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Concord - Deals Management CRM PHP System

Concord - Deals Management CRM PHP System 1.4.1

1.4.1 - Mar 16, 2024​

  • Updated: Disable dark mode on document public view
  • Updated: Do not remove previous phone numbers on web form submission
  • Updated: Implement "back-off" logic on email client sync
  • Update: Export will include a local date time for DateTime fields
  • Fix: ID fields doesn't have value in export
  • Fix: Cannot reorder pipelines
  • Fix: Cannot delete user via API
  • Fix: Radio filter not working correctly
  • Fix: Fix web form phone field not updating
  • Fix: Web form submission does not set owner assigned date

1.4.0 - Mar 4, 2024​

  • Add ability to filter deals by contacts and companies
  • Add ability to filter contacts by companies
  • Add ability to filter companies by contacts
  • Add ability to paste images from clipboard in editor
  • Add ability to navigate to deal, contact, company via activity
  • Add ability to enter negative deal amount
  • Updated: Re-designed global search results
  • Updated: Keep global search results until page refresh
  • Updated: Improve filters builder and general UI
  • Updated: Improve dark mode colors
  • Updated: Improve activities calendar and UI
  • Updated: Improve deals board performance
  • Updated: New modules structure
  • Updated: Mobile UI fixes and enhancements
  • API: Add ability to provide deal "swatch_color" via API
  • Fix notifications are not displayed
  • Fix activities calendar incorrect filter by user
  • Fix cannot change operand filter
  • Fix delete notification performs redirection
  • Minor fixes

1.3.4 - Nov 27, 2023​

  • Add ability to select export date range field
  • Add ability to select "In 1 Week" when creating follow up task
  • Changed: Excude mentions from bulk edit action
  • Updated: Open resources directly on "Insights" view instead of performing redirect
  • Updated: Make DatePicker compatible with UI colors
  • Updated: Create follow up task will skip weekends for week and month selection
  • Updated: Search to use wildcard
  • UI Enhancements
  • Performance & code improvements
  • Fixed associations endpoint show all results instead of only associated
  • Fixed deals board does not search custom fields
  • Fixed activity table not refreshed whe activity marked as complete from modal
  • Fix cannot edit lost reason
  • Fix email message error when message is empty.
  • Fixed in detail view date custom fields always included in updated attributes
  • Fix filter not always applied

1.3.3 - Oct 16, 2023​

  • Add tags feature for inbox
  • Add ability to filter inbox messages by tags
  • Improve filters UI
  • Fix total products filter showing error
  • Fix Pusher.js integration fails with 500 error
  • Fix cannot mark message as unread
  • Fix deal amount field value not updated when adding products
  • Performance improvements
  • Like
Reactions: GhRG87FGH

1.2.2 - Jul 11, 2023​

  • Add tags feature for deals, contacts and companies
  • Add document content settings
  • Add ability to re-order products
  • Add Russian translation
  • Improved: Ensure deal create does not fail when pipeline has no stages
  • Improved: Add ability to directly re-order table headings
  • Improved: Logs view UI
  • Updated: Remove border from document sidebar active items
  • Fix queued emails associations
  • Fix compose message modal not displayed properly with many templates
  • Fix duplicate attachments failing mailclient
  • Fix privacy policy view
  • Fix placeholders for subject not always parsed

1.2.1 - Jun 27, 2023​

  • Add URL custom field
  • Add ability to translate brand config values
  • Show user teams in sidebar dropdown
  • Show the teams the user is managing in user profile
  • Enhance UI on products table
  • Improved: Disable dark mode on web forms
  • Improved: Display a warning for empty placeholders before sending a message
  • Improved: When sending message use placeholders from first associated resource or first recipient
  • Performance improvements
  • Fix billable calculations with 100% discount on line item
  • Fix Twilio activation text not in translation file
  • Fix textarea placeholder new lines
  • Fix document error when non authenticated user view
  • Fix message not associated with contact during synchronization
  • Fix cannot search company and contacts by email
  • Fix filter next month not working properly
  • Fix cannot update role
  • Fix cannot delete user with imports
  • Fix navbar command text showing when searching
  • Fix issues with incorrect card results
  • Fix deals board stage sorting not applied
  • Fix incorrect date format

1.2.0 - May 9, 2023​

  • Add ability to open preview modal via details view
  • Add ability for unique custom fields to be globally searchable
  • Add ability to add placeholders in email subject
  • Add ability to resize document content columns
  • Add ability to specify PDF padding per document
  • Improved: Keep last (saved) filter active after navigating from list view
  • Improved: Search field won't be disabled when searching to retain focus
  • Improved: Document and mail templates tags names
  • Fix product description not shown on document products table
  • Fix when adding document placeholder the focus is lost
  • Fix dashboard cards enabled state is not reflected on insights view
  • Fix select field cleared when searching
  • Fix document templates not loaded in dropdown

1.1.6 - Jan 17, 2023​

  • Add ability to define team manager
  • Add ability role capability "Team Only" for most of the applicable resources
  • Added ability to define unique custom field (Text, Number, Email) for contacts, companies and products
  • Updated: Adjust deal pipeline switcher to fit stages in one line
  • Improve parsing mail client stale classes
  • Fix: Regular user cannot mark activity as complete via "My Activities" dashboard card
  • Fix: Navbar CSS z-index
  • Fix: Editor locale not loaded correctly
  • Fix: connect shared email account shows 404 error
  • Like
Reactions: Mr.Cody

1.1.5 - Jan 12, 2023​

  • Added option to specify FROM header for personal email accounts
  • Added deal board view weighted value per stage based on win probability
  • Added option to make the lost reason field required
  • Added roles and teams users table fields
  • Updated: When exporting contacts, the associated companies names will be exported
  • Updated: When exporting companies, the associated contacts names will be exported
  • Updated: Product performance card will take into account won deals instead of accepted documents
  • Fix: phone field not properly parses calling prefix during import
  • Fix: conflict with Plesk mod security
  • Fix: deal amount not saved on create
  • Fix: pipeline teams and users visibility field not shown after save
  • Fix: deal board stage total not properly calculated
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