The Proxima Cloud CRM 10.2 main release introduces several new features, along with visible user and behavioral changes.
Our release notes provide concise, high-level descriptions of the enhancements and new features.
Features
Survey Manager
We’ve launched the new Survey Manager admin panel for managing surveys in Flutter-based applications. It allows administrators to create and edit surveys, control their visibility, and set completion as optional or mandatory. The module supports flexible filtering using related dictionaries (e.g., by product or category). This release includes database integration and ensures backward compatibility with existing survey structures.
Navigator with Section-Based URLs for Flutter Web
We have introduced a new navigator that enhances URL handling across various sections in the Flutter web app. Now, URLs dynamically change based on the section you visit, improving usability and navigation experience.
Key Benefits:
Clear and Meaningful URLs:
When navigating to any section, the browser’s address bar updates to a unique URL for that section.
Example: Navigating to the “HCO” section changes the URL tohttps://yourdomain.pharmahrm.com/cloud-crm/hco.Direct Access via URL:
Users can directly enter a section’s full URL in the browser to open that specific section without extra clicks.
Example: Typinghttps://yourdomain.pharmahrm.com/cloud-crm/hcpopens the “Clients” section immediately.Menu Synchronization:
The navigation menu highlights the currently active section, aligning with the URL and enhancing orientation within the app.Page Refresh Support:
Refreshing the page or opening links in new tabs will load the correct section and restore filters from local storage, ensuring a seamless experience.Browser History Support:
Navigation between sections is saved in the browser history, allowing users to use the back and forward buttons naturally.
Audit Quality Coefficient Integration
A new feature has been added to the Proxima CRM mobile and tablet apps, displaying low product stock levels at institutions using data from the Audit service. The system fetches and updates stock data daily via external APIs, flags institutions with low inventory levels, and displays stock indicators on institution and visit cards. A custom field, “Залишки”, displays product-level details such as name, quantity, price, expected stock, and delta. Users can now identify low-stock locations and take proactive steps to encourage restocking.
Task Manager
Task Creation from Instant Messages
A new feature in Instant Messages (IM) allows managers to create tasks for multiple employees at once. Selecting the new “Task” type opens an extended form where users can enter a subject, details, due date, priority, and assignees. Each selected user receives a separate task and a push notification. Optionally, tasks can be added to the calendar and will appear as events in the CRM Calendar module. This streamlines communication and ensures better task tracking across teams.
New “My Tasks” Widget on Home Page
A new “My Tasks” widget has been added to the CRM Home Page, allowing users to quickly view their current, upcoming, and overdue tasks. The widget displays open tasks only, sorted by due date, with clear priority indicators and visual cues for overdue items. Users can interact with tasks directly from the widget, and any updates are reflected instantly. If no tasks are assigned, an empty state is shown. Widget visibility and access are managed via the admin panel.
Full Task List View
A new “Show All Tasks” report page has been added, giving users a complete overview of tasks with advanced filters and sorting. The list includes key details such as subject, status, assignee, creator, due date, and priority, with the ability to open each task in a modal for quick review. Tasks can be filtered by date, priority, assignee, and more, with settings saved between sessions. This feature is accessible from the Home Page widget or relevant CRM entity cards and follows the security model for task visibility.
Task Creation Directly from Entity Cards
Users can now create tasks directly from Client, Institution, and Visit cards using the new embedded Tasks field. The field displays up to two upcoming tasks and provides quick access to add new tasks via a modal form with automatic entity linkage. Tasks created here also appear in the global task dashboard and calendar if enabled. This streamlines task management by keeping context and reducing navigation. The feature supports key fields like Subject, Body, Due Date, Priority, Assignee, and notifications.
Add to Calendar Integration for Tasks
Tasks created with the Add to Calendar option now automatically appear as events in the assignee’s calendar.
Calendar events display task subject, due date, priority (color-coded), and description.
Clicking an event opens the corresponding task details.
Completed tasks are visually marked as done; deleted tasks are removed from the calendar.
Users can reschedule tasks directly in the calendar by dragging and dropping events, which updates the task’s due date.
This feature is available when creating tasks from Instant Messages and entity cards (Client, Institution, Visit).
Due Date & Time Enhancement
This update introduces an advanced Due Date & Time feature for bulk task creation via the Instant Messages (IM) module. Managers can now specify precise deadlines with date and time, ensuring tasks appear in each assignee’s calendar in their correct local time zone. Tasks are validated to prevent setting deadlines outside of active working periods. When the “Add to Calendar” option is enabled, tasks automatically sync as calendar events with time adjusted for each user’s timezone. Clicking the calendar event opens the task details, and timezone changes on devices dynamically update task times without duplicates.
Task Manager UI Toggle in Instant Message
This update introduces a new option to enable or disable the Task Manager functionality within the Instant Message service. By default, the Task Manager features are turned off, ensuring a clean IM interface for users who do not require task management. When enabled, users will have access to the full Task Manager UI within Instant Messages, allowing task creation and management directly in the chat. This toggle provides greater flexibility in tailoring the IM experience to different user needs.
License-Based User Limits and Feature Access
The CRM system now enforces license-based restrictions on the number of active users and available functionality. When the allowed user limit is reached, administrators cannot activate or add more users and receive a clear warning message. Feature access is automatically restricted based on the purchased license tier (Basic, Advanced, or Enterprise), with unavailable permissions shown as disabled. System owners can manage license-to-feature mappings via the admin interface. Support for both AWS and manually assigned licenses is included.
Dashboard Scaling Controls for Power BI
Scaling controls have been added to all Power BI dashboards in the CRM web interface. Users can now zoom in, zoom out, or fit the dashboard to screen using a control panel located in the bottom-right corner of each dashboard frame. Scaling adjusts the entire dashboard proportionally, preserving layout integrity and avoiding scrollbars. This enhancement improves usability across different screen sizes without requiring dashboard redesign.
Widget name "My tickets"
In this update, the incorrect widget name “My tickets” in the Home Page settings within the admin panel has been fixed. Previously, the widget was displayed as “Table.” Now, the widget correctly shows the name “My tickets” with translation support. This improves clarity and usability of the settings for administrators.
Knowledge Base Link Updates in Help & Support
This release updates the URLs for key knowledge base articles linked in the Help & Support section. These updates ensure users are directed to the most current and relevant support content in their preferred language.
Licenses Manager Enable/Disable Option
A new option has been added to control the activation of the Licenses Manager processes related to license package changes. When this option is disabled on a server, all Licenses Manager functionalities are turned off: license counts are not displayed, there are no restrictions on the number of active users, no “buy me” labels appear on privileges, and package-based privilege blocking is inactive. Enabling the option activates the full Licenses Manager features according to the specified functionality, ensuring license compliance and access control. This toggle allows flexible license management tailored to each server’s needs.