5.6.1 – April 15, 2025

Bugs

• Password Change for older theme

5.6.0 – March 21, 2025

Feature

• Universal Search in CRM – Field limit removed
• Allowing Symbols in Link Titles
• Customize Number of Records Per Page Option
• Plugin Performance Optimized
• Add Character Limit Alert

Bugs

• Typo Fix
• Rich Text Multi-Line Fields – Permission issue fixed

5.5.2 – March 11, 2025

Bug Fix

• Resolved issues with User Filters and Predefined Filters
• Fixed lookup field search functionality
• Fixed infinite loading when editing an iFrame element

5.5.1 – March 06, 2025

Bug Fix

• Fixed default theme setup issue
• Resolved search not retrieving related data in create view

5.5.0 – March 03, 2025

Bug Fix

• Fixed encoding issue with the Add Subform Record button
• Clicking the default profile image now works as expected
• Resolved Zoho Vault required fields mismatch
• Fixed license user count & copy-paste issues
• Unblocked the frozen account toggle
• Subforms on Profile Page are now sortable
• Related List column no longer disappears after adding it
• Fixed blank Custom Codes section
• Account toggling works correctly
• Lookup field in the first column now opens record details
• Zoho Inventory categories now display properly
• Fixed User Filters issue
• Quicklink elements are now editable
• Custom elements display correctly on the frontend
• Fixed Euro currency and plan images issue with Zoho Billing
• Related List records now load properly
• Fixed Zoho Desk filter issue
• Resolved Vendor Portal inline edit issue

Feature

• Fixed default theme setup issue
• Resolved search not retrieving related data in create view

5.4.0 – October 11, 2024

Feature

• CRM picklist color values
• Delete database rows when user is deleted
• Plural and singular module names
• Deal pipelines as predefined filter
• Pagination for loockup related record
• Add meetings related list feature

Bugs

• Vendor portal and quicklink element issue
• Database error - check if column already exists
• Special characters in email templates - encoding issues
• Issue with multi select picklist values
• Zoho Inventory categories are not showing
• Contact based portal related list permission
• The Zoho Books External Quote Link no longer works
• Self registration associate account error
• Piacklist default value selected error

5.3.0 – August 22, 2024

Feature

• Support for Rich Text Fields
• Multi Select Lookup field as a field in layout
• Ability to change the billing sub menu icons
• Allow the WP admin to set a default sort
• Allow Any Page to be the Dashboard / Home Page

Bugs

• Issue with two Contact lookup fields as columns in View Settings
• subform row edit
• Licenses Key Automatically Removed from Plugin
• Subform permission issue
• Customize Alert Message is not showing
• Filter by Date icon is not visible in mobile views
• Newer Themes Formatting
• New User Registration Picklist fields
• Pending Users Mass Delete is not working
• Typo fix

5.2.1 – June 14, 2024

Feature

• Show pending user by Ajax

Bugs

• WorkDrive email not sending
• Time-zone conflict
• New Password Emails Sending Twice
• Delete WP User - No Cancel Option
• Predefined Filter Bugs
• Zoho Desk Bug - Admin Page Not Accessible
• Pipeline mismatch for Default layout
• Back Arrow Issue
• User Filters Admin bug

5.2.0 – May 27, 2024

Feature

• Allow Accounts Module in Custom Pages
• Store Error Log Only in zportals_errorlog Table
• Overwrite Existing WorkDrive IDs
• Delete Email Verification and Password Reset Rows
• Add new iFrame Attribute
• Check Contact Profile on Every Page Load
• Update Books API Domain

Bugs

• Images not Displaying in Image Fields
• Cannot rename fields in Profile for contact, account or vendor based portals
• Adding a $0 product in sales orders, quotes, etc from products generates an error
• Zoho Books renaming the Main Parent from Billing to Invoices removes Invoices as a sub menu
• Default Theme menu icon spacing is too close to the label
• Deal Stage gets added in even though it's not in the Deal Stages to Show field in admin customization
• User has to log in and log out for elements to refresh
• Deal Stage Progress Bar is not displaying consistently in the portal when there are additional deal layouts in the CRM

5.1.2 – April 22, 2024

Feature

• Save First Login Date in Database
• Add Field Length Limit Feature
• Format all currency field as US currency for all modules of Zoho Books

Bugs

• Allow + Symbol in Text Blocks
• Picklist Field - Read Only - Still Editable
• Wrong Title Showing for Custom Dashboard
• Subform File Upload Field Type Issue
• Zoho Vault Title and Description Enable/Disable
• Currencies Not Enabled Error
• Cannot Download Files in Workdrive API Method
• Custom Pages selected as the home page are redirecting back to main dashboard
• Universal Search incorrect entry does not fully clear
• No record listing shows when Deal Stage is removed as column

5.1.1 – March 22, 2024

Bugs

• User profile changes back to default any time a user logs in
• Self registration form no longer shows phone or single line fields
• Zoho Books > Purchase Order number is not showing in List View
• Download data from 'Gallery View' not exporting 'Title' field
• Add Meetings, tasks, calls module text to Loco Translate file

5.1.0 – March 15, 2024

Feature

• Collapsible Sections for All Pages
• Move Attachments Section
• Zoho Books Custom Columns
• Add Filter for Last Login in User Management
• Change Next Renewal Date Format
• Add additional iFrame elements on the homepage
• Case Insensitive Usernames
• Add additional lookup fields to the View Settings - Column
• Vault Integration - Encrypt Master Password
• Display Error Code and Error Details in Error Log
• Show Only Some Deal Stages in Progress Bar
• Parent Menu Improvement
• Zoho Desk - Select Default Status Filter
• Add Date Filters to Predefined Date Fields

Bugs

• Cannot start session Warning Message
• Can't login with 'Subscriber' role (wp) though registered successfully
• Active Users Count Not Updating
• Theme 8 Mobile Issues - Filter Box
• zportals_users Table condtl JSON
• Image Upload Fields are not showing in the layout when you edit the whole record
• Infinite Loop - Admin Dashboard 5.1
• Add New Page: field labels are taking from Zpottals existing settings

5.0.2 – February 2, 2024

Bugs

• Account Approved Email template does not save image
• Undefined Array Warning - Users Table
• Show Only Some Deal Stages in Progress Bar

5.0.1 – January 24, 2024

Bugs

• Text Menu Width Issue
• New Pages Not Displaying In Frontend
• 5.0 Mobile Bugs
• Portal Title can't be empty

5.0.0 – January 19, 2024

Feature

• Rename Fields Option
• Allow .dev domains for Quick Links
• Zoho Desk Email Field Empty
• Redirect back to Record View After Edit
• Reorder Custom Buttons
• Allow Merge Tags in Text Blocks
• Can we bring in the Subscription plan image
• Banner Slider Feature
• First and Last Name from zportals_users Table
• Remove Catalyst's phone number from the plugin
• New ZPortals Default Theme
• Related Lists Predefined Filters
• ZPortals Users Table Improvements - Allow Email Address Changes
• Set Element Height to auto - Add Option for Element Height
• User Authentication - Check All WordPress Roles
• Allow Merge Tags in Text Blocks
• Automatically Log User In After Registering
• Improvements to Sub Menu Items
• Create New Database Table for Errors
• Changes to zportals_users Table
• New 5.0 Theme Improvements
• Make Editable Fields Clickable
• New 5.0 Admin Dashboard
• Zoho Vault Field Validation
• Create New Database Table for API Calls
• Show CRM Meetings by Account

Bugs

• Menu Hover Font Color Bug - 5.0
• Passwords Don't Match Warning
• Image Upload Fields - Can't Download Images
• Tooltip Text in Sub Forms: icon and text isn't showing in the record view
• Click functionality is off with inline edit field option
• Wide Banner Image Bug
• Issues With Banner Elements Overlapping - Client Site

4.4.6 – December 13, 2023

Bug Fix

• Subform Bug - Description and Unit Price Fields
• Subform Bug - Read Only Fields
• Universal Search Only Shows If User Filters Enabled

4.4.5 – November 10, 2023

Bug Fix

• WorkDrive API - Added support for Commas and Spaces in File Names
• Fixed issue with Account Approved Email template
• Fixed Warning message showing in the List View
• Fixed bug with Account drop down
• Custom Button - fixed issue with Parameter Types
• Fixed issue with Subform Names not displaying in Edit Mode
• Fixed issue with Custom Elements not displaying for certain Profiles
• Fixed issue with Multi-select picklist fields in Related Lists
• Fixed issue with Contact based portal Dashboards
• Fixed issue with ZPortals User Survey submissions
• Fixed issue in the Desk integration which was showing duplicate fields
• Fixed issue with record information not saving
• Fixed issue with the default Gallery view image
• Fixed issue with Multiselect Picklist fields
• Fixed issue with Tooltip text box edit error

Feature

• Added support for Unicode Characters for Picklist Values
• Added support for Picklist fields on the sign-up form
• Added support for new lines in multi-line fields
• Added support for special characters in Section Names and Custom Elements
• Added support for Quotation Marks in Desk Ticket Name and Description

4.4.4 – October 06, 2023

Bug Fix

• View Settings -> Fields Name Required Field Bug
• Subforms not working on Create - Version 4.4.4
• Lookup Fields Bug - No Records Showing
• Attachments aren't deleting
• Predefined Filter - Equals Condition Not Working
• COQL Error in Contact Based Lookups
• Vendor and Contact based portals are not syncing new CRM Sandbox fields
• Subforms Lookup Field JS Bug
• Non Editable Fields Can be Edited
• Mobile Menu to Desktop Menu Issue

Feature

• Related List Lookup Fields Search Option
• Product images are stretched in gallery view

4.4.3 – September 26, 2023

Bug Fix

• Add record through related list
• Login Redirect Issue

Feature

• Show Contact URLs in Account Based Portal
• Zoho Desk - Pass Email Address to From Field

4.4.2 – September 15, 2023

Bug Fix

• Login Redirect Issues on 4.4.0

4.4.1 – September 12, 2023

Bug Fix

• Custom Pages Not Working
• Zoho Sign does not showing
• Active User List is not showing

4.4.0 – September 08, 2023

Feature

• Add tooltip Option for AllFields
• Upload and View Zoho Desk Attachments in Thread
• Default Filter Values
• Redirect to Different Page After Login
• Back Up Portal Configuration and Users
• Google Maps API for All Modules
• Active User Column Addition
• Pending Users Improvements
• WorkDrive Show Specific Folder to All
• Notes API
• Image Upload File Type Preview
• User Filters - Searches only at Beginning of String
• Custom Pages Improvement - Select Profiles
• Custom Button Element - Add to All Pages
• Custom Pages Improvement - Redirect to New URL
• Enable Tasks and Calls Modules
• Show Contact URLs in Account Based Portal
• Allow Hyperlink Attribute in Fields

4.3.3 – August 09, 2023

Bug Fix

• Comma in Account Names Issue
• Theme 7 Subscriptions Page Layout Issue
• Admin Layout Tab - No Content

4.3.2 – July 21, 2023

Bug Fix

• Quick Links Element for Custom Pages

4.3.1 – July 13, 2023

Bug Fix

• Password Reset Issue
• Account Switch Bug
• Duplicate ZPortals Users Issue

4.3.0 – July 6, 2023

Bug Fix

• Zoho Desk Not Displaying All Tickets
• Email Deliverability Error in Log
• Typo fix

Feature

• Add Clear Option in Universal search bar
• Zoho Desk - Disable Create New Tickets
• Related Lists Improvements
• Edit Individual Fields
• Add Details to Error Log
• WorkDrive Notifications - Once a Day
• Add the Account Approved Email to Design Settings
• Open Record Details Automatically
• Add Predefined filters for Zoho Sign
• Deal Stage Progression bar
• Mass User Deletion
• Ability for users to Create WorkDrive Sub Folders
• CRM Quotes Module - Make Discounts and Tax Editable
• Custom Pages Features

4.2.3 – May 25, 2023

Bug Fix

• Picklist wong value showing
• Invited user functinality
• Login From $_COOKIE

4.2.2 – May 17, 2023

Bug Fix

• Design
• Profile menu does not display custom button
• Default portal title
• Sync User from CRM button
• File Upload field type in subform Blank Page
• Issues with Zoho Books Retainer Payments

4.2.1 – May 02, 2023

Bug Fix

• Security issue fix

4.2.0 – April 18, 2023

Bug Fix

• Profile image bug - Can't change image
• Verify email for pending users issue - Contact based portals
• Partial payments on invoices bug
• 'Read More' is inactive
• Vendor portal lookup on the subform issue
• Multi account - two levels deep
• Make system required fields read only
• Overlay issue
• Typo fix

Feature

• Ability for admin to organize sub/child menus
• List View - show buttons / icons for each record
• Survey feature improvement
• Sections, Elements and Layouts for every page
• Download data as a CSV
• Zoho Books - external quotes link
• Add Meetings module

4.1.3 – March 7th, 2023

Bug Fix

• Typo fix
• Design issue fix
• Run in Background Custom Button Issue
• Banner Image Display Issue
• Custom Error Messages Issue
• WorkDrive - Page Reload After Upload
• Lookup Fields Missing from Related Lists
• Query Error After Period of Inactivity

4.1.2 – February 23, 2023

Bug Fix

• Profile Image Bug - Can't Change Image
• Verify Email forPending Users Issue - Contact type portals
• Can't Reactivate Inactive Users

Feature

• Zoho Books - External Quotes Link

4.1.1 – January 26, 2023

Bug Fix

• Subform Values are getting wiped out of the CRM
• Partial Payments on Invoices Bug

4.1.0 – January 17, 2023

Bug Fix

• Typo fix
• Loco translate additions
• Universal search field
• Unverified user in the pending list
• Deal Pipeline Conflicts
• User not found in our system error
• Zoho Books records not showing after reconnect with difference CRM
• Zoho Vault - Username, Password does not save
• Signup Form - Can't Add / Remove Fields

Feature

• Related lists for profiles
• Set a Default Image for Gallery View
• Jump to Top Feature
• Multi Line Fields and Pick List Fields in Universal Search
• Add Japanese data center option
• Add New Related List Record from Record View
• Custom Button - Run in Background
• Setup Filters - Filter by Lookup Field
• Workdrive theme customization
• Show records by newest to oldest
• Fetch More Than 200 Records Feature
• Public Directory Feature
• Add New Record From Related List

4.0.3 – November 08, 2022

Bug Fix

• Gallery view strpos() Errors
• CSS v3 Issues
• Menu Dropdowns Bug - Default Theme
• Search button in the Account dropdown

Feature

• Jump to Top Feature

4.0.1 – October 14, 2022

Bugs

• Predefined filter
• Profile wise layout
• Create new layout
• Deprecated function

4.0 – October 14, 2022

Feature

• Account module is added for the Contact Based Portal
• Zoho Books integration for the Vendor Based Portal
• Profile based layout
• Predefined filters in layout
• Customize error messages
• Manage permissions from CRM
• Deactivate portal user from CRM
• Assign profile from CRM
• Clickable banner element for record list and details
• Ability to delete dashboard
• Bypass dashboard upon login

Bugs

• Switching layouts issue
• Email Verification issue on Contact Based Portal
• Attachment slider error for some file types

3.7.3 – July 28, 2022

Bug Fix

• Customization -> Dashboard save button disable issue fix
• Typo fixing
• Design issue fix
• Mix content issue fix

3.7.2 – July 01, 2022

Bug Fix

• Zoho Subscriptions - Ignored Plans
• Vendor type portal - Lookup field
• Zoho Books Integration - .eu domain
• Deal Filter by Stages