Every change we have shipped,
release by release.

Ticket module

Create and manage tickets against Leads, Deals, Contacts and Companies, with customisable ticket layouts, comments and document attachments. Ticket visibility is role-based, Closed and Cancelled tickets are locked from further edits, and tickets can be created and assigned automatically — to the entity owner, a fixed assignee, or by rule.

Entity Aging with SLA status

Track how long a record has remained in a given stage or field condition. Supports both stage aging and field aging with configurable stop conditions, SLA status of Normal, Warning or Critical, full aging history in the entity detail view, and a new Aging Report.

Convert and entity relationship management

Convert now works across Lead, Deal, Contact and Company, and can either create a new entity or link an existing one. Supports cascading and inter-entity relationships with consistency safeguards, role-based permissions for Convert and Link Existing, and optional multiple lead conversion under Settings.

Attendance Tracker with shift management

Multiple shift support with configurable status types, team-wise and user-wise shift assignment, and real-time status timers. Adds an Attendance Summary Report, an all-user log, auto clock-out, extend-shift, and detailed tracking of working hours, breaks, overtime, late login and early exit.

Form Builder

Build custom forms from the Marketplace and publish them to capture Lead records, with the form structure configured to the data you actually need to collect.

Multiple Field Group

Create a parent field holding up to five child fields and enter multiple sets of values as rows within it. Supports text, integer, switch, email, URL, picklist, date, date and time, and checkbox children, with configurable minimum and maximum row limits.

Field Choice Mapping

Filter the options of one picklist dynamically based on the value selected in another. Configure the filter field, filter value and displayed options under Customization → Option Mapping. Works in Add, Edit, Quick Add and Table Edit.

Read-only roles by field value

Configure individual roles as read-only for an entity based on configured field values, giving granular control over role-based access alongside field-level permissions.

Notes mentions and notifications

Mention a colleague with @ inside Notes and they receive a notification when the note is added.

WhatsApp as a notification channel

Select WhatsApp as a notification type in the Notification Center, configure the integration and template, and notifications are sent when the use case triggers. Delivery is subject to the configured template and applicable WhatsApp messaging policies.

Export directly from the entity table

Export from the entity table with the active Smart Filter or Setup Filter respected. The generated file appears in the Export module for download.

Field array row limits

Set minimum and maximum row counts for array-based fields, enforced consistently across web, mobile, API, webhook and import. Leaving the limits blank means no restriction.

CallZap dashboards and KPIs

Three dashboard views — My Dashboard, Team Dashboard and All, subject to access permissions — plus new KPIs covering unique calls, total calls, calls by type and call duration by type.

CallZap User Log

A new User Log module shows daily CallZap activity per user: active or inactive status, first call of the day, last call of the day, with an export option. Employee Analytics now shows both employee name and employee ID.

Call log sync after logout

Calls made while a user is logged out of CallZap now synchronise once they log back in, provided the call logs are still available on the device.

Editable lead name on manual call sync

With manual call sync enabled, the lead name can be edited in a popup while creating a lead from a call.

Check-in against new or existing meetings

The OnField check-in flow now supports creating a new meeting during check-in, or checking in against an existing meeting from the OnField Meeting module.

Product selection in the invoice drawer

Add or remove products directly in the invoice drawer before sending. Where an entity has many associated products, select only the ones this invoice should cover — changes apply to the current invoice only and leave the entity's product associations unchanged.

Invoice and quotation drafts

Save up to three draft invoices or quotations per user and return to them later. A draft is removed from the dropdown once it is sent.

Resume a draft import

Open the import summary and select Continue Draft to resume an import from the step where it was paused.

Date conditions in automation and routing

Automation and the Routing Engine now support Today, Current Week and Current Month conditions on Date and Date & Time fields. Applicable to editable date fields.

Current date and time as an automation action

Add an Edit Field action, select a Date or Date & Time field, and enable Current Date and Time — the field is stamped automatically when the automation runs.

Static recipient in automation email

The Automation email action now accepts a static To address as an alternative to sending to the entity's own email address.

Pipeline Journey

A complete history of a record's movement across pipeline stages — every pipeline and stage update, who made it and when — available from the entity detail history. Print as PDF or download as CSV.

Duplicate detection and lead merge

Identify duplicate records by phone number or email across Lead, Contact and Company, view every record sharing the same value, and merge duplicates into a single record in the Lead module.

Enforce sequential pipeline stages

Prevent users from skipping pipeline stages during updates, applied in both the entity detail view and Kanban. Records must progress through each stage in order.

Dependent field reset on backward stage movement

When a record moves back to an earlier stage, dependent field values belonging to later stages are cleared automatically, so stage-specific information stays accurate. A separate configuration controls whether those dependent fields are displayed during a backward transition.

Auto Increment and Auto Increment with Prefix fields

Two new custom field types that generate sequential record identifiers automatically, with a configurable starting number and, in the prefixed variant, a configurable prefix for organisation-specific numbering conventions.

Multiple calling integrations in parallel

Install and configure several calling integrations at once and assign them to different functions — one provider for click-to-call and another for mobile application calling, for example — rather than relying on a single provider for every calling workflow.

Customisable Quick Add form

Configure the Quick Add layout per entity from the Customization module, so the fastest path to creating a record matches how your team actually works.

Convert as an automation action

Configure automation rules that convert records when conditions are met — for example, automatically triggering lead-to-deal conversion when a lead's pipeline stage changes to Won.

Multiple layouts per role

Assign more than one Add or Edit layout to the same role, letting users choose the layout that fits the record they are creating and supporting different workflows within one role.

Regex validation on text fields

Configure custom regular expression patterns on text fields to validate input — email formats, PAN, employee ID or any organisation-specific pattern.

Multiple geo-fences per user

Assign a single user to several geo-fenced areas, with location-based actions permitted only inside their assigned regions. Built for teams working across multiple sites.

Deep linking on mobile

Opening a Togile link in a mobile browser now routes to the mobile application if it is installed, or to the relevant app store if it is not.

Report chart themes

Customise chart colour themes with predefined palettes or custom colours, persisted across sessions and applied to entity reports, Goal vs Achievement and Product Goal reports. The sunburst chart now supports multi-dimensional reporting.

Resizable add and edit drawers

Expand or collapse the drawer width to suit the record you are working on.

Configurable field widths

Set field width within a layout to 25%, 50%, 75% or 100% for better form design.

Inactive fields excluded automatically

Deactivated fields no longer appear in layouts, filters, column selectors or reports, preventing accidental use and keeping interfaces clean.

Custom pipeline stage labels

Define your own display names for stages such as Won and Lost, reflected in the pipeline dropdown, Kanban view and entity pipeline view.

Attachments on email templates

Attach files to an email template and they are included automatically whenever that template is used.

Mail merge fallback value

Where a recipient's first name is unavailable, templates using the first-name variable fall back to a default so the email still reads correctly.

Automatic owner assignment

The Owner field is populated with the logged-in user on record creation.

Pipeline assignment from the detail view

Assign a pipeline directly from the detail view without needing pipeline fields present in the edit layout. Dependent fields configured within pipeline stages now also display correctly when the stage is changed from the Kanban board.

Editable goal name and description

Update the name and description of an existing goal without creating a new goal record.

Currency display in automation product actions

Configured currency values now display correctly within automation actions involving product fields.

All email addresses shown on multi-email records

Every available email address is now listed when sending to a record that holds more than one.

Duplicate record identifiers on import

Resolved duplicate and mismatched record identifier issues during data import.

Crash on switch-field update from the table

Fixed an application crash when updating switch-type fields directly from entity tables.

Permission-based entity visibility in export

Export now shows only the entity types a user is authorised to access.

Dashboard Scheduler

Share dashboards by email immediately or on a daily, weekly or monthly schedule. Components are sent as separate Excel files, scheduled emails appear in the Sent Mail module, and dashboards can be shared with or without applied filters.

Upload field type

Create custom fields with an Upload datatype so documents can be attached directly from entity add and edit forms, stored as an accessible URL on the record.

Geo tagging on entity records

Tag a location against a record by selecting a point on the map or fetching the current location, improving field tracking and location visibility.

Hierarchy conversion

Organisations on the team-based hierarchy can convert to the tree-based model from the Organization Tree module after completing the validation checklist, without a backend request.

Automatic dial code detection

The dial code is detected and assigned from the user's local time zone during entity creation.

Collapsible field groups

Entity add and edit layouts support collapsing and expanding field groups, keeping long forms manageable.

Routing engine performance

The routing engine moves to updated processing technology, improving lead routing efficiency and throughput.

Company name in Quick Add

Quick Add forms for Leads and Contacts now include the Company Name field at creation.

User visibility follows your hierarchy

User visibility in the OnField and Attendance Tracker modules now follows the configured team or tree hierarchy structure.

Inbox pagination

The Inbox module is paginated, making large volumes of received email easier to work through.

Recently opened records highlighted in Settings

Records recently opened within the Settings module are highlighted for easier tracking.

Background location tracking

Tracking continues even when the application is closed, so travel routes are captured completely rather than only while the app is in the foreground.

Route capture and map visualisation

Improved location tracking accuracy on mobile with more effective travel route capture, updated access control for geo-fencing, enhanced timeline data export and improved user map visualisation.

GST and mobile number now optional on invoices

GST Number is no longer mandatory when creating an invoice or quotation. Where a GST number is provided, GST is calculated accordingly; where it is not, the invoice is generated without external GST calculation. Mobile number is also no longer mandatory.

Automatic logo resizing

The default branding logo size has been updated, and uploaded logos — larger or smaller — now adjust automatically to fit.

Template variables now resolve

Template variables are replaced with the corresponding field values instead of being sent as plain text.

Background import

Imports no longer hold up the application. Start the import, carry on working, and receive a notification on completion when the Import Notification use case is configured in the Notification Center.

Faster export with email notification

Export files are generated significantly faster, and the system emails the user when the export completes.

Region management

Create multiple regions structured at country, state, district, pincode or custom levels, and assign users to several regions according to your organisational hierarchy.

Product goals with approval workflow

Create goals for individual users based on product quantity with region-based targeting. Goals require approval from the reporting manager or super admin, rejections carry a reason, and users can amend and resubmit. Approved goals are trackable in reporting and can be added to a dashboard.

Google Sheets integration

Sync leads from Google Sheets into Togile automatically — select the spreadsheet and sub-sheet, map columns to Lead fields, and keep leads updated without manual import.

Global search redesigned

Global search now opens as a pop-over interface from the search icon rather than sitting in the header, giving a more focused experience. Results can be clicked to navigate straight to the record.

Relative date filters

Date and Date & Time fields gain Today, Current Week and Current Month filter conditions for faster filtering on common ranges.

Invoice and quotation drafts preserved

Closing the invoice or quotation drawer keeps the draft. Update entity data and reopen the drawer without refreshing, and the entered detail is still there.

Call logs and recordings inside the lead

View call logs and call recordings within each lead from the timeline and entity history, matching the web application experience.

Email scraper extracts from more sections

Data can now be extracted from sender email, sender domain, signature, subject and body, and used to create leads automatically.

Multi-value import and per-column product export

Import multiple values for email, phone number and product. On export, product data for Leads and Deals is written to individual columns rather than a single combined column.

Dashboard KPI descriptions

Each KPI carries a description explaining its usage, and a Yesterday option has been added to the date range filter.

Follow-up notifications now trigger

Follow-up notifications fire as configured.

Session handling on password change

Where two sessions were signed in to the same account, a password change by one no longer leaves the other unable to act without re-login.

ZIP file upload

ZIP files are now accepted during document upload.

Export IP tracking

The system captures the IP address from which an export file is downloaded, with the detail available in export history.

Dynamic dashboards

A configurable dashboard system where users see dashboards based on their access, reporting managers assign dashboards to their teams, and admins build dashboards for team-level or user-level access. Components include KPIs, reports, images and text content, dashboards can be shared with other users subject to permission, and the Goal vs Achievement widget shows overall goal data for everyone on that goal.

Manage Dashboard module

A new module under Reports to view all dashboards, manage dashboard permissions, create new dashboards and perform dashboard actions.

Task-level reporting

Build reports on the Task entity using task fields, with filters, dimensions and metrics specific to tasks for analysing task workflow.

Meeting-level reporting

Build reports on the Meeting entity using meeting fields, with filters, dimensions and metrics specific to meetings.

Organisation branding logo

Upload a custom organisation logo, toggle between it and the default Togile logo, and have it reflect across the application.

Create from the calendar view

Improved task and meeting display in the calendar, with tasks and meetings now creatable directly from the calendar view.

Follow-up reminders now support time

Follow-up reminders previously worked on date alone and now support date and time for more precise scheduling.

Reporting manager change display

Changing a reporting manager in Manage Teams no longer shows the previous manager's details.

Alternate phone number validation with masking

Fixed a validation error when adding an alternate number for entities with number masking enabled.

Kafka-based notification processing

The notification module is now processed through Kafka, improving scalability and reliability under load.

Follow-up based reminders

Notifications are triggered from the value selected in an entity's Follow-Up field.

Advanced grouped reports

Report dimensions can be grouped dynamically by the values of each selected dimension, presenting data hierarchically and making large multi-dimensional datasets easier to read.

Editable product values per entity

View product details within an entity and, for product fields configured as editable, update those values for that entity specifically.

Tree hierarchy shows name and email

The tree hierarchy interface displays username and email address, making access management clearer.

Interface updates across modules

Tag Manager moves to a drawer-based interface consistent with the rest of the application, the single-delete confirmation now shows entity details, calendar task and meeting views are improved, and the Marketplace interface has been updated.

Dependency dropdown performance

Code optimisation for dependency dropdowns, improving performance and selection behaviour.

Routing engine resumes after restart

Delayed lead assignments previously stopped after a system restart or interruption. The routing engine now resumes automatically and continues assigning leads as scheduled, with no manual intervention.

Password reset OTP on public email domains

Users on non-private email domains can now receive password reset OTPs, provided the address exists in the system.

Report download with lookup filters

Downloading a report filtered on lookup fields no longer produces an empty sheet.

User deletion

Super admins can delete a user from the user edit form after confirming a note.

CRM account deletion

Super admins can delete their organisation's CRM account from Settings → Organization.

Pipeline stage form fields

Capture values directly in stage-based forms when changing stages from the lead detail view.

Product detail view within entities

Product fields in entities expand to full detail via a view-more control, with layouts configurable from Customization.

Hierarchy-aware owner field

Owner fields in the tree hierarchy display users according to hierarchy level.

Clickable URL fields and editable user email

URL field values are clickable in history views, and users with edit access can change user email addresses from the user edit form.

Product fields on import

Product fields import correctly rather than being skipped on format issues.

Password reset from the user edit form

Reset password now works reliably across scenarios.

Reporting manager assignment in tree hierarchy

Reporting managers can be assigned in descending order without the selection resetting.

Pipeline stage update errors

Updating a pipeline stage from the lead detail view no longer returns payload errors.

Delete and Restore History

Records deleted from Leads, Deals, Contacts or Companies — individually or in bulk — move to the Delete History module with their name and unique ID. Restore them or remove them permanently, with a complete history of delete and restore actions retained for traceability. Until permanently deleted, a record still counts toward its entity total.

Manage Dependency module

A module under Customization showing every field involved in a dependency configuration for an entity, where existing setups can be edited or removed. When adding a new dependent field here, add the same field to the active layout or the dependency will not appear in the interface.

Product field on Leads

A system-defined Product field, driven by the Product section and addable to Lead layouts through Customization, so a product can be associated with a lead for product-level tracking at the lead stage.

Invoices and quotations from Leads

Create and send invoices and quotations directly from Leads, extending what was previously available only in Deals. Everything generated from Leads is also available in the central Invoice and Quotation modules.

Dropdown dependency — phase two

Phone number, email, URL and zip code fields can now act as either controlling or dependent fields in a dependency configuration, lifting the earlier data type restriction.

Email reply threading

Reply to a specific received email from the entity timeline, with subsequent replies and incoming messages grouped into a single thread. Available on supported and configured databases.

Toolbar and assignment refinements

Table toolbars standardised for a uniform look, and user assignment flows in Manage Teams and Goals made clearer.

Phone validation scoped to GSM Dialer

Phone number validation was being applied across all Marketplace applications and is now restricted to the GSM Dialer installation flow, removing unnecessary validation errors elsewhere.

Tree-based hierarchical access

Define reporting-manager-driven hierarchies so managers see their direct reports' data without creating multiple teams purely for visibility. During signup, choose whether your organisation uses the existing team-based model or the new tree-based hierarchy.

GSM Dialer

Make and receive calls on mobile devices with call activity syncing back into Togile. Call logs, associated leads and recordings are captured automatically, so mobile-first teams keep a complete history in the CRM.

Dependency dropdowns

Configure fields so the value chosen in one dropdown controls the visibility of another, enabling multi-level dependent chains. Dependent fields appear only when the configured parent value is selected, keeping forms context-sensitive.

viaSocket integration

Workflow automation triggered by Togile events, connecting Togile to external systems. Map Togile fields to viaSocket workflows so events such as lead creation or deal updates run external automations.

Duplicate check in Quick Add

Entering a phone number in any Quick Add form immediately checks whether it already exists, so duplicates surface before the form is completed.

Entity table navigation

The row you act on is visually highlighted, and returning from an open record scrolls back to it automatically — a material difference in long lists.

Smart Filter redesigned

Smart Filter becomes a dropdown dialog for a more compact experience. Search, filters, column selector, Add Lead, bulk actions and Kanban controls move to the left with updated icons.

Tooltips and placeholders on system fields

Admins can configure tooltips and placeholders for system fields in Customization, standardising data entry guidance and reducing input errors.

Incoming mail in the entity log

Replies to emails sent from an entity now appear in that entity's log, giving a complete communication history in context.

Import with special characters in headers

Entity import validates headers containing special characters and proceeds correctly, preventing failed uploads for datasets exported from other tools.

Invoice and quotation sending

Resolved the errors affecting sending invoices and quotations to customers.

Email validation hardened at authentication

Email addresses are now fully validated during authentication, closing a previously identified vulnerability and reducing the risk of unauthorised access attempts.

Rename core entities

Customise the names of Lead, Deal, Contact and Company to match your business terminology.

Calling scheduler with attempt limits

Set daily and lifetime call limits per customer. Attempts count only where the call outcome is not connected, answered or completed, so successful connections are never counted against the limit. Evaluation uses the call log's updated-at time per lead.

Invoice and Quotation module

A centralised view of all sent invoices and quotations, with direct download from the table.

Terms, accounts and deal log integration

Invoices and quotations gain terms and conditions support, multiple account selection, and deal log activity integration for viewing and downloads.

Email log history in entity logs

Click the eye icon in an entity log to view sent outgoing emails directly.

Import auto-mapping

Where column names in the uploaded sheet exactly match CRM field names, mapping links them automatically to speed up imports.

Geo-fence map search

A search bar to locate areas quickly when setting up a fence.

Inactive users removed from manager profiles

Inactive users are now properly removed from reporting managers' profiles.

Product edit drawer pricing

Fixed incorrect pricing display in edit drawers following entity view price modifications.

Report drill-down on macOS

After drilling down from a report on macOS, the redirected entity table now reflects the same values as the report.

Multi-level team hierarchy visibility

Senior managers can access not only their own and their direct team's data but also data belonging to lower-level managers and their teams, including where a manager belongs to several teams — enabling broader oversight and reporting.

Own calling trunks

Add your own calling trunks within any integrated calling module for greater flexibility in call handling.

Date-field automation triggers

Automation conditions based on date fields were not firing; all such configured automations now run reliably.

Immediate block on deactivation

Inactive users are blocked on their next action after an admin deactivates them, rather than remaining able to act until their session ends.

Product form customization

Customise the add and edit product forms to match your business process, including adding custom fields.

Report drill-down

Click a metric value in a report or chart to be taken to the entity table showing only the records behind that number.

User profile module

Edit your own profile information and view your team from within the user profile module.

Additional trunk for Contaque Verve

Support for an additional trunk in the Contaque Verve integration.

Contaque softphone

Call customers directly from the application, with call logs, duration, outcome and recording all available in the call log module.

Email scraper

Fetch leads automatically from incoming Gmail and Outlook email based on user-defined templates. Add templates, review scraped data from sync logs, and manage users within the module.

Non-editable default base currency

A default base currency in the currency table, set as non-editable to maintain data consistency.

Past dates blocked on due date fields

Selection of past dates is now restricted in task, meeting and calendar due dates.

Currency selection on lead conversion

Fixed improperly limited product price currency selection when converting leads to deals.

User export with smart list selection

Export user functionality now handles smart list selection correctly, preventing failed exports.

Automation trigger on lead conversion

The entity create function now fires when leads are converted, rather than only the update function.

Crash on empty product entries

Fixed deal crashes caused by empty product entries saved through the edit form.

Login attempt lockout and reset

Accounts lock after five incorrect password attempts, with a reset login limit control in the user section to unlock. Limits are also applied to invalid login and incorrect OTP attempts during password reset, resetting after 24 hours.

Password policy enforcement on reset

Password reset logic now enforces strong password policy compliance.

WBBox WhatsApp integration

Send pre-approved WhatsApp templates to customers through WBBox. Templates are fetched from WBBox, and integration users, new templates and message logs are all managed from the Marketplace.

System messages rewritten

All error, alert and success messages have been rewritten in plain language with improved display timing, and a close control lets users dismiss a message manually. Language, tone and formatting are now consistent across the application.

Integration credentials sync across accounts

Credential changes made by a super admin previously applied only to their own account. Edits now sync consistently across all user accounts.

Task form customization

Customisable add and edit forms for the task section, applying across entity-specific tasks, the global task module, automation task drawers and the mobile application.

Source tracking on every record

Created Via and Updated Via now record how data entered the system — web for manual entry, import for the import module, and API for programmatic changes.

Named exports

Specify a custom name for an exported file, making exports easier to identify and manage.

Revisitable import summary

Return to an import summary by clicking the import name. Completed imports allow downloading both the import data and the report file; drafts allow the import file only.

AND/OR conditions in export filters

Combine export filter conditions with AND or OR for more precise control over what is exported.

Document preview on click

Documents open on click where a preview is available, and download where it is not.

New application loader

The application loader has been replaced with an improved version.

Created Via and Updated Via show IDs

These fields displayed user names instead of user IDs and now display IDs accurately.

Export with external document links

Exporting entities with external documents previously failed. External links are now included as a text file mapping file name to link, making exports reliable.

All products shown in deal info

Deals holding several products now list every product name rather than one name and a count.

Export reset on entity change

The export module now resets properly when the entity type changes, preventing export mismatches caused by switching entity during filtering.