Concord - Deals Management CRM PHP System 1.5.0

1.5.0 - Aug 6, 2024​

Requires PHP Version >= 8.2

• Added ability to clone web form
• Added ability to when deleting a record to choose whether to permanently delete or move to trash
• Add option to disable sync event guests as contacts
• Added "Last Contacted Date" readonly field for contacts and companies
• Add ability to choose default landing page for user
• Add option to apply all patches at once
• Updated: Laravel 11
• Updated: Add brand column to document index view
• Updated: Replace filters with views
• Updated: Make caller person display name clickable
• Updated: Show a list of all fields in form field dropdown instead only creation fields
• Fix: Notifications not sent after web form submission
• Fix: Mailable template placeholder url not properly decoded
• Fix: Sidebar close button does not work on mobile
• Fix: Comment content not updated after save
• Fix: time attribute in HTML content causing error

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

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