- Improved Accounts, contacts, leads, opportunities, tasks, calls, meetings and cases in the plugin's own normalised tables rather than as posts, so lists, filters and reporting stay fast as the data grows.
- Improved Contacts carry as many email addresses and phone numbers as they really have, in their own tables, with one of each marked primary.
- Improved Lead conversion into an account, a contact and an opportunity in one step.
- Improved Customisable pipelines and stages with per-stage probability, a drag-and-drop kanban board and a weighted forecast.
- Improved A calendar and scheduler covering tasks, calls and meetings on one view, with working hours, holidays and free/busy.
- Improved Email sent from any record, with reusable templates and merge fields.
- Improved Inbound email over IMAP, turning incoming mail into cases automatically. Messages are matched on Message-ID, so a message read twice is stored once.
- Improved Campaigns, target lists and mass email, sent in batches from a queue. The unsubscribe link cannot be switched off, the `List-Unsubscribe` header goes with it, and one unsubscribe stops everything.
- Improved Open and click tracking served entirely from your own domain.
- Improved Cases with a controllable number sequence, and a knowledge base with a category tree, linkable to the cases it answers.
- Improved A customer portal, as a block or a shortcode. Nothing is exposed until you set it up: case notes are private by default and articles need a separate setting before a customer sees one.
- Improved A public knowledge base page, rendered on the server with no REST route behind it.
- Improved Web-to-lead forms as a block, a shortcode or your own REST call, with a honeypot, a per-IP rate limit, optional CAPTCHA, double opt-in and a plain form fallback when JavaScript is off.
- Improved Roles per entity and per action with an all, team, own or none scope, plus field-level rules. A user holding no role keeps exactly the access they had before you created one.
- Improved Teams, whose membership is what gives the team scope its meaning.
- Improved Custom fields on every entity, including two custom field types of your own.
- Improved Reports with charts and a pipeline forecast, and arrangeable multi-tab dashboards seeded from templates.
- Improved Duplicate detection and record merging, which brings the notes, files, activities and stars of both records onto the survivor.
- Improved Notes, private file attachments, one tag vocabulary across every entity, a per-record activity stream with followers, favourites, and an audit log.
- Improved A document library with a folder tree, separate from the files attached to a record.
- Improved PDF templates and print, which work against any registered entity rather than a fixed list of document types.
- Improved Import and export as CSV or Excel, with a column-matching step, lookups by name or code, errors reported by line number, and a revert.
- Improved Outbound webhooks on record events, queued and retried, with private and reserved addresses refused on save and again before every request.
- Improved An integrations framework with an encrypted credential store, a job queue and per-connector health checks.
- Improved The whole application on a page of your own site through `[plugixa_crm_app]`, talking to the same API with the same permissions as the admin screen.
- Improved A REST API under `plugixa-crm/v1`, and over eighty actions and filters for extending the plugin.
Plugixa CRM Changelog
A modular CRM for WordPress with a React admin panel: accounts, contacts, leads and deals on a kanban pipeline, email and cases, campaigns, a customer portal, roles and reports.