Changelog

New

• Emoji reactions reach Slack — Reacting to a message from a Slack conversation now shows that reaction in the customer's Slack channel, posted by the ellocharlie app rather than by you personally.
• Remove email when you disconnect a mailbox — Disconnecting Gmail or Outlook now asks first, and offers to delete the email it had synced onto customer records — off by default, because your teammates see that email too.

Security

• Disconnecting really disconnects — Disconnecting Gmail or Google Calendar now removes ellocharlie from your Google account's connected apps, instead of only forgetting the connection on our side.

New

• HTML email signatures — Your email signature now has an HTML mode with a live preview, so you can paste in a designed signature with a logo, colours and layout and keep it exactly as written.
• Cc and Bcc when replying from a record — The reply box on a company, deal, person or lead's Emails tab now has Cc and Bcc fields, suggesting everyone already on the thread.
• Drag steps between phases — In the project and template editors you can now drag a step from one phase into another, including into an empty or collapsed phase.
• Generate a new project PIN — A project's settings now have a button to replace its portal PIN, which stops the old PIN working straight away.

Improved

• Conversations you are reading stay read — A help desk conversation you have open no longer flips back to Unread when the customer writes while you are watching it, and replying marks it read.
• Customer uploads on any step — A project step can now let the customer upload files without also letting them mark the step complete.
• Saving a step saves the project — Clicking Save Changes on a step now saves the whole project or template right away, so there is no separate save to remember.

Fixed

• Slack commands in shared channels — Running /ello in a Slack channel shared with a customer now always opens the conversation in the account that linked the channel.

Security

• Gmail asks for less — Connecting Gmail now requests a single permission instead of three, covering the same features. Accounts already connected are unaffected.
• Stored Google sign-ins are encrypted — The credentials held for connected Gmail and Google Calendar accounts are now encrypted in our database.

New

• Currency on deal imports — Deal imports can now set each deal's currency to USD, CAD, EUR or GBP, and a row with an unrecognised currency is reported instead of imported.

Fixed

• Missing columns in the deals import template — The deals CSV template you download from Import now includes every field a deal import accepts, adding Currency, Revenue Type, Notes and Lost Reason.
• Deal owner ignored on import — The Owner column in a deals import now sets each deal's owner, matched by the team member's email or name, instead of leaving imported deals unowned.

New

• Built-in fields on the Custom Fields settings — The deal, company, person and lead property settings now list the fields every record already has, in a collapsible section under your own properties, so you can check before creating one that duplicates them.

Improved

• Cleaner focus on multi-select pickers — Pickers that let you choose several options, like the teams that can view a field, now show a single border when you click into them instead of a doubled outline.

New

• Chip notification card appearance — A chip's notification card can now have its own background color, text color, background image with adjustable opacity, icon, corner of the page, and a gentle bobbing animation to catch the eye, all previewed live on the chip's new Appearance tab.

New

• A background image for your portal — Portal Settings now takes a background image behind your knowledge base, status page and changelog, with a slider to dial it back so text stays readable.
• Colours and layout for the header and footer — You can now set the colour, text colour and transparency of your portal's header and footer, choose whether the header is a full-width bar, a rounded floating bar or already condensed, and whether it follows the page as you scroll.
• A panel behind the in-page navigation — The "On this page" list on an article can sit on a rounded panel of its own, which keeps it readable over a background image, and it and the collapsed left bar now take their own text colours.
• Reset your theme — One button puts every portal colour, the background image and the header layout back to their defaults, after showing you exactly what it will clear.
• Play video buttons in the support widget — You can add a chip to the support widget that plays a video, and project task videos now open full-page instead of in a small panel.

Improved

• Your landing page in your reader's language — Choose your portal's landing page once, in your own language, and a reader browsing in another language lands on that article's translation when one is published.
• A tidier portal footer — The footer is now separated from the page above it and runs the full width of every page, including articles.
• Comments from your team on the project portal — Customers see your organization's name and your team's avatars on comments instead of your knowledge-base title.

Fixed

• Portals set to Light no longer opened in dark mode — A portal set to Light now opens light for every first-time visitor, including those whose computer is set to dark mode.
• Unread comments on the project portal — A customer opening a project for the first time no longer sees every existing comment marked as unread.

New

• Chips as notification cards — A chip can now appear as a notification card beside the closed support widget, with a choice of when it shows again after a visitor dismisses it.

Improved

• Chip and page group editors — Editing a chip or page group in Help Desk Settings now opens in a side panel, and closing it with unsaved changes asks before discarding them.

Fixed

• Your favicon on project pages — Project pages in your customer portal now show the favicon you set in Portal Settings in the browser tab, like the rest of your portal already did.

New

• Typing and unread comments on the project portal — The project portal and the project editor now show who is typing a comment, customers see unread-comment badges, and the portal asks before closing a comment you haven't sent.

Improved

• Unsaved changes are hard to miss — The save button now reads Not Saved with a pulsing red mark until you save and Saved with a green check after, and the project and template editors show a red banner with Save Now and Discard Changes while anything is unsaved.
• Steps not yet on the portal — Steps you have changed but not saved carry a Not published tag, and the step editor's portal settings have clearer names and descriptions.
• Portal comments and viewers — Comments from your team show your company's name instead of Vendor, the comment list shows when there's more to scroll, each viewer gets their own avatar colour, and a portal tab left in the background stops showing as a viewer after a minute.
• Portal branding updates straight away — Changes to your portal's branding, a project's name or its access code now show on an open portal right away instead of after several minutes.

Fixed

• Customer comments on projects — Your team can see customers' comments on project steps again, and the Comments count on a project is correct.
• Reordering ticket and project statuses — Dragging ticket statuses and project step statuses into a new order in Settings now saves instead of snapping back.

Security

• Status reordering hardened — Reordering statuses in Settings now rejects malformed requests, closing a way an admin-level request could run unintended database commands.