Guide
Changelog

Changelog

All notable changes to Flinkk One CRM are documented in this file.

Version 4.3.0 - March 9, 2026

What's New

  • Inventory Application Visibility: The Inventory module now appears in the Applications menu when a tenant has an active and verified inventory configuration.
  • Custom Opportunity & Quotation Naming: Introduced customizable naming sequences for Opportunities and Quotations. Administrators can configure naming templates from Admin Center → Universal Dynamic Naming Sequence, allowing organizations to follow their internal naming standards.
  • Multiple Email Replies in a Single Thread: Email threads now support multiple replies within the same conversation. A new UI layout has been introduced to better organize and display threaded responses.

Improvements

  • UI Improvements: Various UI improvements for a smoother and more consistent user experience.
  • Refresh Button for mail fetch: Added a Manual Refresh button in the email thread view to fetch the latest replies instantly.
  • Cart Metadata Update: Quote name is now included in cart metadata to improve context and traceability.

Fixes

  • Filters Improvements: Fixed issues with filters and page crashes, ensuring consistent filtering behavior across modules.
  • Export with active filters: Resolved an issue where record exports did not respect active filters, ensuring exported data matches filtered results.
  • Background Gmail Subscription Renewal: Implemented automated background renewal for Gmail webhook subscriptions to prevent interruptions in email syncing.

Version 4.2.2 — March 2, 2026

Fixes

  • Email Opt-Out Enforcement: We have fixed the email opt-out functionality to ensure proper enforcement across the application. Customers who have opted out of receiving emails will no longer receive any system-generated or manual emails. This update ensures compliance with communication preferences and prevents unintended email delivery.
  • Destination Fetch Issue (Powder Byrne Tenant): Resolved an issue where not all destinations were being fetched for the Powder Byrne tenant due to API rate limiting constraints. The dynamic select API has now been updated to use pagination, ensuring all destinations are retrieved reliably without being impacted by rate limits.

Version 4.1.0 — March 2, 2026

What's New

  • Public Quote Proxy (Inventory-Based): Secure proxy application introduced to support public quote access without authentication barriers.
  • Advanced Availability Grid (Inventory-Based): Sticky columns, auto-scroll, infinite scroll, and month synchronization added for seamless inventory navigation.
  • Multi-Quote Room Reservation (Inventory-Based): Users can now select multiple rooms within a quote while reserving live inventory availability.
  • Zero Admin Fee Invoicing (Inventory-Based): Support for creating invoices with zero admin fee, including VAT handling and validation logic.
  • Xero API Enhancements: Credit note API integration, payment validation, tracking category mapping, and invoice metadata sync implemented with Xero.
  • Dynamic Form Builder: New drag-and-drop form builder for lead capture with global section visibility rules and public link embedding capability.
  • Opportunity Workflow Enforcement: Stage selection is now mandatory during opportunity creation.
  • E-Sign Digital Certificates: Individual digital certificates are now generated per signer for improved compliance.
  • Gmail Subscription & Sync: New subscription-based sync model and routing added for Gmail integration.
  • Contact & Account Sidebar Alignment: Sidebars now reflect overview fields with regional phone defaults and dynamic placeholders.
  • Sales Notes API & Live Notepad: Dedicated API endpoints introduced. Live notepad resets after saving and auto-assigns note author to the authenticated user.

Improvements

  • Opportunity Modals Redesigned: Create and Convert Opportunity flows enhanced with dynamic form logic and optional company creation.
  • Lead Handling Optimization: Lead statuses fetched dynamically. Lead conversion defaults to B2B when account type is undefined.
  • Account Type System Overhaul: Refined classification logic with corrected defaults and updated admin labeling ("Types for Accounts").
  • Invoice & Metadata Sync (Inventory-Based): Invoice details now pass into order metadata with improved VAT calculations and validation logic.
  • UI & Checkout Enhancements (Inventory-Based): Availability dialog handling improved for accepted quotes. Checkout logic refined with blocked dates and availability warnings.

Fixes

  • Invoice & Quote Corrections (Inventory-Based): Invoice generation, public link validation, and metadata retention issues resolved. VAT calculations corrected.
  • Availability Grid Issues (Inventory-Based): Column mismatches, checkout date blocking, and UI inconsistencies fixed.
  • Payment & Xero Validation: Improved error handling, payment verification, and zero admin fee validation in Xero sync.
  • WWK Quote Formatting: Empty lines in quote descriptions now preserved correctly in PDF output. Default payment terms updated to 14 days.
  • Gmail OAuth & Sync Stability: OAuth expiration resolved through enforced re-consent. Historical email sync and duplication issues corrected.
  • Search & Filtering Fixes: Multi-word search logic, account filtering, email validation, and phone visibility issues resolved.
  • Lead & Contact Sync Fixes: Lead creation defaults corrected. Contact inventory null sync resolved.
  • Live Notepad Stability: Reset logic corrected after save.

Version 3.2.1 — February 9, 2026

What’s New

  • Upgraded PDF Generation Engine: Improved accuracy and consistency of all generated PDFs
  • Reliable E-Signatures: Fixed placeholder and fallback value issues in signed documents

Product Releases

  • High-Fidelity PDF Rendering: Documents now render exactly as designed across quotes and invoices
  • Print Preview Stability: Internal preview experience is now reliable before sharing with clients

Improvements

  • Professional Document Output: Consistent fonts, spacing, and layout across all PDFs
  • Reduced Rework: Eliminates formatting errors that previously required manual corrections

Version 3.2.0 — February 5, 2026

What’s New

  • Shared Email Slots: Improved email recipient management with a clearer, badge-based input experience
  • Regional Phone Support: Phone fields now adapt automatically based on regional defaults
  • Enhanced Room Availability Grid: Faster, smoother navigation for large room inventories

Product Releases

  • Email Communication Enhancements: Better visibility and control when sending emails to multiple recipients
  • Global Data Readiness: Region-aware phone placeholders across Leads, Contacts, and Accounts
  • Room Availability Experience: Sticky columns, infinite scroll, and synchronized navigation for better usability

Improvements

  • Public Quote Experience: Cleaner layout and improved validation for client-facing quotes
  • Reporting Usability: Actions remain accessible while scrolling through reports
  • Invoicing Stability: Fixed invoice data loss and improved validation for admin fees
  • Pricing Accuracy: Corrected add-on availability and margin calculation issues
  • Authentication & Admin Controls: Improved Gmail OAuth reliability and superadmin permission handling

Version 3.1.5 — January 28, 2026

What’s New

  • Quote Details Management: Quotes now include a dedicated section to manage Name, Description, and Validity
  • Quote Validity Control: Added “Valid Until” date selection to prevent sharing expired quotes

Product Releases

  • Quote Details Section: Sales teams can directly edit quote information without workarounds
  • Custom Quote PDF Handling: Improved reliability of custom quote PDFs generated from the editor

Improvements

  • Cleaner Quote Ownership: Clearer identification and description of quotes
  • Reduced PDF Errors: Improved stability and formatting consistency in custom quote PDFs

Version 3.1.3 - January 23, 2026

What's New

  • Full Email Designer: Create beautiful, professional emails with our newly enabled Email Designer tool
  • Rich Content Support: Upload images and format text with advanced rich text editing capabilities for engaging email campaigns
  • Email Opt-Out Management: Recipients can now easily manage their email preferences and unsubscribe from communications
  • Improved Template Filtering: Find the right email templates faster with better module-based filtering

Product Releases

  • Email Campaign Designer: Build and send professional email campaigns with rich content, images, and custom formatting

Improvements

  • Better Email Management: Contact email preferences are automatically updated when users opt-out
  • Enhanced Template Organization: Email templates are now easier to find and filter by module
  • Professional Communication: Create more engaging emails with image uploads and rich formatting options

Version 3.1.2 - January 21, 2026

What's New

  • Private by Default: All uploaded files are now private and secure, accessed only through authorized, time-limited links
  • Time-Limited Access: Files use temporary download links that automatically expire, preventing unauthorized sharing
  • Secure Without Disruption: Existing files remain accessible while following the new secure access pattern
  • Built-In Safeguards: Reliable fallback mechanisms ensure continued access even if a secure link cannot be generated

Product Releases

  • Quotation E-Signature: Sign quotation PDFs digitally with an easy-to-use electronic signature workflow

Improvements

  • Protected Documents: Your files are no longer publicly accessible—only authorized users can view them
  • Reduced Security Risk: Time-limited links prevent unauthorized file sharing and access
  • Zero Disruption: Improved security without breaking existing workflows or requiring user action
  • Automatic Protection: All files, including existing ones, now follow secure authenticated access patterns

Version 3.1.0 - January 21, 2026

What's New

  • Sequential Signing: Documents can now be signed in a specific order, ensuring the right people sign at the right time with proper notifications
  • Sign with Anyone: Add any signer using just their name and email, even if they're not in your system yet
  • Complete Audit Trail: Everyone receives confirmation emails with the final signed PDF, and all signing actions are tracked
  • Mobile-Friendly Signing: Smooth touch-based signing experience on mobile devices with improved layout
  • Reliable Delivery: More consistent delivery of signing invitations with stronger validation to prevent incomplete signatures

Improvements

  • Enterprise-Ready: Supports legally compliant multi-party agreements with proper approval workflows
  • Faster Execution: Work with external partners and vendors without adding them to your system first
  • Legal Traceability: Complete audit trail with confirmation emails and final signed PDFs for everyone
  • Sign Anywhere: Documents can be signed on mobile devices without technical issues
  • Fewer Failures: More reliable invitation delivery and signature validation

Product Releases

  • Quotation E-Signature: Sign quotation PDFs digitally with an easy-to-use electronic signature workflow

Version 3.0.3 - January 8, 2025

What's New

  • Smarter Sales Tracking: Your opportunity names & values will now automatically stay in sync with quote names & amounts, including when you add taxes or discounts. No more manual corrections needed!
  • Better Proposals: Edit product and package descriptions right in your quotes with rich text formatting for more professional-looking proposals
  • Quick Add Setup: Quickly add new relations from the Company page.

Improvements

  • Trustworthy Numbers: Sales figures now accurately reflect your actual quote values, making reports you can rely on
  • Cleaner Quote Names: The first quote for an opportunity automatically uses the opportunity name
  • Future-Ready Structure: New quote metadata foundation that enables upcoming features like smart pricing and AI assistance
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