Zero BS WordPress CRM

Description

v3.0 Launch Imminent > > Lock in discount @ v2.70 prices < <

Zero BS is the best no-nonsense CRM for WordPress.

Every business earns more money when they use a good CRM. ZBS is the simplist & quickest of all WordPress CRMs. Manage your customer relationships, make more profit, and maintain happier business relations. (For Free!)

Zero Bullsh*t Benefits:

  1. Simple & Practical: Usable features that help impress customers
  2. Fully ‘yours’: Install it on your WordPress. You hold the keys
  3. Free: No giant monthly fees. Good value extensions are optional

Watch a Full Walkthrough of Zero BS CRM
https://www.youtube.com/watch?v=9miPZx_mkPc

Who’s already using Zero BS CRM?

We built this for ourselves. Then our friends. Then early adopters.

We’re still going, but now it’s good & stable.

Hundreds of entrepeneurs use Zero BS everyday, and we’ve noticed a common trend to the following use cases:

Common users of ZBSCRM:

  1. eCommerce sites (We integrate with WooCommerce and PayPal)
  2. Agency & Freelancers
  3. Start-up & Non-profit
  4. Local & Small Biz (From personal trainers to yoga teams!)

Because ZBS is so extendible, there are many individuals who don’t fit these groups who also find innovative ways to use our CRM.

Read our CRM Case Studies

How to get started (Try out this CRM)

From reading this, to understanding ZBS will probably take you 10 minutes. Familiar with WordPress? You’ll be set up in under 5 mins.

Zero BS CRM installs in seconds, (with a super-quick welcome wizard to get you started). Adding a customer is straightforward. Creating a quote, or invoice, even simpler. Give it a go, you’ll see!

Steps to competence with ZBSCRM:

  1. Install this plugin
  2. Step quickly through the Welcome Wizard
  3. Add your first customer

We’ve even made you a quick video guide on adding your first customer, if you prefer learning from screencasts:

**[Adding your first customer](https://www.youtube.com/watch?v=WepIml_wWEM)**

…believe us, it really is that easy. And for starters, that’s all you need a CRM to be. Easy.

Easy CRM’s get used. Easy CRM’s make your customer data work for you, they don’t need to be super-complex.

Need a helping hand? No worries. Just ask here

Free, but supported

Did we already tell you this is free? Well it is.

We support ZBS, (update it, fix it, love it, refine it), because we use it ourselves everyday. ZBS is a gift back to this lovely community around WordPress, a gift to you.

The world is full of people seeking to take your cash, but small biz and WordPress people deserve an easier start. We give this to you because life’s too short to use overcomplex expensive software from the get go. Maybe there’s a time for that, we’re not sure, but for most successful entrepreneurs we know, simple & practical is the winning combo.

So that’s the story. Zero BS CRM is free. Totally. There’s some extensions we sell, stuff like ‘mail campaigns’, but they’re relatively cheap, ($27-$129, or everything for $199). We’re not hoping to get mega-rich from this, we just want to build good stuff for good people, and maybe have some beers!

To that end we’ll keep this updated, if you keep this cool. Throw us suggestions, grab an extension, use ZBS to make your businesses better. Tell people. We’re here for win-win business πŸ™‚

P.S. When you do need support, just use this page

Updates for Life

See at the top it says ‘last updated’ – I bet we updated fairly recently, eh? But guess what? We’re not adding useless features to slow down your CRM. We only add much-requested simple & practical features. If anything, our updates are often refinements, improving our existing CRM functionality until it’s the best it can possibly be.

Made by Professionals

We’ve been here a while. Between us we’re probably accountable for a million WordPress-related downloads. We’ve built 50+ plugins, 10+ themes. We make our livelihoods with WordPress.

*And we both use ZBSCRM every day!

Visit ZeroBSCRM.com

Reviews of Zero BS CRM Plugin

We’ve had some fantastic reviews from our early adopters, and even though we’ve only been out a short while, we’re proud to be featured across some great WordPress blogs, (and Product Hunt!)

Here’s a few of our latest Reviews and Features:

Featured on:

Optional Extensions (fairly priced power-ups for your ZBS CRM)

We’ve built a few super tools for Zero BS, but they’re mostly outside of the original plan, so we’ve seperated them into individual “extensions”. These all have some supercharging effect on your ZBS, but none are essential.

View all of the Extensions

Zero BS CRM Extensions:

Try Zero BS CRM Today!

Download or install above, or Download from WordPress.org

Video Tutorials

Check out these quick tutorials on using various elements of this CRM plugin.

Adding your first customer
https://www.youtube.com/watch?v=WepIml_wWEM

A tour of the ZBS CRM Sales Dashboard
https://www.youtube.com/watch?v=ju2aeLkrxcM

Importing Customers into ZBS with the CSV importer extension
https://www.youtube.com/watch?v=QfPjlYbHnGU

Importing Customers into ZBS with the PayPal Sync extension
https://www.youtube.com/watch?v=X9COXfzDCLQ

Importing Customers into ZBS with the Woo Commerce Sync extension
https://www.youtube.com/watch?v=JBc2371WLEo

Zero BS Customer Relationship Manager: Full feature list

  • Core Features

    • Add and manage Customers, Quotes, Invoices, and Transactions
    • Quote Builder: Write & Deliver stunning online proposals
    • Invoice Builder: Easily & Quickly bill clients and get paid online
    • Self-hosted: Because you run ZBS on your WordPress, you keep your data, always
    • Custom fields allow you to record anything you need to against a customer, specific to your business
    • Add & Manage Companies: (New) B2B mode (Manage Contacts at Companies)
    • Tag customers, quotes, invoices, & transactions with your own Tags (easily manage groups of customers)
    • 4 Minute install (Easy Welcome Wizard)
    • Works well on Mobile Devices
    • Multi-currency
    • B2B (Business 2 Business) Mode
    • Language/Translation Ready
    • CSV Customer Importer
    • Front-end Lead Forms
    • Customer Portal
    • Super-easy Extensions Manager: (Easily turn CRM features on or off)
    • API (in Beta)
    • Optional extras such as “Needs a Quote” sections, automated invoice numbering etc.
  • Add/Create/Manage Customers

    • See all of your customer information in one place: Total value, quotes, invoices, transactions
    • Customer records with contact information, photos, files (attachments)
    • Notes/Logs allow you to record interactions, building up a customer story
    • Optional B2B mode lets you manage businesses and contacts
  • Add/Create/Manage Quotes & Specifications for work
    • Record quotations sent out to customers and manage whether or not each got accepted or rejected
  • Add/Create/Manage Invoices: Get paid online
    • Log whether invoices are outstanding, paid, part paid etc. as well as all the other crucial invoice details
    • NEW: Invoice builder with line items, hourly or item rates, email invoices and get paid via customer portal!
    • NEW: NOW WITH PDF INVOICING!
  • Manage Transations (eCommerce – WooCommerce & PayPal)
    • Record transactions against a customer, (direct sales payments etc.)
    • [with extension] Automatically sync WooCommerce or PayPal sales and customers
    • NEW: With Sales Dashboard you can get baremetrics style data analytics – Amazing when combined with a transaction syncing Extension
  • WordPress Override mode
    • Fully takeover WordPress and make Zero BS CRM a standalone CRM (optional)
    • Brand your CRM with your company name or a customers (and logo!)
    • Turn override mode on or off for ZBS users only, or everyone!
    • Branded login and disabled front-end make this resellable too!
    • Select the menu style you like: Slimline, CRM only, or Full
  • CRM Audit system
    • Automatically log customer events like “new invoice” or “filled out web form”
    • Keep a track of customer calls or meetings
    • See all customer activity at-a-glance from the customer record
  • CRM User Roles: Easily give users the correct permissions with the following CRM User Roles for WordPress:
    • Customer Manager
    • Quotes Manager
    • Invoice Manager
    • Transaction Manager
    • Full ZBS Admin
  • CRM API
    • IN BETA: Our first version of the API is now (optionally) available
    • Great for developers – easily create customers, search customers etc.
    • Connect to Zapier & create Zap’s (Zapier Integration)
    • Full API to follow, including developer documentation
  • And always:
    • Zero feature bloat
    • Modern, clean code, designed to perform
    • Works out-of-the-box
    • Regular, free updates
    • Great Documentation
    • Charming Support
    • Loving, helpful community of hundreds of users, (and growing)

Screenshots

  • Settings Page
  • Manage Customers
  • New Quote
  • New Customer

Installation

  1. First make sure you’ve got WordPress installed somewhere. We like to use crm.yourdomain.com
  2. Install your plugin as below (you probably know how!)
  3. Activate the plugin through the ‘Plugins’ screen in WordPress
  4. Use the menu to go to the settings page: Zero BS CRM->Settings to configure the plugin (no config required, this is optional, but recommended)

For more documentation, please see: http://docs.zerobscrm.com/documentation/

Automatic Install From WordPress Dashboard

  1. Login to your the admin panel
  2. Navigate to Plugins -> Add New
  3. Search Zero BS CRM
  4. Click install and activate respectively.

Manual Install From WordPress Dashboard

If your server is not connected to the Internet, then you can use this method-

  1. Download the plugin by clicking on the orange button above. A ZIP file will be downloaded.
  2. Login to your site’s admin panel and navigate to Plugins -> Add New -> Upload.
  3. Click choose file, select the plugin file and click install

Install Using FTP

If you are unable to use any of the methods due to internet connectivity and file permission issues, then you can use this method-

  1. Download the plugin by clicking on the red button above.A ZIP file will be downloaded.
  2. Unzip the file.
  3. Launch your favorite FTP client. Such as FileZilla, FireFTP, CyberDuck etc. If you are a more advanced user, then you can use SSH too.
  4. Upload the folder to wp-content/plugins/
  5. Log in to your WordPress dashboard.
  6. Navigate to Plugins -> Installed
  7. Activate the plugin

FAQ

Installation Instructions
  1. First make sure you’ve got WordPress installed somewhere. We like to use crm.yourdomain.com
  2. Install your plugin as below (you probably know how!)
  3. Activate the plugin through the ‘Plugins’ screen in WordPress
  4. Use the menu to go to the settings page: Zero BS CRM->Settings to configure the plugin (no config required, this is optional, but recommended)

For more documentation, please see: http://docs.zerobscrm.com/documentation/

Automatic Install From WordPress Dashboard

  1. Login to your the admin panel
  2. Navigate to Plugins -> Add New
  3. Search Zero BS CRM
  4. Click install and activate respectively.

Manual Install From WordPress Dashboard

If your server is not connected to the Internet, then you can use this method-

  1. Download the plugin by clicking on the orange button above. A ZIP file will be downloaded.
  2. Login to your site’s admin panel and navigate to Plugins -> Add New -> Upload.
  3. Click choose file, select the plugin file and click install

Install Using FTP

If you are unable to use any of the methods due to internet connectivity and file permission issues, then you can use this method-

  1. Download the plugin by clicking on the red button above.A ZIP file will be downloaded.
  2. Unzip the file.
  3. Launch your favorite FTP client. Such as FileZilla, FireFTP, CyberDuck etc. If you are a more advanced user, then you can use SSH too.
  4. Upload the folder to wp-content/plugins/
  5. Log in to your WordPress dashboard.
  6. Navigate to Plugins -> Installed
  7. Activate the plugin
Is there any limits to customer counts in ZBS?

There are absolutely no limits in Zero BS CRM, apart from the usual ones applied by your host (database size etc.)

Can I develop on top of ZBS?

Of course. Please reach out to us via the in-plugin feedback page if you want to, we’ll help you get started.

Is ZBS really free?

Totally. The core is a solid, useful, Customer Relationship Manager right out of the box. You don’t need anything else to get started managing your leads, and customers. We do build extensions, (because we need them), but they’re not at all essential. Further, they’re cheap in comparison to the pay-per-month CRM options, and you actually own them, yourself.
Β§

Where can I see the CRM extensions?

Here: http://zerobscrm.com/extensions/

Reviews

It’s like a business-in-a-box!

I’m not easily impressed. But this plugin is more like a business-in-a-box. We hear so much about “automating” things these days, but when you run a REAL business, there’s a lot more to automate than just email. And if you manage a team, you need something to assign leads, handle invoices, collect payments, etc. This plugin can do a LOT of stuff. And it does just that –while keeping the UI simple to use (so refreshing).

It’s perfect for online businesses, but equally ideal for brick + mortar companies. And if you run sales teams –don’t even get me started on the “Automations” extension! That one is my favorite πŸ™‚

This project is heading into a direction that will replace a lot of expenses for tools like email autoresponders, payment portals, etc. The challenge for small businesses is the drawback of growing expenses. This project could eliminate that problem for many people.

The free version is loaded with the basics you would expect from a lean CRM, but the paid extensions REALLY bring it home and allow you to add only what you need.

They have an active slack community
They are open to ideas
They are willing to listen and engage
They provide excellent support

P.S. Oh… and for that 1 person (@frizzel) who left a 1-star review for this plugin you might consider revising that. These guys clearly went out of their way (on a public forum) to help you. Consider the source, folks. I’ll leave it there.

Amazing plugin!

The Zero BS CRM plugin is amazing! It’s really easy to use and contains all the options a good CRM-system needs. I would really recommend this plugin. Keep up the good work!

This CRM Rocks! Even Better is the Support!

Hi Guys,

I just wanted to let other people looking for a top-notch FREE CRM know that I am very satisfied with this plugin. I have since decided to purchase the paid version simply to help support these folks. They have tirelessly responded to all my Emails, made changes to the core plugins to help me and my clients meet our business objectives.

I can’t say enough good things about these guys!

We now have our Online Shop fine-tuned so that within seconds of a new order being placed through WooCommerce (via the WooSync extra plugin) we can see the contact within the CRM. That just blew my client away. Additionally, we’ve added some “hooks” into our template filters to further automate some processing …

But it all began with the decision to get this plugin and give it a try. Don’t think about it – just do it!

Cheers, Markus

Read all 18 reviews

Contributors & Developers

“Zero BS WordPress CRM” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

2.74 20/04/18

  • Hotfix: Transactions duplication bug fix for WooSync and PayPalSync
  • Fixed: Extra checks for custom field unpacking
  • Fixed: Integrations AddorUpdateTransaction – bug fix
  • Fixed: Integration functions bug
  • Fixed: Bug where some CSV exports would show a warning when loading in Excel (SYLK file warning)
  • Fixed: Bug where merging 2 contacts would break the date on that contact
  • Added: Company name to contact vitals (in b2b mode)

2.73 19/04/18

  • Added: Function for csv importer 1.5 compatibility
  • Improved: Several DAL2 functions relating to add/update tag objects
  • Improved: Customisable tabs via code – added content via function passthrough
  • Several fixes for supporting CSV IMPORTER PRO

2.72 18/04/18

  • Fixed: PHP notice on some versions when activating
  • Fixed: Bug in export tools where contact details were passing as blank
  • Fixed: Bug in export contacts where contact details were passing as blank
  • Fixed: Bug in contact bulk action: Merge Contacts
  • Fixed: Bug in saving logs against a contact
  • Fixed: Language labels being put out without adding slashes, causing bugs for some translations
  • Fixed: Tag links on contact view
  • Improved: Tidied naming for addedit page functions
  • Improved: Made Styling for view pages generic
  • Added: Beginnings of company action hooks
  • Added: Company View Page
  • Added: Company list view column: View Company (as well as Edit Company)
  • Updated: zeroBS_customerSecondAddr to work with DAL2
  • Launched: ZBS CRM Code Examples
  • Guide: Adding Custom Contact Tabs with Code

2.71 15/04/18

  • Fixed: Bug in translations where County/State was incorrectly displayed
  • Fixed: Bug causing Company Logs not to display
  • Fixed: Added back in Custom File slots for contacts
  • Fixed: Bug where contact meta could not be saved as empty
  • Fixed: Bug where you could not delete contact files
  • Fixed: PHP Notice for deleting non-existing store files
  • Fixed: Bug where multiple custom file boxes saving at once would dupe files
  • Fixed: Bug in Client Portal User Generation
  • Fixed: Bug where deleting objects (transactions, quotes, etc.) would send to error page (bought into new paging)
  • Improved: Added error messages to auto-migrations from zero-contact installs
  • Improved: Contact Client portal generation button wording
  • Added: 24 hour timestamp to activity log on contact view

2.70 14/04/18

  • Added: DB Hook for database builds from within extensions
  • Added: System Admin Log (For CRM Admins)
  • Added: Began adding generic DB prep for DBv2
  • Added: Temporary hashing to DB formally (for secure out-in preview pages etc.)
  • Added: Automatic garbage control for temporary hashes
  • Added: Improved DAL functions for getting tags
  • Added: Segment edit page
  • Added: Segment edit page JS
  • Added: Slug generation
  • Added: Custom Edit page
  • Added: Forked Metaboxes to our own classes
  • Added: Avatar option – Gravitar or Custom Images or None + integrated into single views + list views
  • Added: Notifications system for page saves etc.
  • Added: Social acc (basics, twitter, facebook, linkedin) to contact default object
  • Added: “Older than X” quickfilter to contacts (DB2+)
  • Added: Log Authors to Dashboard etc. (Thanks Troy for Diff files)
  • Added: Semantic helper in JS for percentage bars
  • Added: Contact Log msg for fresh feeds
  • Added: List Custom Fields for Contacts (Added to Contact List View)
  • Added: Core CRM version to system status page
  • Added: Permsissions model for Mail Manager
  • Added: Ability to hook in to Contact View Vitals tabs
  • Added: Support for API create_contact/customer – can now use id as well as email
  • Added: Made Transactions link to transaction edit (on Contact View)
  • Fixed: Improved List view JS so as it does not falsely load where it shouldn’t
  • Fixed: Bug in Notifyme js
  • Fixed: Style glitch in social accounts metabox
  • Fixed: Language translation of date-time format string
  • Fixed: Bug in Transaction contact allocation
  • Fixed: Bug in pagination for invoices & forms
  • Fixed: Bug when hiding Quotes/Invoices on Contact View (shows right tab now)
  • Fixed: Bug where currency change was not saved down (from CRM Welcome Wizard) [Thanks Brian]
  • Fixed: Bug in exposing addresses
  • Fixed: PHP Notice in Dashboard
  • Fixed: Bug in dashboard sales funnel rendering
  • Fixed: Export contacts borked in DB2
  • Fixed: Bug in address custom fields not automatically adding themselves to field sorts
  • Fixed: Some PHP notices in Invoice Builder (Thanks Diego)
  • Improved: Added cachebuster to contact typeahead data pull
  • Improved: Segmentation DB tables
  • Improved: Genericified Tags metabox, ahead of db2 global rollout
  • Improved: Routed all links to contacts via centralised function
  • Improved: Added default image for contacts globally (when using custom image mode)
  • Improved: ZBS centralised links to allow for slugs
  • Improved: API endpoint create_contact/customer now works with custom fields and id in DB2+ versions
  • Improved: Country names are now available for translation
  • Improved: Contact Search now returns original record if AKA (Alias) is added + searched
  • DB2: Wrote Initial Tables for Contacts, Tags, Custom Fields
  • DB2: Wrote globalising functions for site, team, ownership
  • DB2: Wrote first fix CRUD functions for Tags, Tag Stats
  • DB2: Improved argument autoloading: Made multi-dimensional (for insert/update fields)
  • DB2: Improved contact search (Speed, field coverage)
  • DB2: Added Object Meta storage (all obj types)
  • DB2: Added External Sources
  • DB2: Added Web Traffic Tracking (e.g. GA UTM’s)
  • DB2: Added Close-out routine to avoid edit-migration errors
  • DB2: Added Logs
  • DB2: Wrote Migration routine
  • DB2: Added Migration routine notifications
  • DB2: Moved DAL into Centralised $zbs var
  • This update covers a major DB2 Update & Mail Campaigns v2 prep

2.63 01/04/18

  • Fixed: PHP warning in Zero BS CRM Dashboard
  • Fixed: JS warning on Zero BS CRM Dashboard page
  • Fixed: Added protection against auto-draft’s showing up in typeahead assignments
  • Fixed: Bug in contact edit which would show php notice on unassigned record
  • Fixed: WordPress login logo override working (again)
  • Fixed: Bug where ‘Disabled Front End’ would create a looping redirect
  • Added: On uninstall, all Zero BS Roles are fully removed
  • Added: (Optional) Powered by Zero BS login link
  • Improved: Hid “assigned to X” from contact intro sentence, when Assignment turned off
  • Improved: If using ‘Assignment’ and no user is assigned to a contact, any Customer Manager can edit them

2.62 30/03/18

  • Added: Link/Tab to customer page via filter
  • Fixed: Bug where additional file boxes would not save always
  • Fixed: Revenue on dashboard goes weird at end of the month
  • Improved: Reworded ‘Other files’ to ‘Contact Files’
  • Improved: Page check function now catches posted data
  • Improved: Forced inclusion of columns for ‘edit invoice’ and ‘edit quote’ where these were somehow lost in translation
  • Improved: Added support for WordPress.org translations proper (3rd Attempt)

2.61 23/03/18

  • Added: File ‘slots’ (custom contact file boxes)
  • Added: Customizable Dash
  • Added: German Human Translation
  • Added: Filter to the PDF invoice title so it can be modified
  • Added: Turkish Lira in currency list
  • Added: Quote to PDF download
  • Fixed: Timezone incorrect on dash
  • Fixed: Funky funnel & backwards labels
  • Fixed: PayPal Sync compatibility errors (php notices)
  • Fixed: Client Portal now works with Plain permalinks (i.e. ?p=)
  • Fixed: Invoice PHP notice
  • Fixed: Default columns not working for invoices & quotes
  • Improved: Removed hard-typed slugs
  • Improved: Initial Invoices
  • Improved: Nonces to export functions
  • Improved: Client portal welcome emails – no linebreaks
  • Improved: Transactions now support prefill

2.54 14/03/18

  • Fixed: Bug where multi-tabs were closing each other in contact single view
  • Fixed: PHP notice where no social details on contact single view
  • Fixed: Basic CSV Export now works even with unset fields
  • Fixed: Typo in column editor
  • Fixed: Bug where removing contacts column from company list view removed the option to re-add it
  • Fixed: Contacts column not working for company list view
  • Added: Basic CSV Export now exports contact ID
  • Added: Advanced CSV Export now exports Contact ID, Company ID
  • Improved: Invoice PDF files are now stored with correct invoice ID (not post ID)
  • Improved: Removed iframe embedded feedback form (flagged some peoples security plugins up) – replaced with image

2.53.1 09/03/18

  • Improved: List views all now have correct edit button options for columns
  • Improved: Consistency fix for “Calendar” => “Task Scheduler”
  • Improved: Contact Singular view (Added Addresses to Contact Vitals)
  • Improved: Contact Singular view (Added Telephone numbers, including Click2Call support)
  • Improved: Contact Singular view (Added Social accounts)
  • Improved: Contact list (etc.) now properly display appropriate avatars (or gravitars)
  • Improved: Migrated β€œOne or more of your ZBS CRM extension need updating.” into notifications system + rejuvinated connect page
  • Fixed: Bug in Transaction Total calculation
  • Fixed: Bug in listview JS (Fix for Mary)
  • Fixed: Bug in currency display on Contact Vitals
  • Fixed: Invoicing now pre-fills with contact details appropriately
  • Fixed: Contacts saying ‘works for…address’

2.52 25/02/18

  • Fixed: Invoice Status Box recovered
  • Fixed: Deprecated user info replaced
  • Fixed: Client Portal “Your Details” now updates data
  • Fixed: Fix to saving contact if owned but unable to change ownership
  • Fixed: $$ double currency showing up on those servers with PHPIntl installed
  • Fixed: Localisation bug where language labels where breaking list views
  • Added: Log out tab on the Client Portal Navigation
  • Added: Forgot Password Link on Client Portal Login Page
  • Improved: Language leak moved into _e
  • CRM Updates Feb 2018

2.51.2 20/02/18

  • Fixed: Reseller Integration fixes
  • Improved: Language Integrations: de_DE, en_AU, es_ES, fa_IR, fr_CA, fr_FR, it_IT, nb_NO, nl_NL, nn_NO, pt_BR, ro_RO

2.51.1 17/02/18

  • Fixed: Multi-site bug on permissions check for client portal

2.51 16/02/18

  • Added: Support for wp filters in contact, quote, invoices, transactions menus
  • Added: Support for extension header bars
  • Added: Support for extension sub top menu bars
  • Fixed: Bug in client portal redirection

2.50.3 15/02/18

  • Fix: Removed debug output

2.50.2 15/02/18

  • Fix: Fix for list view warnings
  • Fix: For admin_init/init ordering

2.50.1 15/02/18

  • Hotfix: Legacy support for extensions pre v2.0

2.50 13/02/18

  • Added: New List views for Transactions
  • Added: zeroBS_getAllContactsForOwner to get the contact list for owner
  • Added: Transaction status to transaction edit page
  • Added: Transaction status to transaction add new page
  • Added: Learn button to the contacts list page
  • Added: Learn modal for contact list to explain and point to adding field + why totals differ
  • Added: Transaction settings page (to control which transaction statuses are included in total)
  • Added: New Transaction now added to Activity Log of the contact
  • Added: Zero BS CRM External Sources detail added (for further “source” tagging)
  • Added: Your Zero BS CRM Team page to show you your CRM members at a glance
  • Added: System notifications and Nptifications UI
  • Added: Learn buttons throughout new UI
  • Added: Zero BS CRM Welcome Tour
  • Added: Forms new list view UI
  • Added: Quotes new list view UI
  • Added: Company List view now has automatic status quick filters
  • Added: Generic support for new list view to automagically render fields like edit links, ID, etc.
  • Added: Accepted / Not Accepted quick filters to Quote list view
  • Added: Bulk actions to Companies list: Add Tag, Remove Tag, Delete Company
  • Added: Bulk actions to Quote list: Accept/Unaccept, Delete Quote
  • Added: Bulk actions to Invoice list: Change Status (Draft, Unpaid, Paid, Overdue), Delete Invoice
  • Added: Quickfilters for Quotes: Accepted, Unaccepted
  • Added: Quickfilters for Invoices: Draft, Unpaid, Paid, Overdue
  • Added: Bulk actions to Forms List: Delete
  • Filter: zbs_settings_tabs filter (to add new tabs to settings page)
  • Filter: zbs_approved_external_sources (to allow extensions to register an approved source)
  • Added: Migration routine for 2.40
  • Added: Custom Trash for Quote Templates
  • Added: New method for storing External Source data, and a migration routine to move over old data
  • Added: Centralised method for accessing contact “Actions”
  • Added: Contact Actions drop-down list for single contact view
  • Updated: Semantic UI JS to 2.2.14
  • Added: Functions for ‘section’ detection (e.g. is contact area)
  • Added: Contact Column: “Last Contacted” (checks against ‘Call’ and ‘Email’ type logs)
  • Updated: PDFDom to 0.8.2 + wrote migration to update everyone
  • Added: “Not Contacted in X Days” Quickfilter (for contacts & companies)
  • Added: Note types to company: Call/Email
  • Added: Administrator tools to System Status page (+ Rebuild User Roles action button)
  • Added: Sticky Statuses (in API create.customer)

  • Improved: Extended search parameters for Contacts (searching all meta)

  • Improved: Contacts list now uses date formatting
  • Improved: Zero BS Class added to tidy up load order (performance improvement)
  • Improved: Funnel refinements to list icon order (R to L) instead of (L to R)
  • Improved: Added class for deny network activation (v3.0 prep)
  • Improved: Add or Update Customer now checks whether an earlier event should bring forward when the contact was created
  • Improved: Removed dependency on bootstrap for ZeroBSCRM.CustomerSearch.php
  • Improved: Centralised new list view (Classified)

  • Improved UI: Additional helper UI buttons and improved list view header bar

  • Improved UI: “Show All” UI for customer tags when lots of tags are added
  • Improved UI: Long tag names now truncated with ..
  • Improved UI: New “View Contact” UI page added for overview
  • Improved UI: Tidied Dashboard Recent Activity
  • Improved: Migration messages and other labels properly into translate-able
  • Improved UI: List views all now have clear filters, clear filter descriptive sentences
  • Improved UI: Column editor button now shows “open” state
  • Improved: Integrated Semantic UI into our global styles
  • Improved: Made labels out of plain text labels in Task Scheduler -> Options
  • Improved: Removed legacy code from custom views & custom view settings
  • Improved: Modified settings pages to be easier to use
  • Improved: Restricted welcome tour to admins only
  • Improved: New column more reliable: Last Contacted
  • Improved: Moved auto-download extensions store onto AWS CDN (improves speed + reliability)
  • Improved: UI message clarity on list view error find
  • Improved: Hid WP Top bar for front-end client portal users
  • Improved: Post/Page WYSIWYG Form inserter catches no-forms situation elegantly
  • Improved: Hid usual WP menu <

  • Fixed: Client Portal was not showing clients quotes or invoices

  • Fixed: Client Portal Page titles now uses document_title_parts not wp_tile
  • Fixed: Transactions “Assigned to” was showing blank when only customerID was set
  • Fixed: Total Transactions was showing up blank on customer list view
  • Fixed: CSS improved for contact list view where long emails split the line
  • Fixed: Status Change check was checking for incorrect meta value
  • Fixed: Added ‘admin_zerobs_usr’ capability to Administrator role
  • Fixed: Contact Avatars breaking size
  • Fixed: Visual bug in name/avatar ellipsis overflow
  • Fixed: Bug in list view where view footer was inflated despite no bulk actions
  • Fixed: Bug in Form embed
  • Fixed: Bug in new transaction editor, and added back in default statuses for those who didn’t get automatically set
  • Fixed: Bug in permissions letting strict users see post categories
  • Fixed: Bug in activation
  • Fixed: Bug where zbs admin couldn’t see a few bits: Forms, Quote templates
  • Fixed: Bug where ZBS quote manager could not create new quote templates (and improved all roles to properly use create_posts)
  • Fixed: Bug in load order affecting customer portal
  • Fixed: PHP Notices on Invoice Single on customer portal
  • Fixed: Bug in transaction settings
  • Fixed: Bug in quote & inv list views which meant ID was not in-line with zbsid
  • Fixed: Bug in header menus causing edit/add to be duped
  • Fixed: Forced Autocomplete (Google Chrome) to disable for all applicable fields (was interferring with new ver. chrome)
  • Fixed: Bug in export contacts when status empty
  • Fixed: Bug in dash when contacts meta empty
  • Fixed: Bug which was causing WYSIWYG buttons to disappear for quote template editor and page/post editor
  • Fixed: Bug where assigning customers wasn’t working on Transactions
  • Fixed: Access issue where Zero BS Customer role could see WP Admin (now redirects to client portal or home if not using portal)
  • Fixed: Form shortcode output fix
  • Fixed: Proposal accepted email gen fix

  • Languages: Added French (fr_FR) Translation (human translated)

  • Languages: Added Slovenia (sl_SL) pre-translation (machine translated)
  • Languages: Added Turksih (tr_TR) pre-translation (machine translated)
  • Languages: Added Norwegian (nn_NO) pre-translation (machine translated)
  • Languages: Added Norwegian (nb_NO) pre-translation (machine translated)

2.28

  • Improved: Language now reads “Contact” instead of “Customer” in custom fields settings page
  • Fixed: Can now have up to 64 custom fields (if really need that many!)

2.27.1 13/01/17

  • Fixed: Hotfix for older PHP versions (<5.6)

2.27 12/01/17

  • Added: First name and Last name to contact list view
  • Fixed: Several API bugs (from API v2)

2.26.3 05/01/17

  • Fixed: Bug in Company Create API

2.26.2 05/01/17

  • API: Create Customer added “assign to”
  • API: List Customers, filtered by owner
  • API: List Customers, added additional options (per page, page, owned by)
  • API: Customer Search. Modified for search by email
  • API: Added ability to connect to Groove HQ (store your GROOVE API in GROOVE_API_TOKEN defined var)
  • API: Create Company (including assign to)
  • API: List Companies, filtered by owner
  • API: List Events (filterable by user)
  • API: Create / Update Event (start_date, end_date, crm_user, customerID, notes)
  • Added: B2B Mode label ‘Domain’ (Janos)
  • Added: Automatic Linkifying for text fields on Company and Contact records!
  • CRM Update #8 – Dec 17

2.26.1 27/12/17

  • Fixed: Bug in Client Portal Settings
  • Fixed: Bug in Client Portal re: Customer ID

2.26 04/12/17

  • Added: Ability to specify custom statuses for Companies (distinctly from Customers)

2.25 04/12/17

  • Fix for DAL companies retrieval
  • Typo fix for settings page

2.24 02/12/17

  • Fixed: Bug in task scheduler which forced assignment of an task event to a contact (not able to select none) (Thanks Gibby)
  • Fixed: Typos in company meta boxes
  • Improved: Made functions to allow extraMeta values for contact object
  • Improved: Several improvements to functions in DAL relating to ownership and complex data retrieval
  • Added: “In Country” selector to DAL get Companies function
  • Product Update #7 – November 2017

2.23 26/11/2017

  • Fixed: Bug in 2.22 which caused notice on some installs when adding new contact (Thanks Markus)
  • Fixed: Bug in JS which was not properly permifying log types
  • Added: (Optional) Automatic Logging of customer/contact status change
  • Added: Auto-logging of client portal creation log (against customer)
  • Added: Ability to add secondary role to client portal users
  • Added: Internal Automator access actions for Client Portal user creation
  • Added: Ability to select specific “status” types for users to get access (only) – all users who get status changes to other user types get accounts disabled πŸ™‚
  • Added: Dirty/Clean input logging πŸ™‚
  • Added: Automatic enable/disable of client portal access on status change
  • Improved: Refined code around client portal user creation
  • Improved: Moved automatic client portal creation into Internal Automator
  • Improved: Created Settings page SaSS
  • Updated: Font Awesome updated to 4.7.0

2.22 25/11/2017

  • Fixed: Bug in contact title rebuild routine, (Thanks Markus)
  • Fixed: Removed erroneous debug code

2.21 24/11/2017

  • Added: Log type “Feedback” to contact/customer
  • Added: Disable/Enable Customer Portal User
  • Added: Action hooks in preparation for Invoice Itemiser (requires invoicing pro)
  • Added: SMS button for “Send SMS” if mobile number is entered (requires twilio extension)
  • Added: Customer Edit scripts function added (for JS running on customer edit)
  • Added: Action to hook in additional scripts to customer edit page
  • Fixed: Bug in invoice builder which would show warning if status was draft
  • Fixed: Bug in Rewrite engine causing a notification
  • Fixed: “Add New” was breaking across line on Events and Quotes
  • Improved: Standardised AJAX responses via function
  • Improved: Invoice UI now auto-populates the email based on Customer select
  • Improved: Address to: Contact or Company now changes the email to: depending on which choice
  • New Extension: Twilio Extension available from this version of ZBS CRM Core onwards πŸ™‚

2.20 21/11/2017 – Core CRM Improvements & Mail Campaigns v2 prep

  • Added: Bulk Actions to list view model
  • Added: Customer bulk action: Delete
  • Added: Customer bulk action: Add Tag(s)
  • Added: Customer bulk action: Remove Tag(s)
  • Added: Social Accounts (optionally) logged against each contact
  • Added: Sanity check on bulk-delete
  • Added: Capacity to remove/keep orphaned elements under a customer (e.g. invoices etc.)
  • Added: Permissions model for Mail Manager
  • Added: Mail Delivery settings page
  • Added: SMTP Setup Wizard (Mail Delivery) pre-emptively for Mail Campaigns and generally better email integration
  • Added: Included php-encryption for (slightly) safer SMTP detail storage
  • Added: Test & Remove options for SMTP Delivery Methods
  • Added: Segments – basic segmentation tool for ZBS CRM (Custom list view, creator and DB)
  • Added: Several helper funcs to better prepare for DB2 + refine DAL
  • Added: Ownership model to task scheduler/events (and view “specific users” timetables if admin)
  • Fixed: Several address view bugs in Contacts & Companies to do with countries and show/hide second address
  • Fixed: Added several UI overrides for default WP styles (Improve UI settings pages, fix .card icons, add noborder segment)
  • Fixed: Typo in Client Portal dialog (Thanks Curt)
  • Fixed: Bug in feedback button for Contact list view
  • Fixed: Bug in list view tables when in compacted view
  • Fixed: Bug which would stop you being able to remove Company from contact
  • Improved: Moved Settings page CSS into it’s own SASS
  • Improved: Centralised some UI elements & their CSS
  • Improved: Migrated Customer/Contact list view into generic list view for reuse
  • Migrated: Write migration routine for 2.4, including new Segments tables
  • Updated SweetAlerts to v2.0 (7.4)
  • Improved: Made Tags hide in list view, if no customer tags (yet)
  • Improved: Performance tweaks for task scheduler
  • Improved: Footer thank you message space
  • Improved: Important CSS & JS now auto-clear-cache when new version installed
  • Updated SweetAlerts to v2.0
  • Mail Campaigns v2 prep

2.18 14/11/2017

  • Added: “Address to” option when in B2B mode for invoices (choose company or contact)
  • Adeed: Currency localisation formatting in list views
  • Added: Function in DAL to get assigned owner (different to post creator)
  • Added: Additional Functions to DAL for getting customer mobile (in preparation for Twilio extension)
  • Added: API can now process customer tags $customer[‘tags’] = array(‘tag1’, ‘tag2’);
  • Added: Product updates to this changelog πŸ™‚
  • Improved: Made forms always select a default style (Improved UI flow)
  • Improved: CSV Importer Lite now logs & gives details of duplicate entries (overwritten)
  • Improved: Upgraded to sweet alert 2 (in preparation for Automations and Mail Campaigns v2.0)
  • Improved: Added alignment for customer / company address on the invoice to PDF
  • Improved: Assign to Customer and Assign to Company for invoices now use type-ahead
  • Improved: Removed the open in a new window behaviour of view all customers from dash
  • Improved: Settings UI alignment polished
  • Improved: Settings tab added for Gravity Forms Extension to allow forms to post to seperate ZBS CRM install
  • Improved: Logs CSS changed from green to subtle grey (matching WP admin background)
  • Improved: Welcome Wizard links to new checkout and wording tweaks
  • Fixed: Bug which causes invoices to save as publish when they were auto draft
  • Fixed: Bug in Quotes which caused a fatal error when sending test emails
  • Fixed: Bug in Quotes which meant customer email was not being populated
  • Fixed: New transaction hook would cause an infinite loop if updateLog was called from the hook
  • Fixed: Hide Countries was not hiding countries from the list
  • Fixed: Second Address was still showing Country is “Hide Second Address” was ticked
  • Fixed: Bug which meant the welcome wizard fired at every activation
  • Fixed: License tab (temporarily removed) due to new account area
  • Fixed: Admin notice disabled asking to connect account
  • Fixed: Bug in logs that was allowing addition of locked type logs (programmatic options)
  • Extension: Gravity Forms now has settings to send forms to externally hosted ZBS CRM (using API)

Product Update List #6 (October 2017)

2.17 24/10/2017

  • Added: (Optional) Automatic Status Quick-filters

2.16.1~.6 18/10/2017

  • Fixed: Role / Permissions model now properly installs/resets as per updates
  • Fixed: Bug in client portal (dashboard link)

2.16 12/10/2017

  • Fixed: Bug causing company names to save as blank
  • Fixed: PDF invoice was showing ,,,, if no Address
  • Fixed: PDF invoice layout was skewed if P&P and Tax was shown
  • Fixed: Add/Edit Business Details link was not loading invoice settings tab
  • Fixed: Bug that was showing “Country” twice in Field Sorts
  • Fixed: Quote URL in email quote was not directing to the client portal
  • Fixed: Bug that was stopping transaction.new Internal Automator firing
  • Fixed: Client Portal invoice was showing the wrong INV# in payment reference
  • Fixed: Client Portal Invoice CSS improved for tall logos
  • Fixed: Client Portal PHP warnings and notices
  • Fixed: Assign to (throughout) now includes Zero BS Admin Roles
  • Improved: Ownership renamed to “Assignment” to better reflect the intention of a team CRM
  • Improved: Client Portal now has a settings tab
  • Improved: Client Portal Welcome email can be customised in settings
  • Improved: New Contacts added to your CRM can automatically be granted Portal Access
  • Improved: Quote Notification email can now be customised in settings
  • Improved: More prep for reseller integration
  • Added: Migration routine to correctly update all company names
  • Added: UI messages to highlight custom fields, field sorts
  • Added: zbs_new_transaction action hook (for automations preparation)
  • Added: Function to create portal access from contactID

2.15 07/10/2017

  • Fixed: Bug in “Address line 3” (which should be ) “City”
  • Integrations: Prepared Core for Reseller CRM Integration
  • Improved: Centralised admin page slugs more globally
  • Improved: Removed debug logs
  • Added Languages: Spanish, Aus, Brazilian Portugese

Product Update List #5 (September 2017)

2.14.2 26/09/2017

  • Fixed: Client Portal UI New Bug

2.14.1 26/09/2017

  • Fixed: Client Portal UI Bug
  • Added: Prep for Zero BS CRM Automations (Workflows)
  • Improved: Automatic Extension update awareness, usage, and notifications
  • Improved: Update notifications now dismissable

2.14 19/09/2017

  • Fixed: Hot fix for bug in customer filters which affected Mail Campaigns
  • Fixed: Bug in DAL breaking default statuses
  • Fixed: Missing CSV Importer (Lite) link for slimline menus
  • Fixed: Bug in Quote Acceptence (Client Portal)
  • Extension: Added Resume functionality to CSV Importer
  • Added: “Max Execution Time” to system status
  • Added: “Max Upload File Size” to system status
  • Added: “Max Post File Size” to system status
  • Added: “WordPress Max Upload File Size” to system status
  • Added: “Memory Limit” to system status
  • Improvement: “Company” assignment now a typeahead box, rather than a select (Performance Improvement)
  • Full translation completed: Zero BS CRM has been fully processed for WordPress style translations

2.13 07/09/2017

  • Added: System status check – upload directory for asset store
  • Added: Precursor to private file systems for CRM users – file hashing
  • Added: File Store management to Invoice & Quote uploads
  • Added: New translations for Portugese & Spanish
  • Improved: Extensions manager updated with latest extensions
  • Improved: Extension manager connect only for users with paid extensions
  • Improved: ZBS Customer uploads now get stored in managed directory
  • Improved: Slight refactor of existing file display code
  • Fixed: Bug in list views which caused visual glitch for ZBS Admin users
  • Fixed: Bug in Transactions user permissions (affecting ZBS User Groups)
  • Fixed: Typo bug in AdminPages.php
  • Fixed: CSV Importer feature integrated into Data tools screen (CSV Tagger)
  • Tweaked: Extensions manager styling & Help urls
  • Updated: Admin Global CSS

Product Update List #4 (August 2017)

2.12.1 24/08/2017

  • Added: Skype Calling (Click to call option)
  • Added: Up-to-date Spanish CRM Transalations
  • Added: Improved an improved Install Extensions helper
  • Fixed: API bug where default status wasn’t always auto-populating
  • Fixed: Bug in Events causing times to save down incorrectly
  • Improved: List view when customer has no name, now displays email (if present) as clickable edit link

2.12 18/08/2017

  • Added: CRM Dashboard now shows key metrics
  • Added: Funnels to track status distribution
  • Added: CRM Dashboard shows funnel visulisation
  • Added: CRM Dashboard shows revenue progress
  • Added: CRM Dashboard shows Recent Activity
  • Added: CRM Dashboard shows 10 Latest Contacts (Lead, Customer, etc)
  • Added: WooCommerce disable admin blocking for ZBS roles
  • Added: Improved anonymised feedback system
  • Fixed: Forward compatibility issues with PHP7.0 (Global variable variables) [Thanks to Trlogga for identifying]
  • Fixed: Allow translation of “Main Address” and other localised field labels
  • Fixed: Field naming not clear in API (Country was taking mixed (ISO country code & full country name)) (temporary fix)
  • Fixed: Zero BS CRM TinyMCE link suggestions in post content removed
  • Updated: Included Zip library to allow PHP7.0 support
  • Updated: Language library files to include latest labels
  • Improved: Made Customer List View sidebar Toggle
  • Improved: Made Customer List View table allow scrolling (temporary fix)
  • Improved: Slimline Menu items expanded for extensions
  • Improved: Invoice Export now includes Company Name (if present)
  • Improved: Settings UI improved to make settings page tidier

2.11.1 14/08/2017

  • Improved: Improved default column selection for new Customer List View
  • Fixed: Made Customer Name link to edit customer in new Customer List View
  • Fixed: Bug in company selection from Customer record in B2B
  • Fixed: Bug in company list view (in DAL)

2.11 11/08/2017

  • Added: Awesome new customer views (Customisable Columns, filters etc.)
  • Added: Semantic UI for custom views
  • Added: Per-user customer ownership/assignment (on/off via settings)
  • Added: Per-user company ownership/assignment (on/off via settings)
  • Added: Access restrictions based on ownership
  • Added: Helpers to DAL for ownership/assignment of elemenets (Customers, Companies etc.)
  • Added: Columns to Customer List View: Assigned to, Latest Log, Tagged, Edit Link, Has Invoices, Has Quotes, Phone Link
  • Added: Telephone PBX Clickable links to Customer Record (Mike Martin suggestion)
  • Added: Return key search
  • Added: Clear filters button to list view
  • Added: Pagination (including search filters maintained & now Quick Filters)
  • Fixed: Bug in External Sources metabox not properly hiding for CPTs
  • Fixed: Bug in new customer addition (php warning on all error installs)
  • Fixed: Bug in CRM from 2.10.3 (Custom fields not present)
  • Fixed: Bug in drag-drop Quick Filters to empty lists
  • Fixed: Bug in welcome wizard which was auto-enabling “Override for all WordPress users setting”
  • Fixed: Moved Quotations to Client Portal
  • Improved: Slight performance tweaks for getCustomers main DAL function, relating to quotes
  • Improved: List view filters now show in sentence format
  • Improved: Made filters maintain search setup when “deep”
  • Delayed: More Complex Quick Filters in future version

Product Update List #3 (July 2017)

2.10.7 25/07/2017

  • Fixed: Removed the Calendar Tab functionality
  • Fixed: Added “Events” to the ZBS Navigation Dashboard
  • Fixed: Made the ZBS Navigatin Dashboard Mobile Responsive
  • Fixed: Bug which was causing an error in certain situations
  • Fixed: PHP Notices squished

2.10.6 21/07/2017

  • Added: Beta Calendar functionality (CRM Scheduler)
  • Added: Internal Automator recipe for new event
  • Added: Auto-logging for new event
  • Added: Support for Give to ZBS CRM
  • Fixed: Warning bugs in Calendar, slimline menu etc.

2.10.5 12/07/2017

  • Fix for ver 2.10.4 minor bug

2.10.4 12/07/2017

  • Added: Support for ConvertKit CRM Sync
  • Added: From and To on PDF Invoices to show customer information
  • Added: do_action for new customer creation added (do_action(‘zbs_new_customer’))
  • Added: do_action prep for other objects
  • Added: BETA feature: Advanced Search (Activity/Customers)
  • Fixed: Bug in Invoice Tax calculation when discount was applied
  • Fixed: Contact Form 7 settings tab removed if extension active (no settings needed)
  • Fixed: Support links point to knowledgebase

Product Update List #2 (June 2017)

2.10.3 22/06/2017

  • Added: Show/Hide option for customer ID (beginnings of improving customer fields + UI)
  • Added: Show/Hide option for all non-essential customer & company fields
  • Added: Company ID show/hide option
  • Fixed: Bug in notes stopping new note saves
  • Fixed: ZBS Head link redirect
  • Fixed: CSS Bleeding on users page
  • Fixed: Invoice Add button hidden on some pages for specific user groups
  • Improved: Client Portal UI improvements – tabs don’t look so ugly!

2.10.2 10/06/2017

  • Fixed: Bug in PHP Short-tags issue in Admin Pages

2.10.1 10/06/2017

  • Fixed: Bug in activation for some hosts (Thanks for reporting Jeff & Christian)

2.10.0 07/06/2017

  • Added: Pre-cursor for API “add log”
  • Added: Ability to specify “default status” for new (uncategorised) customer additions
  • Fixed: Link to invoice settings in invoice builder
  • Fixed: Reference to invoices in label on custom fields settings
  • Fixed: Permalink flush now fired on quote builder install
  • Fixed: Fixed bug causing warning on Quotes manager page
  • Fixed: Bug in Invoice number incrementing
  • Fixed: Bug in “Override WordPress Users” affecting client portal & API
  • Fixed: Bug in “Disable Front End” affecting client portal & API
  • Improved: Labels relating to disabling front end & effects on portal etc.
  • Improved: Updated Extensions page to reflect new extensions (WorldPay Sync, Stripe Sync, Google Contacts Sync, Groove Sync, Contact Form 7 Sync)
  • Improved: Added log date setting

Product Update List #1 (May 2017)

2.0.7 31/05/2017

  • Added: Action hook zbs_new_customer for when a new customer is added in the admin panel
  • Fixed: hash_equals warning message removed
  • Fixed: Changing email doesn’t lose the link to the WordPress user ID in the Client Portal
  • Fixed: Login link in Customer Portal
  • Fixed: Sync tools will now correctly show up when menu in ‘slimline’ mode
  • Fixed: styles issue when working with Mail Campaigns
  • Improved: Send Test Invoice now displayed below the invoice
  • Improved: Alerts on Invoice page now use the Sweet Alert modal
  • Added: Pre-requisites for StripeSync
  • Updated readme file to include up to date blog features and customer reviews

2.0.6 24/05/2017

  • Added: Prerequisites for WorldPay Integration (WorldPay Sync)
  • Added: Improved support for localisation (added US to begin)
  • Added: Locale check to System Status
  • Fixed: Bug in PDF Invoicing which would show PDF engine installed when it wasn’t
  • Fixed: Client Portal Quote Title
  • Fixed: Client Portal Quote links
  • Improved: Improved explanation for WP Override mode and re-arranged options page so as is easier to see
  • Recent CRM Updates

2.0.5 16/05/2017

  • Urgent fix: Post title error fix (bug in 2.0.4)

2.0.4 12/05/2017

  • Added: Quotes, Transactions and Details page to the Client Portal
  • Fixed: Bug in quote builder not allowing you to use blank template
  • Fixed: Removal of special characters in Quote hashes
  • Fixed: Invoice ID was outputting when invoicing pro recurring invoices was disabled
  • Fixed: Bug where Select a Company was blank
  • Fixed: Bug which was showing date added as 1/1/1970 on Customer Search
  • Fixed: Date formatting for Customer Lists, Contact Lists, Quote Lists
  • Fixed: Date format now applying for Transactions List
  • Fixed: Quote and Invoice Offsets now applying to ‘Add New’
  • Fixed: Bug causing the Quote ID to increment on ‘Save’ and ‘Update’
  • Fixed: Quotes now only accessable through the Client Portal
  • Fixed: Bug where email subscriptions from welcome wizard were not always automatically applied
  • Improved: Upped default log paging to 100 per load
  • Improved: Attachments meta box now lower priority on the invoices page

2.0.3 05/05/2017

  • Re-ordered Zero BS CRM Menu for ease of use
  • Combined two welcome/home pages into one more-useful page
  • Fixed: Bug in Welcome Wizard (Subscriptions)
  • Improved: Welcome Wizard improvements generally

2.0.2 29/04/2017

  • Added: Compatibility for Invoicing Pro: Recurring billing via Stripe/PayPal
  • Added: Readme updated with several CRM reviews

2.0.1 (Security Fixes) 18/04/2017

  • Added: PHP Version shown on System Status page
  • Fixed: Security vulnerabilities (Thank you Timothy Jacobs of ironbounddesigns.com)
  • Improved: Menu item “Extensions” was redirecting to the CRM Extensions Store when it should have pointed to the internal extension manager

[MAJOR] 2.0 BIG LAUNCH 07/04/2017

  • Added: Zero BS CRM API!
  • Improved: Welcome Wizard – added Entrepreneurs bundle option
  • Improved: Sured up API security
  • Improved: API Endpoint exposed & API Secret generation added
  • Fixed: Readme file
  • Fixed: API DB Inclusion
  • Tweak: Invoices displayed – now shows 100 by default
  • CRM Wide Improvements & Performance tweaks
  • View V2.0 Launch Notice + LIMITED LAUNCH OFFER

1.5 (v2.0 Pre-release) 16/03/2017

  • Added: Customer Portal (Let Customers sign in, view invoices, and pay for them with Invoicing PRO)
  • Added: FREE CSV Importer (Lite Version of CSV Importer Extension)
  • Added: Date and Time format support (uses WordPress settings)
  • Added: Integrated throughout (Date and Time format’s properly)
  • Added: Proper translation prep, throughout
  • Added: Initial translations: English (UK), English (US)
  • Added: WHLang Lib support (all useful labels overridable from ZBS CRM admin settings)
  • Added: Integration prep for Invoicing PRO (PayPal Payments)
  • Added: Improved Invoice Builder (Adding Invoicing PRO)
  • Added: Customer ID’s exposed on customer record
  • Added: Customisable Prefix and Status options for Customers/Contacts etc. (via Custom Fields tab of settings) – prep for a more simple UI post v1.4
  • Added: Better initial Prefix & Status options
  • Added: “Add invoice” (or quote or transaction) from customer record page
  • Fixed: Bug in main core lang integration
  • Fixed: Bug in wh lang lib
  • Fixed: Bug where “Data Tools” wasn’t showing on slimline menu
  • Fixed: Bug where “Quotes” were showing up on slimline menu, even if disabled
  • Fixed: Bug where “Invoices” were showing up on slimline menu, even if disabled
  • Fixed: Bug where “Invoices” and “Quotes” were showing up on ZBS Dash, even if disabled
  • Fixed: Bug where archived transaction dates were not saving down properly
  • Fixed: Bug in internal automator workflow for new quotes, invoices, transactions that was causing duplicate logs
  • Fixed: Bug in internal automator causing derails on some post edits
  • Fixed: Bug in client portal where styling wasn’t looking great on some public themes
  • Fixed: Typo on settings page
  • Improved: Asked all browsers to kindly NOT autofill customer record details (and same for quotes, invoices, transactions, forms, and logs)
  • Improved: Moved Customer Metabox properly into translation functions (Quotes, Invoices, Transactions)
  • Improved: Hid Quotes/Invoices on Customer record when these modules disabled
  • Improved: Welcome Wizard improvements (ease of use)
  • Improved: Email Notification templating (in prep for Invoicing Pro notification emails)
  • Improved: CSV Importer PRO: Can now import & create company records from CSV
  • Improved: CSV Importer PRO: Example files now included
  • Improved: DAL for Contact/Company links (B2B)
  • Improved: PayPal Sync (Settings page rewrite)
  • NEW TRANSLATION: Spanish! You can now manage your customers etc. in Spanish (Thank you @HenryGR!)
  • Read more on 1.5 update here

1.2.6 24/01/2017

  • Added: Support for Gravity Forms Integration
  • Improved: Extensions manager now properly shows installed pro extensions and help docs
  • Fixed: Slimline menu now displays forms
  • Read more on CRM update here

1.2.5 19/01/2017

  • Added: Ability to enable/disable Quotes/Quote Builder
  • Added: Ability to enable/disable Invoices/Invoice Builder
  • Added: Ability to choose simple Quote Logger (instead of proposal writing via Quote Builder)
  • Added: Quote Templates
  • Added: Quote Template: ZBS Default Template: Web Design Example
  • Added: Quote Builder Flow
  • Added: Quote Template Writer: Insert tool for placeholders
  • Added: Quote/Proposal Front-end
  • Added: Email Quote/Proposal to client
  • Added: Online accepting for Quotes/Proposals (sign with email)
  • Added: Notification email for quote author when accepted
  • Improved: Styles for Extensions Page
  • Improved: Variable names in Quotes metabox file
  • Improved: Building of Quote Templates
  • Fixed: All ZBS custom post types are now secured from being shown in FE (Thanks for feedback)
  • Fixed: Bug in quotation customer associations
  • Fixed: Outdated config bloat
  • Fixed: lettering issue on some servers (uppercase/lowercase include file names)
  • Fixed: Bug in style enqueing
  • Fixed: Bug causing Welcome Wizard to not display
  • Read about this major CRM update here

1.2.4 29/12/2016

  • Fixed: Bug in Invoicing status
  • Fixed: Front-end exposure of customer titles

1.2.3 15/12/2016

  • Added: Default invoice logo in settings
  • Added: Invoice Status drop down select UI
  • Added: Overdue styling for invoice admin
  • Added: Sweet Alert for displaying JS alert messages
  • Added: CRON integration for clearing auto-drafts
  • Added: Auto-clearance of ZBS CRM type auto-drafts
  • Added: Auto-clearance check to system status page
  • Added: Migration for ~v1.2.3 to v1.2.3 (zbsid proper rollout)
  • Added: Migration logs to System Status Page
  • Improved: CSS for invoices now they are 2 column
  • Improved: “Make Invoice from Quote” now pre-fills send-to email
  • Hardened: Invoice Numbers and Quote Numbers now explicit throughout
  • Bugfix which doubled the invoice total if tax was turned off
  • Bugfix which meant draft invoices were not shown under the ‘Manage Invoices’ page
  • Fixed: Bug in invoices showing warning
  • Fixed: Bug in export which now properly outputs invoice id’s
  • Fixed: Bug in export which now properly outputs quote id’s
  • Read about this major CRM update here

1.2.2 06/12/2016

  • Small bugfix for invoice creation

1.2.1 15/11/2016

  • Small bugfix rolling over from 1.2 large update

1.2 15/11/2016

  • Added: New Menu Layout Options (1=Full, 2=Slimline, 3=CRM Only)
  • Added: New CRM Dashboard
  • Added: Country Code Support
  • Added: Customer/Contact Search BETA
  • Added: Filtered exports from the new Customer Search
  • Added: Filter customers by Tag (in Customer Search)
  • Added: Autologging of new transactions (optionally) against customer
  • Added: Transaction Tagging
  • Added: Links to import and ‘add new’ customer to the Customer Search
  • Improved: Moved import and export menu items under data tools
  • Improved: Fully refactored all Zero BS CRM Code
  • Improved: Security of core code
  • Improved: Added Transaction Integration Functions (JVZoo Support Imminent)
  • Improved: Made Transaction a hard typed object
  • Improved: Invoicing now has post-delete (and pre-cursors to custom actions)
  • Improved: Invoice Building is now responsive
  • Improved: Removed unnecessary menu bar items for Customers, Quotes, Invoices, Transactions, Forms and Mail Campaigns
  • Fixed: Bug in transactions editor with dates
  • Fixed: Bug in transactions editor with customer names
  • Fixed: Bug in transations menu
  • Fixed: Invoicing custom fields removed
  • Fixed: Bug in invoices which hid the partial payments
  • Fixed: Bug in invoices which was causing invoices not to be marked as unpaid
  • Fixed: Bug in invoices which was displaying editable custom fields in preview
  • Fixed: Bug in invoices which was adding on tax when the tax option was unchecked
  • Fixed: Bug in invoices which was deducting a discount when the discount option was unchecked
  • Fixed: Front-end access of customers etc. now redirects to root (rather than a blank page, depending on mode)
  • Extension update: Sales Dashboard now has improved checks against core
  • Read about this major CRM update here

1.1.19 25/10/2016

  • Added: Sortable field orders (re-arrange your customer/company etc. edit pages!)
  • Added: BETA* Basic templating for addresses (via custom fields)
  • Added: System Status page (pre-cursor to better support and future features)
  • Added: Pre-cursors for global address formatting
  • Added: First fix of Transaction list view
  • Added: Company Logs
  • Added: Company External Sources
  • Added: Internal Automator Auto-logging (optional) for new companies
  • Added: Migration routines between versions (first being Company names in 1.1.19)
  • Added: Integration functions for creating Companies
  • Added: Native support for Country in addresses (optional)
  • Added: Countries support to custom field sorts
  • Fixed: Bug in Mail Campaigns with Select by Tag
  • Fixed: PDF Invoices Installer for those on hosts which have hard-disabled ZipArchive (Zlib)
  • Fixed: Bug where new front-end form submissions were not defaulting to “Lead” status
  • Fixed: Bug in transaction edit page
  • Fixed: Bug in customer total values
  • Fixed: Bug in WooSync where State was not copying over
  • Fixed: Bug in Welcome Wizard which showed wrong extensions information
  • Improved: Hid selective PDF Invoicing features for non-users, made it easy to install via 1 click button
  • Improved: Added optimisation to stylesheet loading (performance tweak)
  • Improved: Refactored SCSS and Stylesheets throughout (performance tweak)
  • Improved: Centralised Note/Log Types
  • Improved: Refactored javascript/asset references for performance, minified all js resources
  • Extension Update: WooCommerce Sync now supports companies!
  • Read about our CRM update 1.1.19

1.1.18 11/10/2016

  • Added: PDF Invoicing!
  • Added: Extensions Hub
  • Added: Invoice – Transaction allocations (Part Payments!)
  • Added: Typeahead customer search
  • Added: Typeahead customer listings to quote editing
  • Added: Transactions now editable via admin menu (manual add)
  • Added: logging of form source, (e.g. “New Lead created from submitted form ‘A’ on page ‘B'”)
  • Added: logging of forms post creation, (e.g.”User filled out form ‘A’ on an external embedded form”)
  • Added: Custom “moved to trash” pages for customers, quotes, invoices and transactions
  • Added: default customer status for imports, lead form completions etc. of “Lead”
  • Added: “Form Filled” type note
  • Added: View customer image in new tab function (& restyled)
  • Added: Bloodhound.js – the start of integrated search
  • Added: several more wrapper functions for getting customer data sets
  • Added: JVZoo external customer type
  • Added: Enable/Disable Powered by link on front end forms
  • Added: Typeahead customer search to transactions
  • Added: Precursors for internal autormator to fire on transaction changes
  • Improved: Forms can now be enabled/disabled (via Extensions Hub)
  • Improved: Custom Fields can now be enabled/disabled (via Extensions Hub)
  • Improved: PDF Invoicing is an optional extra (via Extensions Hub) – keeps ZBS lean for everyone else
  • Improved: PDF invoices restyled first fix
  • Improved: Notes are no longer used for storing customer lead form data, this now gets added as a log
  • Improved: Notes created by ZBS CRM system are not editable
  • Improved: Logs metabox is now responsive, (looks cleaner in right hand bar on customer edit)
  • Improved: Internal Automator (prep for sophisticated workflow creation)
  • Improved: Rearranged ZBS Menu to better highlight extensions
  • Improved: Non-essential extensions, (like PDF invoicing), are now installed via 1-click extension hub
  • Improved: PDF Invoicing cleans up after itself
  • Improved: Removed Post Titles from Transactions
  • Fixed: Logs now display proper timezone-based creation times, taking into account WordPress timezones
  • Fixed: Worked through all WH Later Refinement points & fixed/delayed
  • Fixed: Edit transactions fixed
  • Fixed: PHP Version warning reinstated
  • Fixed: bug where % and $ would not store (invoicing)
  • Fixed: bug where business information would display on one line (invoicing)
  • Fixed: styling bug in all transactions screen
  • Fixed: bug where total customer value would include allocated transactions as well as invoice
  • Fixed: bug with PDF Invoicing settings page
  • Removed: Customer Image repetition (showed up twice on page)
  • Read about our big crm update 1.1.18

1.1.17 – 13/09/2016

  • Added: Customer Lead Forms
  • Added: reCaptcha to Lead Forms
  • Added: 3 x Form variants (simple, naked and content forms)
  • Added: Embed Forms
  • Added: Data tools: Bulk Delete (Delete customers from different sources, in bulk)
  • Added: Export Tools: Export your customers, invoices, quotes, and transactions
  • Updated: CSV Extension plugin (v1.1)
  • Read about our CRM Forms 1.1.17

1.1.16 – 30/08/2016

  • Added: Itemised Invoice Creator (Create + Send Invoices!)
  • Added: First Fix Internal Automator
  • Added: Automatic Logging of: New Customer
  • Added: Automatic Logging of: New Company
  • Added: Automatic Logging of: New Quote
  • Added: Automatic Logging of: New Invoice
  • Improved: Security: Added proper nonce’s throughout
  • Fixed: Bug in Invoice list which showed invoice numbers incorrectly
  • Fixed: Bug in Customer Editor which showed invoice numbers incorrectly
  • Read about CRM update 1.1.16

1.1.15 – 25/08/2016

  • Improved: Activity Logs: Corrected Label to show active count

1.1.14 – 16/08/2016

  • Added: Welcome Wizard

1.1.13 – 09/08/2016

  • Added: Logging/Notes: Delete a note (ajax)
  • Improved: Logging styles

1.1.12 – 02/08/2016

  • Added: Logging (Log calls, emails, quotes, invoices, purchases against customers)
  • Added: Logging Icons
  • Added: Logging of tweets & facebook posts
  • Added: Custom Footer Text & option to enable/disable it from Zero BS CRM Settings
  • Added: Review ZBS CRM to footer of ZBS pages
  • Tidied up: Companies metabox code
  • Read about update 1.1.12

1.1.10 – 19/07/2016

  • Added: Custom Fields for Companies/Organisations
  • Added: View Customers/Contacts by Company/Organisation
  • Added: View Contacts from Company page (Contact Cards)
  • Added: Optional “B2B” Mode (Allows grouping of customers as contacts, against a company)
  • Added: Before you go
  • Improved: Company updated msgs
  • Optimised: Settings page
  • Removed some legacy v1.0 includes code
  • Fixed: Plural customers, contacts, companies, organisations
  • Fixed bug: In settings initialisation
  • Fixed bug: In require metabox include
  • Fixed bug: Manage Quotes, Invoices would show “,” where customer address empty
  • Fixed bug: Icon dimensions
  • Read about update 1.1.10

1.1.7

  • Optimised Second Address form for wide screens
  • Added “Second Address” against customers (Optional)
  • Added “Create Invoice from Quote” feature
  • Wired in new quote/invoice options
  • Added “Quote no# Offset” setting
  • Added “Invoice no# Offset” setting
  • Added “Allow Invoice No Override” setting
  • Added Extensions Page to Plugin
  • Added Data Tools page
  • Improved WordPress .org Description
  • Read about update

1.1.6

  • Improved WordPress .org Description
  • Fixed a bug with customer entry

1.0