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Concord - Deals Management CRM PHP System

Concord - Deals Management CRM PHP System 1.4.1

raz0r

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raz0r submitted a new resource:

Concord - Deals Management CRM - Deals Management CRM | 38040332

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Concord is an affordable self-hosted CRM web-based application, with a one-time fee and can help your company to easily manage and organize deals/leads, contacts, and companies, and have a clear overview of the next actions that need to be taken to successfully close a sale.

With its intuitive design and easy to use features crafted with care, you can organize your sales workflow as your company requires, with custom pipelines, stages that...

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raz0r updated Concord - Deals Management CRM with a new update entry:

Concord v1.1.5 - Deals Management CRM

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...

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raz0r updated Concord - Deals Management CRM with a new update entry:

Concord v1.1.6 - Deals Management CRM

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...

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raz0r updated Concord - Deals Management CRM System with a new update entry:

Concord v1.2.0 - Deals Management CRM

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...

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raz0r updated Concord - Deals Management CRM System with a new update entry:

Concord CRM v1.2.1

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...

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raz0r updated Concord - Deals Management CRM System with a new update entry:

Concord CRM v1.2.2

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...

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Hello & thank you for the update, How can I update my current concord to the latest version? is there any instruction ?

Thanks

@raz0r
 
Thanks for your replay jhony, but How should I update ? replacing the files ? or something else.
 
Hello,
To perform manually update follow the steps below.
  • Download Concord CRM.
  • From the release .zip file delete the following files: public/.htaccess,public/web.config
  • If you have modified the public/robots.txt file, make sure to delete this file as well.
  • Upload all the files in concord_crm.zip folder in your existing Concord CRM installation.
  • In your exisiting installation, delete the following files: bootstrap/cache/config.php, bootstrap/cache/routes-v7.php, bootstrap/cache/services.php and bootstrap/cache/packages.php.
  • Navigate to your Concord CRM installation URL.
  • If prompted, perform database migration and update patching.
  • Navigate to Settings->System->Update to verify that you are using the version you performed update to.
 
raz0r updated Concord - Deals Management CRM System with a new update entry:

Concord v1.3.4

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...

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update for 1.3.5

1.3.5 - Jan 6, 2024​

  • Add ability to schedule emails
  • Add ability to resize table headings
  • Updated: Selecting a contact or company auto-populates related entities in the deal form.
  • Updated: Enhanced tables UI
  • Updated: Hide date range when export range is set to all
  • Fix email message trimmed content not toggling
  • Fix email message cannot be globally searched
  • Fix cannot delete document with associations
  • Fix count index columns not displaying value
  • Fix email forward/reply with full HTML body causes error
  • Fix twice click is required to show collapsed comments
  • Fix cannot select scheduled document send date in future
 

update pls​

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
 
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