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プロダクト変更履歴

最初の日から、何を出したか。

2025年10月以降のEDGE Swordのすべてのバージョンアップ — 1.0.0から3.34.0まで — それぞれにリリースノートがあります。エンジニア向けではなく、現場向けです。

リリースノートは、このサイトのどの言語でも英語で掲載しています。

現在のバージョン3.34.0
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3.34.0最新2026年8月21日

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.

新機能 2 · 改善 2 · 修正 0

  1. 新機能

    Shared offline catalog packs

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

  2. 新機能

    Dashboard analytics engine

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

  3. 改善

    Packet totals and partial ship

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

  4. 改善

    Notification permission on the bell

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

3.29.02026年8月19日

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.

新機能 0 · 改善 1 · 修正 1

  1. 修正

    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. 改善

    Alerts stack and stay keyboard-usable

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

3.28.02026年8月18日

Meridian, ready to download

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Download Meridian

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

  2. 新機能

    Multi-monitor screenshot labels

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

3.27.02026年8月17日

Shifts that flex, profiles that save

Scheduling and HR stop fighting the way people actually work.

新機能 1 · 改善 1 · 修正 0

  1. 新機能

    Flexible hour commitment

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

  2. 改善

    Optional HR fields

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

3.26.02026年8月12日

You decide what Meridian captures

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Meridian capture policy per employee

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

3.25.02026年8月11日

Time cards that know the task

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Calendar task sessions on time cards

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

3.24.02026年8月10日

Last-month pay, done fairly

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

新機能 0 · 改善 2 · 修正 1

  1. 改善

    Prorate final-month salary

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

  2. 改善

    Covenant downloads and PDF preview

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

  3. 修正

    Lead search and Facebook notification links

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

3.23.02026年8月8日

Paint EDGE Sword your colours

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    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.

3.22.02026年7月31日

A home for people teams

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

新機能 1 · 改善 1 · 修正 0

  1. 新機能

    People-focused home dashboard

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

  2. 改善

    Employee lists, timelines, and departments

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

3.21.02026年7月30日

Hire packets through Covenant

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Covenant hire-packet templates

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

3.20.02026年7月30日

Recruiting, training, and benefits

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

新機能 3 · 改善 0 · 修正 0

  1. 新機能

    Recruiting

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

  2. 新機能

    Training

    Training records with TalentLMS sync and Bamboo import.

  3. 新機能

    Benefits

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

3.19.02026年7月29日

A company documents drive

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

新機能 1 · 改善 1 · 修正 0

  1. 新機能

    Documents module

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

  2. 改善

    Faster folder browsing

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

3.18.02026年7月29日

Compensation history on the profile

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Compensation history

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

3.17.02026年7月28日

Employment history you can defend

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Employment timeline

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

  2. 新機能

    Data migration scorecard

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

3.16.02026年7月28日

HR catalogs that match the handbook

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    HR catalogs

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

3.15.02026年7月27日

Covenant e-signatures

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    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. 新機能

    Lightweight contact records for signers

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

3.14.02026年7月24日

A public status page

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Live status with uptime bars

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

3.13.02026年7月23日

A calendar people will keep open

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

新機能 1 · 改善 1 · 修正 0

  1. 新機能

    Redesigned calendar

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

  2. 改善

    Event reschedule notifications

    Assignees are told when a meeting moves.

3.12.02026年7月23日

Terms you actually accept

Signup and invite cannot skip the current legal versions.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Legal acceptance on auth

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

3.11.02026年7月22日

A knowledge base with a docs assistant

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    EDGEWeb knowledge base

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

3.10.02026年7月22日

ELT boards operators will open

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

新機能 0 · 改善 1 · 修正 0

  1. 改善

    ELT filters and Sage invoice metrics

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

3.9.02026年7月21日

Routes you can archive

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

新機能 0 · 改善 2 · 修正 0

  1. 改善

    Archive logistics routes

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

  2. 改善

    Shop names on the route

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

3.8.02026年7月21日

Push a confirmed order to Sage again

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    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.

3.7.02026年7月16日

Rooms, rentals, and the folio

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Rentable assets and live booking

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

  2. 新機能

    Reservations from hospitality leads

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

3.6.02026年7月15日

Front desk that scans a guest in

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Check-in station

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

  2. 新機能

    Add to Google Wallet

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

3.5.02026年7月14日

Hospitality wearing your theme

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

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Theme secondary on POS and booking

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

3.4.02026年7月14日

Guest booking and room stays

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Booking portal and staff desk

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

3.3.02026年7月13日

Hospitality POS

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    POS portal, kitchen, and admin

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

3.2.02026年7月13日

Sign in with a magic link

A password is optional when the inbox is enough.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Email magic link

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

3.1.02026年7月13日

Subscription billing in the product

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Billing backend and plans

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

3.0.02026年7月7日

Custom activities, and calls that belong on the timeline

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Custom activity types

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

  2. 新機能

    Popup dialer

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

2.54.02026年6月30日

Meridian activity and screenshots

The desktop agent starts reporting into time cards.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Activity reports and screenshots

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

2.53.02026年6月22日

On-device call transcripts

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Live transcription

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

2.52.02026年6月21日

Calling from EDGE Sword

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Voice softphone

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

2.51.02026年6月17日

Cash collected on the road, posted to Sage

A van receipt should not die in a notebook.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Salesman payment and Sage receipts

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

2.50.02026年6月16日

Live map and GPS

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    HookTrace GPS and live map

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

2.49.02026年6月12日

Carts in motion

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Live carts funnel

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

  2. 新機能

    Credit notes with PDFs

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

2.48.02026年6月8日

Clear a mistaken basket

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Bulk cart remove

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

  2. 新機能

    Stock summary on the cart

    Each line can show whether the warehouse can fulfil it.

2.47.02026年6月7日

A PIN on a shared tablet

A docked device is not an open tenant.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Member PIN with lockout

    Shared counter and warehouse devices can lock to a PIN.

2.46.02026年6月5日

FMCG dashboards worth opening on Monday

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Order and route widgets

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

2.45.02026年6月5日

Portal that works in a basement

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

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Offline catalog and autostart download

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

2.44.02026年6月2日

When ticket email is down, you see it

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Ticketing health banners

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

  2. 新機能

    Tenant suspend and warn

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

2.43.02026年5月29日

Smart Views for the morning list

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Lead Smart Views

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

2.42.02026年5月28日

A desk that can write like email

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

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Rich ticket replies and email threading

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

2.41.02026年5月27日

Communications Hub

Support conversations are not a different product from CRM.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Communications Hub

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

2.40.02026年5月23日

Ticketing from first email to CSAT

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Tickets, SLAs, and a customer portal

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

2.39.02026年5月16日

Statements the customer can export

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

新機能 1 · 改善 1 · 修正 0

  1. 新機能

    Portal statement export

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

  2. 改善

    Sage invoice references that stay stable

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

2.38.02026年5月13日

A chart of accounts

Finance posts against accounts, not against “miscellaneous.”

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Chart of accounts

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

  2. 新機能

    Salesman returns and bulk warehouse update

    Returns and warehouse moves without a side spreadsheet.

2.37.02026年5月8日

Pulse on the leads book

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Pulse dashboard and reminders

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

2.36.02026年5月6日

Repeat last order in one step

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

新機能 1 · 改善 1 · 修正 0

  1. 新機能

    Bulk cart upsert

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

  2. 改善

    Leave reversals

    Reversing leave no longer leaves balances stranded.

2.35.02026年5月4日

Leads you can edit in the grid

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

新機能 0 · 改善 1 · 修正 0

  1. 改善

    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.

2.34.02026年5月3日

Sign-in that remembers you — and locks out attackers

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Passkey setup at login

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

2.33.02026年4月30日

Tours for people who were not at the kickoff

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    In-app tutorials

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

2.32.02026年4月26日

edgesword.com is a real site

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Marketing site

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

2.31.02026年4月20日

Offline field selling

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Salesman offline sync

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

  2. 新機能

    Stacked carts

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

2.30.02026年4月15日

See the version you are on

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

新機能 3 · 改善 0 · 修正 0

  1. 新機能

    App version and updates

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

  2. 新機能

    Form templates and signatures

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

  3. 新機能

    Portal invoices and credit history

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

2.29.02026年4月13日

Workflows that can talk on WhatsApp

Automations and salesman chat share the same engine.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Workflow engine with WhatsApp and salesman chat

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

2.28.02026年4月12日

Credit Control

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Credit Control and invoice stats

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

2.27.02026年4月4日

Statements that look like EDGE Sword

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

新機能 1 · 改善 1 · 修正 0

  1. 改善

    Branded statement PDFs

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

  2. 新機能

    Recent People in messaging

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

2.26.02026年4月2日

Roles from a template

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Role Creator and templates

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

2.25.02026年4月1日

Distribute Now

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Distribute Now

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

2.24.02026年3月31日

Payslips you can email and export

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

新機能 1 · 改善 1 · 修正 0

  1. 新機能

    Payslip PDF, email, and Excel export

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

  2. 改善

    Salary proration setting

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

2.23.02026年3月30日

Shifts, punches, and hourly leave

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Shifts, rosters, and time cards

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

  2. 新機能

    Hourly leave

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

2.22.02026年3月29日

Sign in with Google or Slack

Link the account people already have.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Google and Slack sign-in

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

2.21.02026年3月28日

The shifts module, complete

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Shifts in reports and dashboards

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

2.20.02026年3月27日

Urgent reminders that actually send

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Urgent reminder worker

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

2.19.02026年3月25日

Dispatch and richer order statuses

Warehouse progress is a status, not a phone call.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Dispatch receipt and expanded statuses

    SOP timestamps from Sage. Reports with typed date filters.

2.18.02026年3月16日

FMCG reporting and a PF account you can read

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

新機能 1 · 改善 1 · 修正 0

  1. 新機能

    FMCG reporting

    Operator boards for invoices and routes.

  2. 改善

    Provident fund self-service

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

2.17.02026年3月13日

WhatsApp in the workspace

Message the number the customer already uses.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    WhatsApp (Twilio and Meta)

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

2.16.02026年3月11日

Provident fund on the payroll run

Contributions, withdrawals, and a ledger HR can defend.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Provident fund

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

2.15.02026年3月9日

Credit you can see before you confirm

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

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Credit gauge and projected balance

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

2.14.02026年3月8日

Push SOP into Sage

The warehouse system should not be re-keyed.

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Sage 200 SOP push

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

  2. 新機能

    Avatars

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

2.13.02026年3月6日

Offers, zones, and a login that looks like you

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Offers and delivery zones

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

  2. 新機能

    Custom domain and login branding

    The login page can wear the tenant.

2.12.02026年3月4日

Units, tokens, and milestone commissions

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Project units and payment schedules

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

2.11.02026年2月28日

EDGE AI in the dashboard

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    EDGE AI assistant

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

  2. 新機能

    Form builder

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

2.10.02026年2月27日

A map of the book

Coverage is a picture, not a list of addresses.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Customer map and geocoding

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

2.9.02026年2月25日

Sage that keeps price books and warehouses

A sync that forgets warehouses is not a sync.

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Sage price bands, warehouses, and stock

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

2.8.02026年2月22日

Sage 200

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Sage 200 connect and sync

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

2.7.02026年2月20日

Deep Search and a cleaner lead import

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Deep Search

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

2.6.02026年2月16日

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

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

新機能 3 · 改善 0 · 修正 0

  1. 新機能

    Passkeys (WebAuthn)

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

  2. 新機能

    Driver portal, vehicles, and trips

    The van sees the trip, not the whole CRM.

  3. 新機能

    Delivery dates, lead times, and cut-offs

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

2.5.02026年2月10日

Exit, rehire, and half-day leave

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

新機能 1 · 改善 1 · 修正 0

  1. 新機能

    Employee exit and rehire emails

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

  2. 改善

    Expenses overview

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

2.4.02026年2月8日

Orders, routes, and a picking manifest

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Orders module

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

  2. 新機能

    Routes and manifests

    Inventory routing, batch picking, and a manifest PDF.

2.3.02026年2月6日

Invite a customer to the portal

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Customer portal invite and setup

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

2.2.02026年2月2日

A door for the customer

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Customer portal

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

2.1.02026年2月1日

Vendors, batches, and barcodes that beep

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Vendors and batch production

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

2.0.02026年1月30日

A salesman portal, and shops that are not leads

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

新機能 3 · 改善 0 · 修正 0

  1. 新機能

    Salesman portal

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

  2. 新機能

    FMCG customers

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

  3. 新機能

    Employee profiles you can export

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

1.45.02026年1月28日

Real estate projects and payment plans

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

新機能 1 · 改善 1 · 修正 0

  1. 新機能

    Projects, units, and schedules

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

  2. 改善

    Leave verdict emails

    Approval or refusal lands in the inbox.

1.44.02026年1月26日

Capital register and the first salesman portal

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Capital management

    CapEx, investors, asset links, disposal.

  2. 新機能

    Salesman portal (first cut)

    Core components for selling on the road.

1.43.02026年1月17日

Invoices and statements that print

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

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Invoice PDF and statement export

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

1.42.02026年1月16日

Transaction IDs you design

Finance cares what the number looks like.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Custom transaction ID format

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

1.41.02026年1月14日

Themes, and an admin who can finish an invite

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Theme personalization

    Pick a palette for the tenant.

  2. 新機能

    Set password, disable members, transfer ownership

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

1.40.02026年1月12日

Do not close a deal on a promise

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

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Payments that gate the pipeline

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

1.39.02026年1月10日

Payroll that knows tax and commission

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Tax engine and payroll editing

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

1.38.02026年1月9日

Payroll runs and branded payslips

HR can run pay without exporting to a desktop app.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Payroll UI

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

1.37.02026年1月5日

Leave that knows policy

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Leave, departments, and the org chart

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

1.36.02026年1月3日

HR employees, and modules that match the industry

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Employee management

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

  2. 新機能

    Two-factor authentication

    A second factor on sign-in.

1.35.02026年1月2日

Unsaved work stays on screen

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Unsaved-changes bar

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

1.34.02025年12月31日

Switch tenants without signing out

One person, several companies, one login.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Tenant switching

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

1.33.02025年12月30日

Dashboards you can restrict

The boardroom view is not the intern’s.

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Dashboard access and filters

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

1.32.02025年12月29日

Build the Monday board yourself

Funnels, dates, and a phone thumb bar.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Custom dashboard builder

    Funnel breakdowns, date settings, mobile bottom navigation.

1.31.02025年12月26日

Edit a lead in the table

The grid is the work.

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Inline lead edits and a task pipeline

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

1.30.02025年12月24日

Assign a lead without losing the room

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

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Lead assignment and a mobile pipeline

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

1.29.02025年12月23日

Reminders for the events you created

A meeting is not only a row.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Event reminders

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

1.28.02025年12月22日

Stock, price lists, and a sales order

FMCG stops being a spreadsheet next to the CRM.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Batch stock and price lists

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

1.27.02025年12月21日

Turn on only the modules you run

And start stocking products with a map pin.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Tenant modules and FMCG products

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

1.26.02025年12月20日

Install EDGE Sword on the phone

Push can find you when the tab is closed.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    PWA and push notifications

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

1.25.02025年12月18日

Team-only tasks and events

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

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Team task and event access

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

1.24.02025年12月15日

Impersonate to support, not to guess

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Admin impersonation

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

1.23.02025年12月12日

Export the list you already filtered

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Export leads and deals

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

1.22.02025年12月8日

A workspace that looks like a product

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

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Visual refresh

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

1.21.02025年12月4日

One search box

Find a person without opening five modules.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Global search

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

1.20.02025年11月30日

My leads only

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    My Leads Only

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

1.19.02025年11月28日

Tasks that know the lead

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

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Task drawers with lead context

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

1.18.02025年11月26日

Distribution that can wear several roles

The queue is visible. Assignment survives a flaky webhook.

新機能 0 · 改善 1 · 修正 0

  1. 改善

    Distribution queue and multi-role assign

    Campaign fields on the lead stay put when Facebook retries.

1.17.02025年11月25日

Campaigns that know their Edge ID

Ad spend and the CRM share a name.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Edge campaign IDs and campaign fields

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

1.16.02025年11月24日

Chat that can hold a file and a GIF

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Messaging, complete enough to live in

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

1.15.02025年11月23日

Internal messaging

Talk in the product you already have open.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Conversations in EDGE Sword

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

1.14.02025年11月21日

Round-robin you can simulate

See who is next before you turn it on.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Lead distribution

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

1.13.02025年11月20日

Teams

People sit in teams. Leads can follow.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Teams

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

1.12.02025年11月18日

Assignment pools and smarter workflows

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

新機能 1 · 改善 1 · 修正 0

  1. 新機能

    Assignment pools

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

  2. 改善

    Workflow formula and data nodes

    Facebook setup is less of a scavenger hunt.

1.11.02025年11月17日

Assign a lead and tell them

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Lead assignment notifications

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

1.10.02025年11月16日

Expenses, and Facebook fields that map

Unmapped ad questions are a warning, not silent junk.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Expenses with a running balance

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

1.9.02025年11月15日

See who is in the product

Support without asking for a screenshot of the permissions puzzle.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    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.

1.8.02025年11月13日

Close only when the money is in

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    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.

1.7.02025年11月12日

Invoices that email as PDF

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Invoices, itemization, and bank methods

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

1.6.02025年11月11日

A deal stage that can raise an invoice

Payments settings, PDF in the mail.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Auto-create payments and invoice email

    Pipeline automation for collection, not a side process.

1.5.02025年11月10日

Public booking with a calendar invite

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

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Availability and .ics confirmation

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

1.4.02025年11月8日

Live notifications and an agent home

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

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Real-time notifications

    WebSocket alerts for deals and the rest of the day.

  2. 新機能

    Agent dashboards

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

1.3.02025年11月7日

Calendar, Google Meet, and a public asset page

Share a listing. Sync the diary.

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Calendar events and Google Calendar / Meet

    Public scheduling with timezones.

  2. 新機能

    Shareable asset views

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

1.2.02025年11月6日

Pay, commission, and a calendar

Unique IDs, tenant currency, and the first tasks.

新機能 2 · 改善 0 · 修正 0

  1. 新機能

    Payments and commissions

    Currency-aware forms.

  2. 新機能

    Calendar and tasks

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

1.1.02025年11月4日

Settings for people, seats, and roles

Members live in settings. Tables sort and resize.

新機能 1 · 改善 0 · 修正 0

  1. 新機能

    Members, seats, roles, commissions in settings

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

1.0.02025年10月26日

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.

新機能 4 · 改善 0 · 修正 0

  1. 新機能

    Your own workspace

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

  2. 新機能

    Leads and customers

    A leads workspace and a customer API with validation.

  3. 新機能

    Campaigns and companies

    Assign campaigns to leads. Accounts sit next to people.

  4. 新機能

    Assets and a floor-plan editor

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