A new contact-facing Portal
- Reach records via QR scans or shared links, with access controlled by your organisation’s Portal settings.
- Use portal sign-in with OTP verification and Google (where enabled), with verified contact details carried into the workflow.
- Keep the experience reliable with offline-friendly reads and background updates when connectivity allows it.
Identifiers and label printing
- Add scan codes (barcodes/QR, etc.) to individual process records so you can open the right thing directly from a code.
- Reserve codes ahead of time, print stickers in advance, and have the system assign reserved codes as records get created.
- Create and preview label sheet designs (grid, spacing, padding and QR placement), so printing matches what you expect.
Registers for non-cash units
- Track points and other units with registers (append-only ledger entries plus a current balance).
- Use rate cards to drive how registers are credited from workflow activity.
Bulk import and export
- Import and export data using common formats (CSV/XLSX/JSON/YAML) across tables, process records, and contacts.
- Map columns with a guided wizard and preview the result before importing.
Cross-process automation and finance activation
- Automatically trigger actions across related process instances as work moves through stages.
- Automatically activate finance when configured stages are entered, so billing follows the workflow.
- Read another record’s finance using a dedicated derived finance view.
Quality-of-life improvements
- Your table column widths are now saved per user, so your layout stays consistent across sessions.
- Invoice PDFs now render currency symbols correctly (including ₹), avoiding misread characters.
Security and permissions
- Added stronger request limiting with an invisible CAPTCHA challenge on sensitive actions.
- Organisation owners can be demoted more safely when the organisation keeps at least one other appropriate owner.