Changes
What is new and what has changed, release by release.
- Workflow conditions: pick a field, a comparison and a value, so automation runs only on the right claims.
- New workflow triggers: claim created, deadline, no activity, payment received, broken promise, court case.
- A workflow can be tested before it is switched on, without sending real emails or text messages.
- A workflow action can run immediately instead of only at a fixed hour.
- Account settings are grouped into tabs, and the package can be chosen right there.
- Fixed: an invoice line was silently not saved. The same fault affected several forms and is now gone.
- New court module: court cases, proceedings, hearings, parties and the claims attached to a case.
- The court section has its own submenu, and the legal dashboard opens overviews in place.
- Front page refreshed.
- The user guides have their own menu, a clearer introduction and fresh content in both languages.
- Forms in lists open and close more reliably.
- Document delivery now has its own statuses.
- Fixes to address types and invitations.
- Brand domain setup lists the DNS records you need and checks them automatically.
- Error messages appear only when there really is an error.
- Account users can be added and removed.
- A contact works out on its own whether it is a private person or a company.
- Estonian address lookup with country selection.
- Bulk delivery.
- Document delivery.
- Notes are now internal notes.
- A new text editor for templates and letters.
- Template ordering and table expansion.
- Fixes to choosing email recipients.
- A letter can have several recipients.
- The claim can be hidden on a delivery, and an issuer tag was added.
- Template selection and the editor fixed, import translations tidied up.
- Bailiff import.
- New design foundation and faster page loading.
- The editor has a dark theme.
- Fixed the Bank of Estonia interest rate import.
- A new account comes with default act templates.
- Files can be attached to visits.
- Text messages are always sent as plain text.
- Letters, invitations, visits and reports all use one template system.
- New address entry and faster address lookup.
- Minutes can be recorded on visits and calls.
- Text messages are sent through Twilio.
- Delivery counts are visible, visits carry a date and time.
- Template types and a report flow for document delivery.
- Reports for calls, visits and text messages.
- A cost table in the visit view.
- Act reports.
- The date format can be set per account.
- Tags for text messages and emails.
- The deliverer is now a courier, with tags renamed to match.
- Visit addresses and temporary contact addresses.
- Delivery reports and a refreshed delivery view.
- Delivery has its own dashboard, calls, and a contact filled in automatically.
- The due date is the first column in the delivery list.
- Brand email addresses on the account.
- The default sender address can follow the debt manager.
- Shorter menus.
- A document has a sender and a recipient.
- Account user roles and a table of role permissions.
- A reference number on documents, and delivery can be opened from the contact.
- Bulk mailing fixes and a broad translation review.
- Visits: a global list plus separate lists per contact and per claim.
- Costs on calls, text messages, letters and emails.
- Performance reports.
- Cost types on templates, with the cost added to emails automatically.
- Collection costs: a default rate and an upper limit per claim.
- Guarantee form and maximum liability.
- A dropdown for picking a new email or template.
- The language can be chosen when creating an account.
- Guarantor tags and email addresses.
- Dynamic templates.
- New template types and a guarantor tag.
- A workflow trigger reacts to a status change.
- Shared and public templates with a menu of their own.
- Claim status can be changed with a single choice.
- The current account is visible in the menu.
- Shared templates and brand domain support.
- The last invitation template can no longer be deleted by accident.
- Signing in also works without strong authentication.
- Sign-up and sign-in pages tidied up.
- The term "penalty" is now "overdue" throughout.
- Public pages follow the brand and root domain logic.
- Overdue days on the contact and the claim.
- A footer with links.
- Creditor tags and a current date tag.
- Terms of service and accepting them.
- Workflow actions.
- Invoice lines update automatically.
- Workflows.
- Guarantors on a claim, with validation.
- A new layout for template tags.
- Templates are copied along when a new account is created.
- One user can belong to several accounts and switch between them.
- Brand name and brand account.
- Custom sign-in and sign-up pages.
- Person fields can be reordered by dragging.
- Email addresses, phones, addresses, bank accounts and representatives open in place.
- Banks and bank account tags.
- Contract member type.
- A new address opens automatically.
- Addresses on a map.
- A workflow can be switched on and off.
- Fixed invoice overdue calculation and a timezone issue.
- Icons for claim, person and legal person.
- Bulk deliveries refreshed, all deliveries are visible.
- Bulk delivery, a menu of its own for deliveries, and a default deadline.
- The personal code is required, the legal code requirement is gone.
- Payments are bound to claims automatically.
- The paid amount in the claim list, closed activities on the dashboard.
- Representative types.
- A payment can be added from the claim and bound automatically.
- Annual percentage rate.
- Claim export to Excel fixed and extended.
- Contacts and persons have a reference number.
- Dashboard and claim view refreshed, a claim can have an assignee.
- A new overview and claim list with statuses.
- Automatic payment binding and a binding start date.
- Binding order view.
- Payment binding with interest, payments and invoices under the contact and the claim.
- First version of performance reports.
- Invoice lines, each with its own interest periods.
- Fixes to interest calculation and rounding.
- Interest rate views and new tags.
- Forms save changes automatically.
- Creating a document, attaching it and sending it by email.
- Dynamic tags on invoices, with changes taking effect at once.
- Interest calculation and rate import from the European Central Bank.
- Emails with a broken template are no longer sent.
- Delivery errors are easier to read.
- Email delivery information and an error log.
- Account settings moved under system settings.
- Amounts accept a comma as the decimal separator.
- Delivery PDF and a signed document attachment.
- Dashboard sorting and highlighted activities.
- Template text can be drafted with a chat assistant.
- A primary email tag.
- A more compact modified time in lists.
- A user without strong authentication sees only their own profile.
- Strong authentication is offered only where it is possible.
- Small screen and dark theme fixes.
- Contact and claim links in emails.
- Data cannot be changed when editing is disabled.
- Tags can be added to addresses, emails and phone numbers.
- A new record is highlighted and the list jumps to the right page.
- A default overdue percentage per account.
- User guides are generated automatically, dark theme included.
- Delivery view refreshed, with a resolved date and a delivering user.
- An account can use its own TARA setup.
- Ledger entries and a principal article.
- Document delivery.
- Multilingual templates.
- Account admins are notified when users are added or removed.
- A user can exist without an email, identified by personal code.
- A phone or email in use cannot be deleted.
- Ledger: entries under invoices, revenue, debt and tax accounts.
- Ledger accounts, taxes and cost centres.
- Tabs for users and invitations, users are no longer created directly.
- More secure cookies.
- Multilingual content in templates and pages, with a language choice per account.
- Account creation and deletion fixed, a welcome text for new accounts.
- "Remember me" at sign-in.
- An ID card can be linked to an existing user.
- A document and its deliveries on one form.
- Portfolios are now projects.
- Sign in with ID card and Mobiil-ID through TARA.
- Paging on the dashboard, contact and claim tabs.
- Events are ordered by priority.
- Separate buttons for a client invitation and a user invitation.
- Invitations carry a role, and a security fault in changing roles was fixed.
- A short view for payments.
- A default blind copy for outgoing mail per account.
- A phone number can be added straight from the call form.
- A date format choice per user.
- Calls can be registered by hand.
- Invitations with templates.
- A client can create and activate a payment schedule in the portal.
- A client can add documents.
- Replying to an email fills in the subject.
- Search has a separate filter block.
- Client portal: emails, letters and text messages are visible and the client can reply.
- A client portal dashboard.
- A user with several accounts can switch between them.
- Account admins can add users.
- The account admin role.
- Text messages are sent through Messente.
- An Estonian date picker.
- Bulk mail preview and a client template.
- Tags can be used freely in search.
- Tags on contacts and in search.
- Invoice status and payment day.
- Payment schedules and payment days.
- Template types.
- Interest periods and interest calculation.
- Binding a payment to an invoice.
- First version of the bank interface.
- Bank interface: statement, balance and incoming payments.
- Bank interface: sending payment orders.
- Claim invoices.
- An account front page and page support.
- Bulk mailing and bulk editing on one shared foundation.
- Bulk editing for contacts, persons and legal persons.
- More tags on the claim and the contact.
- Bulk editing for claims.
- A superuser can switch accounts.
- A new name and brand.
- Sending emails straight from the application.
- Projects.
- Replying to an email with the original quoted.
- Template text can be drafted with the help of AI.
- Emails, letters and text messages on the dashboard.
- More template tags on the claim and the person.
- Events have a deadline.
- Contact and claim views as tabs.
- Collection cost calculation.
- Template errors are shown to the user.
- Fields on the contact form can be added, removed and dragged.
- Private persons and legal persons are separate.
- Dark theme and a theme switch.
- The contact view as tabs, with a more compact form.
- Letters and contracts as PDF files.
- Template selection and text drafting on the text message form.
- Organisations and units.
- A list of tags on the template form, with copying.
- Courts and judges with a country code.
- Text message templates and sending.
- Notes on most objects.
- Estonian and English.
- Templates for text messages.
- The latest events on the dashboard.
- Events on calls, emails, text messages and visits.
- Phone number search and selection.
- Text message sending with status and error.
- Payment schedules, payment days and a reminder message.
- Clearer import errors, and a contact can be a company.
- A fuller CSV import, invoices included.
- Claim import from a CSV file.
- Lists and forms open in place, without reloading the page.
- Records can be added, edited and deleted right in the list.
- Sign in with an ID card.
- The permission system.
- Sign in with a Google account.
- First version of the application.