Release Note 1.8.4
Release Date: 01/20/2024
Release Date: 20/1/25
We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability.
Key Highlights
Lead Management Enhancements:
- File Preview in attachment
- Webhook support for Lead Create, Update, Delete
- Activity log
- Sent Email option to lead from modal
- Notes (Comment)
Bug Fixes and Feature Enhancement
- Allow codeblock copy
- Export format updated
- Service wise ticket filter
Release Note 1.8.3
Release Date: 01/09/2024
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- Release Date: 9/1/25
- We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability.
Key Highlights
User Review System:
For Clients:
- Clients can now leave reviews for services they’ve purchased and completed.
- Subscription-based service reviews are allowed after at least one cycle is completed.
- Agencies can request reviews manually, with the option to include a personalized thank-you message.
- Review Submission:
- 5-star rating system with an optional detailed feedback field (up to 500 characters).
- Visible service name and order ID for reference.
Review Management:
- For Agencies (Super Admin/Admin):
- View all reviews with detailed feedback and ratings.
- Moderate reviews by approving or deleting inappropriate submissions.
- Receive notifications for new reviews.
For Clients:
- View reviews on service pages with filters for ratings (e.g., 5-star, 4-star).
- Access detailed reviews for informed decision-making.
Review Display:
Service Pages:
- Average ratings are prominently displayed.
- Breakdown of ratings by stars.
- Latest 3–5 reviews are shown, with options to explore more.
Bug Fixes and Feature Enhancement
- While creating invoice when you select a client the address in automatically filled
- if the custom domain is disconnected shared url update to subdomain
- service wise ticket filter option
- Including workspace name while exporting file
- Country names in list updated
Release Note 1.8.2
Release Date: 12/27/2024
We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability.
Key Highlights
Portfolio Management
- Portfolio Creation & Management
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- Create detailed portfolios with:
- Project Name, Description, Categories, and External Links.
- Multiple file uploads with the first image auto-set as the cover.
- Create detailed portfolios with:
- Categories: Reusable tags to group portfolios for easy organization.
- “View Live Project” Links: Showcase live demos via external links.
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- Bug Fixes and Feature Enhancement
- disabling client subscription cancel.
- task modal reloading after each update fixed
- No email after SMTP set up issue fixed.
- Lead Management Kanban board stabilized
- Email sent to client after password change by agency.
- Subscription reminder enhancement in service creation
- Client grouping enhancement in client config
- Team member role change issue fixed
- Client order issue fix update.
Release Note 1.8.1
Release Date: 12/20/2024
We’re excited to announce new features and improvements in Agency Handy designed to enhance collaboration, streamline workflows, and improve platform usability.
Key Highlights
Lead Management
- Kanban Board for Leads:
- Track leads visually across stages: New → Contacted → Qualified → Working → Proposal Sent → Negotiation → Client.
- Drag-and-drop for seamless progression and prioritization.
- Advanced Lead Details:
- New fields: Source, Lead Value, Assigned Agent, Website, and Last Interaction Date.
- Editable email and phone fields directly from the board.
- “Convert to Client” Button:
- Transition leads to clients effortlessly with data preservation.
- Automatically moves converted clients to the Client tab.
- Filters & Search:
- Filter by Assigned Agent, Source, Lead Value, and Last Interaction Date.
- Use partial search and grouping options like by agent or stage.
API Token Management
- Dedicated API Keys Section:
- Generate secure JWT tokens valid for 100 years with customizable names.
- Token Tracking & Deletion:
- Manage tokens via a detailed table with name, value, and creation date.
- Deleted tokens are blacklisted immediately, ensuring security.
Bug Fixes
- Resolved multi-label issues for clients.
- Fixed attachment uploads in closed tickets.
- Improved ticket table with added subject columns and sorting.
- Addressed closed ticket status update issues.
- Enhanced hovering animations in order details and dashboard text formatting.
- Updated empty states in teams.
- Fixed workspace deletion redirection issues and more.
These enhancements reflect our commitment to providing an efficient, secure, and user-friendly experience for agencies.