## New Features - **Workflow access from work orders:** You can now open the workflow of a linked opportunity directly from a work order, whether you are viewing it in the schedule, the customer page, or search results. The workflow button is displayed only when a linked opportunity and the appropriate permission are available. - **"Off-path" filter in the workflow calendar:** A new "Off-path" chip has been added to the workflow calendar filter, allowing you to view opportunities that are not attached to any path. This filter can be combined with existing path filters, and the "All" option now includes off-path opportunities as well. ## Improvements - **Improved search drawer behavior:** The search drawer now triggers only one request per input, with a 500 ms delay that resets on each keystroke. Searches with fewer than 3 characters are no longer sent, making the experience faster and more reliable. - **History/results toggle in search drawer:** Switching between search history and results now also works correctly when text is pasted all at once into the search field. - **Consistent avatar display in search results:** Customer and company avatars in SuperSearch results are now displayed with the same size and style as on the customer card, ensuring a uniform look throughout the application. - **Work order status translated in search results:** Work order statuses are now properly translated in search results, making them easier to understand at a glance. - **Workflow calendar filter styled consistently:** The filter buttons in the workflow calendar now match the style of the schedule calendar for a more cohesive interface. - **Workflow tab improvements:** The work order field in the workflow tab now displays the work order label as shown on the web, and shows an empty value instead of "-1" when no work order is linked. If no label is available, the work order ID is shown as a fallback. - **View selector translated in schedule and workflow calendars:** The view selector in both the schedule and workflow calendars is now fully translated and displays the current view, consistent with the behavior of the task calendar. - **Location icon updated:** The location icon on schedule work order cards, detail sheets, and workflow cards now uses a pin icon for better visual clarity. - **Read-only fields rendered more clearly:** Read-only form fields without an action are now displayed in a visually distinct style, while still allowing text to be selected and copied. ## Fixes - **Search drawer closed mid-load no longer causes silent errors:** Error messages in the search drawer are now silenced as soon as the drawer begins closing, preventing unexpected error states from appearing after the drawer has been dismissed. - **No duplicate requests when typing in the search drawer:** A previous issue that could trigger multiple simultaneous requests for a single search input has been resolved, improving performance and consistency. - **Navigation history request properly cancelled on close:** When the search drawer is closed while the navigation history is loading, the request is now correctly cancelled, preventing errors from occurring in the background.

## New Features - **Quotation price list:** A dedicated price list view is now available within the quotation screen, with one block per opportunity and per trade-in, making it easier to review and compare all pricing elements at a glance. - **Editable discount and selling price in the quotation:** Sales staff can now enter the selling price and discount directly in the price list; the discount is automatically calculated from the difference with the subtotal, consistent with the web experience. - **Quick navigation to detail sheets from the price list:** Block titles in the price and appraisal sections are now tappable, allowing users to jump directly to the relevant opportunity or trade-in sheet and come back with an up-to-date quotation. - **Appraisal blocks in the price list:** Branch, trade-in value, net price, estimated repair cost, and a direct link to the appraisal sheet are now displayed within the quotation price list. - **Selling price displayed on the opportunity card:** The selling price is now visible directly on the quotation section of the opportunity page, with a "Price details" link providing quick access to the full price list. ## Fixes - **Zero amounts now display correctly in monetary fields:** A monetary field containing a zero value no longer appears blank — it is correctly shown as zero throughout the application. - **Saving an opportunity in quotation mode:** Fixed an issue where saving an opportunity from the legacy page while in quotation mode was rejected by the server; status and category fields are now correctly excluded from the request when in quotation context. - **Calendar delivery card badges:** Badge backgrounds on delivery cards are now always white, ensuring that text and icons remain legible in both light and dark modes. - **Prevented a crash when the monetary field loses context:** Fixed a rare issue where closing the keyboard while navigating away from the screen could cause an error due to the field attempting to access a context that was no longer active. - **Division by zero no longer causes a display error:** A missing safeguard in the opportunity price section could cause a "NaN" value to appear on screen; this has been corrected. ## Improvements - **Consistent data entry behaviour across the price list:** The save button has been removed from the price list; cash payment and deposit amounts are now sent automatically when the field loses focus, matching the behaviour of the discount and selling price fields. - **Prices sourced from the backend:** Subtotals, net prices, fees, pre-tax totals, and discount percentages are now read directly from the server when available, with a local fallback ensuring compatibility with older backend versions. - **Freight and preparation charges read from compiled data:** Transport and preparation fees are now retrieved from the same data source as the rest of the opportunity price section, ensuring consistency. - **Fees and taxes consolidated into a single line:** Fees and duties are now grouped for a cleaner presentation, and unchecked taxes are displayed as struck-through zeros; tax ordering follows the sequence defined by the backend. - **Keyboard and focus handling improved in the price list:** Tapping outside a field or dismissing the keyboard now correctly exits the active field, preventing the cursor from remaining stuck without a confirmation button. - **Quotation refreshed automatically after navigation:** When returning from a detail sheet or the price list, the quotation data is reloaded to ensure the delivery balance and all amounts remain up to date.

## New Features - The Calendar now includes a dedicated **Deliveries tab** that displays upcoming deliveries sourced directly from opportunities with a scheduled date, giving your team a clearer and more accurate view of what's due each day. - Filters and display preferences in the Calendar are now saved **separately for each view** (Tasks and Deliveries), so adjusting one tab no longer affects the other — your settings stay exactly where you left them. - The Deliveries tab is automatically hidden when the delivery calendar feature is not enabled for your account, keeping the interface clean and relevant; delivery-related tasks continue to appear in the standard Tasks tab in that case. ## Improvements - **Click-to-call is now simpler and more reliable:** When initiating a call, the system automatically determines the right phone extension and selects the appropriate telephony provider (FreePBX or Webex) based on your server configuration — no manual input required on your end. - **Clearer call feedback messages:** If a call cannot be connected for any reason, you will now see a clear, accurate message returned directly from the server, making it easier to understand what went wrong and take action. - **Streamlined call experience:** The extension entry screen and related configuration steps have been removed, reducing friction and letting you place calls faster with fewer steps. ## Fixes - Fixed an issue where a loading error in the Deliveries tab could incorrectly display an error message intended for the Tasks tab, making it clearer which area encountered a problem. - The Deliveries tab now gracefully handles situations where the server does not yet support delivery data, displaying a dedicated informational message instead of an unexpected error — and avoiding repeated unnecessary requests once the limitation is detected.

New Features The task calendar filter panel now supports separate "Mine / All" scopes for Tasks and Deliveries independently, giving each team member more precise control over what they see without affecting other views. A new tab-based filter layout displays the scope of each view directly on its tab, making it immediately clear whether you are viewing your own items or all team items at a glance. Fixes Fixed an issue where a user belonging to multiple department groups would appear twice in the calendar's user filter list, ensuring each team member is listed only once. Fixed a bug where selected values in the branch, group, and user filter dropdowns were lost after applying changes, so your filter selections are now correctly preserved. The assignment scope filter is now properly grayed out when no view is set to "All," preventing any confusion about which filters are active. Disabled multi-select dropdown fields now correctly block the selection menu from opening, so locked filters can no longer be accidentally changed. Improvements The task calendar now loads only the day counts for the full month upfront and fetches the detailed task list only for the day you open, significantly reducing loading time and memory usage. If the optimized day-count loading is unavailable, the calendar automatically falls back to full-month loading without any disruption to your workflow. Counter badges on calendar days now use a flexible minimum width instead of a fixed one, and the font size reduces automatically for numbers above 99, preventing text from wrapping or overflowing. The calendar checks only once per visit whether the optimized loading feature is supported, eliminating repeated unnecessary network requests and improving overall responsiveness.

Bottom sheets and drawers now display correctly above the system navigation bar on edge-to-edge screens, ensuring that action buttons and drag handles are always fully visible and accessible without being hidden behind device controls.

New Features - Dual Calendar Views for Tasks and Deliveries: The calendar now offers two dedicated tabs — one for tasks and one for deliveries — making it easier to manage your schedule without mixing different types of events. - Smart Calendar Loading: The calendar now loads events based on the visible time window, improving performance and ensuring you always see up-to-date information without unnecessary data fetching. - Advanced Calendar Filtering: A new filter panel lets you narrow down calendar events by branch, group, user, status, and category. Filters are shared across both tabs and remembered between sessions, so your preferences are always preserved. - "My Events" Quick Filter: A dedicated pill button lets you instantly toggle between your own events and the full team calendar, giving you a focused view at a glance. Fixes - Closed Task Fields Now Properly Read-Only on Mobile: Fields such as owner, assignees, date, duration, description, client, opportunity, vehicle, and file attachments are now correctly locked when viewing a closed task, consistent with the behavior already in place on the web. - Delivery Task Fields Locked as Expected: When viewing an open delivery, the category, owner, assignees, and date fields are now appropriately restricted, matching the rules applied on the web platform. - Appointment Closing Date Picker Now Responds Correctly: Tapping the closing date field on a mobile appointment now reliably opens the date picker, resolving an issue where the tap had no visible effect due to an out-of-range date being silently ignored. - Task Page Refreshes Correctly After Closing an Appointment: The task detail page now properly reloads after an appointment is closed on mobile, ensuring you always see the latest status rather than stale information. - No Unnecessary Loading on Cancelled Actions: Cancelling the appointment closing dialog no longer triggers a data reload, avoiding a confusing loading state when no change was made. Improvements - Version-Based Feature Gating on Mobile: The mobile app now stores the backend version and uses it to determine which features are available, ensuring a consistent and reliable experience as the platform evolves. - Calendar Filter Stability: Fixed an issue where certain filter selections — such as user groups and categories — were lost when toggling the "My Events" pill, ensuring your filters remain intact as you interact with the calendar. - Stale Data No Longer Overwrites the Calendar Cache: Resolved a race condition where an outdated server response could repopulate the calendar cache after filters were changed, preventing incorrect events from appearing.

Update for click to call

New Features When changing an opportunity's category or status, the system now applies the same save logic used on the web platform, automatically updating the related quote when needed — keeping your data consistent across all channels. A new informational prompt now guides users who may be unfamiliar with how a status or category change can affect linked records, with direct shortcuts to the communication page and client page for quick access. Improvements The save button on opportunity screens now displays a clear blue background with a white icon and spinner, making it easier to identify and confirm save actions at a glance. In the Director Pool view, the task assignment dialog now correctly reads "Take this task" on the Tasks tab instead of "Take this lead," providing more accurate context for the action being performed. The 30/60/90-day dropdown filter and its "(Last N days)" label are now automatically hidden when the connected backend does not support the days parameter, preventing confusion from unsupported options appearing in the interface. Fixes Fixed an issue in the Director Sold List where the app would fail to load sales data on older backend versions; it now gracefully falls back to a compatible endpoint so the list always displays correctly. Legacy History cards in the Director view no longer show the "Reactivate" action button when it is not supported by the connected backend. In the Director Pool, the Opportunities tab now falls back to a compatible filter mode on older backends, and the Tasks tab correctly shows an empty state instead of crashing when data is unavailable. Resolved several cases where network errors were incorrectly silenced, ensuring that connection issues are now properly handled throughout the Director Pool screens. The "Not Contacted" and "Attempt" tiles are now hidden when the required data key is missing from the emergency response, preventing blank or broken tiles from appearing on the dashboard. The "No Email" contact filter now correctly passes its value as a route argument in legacy mode, ensuring the filtered list loads as expected.

New Features: Super Search on Mobile: A powerful search experience is now available on mobile devices, making it faster and easier to find what you need on the go. This feature is activated based on your server configuration. Director – Sales List Revamped: The sales list in the Director view now uses an updated data source, displaying one card per opportunity with full pagination support — consistent with the web experience. The "Cancel Sale" action has been renamed to "Reactivate" and is now restricted to users with the appropriate admin permission, ensuring better control over sale status changes. Director – Period Filter for Operational Alerts: A new dropdown filter (30, 60, or 90 days, or no limit) is now available in the Operational Alerts section. Your selection is saved automatically between sessions, and the active period is displayed as a reminder on detail pages for better context. Fixes: Mobile Appointment Closing Fixed: An issue preventing appointments from being properly closed on mobile has been resolved. The closure screen now behaves reliably without unexpected reloads, and the mandatory note requirement has been removed to align with the web application's behavior. Improvements: Scroll Stability and Performance: Scroll behavior has been improved with better placeholder handling and a capped image cache size, preventing potential memory issues and ensuring a smoother browsing experience throughout the app.

New Features The Director dashboard now includes dedicated "Not Contacted" and "Attempt" pages, giving managers a clear view of active web leads that have not yet been reached or where a contact attempt was made (excluding chatbot interactions), making it easier to prioritize follow-up actions. The Urgencies section has been redesigned with a cleaner layout: indicators are now displayed as full-width stacked buttons grouped under clear subtitles (Opportunity / Customer), replacing the previous cluster of circles for improved readability at a glance. An explanatory message has been added at the top of Urgency pages to help users quickly understand what each section represents. Improvements The embedded communication panel now resizes automatically based on its content, ensuring a smoother and more consistent experience without unwanted scrollbars or layout jumps. Height is remembered between interactions to avoid visual jumps, and outbound messages are now visually distinguished with a blue bubble for clearer conversation tracking. A labeling correction has been applied in the Urgencies section: the filter previously referred to ambiguously as "No Contact" now correctly reads "No Email", accurately reflecting that it identifies customers without an email address on file.

Dark Mode & Unified Design System: The application now supports a full light/dark mode toggle, available directly in the Settings screen. All screens and widgets have been updated to respect your chosen theme, ensuring a consistent and polished look throughout the app — whether you prefer a bright interface or a more comfortable dark display. Director Pool — Three-Tab View: The Director Pool now offers the same familiar three-tab experience (Opportunities / Tasks / Calls) as the standard pool, giving managers a unified view of all unassigned opportunities, tasks, and calls across every pool — with full client name visibility for better oversight.

Customer name visibility in the basin view now adapts correctly based on the latest backend configuration, ensuring that the right information is displayed consistently across all dealership profiles.

New Features Tap-to-navigate notifications: Tapping a notification — whether in your device's notification tray, an in-app banner, or the notification drawer — now takes you directly to the relevant record, such as a task, an opportunity, a call note, a communication, or a vehicle details page, saving you time and extra navigation steps. Pool lead notifications: Notifications for new walk-in or call leads from the shared pool now open the pool page directly, where you can assign the lead to yourself right away. Expanded notification event coverage: The app now correctly recognises and handles additional notification types, including new pool walk-ins, new pool calls, Stripe payment confirmations, and client arrival alerts for scheduled meetings. Improvements Consistent notification behaviour across all surfaces: All three notification entry points (OS tray, foreground banner, and in-app drawer) now follow the same navigation logic, ensuring a predictable and uniform experience regardless of how you receive an alert. Smarter fallback handling: If a notification does not contain enough information to open a specific page, the app gracefully falls back to the relevant client record instead of showing an error or crashing. Clickable foreground banners: In-app notification banners displayed while you are actively using the app are now fully tappable, letting you jump to the related record without having to navigate manually.

Le chargement des notes d'appel fonctionne désormais correctement lors du défilement — toutes les notes sont bien récupérées au fur et à mesure que vous faites défiler la liste, sans blocage ni arrêt prématuré du chargement.

Nouveautés - Affichage du département dans la recherche d'utilisateurs : lors de la sélection d'un utilisateur dans le menu déroulant de recherche, le département auquel il appartient est désormais affiché, facilitant l'identification rapide des collaborateurs au sein de votre organisation. - Utilisateurs regroupés par département : les résultats de recherche d'utilisateurs sont maintenant organisés par groupe de département et triés, offrant une navigation plus claire et plus rapide. Améliorations Édition des commentaires simplifiée : la modification d'un commentaire existant est désormais plus fluide et intuitive, avec une meilleure gestion des erreurs pour éviter toute perte de données en cas de problème.

New Features You can now place calls directly from within the CRM, making it easier to reach customers without switching between tools. A language selector has been added to the side menu, allowing you to switch your display language at any time — changes are now applied instantly without needing to reload the page. Fixes The location for editing the meeting owner has been clarified within the "Info" sub-section of the task page, making it easier to find and update this field. Improvements Access to vehicle detail tabs is now properly controlled by user permissions: the Price tab and the Commercialisation button are only visible to users with vehicle write access, and the Documents tab is only available to users with the appropriate document permissions. This ensures each team member sees only what is relevant to their role.

Resolved an issue that prevented technicians from accessing the schedule following the previous update, ensuring they can once again view and manage their appointments without interruption.

Resolved an issue where certain users could access areas of the platform that did not match their assigned role, ensuring that each team member only sees and interacts with the features they are authorized to use.

- Task and call cards on mobile now display a consistent "Created by AI" label in the footer, bringing the mobile experience in line with the web interface. - Opportunity cards on mobile no longer show the AI pill indicator, matching the behavior already in place on the web. - Overdue labels on mobile cards now follow the same format as the web (e.g., "Il y a Xh"), ensuring a unified and familiar experience across all platforms. - Card subtitles on mobile now correctly display the opportunity name, making it easier to identify the context of each task or call at a glance. - Task status labels now use the category message directly, resulting in more accurate and consistent status display throughout the application.

Assistant Vendeur (nouveau module mobile) Un tout nouveau module Assistant Vendeur est désormais accessible depuis l'écran d'accueil de l'application mobile, réservé aux rôles Vente et Administration. · File de priorité intelligente : consultez en un coup d'œil votre liste de leads classés par priorité, avec un score IA, une tendance (hausse/baisse) et le nombre d'actions à réaliser ou de dossiers à fermer. · Filtrage instantané : recherchez un client, un véhicule ou un échange dans la file sans quitter l'écran. · Fiche lead complète : accédez au détail d'un lead depuis la file — rang, véhicule, score IA, statistiques rapides (budget, équité, canal préféré) et activité récente horodatée en français. · Briefing IA contextuel : chaque lead affiche un résumé du déclencheur et du raisonnement de l'IA, accompagné d'une tactique de meilleure pratique adaptée au canal recommandé (appel, courriel, SMS, en personne). · Script d'action personnalisé : un script est automatiquement généré selon le canal recommandé — corps de courriel complet, message SMS, ou guide d'appel structuré en sections (Ouverture, Points clés, Fermeture) avec les arguments pertinents. · Choix et modification du canal : changez le canal de contact recommandé par l'IA (appel, courriel, SMS, fermeture) directement depuis la barre d'action. Un gabarit de message générique s'affiche lorsque vous dérogez à la recommandation IA. · Modification du message avant envoi : éditez le brouillon généré avant de confirmer l'action, pour personnaliser votre message en quelques secondes. · Barre d'action complète : validez rapidement l'action principale, modifiez le brouillon, régénérez une recommandation, passez au prochain lead ou fermez un dossier (perdu / décédé) — le tout sans quitter la fiche. · Dossier client intégré : consultez en lecture seule les détails du véhicule (prix, paiement mensuel, taux, stock), les besoins du client (budget, mise de fonds, must-have / nice-to-have / rédhibitoires) et les informations d'échange (équité, évaluation, identification). · Facteurs de score détaillés : ouvrez le détail du score IA directement depuis l'orbe de score pour voir quels facteurs influencent positivement ou négativement la priorité du lead. · Disponible en français et en anglais : l'ensemble du module respecte la langue sélectionnée dans l'application. Bassin de leads — nouvelle interface mobile à 3 onglets L'écran de bassin de leads a été entièrement repensé pour l'application mobile. · Trois onglets distincts — Opportunités, Tâches et Appels — permettent de naviguer rapidement entre les différents types d'éléments en attente, avec un compteur dynamique sur chaque onglet. · Carte unifiée : chaque élément affiche une barre de statut colorée, des étiquettes contextuelles, un indicateur d'activité IA animé lorsque l'IA est active, et un pied de carte avec les informations essentielles. · Confirmation avant assignation : une fenêtre de confirmation s'affiche avant de vous assigner un lead depuis le bassin, afin d'éviter les prises accidentelles.

- Real-time audio streaming for voice interactions: Voice input now streams audio directly to the AI backend in real time, delivering faster and more accurate responses during voice-assisted workflows. This replaces the previous on-device transcription approach, resulting in a smoother and more reliable experience across the application. - More responsive voice capture: Audio is now captured and transmitted in small continuous chunks, reducing latency and improving the overall quality of voice-driven interactions for sales teams using hands-free features. - Simplified voice interface: The language/locale selection step has been removed from the voice input flow, making it quicker to start a voice interaction without any extra configuration.

New Features - A dedicated Add Images button is now available in the document page, making it easier to attach images directly without having to browse through all file types at once. Fixes - Fixed an issue on iOS where downloaded files were being saved to in-app storage instead of the device's native file storage, ensuring files are now properly accessible from your iPhone. - Error messages returned by the server when saving an opportunity are now displayed accurately to the user, replacing the previous generic error message and making it easier to understand what needs to be corrected. Improvements - The Status and Category fields of an opportunity are now locked when that opportunity is part of a quotation, preventing accidental changes. An information banner is displayed to explain why the fields are disabled, and a direct link to the related quotation is provided when applicable.

New Features You can now download any document directly to your device's Downloads folder using the new Download action available on each document card, making it easier to save and access files offline. Vehicle cards now display a active service opportunity badge when an open service opportunity exists for a vehicle, giving your team instant visibility and quick access to the related opportunity with a single tap. Vehicle cards now show the stock number, providing a faster way to identify and reference inventory at a glance. Improvements The document management page now supports uploading a wider range of file types, including PDF, Word, and Excel files, reducing friction when attaching important customer or deal documents. The client vehicle card has been redesigned for improved clarity and a cleaner layout, making it easier to scan key vehicle information at a glance.

Fixes - ADF lead messages now display correctly: Lead descriptions that previously appeared as raw HTML code are now rendered properly, making it easier to read and act on incoming lead information. Improvements - Better compatibility with the latest iOS versions: The app has been updated to fully support iOS 16 and above, ensuring a smooth and stable experience on the most recent Apple devices and operating systems. - More reliable image handling on iOS: The image compression library has been replaced with a more compatible solution, preventing potential issues when uploading or processing photos on iOS devices.

Fix click on push notification to go to specific page