WordPress Portal Changelog

Table of contents

    2022.08.26 [v 1.7.0]

    • New – Task list archive function added.
    • New – Create a milestone when adding a new task.
    • New – Expenses by category report added.
    • New – Send estimate as PDF attached to the notification email.
    • Update – Project manager cannot add admin users.
    • Fix – Staff list view doesn’t show up (bug fixed).
    • Fix – Client signup page error for default style 1 (bug fixed)
    • Fix – Staff member doesn’t receive invitation email (bug fixed)

    2021.11.01 [v 1.6.0]

    • New – WooCommerce Checkout integration (Extension).
    • Update – Project Manager cannot delete staff users.
    • Update – Project Manager cannot add or edit admin users.
    • Update – Control sending PDF invoices to clients in email notification.
    • Update – Client must have at least 1 user added to the portal.

    2021.07.16 [v 1.5.0]

    • New – Create Zoom meeting in the dashboard (Extension).
    • New – Time records tab added to project dashboard.
    • New – Meetings tab added to project dashboard.
    • New – Stripe webhook endpoint to generate recurring invoices automatically.
    • New – Share project wikis with users (read – edit – admin).
    • Update – Project task board titles can be changed.
    • Update – Translation available for all screens.

    2021.04.02 [v 1.4.0]

    • New – Translation to other languages is available (beta).
    • New – Send email notification to the user when a task is assigned.
    • New – Send email notification when a comment is posted on task.
    • Fix – Contact title field is now optional.
    • Update – Invoice due date added to invoice fields.

    2021.01.14 [v 1.3.3]

    • Fix – Client signup failure on signup forms.
    • Update – New client signup notification added.

    2021.01.13 [v 1.3.1]

    • New – WordPress default mailer allowed to send emails.
    • New – Email signature added to all email templates.
    • New – Debug mode switch added to WP admin page.
    • Update – PDF invoice attached to the email notification.
    • Update – Translation (beta) is available for on-screen items.
    • Fix – Conversation 403 error for projects shared with all admins.
    • Fix – Client default dashboard redirected to projects when the financial section is disabled.

    2021.01.06 [v 1.3.0]

    • New – Project Wikis.
    • New – Allow admin to edit email template contents.
    • New – User listing added to the admin dashboard.
    • Edit – WordPress admins can create Portal admin user.
    • Edit – Project description card added to the project overview tab.
    • Fix – Client signup error on some servers.

    2020.12.19 [v 1.2.0]

    • New – Portal URL change.
    • New – Different layouts for login and sign up pages.
    • New – Allow clients to signup directly in-app.
    • New – Clients sign up form shortcode.
    • New – Connect Google Calendar to your portal.
    • New – Enable\disable portal different sections.
    • New – Add custom CSS to control your portal look and feel.
    • New – Generate PDF for invoices.
    • Update – Plugin update after v1.2 does not require flushing SMTP or business options.
    • Edit – VAT & TAX type and reg. fields added to business options.
    • Edit – Allow admin to disable the portal session handler.
    • Fix – Repeated events on calendars.
    • Fix – Phone number fields international format.

    2020.10.28 [v 1.1.1]

    • New – Allow manual timesheet entries.
    • New – Create recurring invoices for offline payments.