Skip to main content

Release 1.16.0

1. Faster daily work with clients & actions

WIFOX-286 – “Create action” directly from Clients table
Agents can now start creating an action straight from the Clients list, without opening the client card first.
Business impact: Speeds up handling of follow‑ups and notes, reducing clicks for high‑volume teams.

WIFOX-272 – “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 the next one.
Business impact: Makes bulk creation of actions significantly quicker for teams processing multiple cases in a row.

WIFOX-273 – Richer Actions table in client drawer
The Actions table inside the client view now shows more lifecycle data (date, type, subtype, comments, created 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 reflect real action timelines.
Business impact: Prioritisation views are now trustworthy and match what agents actually did or plan to do.

WIFOX-291 – Less intrusive notifications across CRM
System notifications have been moved to the top‑right corner and no longer block navigation or top sections.
Business impact: Reduces interruptions during client work and lets agents continue navigating while messages are shown.

WIFOX-318 – Easier‑to‑click Back button in client card
The Back button in the client card has been redesigned with a larger clickable area and improved positioning.
Business impact: Fewer mis‑clicks and smoother navigation for users who move frequently between clients and lists.


2. Stronger navigation & filtering across the platform

WICORE-1428 – “Now” support in date‑time filters
The date‑time filter widget can now use the current time (“Now”) as the end of a range, sent dynamically on each request.
Business impact: Easier creation of “up to this moment” views for monitoring and reporting without manually updating end dates.


3. Better client and transaction context for operations & risk

WIFOX-243 – Bulk edit for key client attributes
A new Bulk Edit action lets agents update fields like Affiliate ID, Source ID, Campaign ID and Country for many clients at once, with a safe “Leave existing” default and explicit opt‑in per field.
Business impact: Mass corrections and campaign updates become much faster, while minimising the risk of accidental global changes.

WIFOX-244 – Read‑only total balance in client card
Client cards now show a read‑only total balance (from Core Banking) across all assets, in both view and edit modes, when the banking service is available.
Business impact: Support, sales and risk teams see the full financial picture at a glance without navigating to other systems.

WIFOX-217 – More card details in transaction descriptions
When available from providers, additional card‑related information is now included in transaction descriptions.
Business impact: Gives finance and risk teams more context for investigations and manual checks, without digging through raw data.


4. Improved transaction handling and table usability

WIFOX-296 – Edit transactions from the table
Authorized employees can now use a new Edit action in the Transactions table to update status and description via a drawer, with changes tracked in transaction history.
Business impact: Enables quick 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 the new UX, ensuring the last 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 allows 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.