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Release history

Django-CRM releases

Analytical CRM with tasks management, email marketing and many more. Django CRM is built for individual use, businesses of any size or freelancers and is designed to provide easy customization and quick development.

All releases

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v2.4.0 New feature

Logos & avatars

v2.3.1 Bug fix

Fixed recipient options retrieval in user profile chat.

Full changelog

Fixed

  • Fixed getting recipient options in user profile chat
  • Fixed translation key for 'Date' in view_snapshots.html

Improved

  • Enhanced TaskAdmin: update field ordering and add custom form for task widget

Changed

  • Refactor owner lookups to use User model directly instead of USER_MODEL in outputstatadmin.py

Full Changelog: v2.3.0...v2.3.1

v2.3.0 Bug fix
Notable features
  • Added user avatars to owner, responsible, and memo recipient filters
  • Refactored list methods to include username thumbnails
  • Added validation for product specification in RequestForm
Full changelog

Added

  • Added user avatars to the lookups in:
    • owner filters
    • responsible filters
    • memo recipient filter ("to")
  • Added filter by owner for payments to use user avatars
  • Refactor responsible and subscribers list methods to add thumbnails to usernames
  • Refactor person method to add thumbnails to usernames for owner and co-owner
  • Added validation for product specification in RequestForm
  • Created ByDepartmentFilter for UserProfileAdmin
  • Added pillow library to requirements
  • New ua translations

Improved

  • Improved request counter logic for users who combine the Sales Manager role with other roles

Fixed

  • Fixed owner filter logic in memos for users with the "Chief" role.
  • Fix permission check for file uploads in memos before review
  • Fix product specification warning in RequestAdmin

Full Changelog: v2.2.0...v2.3.0

v2.2.0 New feature
Notable features
  • Profile page now supports avatar upload with automatic resizing and a circular mask
  • CRM interface language can be changed from the user profile
Full changelog

Added

  • Add the following feature to the user's profile page:
    • to upload an avatar with automatic resizing and a circular mask
    • to change CRM interface language

Improved

  • Enhance ProductAdmin: Add handling and improve list display with clickable category and type links.
  • Improve the filtering logic of the Deal model by closing reason or stage.

Changed

  • Refactor TYPE_CHOICES in Product model from tuple to dictionary

Full Changelog: v2.1.0...v2.2.0

v2.1.0 New feature
Notable features
  • File attachment support for TransactionQualityEventInline and view/download on Deals page
  • Help‑page URLs added to Email list page and Email Account list page
  • New uk (Ukrainian) translations
Full changelog

Added

  • Ability to add files to TransactionQualityEventInline
  • The ability to view and download files attached to TransactionQualityEvent on Deals page by @HaimLee-4869 in #404
  • URL of help page for Email in CRM list page
  • URL of help page for Email Account list page
  • TransactionQualityEvent class for better handling of transaction quality events and related files
  • New uk translations

Improved

  • TransactionQualityEventI objects
  • Refactor stqs method in DealAdmin to simplify total calculation and URL generation
  • Refactor EmailAccountAdmin field titles and enhance main_account display method
  • Refactor MonthlySnapshotSaving logic and imports

Full Changelog: v2.0.1...v2.1.0

v2.0.1 Bug fix
Notable features
  • Added unit tests for reload_field view
  • Added "default" column to signature selection page
Full changelog

Fixed

  • Fixed a bug that occurred in the get_fields method when attempting to open a user profile.

Added

  • Added unit tests for the reload_field view by @omorros
  • Added a "default" column to the signature selection page

Full Changelog: v2.0.0...v2.0.1

v2.0.0 Breaking risk
Notable features
  • Compatibility with Django 6
  • Monitoring functionality of the Composite Transaction‑Quality Score (CTQS)
  • Integration with web help center allowing external or built‑in pages and URL mapping
Full changelog

Added

  • Compatibility with Django 6
  • Monitoring functionality of the Composite Transaction‑Quality Score (CTQS)
  • Integration with the web help center:
    • Configure the choice between using external help pages and built-in help (deprecated).
    • Mapping external help URLs to CRM Pages.
  • Name prefix setting for parsing full names.
  • Control over the user's is_active field in UserProfileAdmin for superusers.
  • SALES MANAGER user creation to setupdata command
  • Query string to delete duplicates URL by @tibisabau
  • Automatically adds the name of the deleted duplicate city to the list of alternative names of the original city instance by @DARK-1926.
  • Unit tests for the get_search_results method of LogEntrytAdmin class by @adityashirsatrao007
  • Unit tests for the ByVIPStatus filter by @mariami57
  • Unit tests for the City model and CityAdmin functionality @tibisabau

Improved

  • Conversion results report revised by @tibisabau.
  • Enhance full name parsing with configurable name prefixes.
  • The get_help_url function for obtaining the help url with a single database query.
  • Fixed loss of query string when redirecting after deleting a duplicate object by @Sonu64.
  • The change_list template for payments to be compatible with Django 6.

Fixed

  • Fixed loss of query string when redirecting after deleting a duplicate object by @Sonu64.
  • Fixed the exclusion of the task executor from its subscribers.
  • Fixed for PostgreSQL:
    • add exception handling for ProgrammingError in SendMassmail
    • test of chat

Changed

  • In the list of deals, the marking of irrelevant transactions has been changed.
  • Refactor save_to_excel function to use keyword arguments for avoid Panda's FutureWarning

Full Changelog: v1.7.0...v2.0.0

Beta — feedback welcome: [email protected]