The latest update to Client Support Software’s CRM, Version 25Q2, brings significant enhancements designed to improve productivity, reporting capabilities, and overall user experience. Here’s a concise summary of the key additions, updates, and changes:
Major Additions
- Task Outcome Actions: Automate your workflow by defining specific actions triggered when tasks are completed. You can now update client phases or client assignment based on outcomes.
- Support for Emailed Custom SQL Reports: Receive your customized SQL reports directly via email, facilitating easier access and distribution.
- DocumentTemplate AI Assistant: Utilize advanced AI to enhance and simplify document creation, making the process faster and more accurate.
- AI Builder for Task Queries: Harness AI to construct smarter, more efficient task queries, optimizing your workflow.
- PHPStan Level 8 Compatibility: Improved code reliability and maintainability thanks to the achievement of PHPStan Level 8 compatibility.
System and Component Updates
- Core System Upgrades:
- FreeBSD updated to version 14.3-RELEASE.
- MySQL upgraded from version 8.0 to 8.4.5 for enhanced database performance.
- PHP updated to version 8.4.8 ensuring better security and speed.
- Smarty template engine updated to version 5.5.1.
- AI and External Integrations:
- Upgraded AI models to OpenAI’s GPT 4.1 and o4-mini for more accurate and efficient processing.
- Integration of US ZIP code data (version 1.90) for improved geographic accuracy.
- Development Tooling and Libraries:
- Comprehensive updates to composer packages including Google API Client, PHPSpreadsheet, Twilio SDK, and Rector.
- npm packages updates include Chart.js, Bootstrap Icons, ESLint, and FullCalendar, enhancing the front-end user interface.
Enhanced Features and Performance Improvements
- Reporting Enhancements:
- Improved system reports including User Activity, Call Log Peak Calls, and Phase Timeline reports with optimized performance.
- Ability to export detailed client message views and user activity data directly, simplifying data analysis.
- User Interface Improvements:
- Enhanced Client Portal and Self Enrollment with calendar pickers and progress indicators.
- User-friendly interface adjustments including better iframe resizing and improved visual presentations.
- Security and Compliance:
- Improved masking of sensitive information such as account numbers across various reports and wizards.
- Enhanced validation and error handling across the system to ensure data integrity and compliance.
Notable Changes and Fixes
- Refactored key components such as CheckFile classes, CallLog Status statistics, and AI builder logic for improved efficiency and accuracy.
- Enhanced import/export capabilities, particularly with RPPS Billers and document templates.
- Implemented multiple minor fixes addressing performance bottlenecks, interface bugs, and backend processing issues.
- Improved handling of invalid UTF-8 characters within JSON CallLog responses.
- Optimized CallLog transcription by parallelizing processing and error handling.
- Added parsing of existing NACHA files for improved bank record management.
- Enhanced system report capabilities including new toggle buttons for SQL query displays.
- Implemented new permissions and management capabilities for Manager Reports.
- Improved SMS message assignment logic to better identify responsible users.
- Streamlined the WMA Virtual Counselor interface, removing unnecessary steps for smoother navigation.
This latest release positions Client Support Software’s CRM to better serve your business needs, enhancing performance, security, and ease of use. For more details or assistance in leveraging these updates, reach out to our support team.