A changelog that says “bug fixes and improvements” is worth nothing. Each entry below says what changed, what it means for somebody using the product, and (the part most changelogs skip) whether it affects anything that already exists.
Home Release notes
Release notes
What changed, why it was wrong before, and whether it affects anything you already have.
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Overdue invoice reminders say what the customer owes
The overdue invoice reminders at 15 and 30 days say "Your total outstanding with us is" and then the amount. The amount was never filled in, so the sentence went out with…
What changed and why -
Website Desk: knows who came from your email, confirms customers, drafts quotations
Three things that make the website chat know who it is talking to. A lead or customer who clicks a link in an email from JAI CRM is recognised on your website.…
What changed and why -
Hanu Sena: agents answer from your own files, and say which page
Hanu Sena has knowledge folders: your price lists, product manuals, terms and FAQs as PDF, Word, Excel, CSV or text. Choose a folder on an agent's form and it answers from those…
What changed and why -
Hanu Sena: a manager's yes where you choose, and one place for what waits
On an agent's form, each action it may offer now says whose yes it needs: the person asking, or a manager. And Hanu Sena has an Approvals tab: what is for you…
What changed and why -
Website Desk: Hanu reads your website, and opens the chat for hot visitors
Hanu now reads your own website the way a new salesperson would on day one: the home page, the pages in your sitemap and the pages your visitors open, up to 60,…
What changed and why -
Debit notes to customers: their own emails and reminders, two webhooks, and Hanu
Debit notes to customers arrived earlier today, owed and paid like an invoice, but nothing else knew about them: the send window wrote an invoice's email, no reminder chased one, no webhook…
What changed and why -
Hanu Sena: agents with their own rights, used only by the people you choose
Hanu Sena, in early access: make agents under Hanu, one job each. An agent has its own agent rights, set screen by screen like a role but never a person's role, and…
What changed and why -
Hanu works in his own browser: watch him, take over, hand it back
Ask Hanu to find businesses on a website, like printing presses in Pune on Google Maps, and he opens his own browser and works through it while you watch the page live…
What changed and why -
Website Desk: Hanu chats with your visitors, and your team can take over
Your website now has a chat. Hanu answers visitors from what you wrote for him, finds out what they need and asks once for their name and number. Your team watches every…
What changed and why -
Reports on the financial year, and totals that count only what you may see
Reports offer This financial year, Last financial year and Last half year, and a report run just after midnight on the 1st covers the new month. The Sales and Purchase summaries add…
What changed and why -
Hanu answers days to collect, the cash forecast, the MSME 45 days and the sales forecast
Five questions Hanu could not answer, because nothing in JAI CRM worked them out, now have answers from your own records, scoped to what your role may see: days to collect (DSO),…
What changed and why -
Website Desk: see who is on your website, right now
Put one line on your website and see, inside JAI CRM, who is on it right now: the page each visitor is reading, every page before it with the time spent and…
What changed and why -
Hanu records payments, journals, proposals, subscriptions, assets and production
Hanu now fills in the last modules he could not: a payment received, matched to the customer's oldest unpaid invoices or the ones you name; a manual journal whose lines must balance;…
What changed and why -
Debit notes to customers, for an invoice that charged too little
A rate revised upward, freight left off, a short count: when a sent invoice charged too little, the only way was a second invoice. Now a debit note is raised from the…
What changed and why -
Hanu plans a job in several parts, then does it with your yes
A request in several parts, such as "find the deals past their close date, add a follow-up task for each owner and message them", now gets a plan first. Hanu shows the…
What changed and why -
Hanu searches the web, with the pages he read
Hanu can now look up current public facts on the web, such as a GST rate, a company's public details or the news, and answers with links to the pages he read…
What changed and why -
Hanu adds a whole list of leads at once
Asking Hanu for several leads at once used to bring them one at a time, with questions for each. Now they all come on a single card with every field: what is…
What changed and why -
Talking with Hanu live: the card shows in the call, and he hears only you
A lead Hanu prepared during a live conversation used to wait in the chat behind the call, so the call had to end before it could be seen and saved. Now the…
What changed and why -
Hanu drafts emails in your Mail drafts
Hanu used to write an email in the chat for you to copy. Now, with your yes, he saves it as a draft in your own Mail › Drafts, addressed to the…
What changed and why -
Budget lines read in full on a phone
On a phone, an open budget (Accountant › Budgets) showed each account as one cut-off line: its code, a letter or two of its name and part of the planned figure. What…
What changed and why -
Your own AI key runs every task you chose it for
If your business uses its own AI key (OpenAI, Gemini, Claude or another), every task you chose it for in Settings › AI writing now runs on it, even while you have…
What changed and why -
AI settings show your own AI keys only where they can be used
Whether a workspace may use its own AI key (OpenAI, Gemini, Claude or another) is now set for each workspace. Where your workspace may use one, Settings › AI writing works as…
What changed and why -
Paying for a second workspace by card or UPI works
When you add another business from inside JAI CRM and pay by card or UPI, the payment now opens. It used to stop at "Invoice not found", and pressing Pay again then…
What changed and why -
Notifications sit apart on phones and open what they are about
On a phone, a full list of notifications squeezed every row to the same small height, so a long reminder ran into the next one. Each row now keeps its own height,…
What changed and why -
Set up with Hanu from your team's Excel, with a setup gift for new businesses
In Settings › Hanu, under Set your business up with Hanu, press Upload your team's Excel or CSV. Hanu reads the names, emails, job titles and who reports to whom, matches each…
What changed and why -
Talk with Hanu live, and hear him answer at once
Press Talk live beside the mic in Hanu's chat or the dock, and talk to him as you would on a call: "what is due today?", "kitna paisa aaya is hafte?". He…
What changed and why -
Hanu sends documents at a set time and runs routines for you
Say "send the Verma Pharma invoice tomorrow at 9:30" and Hanu sets it up after your yes. Just before sending he checks it is still unpaid and not cancelled, that you may…
What changed and why -
Hanu reads Word, Excel, CSV and text files you send him
Alongside pictures and PDFs, the paperclip in the chat with Hanu now takes Word documents (.docx), Excel sheets (.xlsx), CSV files and text or notes files (.txt, .md). Hanu reads what is…
What changed and why -
Filters on your own fields work for dates, ranges and more or less than
Filters on the fields you add yourself, in Fields and rules, did not work for dates and numbers. "This month" on your own date field showed every date from the 1st onwards,…
What changed and why -
Hanu reads the links, pictures and PDFs you give him, and your chats can be closed or deleted
Paste a link and Hanu reads that page: a company's website, an article, a post on X, a YouTube video or a PDF on the web. Drop a visiting card, a screenshot…
What changed and why -
Hanu reads the whole record: who owns it, the customer, every field and every tab
Asked "who is working on this deal?" or "which customer is it for?", Hanu said the details he could see did not show it. They did not: he was shown only three…
What changed and why -
Ask Hanu how to do anything in JAI CRM, and he answers from the help pages, or says "not today" and what works instead
Hanu now reads JAI CRM's own help pages and release notes to answer how-to questions, with a link to the page each answer comes from. When JAI CRM cannot do something, he…
What changed and why -
Type by voice tidies with AI when you want it, learns the names you put right, and works in the full editors
Type by voice now has Medium and High clean-up, which tidy what you said with AI without adding anything you did not say. A name you put right straight after it was…
What changed and why -
Hanu follows you from page to page, opens what you ask for, and keeps as many chats as you like
Hanu no longer lives only in Charcha. A round Hanu face at the bottom right of every page opens him in a dock beside what you are looking at. "This one" means…
What changed and why -
Type by voice: hold Alt+D in any box, or the mic above a phone's keyboard, and speak
Speak instead of typing, anywhere in JAI CRM. Hold Alt+D in a lead's notes, a task, a Charcha message or an email, say it, and let go: the words are typed where…
What changed and why -
Ask Hanu any number: he counts it from your records, compares it, opens what is behind it, and puts it on your dashboard
Hanu now answers questions about numbers from your records, the way the dashboards gather them: any module, any field, any period, against the period before or last year. Ask what is behind…
What changed and why -
Dashboards now count invoices, payments and expenses in another currency at their own exchange rate
A business that invoiced one customer in dollars saw the dashboard's own "What customers owe" at one figure, and a card adding up the same invoices' balance at a much smaller one:…
What changed and why -
Speaking instead of typing on a phone no longer repeats your words
On an Android phone, speaking instead of typing wrote every word several times: "take take me take me to take me to deals page" instead of "take me to deals page". It…
What changed and why -
A lost deal's reason from your own list, a visit's arrival, departure and outcome, and every stage move in the history
Losing a deal asked for a reason in free text and glued the remark onto it, so "Price" and "Price: they found it cheaper" counted as two reasons. A visit kept the…
What changed and why -
Hanu keeps track of the record you are talking about, and checks a name he may have misheard
Hanu added a lead and was asked to set its follow-up for tomorrow, and he asked which of three leads with the same name was meant. Now he knows which records the…
What changed and why -
Hanu no longer tells you about a lead, deal or task you gave yourself, and says the follow-up date a lead already has
Hanu said "New lead for you" to whoever had just added the lead with themselves as its owner, and asked them for a follow-up date they had typed in a moment before.…
What changed and why -
Tell Hanu a quotation, invoice, order, bill or note with its items, and he drafts it with your own rates and GST
Hanu now drafts eleven kinds of document: quotations, sales orders, proforma invoices, invoices, bills of supply, retainer invoices, credit notes and delivery challans, and on the buying side purchase orders, purchase bills…
What changed and why -
Hanu now fills in vendors, items, expenses, employees, projects, partners, contacts and subscription plans too, and three fields that never saved are fixed
Hanu filled in leads, deals, tasks, visits, customers and companies. Now he also adds and changes contacts, channel partners, vendors, items, expenses, employees, projects, project tasks, subscription plans, add-ons and products, each…
What changed and why -
Hold Alt+H anywhere to talk to Hanu, and hear him read his replies aloud
Speaking to Hanu used to mean opening the chat and pressing the mic to fill the box. Now hold Alt+H on any screen and speak: letting go sends it to Hanu and…
What changed and why -
Hanu gathers a record at the bottom of the chat, shows the card when you say it is final, and no longer stops on a field you can leave empty
The first day of Hanu filling in records showed two faults. The card stayed where it was first posted, so answering a question meant scrolling up and back down. And a word…
What changed and why -
Tell Hanu about a lead, deal, task or visit and he fills it in, asks what is missing, and saves it only on your yes
Hanu used to take a name and stop. Now say a lead, deal, task, visit, customer or company in your own words and he puts each detail in its own field, reads…
What changed and why -
Deals closed in the Won/Lost window, payments that clear and a customer's answer on a quotation now reach Hanu and your notifications
The Won/Lost window, the way the board and the deal page close a deal, told nobody: Hanu never said "Jai ho!" for most wins, and the Deal won message never fired for…
What changed and why -
GST on advances for services, declared when the money arrives
A customer who paid ahead for a service owed GST that month, and nothing declared it: the tax waited for the invoice, sometimes months later. Retainers and receipts marked as an advance…
What changed and why -
Commission that stays right after a month is approved, and partner payouts that recover what was overpaid
The accountant's check went through commission and channel partners. Once a month was approved or billed, a credit note, a deleted payment or an invoice given to someone else was lost for…
What changed and why -
Invoices, bills and challans move their goods in and out of stock
Stock moved only when goods were shipped or received under Inventory, which most businesses never do, so a sent invoice left its goods on the shelf and a bill never brought anything…
What changed and why -
Stock held for each order, counts and transfers that keep it right, and a stock value that matches the books
The accountant's check went through stock. Reserving twice held an order twice, stock kept in a bin could not be transferred, a late count drove stock below nil, and the stock report…
What changed and why -
Five screens no longer ask the server again and again until it answers "Too many requests"
Five screens asked the server the same question over and over for as long as they were open: Try a calculation in Settings › Taxes, the Review step of a new subscription,…
What changed and why -
Webhooks now send all ten events they offer: signed, tried again, and only to the internet
Settings offered ten events to send to another system, and none of them was ever sent. All ten now go out within seconds of happening, signed with your secret, tried again when…
What changed and why -
Dashboards for every part of the business, with periods, comparisons and the records behind every number
Business overview is now a dashboard you can change, and it has company: a ready-made dashboard for every part of the business and for each kind of person, from Sales and Field…
What changed and why -
Cheques that wait to clear, refunds of money held on account, and supplier advances that reach the bill
A cheque could only be recorded as paid, money a customer had paid on account could never be refunded, and money paid to a supplier ahead of the bill could never reach…
What changed and why -
GST returns by rate and by head, TDS on the taxable value, and statements that show money held for the customer
The accountant's check went through the GST returns, the TDS register and the statements. A B2B invoice at two rates was one row, exempt lines were declared as taxable, a client's TDS…
What changed and why -
A Mark to column in an import now marks the people it names
An import with names in its Mark to column failed as a whole, with a server error and not one row saved. Each person in the column is now marked on the…
What changed and why -
A spreadsheet with empty cells now imports, instead of failing as a whole
An import with an empty Currency, Stage, Status or Tags column could fail as a whole, with a server error that named nothing you could fix. An empty cell now takes the…
What changed and why -
Write a Word document together in JAI CRM, and see who is typing where
The Document app now opens a Word file and edits it inside JAI CRM. Several people can type in it at the same time and see each other's cursors with their names.…
What changed and why -
Choose who uses the workspace email, and turn any email into a deal, task, meeting or reminder
The workspace address (info@) is now used only by the people you choose: they read what comes in and send from it, and nobody else sees it. From any email you can…
What changed and why -
Apps: documents, spreadsheets and presentations from templates, kept in Documents
A new Apps area in JAI CRM, in early access. Start a document, spreadsheet or presentation from a template made for an Indian business, and it is saved straight into Documents as…
What changed and why -
One bank balance everywhere, a profit and loss read from the ledger, and fixed assets that book their cost
The accountant's check went through the ledger, banking, reports, fixed assets and budgets. The dashboard and Bank accounts could show two balances for one bank, the profit and loss left out depreciation…
What changed and why -
Shared mail for the team, mail trends, and email in your meeting briefings
Where your business shares mail, a conversation can now be given to a colleague, talked about in team notes the customer never sees, and you are warned when somebody is already replying.…
What changed and why -
Your mailbox now says what needs a reply, what is waiting, and cleans itself
The mailbox used to be a list of everything that came in. Now it tells you which conversations need your answer, which of your emails are still waiting on somebody (counted in…
What changed and why -
Download in Documents saves the real file, and a folder's zip holds what is in it
Download in Documents has not saved a working file since the store was rebuilt in early September. Lately it saved a short error message under the file's name, so what came down…
What changed and why -
A file opened from a public link or the portal is shown, never run
A web page or an SVG drawing uploaded to Documents and opened from a public link was run by the browser as a page on JAI CRM's own address, where a script…
What changed and why -
Nobody can give a role more than they have, and a copied role keeps its place
Giving somebody a role already refused anything the giver did not hold, but changing the role itself did not, so anybody allowed to edit roles could tick anything on their own. That…
What changed and why -
Customers and vendors now open their shared files and projects in the portal
Earlier today customer and vendor logins were kept to their portal, and the portal had no way to the files you share with them or to a customer's projects. It now has…
What changed and why -
Payroll deducts PF, ESI and professional tax as your business does, and books the employer's share
The accountant's check went through expenses and payroll. PF came off every salary even at a business not registered for it, the employer's own PF and ESI were never booked, and professional…
What changed and why -
Every role that ships with JAI CRM can now do its own job
We signed in as each of the roles a business starts with and tried that job's everyday tasks. A sales executive could not convert a lead or log a visit, Accounts could…
What changed and why -
The roles that ship with JAI CRM can now be changed
The roles a business starts with, Administrator, Manager, Sales executive and the rest, opened read-only, and the only way to change one was to copy it. A copy lost its place in…
What changed and why -
A sales order now shows what was called off and what is still open
When part of a sales order is called off, the order still says what the customer ordered, and now shows beside it what was called off and what is still open. The…
What changed and why -
Quotations, proformas and orders now bill each piece of work once
The accountant's check went through quotations, proposals, proformas and sales orders. The same work could be billed twice through two roads, part invoices each carried the whole discount and freight, and statuses…
What changed and why -
Expenses and salary runs now stay in step with the bank, TDS and GST
The same check of the books went through expenses and salaries. It found places where the bank screen and the ledger could differ, a claim could be repaid twice, and TDS or…
What changed and why -
Write-offs, advances, online payments and GST figures now stay in step
The accountant's check of the books, step by step, found more places where a document and the ledger or a GST return could disagree. Each is now put right.
What changed and why -
A sent invoice is now final: edit drafts, correct with a credit note
An invoice is now edited only while it is a draft. Once it is sent, it is the document your customer holds and the one GST was told about, so it is…
What changed and why -
Bills, credit notes and TDS now stay in step with the books
A check of the books, step by step the way an accountant would work, found five places where a document and the ledger or the TDS register could come apart. A bill…
What changed and why -
Correcting a payment now corrects the invoice it pays
A payment typed as ₹10,000 and corrected to ₹1,00,000 changed the payment and nothing else: the invoice went on owing, Unapplied showed nothing, and the trial balance kept ₹10,000 against the invoice…
What changed and why -
Meet Hanu, your helper in JAI CRM, and AI credits for every AI feature
Hanu is now in every JAI CRM business. He walks a new business through setting up, with free storage for doing it; answers questions about your own work in Charcha, seeing only…
What changed and why -
Send my day: the day in figures, what is pending and why, and a schedule
Send my day in Charcha has grown into a proper daily report. It opens with the day's figures in the same blocks as your dashboard, then shows what you did today in…
What changed and why -
A deal's customer details on the Deals list and in the export
A team that works from Deals, such as telecallers whose role cannot open Customers, had no way to see who to ring: the list showed the customer's name and nothing more, and…
What changed and why -
Channel Partners, Cross-sell and Targets & Commission come with Full Suite
Channel Partners, Cross-sell and Targets & Commission were in early access, switched on by request. They now come with the Full Suite plan. A business that takes Full Suite gets them switched…
What changed and why -
A deal's expected close is set from its page
A lead's next follow-up has always been set from a card beside the lead, without opening the form. A deal's expected close now works the same way: a card beside the deal…
What changed and why -
A new quotation or invoice is yours by default
The Owner box on a new quotation, invoice, proforma, sales order, bill of supply, credit note or challan started empty, and saving it then made you the owner without saying so. It…
What changed and why -
Warnings, errors and notices on cards now show their colour
Many screens put a warning or an error in a coloured card: amber when something needs your attention, a red bar when an integration failed, violet while you are on trial. The…
What changed and why -
Badges, chosen options and highlights now show in the brand colour
Some badges, borders and focus rings asked for the brand colour without saying which shade of it, and the app only defines it shade by shade, so they drew nothing. The Default…
What changed and why -
Links in the app are blue again
On many screens, links were drawn in the same dark colour as the words around them, so nothing showed they could be clicked: a company’s website, an item’s preferred vendor, the invoice…
What changed and why -
Targets & Commission: targets, plans, approval and payroll in one place
A new module, in early access: set what each person should bring in, see progress as it happens, pay commission from real invoices and payments once a manager approves it, and pay…
What changed and why -
A finished task now shows on the lead, deal or customer it was for
Marking a task Completed on its own page, in the Tasks list, on the board or in a bulk change wrote nothing on the lead, deal or customer it was for. Only…
What changed and why -
Calendar: the list of what to show reads cleanly
In the Calendar side panel, the list under Show on the calendar let longer names such as Birthdays and work anniversaries run into the row below, and squeezed the module each greyed…
What changed and why -
A task’s Related to, Customer and Deal fields now say what they do
In Settings, Fields & rules, the help beside a task’s Related to, Customer and Deal fields was a note we wrote to ourselves while checking the wording, not the help itself. Each…
What changed and why -
Cross-sell: the next department's deal opens by itself
A new module, in early access: write a rule once, and when a tiles deal is finalised the kitchen deal opens two working days later for the kitchen team, with a first…
What changed and why -
A calendar for everything your team owes a customer
Follow-ups lived on leads, visits in Visits, meetings in a chat, tasks in Tasks and deadlines in Projects, and no calendar knew about any of them. The new Calendar module puts them…
What changed and why -
Charcha: longer notes from Charcha itself keep their lines
Charcha writes short notes into a chat itself: who started a conversation, who joined. Longer ones, such as a deal handed over to the next team with its value and site, now…
What changed and why -
Channel Partners: see what each architect and builder brings in
A new module, in early access: record which architect, interior designer, builder or contractor referred a customer, and every deal, quotation, invoice and payment that follows is credited to them.
What changed and why -
Circles and groups show who is in them again
Every card in Settings, Circles, and in project Groups said 0 members, even when people were in it. Each card now shows how many there are and the first six faces.
What changed and why -
Video meeting links from your own Google Meet, Microsoft Teams or Zoom
A meeting link no longer has to be made in another tab and pasted in. Connect your own Google Meet, Microsoft Teams or Zoom once, by signing in on their page, and…
What changed and why -
Changing what a stage means says what it would win, first
Marking a stage Deal won closes every deal already on it. Before it does, JAI CRM now says how many deals that is and how many have no value, so you can…
What changed and why -
React with any emoji in Charcha, and as many as you like
Reactions were six fixed emojis. Now a + beside them opens every emoji Charcha has, with the ones you have already put on lit up, so you can add several to one…
What changed and why -
Charcha reminders ring until you answer them, or chime once: your choice
A reminder used to beep six times and stop, easy to miss. Now it keeps ringing until you snooze it, pick a time, mark it done or close the note, and answering…
What changed and why -
A won deal asks its value; a won lead becomes a customer
Marking a deal won now always asks the value it was won at, whether you press Won on the deal or drop its card in a won column. Winning a lead opens…
What changed and why -
Charcha reminders: snooze from the note, a mark on the message, and picking a time without a second window
When a reminder rings you can snooze it for 5 to 40 minutes or pick an exact time without leaving the note. The Reminders list moves one by 10 minutes to an…
What changed and why -
Charcha follows your plugins and each person's access, and typing by voice in Hindi is mended
Something that needs a module your business has switched off now says which module it needs. A record shared in a chat shows each person only what their own role and access…
What changed and why -
On a phone, the tab you are on is always in sight
A row of tabs is often wider than a phone screen. A link that opened an exhibition on its Charcha tab, or a lead on its History, showed the row from its…
What changed and why -
Charcha: next Monday reminders, project sub-tasks from a message, and the API reference
Remind me offers next Monday and shows you, under the message, when it will ring, to change or cancel. Make a task in a project takes a milestone, a parent task and…
What changed and why -
Charcha on every lead, deal, task and invoice
Talk about a customer where the customer is: each lead, deal, task and invoice can have one Charcha conversation of its own, in its Charcha tab, with the record's card pinned at…
What changed and why -
Charcha with AI: What did I miss?, tasks from a message, the day note, and typing by voice
One press sums up a busy chat into what is for you, decided, still open and shared. AI also drafts tasks from a message and writes your day note, voice notes show…
What changed and why -
Charcha at exhibitions: a stall team channel, a live tally and follow-ups that tick themselves
A fortnight before each exhibition, Charcha makes a private channel for the stall team inside the exhibition's page, with a tally that counts itself, a closing report every show day and a…
What changed and why -
Charcha: a ring before every visit, spoken visit notes, and Send my day
A reminder before every visit with where to go and who to meet, visit notes you can speak instead of typing, and a day report put together from your work that goes…
What changed and why -
Charcha: checklists that tick themselves
A checklist in any chat. Tick items by hand, let a record tick one for you when it is sent, done or paid, or set a target for the day counted from…
What changed and why -
Charcha: make a task, set a reminder or approve, straight from a message
A message is often where work starts. Now you can make it a task, be reminded about it, share the lead or quotation it is about as a card, approve from that…
What changed and why -
Charcha: polls, voice notes, and notifications when JAI CRM is closed
Ask a question with choices and watch the votes come in, send a voice note instead of typing, and get a notification in your browser even when JAI CRM is closed. Administrators…
What changed and why -
Charcha: team chat, channels and meetings, live
Your team can now talk inside JAI CRM. Direct chats, private groups and channels, threads, files from Documents, Drive or Dropbox, meetings with a Meet, Zoom or Teams link, and broadcasts down…
What changed and why -
Revalue foreign currency balances at a month end
Accountant has Revalue currencies. Choose a date and the rate for each currency, see every open foreign invoice and bill at that rate, and post the difference as an unrealised gain or…
What changed and why -
Payments in another currency, and exchange gain or loss
A payment on a USD invoice or bill is now in USD, at the rate your bank gave. The bank gets the rupee amount, the invoice clears at its own rate, and…
What changed and why -
Stock in hand on the balance sheet
The goods on your shelves are now in the books. At each month end the stock is valued at weighted average cost and the change is booked against Changes in stock, so…
What changed and why -
Returned goods move stock on credit and debit notes
Credit and debit notes have a Goods tick. Ticked, a credit note puts the returned items back into stock when it is issued, and a debit note takes the items you send…
What changed and why -
Change several expenses, bills or payments at once
Expenses, purchase bills and both payment lists have a Change button for the rows you tick: the category and due date on expenses, the due date on bills, the mode and deposit…
What changed and why -
Reconcile your bank account from its statement
Each bank account now has Reconcile. Bring in the CSV statement from your net banking and tick off every line against a receipt, payment, expense, challan or journal. Bank charges and interest…
What changed and why -
Move money between your accounts
Bank accounts has a Transfer button: cash into the bank, the bank to a card, one account to another. It shows on both statements, in both balances and in the books, numbered…
What changed and why -
Budgets month by month
A budget now takes a figure for each month, or a year's figure spread evenly, and shows plan against actual for every month as well as the year. Adding an account to…
What changed and why -
A balance sheet in Books
Financial reports in Books has a Balance sheet tab: what the business has, what it owes and what the owners have in it, at any date. It needs no Accountant module, and…
What changed and why -
Mark GST returns filed, and the due-date reminders reach you
GST now has a Returns tab listing every return the year asks for, with its due date and whether it is overdue, due soon or filed. Mark one filed with the date…
What changed and why -
Repay an employee who paid from their own pocket
Tick Paid by an employee on an expense and it is owed to them, not to the vendor, in its own account in the books. Repay it with Reimburse, or it is…
What changed and why -
Bills and expenses that repeat
Rent, a retainer, a subscription, an internet line: set up the bill or the expense once and it is raised on its own every month. Bills arrive as drafts for the vendor's…
What changed and why -
Documents in another currency carry their exchange rate, and bank screens match the books
Choosing a currency other than rupees on a quotation, invoice, order or bill now asks how many rupees one unit is worth, filled in with the rate your business last used. Before,…
What changed and why -
Tap a field's name to type in it, and screen readers read every box
On every record form, a field's name is now tied to its box. Tapping the name puts the cursor in the box, which helps on a phone, and a screen reader says…
What changed and why -
Every notification opens its record, and old record addresses work again
Notifications about an item, a goods receipt, a stock transfer, a file, a project task, a colleague or an import opened the home page, and a purchase order link looked for a…
What changed and why -
The finance dashboard agrees with the profit and loss, the cash flow and the GST summary
Spent on the finance dashboard added up bills and expenses on the day they were entered, GST included, so a month with nothing paid could show lakhs spent. It now counts money…
What changed and why -
Invoices and bills fall overdue on their due date, and quotations expire
An unpaid invoice, bill or expense past its due date is now marked overdue overnight, and a sent quotation past its valid-until date is marked expired. The nightly check that does it…
What changed and why -
A TDS challan clears the deductions it pays, and the register picks its year
Record a challan and tick the deductions it pays; the amount follows the ticks. Deposited and Still to deposit now count the deductions a challan has cleared, so TDS deducted in March…
What changed and why -
Salaries paid from the account you choose, and a paid run can be undone
Mark paid on a salary run asks which bank account the salaries left, and a run marked paid by mistake can be undone. The finance dashboard opens for whoever has its permission,…
What changed and why -
A bill shows its payments, payments made can be corrected, and the Accountant role reads the books
A purchase bill now lists the payments that paid it, and a payment made can have its date, mode and reference corrected. The Accountant role opens the trial balance, ledgers, financial reports…
What changed and why -
Invoices, bills, payments, expenses and salaries now post to the ledger by themselves
The trial balance, ledgers, balance sheet and budgets used to read journals somebody wrote by hand, so they showed almost nothing of the business. Now every invoice, credit note, write-off, purchase bill,…
What changed and why -
Expenses are paid when you record them, blocked GST stays out of your credit, and invoices paid online are settled
A new expense asks which account paid it and records the payment as it saves, so a cab fare no longer sits as a bill to pay. Its GST can be marked…
What changed and why -
Notifications open what they are about, plus five fixes in Procurement and Books
Clicking a notification about a lead, a task, an invoice, a bill or an expense now opens it; it used to open the home page. Expenses can be approved from their list.…
What changed and why -
Debit notes become vendor credit: spend it on another bill or record the refund
A debit note is now money the vendor owes you back, the way Zoho Books keeps vendor credits. It is spent on its own bill as far as that bill still owes,…
What changed and why -
Depreciation that posts, schedules that say why, and a trial balance that can show a gap
Fixed assets now depreciate at the press of a button and can be sold or scrapped, with the profit or loss worked out. A recurring journal that cannot run says why. The…
What changed and why -
Five fixes in Books and Accountant: TDS, GST, the financial year, journal approval and exact figures
TDS a customer withholds now settles their invoice. GSTR-3B counts the IGST on exports made with payment of tax. The P&L and the GST year summary open on the current financial year,…
What changed and why -
A locked period now stays locked in Sales, Purchases and Banking too
Transaction locking offered Sales, Purchases, Banking and Everything, but only manual journals obeyed it. Now every invoice, credit note, bill, debit note, expense, payment, payroll run and TDS entry dated in a…
What changed and why -
Procurement, Books and Accountant list what you use most first
The Procurement, Books and Accountant menus now put the screens you use most at the top. Payments made is listed once, under Procurement, the way Purchase bills already is, and Export on…
What changed and why -
TDS is booked on the purchase bill, and debit notes are raised from it
A purchase bill now books its TDS when it is entered, on the value before GST, and paying the bill settles it. A debit note is raised from the bill it reduces,…
What changed and why -
A receipt for every payment, and the invoice follows
Every payment for your JAI CRM subscription now gets a receipt, emailed within a minute of it reaching us and listed under Subscription, Payments, with the exact amount, the date, how it…
What changed and why -
The Android app is for signing in
The Android app no longer has a sign-up screen. A new business signs up on the website and then signs in on the phone, with the same email and password. Everybody already…
What changed and why -
Events is now called Exhibitions
Events is now called Exhibitions: in the sidebar, on its screens, in Reports and in its PDFs. "Events" read like calendar entries in a CRM. Nothing you have moves: your cards, folders,…
What changed and why -
One list of purchase bills, in Procurement
Books and Procurement each kept a list of supplier bills, so the same invoice could be entered twice. Now there is one list, the way Tally, Zoho Books and Odoo keep it.…
What changed and why -
Events now comes with every plan that has CRM and Sales Documents
Events was early access, switched on by request. It now comes with every plan that has CRM and Sales Documents, at no extra cost, and it is already switched on for businesses…
What changed and why -
The Android app shows your subscription; plans are bought on the web
Ahead of JAI CRM arriving on Google Play, the Android app no longer sells anything. It still shows your plan, its status, what you are using and every invoice. Choosing a plan,…
What changed and why -
Settings in one place: search, groups, and a layout of your own
Settings opens on one page now: every setting you may change, in nine groups, with a search that knows what things are called and the settings you use most. Arrange it by…
What changed and why -
From a lead's accepted quotation to the invoice, with no deal question on the way
Marking a lead's quotation accepted asked to convert the lead, then sent you to the lead's own Convert window, which asked about opening a deal in the middle of invoicing. Now the…
What changed and why -
Two documents saved at the same moment no longer clash over a number
When two people saved an invoice, quotation, proposal or any other numbered record at the same moment, both could be given the same number, and the second save failed with "That value…
What changed and why -
Proposals: charts, text boxes, columns, and opening a Word document
A proposal's pages now take a bar, line or pie chart made from a grid of numbers or a paste from Excel, a text box with a fill and an edge, and…
What changed and why -
Proposals: signatures, products and services, earlier versions, and the quotation that follows
Proposals now carry signatures: yours or the organisation's, and the client's, drawn on their phone when they accept. List the products and services a proposal offers and have a costing approval apply…
What changed and why -
Proposals: write a designed offer on your letterhead, send it, and see when the client opens it
A new sales document for the offer a price alone will not win. Create one from a lead, customer or deal, write it in a full-screen designer like Google Docs on A4…
What changed and why -
Money paid on a retainer invoice can now be applied to the invoices that follow
A retainer invoice is an advance for the invoices that follow, and the money could never reach one: a payment on a retainer counted as spent on the retainer. Now it is…
What changed and why -
Each recurring invoice opens on its own page, and resuming one never raises a date twice
Pressing a recurring invoice in the list opened a page saying the document no longer exists. Each arrangement now has its own page. And resuming one restarted it from today, so an…
What changed and why -
Integrations have their own place in Settings, and come free with every plan
IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox are integrations now, not plugins. They have their own entry in Settings, cost nothing on any plan, and each is on wherever the…
What changed and why -
Filter the audit log by module, person, action, record, automation and IP address
The audit log keeps its look and gains its filters: module, type of record, what happened (signed in, updated, deleted and the rest), user, done by a person, an API key or…
What changed and why -
A time on due dates and follow-ups, and reminders at that time
Due dates and follow-ups can now carry an hour, for everybody: tasks, lead follow-ups, project tasks and projects. With one they turn overdue once the hour has passed on the workspace's clock,…
What changed and why -
An Additional details tab on leads, customers and vendors
The extra numbers and emails, and a new More details field, have a tab of their own on the lead, customer and vendor form and record, so the everyday form stays short.…
What changed and why -
Card scanning: every field in its place, QR codes, the back, and voice notes written out
A scanned card now holds every detail on it, from a fourth mobile to the whole address, and filing it puts each one into the field that means the same on the…
What changed and why -
Business cards scanned at events are now read by AI
Cards scanned at events are read by an AI model when one is available: your own key if you set one for cards, otherwise the AI included with your workspace. It copes…
What changed and why -
Download any event's report, or the report of all your events, as a PDF
Each event's Report tab, and Reports, Events for all of them, now has Download PDF. The file carries the same figures as the screen, exact to the paisa and with and without…
What changed and why -
Every record opens like a lead, and every document shows where it is
The lead page layout is now on customers, companies, deals, tasks, visits and warranties: a cleaner header with when it was created, the details in titled sections, the latest comment and Mark…
What changed and why -
Read-only now means read-only: marked or shared to read, a record can be seen and not changed
Mark to keeps a colleague informed, and a read-only sharing rule lets people see records. Until now both could still call off planned calls, delete files, comment and convert. Now they can…
What changed and why -
Everything still to do on a lead, late ones first, and each one opens
A lead's Overview now ends with Next actions: the follow-up, open tasks, planned calls, meetings and visits, grouped by kind, overdue first in red, today in amber, then by date. Every line…
What changed and why -
Why leads are lost, and quoting a lead before it is a customer
Marking a lead lost asks why, from a list you control, with a remark; a new report shows why leads are lost. A lead has a Quotations tab again, and turning its…
What changed and why -
Move a lead's stage and set its follow-up from the lead itself
A lead's page now shows every stage in a line you can press, keeps the next follow-up beside the lead on every tab (red when it is late, amber on the day),…
What changed and why -
On a phone, the Most popular label on the sign-up plans no longer covers the price
On the Choose a plan step of signing up, the Most popular label was held on the same line as the plan name. On a phone that squeezed the name onto two…
What changed and why -
Ask for your account, or your whole workspace, to be deleted from inside the app
On the Security tab of Account and security, a member can now ask for their account to be deleted, and the owner for the whole workspace to be closed. We confirm by…
What changed and why -
Deal stages say won, lost or still open, on the list as well as in pipelines
The Deal stage list in Fields & rules now shows what each stage means, as the lead stage list does. Change it there or in Sales pipelines and the deals already on…
What changed and why -
Every bulk email carries an Unsubscribe link
Each email sent to many people now ends with an Unsubscribe link and carries the one-click unsubscribe header mail programs show beside the sender. Whoever presses it is skipped by your later…
What changed and why -
Email many leads, customers or vendors at once, now or at a time you choose
Tick people on the Leads, Customers or Vendors list, write one email or start from a template, and each of them gets their own, with their name, company and account manager filled…
What changed and why -
A lead converted to a customer keeps its company
Convert to customer on a lead’s own page made the customer without the company typed on the lead. The convert window now asks which company, and says before you press Convert whether…
What changed and why -
The POS Menu search finds items, and an expense can be given a category
Typing in the search on Point of sale, Menu now narrows the list, and the Menu shows the whole catalogue rather than the newest 30 items. The Category box on an expense…
What changed and why -
Choose who sees the contacts on a company page
A company with customers looked after by different salespeople no longer has to show everybody’s contacts to everybody. Each business chooses, in Data sharing settings. And a customer’s Company box keeps showing…
What changed and why -
What you type stays put when something else is saved
A form you are part way through no longer jumps back to the saved copy when something else is saved: a logo upload, another card on the same page, a test email,…
What changed and why -
Add contacts and customers from a company, and type a new company as you go
Contacts can now be added from a customer or a company, and open when pressed instead of showing a page that does not exist. A company page adds customers with the company…
What changed and why -
Stock keeps its value when it moves, and each Shopify location gets its own warehouse
Moving stock between warehouses no longer drops its value: it arrives at the cost it left at. The Shopify stock push now pairs each Shopify location with a warehouse, and an item…
What changed and why -
Bank accounts in Settings, on every plan
Settings, Business profile now has a Bank accounts tab. Add the account your customers pay into on any plan, Books or not, and it prints on quotations, proformas and invoices. Where Books…
What changed and why -
Key and token boxes no longer fill in your password, and Shopify saves each card
The boxes that hold a token, a key or another system’s password no longer let the browser fill in your saved sign-in password, or offer to suggest one. Shopify checks a token…
What changed and why -
Advanced search finds the record you choose, and a scheduled email goes once
Choosing a customer, lead, vendor or company under Filed on in the mail panel’s advanced search now keeps the name and finds every email filed on it, sent or received. A scheduled…
What changed and why -
A mailbox like Gmail: drafts, conversations, reply all, forward and Trash
The mail panel now looks and works like Gmail. Folders down the side, a list you can page through and search in detail, whole conversations with Reply, Reply all and Forward, a…
What changed and why -
Write a new email with AI, and it asks which record when an address is on two
Say what an email is for and Compose writes it, from what the CRM holds on the person you are writing to. When an address belongs to two or more records, both…
What changed and why -
Email attachments you can open again, and the PDF of every document you send
An email opened in JAI CRM now lists what was attached, with Download. The PDF of a quotation or invoice sent from the CRM is kept with the email, and the file…
What changed and why -
Send a document: the PDF attached, your template written, and a button to open it
Send and Save and send now open an email window. The document goes as a PDF, your template is already written with the number and amount in it, more files can be…
What changed and why -
Notifications: test mode that holds, pause and delete in the queue, and an on/off switch on every template
Test mode now does what the screens said it did. Addresses that can never receive email are skipped, and a refused message is no longer tried again every hour. Queued messages can…
What changed and why -
Events: the return with and without GST, linking a card to somebody you have, and tags on older records
The return on every event is now shown with GST and without it. A card that matches somebody you already have can be linked to them in one press. And records filed…
What changed and why -
Events: every rupee exact, credited to whoever met them, and the people who came back
Event reports now show every amount to the paisa, with and without GST. Each person's cards, deals and money add up to the event, with the actual records a click away. The…
What changed and why -
Event reports: what every stall was worth, and which to book again
Every event now has a full report: spend against money received month by month, the journey from card to cash, follow-up and the team. And a new Events dashboard in Reports ranks…
What changed and why -
Documents, redesigned to work on a phone
The company file store now fits a phone properly: one picker instead of six rows, tags that wrap, a row per file with one ⋯ menu, and columns that appear as the…
What changed and why -
Send email is switched off for an address that cannot receive mail
Before you write to a lead or customer, JAI CRM checks that their address can receive mail at all. A mistyped domain, one with no mail server, or a .test name now…
What changed and why -
Save sits at the top in Settings, and stays there as you scroll
Save changes and Save order in Settings moved from a bar along the bottom to the top of the page, where they stay under the top bar as you scroll.
What changed and why -
Dashboard figures were hidden under their own footnote
For a few hours after the quick bar came on for everyone, the figure cards on the dashboards showed their footnote over the figure. Fixed, and no figures were wrong.
What changed and why -
The quick bar is on for every business, switched in Modules & menu
The bar of your most used screens along the bottom is now on for every business and plan. One tick in Settings → Modules & menu switches it off or on for…
What changed and why -
On a phone: the Appearance icon is back, and the sidebar shows your business in full
Three phone fixes: the Appearance palette is back in the top bar, the business switcher and Settings no longer slip under the browser's toolbar, and a wide logo no longer cuts your…
What changed and why -
A quick bar along the bottom, with the places you go most
Keep your most used screens one tap away in a bar along the bottom of the page, on a phone or a computer. Press and hold any icon to add, remove and…
What changed and why -
Email from a lead or customer goes only to their own address
Send email on the Activity tab stayed on for records with no email address, and any address could be typed in. Both are fixed: email from a record goes only to its…
What changed and why -
Every module and screen in the sidebar has its own icon, and you can change it
Leads, deals, invoices, warehouses, payroll and every other screen in the sidebar now has an icon of its own instead of a dot, and you can change any of them in Modules…
What changed and why -
A role now replaces a person's own permissions
Somebody with a role now gets exactly what the role gives. Their own permissions apply only when they have no role, and are never changed by ticking or unticking one.
What changed and why -
Six styles for the whole suite, with your own bar and page colours
Appearance now starts with a style that changes how the whole suite is drawn, then lets you colour and shape the sidebar and top bar, set the page background and your primary…
What changed and why -
A person's access can no longer be taken away by one press
On a person's Permissions tab, the module button that read Clear took away everything their role gave. It is now three plain buttons, and No access asks twice.
What changed and why -
A collapsed sidebar shows the logo alone, and the logo opens it
When the sidebar is collapsed it now shows the logo mark alone, and pressing the logo opens the sidebar again.
What changed and why -
The Also assigned column is now called Marked to, matching the form
On the leads, customers, deals and tasks lists, the column that showed the people kept in the loop on a record is now called Marked to, the same name as the field…
What changed and why -
Saving a person with a role works again, and a new person can have their own permissions
Opening a person in Settings > Users showed their roles unticked, and saving them failed with "One of those roles no longer exists". Both are fixed, and the Permissions tab now works…
What changed and why -
Appearance: ready-made looks, a glass sidebar and top bar, and templates you can save
Choose a ready-made look or set each part yourself: colour, gradient, a glass sidebar and top bar, and the page behind your work. Save what you like as a template and use…
What changed and why -
The Business overview and Customers are back to their familiar look
The crystal design trial has ended: the Business overview and the Customers list are back to the look you know.
What changed and why -
A first look at the crystal design, on the Business overview and Customers
The Business overview and the Customers list are the first two screens in a new crystal design: frosted glass panels over a soft, colour-lit background.
What changed and why -
Choose your colour: twelve themes, or a colour code of your own
The Appearance panel now has twelve colours to choose from, gradients and solids, and a colour code of your own, as well as light, dark and system.
What changed and why -
Sidebar counts now show only what each person can open
Somebody allowed only their own leads saw "1 lead" on the list and 10 beside Leads in the sidebar. Every count in the sidebar now follows the same access as the list…
What changed and why -
Dark mode: light, dark, or follow your device, and a clearer notifications panel
Every screen in JAI CRM can now be dark. Each person chooses light, dark or their device setting, the business chooses what everyone starts with, and the notifications panel has been redrawn.
What changed and why -
Every list in the Leads layout: one header row, plain icons, tooltips and compact phone cards
The layout the Leads list got this morning now runs every module: one header row, plain icons that explain themselves when you point at them, a round plus for New, and compact…
What changed and why -
A cleaner top bar on every screen: plain icons, a plus for New, and you on the right
The top bar is lighter on every screen. Your own account sits behind your picture at its right, and the sidebar ends with your business and a Settings icon, side by side.
What changed and why -
Leads list: the header holds still, the page sits closer to the edges, and the table is square
Switching the Leads list between List, Kanban and Pivot made the header jump, and the information panel was cut off. Both are fixed, the grey margin is halved and the table now…
What changed and why -
The Leads list shows more leads: one header row, and compact cards on a phone
The Leads list spent the top third of the screen on its title and toolbars, and a phone showed one and a half leads. The header is now one row, and a…
What changed and why -
Tally link, in early access: send sales, purchases and payments to TallyPrime
Invoices, bills and payments raised in JAI CRM can now reach your books in TallyPrime without being typed twice. It is in early access: we are switching it on for a few…
What changed and why -
Invitation links now say what actually went wrong
Opening an invitation link showed "That invitation has expired" whenever anything went wrong, even when the invitation was perfectly valid. The page now says what really happened.
What changed and why -
GST now reads the state however it was typed, and branches invoice under their own GSTIN
Whether a sale is charged CGST and SGST or IGST depends on two states: yours and your customer's. Several places could not read a state typed as a word, and some invoices…
What changed and why -
The Payments menu now appears for everyone who may record payments
People with the Accounts or Bookkeeper role could record payments but could not find them in the menu. The Payments entries in Books now follow the permission the screen actually uses.
What changed and why -
Counter sales now read as paid, and every document goes out with the right status
A sale paid at the counter was recorded as paid but the invoice still said the full amount was owed. It now reads as paid, and a refund at the counter settles…
What changed and why -
Taking access away now works, for a role or for one person
Unticking something on the Administrator or Manager role saved and changed nothing, and there was no way to give one person less than their role. Both now work, and nobody's access changed…
What changed and why -
Shopify orders now arrive the moment they are placed
Shopify tells us about a new order the moment it is placed. That message was being turned away, so orders waited for the next scheduled sync. It now arrives straight away.
What changed and why -
Just Dial leads now arrive as leads, the moment they are made
Switch on Just Dial, give the link to your Just Dial relationship manager, and every lead from your listing arrives here within seconds, assigned and ready to call.
What changed and why -
Every inventory screen now exports, with every id
Eleven inventory screens had no Export at all. Now every one has, and each file gives the item, warehouse, bin, batch, vendor, category and person behind every row as an id and…
What changed and why -
Download PDF now looks exactly like Print
Print and Download PDF used to give you two different documents. Now both, and the bulk download, come from your document template. Change the template once and every copy follows.
What changed and why -
Page numbers and a running header on every document
A quotation with twenty-five items runs onto a second page. Every page now says which page it is and whose it is, and a loose second sheet still says what it belongs…
What changed and why -
Payment details on every plan, and a UPI QR on your invoices
Your customer can now scan and pay straight from your invoice. And a business without the Books module can finally put its bank details on its documents.
What changed and why -
A recycle bin: restore what was deleted for 60 days
Deleted the wrong lead? It is no longer gone. Leads, customers, companies, contacts, deals, tasks, visits and your own modules now wait in a recycle bin for 60 days, and come back…
What changed and why -
Once a lead becomes a customer, the work belongs to the customer
A lead that became a customer could still be edited, and new tasks could be added to it, which counted as lead work in your reports. Converted leads are now read-only history,…
What changed and why -
Deleting a lead takes its tasks with it; a customer with documents is kept
Deleting a lead used to leave its tasks and visits behind, still open and still reminding people. They now go with the lead, and anything a customer was sent keeps that customer…
What changed and why -
Saved views now save, and bring back, everything on screen
Picking a saved view changed its name in the button and nothing else. Saving one forgot whether you were on the board or the pivot. Both now work, in every module.
What changed and why -
Every export now carries ids and names, ready to import back
A deal export used to show the customer as a long random number and no company at all. Every linked record now comes out twice, as an id to import against and…
What changed and why -
Storage: personal limits that work, asking for more, and a full report
Give each person a share of your storage, let them ask for more in one tap when it runs out, and see exactly what is taking the space, down to the file.
What changed and why -
Converting a quotation does what it says, and follows your settings
An accepted quotation had a Convert button that only changed its label and then blocked the real conversion. It is gone. And invoicing in instalments now follows the route you chose for…
What changed and why -
The card reader is faster, and keeps phone numbers and emails
A card now starts being read the moment its photograph arrives, and numbers and email addresses printed small or faint are kept instead of thrown away.
What changed and why -
The Delete button works, and the leads board counts the same leads as the list
Tick a few records and press Delete: it now deletes them. And the leads board no longer counts leads that have already become customers.
What changed and why -
Photograph a card, check it, keep it
Photograph a card and the app now opens it straight away. Check what was read, fix anything that is wrong, choose whether it is a lead, a customer or a supplier, and…
What changed and why -
The card reader reads what a phone actually sends
Some cards came back empty, and some came back wrong. The reader now copes with a card lying sideways, a patterned tablecloth behind it, and names with a middle initial. It also…
What changed and why -
“Their own records” now means their own records
In Roles you can say a person sees only their own records. For activities, POS sales, POS shifts and timesheets, that setting was saved but not applied. It is applied now, so…
What changed and why -
What an event returned is now counted from the invoice
The return figure on an event looked for invoices attached to a deal. Most businesses raise invoices straight to the customer, so it found nothing and showed nothing. Each invoice now remembers…
What changed and why -
The card scanner, rebuilt as a drive
Everything about the card scanner has changed shape. An event is a folder you open and the cards are what is inside it. You can search every folder at once, by typing…
What changed and why -
A camera that knows it is looking at a card
Scanning used to hand you over to your phone's own camera app: no guide, no idea whether the card was framed, and a twelve-megapixel picture of a countertop with a card somewhere…
What changed and why -
The card scanner was being handed sideways photographs
Scan a card and the name came back wrong, the telephone number backwards, and the email address missing entirely. It was tempting to blame the reader and buy a better one. The…
What changed and why -
A removed person can be added again, and an invitation says what is actually wrong
Remove somebody from your workspace, then try to add them back with the same email address, and it refused: Could not save. That value is already in use. In use by whom?…
What changed and why -
Converting a lead no longer leaves its work behind
You convert a lead into a customer, open the customer, and the three tasks somebody had set for it are gone. They were not deleted. They were still attached to the lead,…
What changed and why -
The photographs come back
A photograph attached to a lead showed a grey icon and a filename. Inside the Android app it was worse than that: no picture loaded anywhere in the product, including your own…
What changed and why -
It stops asking you to sign in
Opening the app asked for your email and password, every time. The thirty-day credential that exists to stop that was being destroyed by anything that failed once: a restart, a tunnel, a…
What changed and why -
A counter that sells, takes the money, and moves the stock
A shop counter, sold as an add-on. It ends as an ordinary sales invoice, because a till keeping its own set of books is the one mistake this could not come back…
What changed and why -
A daily assignment cap reset at half past five in the morning, not at midnight
A cap the screen calls “per day” counted the day as UTC keeps it, which here begins at half past five in the morning. Everything assigned overnight counted against yesterday, and overnight…
What changed and why -
Assignment has its own section now, with a page for each of the thirty-nine modules
Assignment was seven pages buried under CRM, which was where it started and stopped making sense the day it reached thirty-nine modules. It is now a section of its own: every control…
What changed and why -
Assignment rules now cover thirty-nine modules, and know what to do when everybody is full
Twenty-three modules could be routed by a rule and thirty could not, and the difference was never a decision anybody made. It was whichever tables happened to record an owner. That is…
What changed and why -
An assignment rule can now act when a record is corrected, and five more modules can be routed
Assignment rules only ever ran the moment a record was created. So a lead logged as a walk-in that turned out to have come from an ad stayed where it was, however…
What changed and why -
A new lead no longer belongs to whoever happened to create it
Until now the owner of a new record was whoever created it, which is right when somebody types a lead in after a call, and wrong for an overnight import or an…
What changed and why -
A document with two GST rates printed a tax line whose rate did not produce its own figure
If an invoice carried items at two different GST rates, the totals block showed a single tax line, with one rate against the total of both. The arithmetic never matched, and it…
What changed and why -
Two whole modules, written properly, with the screenshots taken from the running product
Sales documents had eight pages and vendors had four. They now have twenty-two each, written at the depth somebody actually needs when they are stuck, including the parts of the product that…
What changed and why -
Every document scrolled sideways on a phone, hiding the amount
On a phone the amount column sat off the right edge of the screen: the one number you open a quotation to read, on a different screen from the line it belongs…
What changed and why -
Your storage figure read nothing at all, and now says where the space went
A workspace holding 6 MB was told it was using “0 GB of 5 GB”. The number had not disappeared. It was rounding itself away. It reads properly now, and explains itself.
What changed and why -
A proforma to pay against, and a tax invoice once you have
An invoice should describe money that actually arrived. A bank transfer needs a document to quote. Both are true, and the answer is the one Indian practice has always used.
What changed and why -
An unpaid module now costs you the module, not the account
Falling behind on a module you bought used to suspend the entire workspace. Now it switches that module off and leaves everything else alone, and paying switches it straight back on.
What changed and why -
Two reports over the same invoices gave two different totals
One report answered gross and the other net, with nothing on either saying which. That is the kind of disagreement that stays quiet for months, because both numbers look perfectly reasonable on…
What changed and why -
Every list showed the wrong account owner
Two opposite symptoms, one cause: the lists were reading who owns a record from somewhere other than the record. Nothing was ever assigned to the wrong person, but for a long time…
What changed and why -
A trial that ends, and a lock you can undo yourself
A trial that ran out carried on working, and the Add storage button granted storage to workspaces that had never been invoiced. Both are closed, and closing them without locking anybody out…
What changed and why -
Importing a spreadsheet with an owner column failed on the first row
Any import that mapped a column onto a person died on the first row with a server error. Nobody puts an internal id in a spreadsheet, so the importer now reads the…
What changed and why -
Storage that is actually enforced, and plans priced per user
The old plans printed storage caps the product never once applied. Storage is now counted, enforced, allocatable per person, and sold as a tier. The plans behind it are priced per user.
What changed and why -
An “i” beside every setting that needed one
Documentation you have to go and find is documentation nobody reads. There is now an “i” beside the settings whose consequence is not obvious: one sentence, where you are standing.
What changed and why -
Four buttons in Fields & rules did nothing
Hiding a field answered "Please check the highlighted fields" and highlighted nothing. So did renaming, reordering and deleting. All four were the same fault, and all four now work.
What changed and why -
Every setting now has a page explaining it
Seven settings screens had no documentation at all, including the ones that take money and the ones that can take a storefront down. All seven are written, with screenshots.
What changed and why -
A message with a file attached never arrived
Attach a quotation, press Send, and it failed, with an error naming a file that was sitting exactly where it should be. Not a new fault: no message with a file attached…
What changed and why -
The app never mentioned that a newer one existed
The app is not a shortcut to the website. It carries the whole product inside it. So everything we shipped reached your browser and not your phone, and nothing said so.
What changed and why -
Email now goes out as you, and comes back to the record
Every message the product sent went out from our address with your name buried in Reply-To. Connect your own mailbox and it goes out as you, and the reply comes back, onto…
What changed and why -
No quotation, invoice or sales order could be raised at all
Quotations, invoices and sales orders all stopped saving at once, with “that value is already in use”. This one was ours, introduced yesterday, and here is exactly what happened.
What changed and why -
The link you send a customer was missing the half they pay from
You send a customer a link to an invoice. The PDF of that invoice has your logo and your bank details on it. The link did not, on every document left on…
What changed and why -
The schedule that runs while nobody is watching
A recurring invoice is raised at a quarter to one in the morning. Five things were wrong with that, and every one of them was quiet by nature.
What changed and why -
What writing the manual turned up
We documented eight settings screens, and the fact-check raised 104 possible faults. Sixty-one survived two independent reads. Here is what the serious ones were.
What changed and why -
Six controls that took your answer and dropped it
A rule that said “only over one lakh” governed every invoice. A calculator showed ₹0.00 whatever you typed. Terms printed on the paper copy and vanished on the link you sent the…
What changed and why -
A module you built yourself could be given to nobody
Build yourself a module, open Roles, tick it for your sales team, press Save, and the save is refused, naming a module the screen had just drawn for you.
What changed and why -
The permissions manual, checked line by line
Eight pages covering the part of the product people get wrong most often, and three bugs found while writing them, because a page has to name the screen you use and twice…
What changed and why -
Three settings the product asked for and gave you nowhere to answer
Three things the product needed to know, took correctly when told, and gave you no way to tell it. One of them quietly made every multi-branch business behave like a single-branch one.
What changed and why -
Mark to picked people, and marked nobody
You picked three colleagues to keep in the loop, pressed Save, and the record saved. Nobody was marked. Nothing failed, nothing was refused, and the field was empty again when you came…
What changed and why -
The little “i” was showing our notes instead of the help
The “i” beside a field was meant to say what the field does. On twenty-eight of them it said things like “Restore ‘and no average cost yet’”, an instruction to ourselves, printed…
What changed and why -
The packing run made you retype your boxes every single time
The 3D packer could remember your cartons all along. Nothing in the product ever let you add one, so every packing run started by typing the warehouse’s boxes in from memory.
What changed and why -
A station could be added and deleted, never corrected
Delete rightly refuses once a station has job cards. With no way to edit either, an hourly rate typed wrong on a station that had been used could not be corrected at…
What changed and why -
A plan changed in the morning was back to its old numbers by lunch
The pricing page was blamed for not reflecting plan changes. It could not reflect what the platform was no longer holding: the seed was writing its own numbers back over yours on…
What changed and why -
A bill of materials was also called a blueprint
The menu said Bills of materials. The field on a manufacturing order said Blueprint. One refusal managed both, and sent you to find a thing under a name it was not filed…
What changed and why -
Making things, when it takes more than a moment
An assembly is one act. A shirt cut on Monday and sewn on Tuesday is not, and on Tuesday afternoon the cloth is neither cloth nor a shirt.
What changed and why -
Nothing reaches the shelf unchecked
Without a gate, a run that finishes puts whatever came off the line onto the shelf, and the first person to find out it was wrong is the customer.
What changed and why -
What actually went in the box
Between "the customer ordered six kettles" and "a courier took them away" is a job nothing here recorded: somebody at a bench putting four in one carton and two in another.
What changed and why -
Stock adjustments get their own pages
A cycle count across six serial-tracked items opened six choosers inside one pop-up. That is a scrolling box inside a scrolling page, with Save somewhere below the fold.
What changed and why -
Who actually signed for it
A transfer records which login sent it and which took it in. Those are sessions. The driver who takes a pallet away and the storeman who signs for it are usually neither.
What changed and why -
A dialog works for two lines and falls apart at ten
Raising a transfer was a pop-up. That is fine for two lines and unusable at ten: a scrolling box inside a scrolling page, with the Save button somewhere below the fold.
What changed and why -
Three went out, two arrived, and nothing said which
A transfer reading "sent 3, received 2" showed three serial numbers in a row and left somebody to work out which one was missing, the single fact the record is opened for.
What changed and why -
Two of three arrived and there was nothing to click
A warehouse taking delivery of two boxes out of three had no way to say so. The transfer sat in transit, which after a few months looks exactly like a lorry still…
What changed and why -
A shop invented a product and the catalogue adopted it
Somebody adds a product in a shop admin at midnight. The sync found nothing matching it here and created it, which is how a catalogue ends up with two of the same…
What changed and why -
An export was charged CGST and SGST
A customer in Singapore, marked overseas on his own record, was charged CGST 9% and SGST 9%. Three faults sat behind that, and the third one meant an invoice sent last year…
What changed and why -
Stock moved and the serial numbers stayed behind
Move a hundred serial-tracked machines from Mumbai to Jaipur and the quantities were right, while the register went on saying all hundred were still in Mumbai. Four paths had the same fault.
What changed and why -
What this customer pays, instead of the rate card
A retainer client on ten per cent off. A distributor on their own prices. A rate that drops when the quantity reaches fifty. All of it agreed once, and then applied by…
What changed and why -
The serials tab said none while two were in stock
An item with two serials in stock read "No serials recorded", and then refused to add them, correctly, because they were already there. The error was right and the screen underneath it…
What changed and why -
One thing made of several: kits and assemblies
A gift box of three cosmetics sold as one line. A table built from legs and a top. Both are one item made of several, and the difference between them decides what…
What changed and why -
Subscriptions: money that arrives again next month
An AMC, a gym membership, a hosting plan, a water delivery, a design retainer. The same arrangement whatever the trade, so it is one module, and the invoices raise themselves.
What changed and why -
A warranty register that writes itself
Set a warranty period on an item, and selling it raises the warranty on its own, dated from the invoice, one per unit, with a report of what is about to run…
What changed and why -
More than one business, on one sign-in
The business name at the foot of the sidebar was the only thing telling you which company you were in, and it was not clickable. It is a menu now.
What changed and why -
Google Drive and Dropbox files, inside Documents
The drawing lives in Drive, the rate card lives in Dropbox, and the deal lives here. Now the deal can point at them instead of holding stale copies.
What changed and why -
A crash showed a white page and said nothing
No message, no back button, nothing in the sidebar. Refreshing sometimes helped, which made it look intermittent rather than broken.
What changed and why -
Only administrators could raise a quotation from a record
The dialog opened with no fields in it, so nothing could be filled in and nothing said why. It affected every quick-create in the app, not just documents.
What changed and why -
API keys you could create but never use
Three faults in one screen, each of which quietly made the next one impossible to notice.
What changed and why -
JAI CRM in Google Sheets, both ways
A spreadsheet is where half this work still happens. Now it can be the same data rather than a copy of it.
What changed and why -
The Accountant module had no page on this site
Four places on this site listed the modules and all four had drifted to different lengths. One of them was missing a module entirely.
What changed and why -
The site stopped animating at you
Three animation libraries to fade paragraphs in as you scrolled past them. Two of them were also hiding things that should have been on the screen.
What changed and why -
Every record was called “Business overview” on a phone
A record lives at the singular of its list, and nothing in the menu could see that. So the phone announced the dashboard on every page in the product.
What changed and why -
A chart that reads in rupees
The same number in two languages, on the same card. One of them was not the one anybody uses.
What changed and why -
A card you can move with your thumb
A card that moves sometimes is a card that does not move. Now it has a handle, and the handle is the one part that does not scroll.
What changed and why -
Raise an invoice from your pocket
A rate you have to scroll sideways to reach is a rate on a different screen from the thing it is the rate for. That is not a line you can check.
What changed and why -
The suite, rebuilt for the phone in your pocket
A layout that does not break is the floor, not the goal. Four things here did not work on a phone at all, and nobody had noticed because nobody tries to run…
What changed and why -
A menu that opens beside the icon you are pointing at
The further down the icon, the further its menu appeared from it, and the last few could not be used at all.
What changed and why -
The follow-up marks were missing from vendors
A vendor could have a visit planned against it, and its list would never say so.
What changed and why -
Every default date was yesterday’s until half past five
Raise an invoice at four in the morning and it was dated the day before. Once a month that lands in the previous month.
What changed and why -
Sorting a column three times turns it off
Once you had sorted by Owner there was no way to stop sorting by Owner.
What changed and why -
Visits: proving you were there, not saying so
A visit somebody types the address of is a claim. One with coordinates on it is a record.
What changed and why -
A call you can actually clear, and it asks what was said
An action that reads like the prose around it is an action nobody presses.
What changed and why -
A frozen column that actually stays in front
Pinning is a promise that the column stays put while the rest slides under it. It was breaking that promise twice.
What changed and why -
A calendar and a telephone, on the row that owes them
The list could tell you what stage a lead had reached. It could not tell you that you owed them a call on Thursday.
What changed and why -
Overdue in red, due today in orange, still ahead in nothing
A list where every row is coloured is a list where colour says nothing. So only two states get one.
What changed and why -
Shopify, both ways, and the invoice it deliberately does not raise
A shop order is paid at the checkout. Raising an invoice for it here would put the same sale in the books twice.
What changed and why -
Items get photographs, categories, a stock figure and variants
A stock figure people can set, recorded as a movement with a reason, so it can never drift from the ledger behind it.
What changed and why -
Raised from a lead, and then gone
A quotation is often the reason a lead becomes a customer. Raising one from the lead created it and then lost it.
What changed and why -
An item gets a page of its own
Half of what there is to know about an item had no room in a panel down the side.
What changed and why -
IndiaMART enquiries, arriving as leads
Switch it on in Plugins, paste the key from Lead Manager, and enquiries stop living in a separate inbox.
What changed and why -
A quotation that said you were owed ₹418
Nobody owes anything on a quotation. The software thought otherwise, and once an order was billed it counted the same money twice.
What changed and why -
The vendor desk: a pipeline that moves itself, and a block that blocks
Two of the seven stages were never decisions anybody makes, and both were being asked of a person.
What changed and why -
One row, one answer
The sidebar said "All vendors" and left the rest to a filter. Three menu rows were called Purchase orders. Two screens edited the same lists.
What changed and why -
Purchase orders that open, and a status that means something
Every row in the purchase order list navigated to an address no route matched, and the status said "received" when the question was whether it had been paid for.
What changed and why -
A bill you could not open, and comments on everything
Convert an order to a bill and the bill was stuck: it could not be opened, so it could not be paid, and the money owed was invisible.
What changed and why -
A line that said nought per cent while charging eighteen
The box said GST 0% and thirty rupees of tax went on a hundred. The screen and the arithmetic disagreed, and only the arithmetic reached the customer.
What changed and why -
Columns you can actually move, and taxes you pick rather than type
The columns were sortable in principle and immovable in practice: everything was in place except the part that joins in.
What changed and why -
What the tests found once they could run
The suite could not run at all for want of a database. With one, it found a quotation that could be sold twice.
What changed and why -
Journals that post themselves, and budgets measured against the books
The rent accrual, the depreciation charge, the salary posting: typed out afresh every month by somebody who has typed them out eleven times already.
What changed and why -
The books now say what actually happened
A voided invoice was still owed. A credit note never reduced the profit. A partly credited invoice quietly left the GST return. Same mistake, three places.
What changed and why -
An accountant’s module: journals, a chart of accounts, a trial balance
Depreciation, an accrual, an opening balance, a correction: none of them had anywhere to go. Now they do, and you can take a trial balance of the result.
What changed and why -
Vendors get a module, and the reports learn about money
A vendor was somebody to raise a purchase order against. That is the last step of a relationship, not the whole of it.
What changed and why -
Three more kinds of invoice, and one you can give up on
A retainer, a subscription, a rent. An advance before the work. A supply that carries no GST. And an invoice nobody is ever going to pay.
What changed and why -
Somebody else has to agree
A discount over ten per cent, an invoice over a lakh, every purchase order, whatever your business actually checks before it goes out.
What changed and why -
Invoice a quotation in instalments
A long job is not paid for at the end. A business that waits until the end funds its customer's project out of its own bank account.
What changed and why -
Proforma invoices, and an order that can change its mind
Everything an invoice is, except owed, plus ordering what you have promised and do not have, and calling off the four of ten a customer no longer wants.
What changed and why -
One quantity, not two boxes
Two equal boxes side by side, neither saying what it was for. One is five; the other is what five of them are.
What changed and why -
Sections that move, icons to pick, and a module you could not use
A module you defined yourself was the one module you could not add anything to: refused by a check that asks whether the product ships it.
What changed and why -
A sidebar you can actually arrange
Dragging Customers above Leads did nothing. Every time, for everyone, since the screen was built: the save was answering an error nobody read.
What changed and why -
A module for the thing we did not think of
Every business keeps a list the product never thought of. The answer used to be to bend Leads into that shape, which works until the day somebody wants both.
What changed and why -
Tags you can see, apply in bulk, and fix everywhere
The tag box was there. What was missing was everything around it: no list showed tags, nothing suggested one, and a typo could not be fixed once it had spread.
What changed and why -
Books that add up: no missing numbers, nothing left orphaned
A quotation, a sales order and an invoice are one commitment at three stages. Until now the moves between them were only loosely held, so a number could go missing and an…
What changed and why -
Filter on anything, including the fields you added yourself
A filter that offers four of a form's twenty fields is a filter you work around. And a status list that fits one project rarely fits the next.
What changed and why -
Every project's tasks in one list
Tasks could only be seen inside the project that owned them, so the ordinary question (what is on me this week) meant opening every project in turn.
What changed and why -
A date field that offers a date, and a login the app can finish
Two faults with the same shape: a field that looked right and was not wired to what it claimed to be.
What changed and why -
The menu on a phone fits the phone
Opening a section made the menu taller than the screen with no way to scroll, so the two things you open a menu to reach were below the fold.
What changed and why -
Revise a document, and see who it is for
A sent quotation can be replaced by a numbered revision. Billing details reach the document and can be edited. And the tables stay inside their cards on a phone.
What changed and why -
An editor built for how a quotation is actually written
One field for the product with inventory a click away, sections that subtotal, notes between the lines, and more than one tax where you need it.
What changed and why -
Convert a quotation in parts, and cancel what has gone wrong
Several orders from one quotation, but never for more than was quoted. And a way to cancel a document that has gone wrong.
What changed and why -
Quotations with headings, notes and more than one tax
Group items under headings, write notes between them, and apply more than one tax to a line, named for what it actually is.
What changed and why -
An address form that knows which country it is in
States you choose rather than type, in 32 countries. All 224 countries. And the Indian tax fields only where Indian tax applies.
What changed and why -
Roles that know who reports to whom
A role hierarchy, organisation-wide defaults per module, and sharing rules, so a manager sees their team and nobody else's.
What changed and why -
Every endpoint, written down
851 operations documented: what each one is for, what it takes, and a command you can paste.
What changed and why -
Print that prints, and files that stay with the record
Print, PDF and the status dialog all did nothing. Plus attachments and internal notes on every sales document.
What changed and why -
A form that knows where you are
Indian tax fields shown to businesses outside India, a six-country list, and Indian state codes on a Dubai address.
What changed and why -
Reports that run, and arrive on their own
Nine Sales and CRM reports with charts and detail rows, exportable as CSV or PDF, and schedulable by e-mail.
What changed and why -
Importing that actually works
File upload, column matching, required-field checks, duplicate handling and a per-row error report, on fourteen modules.
What changed and why -
Every module is a plugin
Sales and Sales documents can now be switched off like everything else, and a module that is off is genuinely absent.
What changed and why -
Fixes worth naming
Dialogs opening behind the sidebar, counts needing a reload, a five-second stall, and a New menu that led nowhere.
What changed and why
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.