shortcuts in the “Add” drop-down option on Main Dashboard.
• Added ‘Product Code’ option for Products.
• Added restriction on Campaign Emails count for domains without valid “DKIM & SPF” settings.
• Enhanced Admin Setting for Users to remove the auto-filling of the email and password.
• Enhanced mobile compatibility.
• Enhanced UI for ‘Recently Viewed’ drop down.
• Enhanced Date Format to DD/MM/YYYY in ‘Preferences’ Advanced option.
• Enhanced UI/UX for Sales dashboard.
• Fixed UI issues in Admin settings under Service.

November 22, 2016

• Enhanced ‘Search’ option for better results.
• Enhanced ‘Subscription’ via credit card to allow users with card expiry on same month also to opt for subscription.
• Removed 'Email Templates' link from Preferences.
• Fixed ‘NullPointerException’ in Support Admin Panel.

November 18, 2016

• Added ‘Manage Tracks’ for Deals under ‘Tracks & Milestones’ page in Admin settings.
• Added ‘Java Script’ option in Landing Page Settings
• Added 'Tool Tips' across the Marketing automation functions (wherever required).
• Added team email IDs for ‘Exception’ logs.
• Enhance UI for Sales Enablement.
• Enhanced IU for Feedback in Service dashboard.
• Enhanced UI for Marketing dashboard.
• Fixed few UI issues in Marketing Automation.

November 16, 2016

• Added ‘Contacts Count’ in Email Template with report type in Contact Report Email Template.
• Added ‘Email Option’ in Production Box when any ‘Exceptions’ occurs.
• Enhanced ‘Email Tracking’ by adding open and unsubscribe click analysis.
• Enhanced ‘Call Report’ timeline from seconds to minutes.
• Enhanced UI in Sales dashboard.
• Removed ‘Manage Forms’ button from the Landing Pages.
• Removed ‘Restrictions’ in Activity Dashlet.
• Fixed an issue in ‘Feedback’ feature.

November 11, 2016

• Allowing customers to purchase add-ons [Permissions(ACLs), Campaigns, Triggers] if their existing plan does not support.
• Added “Theme & Layout” option in Preferences.
• Enhanced ‘Preload Setting’ to make it a default one.
• Enhanced UI of Email Template.
• Enhanced ‘Support Admin’ panel.

November 09, 2016

• Added ‘New Fields’ for Zapier integration.
• Enhanced UI for ‘Call Reports’ & ‘Call Dashlets’
• Enhanced ‘Deals’ feature to allow users to add companies in Related Contact fields.
• Enhanced UI of the app.
• Fixed minor issue in ‘Deals’
• Fixed ‘Custom’ field for ‘Last Name’ in Contacts & Company page.
• Fixed minor issue in ‘Events’ dashlet.

November 04, 2016

• Added ‘Unsubscribe’ link to default templates in Email Builder.
• Added ‘Unsubscribe’ merge field to Email Builder Editor.
• Added ‘Hidden Field’ option in ‘Form Builder’.
• Added ‘Count’ and ‘Report’ type in Contacts Reports email template.
• Enhanced ‘Name Format’ feature in ‘Advanced’ tab, now users can swap (First Name First, Last Name Last & First Name Last, Last Name First) contact names.

November 01, 2016

• Added “Webhook API” that allows developers to Create, Get and Delete webhook for enterprise plan.
• Added ‘warning & alert’ messages when a user account reaches 80% and 100% contacts limit.
• Fixed ‘Upload Images’ issue for “Landing Pages” & “Push Notifications”.
• Optimized ‘DashBoard’ performance.
• Fixed minor issue with ‘Contacts & Companies’ direct email from pop-over.

October 28, 2016

05

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Updates in

OCT

• Added ‘Dynamic Content’ feature in “Landing Pages” wherein user can dynamically change either text, button or image of a landing page based on web rules.
• Added ‘Verify’ button to “Track Code” to allow users to validate Agile track code of their website with app default track code.
• Added a feature to display ‘Deal Tags’, ‘Deal Tags Time’ and ‘Tags Epoch Time’ in “Deals CSV Export”.
• Added ‘Download’ functionality for contacts and companies export to show user activities with download link.
• Added ‘Help Video’ icon in “Campaigns” list page.
• Added wait-time for creation and cancelation of “Events” from email.
• Enhanced ‘Getting Started’ dashlet for Marketing Automation dashboard.
• Enhanced ‘Events Emails’ such that user can opt to receive or not receive event emails.
• Minor enhancement to “Google Sync”, now users need not reset the Credentials in Google sync when user moves from Google to Agile and vice versa.
• Enhanced “Deals CSV Export” to allow a count of 10 notes for each deal.
• Fixed minor issue in ‘Never Contacted’ filter.
• Fixed minor UI issue in ‘Contact Timeline’.

October 24, 2016

• Added “Products” feature to ‘Deals’ where customer can create product catalogs and deal value can be calculated based on product value.
• Added “EDocuments” feature to ‘Documents’ where users can create e-documents with product catalogs and send the same in emails.
• Fixed minor issue of “Condition Node” for API Calls.

October 19, 2016

• Added direct creation of ‘new contact’ or ‘new company’ from “Related Contact” field in Deals, Tasks, Events and Documents.
• Added delete option for “Event ACLs” and divided “Update Event ACLs” into ‘Update Events and Delete Events’.
• Added “Record & Send Video Emails” feature under email template builder.
• Added ‘Auto Recharge’ feature to “Email Credits” to allow automatic addition of emails in the user account.
• Updated WordPress plugin available on our website.
• Added “reports” for “Web Rule”.
• Added an ‘inline submission’ message for “Forms”.
• Added an option for user to select a recorded video in landing page blocks.
• Enhanced “Activities & Reports” to be divided module wise.
• Enhanced “Email Reports” to include ‘last emailed’ filter for “Companies”.
• Enhanced ‘Contacts & Companies’ website field with “Field Validation”.
• Enhanced “Deal Activity” to display ‘Task Log Activity’.
• Enhanced ‘sorting’ for “Email Templates”.
• Enhanced “Email Logs” to show ‘To’ and ‘From’ email addresses.
• Fixed UI for ‘anchor tag’ in “Deals”.
• Fixed a minor issue for Helpdesk ticket.
• Fixed an issue with “QuickBooks Sync” for duplicate contact.
• Fixed the form tag issue with mapping of multiple selection.
• Fixed an issue of having special characters in Campaign Email Subject.
• Restricting “User Activities” for free users.

October 16, 2016

• Added “deal is closed” option in Notification tab under “Preferences” settings that allows users to receive an email once the deal is closed/won.
• Added minor enhancements to “Google Contact Sync”.
• Enhanced “Deals Import” by removing dependency with “Track & Milestone” columns in deal import .csv file.
• Fixed an issue in “Online Scheduler”.

October 14, 2016

• Added “Feedback” feature to Service Module to allow users to provide feedback on every ticket and enable/disable feedback option from Admin settings of “Service”.
• Added “Add All Contacts” feature on Agile CRM Chrome extension for LinkedIn to allow users to add all contacts at a time.
• Added a new SMS Trigger.
• Added “Show Company Activities” feature in Company Timeline view.
• Added “Email Notification” feature to Admin User to receive emails once stats on Contacts/Companies under Admin settings is updated.
• Enhanced UI for “Call Log Modal” popup.
• Enhanced UI for “Gmail Gadget” in Chrome extension.
• Enhanced “DKIM & SPF Email” settings for all domains.
• Enhanced “Won Deals” in milestone view to show “Deal Gained Date” in Deals.
• Enhanced Contacts & Companies Count to be updated dynamically.
• Enhanced “Canned Responses” to allow either public or private sharing/viewing.
• Enhanced “Service Reports” to show Feedback reports .
• Enhanced “Google Calendar Events” to show in Safari browser in Mac.
• Updated Email Builder to show in Spanish language.
• Updated “Tasks” to restrict to execute automatic script to “Task Name” field.
• Fixed a minor issue of Deal Milestone node.
• Fixed an issue with “Custom Date Field” in Deals.
• Fixed an UI issue related to call log note.
• Fixed issue with XSS in “Ticket Notes”.

September 29, 2016

06

---

Update in

SEP

• Released Magento 2.x version. (Downloadable from website).
• Added Last Contacted 'Is after', 'Is before', 'Is between', 'Is last', 'Never' filter under companies.
• Released calls JAR file 2.x version. (Downloadable from Bria and Skype widgets).
• Added enhancements to optimize the performance of Skype and Bria calls.
• Enhanced Landing page with Spanish language option.
• Enhanced Email Report - Activity Report with new template.
• Enhnaced tags filters by showing the list of tags when the textbox in contacts and companies is used.
• 'Refer-a-friend' option is temporarily removed.
• Enhanced 'Email templates' view to show in alphabetical order for 'Office 365 Gadget' and for 'Gmail Gadget'.
• Enhanced the documents to show documents tab under Contacts, Companies and Deals when user has Documents access level permissions.
• Enhanced 'created date' with 'time ago' date format for global search results of documents, deals and tickets.
• Added sort option for enhanced Deals milestone column and Documents owner column for global search results by adding 'sort' option.
• Fixed a height & width issue in mobile companies Default Gravatar.
• Fixed Chrome extension css override issue.
• Fixed an issue with the Agile Field as 'website' for custom and default themes.
• Fixed the owner changing issue on Contact update.
• Fixed the time zone issue in Wait node.
• Fixed an UI issue related to call log note.
• Fixed the server error issue for customers domain.
• Fixed the sorting issue in global search 'More' results.
• Fixed a minor UI issue in direct dial.
• Fixed a minor issue of user search criteria in global search.
• Fixed an issue with received attachments file size in helpdesk.

September 26, 2016

• Enhanced "Click to call" option in Contacts.
• Fixed Custom info of custom fields in contacts and companies details page.
• Fixed an issue in customer domain "Deals do not load".
• Fixed tags time issue in backend while adding tags to a deal.

September 21, 2016

• Added Shopify companies sync feature.
• Added Rest API call to remove contact from deal.
• Added Register Deal feature in Affiliate program.
• Enhanced i18n with upload Window popups.
• Enhanced service related modules (Admin settings, Help Centre, etc.) by making them mobile responsive.
• Enhnaced Search results page by making it mobile responsive.
• Enhanced form builder by adding 6 new templates.
• Enhanced styles for form fields.
• Enhnaced Campaign nodes list by removing 'Add' and 'Close' case nodes.
• Enhnaced daily generated internal reports by adding push notifications count.
• Enhanced Tasks module and Task Dashlet by adding an alert message when user closes tasks.
• Fixed the timeline issue for a customer.

September 16, 2016

• Released Agile CRM Affiliate Program. Added auto grow text areas.Implemented feature for users to see Agile Dashboard in Spanish language by auto detecting the browser language for Spanish users.
• Added a push pop-up for push notifications.
• Added bulk actions 'Change Owner', 'Change Priority', 'Change Status', 'Change Due Date', 'Delete' for Tasks module.Enhanced sort option for 'Companies' by making it available for mobile users.
• Enhanced filter option in 'Companies' by making it available for Mobile users.
• Enhanced 'Home' tab in Sales, Marketing, and 'Service' to improve the UX.
• Enhanced 'Contacts' tab in Marketing & Service modules.
• Enhanced sound recognize blinker by aligning it to centre on microphone icon in Xspeech.
• Enhanced bootstrap tool tips to download chrome extension, android, and iOS.
• Added Spanish language for Login, Sign up, Forgot Password, Forgot Domain, Verification pages.
• Enhanced nav bar by replacing '+' icon with 'Add' text.
• Enhanced Getting Started Page by adding Marketing Video.
• Enhanced Campaigns screen by adding Remove Manage Email Templates, Triggers, Reports.
• Enhanced Visitors Screen by removing Companies.
• Enhanced landing pages by adding "powered by agile" brand (only shows for free plan).
• Enhanced list view of deals & tasks by showing related contact avatars.
• Fixed UI issue in 'MA - Getting started Dashlet' for first time user.

September 09, 2016

• Added a CSV report about contacts merged from Data Sync in email attachment.
• Added a new tab 'Telephony' under admin settings to customize call status.
• Added timeline for deals to display deal activities in timeline view.
• Added the 'Klout' widget to know customers' social activity score fetches based on their Twitter profile.
• Added 'FullContact' widget to update customers' information, eg. name, photo, company, home address and websites.
• Added display for related contact avatar image in list view of tasks.
• Updated Email templates with responsive UI (Campaign Reports, Contact Form Submitted, CSV Deal Import, Plan Changed).
• Removed validations to accept domain names, for mobile.
• Updated new Dial pad UI and Performance.
• Enhanced stripe triggers to work for latest Stripe version.
• Enhanced the responsiveness of web push pop-up.
• Emails Count will now decrease for BCC and CC Emails.
• Now user can create custom field for Contacts, Companies and Deals at once.
• Enhanced custom field order in LHS filters & New/Edit page of Companies.
• Few enhancements added to contacts under companies.
• Now we are displaying the owner image for deals in task detail page.
• Now we also show the manual call log activity in call activities.
• Enhanced companies deletion to reflect immediately in activities instead of reloading the page.
• Fixed Zapier Issue : Updating company name issue has been resolved.
• Fixed Update Deal issue in Rest API.
• Fixed Text search Webhook related issue.
• Fixed Zapier Issue -> After adding specific tag which will trigger a campaign issue.
• Fixed Emails skipped issue when comma in firstname and lastname.
• Fixed the Form Submission JS API Issue.
• Fixed Issue Where Form details are not updated when filled in the second time.
• Fixed Issue Where Campaigns logs time was not showing in timeline.
• Reformulated the child push pop-up text for user better understanding.
• Fixed the custom field issue of contacts under companies.
• Fixed Zapier Issue -> Fixed the bulk action issue for large count of deals.

September 02, 2016

• Added tags for Facebook, LinkedIn and Twitter sales prospects.
• Included company name to show on web push notification pop-up.
• Not displaying calling options in companies.
• Fixed a minor issue in push notification pop-up.

August 31, 2016

07

---

Updates in

AUG

• Added a new marketing feature – 'Push Notifications' – to re-engage with your customers.
• Added a feature that allows users to create a new contact or append to existing contact after the end of the call.
• Added a trigger in Zapier for any milestone change.
• Enhanced functionality to display the deal owner’s avatar for list view of deals.
• Updated Online Calendar with Spanish language.
• Added preview (test preview) for Push Notifications.
• Enhanced push notifications to capture 'Anonymous' contacts and add them to the domain.
• Added a node for push notification template selection.
• Updated functionality to restrict emails to users after the deal status changed to ‘won’.

August 29, 2016

• Added an option for all the domain users to receive an email when user wins a deal.
• Added an option to create “New Ticket” option for mobile users.
• Added “Advanced Search” and “Voice Search” option for mobile users.
• Enhanced Tasks list for mobile users.
• Showing auto cursor in "Advanced search" text box - [Core Team].
• Enhanced UI in Reports Page of the CRM.
• Made web rules – split-message, pop-out, valentine, and help pop-up more responsive across various devices.
• Enhanced contacts reports in the CRM to pick correct results with created and updated date.
• Not considering lost deal count in revenue dashlet, sales forecast report and user report.
• Enhanced companies mail tab to expand mails with special characters.
• Users can set star rating from 0 to 5.
• Fixed email template button URLs trailing "/".
• Fixed the condition node with Date custom field.
• Removed custom checkbox and search input field from form builder.
• Fixed an issue with attachment alignment.
• Fixed an issue with broken templates in the CRM.

August 19, 2016

• Added advanced ‘Search’ option that enables search by contact, company, deals, documents, and tickets.
• Added a feature for Twitter Sales Prospecting in the Chrome extension.
• Added a feature in the Chrome extension to identify LinkedIN profiles and companies from Google, based on any keywords and add them to your leads database, to increase your sales.
• Added a feature to display ‘Search People on Google’ and ‘Search Companies on Google’ on right click and hovering the pointer on Agile CRM icon.
• Added voice search option.
• Added warm call transfer support for Twilio.
• Added add/remove columns functionality for contacts within company details page.
• Added E.164 phone format support for telephony.
• Added Bulk actions to list of contacts within the companies detail page.
• Updated Tasks with new UI.
• Added sort by option in contacts in mobile app.
• Enhanced UI for Chrome extension search modal popup.
• Enhanced UI for Google Gadget.
• Added relative filter option for custom date fields of contacts.
• Enhanced email field validations to accept if email address has either upper case or lower case letters in Agile Forms.
• Enhanced country filter for Contacts and Companies.
• Made Ticket list and Ticket Details pages mobile responsive.
• Enhanced functionality to show account user email id in Sent email if it is verified.
• Changed Landing page video.

August 12, 2016

• Added ACL for Landing Pages and Visitors.
• Moved the position of ‘Edit’ option for Contacts, Companies and Deals from the drop down.
• Now Companies export has tags and tags created time data in export CSV.
• Added functionality to dial extensions (DTMF) during a Skype call.
• Now users can create Company by using JS API.
• Added an option to disable ‘unsubscribe’ confirmation email.
• Made web rules – standout-form, minimal-form, elegant-form and choice multi-survey more responsive across various devices.
• Enhanced functionality to merge contacts within the selected companies.
• Split Manage Deals in ACLs to ‘Update Deals’ & ‘Delete Deals’.
• Deals de-duplication is now feasible for deal import using Deal IDs.
• Enhanced CSV import failed response file to show both failed contacts and merged contacts.
• Performance improvements to ‘Revenue by Source’ report.
• Fixed minor issues in Landing Pages.

August 08, 2016

• Added a language option that enables users to view the CRM interface in Spanish. They can switch between English and Spanish languages through Preferences Advanced tab..

August 04, 2016

• Added Owner phone number merge field “{{owner.phone}}” in CRM.
• Added 2 new columns to contacts listing page - ‘Last Called’ & ‘Last Emailed’.

August 02, 2016

• Added a new element under ‘Teams’ block of landing pages.
• Enhanced functionality to sort tasks based on their due date.
• Enhanced UI with colors and animations.
• Fixed an issue with contact name that doesn't show up on Visitor tab.

July 29, 2016

11

---

Updates in

JUL

• Added an option in ‘Refer a Friend’ popup to join our Affiliate program.
• Added color code for events based on their status in calendar view.
• Improved performance of Contacts & Companies pages in CRM.
• Added a new column ‘Tags time’ which is shown in date format in contacts export CSV.
• Added a new ‘Update’ option in admin settings for resyncing deal data.
• Added a new merge field to ‘set owner’ campaign node.
• Restricted the use of system names as labels for custom fields.
• Changed button name from ‘Knowledge Base Settings’ to ‘Settings’ in Knowledge Base page.
• Replaced ‘Access your Knowledge Base’ button with ‘Access’ link in top right corner.
• Added ‘Save Changes’ button in Knowledge Base settings page.
• Added a default Knowledge Base template.
• Changed the default Knowledge Base home page view for end user.
• Added a default category.
• Fixed a minor issue in Landing Page builder.

July 27, 2016

• Added column based sort option for Landing Pages.
• Added ‘product purchased name’ as a tag in Agile CRM for Magento Plugin.
• Enhanced Amazon SES to capture the bounces and complaints through SNS.
• Enhanced contacted filter for contacts to consider manual call logs.
• Restricted Google contacts sync from Agile to Google based on email address to eliminate creation of duplicate contacts.
• Enhanced ‘Last called’ and ‘Last emailed’ filter for contacts to filter them based on ‘never’ condition.
• Fixed a minor issue in landing pages.

July 26, 2016

• Added New Landing Page builder to the CRM.

July 25, 2016

• Added two social icons Pinterest and Instagram in social block of email template builder.
• Added a feature to download Chrome extension, Android App, and iOS beta access from the CRM dashboard.
• Added responsiveness to 7 Web pop-ups - call, elegant, help, radiant, sleak, pop-out and choice-two.
• Added new column in export CSV for contacts, companies & deals to show names for Contact type and Company type custom fields.
• Added mobile responsive OTP email templates - Verify IP Address and Verify Browser.
• Enhanced Chrome Extension with 'Update Contact' functionality for LinkedIn contacts.
• Enhanced functionality to show deals, documents, and tickets in search results page.
• Enhanced logging of call status for voicemail.
• Last visited tab is saved and shown for company details page.
• Changed the duration from seconds to minutes for Call reports and Dashlets.
• Updated Agile CRM Java API with latest Jars in Git.
• Changed the name from Helpdesk to Service in Reports.
• Fixed a minor issue in Forms.

July 21, 2016

• Added Column based sort option in Documents.
• Agile CRM app is now compatible with Edge browser.
• Changed the position of Social tab.
• Removed the deprecated feature of cases from the Sales module.
• Added Contacts information in Tasks email template.

July 15, 2016

• Added capability for mobile users to use native carrier to call the contact's phone numbers by clicking on the number.
• Added another new email gateway 'Mailgun' in email integrations page.
• Added new ‘Knowledge Base’ tab in the 'Service' panel (Admin settings).
• Enhanced upgrade message for free users and also provided an option to close it.
• Enhanced Toggle feature by showing a blinking bulb for every refresh.
• Enhanced Chrome Extension Track Mail to show 'Email Template Name' instead of 'Subject' in Gmail.
• Enhanced landing page by adding Knowledge Base elements.
• Renamed 'Helpdesk' as 'Service' in Admin Settings.
• Enhanced Service Dashboard by adding ‘Knowledge Base’ to left menu.
• Fixed a minor UI issue in Call popup.

July 14, 2016

• Added 9-dots in nav bar to toggle between sales, support and marketing.
• Added edit option for custom widget.
• Added dailpad for call popup.
• Modified 'New' as '+' in nav bar.
• Enhanced 'Search' UI behaviour.
• Enhanced 'Sales' by including 'Calendar', 'Tasks' and 'Online Calendar' in left menu.
• Enhanced 'Marketing' by including 'Triggers', 'Forms', and 'Email Templates'.
• Enhanced 'Service' by including'Groups', 'Labels', 'Canned Responses', and 'Views'.
• Enhanced Call popups.
• Enhanced Call node campaign.
• Enhanced Setup help text for Call node.
• Enhanced “Add for users” functionality of widgets.
• Minor enhancements to widgets usability & speed.
• Enhanced call campaigns for debugging by adding logs.
• Fixed an issue with the call popup screenshot.

July 13, 2016

• Added the dashboard toggle option for mobile phones.
• Added a new feature: 'Single Sign-On' for a unified “one-brand” user experience.
• Created Github documentation for SSO.
• Integrated ShareASale with Agile CRM.
• Enhanced Servlet Optimization (Set values at 'login' instead of 'page refresh').
• Enhanced 'Chrome Download' from within the dashboard.
• Fixed a tracking code adding issue.

July 08, 2016

• Added ‘On the Top’ web rule in web rules page.
• Added a feature to import notes for companies CSV import.
• Enhanced country filter in contacts & companies.
• Enhanced country field while saving contacts & companies from import & data sync.
• Fixed a minor issue in campaign logs.

July 06, 2016

• Added LinkedIN sales prospecting feature to Agile’s Chrome extension to fetch contact data from LinkedIN and Facebook. This feature enables users to build a list of targeted leads directly from the browser.
• Added ‘Sales’ dashboard.
• Changed Activity icon for 'Recent' in top nav bar to maintain consistency with other icons.
• Enhanced task report details with new template.
• Added ‘Won Date’ condition to sort deals.
• Set default deal type to ‘White’.
• Enhanced country filter in Contacts and Companies.
• Fixed a minor issue in Campaign Reports.
• Fixed an issue in Landing Page.
• Fixed minor issues in Web Rules.
• Fixed minor issues in Deals.

July 04, 2016

• Increased the number of users for free plan from 2 to 10.
• Enhanced events, tasks and emails in ‘Company’ details page.
• Renamed the 'Marketing Dashboard' to 'Marketing'.
• Added activity log under Task details.
• Fixed a minor issue in import of Contacts and Companies.

June 29, 2016

• Added a feature to ‘Sort’ Deals based on created time, value and closed date.
• Added a security feature to allow only Admin users to cancel ‘Subscription’ and ‘Email Subscription’.
• Enhanced deal filters to filter deals based on multiple conditions.
• Added a new field Event Status with Completed, Rescheduled, Cancelled, No Show in event modal.
• Enhanced email open dashlet.
• Renamed Global ‘Dial’ text to ‘Call’ in Navbar.
• Enhanced the text search from Global search of navbar to search using last name of the contact.
• Fixed minor issues in Landing Page builder.
• Fixed an issue with contact’s image in Skype and Bria call popup.

June 27, 2016

• Added functionality to access ‘Call script’ from call popup while on call.
• Added functionality to merge duplicates in ‘Companies’.
• Moved Currency drop down to ‘Admin Settings’.
• Enhanced functionality to support image crop option for IE users.
• Restricted users to send only 25 emails from bulk action irrespective of their domain plans.
• Changed the report label from ‘Lost Deal Analysis’ to ‘Deals Lost by Reason’.
• Added a tag ‘Gmail company’ for companies synced from Google contacts.
• Enhanced functionality to use Underscore in custom field label.
• Fixed a minor issue in Forms.

June 22nd, 2016

• Added a new web rule for submitting tickets.
• Enhanced UI to show telephony provider for call activities in the timeline.
• Restricted API calls per day based on plans. For Free users 500 calls/day, for Starter users 5000 calls/day, for Regular users 10000 calls/day, and for Enterprise users 25000 calls/day.
• Added image cropping option for uploaded avatars in Contacts, Companies, Preferences, and Users.
• Added functionality to move Deals from one ‘track’ to another.
• Added a feature to take notes while on the call.
• Added ‘Manage Email Templates’ button in campaigns page.
• Restricted to post 25 tweets per day from Campaign Tweet node.
• Included ‘Won Date’ in deals CSV export.
• Added ‘Updated Date’ condition to LHS filters of Contacts & Companies.

June 17th, 2016

• Added ‘Call node’ in campaigns to call and play automated voice messages.
• Added a feature to dial a phone number directly from the menu.
• Added 'Sort by' option in Work flows.
• Enhanced UI for Goals tab under Deals.
• Added an option in Landing pages to 'Add a link' for image.
• Enhanced display of Activity logs to show ‘company name’ when a company is deleted.
• Enhanced call log to collect non-zero duration for calls with status - Answered, Inquiry, Interest, Meeting scheduled, and New Opportunity.
• Enhanced UI for compact and fit views under Deals milestone view.
• Upgraded Xero Plugin with new Entrust Client SSL Certificate.
• Fixed a few font style issues in the email template.
• Fixed a minor issue with checkbox values in form builder.

June 15th, 2016

• Added a pre-defined ‘Marketing Dashboard’ under list of dashboards.
• Added functionality to configure dashlets to display data based on custom date range setting.
• Added Tags functionality for deals to assign tags and filter deals based on tags.
• Added an option in Landing pages to 'Add a link' for image.
• Added new column “Created Date” in export CSV of contacts.
• Enhanced display of Activity logs to show ‘company name’ when a company is deleted.
• Enhanced node connections view with the display of a GIF image for Campaigns usage.
• Upgraded Xero Plugin with new Entrust Client SSL Certificate.
• Fixed a minor issue of hover box when switching to other device modes.
• Fixed a minor issue with contacts & companies ACLs.
• Removed default signature in email for Email pack users.

June 8th, 2016

• Added a call popup in Web Rules to enable a quick call.
• Enhanced functionality to add phone number to contact / company from manual call log.
• Added a functionality to verify 'From Email address' for sending personal mails.
• Added new fields of Deal Source and Loss Reason for deals CSV import.
• Enhanced display of Activity logs to show ‘company name’ when a company is deleted.

June 3rd, 2016

• Enhanced call log to collect non-zero duration for calls with status - Answered, Inquiry, Interest, Meeting scheduled, and New Opportunity.
• Enhanced node connections view with the display of a GIF image for Campaigns usage.

May 31st, 2016

8

---

Updates in

MAY

• Added an option for admin users to update/change the other user’s profile picture.
• Added an option for the admin to upload the company logo, which displays on ‘Login’ and ‘Unsubscribe’ pages.
• Added a feature to open the table row details in new tab by holding the ‘Ctrl’ key and clicking on the table row. This feature is not supported for Campaigns, Web Rules, Users, and Help Desk.
• Enhanced JS API security with an option to enable/disable the contact properties.
• Enhanced the functionality of Reports menu to open the report on click.
• Enhanced Deals under list view to show Contacts and Companies type custom field.
• Enhanced Tasks to show sub-menu of ‘Group By’ in both list and calendar view.
• Enhanced functionality to populate company’s office address to contacts associated with a particular company.
• Added actions such as ‘mark as complete’, ‘edit’ and ‘delete’ for tasks in list view.
• Added two conditions – is defined and isn’t defined – for tag filters under LHS filters of Contacts and Companies.
• Fixed a minor issue with ‘Landing Page’ hover box.
• Fixed a minor issue with Deals activity feeds.

May 27th, 2016

• Enhanced the functionality of call popup to place it anywhere on the screen.
• Added an option to download the invoice as PDF in Payment Received Email.
• Enhanced performance of calling functionality.
• Enhanced Campaign performance.
• Enhanced UI of page selection popup under Add Dashlet.
• Added ‘Normal’ label for normal priority tasks.
• Removed block height and width settings on hover box to make all the elements responsive under Landing Pages.

May 24th, 2016

• Changed the display of Reports menu to left panel view.
• Added ‘Alternate Text’ field for the image in Email builder.
• Added a functionality to pre populate Twitter handle, name and picture on the click of "+" in the Twitter Stream.
• Moved ‘Make Private’ button to ‘Save Campaign’ drop-down.
• Enhanced the Last contacted filter to show ‘never’ condition to filter contacts.
• Enhanced the functionality of contact and company popover to edit the Score manually.
• Fixed the Ring Central link to auto populate the phone number correctly.

May 20th, 2016

• Enhanced UI for Incoming Deals dashlet.
• Enhanced ‘Events’ popover with minor UI changes to include event description.
• Enhanced ‘Log a call’ feature to pick the company name by default.
• Fixed an issue with ‘Subscribe’ template in Forms.
• Fixed a minor issue with ‘Incoming Deals Dashlet’ title.
• Fixed an issue with Deal close date validation message after change in date format in ‘Preferences’.
• Fixed a minor issue with Activity overview dashlet to show ‘Won’ count.
• Fixed an issue with QuickBooks data sync.
• Enabled landing pages to save automatically after every 5 minutes while editing the page.
• Renamed 'Forms' button name to 'Manage Forms' in landing pages list page.

May 18th, 2016

• Changed the Permanent link URL for Forms.
• Enhanced UI to display call popover on hover of call column in leader board dashlet.
• Added an option to open ‘advance settings’ panel on double clicking images or add/edit icon on images under Landing Pages.
• Added an option of email notification on new form submission.
• Restricted the use of telephony widgets - Bria & Skype - for ‘Starter’ plan users.
• Enhanced UI to display ‘answered’ and ‘total’ call count in the leader board dashlet.
• Enhanced functionality to show Contact & Company popover for related contacts of Deals, Tasks, Cases and Documents in List view and Detail page.
• Fixed a minor issue with the display of broken images in image grid under Landing Pages.
• Fixed Meeting Scheduled & New Opportunity count that were swapped in call reports pie chart.
• Fixed an issue with total call count when the call duration is blank.

May 11th, 2016

• Implemented ‘Secure login’ to track any unusual login activity. This feature can be enabled / disabled by the administrator to get the verification code when unusual login activity is detected.
• Added a condition to filter Deals based on Close Date.
• Made “Webhooks” feature available only for Enterprise plan users.
• Enhanced UI to hide the options / modules that are denied access by the administrator.
• Enhanced Triggers page by adding Triggers documentation link.
• Enhanced Online Scheduler page to reflect new domain name in URL after addition of alias domain name.
• Enhanced ‘Related To’ field under call log pop up to allow users to add more contacts or companies.
• Fixed a minor issue in Forms.
• Fixed a minor issue with Google calendar event time zone for all day events.
• Fixed an issue with call log for answered calls from Skype & Bria.
• Fixed an issue with display of same contact picture for due task reminder email.

May 6th, 2016

• Added an option to schedule and receive campaign reports via email.
• Added a container to the row element with three columns for ‘Custom’ templates of Landing pages.
• Enhanced functionality to send verification emails for IP address authentication from Google App Engine server.
• Added custom phone field validations in Agile forms.
• Enhanced the UI for Deal archive modal popup.
• Fixed the Company sorting functionality for few domains.
• Fixed an issue with bulk actions for contacts & companies on user’s ACLs.

May 5th, 2016

• Added a new feature to secure the account access by allowing access to particular IP addresses. If the customer tries to access the Agile Dashboard from unlisted IPs, they need to authenticate the IP address by providing the verification code which will be sent to their registered email ID. If the customer does not add any IP, the restriction will not be applied.
• Added another layer of security with Browser fingerprinting. This function keeps a track of the browser and OS combination of the customer’s system and generates a fingerprint. Next time, if the customer uses a different combination it pops up a verification code.
• Added a feature to make the campaigns as 'Public' (Visible to all) and 'Private' (Not visible to all).
• Added a new dashlet to view the top five referral URLs for the website traffic.
• Added a download option for Twilio call recordings from the widget.
• Enhanced list of APIs with the release of iOS SDK.
• Improved the Calendar page load time.
• Enhanced playback for Twilio call recordings.
• Removed the mandatory attributed for the phone number field for new user.
• Enhanced UI to retain the imported case of companies (eg: lower to lower).
• Fixed an issue of broken hyperlink (viz., considered online calendar URL as relative path) in Email Builder.
• Fixed a minor issue in Forms code manager.
• Fixed the distortion in online scheduler page for Mac.
• Fixed the On click contact search results throwing null pointer exception.

April 29th, 2016

9

---

Updates in

APR

• Added a functionality to create multiple dashboards with different dashlet configuration.
• Added xEdit feature for 'Contact Details', 'Company Details', and 'Deals Details' pages.
• Enhanced ‘Forms’ to support different types of code - JS Version, Iframe Version, Permanent Link and Full Code.
• Added Tickets tab to contacts details page.
• Added a new ACL for HelpDesk.
• Added list of referrals under 'Refer' modal pop up.
• Enhanced functionality to save custom filters to check page views under ‘Visitors’.
• Added 'Next action' popup on saving a landing page (similar to Campaigns).
• Replaced ‘emails failed’ with 'emails skipped' under campaigns tab.
• Added ‘From Name’ & ‘From Email’ for Email User & Email Group nodes.
• Added ‘last contacted time’ display for Bria and Skype calls.
• Enhanced UI for list of related contacts for a deal.

April 22nd, 2016

• Enhanced functionality to import tags while importing ‘Companies’ from CSV file.
• Added Time picker for ‘Due date’ in Service automation.
• Enhanced UI to show custom data for Companies and Deals under "More Details" option in both iPad and mobile version.
• Enhanced migration of emails from Mandrill to SendGrid.
• Enhanced Campaigns scalability and performance.
• Enhanced UI to redirect user to ‘Contact’ or ‘Company’ details page when the respective icon is clicked in ‘Related to’ column.

April 20th, 2016

• Added ‘Refer’ feature (under profile drop down) that will help customers to earn email credits.
• Added a ‘Company popover’ feature to display and edit company details.
• Added Email Template option for Groups under Service Automation.
• Added Ticket option under merge fields of Email Template.
• Made phone number as a mandatory field while adding new users to the domain.
• Added functionality to select items from ‘Drop Down Menu’ from keyboard with ‘Up’ and ‘Down’ arrows and also by entering the first letter of the required items from the list.
• Added activity log with the IP addresses to track the changes related to adding and removing users.
• Added ‘Website’ field in Zapier’s ‘Add’ and ‘Update’ contact forms.
• Enhanced ‘Dashlets’ to display Contacts, Deal, Calendar, Activity, RSS Feed and Account Info under separate tabs.
• Changed 'Forms' button to 'Create form' in the landing page edit page and it redirects to ‘Forms List’ page.
• Enhanced UI to display 'Contact Type' and 'Company Type' links as images instead of IDs in Contacts and Companies list view.
• Enhanced logic to reduce any lags in text search.
• Enhanced ‘Contact popover’ to access & edit contact information from tasks.
• Fixed an issue with overlapping modals when two or more of them are enabled on the same page.

April 15th, 2016

• Enhanced Schedule Calendar Page to show ‘Time zone’ dropdown only when someone clicks on the time zone.
• Enhanced mobile view to show all the saved filters in 'Filters' section.
• Added ‘Help text’ on mouse over for conditions in segments.
• Enhanced ‘Tasks’ and ‘Events’ to pre-populate related contacts whenever a new task or event is added to the deal.
• Enhanced ‘Deals’ to add the document, which is added to a deal, to all the related contacts.
• Enhanced ‘Search’ option to display company name on top when there are more than 10 contacts from the same company.

April 13th, 2016

• Updated new version of HTML editor.
• Added new bulk action for companies - 'Add Tags' and 'Remove Tags'.
• Added a button to ‘Enable’ or ‘Disable’ users (non-admin) to add new tags on contacts or companies.
• Fixed a Calendar URL merge field issue with the new HTML editor.
• Added ‘In’ condition for Territory node and Condition node.
• Added 'Set' score Functionality in the 'Score' Node of Campaign.
• Added settings to filter activities based on Owner, Type & Duration in User Activity dashlet.
• Enhanced compatibility of ‘Deals’ Milestone view sub menu to fit fully within the screen.
• Enhanced ‘Deals’ list view page to display Milestone view sub menu.
• Changed contacts sort option label from “Starred” to “Star Value”.
• Removed graphs - “Monthly Revenue - All Deals” and “Milestones” from Deals list view page.
• Removed content - “What are Milestones?” and “What are Deals?” from Deals list view page.
• Enhanced UI to remove loading symbol for owner dropdown in deal edit popup when 'User' is deleted.
• Fixed an issue with select option in Territory node and Condition node.
• Fixed the issue of duplicate reports.
• Fixed the contact timeline for ‘Set Owner’ from campaigns by removing HTML code.

April 12th, 2016

• Added Segmentation enabling slicing and dicing of contacts on their web visits.

April 8th, 2016

• Added ‘UserVoice’ widget under Preferences.
• Added a feature to import 'Tags' while importing companies.
• Renamed the Form Builder- Page heading 'Select a template' to ‘Templates'.
• Added 'Get my IP Address' option in IP filters.
• Added Error messages for IP Filters.
• Renamed tab name 'Categories' to 'Tasks' under Admin Settings Categories.
• Added email, hard bounce and soft bounce skip count to the current Campaign Report.
• Added a form button on landing page builder.
• Enhanced Leader board dashlet to be now independent of all ACLs.
• Added titles for 'User Reports' under Deal Reports.
• Enhanced deals export based on filter conditions.
• Enhanced Mini calendar dashlet to display Office 365 events.
• Fixed an issue related to Rest API partial update.
• Fixed an issue in ‘Contacts’ LHS filters with created date ON condition.

April 7th, 2016

• Added a pie chart dashlet for 'Campaigns status' under Dashlets page.
• Added few standard form templates such as ‘Contact us’, ‘Subscribe’ under Form builders.
• Added a feature to set score manually for companies along with sorting and filtering them based on the score.
• Added contact popover feature across all the contact-related activities.
• Renamed ‘Privileges’ as ‘Permissions’ with a display of 'Sales' and 'Marketing' fields.
• Enhanced UI for Deals details to make them consistent on the left-hand side.
• Enhanced modal pop-ups UI.
• Enhanced UI to display Landing page headings as ‘Templates’ from 'Select a template'.
• Enhanced UI to display Dashlet headings as 'Dashlets' from 'Add Dashlet'.
• Renamed 'Tasks' as 'Categories' in Admin Settings.
• Renamed 'Company' label as 'Name'.
• Added Country filter for contacts and companies.
• Enhanced Google calendar to display events in user preferred time zone in Agile calendar.
• Enhanced date format to MM/DD/YYYY while importing deals from CSV with close date.
• Updated Oauth for the QuickBooks widget and added a message to reconfigure it.
• Enhanced ‘Contact score’ to allow negative values.
• Fixed an issue to change the background color of Landing pages.
• Minor bug fix in form builder forms.
• Resolved an issue with custom field in ‘Gravity forms’.
• Fixed Date format issue in deals.

April 1st, 2016

• Added 'Schedule a Demo' option for on-boarding video.
• Added new ‘Braintree’ widget that facilitates payments over the internet.
• Added a feature to change or delete the User image in the updated UI.
• Enhanced Chrome Extension to support other language search.
• Enhanced text in the intro page of Chrome Extension.
• Enhanced priority of tags from Zapier to show the recently added contacts with in top position.
• Replaced the grid view with table view.
• Added new currencies ‘Icelandic krona’ and ‘Venezuela bolivar’ under choice of currencies.
• Enhanced the template selection flow under ‘Web Rules’ and made it similar to Email builder and Landing pages.
• Display deals count as ‘1000+’ if the user has more than 1000 deals.
• No display of Deal pop-over under milestone view of ‘Deals Opportunities’ if the deals count is more than 1000.
• Enhanced ‘Deals Opportunities’ to add company name to a Deal.
• Enhanced text search to show company name on top of the contact related search results for Events, Tasks, Deals, Cases and Documents.
• Fixed an issue to stop the sound of the on-boarding video after watching it.
• Fixed a minor issue on ‘Image + Text’ block of email template builder.
• Fixed few issues in Form Builder.
• Fixed an issue in new email trigger and Facebook page integration.
• Fixed Https links to work even when the user sends SMS via Campaigns.

March 25th, 2016

• Fixed an app loading issue.

March 23rd, 2016

• Added territory node to match contacts and send emails based on the country.
• Added a feature to disable import contacts functionality during an ongoing process of importing contacts.
• Added email alert for ‘import in progress’ and the number of contacts to be imported is more than 5000.
• Implemented Python API.
• Increased the bulk action button text font size for Contacts and Companies.
• Updated default image in companies with new one.
• Enhanced responsiveness for Form builder forms.
• Enhanced UI and updated the SIP call widget to align with the Google chrome update.
• Fixed a minor issue in Amazon SES Email gate way.

March 22nd, 2016

• Added 'Chat', ‘Schedule’ and ‘Pause’ feature during the cancellation process. This feature enables users to pause their account for a maximum of 3 months.
• Added dashlets on Contacts, Deals, Calendar and Task modules.
• Added Access Control Lists for Deal module under Admin Settings.
• Enhanced mobile compatibility for all contact details.
• Enhanced C# API with new REST calls and updated Table of Contents.
• Increased application speed with code optimization in front end and back end.
• Fixed Office 365 email sync to show Mail history for both the sides.

March 15th, 2016

• Added two new custom fields - ‘Contact’ and ‘Company’.
• Improved the Campaign performance.
• Replaced the ‘Reports’ and ‘History’ text in Campaigns with icons.
• Replaced ‘Ok’ button text with ‘Done’ in the Campaign ‘Share with’ dropdown.
• Fixed an issue with start date to filter contacts.

March 14th, 2016

• Added a feature to set score manually to contacts.
• Enhanced Document options by moving ‘Add New Doc’ to the top of the drop down.
• Enhanced Users page to show in grid view.
• Changed the default theme.
• Added 'Send Test Email' and 'Create a copy’ options on Email Builder.
• Added 'Create a copy' option for Landing Page Builder.
• Added a Next Action Wizard for assigning contacts to Campaigns.
• Added 'Description' field in Task modal popup.
• Fixed an issue with Google Gadget - JS API.
• Fixed an issue with check boxes on ‘Get started’ dashlet.
• Fixed an issue with addition of duplicate UTM fields to the contacts while submitting forms through JS.
• Fixed 'Selected' contacts display in Active Subscribers.
• Fixed timeline UI issues for emails with images and HTML tags.

March 9th, 2016

• Added Ruby on Rails API.
• Added Node JS API.
• Added custom category under ‘Add Task’ in Deals.
• Updated http://www.agilecrm.com/api with Webhooks integration guide.
• Updated Google Calendar API and fixed Google Calendar sync.
• Enhanced navigation bar UX and changed the positions of certain fields.
• Fixed UI issue to edit contact even without First Name, Last Name and Company Name.

March 4th, 2016

• Added an on-boarding tutorial that pops up after the registration.
• Enhanced sync for Office 365 calendar events based on user time zone.
• Added extra fields such as Deal source, Loss reason and Created date to the exported ‘Deals’ CSV file.
• Enhanced ‘Help’ option that takes directly to ‘Support’ page.
• Enhanced UI without the ‘Schedule calendar’ option in the navigation bar with everything consolidated in the ‘Support’ page.
• Enhanced ‘Upgrade’ option that enables non-admin users to upgrade the free accounts (without credit card details).
• Enhanced UTM parameter filters to refine ‘Contacts’.
• Enhanced functionality to restrict duplicate contacts while syncing with Shopify and QuickBooks.
• Added random background images for ‘Register’ and ‘Login’ pages.

March 3rd, 2016

• Added ‘Update deal’ node under Campaigns.
• Added ‘Preview’ button on Landing Page builder along with movement of device preview icons to the top.
• Added ‘score’ under Companies.
• Enhanced UI for modal pop-ups.
• Enhanced Contact and Company Left Hand Side panel with collapse/expand functionality.
• Enhanced messaging to display a popup for expiry of email quota.
• Enhanced security to hide Credit Card details for non-admin users.
• Enhanced messaging to notify non-admin users immediately after clicking on 'Proceed to sPay' button.
• Enhanced the usability of Landing Page Builder with drag-and-drop, collapsible ‘Elements’ panel.
• Enhanced on-click ‘Advanced’ panel for Landing Page Builder.
• Enhanced functionality under API & Analytics IP Filters to disable tracking of selected customers through their IP addresses.
• Added ‘Campaign management’ video on the right side of Campaigns list page.
• Added ‘How to’ video tutorials for Agile CRM Social Suite and Web Rules.
• Fixed a minor issue in custom domain settings of Landing Page Builder.
• Fixed email validation and logs in app engine to debug issues while using REST API.

March 2nd, 2016

• Improved the performance of Web Stats showing up on Contacts.
• Fixed the Issue of Web Stats not showing up on Contact Timeline.

February 29th, 2016

8

---

Updates in

FEB

• Added new ‘Email Builder’ with appealing templates.
• Added a feature in Email under ‘Plan and Upgrade’ to purchase add-on email credits.
• Added Tasks Completion Time Deviation dashlet that displays the time spend on each category – email, call, follow-up, meeting, milestone, etc.
• Enhanced the UI on left hand side with a new display for Contact List, Contacts details, Company list and Company details.
• Enhanced messaging system for authentication. Eg: Pop-ups like ‘Email already exists’.
• Enhanced API documentation with a clear display of status codes for standard error or success messages.
• Mobile Compatibility and UI enhancement to display view changes of Deals List, Companies List and Contacts List.
• Enhanced form validation to check valid email formats.
• Enhanced ‘Search’ results with addition of UTM parameters.
• Enhanced Task Report Dashlet to show ‘All’ and ‘Completed’ tasks.
• Enhanced Custom Fields to avoid duplication of same label with different field types.
• The total value of deals is hidden until the next UI enhancement.

February 24th, 2016

• Added ‘Web Clip’ feature for an easy access to Agile CRM on iOS devices.
• UI enhancements for API Key section under API & Analytics tab of Admin Settings.
• Enhanced custom fill options in contact forms.
• Enhanced Web Rules module to display ‘Select Template’ option at the first click.
• Added email templates under Unsubscribe Campaign.
• Fixed an issue with arrow movements in Landing Pages.
• Fixed a Web Rules cookie issue that used to block a website.

February 23rd, 2016

• Added spam-score indicators for emails used in campaigns.
• Added the option to add multiple conditions in a single node.
• Enhanced Landing Pages to support international characters/languages.
• Enhanced UI with validation messages for Agile Forms.
• Enhanced UI of Shopify widget to display ‘shop expired message’.
• Fixed minor issues with Date Picker for Reports.
• Fixed a minor scroll bar issue in Deals.
• Fixed SIP calling functionality.
• Fixed an issue with Duplicate contacts created via Javascript API.

February 17th, 2016

• Enhanced mobile compatibility for preferences and admin settings.
• Added fields of Custom Data, Contact Name and Contact Email for Change Milestone trigger for Zapier.
• Enhanced UI for Reports and History in workflows.
• Added video tutorial on ‘How to create campaigns’.
• Fixed an issue with ‘Search’ option in iPad.
• Fixed an issue with Lost Deal Analysis.
• Minor UI fixes for Shopify widget.

February 15th, 2016

• Added contact popovers.
• Enhanced Chrome extension page settings.
• Enhanced UI for deals tab.
• Added ‘Auto Fill’ option to capture the call details – outgoing or incoming along with call duration.
• Fixed an issue with calendar view.

February 11th, 2016

• Added Credit Balance display on 'Plan & Upgrade' page.
• Added new 'Share' option for Campaigns.
• Added 'Sort' option for Companies' Custom Fields.
• Added color coding options for Deals.
• Enhanced Multiple Login option for Mobile & Desktop.
• Enhanced Agile CRM performance for IE9.
• Enhanced Campaign History navigation.
• Enhanced Deal Funnel based on count.
• Enhanced Calendar view for Tasks.
• Fixed minor Salesforce Tasks UI issue.
• Fixed Campaigns 'Manage Subscriptions' button.

February 4th, 2016

• Added new reports for Incoming and Lost Deal Analysis to Dashlets.
• Added Webhook to enable instant web notifications for Contacts and Deals.
• Added Current Date as merge field for campaigns.
• Added campaign history details in User Activities.
• Minor UI enhancements for Skype and Bria.
• Removed time and year information from Timeline.

February 2nd, 2016

• Added new pipeline comparison report for comparing individual performance of sales team
• Enabled capturing of UTM parameters from URLs via Agile CRM API (for application like Google Adwords etc.).
• Added new ACL (Access Control List) options for calendar for enhance access management.
• Updated dashboard to filter on pending deal based on tracks and milestones.
• Minor enhancement for mobile compatibility. Now showing ‘Search’ and ‘New(+)’ icons on top menu on a mobile device.
• Added alert message within Campaigns and Landing Pages to highlight features which are not supported by IE10 and IE11.

January 29th, 2016

• Enhanced mobile compatibility for Deals (Similar to Contact Details).
• Enhanced browser compatibility for IE 10 & IE 11.
• Updated calendar links for appointment scheduling with Support, Sales and On-boarding teams within Help Page and Main Menu.
• Updated alert message after payment. The message asks user to refresh the page to view updated email count.
• Fixed an occasional issue with email being sent twice in Campaign.
• Fixed URL #Fragment Issue.
• Fixed Salesforce Import issues.
• Added Auto Naming structure to Contacts - e.g. M, MC instead of the profile picture before the Contact's name.
• Enabled sorting of Deal Sources.
• Enabled Events Dashlet to show dates of upcoming events.
• Added highlighting of ownership change in the Contact’s timeline.
• Fixed an occasional issue with billing where payment success message was showing up though the card had declined.
• Fixed issue with reload at Admin Settings of Deals.
• Fixed issue with Stripe Sync within Contacts.
• Fixed issue wherein company name with special characters were not being added.

January 22nd, 2016

• Enhanced appointment scheduler for multiple slot bookings over sustained periods.
• Fixed minor issue for calendar loading.
• Fixed issue with 'Other Users' Calender view.

January 21st, 2016

• Added new report For Rep Performance.
• Enhanced 'Merge Actions' capture in the 'User Activities'.
• Enhanced Tag Order changes (after Add, Update and Delete).
• Changed position for Goal Dashlets.
• Enhanced error message while importing .CSV in contacts.
• Enhanced Onboarding and Support Calendar links in Help page and in Main Menu.
• Enhanced UI for 'Import' option in contacts list page.
• New icons updated for 'Full screen' and 'Help(?)' in nav bar.
• Fixed Minor UI issues in Web Rules.
• Fixed issue for Bulk tag adding/removing and selecting.
• Fixed Contacts and Companies LHS filters with date creation between two dates.
• Fixed Minor UI issue for Send Email in email tab button icon.
• Minor changes for PayPal widget logo and text.
• Fixed Minor UI issue in Goal Dashlets.
• Fixed Issues with max count of contacts in companies.
• Minor UI change for 'Sort by' options in Contact List page.
• Fixed issue in Chrome extension 'Fetch' option for Linkedln Contacts.

January 19th, 2016

• Added "Full Screen" feature in the navigation bar.

• Added Paypal Widget.
• Enhanced top level in contacts list page with sort option.
• Enhanced Contact details page changes for Mobile Compatibility.
• Enhanceed contacts list page with new 'Import from Other' option.
• Enhanced "Import" page with new tab view structure.
• Enhanced user routing to the selected option from "Import from Other" tab.
• Added 'send email' button in mail tab.
• Included call to phone from Skype widget.
• Included 'Add note' in reports (for phone calls).
• Migratied Custom Widget Code.
• Enhanced UI for 'From' field in email id.
• Fixed ACLs access issue.
• Fixed UI issue in Workflows page.
• Fixed minor issue in calendar in 'Wait Till' node.
• Fixed minor issue in 'Set Property' node.
• Fixed a minor bug for manually added tags issue in tag filter and contacts tag suggestions.
• Fixed Twilio call popup disappear issue.
• Fixed call notes saving issue for multiple contacts for Bria & Skype.
• Fixed incoming Ringcentral call for anonymous user issue.

January 18th, 2016

• Added Call-log (add note for phone calls).

• Added new Skype Call Widget.
• Enhanced Activity indexes clean up.
• Enhanced warning message for deleted users billing.
• Enhanced warning message for loss of unused period during cancellation.
• Enhanced warning message for disabled user billing.
• Enhanced UI change for table data.
• Enhanced Activity performance.
• Fixed an issue with Bria call widget.
• Fixed a minor issue with Office 365 calendar events.
• Fixed an UI related issue on dashboard.
• Fixed UI for Mobile Compatibility - Dashboard Portlets.
• Updated Onboarding, Sales, and Support calendar links in Help Page and Main Menu (sales and support).
• Fixed an Email count issue.
• Disabled the Uservoice option in mobile.
• Fixed a message issue when non admin user tries to upgrade plan.
• Fixed issue of multiple notes against a Contact through form.
• Appended help note in triggers.
• Fixed a contact bug with Disabled Campaigns.
• Minor UI changes for Campaign disable option.
• Fixed fragment identifier for redirect URL.
• Minor UI change for refresh button in Calendar.

January 8th, 2016

• Enhanced Stripe widget with 'Add credit to all users' option.
• Enhanced payment related restrictions for non admin users.
• Enhanced next renewal date reminder for remaining emails.
• Enhanced mobile compatibility for Contacts list page changes.
• Enhanced UI for 'disable campaign' feature.
• Fixed an issue with Twilio call logs mismatch.
• Fixed messaging issue for email subscribed users.
• Fixed Contacts count issue for ACLs.
• Fixed fragment identifier for redirect URL.

January 5th, 2016

• Enhanced the Calendar with a new Refresh button.
• Enhanced send email, sms, personal email with Yes and push ( Email only) option.
• Enhanced Contact import.
• Enhanced speeding up for Contact and Company list - optimized filters queries, read runtime.
• Fixed delay in playing Twilio call recording.
• Fixed Verify option for the Office 365 calendar credentials.
• Fixed the number count for the Contacts filter.
• Fixed a minor issue with Import from Salesforce.
• Fixed Avatars UI issue in Preferences.
• Fixed Google Shorteners Click tracking.

January 4th, 2016

• Added a new Goals (Sales Quotas) feature to Deals in Agile CRM. Go to Admin Settings > Deals > Goals to set up.
• Added Merge Fields to the Call Script widget.
• Enhanced Twilio widgets with incoming call logs.
• Enhanced email tracking with link tracking for personal emails and a "Yes & Push" option.
• Added time zones to the Task node in Campaigns.
• Fixed an issue with new company names not updating automatically in Companies when updated in Contacts.
• Fixed an occasional issue with Merge Fields drop-down menus.
• Fixed an issue with some Reports not always loading.

December 29th, 2015

8

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Updates in

DEC

• Added direct Import from Salesforce option for contacts, accounts (companies) and tasks. Associated notes are included for contacts and accounts.
• Added ability for Agile account owners to transfer ownership to other users.
• Enhanced our RESTful API with ability to remove tags.
• Improved mobile compatibility for Deals and Contacts.
• Added an alert that displays when you add a new Trigger.
• Fixed an occasional issue with email counts.
• Fixed an issue with how free users cancel accounts.
• Fixed a minor issue with Deals Filters.

December 23rd, 2015

• Added Bria (SIP telephony) integration. Try the beta release now in the app.
• Added a new "Email Replied" Campaign Node that checks if a contact has replied to any previous emails in the campaign.
• Added an SMS link shortener with tracking for mobile marketing.
• Fixed an issue with company details in invoices.
• Tags can no longer have special characters other than spaces and underscores, please update your tags in Admin Settings > Tags.
• In Tag Management (Admin Settings > Tags), all tags now display full-length.
• Multiple minor bug fixes in Campaign Nodes, including Transfer Node, Open Node, and Check Business Hours Node.
• Fixed an issue with Google Plus credentials.

December 17th, 2015

• Improved mobile view UI (how Agile CRM looks on your mobile browser) with icons for Contacts, Companies, Deals, Tasks, Campaigns, Calendar, and Web Rules.
• Added faster access to Settings in the mobile view UI.
• Multiple UI enhancements to Plan and Upgrade pages in the app, including options for quick cancellation of entire account or individual add-ons.
• Improved Custom Filters UX for Deals and Contacts.
• Moved cookies to local storage to improve Agile CRM app performance.
• Added a new "Reports" button to Campaigns page for streamlined access to campaign analytics, including Reports, Subscribers, and Logs.
• Updated Twitter Widget and Social Suite with new Twitter API.
• Fixed a minor issue with graph display in the Sales Forecast Report.

December 15th, 2015

• Made the Agile CRM app even faster with multiple improvements to app performance, including load and response times.

December 11th, 2015

• Expanded our Microsoft Office 365 Integration to include Calendar sync.
• Enhanced our Google Calendar Integration to let users choose which calendars to sync.
• Multiple UI improvements to Calendar, Deals, Dashlets, Companies and Campaign Triggers.
• Fixed a few minor issues with sorting Users and Deals.

December 8th, 2015

• Added a new Facebook Integration for form building and lead capture.
• Added custom Filters for Deals.
• Added a new Call Report based on time.
• Enhanced mobile compatibility of the Project Management feature (especially Tasks).
• Added tabbed views for Campaign Triggers and Workflow Templates.
• Made it easier to modify widgets on Contact Details pages.
• Fixed an issue with registered ("home") time zones.
• Fixed an occasional issue with email campaigns not launching on new signups.
• Multiple UI enhancements.

December 4th, 2015

• Added previews of features and limitations on the Plans/Upgrade page in the app.
• Alphabetical user sorting is no longer case-sensitive.
• Set Owner node now includes a "Round Robin" option for setting multiple owners.
• Enhanced the new Landing Pages UI.
• Added a 20-email minimum for alerts on Contact Details pages.
• Fixed an issue with resetting passwords.
• Fixed a few minor issues with email verifications in Campaigns.

December 1st, 2015

• Our new Landing Page Builder is now live in the app.
• Multiple UI enhancements to Admin Settings pages.
• Improved REST API for updating Deals and Tasks.
• Added an in-app alert/confirmation before sending test emails in Campaigns.
• Fixed an occasional issue with credit card validation dates.
• Fixed an issue with the Add Campaign option in Web Rules.

November 26th, 2015

• The main Reports page is now presented in a tabbed view (Deals, Calls, Growth Graphs, etc.).
• Added previews to Reports. Hover over report descriptions to see the sample screenshots.
• Multiple other UI improvements to Reports and Dashlets.
• Fixed an error with editing long Company names.
• Invoice Details pages now display up to 100 invoices.

November 25th, 2015

• Made multiple code and design improvements to enhance the app's mobile compatibility.
• Added an option for users to schedule sales or support sessions directly from the Agile dashboard.
• Added column headings for custom fields in Contacts and Companies; the new headings are displayed in light grey.
• Fixed a Zapier issue with tagging related contacts.
• Fixed an issue with adding invoices from the Xero widget.
• Fixed an issue with Mandrill subaccounts.

November 23rd, 2015

• Fixed minor issues with Zendesk and Stripe widgets.
• Fixed an issue with adding contacts from the QuickBooks widget.
• Fixed a display issue with Campaign logs on contact pages.

November 18th, 2015

• Added new sorting options for Companies.
• Fixed an issue with appointment confirmation emails not working correctly with Yahoo email ids.
• Fixed an issue with the defined/undefined filter for Contacts.
• Cleaned up code for Widgets and other in-app elements.

November 13th, 2015

• Multiple small tweaks and fixes.
• Fixed an issue with inputting company names.
• Fixed an issue with the web popup template redirecting users.
• Fixed an issue with cursor jumping in the HTML editor.
• Fixed an issue with special characters in email fields.
• Added a streamlined Cancel Account option for Free users.

November 10th, 2015

• Fixed an issue with email add-on purchases.
• Fixed an issue with notes display.
• Improved Online Calendar UI and Send Email editor UI.

November 5th, 2015

• Improved speed of bulk contact exporting.
• Cleaned up UI content for admins.
• Fixed an issue with local time display on contact pages.
• Multiple other UI/UX fixes and enhancements.

November 3rd, 2015

• Added a Manage Subscriptions button to the Campaigns tab on Contact pages. Quickly unsubscribe/resubscribe contacts from/to campaigns.
• Custom Fields now have a Formula type option (in addition to Text Field, Date Field, etc.).
• Call Campaigns now include a Voicemail option.
• Dashlets can now be added to all your Agile CRM user dashboards at once.
• Fixed an issue with tasks not loading correctly.
• Fixed an issue with Tag Graphs not displaying correctly for all users.

October 29th, 2015

• Campaigns now have a Disable Workflow option. Disable/Enable campaigns from the drop-down menu on the upper right.
• Multiple enhancements to Campaign Nodes, including Start node validation.
• Added new tabbed menus for Widgets, Integrations and Data Sync.
• Multiple enhancements to Reports UX.

October 27th, 2015

• Added a new Grid View of Contacts. Easily switch between Grid View and List View.
• Enhanced widget loading and data sync speed for multiple plugins.
• Stripe widgets now display invoices below contact details.
• Zapier now correctly finds New Tasks created in Agile CRM.
• Fixed an issue with embedding video in campaign emails.

October 20th, 2015

• Dashboard files now pre-load during login.
• Fixed a 500 server error with custom fields.
• Fixed an issue with email attachment deliverability.
• Deals are now correctly imported from CSV files.
• Cleaned up code for various modules.

October 15th, 2015

• Added a new Sales Forecast report with filters for Deal Owner, Deal Track and Deal Source.
• User Reports now include graphical representations of Sales Forecasts, Loss Reasons and Call Outcomes for that particular user.
• Fixed an issue with the date picker in User Activities reports.
• Fixed an issue with custom fields for companies.

October 13th, 2015

• Added a new Deals report on Loss Reasons, with filters for Deal Owner, Deal Track and Deal Source.
• Enhanced the Add Deal campaign node with a Deal Source option (under the "More details" tab).
• Added a new graphical report on Revenue by Source.
• Campaign Triggers are now categorized by type (Contact, Deal, Time, etc.).
• Improved time zone display for online appointment calendars.
• Enhanced speed of Deals feature.
• All Mail option on contact pages now includes Agile emails.
• Sent Mail logs now include email attachments (name and file type).
• Gmail widget now displays associated email id.
• Fixed a duplication issue with Google Contacts sync from Agile CRM.
• Minor fixes to call campaigns and deal milestones.
• Notes for Deals and Tasks are now working correctly with our JavaScript API.

October 8th, 2015

• Added a new Call Campaign feature (beta release).
• Contact Timelines now always display headers.
• Separated Mandrill accounts based on plans (Free/Paid).
• Fixed an issue with creating and deleting Deal Milestones.
• Multiple minor UI enhancements.

October 7th, 2015

• Call Reports are now live in the app, including complete call logs and reporting on calls by user, duration and call outcomes.
• Added a new report on Incoming Deals.
• Reports now include date selections by Quarter and Year.
• Enhanced Online Calendar Setup UI to include Calendar, Business Hours, Meeting Types and Advanced tabs.
• Invoice Details now display Descriptions.
• Fixed a minor bug with custom widgets.
• Leave Voicemail option is now working correctly.
• Improved speed for dashlets when customizing the CRM dashboard.

October 1st, 2015

• Amazon SES email gateway integration is now live in the app (Admin Settings > Integrations > Email Gateways).
• Tasks and Events now let you input Related Deals.
• Fixed issue with contacts receiving wrong emails after hard bounces.
• Deals now display the Won Date.
• Streamlined access to custom fields when adding new contacts.
• Enhanced Preferences UI in the app (Profile, Reminders, Advanced).
• Contact sync from Agile to Google now works without any known issues.

September 29th, 2015

• Multiple UI enhancements in the "subscribe" section of the app, including the Plan and Upgrade page, Invoices and Account Details.
• Plan details and invoices are now displaying correctly for all users.

September 28th, 2015

• Fixed an issue with the New Task trigger in Zapier.
• Corrected the Show Rule button on the Call Script widget.
• Fixed a cache issue with timelines in the CRM.
• Zendesk widget now displays complete ticket histories.
• Xero widget now loads correctly for all users.

September 24th, 2015

• Multiple enhancements to SMS functionality in the CRM.
• Our Chrome Extension now automatically updates your Agile account with "last contacted" and "last emailed" data about contacts.
• Fixed an issue with the deals and funnel reports dashlets displaying incorrect data.
• Fixed an issue with the deals report showing the wrong contact link.
• Fixed an issue with the Calendar page showing the "loading" text after it's been fully loaded on the screen.
• Fixed an issue with Agile data syncing to Google.
• Fixed an issue where the call script delete button was missing.
• Fixed some user interface and experience issues with Shopify.
• Fixed an issue where "create date" and "won date" fields for Deals were showing null data when passed via the API.
• Other user interface and overall app enhancements.

September 15th, 2015

• Administrators can now choose to add integrations for all users (except the Twilio and SIP integrations)
• Fixed an issue with the first name custom-code (merge field) not working on the email editor.
• Fixed an issue with the Freshbooks widget renaming last created contacts on the Freshbooks account.
• Fixed an issue with a custom field under company.
• Fixed an issue with notes disappearing after the deadline is changed.
• Fixed an issue with widgets and the REST API creating duplicate contacts or companies.
• Other experience enhancements and bug fixes.

September 10th, 2015

• Your email and campaign templates will now show up in the campaign email editor for quick re-use.
• Deals have been enhanced with a Source field (indicating where a deal came from) and a Loss Reason field (indicating why a deal was lost).
• Fixed an issue with the add widget option not working.
• Fixed an issue with the campaign not sending emails when a contact does not have an owner. Also fixed an issue with campaign emails featuring broken links.
• The "Remove from Campaign" option has been fixed.
• Fixed an issue with the merge field creation date.
• Fixed an issue with campaigns and forms not getting deleted.

September 7th, 2015

• A new dashlet that shows campaign statistics has been added.
• It is now possible to track sub-domains from Agile CRM. Subsequently, we've also added the ability to block certain IP addresses from being tracked.
• New task categories can now be created via the admin dashboard.
• Fixed an issue with integration with Unbounce.
• Fixed an issue where form fields were not being integrated correctly.
• Fixed an issue with Companies not reponding as designed.
• Fixed an issue with the upload image option not working in the preferences menu.
• Fixed an issue with the shortcut keys not displaying correctly against the menu item on the Firefox browser.
• Fixed an issue where emails were being sent as a contact instead of using the company email address.
• Other bug fixes, performance enhancements and user interface fixes.

September 4th, 2015

• Fixed an issue with not being able to delete all contacts via bulk actions.

September 2nd, 2015

• Get started quickly with the all new onboarding videos now available on the Dashboard.
• The dashlets page has been enhanced to show screenshots of dashlets before you choose to add them to your dashboard.
• We have enhanced email templates to include attachments.
• Companies can now be filtered just like contacts.
• We have moved our code that sends emails to the Amazon EC2 servers to greatly improve performance and efficiency.
• Administrators can now choose to allow or disallow CRM users from being able to add new tags.
• Reports now follow deal milestone changes.
• User Interface and User experience has been greatly enhanced.
• Email node in the campaign editor will no longer show the PURL word option.
• Fixed an issue where campaign emails were not being sent via Sendgrid.

August 28th, 2015

• Fixed an user interface issue with sending email on bulk actions.

August 27th, 2015

• Fixed an issue with "add to campaign" not working on the contact details page.
• Fixed an issue with Quickbooks and Google contacts sync.
• Fixed a bug with Twilio's incoming calls on Agile CRM.
• We've enhanced the contact filters to include "last emailed," "last called" and "last campaign emailed."
• The contact reports section has been enhanced to include "last contacted," "last emailed" and "last called."
• Sending emails from the contacts page has been enhanced with a new user interface template for better accessibility.
• The settings section on the preferences page has options that are now tabbed into "profile," "reminders" and "advanced."

August 25th, 2015

• We've added a new calendar dashlet which can give you a quick overview of upcoming meetings, events or appointments for the month.
• Keyboard shortcuts for common tasks will now show up next to the task. This will make common tasks like adding contacts, creating a new task and others quicker.
• Fixed an issue with the users dashlet.
• User interface additions and minor enhancements on the Contacts page.

August 24th, 2015

• Fixed a minor User Interface issue with the Plan and Upgrade page.
• Fixed an issue where Agile CRM was showing the contact name instead of the company name.
• Other minor enhancements and fixes.

August 19th, 2015

• We've enhanced Agile CRM to make it blazingly fast and easy to perform actions.
• Editing email is more intutive and easy with the new image browser addition to the HTML editor. Add images to your emails easily by clicking on the "Insert/edit image."

August 11th, 2015

• Add a calendar to your site or blog with the all new "Add to Site" button in Appointment Scheduler.
• Not ready to take a surprise appointment? Add a Buffer Time to create a minimum notice period for your next appointment on Appointment Scheduling.
• Meetings can now be customized - choose between new meeting types and multiple available time slots.
• User experience is now enhanced with new color codes for calendar events and tasks.
• Using Chrome? Get the Agile CRM Chrome Extension using the download link in the dashboard.
• Add Gmail to Google Apps with the click of a button. Find it in the Email section under Preferences.
• The reports page will now allow you to add dashlets to your dashboard. Dashlets will provide a quick metrics overview for a specified duration.
• New users can now receive an email with their password included. Find it in Users under Admin Settings.
• User experience has been enhanced with tooltips and more!

August 10th, 2015

• Free accounts can only add tags to a maximum of 25 accounts using bulk actions. Users will need to upgrade to utilize bulk actions on more than 25 accounts.

August 9th, 2015

• We've added a new dashlet for your to see user activities in Agile CRM. Find it on the dashlets page.
• A new dashlet that shows account details has been added to the dashboard. Find details or schedule a call with your account representative. Find it on the dashlets page.

August 5th, 2015

• Fixed an issue with not being able to edit Notes.
• SendGrid email gateway integration currently does not support attachements. Emails with attachments will be sent via the Agile email gateway.

August 4th, 2015

• The latest addition to our growing list of integrations is SendGrid. Send transactional or marketing emails via the new SendGrid Email Gateway. Find it in Integrations under Admin settings.
• Fixed an issue with Shopify's sync.
• Fixed an issue with contact short code {{id}} on email communications.

August 1st, 2015

• Date format can now be customized in the Personal Settings section in Preferences.
• We've added a new Revenue Graph dashlet to help you track your company's revenue progress for the quarter or the year.
• Fixed an issue with the Xero widget not functioning properly.
• Fixed an issue with the graphs not loading in the reports section.
• Rapleaf is now TowerData. We've renamed the widget to reflect the change.

July 29th, 2015

• Manage companies like contacts! We've enhanced the companies feature with options to add tags or sort. Plus, companies now get their own page. Access companies with the new link on the menu bar.
• Fixed an issue with unsubscribing from all campaigns.
• Fixed an issue with characters not displaying correctly when setting up or sharing appointment scheduling.
• Fixed formatting bugs with companies being exported in CSV.
• The form builder has been enhanced and some minor bugs, fixed.
• Google Chrome now works flawlessly with Agile CRM.
• We've added minor usability changes to some pages to enhance user experience.

July 27th, 2015

• Upload size limit of documents has been increased to 10MB.
• User Experience with Deals, Tasks and Event Dialogues has been enhanced with some autofilled values.
• Google calendar events will now show on the dashlets.
• Changes made to Funnel and Ratio Graph reports.
• Fixed a bug with Growth Graph.
• Reports will now be processed and sent according to your timezone.
• Enhanced experience with using ACL controls and the Getting Started dashlet.
• Fixed and enhanced experience with Notifications in the Agile CRM dashboard.
• Other user experience enhancements and bug fixes.

July 22nd, 2015

• Need help? Quickly schedule a call to talk to one of our Onboarding, Support or Sales members. Find the schedule option on the right side of the Help section in the Agile CRM Dashboard.
• Fixed an issue with updating contacts via Zapier.
• We've gone back to using to our trusty editor and replaced Summer note editor due to differences in features and compatibility with the latter.

July 16th, 2015

• We've integrated a fantastic new Email editor built by Summernote that integrates many features.
• Fixed an issue with Twilio's integration where an "invalid credentials" message was being displayed.

July 14th, 2015

• Contacts unsubscribing from emails are sent a confirmation email. The 'from' address of this email can now be changed in the campaign settings.
• Access Control has been updated to add or remove the bulk action 'Add to Campaign.'
• Bulk actions are now split into sub tasks for faster workflow.
• The agilecrm.com link will no longer be part of the message when posting to Facebook from Agile CRM.
• An issue with the Facebook widget not adding a contact has been fixed.
• An issue with sorting contacts has been fixed.
• Other User Interface enhancements.

July 10th, 2015

• The email tab on the contact detail page has been enhanced to view all emails for that contact.
• A new nifty search functionality has now been added to the admin panel.

July 8th, 2015

• Adding dashlets to the dashboard has been made simpler. A new page opens up showing all the dashlets that can be added.
• Select tasks specific to a team member or a user on the new revamped tasks page.
• More actions are now possible on contacts who are part of a deal list. Add them to campaigns or add tags to selected contacts.
• The start of a calendar week now can be specified and changed in Agile CRM.
• The user interface on the Campaigns page has been enhanced and fixed to show more details.
• An error with setting up Twilio and Twilio SMS has now been fixed.
• An error with updating contact information via Zapier has been fixed.
• Deals have been fixed to only accept positive number values.
• Fixed an issue where the location of the company was not being displayed correctly on Google Maps.
• Added Mobile Compatibility changes and other user interface enhancements.

June 30th, 2015

• The Stripe widget will now display the contact's Stripe ID.
• Fixed an issue with the Calendar email where the meeting type was displayed incorrectly.
• The Freshbooks widget will now display the currency set in Preferences.
• An issue with the text flowing out of the container when long tags are added has been fixed.
• Other User Interface enhancements and bug fixes.

June 24th, 2015

• Fixed an issue with the ClickDesk widget showing incorrect ticket link.
• A revenue calculation error on the Leaderboard widget has been fixed.
• Campaign status will no longer remain active after it has been successfully executed.
• Fixed display text on Calendar Events and User Interface.
• Sharing settings is now highlighted when adding Email accounts.
• User Interface has been enhanced with some bug fixes to Twitter search and more.

June 23rd, 2015

• A warning message is now shown if an attachment in an email exceeds 5MB.
• Fixed a functionality issue with scheduling.
• Enhanced readability and improved user experience on all dashlets.

June 22nd, 2015

• Fixed an issue with wait nodes not working in campaigns.
• Other user experience enhancements.

June 19th, 2015

• Call and Task Reports dashlets have been enhanced to display a user selection.
• Sorting contacts is enhanced to include campaign status.
• Email forwarding setup with Zoho has been fixed.
• Fixed an issue with not being able to export companies.
• Fixed an issue when contacts with notes were being exported.
• Email alignment and display of missing text on Mac and from iCloud has been fixed.
• An issue with Zapier API call has been fixed.
• User interface on activities page has been enhanced to highlight activities button.

June 17th, 2015

• Gamify your sales with the all new Leaderboard dashlet. The dashlet reports Revenue, Deals, Calls and Tasks for selected users.
• Finding companies or contacts is now simpler with new phone, email and address filters.
• Fixed an issue where a welcome email was not being sent to a newly added contact.
• Fixed an API function through which notes could not be deleted.
• The tracking pixel has been shifted to show at the bottom of an email.
• Fixed an issue where certain conditions dropped contacts from an active campaign.
• Loading indicators in the timeline, email and campaign tabs have been removed to enhance user experience.

June 11th, 2015

• Contacts view has been enhanced to allow sorting by Star Score, First and Last name in both ascending and descending orders.
• Events can now be made more descriptive with Notes.
• The description field on Deals has been increased to accommodate more information.

June 10th, 2015

• Existing contact details will now be merged with Stripe contact details when an import is initiated. An email report will also show contacts added and merged.
• User experience on contacts is now enhanced with bug fixes to imports, custom fields and notes.
• Other User Interface and bug fixes.

June 5th, 2015

• Fixed an error that didn't allow campaigns to be saved if wait nodes with scheduler exceeded 1MB.
• Updating deals when using API calls has been fixed.
• Availability of an empty slot is now double checked during event creation and scheduling allowing for smoother appointment management.
• Other Bug Fixes.

June 3rd, 2015

• Sending emails from Agile CRM is now more intuitive and advanced. Attach documents from your computer using the new "Select" drop down menu.
• New merge-fields (shortcodes) to refer more contact details have been added to the HTML editor.
• The Tasks and Events Dashlets on the Agile CRM dashboard has been enhanced with duration settings.
• User Interface Animations can now be turned ON or OFF in the Theme & Layout menu.
• Fixed Google Maps not showing correct location.
• Bug Fixes and User Interface improvements.

May 28, 2015

• A new Task dashlet feature has been added to the dashboard. The task dashlet shows the number of tasks per category, outstanding tasks, completed and future tasks.
• Enhanced checking and optimization of duplicate contacts when saving contact.
• Fixed campaigns that were not running if both conditions were being created under the "OR" criteria.
• The "@agilecrm" mention will no longer appear in tweets made from the Social Suite.
• User Interface upgrades and bug fixes.

May 26, 2015

• Completed Events now show up on the Contact Timeline. If a contact has attended an event, it is now displayed in the contact's timeline alongside other activities.
• Your Agile CRM account and plan statistics is now available to view in the Admin settings page.
• Messages are now displayed if any errors are encountered while adding IMAP and Office 365 accounts.
• Other user Interface fixes and optimization.

May 25, 2015

• New Onboarding dashlet has been introduced in Agile dashboard which helps new users explore various functionalities in the app. It's just for the newbies to the CRM & can't be restored upon deletion.
• Contact email reports now list the first 100 contacts of the total contacts that meet a specified criteria in the chosen time period.
• Enhancements to the Campaign HTML editor and other minor fixes.

May 20, 2015

• Customers can now include a note whenever they cancel a scheduled appointment on the Online Scheduler tool, with any of your CRM users & the notes get sent to your CRM user.
• Likewise, if your CRM user cancels his scheduled demo with a customer, he now has the option to add a note clarifying the reason for his cancellation and that gets sent to the customer.
• Other enhancements & minor fixes.

May 13, 2015

• Now sync your email conversations with contacts, to the CRM from maximum of 3 email accounts of any/all of the email clients included, (Gmail, IMAP & Office 365) in Pro plan.
• Contact sync limitations have been raised to 5000 contacts from 1000.
• Graphical reports can be seen over your custom date range in Starter plan.
• New 'Deal Milestone Change' trigger has been introduced in Agile which helps trigger campaigns whenever a deal milestone changes.
• You now get to see tooltip on top of merge fields in campaigns when you mouse over them.
• Everything gets listed upon the contact timeline now on, including missed calls & change of owner.
• Help desk in the app now gives users the option to schedule calls with Onboarding, Sales & Support teams.
• Other enhancements & minor fixes within the app.

May 07, 2015

• New UI is now live in the app. (The beta phase has ended.) Drop us your feedback anytime.
• Online Appointment Scheduling tool is now accessible for Starter accounts too. Hitherto, only the Regular & Pro plan users could use it.

May 01, 2015

• White Labeling for Web Popups has been introduced in Pro plan. (PS. Kindly note that the 'Powered by Agile' label on emails from your Agile domain gets removed upon purchasing our email add-on package.)

April 29, 2015

• Pricing upgrades are applied immediately without requiring a relogin.
• Limits for Campaigns, Triggers & Web-rules for the plans are increased. Free-1, Starter-5, Regular-10 and Pro-Unlimited.
• Unsubscribe links are now optional and will not be included in the email body by default.
• Enhancements & bug fixes in the Beta UI. We appreciate any feedback.

April 22, 2015

• Online Appointment Scheduling tool got enhanced to its best - you can now share calendars of multiple CRM users with a single Scheduling URL. Use 'comma' to add usernames to the scheduling URL. eg: https://our.agilecrm.com/calendar/harris_farooqi,shravi_sharma,natesh
• New 'actions' have been introduced in Zapier for Event creation and updating Contact. Likewise, new triggers for Events & Tasks have been brought forth in Zapier.
• Contact Activity reporting launched in Agile - you can now view all or specific activities of your contacts real-time. Navigate to the Reports in the CRM & scroll down to find 'Contact Activities' under Activities section.
• Minor fixes within the app. New UI is being improved responsively.

April 15, 2015

• New UI is made available (as beta) inside the application. Please write to care for any feedback. We appreciate it.

April 10, 2015

• Pricing locks have been enforced on various features in Agile CRM. Check out the details here:
• ACLs: available for Regular & Pro plans only; the Trial and Starter plans will not have this functionality.
• Social Suite: available in Trial, Regular & Pro Plans; not available in Starter plan.
• Reporting: User Activity reports (team reports) are available only in Pro plan.
• Widgets: Trial accounts will have access to just 1 widget. Starter plan will have 3 widgets and Regular/ Pro plans will have all the widgets accessible.
• CRM telephony (SIP, Twilio & RingCentral integrations) is not available on Trial/ Starter plans and is available on Regular plan. Pro plan will have advanced telephony features in addition to those available on Regular plan.
• Integrations: SMS integrations will be available in Regular & Pro plans only. Email Gateway integration (Mandrill) is available only in Pro plan.
• Deals: Only Regular/ Pro plans will have multiple Deal Tracks.
• Online Calendar: Appointment Scheduling tool is available only in Regular/ Pro plans.
• Data Sync: Google Sync is available on all plans. Other Data sync options via Shopify, Stripe and other apps are available for Regular and Pro plans only.
• Triggers limits: Trial - 1 trigger, Starter - 0, Regular - 5 triggers and Pro - unlimited triggers.
• Campaign limits: Trial - 1, Starter - 3, Regular - 10 and Pro - unlimited.
• Web Rules Limits: Trial - 1, Starter - 3, Regular - 5 and Pro - 10.
• For more information, visit our Plans Comparison page.
• Other minor fixes and enhancements within the app.

April 02, 2015

• Scalability improvements to Agile CRM - the app backend has been improvised to facilitate easy functioning.
• Performance enhancements to campaigns have been brought forth.

March 24, 2015

• You can now choose any particular deal track & the relevant milestones in all these campaign nodes - 'Add Deal', 'Change Milestone' and 'Has Deal' nodes while designing your campaigns. Hitherto, only the default track & the milestones in that could be chosen.
• Online Appointment Scheduling tool now has option to choose your time-zone while picking your slot for demo. We came up with this in direct response to customer feedback.
• With RingCentral integration in Agile, you can add new contacts that make calls to you via RingCentral. Also, multiple RingCentral inbound calls can be handled from a single window.
• Minor UI enhancements & other fixes.

March 24, 2015

• Campaign reporting got speed optimized - the issue with reports for massive campaign logs that took time to load has been resolved to a good extent.
• Documents can now be added to Deal pages in Agile.
• Real-time activity log and Activity reports list activities such as import/ export of contacts/ companies, bulk actions on deals & campaign actions, now on.
• Merge fields can be used in 'Add Tag' node in campaigns.
• Other minor enhancements.

March 13, 2015

• Enhanced ACLs for Deals, Cases, Campaigns, Documents, Web-rules, Social & Reports. We just improved the data security even more.
• Visitors who visit multiple sub domains under a domain can now be tracked with a single Agile account, applying the Analytics code in Agile.
• Visitors for multiple domains can also be tracked with a single Agile account, provided the visitor has signed up for all the individual domains.
• Whenever you've scheduled contact exporting, you'll receive a mail with the link to exported contacts CSV file. Upon clicking the link, the CSV file gets downloaded. The same happens for the company export too.
• Introducing Gravity Forms in Agile - push web form submission on your website as contacts to Agile with ease. Check out our Gravity Forms page.
• Freshbooks & other widgets sync now supports fields with characters in all international languages (not just English ones).
• For the Magento integration in Agile, the widget in the app dashboard directs to the Magento page on the website where you can download the integration zip file. Follow the steps on the same page for setting up your Magento integration.
• Other enhancements & minor fixes.

March 11, 2015

• Tag name restriction has been put forth - tag names anywhere within the CRM, be it Contacts, Integrations, Data Sync, Forms, API or others, can have no special characters other than 'space' and 'underscore'.
• Other minor fixes in campaigns & others.

March 04, 2015

• If more than 10% of the emails that are sent from a customer's Agile domain are rated as spam, Agile suspends email sending from the customer account, details of which can be seen under the Stats tab in Admin settings, on your account.
• In case of suspension of email access for your account, you'll see a modal popup on the dashboard when you login to your account which says that your email sending has been blocked. Also, you'll receive an email from Agile informing the same.
• You may contact our support if this has happened accidentally and you wish to regain your email access. We've come up with stringent measures to reduce spamming.
• You can now choose to run any campaign on just the new contacts for these triggers - Stripe event trigger, New Email event trigger, Shopify event trigger and Form Submit trigger.
• A campaign can't be run on a contact if the same campaign is in active status for that contact. You'll see a noty popup displaying the same.
• Time zone and currency preference fields have been moved to the Personal Settings tab under Preferences.
• Whenever a visitor fills up your web form, you can choose to receive/ send a campaign email instantly with merge fields for the data filled in the webform.
• Upon setting up our new email event trigger as described in our documentation, you'll receive an automated email from Agile with the verification code. Use the verification code to finish the trigger setup.
• Online appointment scheduling url link is not case-sensitive.
• Minor UI enhancements to deal tracks and other fixes.

February 25, 2015

• You can now receive your CRM reports at your time of convenience.
• UI changes to milestone views - deals can viewed with relaxed, compact and fit viewing options.
• Enhancements to Appointment Scheduling - contacts can now cancel their pre-scheduled appointments or reschedule it at a later time. The CRM user calendar gets automatically updated and both the parties receive emails confirming the same.
• In email campaign, you can include our new 'Online Link' merge field to show your html email on a web page, to your contacts.
• Admin can now pick the time slots that their CRM users will be taking appointments for. For more details, visit appointment scheduling url page in your domain.
• You will receive due tasks email every day at 7:00 AM in your timezone, now on.
• Other enhancements & minor fixes.

February 19, 2015

• Starter plan has a single deal track. Addition deal tracks can be added for regular & pro plans only.
• UI changes to deal tracks & 'Add Deal' panel - you can now choose the relevant deal track & the milestone with ease while adding a new deal.
• Twilio call pop-up has been moved to the left end of the dashboard so that it doesn't interfere with the notifications you may have enabled and you can mute it when you're on a call, if needed.
• Changes in Tag naming policy - special characters can no longer be used for tag names. Exceptions are 'space' & 'underscore'. Please review your tag names at all places within the CRM and make the necessary changes. Moving on, special characters other than the specified two will be replaced with 'underscore' automatically, in case you failed to change them.
• Other improvements & minor fixes.

February 10, 2015

• New Dashlets panel for the Agile dashboard - the dashlets (portlets) window which was in beta hitherto, was made live. You can now see just the things you need and the way you need.
• Our IMAP email sharing feature got even more enhanced - you can now pull up your mails that are in the custom folders that you created within your mailbox, to the CRM. You can select a max. of 3 folders including inbox from which the mails have to be fetched to the CRM, which can always be shared with other CRM users if you choose to.
• User avatars can be viewed under the Users tab in Admin settings.
• You can now browse through all the contacts in your CRM by clicking the next button on the contact page.
• Improvements to deals ACL - users access to deals can now be fully restricted. Upon applying deals ACL on a particular user, he cannot see the deals tab on the dashboard & add deals to contacts.
• Activities ACL settings now restrict the user from viewing the activities, anywhere within the CRM be it real-time log or activity reports.
• 'Emails Opened' dashlet has minor changes - Subject of the email opened and the time gets displayed along with the contact name.
• Other improvements & minor fixes.

February 05, 2015

• New 'Assign Round Robin' option in Set Owner node - this functionality alternatively assigns new signups to every member of your team (CRM users).
• You can now include your online appointment scheduling link in the campaign mails using the 'Calendar URL' merge field.
• Events and Tasks can be accessed in different windows, now on.
• Other minor bug fixes.

February 03, 2015

• Launching Agile CRM WooCommerce plugin - Agile now caters to the WooCommerce stores providing them a complete eCommerce CRM solution. Check out our WooCommerce page.
• New triggers for Call events - you can automatically trigger specific campaigns on your contacts following the call events - 'answered', 'busy', 'failed' or 'voicemail', on Twilio.
• Our customers now have the Live Chat option under the Help section in the app dashboard, for product & support queries.
• You will get a warning reminder before you set off a campaign if the campaign, upon running will exceed your email quota.
• Minor enhancements to the CRM & the new dashboard.

January 29, 2015

• New 'Owner Signature' merge field got added to the Send Email node in Campaigns. You can choose to add your signature to all the mails you send from Agile.
• Calendar events now have the 'Owner field'. Admin can create events for all the users with this new functionality.
• You can now view all the user activities right under the More tab in the top menu in the dashboard.
• Activities also got included under ACLs. Admin can now choose to enable/ disable viewing of the activities for the users.
• Forms created with our Agile Form Builder can now be saved and used/ edited at a later time. Also, you can trigger campaigns when a visitor submits his details through the webform on your website.
• Your timezone gets recorded into our system when you create your Agile domain and we will be communicating with you in the business hours as per your timezone.
• Improvements have been made to shorten the process time for the huge accounts.
• Our webforms take in only valid emails when visitor fills up the form and any notes added by the visitor will be saved under the Notes tab within the contact page.
• Minor enhancements in Send Email option and others.

January 23, 2015

• Changes have been made to Stripe integration enabling the invoices printout.
• Reminder emails on tasks & events that are given by default at the time of creating your Agile account will not be sent.
• Calling options which are hitherto for contacts alone, have been now enabled for companies as well.
• Our Portlets (beta) page has got a few more new portlets for Call, Email Opens and Deals by milestone.
• A small noty is shown on the top of the Agile dashboard for installing our chrome extension that eases lot more things for you.
• UI changes to custom fields and other minor bug fixes.
• Contact name and image is shown for inbound calls so that you know the caller even before answering it.

January 22, 2015

• Due tasks count will be displayed in the top menu bar in the dashboard, now on.
• New 'Add Event' node has been introduced to campaigns that directly adds an event to the Agile calendar.
• Whenever an 'Unsubscribe' link in a campaign mail gets clicked, you can set a follow up action/ email with our new 'Unsubscribe Trigger'.
• UI enhancements to map on the contact page - you can hide/ unhide the map over there.
• Username & created time will be displayed against Filters & Email templates created.
• New 'Filter by date' option has been introduced in Activities - you can now sort your user activities by specific date or a custom date range.
• Other minor bug fixes.

January 20, 2015

• New sorting options have been brought forth in Agile to sort out contacts that meet both specified criteria or any of them.
• Bulk actions can now be performed on deals.
• You can choose business days under the 'Wait' node in campaigns to wait for a particular number of business days.
• New 'Check Event' node has been introduced in Agile CRM to check if a specified owner has a particular type of event, either pending or completed.
• UI changes have been induced to contact Views.
• Campaigns are now ordered alphabetically, by default.
• Lots of new email templates have been added for email campaigns. Check out our Send Email node.
• Minor bug fixes in Tasks & Web-rules.

January 13, 2015

• Minor UI changes to the Activities log in Agile dashboard.
• Bulk actions can now be performed on deals.
• You can choose business days under the 'Wait' node in campaigns to wait for a particular number of business days.
• New 'Check Event' node has been introduced in Agile CRM to check if a specified owner has a particular type of event, either pending or completed.
• UI changes have been induced to contact Views.
• Campaigns are now ordered alphabetically, by default.
• Lots of new email templates have been added for email campaigns. Check out our Send Email node.
• Minor bug fixes in Tasks & Web-rules.

January 13, 2015

• Minor UI changes to the Activities log in Agile dashboard.
• Bulk actions can now be performed on deals.
• You can choose business days under the 'Wait' node in campaigns to wait for a particular number of business days.
• New 'Check Event' node has been introduced in Agile CRM to check if a specified owner has a particular type of event, either pending or completed.
• UI changes have been induced to contact Views.
• Campaigns are now ordered alphabetically, by default.
• Lots of new email templates have been added for email campaigns. Check out our Send Email node.
• Minor bug fixes in Tasks & Web-rules.

January 13, 2015

• Minor UI changes to the Activities log in Agile dashboard.
• New 'Check' node has been added to campaigns in Agile to check if a campaign is active/ completed.
• Task details page has been introduced in Agile with 'Notes', 'Activity' & 'Related Contacts' tabs.
• Task node in campaign has been fully developed.
• Text Gravar gets displayed based on the contact's firstname & lastname, now on.
• Other minor bug fixes.
• Free Agile accounts can now run bulk actions on max. of 25 contacts.

January 08, 2015

• New Deal details page has been introduced in Agile CRM - click on any of your deals to see all the relevant information in a new window.
• The two Twilio widgets (one for calling & the other for call history) hitherto, have been clubbed into a single Twilio widget that caters to both these features. Enabling this widget, you can see the call logs under the Twilio widget within the contact page.
• Call Forwarding feature has been launched in Agile. You can forward your inbound calls to any number of agents simultaneously. Also, you can leave automated voicemails when you are in the field or highly engaged.
• Minor bug fixes in call recording. Improved categorization in campaign nodes.
• It's mandatory to enter a valid business email for new sign up registration in Agile, now on.

January 02, 2015

• Deals can now be archived so that you can focus on the hot deals without losing out on the old ones.
• Automate your voicemails to your contacts when your call goes to their voicemail box.
• New merge fields have been introduced in campaigns to clean up names, while running a campaign.
• Calendars of all the CRM users can now be seen by any particular user with ease.
• Created time for tasks will be displayed now on.
• Emails on the contact page, synced by IMAP widget of any particular user, can now be seen by other CRM users whenever shared to them.
• UI changes to the reports page - reports are now sorted by category so as to ease access.
• You can choose to be notified by email along with desktop notification, 10 min prior to the start of your events.
• Minor changes (in relation to Twilio) to the calls section in the Activity log.
• Task closure time & start time fields have been added to tasks.
• You can now merge notes & other contact details while merging contacts in the CRM.
• Countries have been listed as per their continents, in alphabetical order in the online appointment scheduling tool.
• Other minor bug fixes.