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Release 1.16.0

1. StrongerFaster controldaily andwork configurationwith ofclients client& actions

WIFOX-241286 – Manage“Create Actionaction” Typesdirectly andfrom SubtypesClients via Settingstable
ActionAgents types and their subtypes arecan now fullystart configurablecreating onan aaction dedicatedstraight Settingsfrom page,the similarClients tolist, client/requestwithout statuses.opening the client card first.
Business impact: Business/opsSpeeds teamsup canhandling adjustof actionfollow‑ups structuresand (types,notes, subtypes,reducing ordering)clicks withoutfor codehigh‑volume changes, keeping the CRM aligned with evolving processes.teams.

WIFOX-236272 – Ordering“Save and create new” in Actions drawer
The action‑creation form now has a “Save and create new” button that saves the current action and instantly opens a clean form for actionthe subtypes
Subtypesnext of actions can be reordered via drag & drop, and this order is reflected in dropdowns when creating actions.one.
Business impact: TheMakes mostbulk importantcreation subtypesof appearactions first,significantly speedingquicker upfor dailyteams workprocessing andmultiple reducingcases misclassification.in a row.

WIFOX-215273 – AbilityRicher Actions table in client drawer
The Actions table inside the client view now shows more lifecycle data (date, type, subtype, comments, created/updated dates, creator, responsible) with sorting and horizontal scrolling.
Business impact: Improves auditability and lets managers see the full history and responsibility for client actions without leaving the client view.

WIFOX-290 – Filter and customize “Last/Future action date” in Clients
“Last action date” and “Future action date” in the Clients table now support date‑range filters and can be shown/hidden via column customization, with full sorting support.
Business impact: Managers can build views like “who needs attention this week” or “who had no actions in the last 30 days” directly in the UI.

WIFOX-271 – Correct sorting by action dates in Clients
Sorting by “Last action date” and “Future action date” in the Clients list has been fixed to changereflect real action subtypetimelines.
Business onimpact: ActionsPrioritisation views are now trustworthy and match what agents actually did or plan to do.

WIFOX-291 – Less intrusive notifications across CRM
IfSystem annotifications agenthave selectsbeen moved to the wrongtop‑right subtypecorner forand anno action,longer theblock creatornavigation (or anytop role with edit permissions) can now correct the subtype.sections.
Business impact: Reduces datainterruptions pollutionduring fromclient misclassified actionswork and improveslets accuracyagents ofcontinue reportsnavigating andwhile KPIsmessages basedare on action subtypes.shown.

WIFOX-245318 – TransactionEasier‑to‑click visibilityBack alignedbutton within role‑basedclient access rulescard
TransactionThe visibilityBack button in the client card has been validatedredesigned with a larger clickable area and alignedimproved with existing role‑based permissions across desks, projects, and clients (“view own” vs “view all”), enforced on the backend.positioning.
Business impact: LowersFewer the risk of exposing sensitive transaction datamis‑clicks and ensuressmoother consistent,navigation audit‑friendlyfor accessusers behaviorwho acrossmove thefrequently platform.between clients and lists.

2. BetterStronger visibilitynavigation and& managementfiltering ofacross leads

the platform

WIFOX-247WICORE-1428 – New“Now” Bucketssupport tablein viewdate‑time with key metricsfilters
The Bucketsdate‑time pagefilter haswidget beencan redesignednow fromuse cardsthe tocurrent time (“Now”) as the end of a tablerange, viewsent withdynamically columnson foreach “Leads today” and “Unassigned leads”, and clickable bucket names.request.
Business impact: ItEasier iscreation easierof “up to scanthis moment” views for monitoring and comparereporting buckets,without quicklymanually identifyupdating overloadedend areas, and rebalance work.dates.

3. ImprovedBetter filters, search,client and bulktransaction workcontext withfor clients

operations & risk

WIFOX-249243 – ClientBulk nameedit filteringfor supportskey specialclient charactersattributes
FilteringA new Bulk Edit action lets agents update fields like Affiliate ID, Source ID, Campaign ID and Country for many clients byat first/lastonce, namewith nowa workssafe correctly“Leave whenexisting” special characters (such as ?) are used,default and relatedexplicit textopt‑in filtersper have been checked for similar issues.field.
Business impact: SearchesMass match real‑world data more reliably, reducing missed resultscorrections and manualcampaign workarounds.updates become much faster, while minimising the risk of accidental global changes.

WIFOX-242244 – RevisedRead‑only multi‑clienttotal selection via checkboxes
Checkbox selectionbalance in client listscard
Client hascards beennow redesigned (usingshow a provenread‑only CRMtotal pattern)balance to(from workCore reliablyBanking) across all assets, in both view and edit modes, when clickingthe andbanking scrolling,service withis a clear count of selected clients.available.
Business impact: BulkSupport, actions on clients are more predictablesales and efficient,risk reducingteams selectionsee mistakesthe andfull rework.financial picture at a glance without navigating to other systems.

WIFOX-230217 – FixedMore inappropriatecard errordetails whenin sortingtransaction by namedescriptions
AnWhen incorrect/misleadingavailable errorfrom thatproviders, appearedadditional whencard‑related sortinginformation Clients/Requestsis bynow nameincluded hasin beentransaction removed.descriptions.
Business impact: FewerGives confusing error statesfinance and smootherrisk navigationteams more context for users.

WIFOX-255 – Warning in clients’ comments section now renders correctly
A previously missing warning message in the clients’ comments section is now displayed properly.
Business impact: Users receive the intended guidance or restrictions when working with comments, reducing misuseinvestigations and supportmanual questions.

checks,

WIFOX-251without –digging Fastthrough filterraw customization now respected
Customizations to which fields appear in fast filters are now correctly applied; fields that are turned off remain hidden when reusing saved filters.
Business impact: Filters behave consistently with user expectations, saving time and reducing confusion.

WIFOX-250 – Easier management of fast filters across modules
Users can now remove fast filters directly from the filter popover, and the unified “other filters” view has been added to all modules that use fast filters (with minor UI clean‑ups such as removing unnecessary arrows).
Business impact: Fast filters are easier to manage and clean up, giving users more control over how they slice data across different modules.data.

4. StabilityImproved transaction handling and reliability

table usability

BD-256WIFOX-296 – SessionsEdit pagetransactions fixed (blank screen)
A critical defect that causedfrom the Sessionstable
Authorized pageemployees can now use a new Edit action in the Transactions table to showupdate status and description via a blankdrawer, screenwith haschanges beentracked resolved.in transaction history.
Business impact: RestoresEnables accessquick correction and enrichment of transaction records and provides an auditable trail of edits.

WIFOX-297 – Configurable auto‑login on simple client registration
A new per‑client‑type setting controls whether “simple” registered/imported clients are auto‑logged‑in (and get lastLoginDate) or not.
Business impact: Prevents imported clients from looking “active” when they never logged in, improving the accuracy of activity‑based metrics.

WIFOX-298 – Clearer table endings (no confusing bottom blur)
The visual blur/fade at the bottom of tables has been removed or refined according to sessionthe informationnew requiredUX, forensuring dailythe operationslast rows are fully visible.
Business impact: Users immediately understand when they’ve reached the end of a list, reducing confusion about hidden rows.

WIFOX-299 – “Client” column in Transactions table
A new Client column shows the transaction owner’s name and reducesallows downtime.opening the client drawer directly; it is filterable and can be managed via column customization.
Business impact: Investigations and support become faster by linking each transaction directly to its client profile from the same table.

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