Release notes

What's new in our products

Product teams add an update here only after opening it from the menu and seeing it work with real records. Each entry tells you what changed, where to find it in the menu and who it is for.

Cortex
39
SmartERP
1
SmartŞarj
1
  1. Sales intelligence: at-risk deals, decision-maker map and customer engagement score

    The Revenue Intelligence screen gains three live sections. "At-risk deals" lists open deals with a low health score alongside how many days they have gone without activity; "Pipeline audit" compares the open pipeline with the quarterly requirement derived from the last six months' sales pace and shows the shortfall; "Customers with growth potential" scores and ranks customers you can sell to again. Each of the eight KPI cards on the screen now opens the list of deals behind that number when clicked. On the deal card's Contacts tab, "Decision-maker coverage" sorts the people at the company into decision maker, budget holder, technical evaluator and internal champion roles, and names any missing role. The company card produces a 0–100 engagement score from the last 30 days of meetings, calls, emails, deals and support activity; clicking any number lists the underlying records.

    Where
    CRM Revenue Intelligence CRM Deals (deal) Contacts CRM Companies (company)
    Who it's for
    sales teams and sales managers

    Create candidates from a résumé

    When adding a new candidate in Recruitment, you can upload a résumé file (PDF, Word or plain text). AI fills the form with the name, email, phone, most recent title and company, years of experience, skills and a short summary; only empty fields are filled, and the user reviews and saves. The candidate card now also has phone, title, company, experience, skills and notes fields.

    Where
    HR Recruitment Candidates Add
    Who it's for
    recruitment and HR teams

    Month-end close is now checked automatically

    On the 1st of every month, the previous month is scanned; if there are invoices not yet posted to accounting or journal entries awaiting approval, company managers get a notification with the count and can go straight from it to the list of unposted invoices. Documents that have been reversed are not counted as pending work.

    Where
    Notifications (bell); setting under Administration Scheduled Jobs Month-end close check
    Who it's for
    accounting team, company managers
  2. Escalation screen for work nearing its deadline

    Tasks whose deadline is approaching or has passed are automatically reported to escalation levels derived from the organization and project chain; the schedule is built backwards from the deadline so that every level has enough time to step in. The Projects > Escalations screen shows open items, who currently holds them, the time remaining or overdue, and the chain history. A person who receives a notification can click "Seen" to record in the chain that they have taken ownership. Nobody receives more than 5 separate escalations a day; any extra are combined into a single summary notification, and no notifications are sent at night.

    Not yet available: filtering by impact threshold (budget, customer, legal obligation) and merging the daily summary into the management briefing.

    Where
    Projects Escalations
    Who it's for
    project managers, department managers, senior management

    Live chat embedded on your website, with a bot that answers first

    The web chat channel in the Contact Center now actually works. Add the one-line code from the channel settings to your website and a "Write to us" button appears in the bottom right corner; visitor messages land in the Contact Center, and the agent's reply reaches the visitor's window within seconds. A chatbot can be connected to the channel: it greets visitors and hands the conversation over to an agent when it cannot answer. The "AI-Powered" bot answers based on the company information you give it. Visitors can rate the chat from 1 to 5 when they end it.

    Not yet available: the bot does not connect to WhatsApp, Telegram or Messenger; those channels are answered by the Omnichannel AI.

    Where
    Support & Service Contact Center Channel settings Support & Service Chatbot
    Who it's for
    support and sales teams that welcome customers on their website

    Multiple signers and sequential signing

    A Digital Signature request can now have multiple signers. With "Sequential signing" turned on, signers sign in the set order: nobody can sign before their turn, the link is sent to the next signer automatically once the previous one signs, and if someone declines it does not go any further. The signer portal shows a clear status such as "It's not your turn yet; you are 2nd in line". The delivery method (SMS/email) is automatically narrowed down based on the signers' contact details.

    Where
    Documents Digital Signature New Signature Request
    Who it's for
    teams that get contracts and forms signed through an approval chain

    Project-specific work calendar; the critical path now recognizes holidays

    Project settings now include a "Work calendar" section where you enter which days of the week are worked, daily working hours, and project-specific holidays or extra working days (which can repeat every year). Public holidays come in automatically from Support > Working Hours. The critical path, capacity and resource leveling are now calculated with this calendar; previously they only skipped weekends and counted holidays as working days.

    Where
    Projects project Management Settings Work calendar
    Who it's for
    project managers, field teams working six days a week

    Connect a support mailbox; replies on a ticket go to the customer by email

    Connect a mailbox under Settings > Email Settings and answer "Support ticket" to "What should incoming mail become?", and the mailbox is read every 3 minutes, with each new email becoming a support ticket. When the customer replies to the ticket email or puts the ticket number in the subject, their message is added to the same ticket. Text written on a ticket as a "Customer Reply" is sent to the customer by email, while an "Internal Note" stays within the team; this distinction is now also available in the side panel of the ticket list (previously, comments in the side panel never reached the customer). "Test connection" actually connects to the server and explains the cause of any problem in Turkish.

    Where
    Settings Email Settings Support & Service Support Tickets
    Who it's for
    teams providing support by email

    Get documents signed by people without a Cortex account

    In Digital Signature, you can attach a PDF or Word document to a signature request (Word is converted to PDF). The signer receives a personal link; without a Cortex account, they read the document on their phone or computer, request a verification code, enter it and sign, or decline with a reason. Once everyone has signed, a signature page listing the signers, signing times and a digest of the original document is appended to the end of the document; both the requester and the signers can download the signed document. The verification code is valid for 15 minutes, with a maximum of 5 failed attempts.

    Where
    Documents Digital Signature New Signature Request "Send signing link" in the request details
    Who it's for
    teams that get contracts, quotes and forms signed

    Daily Plan on a single screen; add tasks and truly complete them

    The two "Daily Plan" screens that sat under the same name in the Projects menu have been merged into one. Work for the selected day is grouped into overdue, due that day, in progress, next 7 days and undated; that day's meetings and logged work time appear on the same screen. "Add task" creates a task due on the selected day directly. The circle next to a task now actually completes it (previously it was only crossed out on screen and came back after a page refresh); the progress bar shows the real completion rate of tasks due that day.

    Where
    Projects Daily Plan
    Who it's for
    everyone who works with tasks

    Swimlanes on the project board

    The project board can be split into horizontal swimlanes by assignee, priority, task type, epic or task label; each swimlane shows its own task count and can be collapsed. The swimlane chosen in Board Settings becomes the board's default (previously the setting was saved but not applied to the board), and the "Swimlane" selector on the board lets you switch on the fly. Dragging a card to another column within a swimlane changes its status.

    Where
    Projects project details Kanban Projects Board Settings Swimlanes
    Who it's for
    project managers, team leads

    Leave and half days count toward project capacity; weekly load chart

    Under Project details > Capacity > Capacity Overview, "Enter availability" lets you record a period when a member is on leave, working half days or in training, together with the total hours they can work in that period; the form also shows the normal hours for that period. Capacity, resource leveling and utilization percentage are calculated from these hours. The new "Weekly Load" tab shows the team's capacity week by week and the load coming from tasks, along with the number of people over capacity. These features previously lived on a separate page that could not be reached from the menu. On the Members and Capacity tabs, roles now display correctly as "Owner / Member / Observer".

    Where
    Projects project details Capacity
    Who it's for
    project managers, team leads

    Critical path calculated in working days; API Guide refreshed

    The Critical Path in project details now calculates task durations and dates in working days; a task starting on Friday and ending on Monday counts as 2 days, not 4, and the early finish date no longer falls on a weekend. The dates in the slack table and the "Early Finish" card show the same day. The "API & SDK" page in Settings is now the "API Guide": it includes an introduction, the real endpoints and working examples for JavaScript, Python and C# that need no extra packages; server-to-server connection keys are managed from the Developer Portal.

    Where
    Projects project details Critical Path Settings API Guide
    Who it's for
    project managers; teams connecting their own software to Cortex

    My Tasks list updates automatically

    When a task assigned to you or created by you is added, changed or reassigned by someone else, the My Tasks list updates within a few seconds without reloading the page. The list of the person the task was taken from is refreshed at the same time.

    Where
    Projects My Tasks
    Who it's for
    everyone who works with tasks

    Common free time suggestions when scheduling meetings

    In the Schedule Meeting form, once you pick attendees and set a duration, the "Show common free times" button lists the slots in the coming working days when everyone is free (09:00–18:00); clicking a slot fills in the start and end times. Attendees' other meetings, calendar events, appointments and approved leave count as busy. The "Automatic Meeting" menu has been renamed "Meeting Recording and Summary" to describe what it does.

    Where
    Communication Schedule Meeting Communication Meeting Recording and Summary
    Who it's for
    everyone who organizes meetings

    Project capacity in real hours; WIP limits on the board; project digital twin

    Project details > Capacity > Capacity Overview now shows each member's real capacity (working days × 8 hours, or the capacity plan) and the load from open tasks for this week and the next three weeks; previously everyone appeared with a fixed 40 hours and 0 used. Skill Match shows the fit percentage member by member and the skills nobody on the team has, and the Skill Matrix shows levels correctly. In Critical Path, the early finish date and the per-task slack table are populated. The WIP limit entered in Board Settings appears on the project board as "count / limit" and turns red when exceeded; new board settings start with the project's actual statuses. In Scenarios, "Project Digital Twin" now shows the project's model and "My Digital Twin" shows the personal profile.

    Where
    Projects project details Capacity, Critical Path, Kanban Projects Board Settings Portfolio Scenarios & Simulation
    Who it's for
    project managers and team leads

    Overtime, bonuses and deductions in payroll; SGK contribution ceiling

    In a calculated payroll, you can enter each employee's overtime hours, bonus/premium and additional deductions with a description (advance, wage garnishment, etc.) for the month on their row. Overtime pay is calculated at 50% above the hourly rate in line with the Turkish Labor Law; overtime and bonuses are added to gross pay and subject to SGK (Turkish social security) and tax, while deductions are taken from net pay. If deductions exceed net pay, the calculation is rejected. The payslip shows base pay, overtime, bonus and deductions separately. The SGK contribution ceiling (a multiple of the minimum wage, 9 in 2026) has been added to the parameters screen.

    Where
    HR Payroll period row HR Payroll Payroll parameters
    Who it's for
    HR and payroll teams

    Task reminders work; self-service shows only defined leave types

    Reminders set on a task are now sent on time: the assignee gets an in-app notification, and if the channel is "Email" or "Both", an email is sent too. The same reminder never arrives twice. In leave requests on the Self-Service Portal, the list of leave types comes from the policies in Leave Management, with each type's remaining days shown next to it.

    Where
    Projects task details Scheduling Reminder HR Self-Service Portal Leave Request
    Who it's for
    all users

    Interviewers enter their score and notes from the list

    Every row in Recruitment > Interviews has an "Evaluate" button. The interviewer enters a 1–5 star rating and interview notes; on saving, the interview is marked Completed and the score appears in the list. Evaluations can be edited later. Only a manager can evaluate someone else's interview. A scheduled interview can be cancelled from the same row after confirmation. Location and meeting link can be entered when scheduling, and the link is clickable in the list. The score and notes fields have been removed from the scheduling form: they were never saved, and scores are now entered after the interview.

    Where
    HR Recruitment Interviews
    Who it's for
    HR, recruitment teams and managers who conduct interviews

    Resource leveling shows suggestions first and applies them with your approval

    In project details, Capacity > Resource Leveling now shows, day by day, the people who exceed their capacity on the same day. "Calculate suggestions" lists which work would move to which day without changing any task. A one-day task stays one day, and weekends are skipped. If "Keep deadlines" is selected, any suggestion that would miss a deadline is listed separately with the reason and is not applied. "Apply" writes the dates, the project list refreshes immediately, and every shift is recorded in the task's history. Bulk status, priority, assignee and deadline changes in the task list now also change only the selected field and report how many tasks were changed.

    Where
    Projects project details Capacity Resource Leveling Task list
    Who it's for
    project managers and team leads
  3. Leave requests are approved only by the employee's manager; finance screens require permission

    In Leave Management, each employee sees their own requests and those of the people they manage. "Pending approval" shows only requests from employees that person manages. A request can only be approved or rejected by the employee's manager, the department head or their deputy, or a system administrator. Nobody can approve their own request. Cash & Bank, fee planning, collections, usage billing, payment dashboards and AI keys no longer appear in the menu for users without permission. When choosing attendees in the calendar, meetings and e-signature, and when mentioning someone with @ in text, the people list is now available to every user.

    Where
    HR Leave Management Finance Cash & Bank Finance Billing Calendar Meetings Documents E-Signature
    Who it's for
    managers, HR, finance teams and all users

    You define the recruitment stages; applications from your website land in HR

    The stages candidates move through are no longer fixed. In Recruitment > Candidate Pipeline, "Edit stages" lets you add stages, rename them and change their order. A stage that contains applications cannot be deleted, and the number of applications in it is shown. Stages with rules, such as "Hired" and "Rejected", can be renamed but not deleted. Applications submitted through the careers page now go directly to Recruitment > Candidates.

    Where
    HR Recruitment Candidate Pipeline and Candidates
    Who it's for
    HR and recruitment teams

    Every list can be viewed as List, Card or Kanban

    The toolbar of screens that list records now offers a List · Card · Kanban choice. In Card view, each record becomes a card with its title and fields; in Kanban view, records are split into columns by status, stage or another field you choose. Your choice is remembered for each screen. At the same time, the menu has been simplified: pages that are tabs of a screen (Digital Signature's pending signatures, templates and evidence reports; Finance's receivables and payables) no longer appear separately in the menu and open from the screen's own tab.

    Where
    toolbar of list screens Documents Digital Signature Finance Cash & Bank
    Who it's for
    all users
  4. Only administrators can change account settings

    Account-wide settings such as SSO/LDAP, external API keys, webhooks, BI connections, guest access, data governance, system performance, the audit log and the immutable audit trail are now open only to the system administrator; other users do not see these pages in the menu. Tax definitions and help content can be read by everyone but changed only by an administrator. If someone without permission tries to access these records, they see "only the system administrator can view this" instead of "no records".

    Where
    Settings menu
    Who it's for
    security and compliance officers, system administrators

    Charging fees beyond cards: energy wallet, credits, minutes and campaigns

    The cost of a charging session can be deducted from a kilowatt-hour wallet (closed-loop energy card, corporate fleet quota), a credit or minute package, or a prepaid ₺ wallet; deductions from the energy wallet are made in kWh, with no money involved. Wallet top-ups, reservation at the start of charging, settlement of only what was used at the end (the remainder is released automatically), refunds and adjustments with a reason are all kept as ledger entries; an RFID/QR/licence plate/card number can be linked to a wallet, and the account is found when it is scanned on site. Campaigns are read from a single place: campaigns in the existing loyalty service appear as they are, and campaigns the operator creates apply the same way across all ELPO products; a campaign can grant free energy (kWh), a percentage or amount discount, points, credits or minutes. The answer to "Which campaigns apply to this transaction?" appears on screen instantly once the amount, member and coupon are entered.

    Where
    Türkiye Compliance Pack Setup Payments (Campaigns and Wallets tabs)
    Who it's for
    charging network operators (finance/marketing), corporate fleet customers, sites using closed-loop cards
  5. Documents generated from templates can go through approval

    An approval workflow can be attached to a document template. Every document generated from that template (manually or by an automation's "Generate Document" step) lands in the Approval Inbox; the approver opens it with "Open document" and approves or rejects it. The list of generated documents shows each document's status: Awaiting approval, Approved, Rejected. If the approval workflow is inactive or has no steps, the document is not generated and the reason is shown. Menu change: Documents > Document Automation has been removed. Its rules could not be linked to any template. The same job is now set up in Automations with an event (or on a schedule) and a "Generate Document" step

    Where
    Automation Approval Workflows (record type "Generated Document") Documents Document Templates "Approval workflow" in the template form Approval Inbox Work approvals
    Who it's for
    legal, sales and management teams that review contracts, quotes and official correspondence before signing

    Project expenses go through approval; nobody can approve their own expense

    Project expense rows now have an "Approve" button. Only the project owner or an administrator can approve, and nobody can approve an expense they entered themselves (administrators included); a user who tries sees the warning "You cannot approve an expense you entered". An approved expense cannot be edited or deleted. If SmartERP is connected, the expense is sent there the moment it is approved. Finance threshold: if a workflow with record type "Project Expense" is created in Approval Workflows and a threshold amount (TL) is entered, expenses at or above that amount approved by the project owner enter that workflow; the expense is approved once the workflow is approved. Budget shows "In finance approval" or "Rejected by finance". Expenses in currencies other than TL go through this workflow regardless of amount. If the threshold is empty, the rule is off. Only the system administrator can create and change approval workflows

    Where
    Projects project All tabs Budget Expenses
    Who it's for
    project managers, finance teams, managers who want expense control
  6. Change history on records: who changed what, when, and from what to what

    Contact, company, deal, invoice, quote, contract and employee records now have a "History". Each row shows who made the change, when, and the field's old and new values ("Stage: Qualified → Won", "Owner: Emre Çelik → Mehmet Yılmaz"). Links such as contact, company and stage are shown by name rather than ID, and record creation is shown as well. History can only be opened by users allowed to view the record. On invoices and quotes, the history in the same panel refreshes instantly when the status changes.

    Where
    "History" tab in Contact, Company and Deal details "Change History" section in the Invoices and Quotes panel history button on the contract card "Record History" in employee details
    Who it's for
    sales, finance and HR teams; managers who want auditability and accountability

    The correct owner now shows on contact, company and candidate cards

    Some records showed the wrong person as the owner, and saving from the edit form could change the owner without anyone noticing. In Contacts, Companies, Candidates and Activities, the owner name, the "Owner" filter and the edit form now all show the same person. The "Edit" button on the contact details page now works, and files can be uploaded from the "Files" tab in contact and company details.

    Where
    CRM Contacts Companies Candidates Activities
    Who it's for
    sales teams and managers who filter records by owner

    Every number is clickable: the records behind a card's figure open in one click

    The summary cards at the top of screens (for example "Open Orders 12", "Critical Anomalies 6", "Out of Warranty 1") are now clickable and bring up the actual records that make up that figure — the relevant tab opens, the list narrows with the same filter, and the filter stays visible as a label on screen ("… · remove filter"). Cards can be clicked even when the figure is zero and say "no records for this metric", so you can see why the number is zero.

    Where
    all customer screens — CRM, procurement, HR, field service, IT assets, AI dashboards, industry modules, business processes, reports
    Who it's for
    everyone who tracks work through reports and dashboards (managers, team leads, specialists)
  7. Product selection on invoices; prices come from the document's currency

    You can now pick products from your product catalog on invoice lines (previously this was only available on quotes). When a product is selected, the description, VAT and unit price are filled in; the price is taken from the price defined for the invoice's currency. If there is no price in that currency, a warning such as "No USD price is defined for this product" appears. The same rule applies to sales orders: previously, orders used the price in the product's own currency (a TRY price on a EUR order). The product link on a line is now preserved when editing an invoice.

    Where
    CRM Invoices CRM Sales Orders CRM Quotes ("Product" on the line row)
    Who it's for
    sales and finance teams that issue invoices and orders

    Invoice and quote document templates are filled with record data

    In Document Templates, you can prepare templates of type "Invoice", "Price Quote" and "Quote" and generate a document from a record; the number, customer, status, dates and amounts are filled in, and the line items table appears wherever you write {{ItemsTable}}. These types could be selected before, but the template fields were left as blank placeholders in the document.

    Where
    Documents Document Templates ("Generate document from this template" on the template row)
    Who it's for
    anyone who sends invoices, pro formas and quotes to customers

    Contract templates can be edited; long texts work smoothly

    Contract/petition templates can now be edited and deleted (previously they could only be created). Generating a document from a long template over 2000 characters used to fail; there is no longer a limit on text length.

    Where
    Documents Contract Templates ("Edit" and "Delete" on the card)
    Who it's for
    teams working with legal and contract texts

    Share your automations and install automations from other accounts

    You can share an automation you have built with "Submit to catalog". On submission, contacts, document templates, email and web addresses, and conditions tied to a specific project or company are removed automatically; this information never leaves your account. Once ELPO reviews and approves the automation, other Cortex accounts can install it. When installing, users see what the automation does (the texts it will write, its conditions and actions) and choose their own contacts and templates; the automation is installed switched off, and they turn it on. The status of your submission (in review, in catalog, how many accounts installed it, and the reason if rejected) is shown on the card.

    Where
    Automation Automations ("Submit to catalog" on the card) Automation Automation Templates "Shared by accounts" Cortex AI Assistant Management Assistant Store
    Who it's for
    everyone who builds automations or wants to get started quickly with ready-made ones

    Rules installed from automation templates now actually run

    Automations installed from a template with "Install" previously did not run on any event. Now 17 templates (such as overdue task notification, automatic assignment of unassigned tasks/tickets, overdue invoice alert, daily standup and sales target reminders, and payroll and VAT return reminders) are installed with a real trigger. Templates that cannot be installed yet show the reason on their card. Flows you build in the Automation Designer are also moved to the Automations screen and run when the event occurs.

    Where
    Automation Automation Templates Automation Automation Designer
    Who it's for
    everyone who uses automations

    The voice assistant speaks with a natural voice, and you choose it

    The assistant's spoken replies have moved from an artificial, robotic tone to natural speech. You choose whether the assistant speaks with a male or female voice; the choice is saved to your account, so the same voice greets you whichever computer you sign in from. When the interface language changes, the voice switches to that language too (Turkish, English, German). If your microphone has more than one input, you can also choose which one to use.

    Where
    floating rail on the right AI Assistant panel ("Assistant voice" below the microphone row)
    Who it's for
    everyone who uses voice commands and spoken replies

    Voice commands understand what you say more accurately

    Commands given in everyday speech now open the right screen. "Open project management" now opens Projects (it used to open Assistant Management), and "Open the feed, hey Cortex" opens Feed. If the screen you are looking for cannot be found, the assistant offers the closest screen names as clickable options — no need to speak again.

    Where
    AI Assistant panel wake with "Hey Cortex"
    Who it's for
    everyone who works by voice
  8. Support & Service menu split into two sections

    The single list of 46 screens is now organized under Help Desk (tickets, knowledge base, contact and call center, appointments, customer portal) and Field Service (technical service, field board, planned maintenance, contractors, occupational safety, alarms, charging network, fleet, compliance). The screen you need is found faster.

    Where
    left menu Support & Service
    Who it's for
    support and field teams

    Deeper Microsoft Project import

    When importing a .mpp/.xml file, you choose which fields to bring in, resources in the file are matched with Cortex users and made task assignees, you choose "skip / overwrite / create new" for tasks with the same name, and the parent-child task structure and dependencies are preserved. Every import is logged in the history.

    Where
    Integrations MS Project
    Who it's for
    project managers moving from Microsoft Project

    Copying a project now carries over tasks and status columns

    When a project is copied, not just the project card but also its tasks and Kanban status columns come over to the new project. A description can also be entered when creating a project from a template.

    Where
    Projects project menu Copy Automation Templates
    Who it's for
    teams running recurring projects

    Files can be attached to comments

    Uploaded files can be attached to a comment on a record; the file name, size and download link appear below the comment.

    Where
    record details with a comment field
    Who it's for
    everyone

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