Version History

A log of new features, improvements, and updates released across Smart Freight CRM.

Warehouse List: Add Balance CBM, Customer Handle Team, Slip No columns.
Warehouse Add/Edit: Outbound option changes - Slip No textbox to dropdown.
Warehouse Add/Edit: Add Shipping Mark field.
Warehouse field changes.
Show/Hide column popup added (Interaction, Contact, Employee, Source, Shipment).
Employee based module access.

Employee leave – Setup.
Source and Shipment - Payment/Accounts.
Payment/Account: payment approval.
Popup for adding or editing payments - include details.
Details of the attachment for the payment account model.
Source Enquiry: Profit and Loss details.
Shipment Enquiry: Profit and Loss details.
Add a new column for Team Name in source and shipment.
Interaction Bulk upload – already exist contact reopen status "Enquiry".
Quotation in the Invoice module (Source & Shipment Module).
Quotation Changes – Drop down to text box, add notes, company region-based address details.

Employee Module Add New Field: EID Number, UID No, Visa File Number, Wechat Number, SIM / Mobile, PF UAN No, Laptop/Desktop, Office Mail id, Other Things.
Employee Department textbox to dropdown changes.
Employee Company textbox to dropdown changes.
Employee Designation textbox to dropdown changes.
Employee page: Add an employee attachment page.
Changes to the interaction page and interaction reports can be made via email and phone.

The default display for the data table is 100 (interaction, contact, source, shipment).
Add "Remarks" to the list page regarding interactions, contacts, sources, and shipment.
The filter popup has a "Redirect Setting" option for contact, source, and shipment.
The total value is increased by the Table Footer in the Shipment Enquiry Report.
Add the updated Remark form to the popup details on the Contact page.
Add a new field named 'Carton Box' to both the Shipment Enquiry module and the Shipment Enquiry Report.
Add a "Date Range Picker" to the Source Filter Popup.
Add a "Date Range Picker" to the Shipment Filter Popup.
Implementing bulk uploads for Interaction, Source, and Shipment pages.

All Reports Enable All Users.
Modify the filter field for the report (Interaction Report, Contact Report, Source Report, Shipment Report).
Modify the Report Date Filter's default date to YTD.
All fields display on the connect page, as well as remarks.

Shipment Enquiry: add new field quotation_currency, quotation_amount (add, edit, list and details).
Source Enquiry: add new field quotation_currency, quotation_amount (add, edit, list and details).
Shipment list: Add Team column in shipment list page.
Dashboard: Contact List with status info and UI changes.
Interaction: Default "YTD" Date filter.
Shipment List: CBM added status "In Progress, In Progress (Operations), In Progress (Arrival Notice)".
Source and Shipment: Redirect main list page.

Shipment Enquiry: Add new field Quotation Currency, Quotation Amount (add, edit, list and details).
Source Enquiry: Add new field Quotation Currency, Quotation Amount (add, edit, list and details).
Dashboard status counts for Interaction, Source, and Shipment are based on a team-based filter.
Interaction Checkbox: customer_type Agent OR interaction_status (lead, enquiry).
Contact: Onboard list shows the BG color.
Shipment: CBM count information - Only status completed.
Email is not mandatory for contact.
Interaction: Add products to the list.
Eliminate the requirement for last name column.
Add new field: Purpose of the option 'Source and shipment'.
Remove: Meeting List.
Shipment List – Add Contact ID, Remove Handle by, Country Billing, Agent, Container Number, Container Type, BL Number.
Reports: fields are the same as the main list (interaction, source, shipment).
Access for 'Admin' requires the employee's user name and password.

The list should include information about interactions, sources, and shipment.
Interaction: Add new field (Product - Drop down, Product - Text Box, Product clearance - Radio Box (Yes or No)).
Interaction List Filter: Product clearance, Call Handle By.

Filters can be used to automatically save and load saved page information when a user logs in based on their filters (Interaction, contact, agent, source inquiry, shipment inquiry).