# Core Solution Release 1.15.0
#### Release Summary Report **Release Version:** 1.15.0 **Previous Version:** 1.14.0 **Release Date:** January 16, 2026 --- #### Executive Summary Release **1.15.0** delivers a broad set of improvements across the platform, focusing on **usability, reporting, customization, performance, and stability**. This release introduces new UI capabilities, expanded reporting and export options, improved translations and localization, enhanced AI features, and multiple backend optimizations. In addition, a large number of fixes improve reliability across core business flows. ##### What’s New ### **🧑‍💼 Client Management** - Client action history on client card A complete, chronological history of all client-related actions is now available directly on the client card, improving transparency and context for managers. - Extended client entity model New fields were added to the client entity to support richer data modeling, better segmentation, and future analytics capabilities. - Next / Previous client navigation Seamless navigation between client cards without returning to the client list, significantly accelerating day-to-day CRM workflows. \* - Future action date column Displays the nearest planned action for each client, helping managers prioritize follow-ups and workload. - Last action date column Shows the most recent completed action per client, enabling quick assessment of engagement activity. - Removed description field limits Client description fields now support extended text for detailed notes, call summaries, and internal documentation. **🎯 Actions & Requests** - Open Actions in a new tab Actions can be opened in a separate browser tab, enabling parallel work with multiple clients or tasks. - Actions UX enhancements Improved usability, clarity, and interaction patterns across the Actions section for smoother daily operations. - Comments after Action: Multiple actions creation in a single flow, reducing repetitive manual actions. **🔍 Filters & Configuration** - Transaction filters by desk and manager Added advanced filtering options in Transactions to improve segmentation, control, and reporting accuracy. - Improved “Action Date / Session Date” filtering Refined date filtering logic to eliminate incorrect results and edge-case inconsistencies. - Configurable column order CRM configurations now allow dynamic reordering of table columns, giving teams more control over data presentation. **🧭 UX / UI Improvements** - Universal modal closing behavior All CRM modals can now be closed regardless of nesting depth or opening context, improving UX consistency and predictability. - Bucket name visibility fix Bucket titles are now always visible inside buckets, resolving previous usability issues. --- #### Key Highlights ##### 🆕 New Features & Capabilities **User Interface & Usability** - Drag & drop support for managing verification statuses - New table columns and filters (e.g. *Is Active*, *Is Completed*) - Improved navigation and interaction flows in Actions and Reports - Popovers and drawers added for better contextual information - Calendar events now open detailed views on click **Reporting & Data Management** - Export functionality added to reports - Invoices module implemented, including invoice list and details - Description field added to invoices (UI & backend) - Improved data formatting (currency display, dates, accordions behavior) - Duplicate handling enhanced with date-based filtering **Customization & Branding** - Project-level customization support (logos & favicon) - Improved configuration for symbols and labels **AI & Automation** - AI Voice Agent improvements for better accuracy and stability - Embeddings synchronization mode introduced (Manager / Client architecture) - Chat Helper storage migrated from file system to MongoDB for scalability --- ##### 🐞 Bug Fixes & Stability Improvements **Core Platform Fixes** - Resolved notification delivery issues - Fixed permission checks for downloading reports - Corrected transaction handling and error processing logic - Improved handling of empty or edge-case data in charts and reports **UI & Data Consistency** - Fixed incorrect labels, ordering, and formatting issues - Corrected filtering, sorting, and resolution column behavior - Addressed multiple layout and design inconsistencies