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Product changelog

What shipped, from day one.

Every EDGE Sword version increase since October 2025 — 1.0.0 through 3.34.0 — with its own notes. Written for operators, not engineers.

Current version3.34.0
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3.34.0CurrentAugust 21, 2026

Offline packs, live dashboards

Salesmen sync a shared catalog offline, orders track partial shipment honestly, and dashboards get a real query engine with a rebuilt studio.

2 new · 2 improved · 0 fixed

  1. New

    Shared offline catalog packs

    The salesman portal downloads one catalog plus warehouse and price-list overlays, so offline stocking and pricing stay coherent.

  2. New

    Dashboard analytics engine

    Widgets run through a query engine with caching and schema migration, and the studio builds them live.

  3. Improved

    Packet totals and partial ship

    Order lines resolve packet totals consistently, and partially shipped orders show up in status UI.

  4. Improved

    Notification permission on the bell

    Enable notifications from the navbar bell popover instead of a blocking full-screen prompt.

3.29.0August 19, 2026

Tours that let go

A portal tour that ends badly can no longer leave the page untouchable, and alerts stack the way a modal should.

0 new · 1 improved · 1 fixed

  1. Fixed

    Portal stays tappable after a tour

    driver.js could leave its pointer-events lock behind after a tour died. The lock is now released, including when you navigate away mid-tour.

  2. Improved

    Alerts stack and stay keyboard-usable

    System and marketing alerts share one stack, trap focus while open, and dismiss with Escape.

3.28.0August 18, 2026

Meridian, ready to download

The desktop agent is a product you can send someone to install — not a file an engineer emails.

2 new · 0 improved · 0 fixed

  1. New

    Download Meridian

    A public download page with the latest macOS, Windows, and Linux builds, and the version on the button.

  2. New

    Multi-monitor screenshot labels

    Time-card activity says which screen was captured, so review is honest on a two-monitor desk.

3.27.0August 17, 2026

Shifts that flex, profiles that save

Scheduling and HR stop fighting the way people actually work.

1 new · 1 improved · 0 fixed

  1. New

    Flexible hour commitment

    Shift templates can describe a flexible hour commitment, not only a rigid start and end.

  2. Improved

    Optional HR fields

    Saving an employee edit no longer demands every optional field. Fill what you have.

3.26.0August 12, 2026

You decide what Meridian captures

People leads set capture policy per person, from HR — not a hidden config file.

1 new · 0 improved · 0 fixed

  1. New

    Meridian capture policy per employee

    Tenants set what the desktop agent records, and how often, on the employee record.

3.25.0August 11, 2026

Time cards that know the task

A punch is no longer only “who was in.” It can say what they were working on.

1 new · 0 improved · 0 fixed

  1. New

    Calendar task sessions on time cards

    Attribute punch time to a Calendar task. The timeline and details panel show the session.

3.24.0August 10, 2026

Last-month pay, done fairly

Leaving mid-period no longer risks a full month’s salary by accident.

0 new · 2 improved · 1 fixed

  1. Improved

    Prorate final-month salary

    Terminated employees are paid through the last day, not a fictional full period.

  2. Improved

    Covenant downloads and PDF preview

    Signed files download cleanly; office PDFs preview in the documents drive.

  3. Fixed

    Lead search and Facebook notification links

    Full-name search matches the whole name. Facebook notifications open the real lead.

3.23.0August 8, 2026

Paint EDGE Sword your colours

Stop picking one of seven presets when the brand is already decided.

1 new · 0 improved · 0 fixed

  1. New

    Tenant theme builder

    Easy mode starts from one colour. Advanced mode edits tokens. Charts follow the palette. Dark colours are derived until you override them.

3.22.0July 31, 2026

A home for people teams

The first screen after login can be a people dashboard, not a CRM funnel.

1 new · 1 improved · 0 fixed

  1. New

    People-focused home dashboard

    HR lands on headcount, joiners, and work that is waiting — not last week’s pipeline.

  2. Improved

    Employee lists, timelines, and departments

    Directories paginate at real scale. Profiles and timelines are easier to read.

3.21.0July 30, 2026

Hire packets through Covenant

Offers and onboarding papers go out for signature without a second product.

1 new · 0 improved · 0 fixed

  1. New

    Covenant hire-packet templates

    New-hire packets use Covenant. Recruiting, training, and benefits sit in the same app shell.

3.20.0July 30, 2026

Recruiting, training, and benefits

The people file is no longer “employee plus a folder of PDFs.”

3 new · 0 improved · 0 fixed

  1. New

    Recruiting

    Jobs and applicants, including a path to bring them over from BambooHR.

  2. New

    Training

    Training records with TalentLMS sync and Bamboo import.

  3. New

    Benefits

    Benefits with payroll deductions, so the slip and the policy agree.

3.19.0July 29, 2026

A company documents drive

Offer letters, IDs, and policies live with the person — not in a shared inbox.

1 new · 1 improved · 0 fixed

  1. New

    Documents module

    Folders, previews, employee-scoped files, and a global drive under /api/documents.

  2. Improved

    Faster folder browsing

    Opening a folder no longer feels like waiting on a warehouse scanner.

3.18.0July 29, 2026

Compensation history on the profile

What someone is paid — and what they used to be paid — is a timeline, not a rumour.

1 new · 0 improved · 0 fixed

  1. New

    Compensation history

    Components, history, and the latest pay projected onto salary structure. Bamboo compensation can import here.

3.17.0July 28, 2026

Employment history you can defend

Job changes, status, and on-bench time sit on the profile instead of a side spreadsheet.

2 new · 0 improved · 0 fixed

  1. New

    Employment timeline

    Merged history on the employee profile, with job and status imports from Bamboo when you are migrating.

  2. New

    Data migration scorecard

    A settings home for provider imports so a Bamboo cutover is a project, not a weekend panic.

3.16.0July 28, 2026

HR catalogs that match the handbook

Job titles, locations, and the lists HR actually uses are data, not free text.

1 new · 0 improved · 0 fixed

  1. New

    HR catalogs

    Configure the lists behind employee fields. Employee forms and profiles grow the fields a real HRIS expects.

3.15.0July 27, 2026

Covenant e-signatures

Send a document, get it signed, prove it later — without leaving EDGE Sword.

2 new · 0 improved · 0 fixed

  1. New

    Covenant dashboard, composer, and signing portal

    Signers get a simple portal. You get a verifier and a cryptography guide for how the file is protected.

  2. New

    Lightweight contact records for signers

    You can collect a signature from someone who is not yet an employee or a CRM contact.

3.14.0July 24, 2026

A public status page

Customers can see whether the platform is healthy before they open a ticket.

1 new · 0 improved · 0 fixed

  1. New

    Live status with uptime bars

    Health probes for Sage, cron, and ingestion workers. Incidents are listed instead of whispered.

3.13.0July 23, 2026

A calendar people will keep open

Week grid, a day panel, and tasks in a place that is not a buried tab.

1 new · 1 improved · 0 fixed

  1. New

    Redesigned calendar

    Week view, day panel, and a tasks route. Public scheduling remembers guests and respects vacation.

  2. Improved

    Event reschedule notifications

    Assignees are told when a meeting moves.

3.12.0July 23, 2026

Terms you actually accept

Signup and invite cannot skip the current legal versions.

1 new · 0 improved · 0 fixed

  1. New

    Legal acceptance on auth

    Users accept current terms and privacy. The marketing site shares the same documents the app shows.

3.11.0July 22, 2026

A knowledge base with a docs assistant

Help is articles plus a bot that has read them — not a PDF from onboarding.

1 new · 0 improved · 0 fixed

  1. New

    EDGEWeb knowledge base

    Guides, search, locale-aware docs, and a chat assistant. Help Center entry points live in settings too.

3.10.0July 22, 2026

ELT boards operators will open

Distribution reporting follows the salesman, the route, and the shop — not a generic CRM chart.

0 new · 1 improved · 0 fixed

  1. Improved

    ELT filters and Sage invoice metrics

    Scope by salesman, route, and customer. Invoice revenue nets credit notes. Inactive shops are not “Low” grade.

3.9.0July 21, 2026

Routes you can archive

A retired route is not a deleted one, and it should not keep promising delivery dates.

0 new · 2 improved · 0 fixed

  1. Improved

    Archive logistics routes

    Active and archived tabs. Archived routes are ignored when the portal computes delivery dates.

  2. Improved

    Shop names on the route

    Stops and searches show the shop, not only a contact name.

3.8.0July 21, 2026

Push a confirmed order to Sage again

When SOP missed a ticket, staff can send it without a developer.

1 new · 0 improved · 0 fixed

  1. New

    Sync to Sage on the order

    Re-sync confirmed unsynced orders, bulk re-sync from the list, and filter by sync state. Status badges are readable colours.

3.7.0July 16, 2026

Rooms, rentals, and the folio

A stay can pick up a POS check, and a lead can become a reservation.

2 new · 0 improved · 0 fixed

  1. New

    Rentable assets and live booking

    Issue and return tracking, live booking updates, and folio charges from pre-orders.

  2. New

    Reservations from hospitality leads

    Create a room reservation from the lead instead of retyping it at the desk.

3.6.0July 15, 2026

Front desk that scans a guest in

Search, QR, check-in, and no open POS check left behind at checkout.

2 new · 0 improved · 0 fixed

  1. New

    Check-in station

    Guest search and QR scan. Open POS checks are settled or voided before checkout.

  2. New

    Add to Google Wallet

    A stay pass from local branding assets, not a generic barcode.

3.5.0July 14, 2026

Hospitality wearing your theme

Booking and POS chrome follow the tenant’s secondary colour so it looks like the property, not a demo.

0 new · 1 improved · 0 fixed

  1. Improved

    Theme secondary on POS and booking

    Buttons, filters, and booking CTAs use the tenant secondary token.

3.4.0July 14, 2026

Guest booking and room stays

Resorts can take a booking, a folio, and a room without a second property system.

1 new · 0 improved · 0 fixed

  1. New

    Booking portal and staff desk

    Guest booking, room configuration, folios, and POS charges onto the stay. Google Wallet config is ready when you are.

3.3.0July 13, 2026

Hospitality POS

Checks, kitchen flow, and tables — in EDGE Sword, not a bolted-on till.

1 new · 0 improved · 0 fixed

  1. New

    POS portal, kitchen, and admin

    Hospitality POS models, check mutation, sales-channel fields on products, and the front-of-house screens.

3.2.0July 13, 2026

Sign in with a magic link

A password is optional when the inbox is enough.

1 new · 0 improved · 0 fixed

  1. New

    Email magic link

    Open a signed link from email to sign in to the main app.

3.1.0July 13, 2026

Subscription billing in the product

Plans and billing UI live next to the workspace, not only in a spreadsheet finance keeps.

1 new · 0 improved · 0 fixed

  1. New

    Billing backend and plans

    Revamped billing UI and plan models so what the tenant is on is visible in EDGE Sword.

3.0.0July 7, 2026

Custom activities, and calls that belong on the timeline

Notes, voice, and the activities your process actually uses share one record — not three modules.

2 new · 0 improved · 0 fixed

  1. New

    Custom activity types

    Define the activities you run. Voice logs sit on the same timeline as the rest of the work.

  2. New

    Popup dialer

    Place and take calls without leaving the record you are looking at.

2.54.0June 30, 2026

Meridian activity and screenshots

The desktop agent starts reporting into time cards.

1 new · 0 improved · 0 fixed

  1. New

    Activity reports and screenshots

    Desktop activity lands on the time card. Capture is a people setting, not a rumour.

2.53.0June 22, 2026

On-device call transcripts

Speech can become notes on the laptop, next to the call.

1 new · 0 improved · 0 fixed

  1. New

    Live transcription

    On-device transcription during a call. The transcript sits with the voice session.

2.52.0June 21, 2026

Calling from EDGE Sword

Click-to-dial, answer, decline, hang up. The contact you are looking at is the call.

1 new · 0 improved · 0 fixed

  1. New

    Voice softphone

    WebRTC audio, ringback, connecting tones, call history, and sessions that tear down when they get stuck.

2.51.0June 17, 2026

Cash collected on the road, posted to Sage

A van receipt should not die in a notebook.

1 new · 0 improved · 0 fixed

  1. New

    Salesman payment and Sage receipts

    Take payment after checkout. Receipts push to Sage 200 and allocate to invoices when the bank mapping is set.

2.50.0June 16, 2026

Live map and GPS

Dispatch can see where the route is, not where it was this morning.

1 new · 0 improved · 0 fixed

  1. New

    HookTrace GPS and live map

    Tenant-scoped GPS, a live map, SOP mapping, and stock beside the same picture.

2.49.0June 12, 2026

Carts in motion

See who is building an order, who stalled, and where a credit note needs a human.

2 new · 0 improved · 0 fixed

  1. New

    Live carts funnel

    A funnel of portal carts so a supervisor is not refreshing thirty sessions.

  2. New

    Credit notes with PDFs

    Credit notes sync, print, and sit next to the invoice they reverse.

2.48.0June 8, 2026

Clear a mistaken basket

Deleting thirty SKUs one tap at a time is not a workflow.

2 new · 0 improved · 0 fixed

  1. New

    Bulk cart remove

    Removals batch in the background so a weak connection does not freeze the screen.

  2. New

    Stock summary on the cart

    Each line can show whether the warehouse can fulfil it.

2.47.0June 7, 2026

A PIN on a shared tablet

A docked device is not an open tenant.

1 new · 0 improved · 0 fixed

  1. New

    Member PIN with lockout

    Shared counter and warehouse devices can lock to a PIN.

2.46.0June 5, 2026

FMCG dashboards worth opening on Monday

Orders, routes, and product movement — not a CRM chart with the labels swapped.

1 new · 0 improved · 0 fixed

  1. New

    Order and route widgets

    Line-level product analytics, names you recognise, and salesman shop photos.

2.45.0June 5, 2026

Portal that works in a basement

Catalog and carts cache on the device; you are told what is waiting to upload.

0 new · 1 improved · 0 fixed

  1. Improved

    Offline catalog and autostart download

    A prompt to keep the catalog local, and a portal UI that does not assume fibre.

2.44.0June 2, 2026

When ticket email is down, you see it

Support is only useful if you know the pipe is alive.

2 new · 0 improved · 0 fixed

  1. New

    Ticketing health banners

    If ingestion is unreachable, ticket screens in the app and portal say so.

  2. New

    Tenant suspend and warn

    Service Edge can pause a tenant, email the people who need to know, and show a warning first.

2.43.0May 29, 2026

Smart Views for the morning list

The slice of the pipeline you actually run is a saved view, not a screenshot.

1 new · 0 improved · 0 fixed

  1. New

    Lead Smart Views

    Pin, reorder, and translate views. They respect the same permissions as the rest of leads.

2.42.0May 28, 2026

A desk that can write like email

Replies can be rich, threaded, and still safe to store.

0 new · 1 improved · 0 fixed

  1. Improved

    Rich ticket replies and email threading

    HTML replies, inbound auto-reply, desk settings, and a message card that shows who wrote.

2.41.0May 27, 2026

Communications Hub

Support conversations are not a different product from CRM.

1 new · 0 improved · 0 fixed

  1. New

    Communications Hub

    Channels in one place so a ticket and a CRM thread can live together.

2.40.0May 23, 2026

Ticketing from first email to CSAT

Inbound mail becomes a ticket with an SLA, not a forwarded chain.

1 new · 0 improved · 0 fixed

  1. New

    Tickets, SLAs, and a customer portal

    Assignment, comments, attachments, bulk status, guest links, and CSAT. The desk is built for volume.

2.39.0May 16, 2026

Statements the customer can export

Accounts should not email a PDF that already exists in the portal.

1 new · 1 improved · 0 fixed

  1. New

    Portal statement export

    Date histograms and a statement the customer can take with them.

  2. Improved

    Sage invoice references that stay stable

    Canonical invoice references so a full Sage reload does not invent duplicates.

2.38.0May 13, 2026

A chart of accounts

Finance posts against accounts, not against “miscellaneous.”

2 new · 0 improved · 0 fixed

  1. New

    Chart of accounts

    COA, bank accounts on receipts, and an accounting UI with tables and tabs that match the rest of the app.

  2. New

    Salesman returns and bulk warehouse update

    Returns and warehouse moves without a side spreadsheet.

2.37.0May 8, 2026

Pulse on the leads book

Follow-ups are a queue, not a memory test.

1 new · 0 improved · 0 fixed

  1. New

    Pulse dashboard and reminders

    A leads home with reminders. Access is permissioned — Pulse is not a back door.

2.36.0May 6, 2026

Repeat last order in one step

“Same as last time” should not mean tapping every SKU again.

1 new · 1 improved · 0 fixed

  1. New

    Bulk cart upsert

    Many lines at once, online or offline, including when repeating an order.

  2. Improved

    Leave reversals

    Reversing leave no longer leaves balances stranded.

2.35.0May 4, 2026

Leads you can edit in the grid

The table is the work, not a preview of a form.

0 new · 1 improved · 0 fixed

  1. Improved

    Inline-editable leads and a themed PWA

    Edit in the table. Install screenshots and a themed manifest so the home-screen app looks like the tenant.

2.34.0May 3, 2026

Sign-in that remembers you — and locks out attackers

Passkeys from the login screen, lockout with a reset path, and a calmer mobile auth.

1 new · 0 improved · 0 fixed

  1. New

    Passkey setup at login

    Set up a passkey during the login session, with lockout and a reset UI if someone is guessing.

2.33.0April 30, 2026

Tours for people who were not at the kickoff

A new hire should not be trained only by a PDF from 2019.

1 new · 0 improved · 0 fixed

  1. New

    In-app tutorials

    A tutorial hub and guided tours on portal and core flows, including category hero images to learn by looking.

2.32.0April 26, 2026

edgesword.com is a real site

Locales, cookies, and the brand the product actually uses.

1 new · 0 improved · 0 fixed

  1. New

    Marketing site

    English, Urdu, German, Japanese, and Arabic. Cookie choices. The public home of EDGE Sword.

2.31.0April 20, 2026

Offline field selling

A basement shop is not an excuse to write the order on paper.

2 new · 0 improved · 0 fixed

  1. New

    Salesman offline sync

    Catalog, prices, and carts cache on the device. The same order submitted twice when signal returns does not duplicate.

  2. New

    Stacked carts

    Keep several baskets on a route instead of wiping a cart for the next shop.

2.30.0April 15, 2026

See the version you are on

Settings shows the build, and you can apply a waiting update.

3 new · 0 improved · 0 fixed

  1. New

    App version and updates

    Application settings plus a service-worker manager. This changelog is versioned against that number.

  2. New

    Form templates and signatures

    Reusable blocks, signatures, and WhatsApp session windows for field capture.

  3. New

    Portal invoices and credit history

    Customers and salesmen see invoices, credits, and transactions without emailing accounts.

2.29.0April 13, 2026

Workflows that can talk on WhatsApp

Automations and salesman chat share the same engine.

1 new · 0 improved · 0 fixed

  1. New

    Workflow engine with WhatsApp and salesman chat

    Field chat and WhatsApp actions in the automation path, not a side bot.

2.28.0April 12, 2026

Credit Control

Collections is a module, not a spreadsheet next to the CRM.

1 new · 0 improved · 0 fixed

  1. New

    Credit Control and invoice stats

    Picking lists, Sage invoice fields, and the numbers a credit manager asks for.

2.27.0April 4, 2026

Statements that look like EDGE Sword

Exports carry the brand and a QR, with PDF layouts that print.

1 new · 1 improved · 0 fixed

  1. Improved

    Branded statement PDFs

    Single-page or grouped layouts, EDGE mark, and QR.

  2. New

    Recent People in messaging

    A people panel with avatars so starting a chat is not a directory hunt.

2.26.0April 2, 2026

Roles from a template

Stop cloning “Sales” by hand for every country team.

1 new · 0 improved · 0 fixed

  1. New

    Role Creator and templates

    Start from a template, filter the list. Settings group Security. Modules are cards you can explain.

2.25.0April 1, 2026

Distribute Now

Push a bulk of leads through assignment immediately, with a proper email.

1 new · 0 improved · 0 fixed

  1. New

    Distribute Now

    Bulk assignment with templated emails, plus clearer Facebook lead merging so you do not get three of the same person.

2.24.0March 31, 2026

Payslips you can email and export

A run is not done until the file left the building.

1 new · 1 improved · 0 fixed

  1. New

    Payslip PDF, email, and Excel export

    Per-run export, employee ID on the sheet, and permissions for who may see a slip.

  2. Improved

    Salary proration setting

    Joiners and leavers can be prorated when the tenant says so.

2.23.0March 30, 2026

Shifts, punches, and hourly leave

Rosters are first-class. A few hours off is not a fake full day.

2 new · 0 improved · 0 fixed

  1. New

    Shifts, rosters, and time cards

    Templates, bulk assign, open shifts, recurring patterns, punch in/out, exports, and notifications in the shift’s timezone.

  2. New

    Hourly leave

    Book hours, see them on the roster. PWA prompts when a new version is waiting.

2.22.0March 29, 2026

Sign in with Google or Slack

Link the account people already have.

1 new · 0 improved · 0 fixed

  1. New

    Google and Slack sign-in

    OAuth sign-in and account linking. Native Meta Lead Ads as well, with form preview.

2.21.0March 28, 2026

The shifts module, complete

The roster, the board, and the reports talk to each other.

1 new · 0 improved · 0 fixed

  1. New

    Shifts in reports and dashboards

    Analytics templates and a roster that does not swap boards when you blink.

2.20.0March 27, 2026

Urgent reminders that actually send

A cron, a Resend template, and a calendar link that opens the right tab.

1 new · 0 improved · 0 fixed

  1. New

    Urgent reminder worker

    Templated reminders. Calendar deep links land on the list tab they meant.

2.19.0March 25, 2026

Dispatch and richer order statuses

Warehouse progress is a status, not a phone call.

1 new · 0 improved · 0 fixed

  1. New

    Dispatch receipt and expanded statuses

    SOP timestamps from Sage. Reports with typed date filters.

2.18.0March 16, 2026

FMCG reporting and a PF account you can read

Distribution boards, and provident fund that survives a zero-salary month.

1 new · 1 improved · 0 fixed

  1. New

    FMCG reporting

    Operator boards for invoices and routes.

  2. Improved

    Provident fund self-service

    Ledgers reverse instead of delete. Mid-month joiners, VPF, and EOBI-only cases are handled.

2.17.0March 13, 2026

WhatsApp in the workspace

Message the number the customer already uses.

1 new · 0 improved · 0 fixed

  1. New

    WhatsApp (Twilio and Meta)

    Templates, preview, approval, media, and auto-create a customer when a new number writes in.

2.16.0March 11, 2026

Provident fund on the payroll run

Contributions, withdrawals, and a ledger HR can defend.

1 new · 0 improved · 0 fixed

  1. New

    Provident fund

    Enrollment, payroll integration, self-service, withdrawals, and reversals when a run is redone.

2.15.0March 9, 2026

Credit you can see before you confirm

Projected balance on the customer, not only after Sage shouts.

0 new · 1 improved · 0 fixed

  1. Improved

    Credit gauge and projected balance

    Checkout in order currency. Invites can use the tenant’s custom domain.

2.14.0March 8, 2026

Push SOP into Sage

The warehouse system should not be re-keyed.

2 new · 0 improved · 0 fixed

  1. New

    Sage 200 SOP push

    Orders into Sage SOP, with retries you can see when a token expires.

  2. New

    Avatars

    Upload a cropped photo. Invitation errors shake instead of failing silently.

2.13.0March 6, 2026

Offers, zones, and a login that looks like you

Commercial extras and a custom domain on the sign-in page.

2 new · 0 improved · 0 fixed

  1. New

    Offers and delivery zones

    Plus packet selling flags, stock summary by inventory, and customer price lists for salesmen.

  2. New

    Custom domain and login branding

    The login page can wear the tenant.

2.12.0March 4, 2026

Units, tokens, and milestone commissions

A reservation is a unit with a schedule, not a sticky note.

1 new · 0 improved · 0 fixed

  1. New

    Project units and payment schedules

    Tokens attach to units. Commissions can follow the first milestone. Member IDs and commission-only pay are supported.

2.11.0February 28, 2026

EDGE AI in the dashboard

Ask, get a table, do not invent the filter combination.

2 new · 0 improved · 0 fixed

  1. New

    EDGE AI assistant

    Chat in the dashboard, inactive-lead search, and a tenant toggle at signup.

  2. New

    Form builder

    Build a form, collect submissions, keep answers on the customer.

2.10.0February 27, 2026

A map of the book

Coverage is a picture, not a list of addresses.

1 new · 0 improved · 0 fixed

  1. New

    Customer map and geocoding

    See shops on a map. Filters can be multi-value. Sell-by-case pricing for the van.

2.9.0February 25, 2026

Sage that keeps price books and warehouses

A sync that forgets warehouses is not a sync.

0 new · 1 improved · 0 fixed

  1. Improved

    Sage price bands, warehouses, and stock

    Token fallback when grant dies. Duplicate a role without recreating fifty checkboxes.

2.8.0February 22, 2026

Sage 200

Accounting truth and EDGE Sword start sharing customers, stock, and invoices.

1 new · 0 improved · 0 fixed

  1. New

    Sage 200 connect and sync

    Customers, configuration UI, a worker, company/site switcher, and columns you can hide.

2.7.0February 20, 2026

Deep Search and a cleaner lead import

Find the person. Import with a certificate of who was assigned.

1 new · 0 improved · 0 fixed

  1. New

    Deep Search

    Ask across records. Import history and a certificate PDF. A denser grid for the people who live in tables.

2.6.0February 16, 2026

Passkeys, a driver portal, and delivery dates you can explain

Face ID instead of a password. Drivers see the trip. Lead times are data.

3 new · 0 improved · 0 fixed

  1. New

    Passkeys (WebAuthn)

    Sign in with Face ID, Windows Hello, or a security key.

  2. New

    Driver portal, vehicles, and trips

    The van sees the trip, not the whole CRM.

  3. New

    Delivery dates, lead times, and cut-offs

    Recommendations and delivery counts on the product. Salesman portal updates for the road.

2.5.0February 10, 2026

Exit, rehire, and half-day leave

People leave and come back. A morning off is not a full day.

1 new · 1 improved · 0 fixed

  1. New

    Employee exit and rehire emails

    Accrual payroll with payment links. Half-day and probation rules that recalc balances.

  2. Improved

    Expenses overview

    A stationery category and overview APIs so petty spend is visible.

2.4.0February 8, 2026

Orders, routes, and a picking manifest

The warehouse gets a list. The customer gets an email.

2 new · 0 improved · 0 fixed

  1. New

    Orders module

    Draft, confirm, list, repeat. Portal emails and live notifications.

  2. New

    Routes and manifests

    Inventory routing, batch picking, and a manifest PDF.

2.3.0February 6, 2026

Invite a customer to the portal

SSO hydration means staff who are also customers keep one head.

1 new · 0 improved · 0 fixed

  1. New

    Customer portal invite and setup

    Browse, filter, cart, and a session that hydrates from the member login.

2.2.0February 2, 2026

A door for the customer

They browse products, see their price, and place an order without calling a rep.

1 new · 0 improved · 0 fixed

  1. New

    Customer portal

    Product detail, packet pricing, sell-by-units, and credit management on the same door.

2.1.0February 1, 2026

Vendors, batches, and barcodes that beep

Unit versus case should not be a debate at the dock.

1 new · 0 improved · 0 fixed

  1. New

    Vendors and batch production

    Stock APIs, production recording, and scanners that understand UPC/EAN for unit and case.

2.0.0January 30, 2026

A salesman portal, and shops that are not leads

The van gets a purpose-built door. An FMCG customer is a shop.

3 new · 0 improved · 0 fixed

  1. New

    Salesman portal

    Customers, products, and orders without back-office chrome.

  2. New

    FMCG customers

    Shop records stay out of the generic lead list. Lead profiles exist for the CRM side.

  3. New

    Employee profiles you can export

    Bio, documents, external flag, PDF with salary structure.

1.45.0January 28, 2026

Real estate projects and payment plans

Units, galleries, milestones — sales is not keeping a parallel tracker.

1 new · 1 improved · 0 fixed

  1. New

    Projects, units, and schedules

    Unit types, layouts, capped recurring payments, developer and unit counts on the list.

  2. Improved

    Leave verdict emails

    Approval or refusal lands in the inbox.

1.44.0January 26, 2026

Capital register and the first salesman portal

The money that bought the cooler, and a door for the van.

2 new · 0 improved · 0 fixed

  1. New

    Capital management

    CapEx, investors, asset links, disposal.

  2. New

    Salesman portal (first cut)

    Core components for selling on the road.

1.43.0January 17, 2026

Invoices and statements that print

Search, tax, PDF, and a sequence you can explain.

0 new · 1 improved · 0 fixed

  1. Improved

    Invoice PDF and statement export

    Pagination, relationship filters, bank details, and an email when transaction IDs regenerate.

1.42.0January 16, 2026

Transaction IDs you design

Finance cares what the number looks like.

1 new · 0 improved · 0 fixed

  1. New

    Custom transaction ID format

    Regenerate, reset periods, and keep the sequence honest with the highest number already used.

1.41.0January 14, 2026

Themes, and an admin who can finish an invite

Colours for the workspace. A stuck invite is not a support ticket.

2 new · 0 improved · 0 fixed

  1. New

    Theme personalization

    Pick a palette for the tenant.

  2. New

    Set password, disable members, transfer ownership

    Admins can activate invitations and move ownership without a back-channel.

1.40.0January 12, 2026

Do not close a deal on a promise

Pending money can block the stage. Probability on the card is honest.

0 new · 1 improved · 0 fixed

  1. Improved

    Payments that gate the pipeline

    Commissions create when money is paid. Assets on the deal. Petty cash and statement KPIs.

1.39.0January 10, 2026

Payroll that knows tax and commission

YTD, reversals, and a slip you can edit when the engine should not pretend.

1 new · 0 improved · 0 fixed

  1. New

    Tax engine and payroll editing

    Taxable flags, manual override, commissions on the run, contra transfers between accounts.

1.38.0January 9, 2026

Payroll runs and branded payslips

HR can run pay without exporting to a desktop app.

1 new · 0 improved · 0 fixed

  1. New

    Payroll UI

    Runs, deletion, bank details on the slip, reimbursements on expenses.

1.37.0January 5, 2026

Leave that knows policy

Accrual, probation, withdrawal, and a manager who actually approves.

1 new · 0 improved · 0 fixed

  1. New

    Leave, departments, and the org chart

    Multi-step approval, reporting lines, departments. Replace a member and take their work with them.

1.36.0January 3, 2026

HR employees, and modules that match the industry

A distributor should not stare at a real-estate token screen on day one.

2 new · 0 improved · 0 fixed

  1. New

    Employee management

    The people roster. Industry-sensible default modules. 2FA is in this week of work for the account.

  2. New

    Two-factor authentication

    A second factor on sign-in.

1.35.0January 2, 2026

Unsaved work stays on screen

Walk away from a form; the save bar tells you.

1 new · 0 improved · 0 fixed

  1. New

    Unsaved-changes bar

    Print receipts from expenses. Tasks can recreate with a signature section. Multi-tenant users switch without signing out.

1.34.0December 31, 2025

Switch tenants without signing out

One person, several companies, one login.

1 new · 0 improved · 0 fixed

  1. New

    Tenant switching

    Settings in the sidebar, a top loading bar, and tables that finally match across companies, products, and inventories.

1.33.0December 30, 2025

Dashboards you can restrict

The boardroom view is not the intern’s.

0 new · 1 improved · 0 fixed

  1. Improved

    Dashboard access and filters

    User, team, and role visibility. Edit rights. A filter bar for the whole board. Widgets resize and auto-save.

1.32.0December 29, 2025

Build the Monday board yourself

Funnels, dates, and a phone thumb bar.

1 new · 0 improved · 0 fixed

  1. New

    Custom dashboard builder

    Funnel breakdowns, date settings, mobile bottom navigation.

1.31.0December 26, 2025

Edit a lead in the table

The grid is the work.

0 new · 1 improved · 0 fixed

  1. Improved

    Inline lead edits and a task pipeline

    Paginated tasks, overdue filter, related entity on the card. Copy a lead’s details in one tap.

1.30.0December 24, 2025

Assign a lead without losing the room

A visual assign, a drawer that works on a phone.

0 new · 1 improved · 0 fixed

  1. Improved

    Lead assignment and a mobile pipeline

    Quick assign, animated visualization, swipeable lead-drawer tabs.

1.29.0December 23, 2025

Reminders for the events you created

A meeting is not only a row.

1 new · 0 improved · 0 fixed

  1. New

    Event reminders

    Plus bulk lead import with duplicate checking, so a CSV does not create twins.

1.28.0December 22, 2025

Stock, price lists, and a sales order

FMCG stops being a spreadsheet next to the CRM.

1 new · 0 improved · 0 fixed

  1. New

    Batch stock and price lists

    Multiple locations, replenishment, tags, company vendor roles, and the first sales-order model.

1.27.0December 21, 2025

Turn on only the modules you run

And start stocking products with a map pin.

1 new · 0 improved · 0 fixed

  1. New

    Tenant modules and FMCG products

    Industry at signup, module guards, products, categories, images, packaging, Google Maps on locations.

1.26.0December 20, 2025

Install EDGE Sword on the phone

Push can find you when the tab is closed.

1 new · 0 improved · 0 fixed

  1. New

    PWA and push notifications

    Home-screen install, iOS splash, FCM only when you are actually offline.

1.25.0December 18, 2025

Team-only tasks and events

A team leader sees their people, not the whole company.

0 new · 1 improved · 0 fixed

  1. Improved

    Team task and event access

    Avatars on task cards. A proper lead search dropdown instead of a giant select.

1.24.0December 15, 2025

Impersonate to support, not to guess

See what they see. Pipeline cards show what happened last.

1 new · 0 improved · 0 fixed

  1. New

    Admin impersonation

    Recent activity on lead cards, per-stage sort, duplicate-lead check, payment export.

1.23.0December 12, 2025

Export the list you already filtered

And a marketing dashboard for the campaigns that created those leads.

1 new · 0 improved · 0 fixed

  1. New

    Export leads and deals

    Marketing dashboard, column filters, pagination that does not reset your place.

1.22.0December 8, 2025

A workspace that looks like a product

Glass, gauges, and numbers that fit on a card.

0 new · 1 improved · 0 fixed

  1. Improved

    Visual refresh

    Today’s activity score, aging and source charts, liquid-glass option, Phosphor icons.

1.21.0December 4, 2025

One search box

Find a person without opening five modules.

1 new · 0 improved · 0 fixed

  1. New

    Global search

    Shortcuts, permissions that respect the team, and payment balances that keep income apart from expense.

1.20.0November 30, 2025

My leads only

The book you own is a filter, not a rumour.

1 new · 0 improved · 0 fixed

  1. New

    My Leads Only

    On the list and the pipeline. Country on the person. Unmapped Edge IDs show the campaign they should have hit.

1.19.0November 28, 2025

Tasks that know the lead

Create and open a task from the dashboard without losing the person.

0 new · 1 improved · 0 fixed

  1. Improved

    Task drawers with lead context

    Due time, owner on the card, lead details in the drawer.

1.18.0November 26, 2025

Distribution that can wear several roles

The queue is visible. Assignment survives a flaky webhook.

0 new · 1 improved · 0 fixed

  1. Improved

    Distribution queue and multi-role assign

    Campaign fields on the lead stay put when Facebook retries.

1.17.0November 25, 2025

Campaigns that know their Edge ID

Ad spend and the CRM share a name.

1 new · 0 improved · 0 fixed

  1. New

    Edge campaign IDs and campaign fields

    Auto-link Facebook leads, associated leads on the campaign, image colours, fields that only that campaign asks.

1.16.0November 24, 2025

Chat that can hold a file and a GIF

Groups, typing, and a database that will not take the CRM down with it.

1 new · 0 improved · 0 fixed

  1. New

    Messaging, complete enough to live in

    Attachments with captions, groups, ownership transfer, invites, emoji, GIFs, typing, read state, separate message store.

1.15.0November 23, 2025

Internal messaging

Talk in the product you already have open.

1 new · 0 improved · 0 fixed

  1. New

    Conversations in EDGE Sword

    Send, receive, sounds, notifications, open a thread from a URL.

1.14.0November 21, 2025

Round-robin you can simulate

See who is next before you turn it on.

1 new · 0 improved · 0 fixed

  1. New

    Lead distribution

    Teams, leaders of more than one team, configuration, simulation, round-robin reset.

1.13.0November 20, 2025

Teams

People sit in teams. Leads can follow.

1 new · 0 improved · 0 fixed

  1. New

    Teams

    Backend and UI. Leaders, filters on the people picker, assignment pools you can move leads between.

1.12.0November 18, 2025

Assignment pools and smarter workflows

Formula nodes, and a pool that is not “everyone.”

1 new · 1 improved · 0 fixed

  1. New

    Assignment pools

    Visibility controls, move between pools, lock reassignment with a warning you can actually read.

  2. Improved

    Workflow formula and data nodes

    Facebook setup is less of a scavenger hunt.

1.11.0November 17, 2025

Assign a lead and tell them

Including when they have no email, and when they are offline.

1 new · 0 improved · 0 fixed

  1. New

    Lead assignment notifications

    Internal email for leads without an address. Assets searchable. Tokens can exist without an asset yet.

1.10.0November 16, 2025

Expenses, and Facebook fields that map

Unmapped ad questions are a warning, not silent junk.

1 new · 0 improved · 0 fixed

  1. New

    Expenses with a running balance

    Executive dashboard. LeadsBridge mapping UI. Lead source on the customer.

1.9.0November 15, 2025

See who is in the product

Support without asking for a screenshot of the permissions puzzle.

1 new · 0 improved · 0 fixed

  1. New

    Eye (live presence)

    Idle detection. Legal pages and a data-deletion path. A lead drawer. WhatsApp button on the phone. Lead pipelines and bulk assign.

1.8.0November 13, 2025

Close only when the money is in

Win confirmation, commission approval, and a log of who moved what.

1 new · 0 improved · 0 fixed

  1. New

    Deal payments, commissions, and activity log

    View-own permissions on the server. Locked assets. Tokens that convert to deals. Phone and bulk edit on members.

1.7.0November 12, 2025

Invoices that email as PDF

Bank accounts are how you got paid, not a note.

1 new · 0 improved · 0 fixed

  1. New

    Invoices, itemization, and bank methods

    Skip automations when a human is doing something exceptional. Commission rules in the API. Property tokens.

1.6.0November 11, 2025

A deal stage that can raise an invoice

Payments settings, PDF in the mail.

1 new · 0 improved · 0 fixed

  1. New

    Auto-create payments and invoice email

    Pipeline automation for collection, not a side process.

1.5.0November 10, 2025

Public booking with a calendar invite

Someone books you; you get a notice and an .ics.

1 new · 0 improved · 0 fixed

  1. New

    Availability and .ics confirmation

    Google token refresh before the slot is offered. In-app notice for a new booking.

1.4.0November 8, 2025

Live notifications and an agent home

The desk has a board. The bell has a socket.

2 new · 0 improved · 0 fixed

  1. New

    Real-time notifications

    WebSocket alerts for deals and the rest of the day.

  2. New

    Agent dashboards

    More than one dashboard. Email templates that are not one giant HTML file.

1.3.0November 7, 2025

Calendar, Google Meet, and a public asset page

Share a listing. Sync the diary.

2 new · 0 improved · 0 fixed

  1. New

    Calendar events and Google Calendar / Meet

    Public scheduling with timezones.

  2. New

    Shareable asset views

    Galleries, video, documents, floor plan, tracking on the public link.

1.2.0November 6, 2025

Pay, commission, and a calendar

Unique IDs, tenant currency, and the first tasks.

2 new · 0 improved · 0 fixed

  1. New

    Payments and commissions

    Currency-aware forms.

  2. New

    Calendar and tasks

    A first cut of project cards came and went; assets kept custom fields, property config, and a PDF viewer.

1.1.0November 4, 2025

Settings for people, seats, and roles

Members live in settings. Tables sort and resize.

1 new · 0 improved · 0 fixed

  1. New

    Members, seats, roles, commissions in settings

    Empty states, design tokens, resizable invoice columns, a phone field that knows countries.

1.0.0October 26, 2025

EDGE Sword begins

A company can sign up, invite no one yet, and still run leads, customers, campaigns, companies, and a first inventory — with roles that belong to that company.

4 new · 0 improved · 0 fixed

  1. New

    Your own workspace

    Multi-step signup, OTP email, welcome mail, login, and RBAC that starts on day one.

  2. New

    Leads and customers

    A leads workspace and a customer API with validation.

  3. New

    Campaigns and companies

    Assign campaigns to leads. Accounts sit next to people.

  4. New

    Assets and a floor-plan editor

    Floors, rooms, square footage — the seed of warehouse and property.