Skip to main content

Release 1.15.3

Features:

1. Stronger control and auditability of client actions

WIFOX-241 – Configurable Action Types and Subtypes in Settings
Action types and subtypes are now fully manageable via a dedicated Settings page (/settings/actions), similar to client/request statuses and verification levels.
Business impact:

  • WISUB-339 -

    Business addteams filtercan foradd, clients customs

  • WICORE-1201 - Products. Add block for displaying external image(s) when it's added
  • WIEX-529 - Don`t fetch current user when receiving business members in profile page
  • WICORE-710 - CRM Tables: highlight a row on focus
  • WICORE-1204 - Change text to make the message unclear
  • WICORE-1219 - Change approach of WebAuthn functionality
  • WICORE-1228 - Add voice helper to documentation assistant
  • WICORE-1221 - Add show duplicates for filters on Clients page
  • WICORE-1226 - Clients documents tab: add ability to upload heic/webp, issues withedit, delete and uploadreorder action types/subtypes without developer involvement.

  • WICORE-1202 -

    Faster Assign clientsreaction to managerprocess addchanges managerand namebetter alignment between CRM and real workflows.

WIFOX-236 – Ordered list of action subtypes
Subtypes of actions can be reordered via drag & drop, and this order is respected in dropdowns when creating new actions.
Business impact:

  • Puts the most important subtypes at the top.

  • Reduces selection errors and speeds up agents’ daily work.

WIFOX-215 – Ability to dropdowncorrect action subtype on client actions
Creators or users with edit rights can now change the subtype of an existing action if it was chosen incorrectly.
Business impact:

  • Reduces data pollution from misclassified actions.

  • WICORE-1213 -

    Improves [Clients]accuracy Addof searchoperational byand projectperformance analytics.

2. Better visibility and management of leads

WIFOX-248 – Backend aggregation of “Leads today” and “Unassigned leads” per bucket
The system now calculates, per bucket, how many leads were created today and how many remain unassigned, using backend aggregation while keeping existing APIs compatible.
Business impact:

  • Real‑time operational visibility into new lead inflow and backlog.

  • WICORE-1227 -

    Enables Clientmore entityinformed needsstaffing and prioritization decisions.

WIFOX-247 – New Buckets table view with key metrics
The buckets page has been redesigned from cards to bea extendedtable view with new fieldscolumns for “Leads today” and “Unassigned leads”, and bucket names are now clickable.
Business impact:

  • Easier to scan and compare buckets at a glance.

  • WICORE-1230 -

    Managers Clients:can Addquickly fastspot filtersoverloaded foror editneglected client Actions tab

  • WICORE-1223 - 
  • WICORE-1223 - Client tabs: Create Assets tab
  • WICORE-1230 - Clients: Add fast filters for edit client Actions tab - issue with CRUD operations
  • WIEX-564 - Platform integration. Basic create operation logic
  • WICORE-1241 - Add possibility to request single employeebuckets and updaterebalance itworkload.

    by email additionally in open API
  • WICORE-12411 - added condition for case if employee doesn"t exist
  • WICORE-1244 - Add status field Is completed (true/false) for actions
  • WICORE-1239 - CRM: Clients: Verification status tag improvement
  • WICORE-1240 - Fast filter for transactions
  • WICORE-1246 - Allow to search Asset UID filter for transactions table by lookup, check PoC
  • WICORE-1249 - [Actions] - Action can not be found by Client filters
  • WICORE-1238 - Fast filters: Improvement for view more

Bugfixes:

3. More intuitive and reliable client data & UX

WIFOX-249 – Clients: name filtering works with special characters
Filtering clients by first/last name now correctly handles special characters such as ?, and related text filters have been checked for similar issues.
Business impact:

  • WICORE-1192 -

    Search [Roles]behaves Actionsas users expect in real‑world data scenarios.

  • Reduces missed matches and manual workarounds when working with imported or external data.

WIFOX-230 – Correct error handling when sorting by name
An inappropriate or misleading error when sorting Clients/Requests by name has been fixed.
Business impact:

  • Fewer confusing error states for users.

  • Smoother navigation and less support overhead for simple list operations.

WIFOX-242 – Improved multi‑client selection via checkboxes
Checkbox selection behavior in client lists has been redesigned (based on a proven CRM pattern) to work reliably when clicking and scrolling, with a clear count of selected clients.
Business impact:

  • Bulk operations on clients are more predictable and efficient.

  • Reduces selection errors and rework for agents handling large client sets.

4. Security and access control alignment

WIFOX-245 – Transaction visibility aligned with role‑based permissions
Transaction visibility has been reviewed and aligned with the same role‑based access rules used for desks, projects and clients (view own vs. view all). Enforcement is done on the backend.
Business impact:

  • Reduces risk of exposing sensitive transaction data to unauthorized users.

  • Ensures consistent behavior across modules for compliance and audits.

5. Platform stability and reliability

BD-256 – Sessions page isfixed (blank screen issue)
A critical defect that caused the Sessions page to show a blank screen has been resolved.
Business impact:

  • Restores access to session information relied on in daily operations.

  • WICRE-1205 -

    Minimizes Cantdowntime reachand propertiesinterruptions removefor buttonteams using this data.

WIFOX-251 – Fast filter: customization now respected
Customized field visibility in edit“fast textfilters” (Editoris overflowsnow anothercorrectly content)applied; hidden fields stay hidden when reusing saved filters.
Business impact:

  • Filters behave consistently with user expectations.

  • bugfix/WICORE-725 -

    Reduces Coreconfusion Banking:and Transactionstime amountlost issue

    • reconfiguring
  • bugfix/WICORE-703filters.

    - Subtypes for edit action are missing
  • bugfix/WICORE-12122 - Global filter won't disappear until you disable it
  • WICORE-1228 - Fix: Add voice helper to documentation assistant

Back to top