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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