Concord CRM Releases and Changelog

1.4.1 - Mar 16, 2024
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  • 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
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  • 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
1.3.5 - Jan 6, 2024
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  • 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
1.3.4 - Nov 27, 2023
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  • 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
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  • 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
1.3.2 - Oct 9, 2023
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  • Add ability for list view (table) polling
  • Add green background on deals board won deals
  • Add red background on deals board lost deals
  • Add yellow background on deals board open deals behind expected close date
  • Use batch requests to empty trash
  • Fix deals board preview action in dropdown, changed to edit
  • Fix Pusher.js integration
  • Fix web form submission with country field
  • Fix create new workflow form not showing on first click
  • Fix bulk delete actions not properly authorized
  • Fix server error on update view when purchase key is empty
  • Performance improvement
  • Minor fixes.
1.3.1 - Oct 1, 2023
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  • Improve deal board card drag
  • Fix fields values not always updated in the UI
  • Fix detail textarea field new lines
  • Fix import fails when a lot records exists in database
  • Fix moment locale not properly determined
1.3.0 - Sep 28, 2023
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  • Add ability to inline edit fields
  • Add proper detail view on record profiles
  • Add ability to choose which fields to export when exporting a resource
  • Add ability to empty trash
  • Add ability to change activity status directly from edit view
  • Add ability to edit deal amount via deal board
  • Add total amount in record detail deals card
  • Add color custom field
  • Add ability to revert imported record
  • Add bulk edit index view action for specific resources
  • Add new logged calls card for super admins
  • Add red background on required fields without value
  • Updated: New table inline edit actions
  • Updated: Make parent company clickable
  • Updated: Allow to select associated records via edit modal
  • Updated: Remove tags field availability from web form
  • Updated: Removed deal Products tabs in favor of new inline edit features
  • Fix cannot receive Twilio calls
  • Fix error when deleting a user
  • Fix issue where records cannot be updated
  • Fix tags when exporting data
  • Code enhancements
  • Minor fixes
1.2.2 - Jul 11, 2023
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  • 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
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  • 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
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  • 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
1.1.9 - Apr 26, 2023
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  • Add lightbox for uploaded images
  • Add lightbox for email message content
  • Add filters for products list view
  • Add bulk action to update product tax label
  • Add missing translation text
  • Updated: Portuguese translation
  • Updated: Clear rules when deleting filter
  • Updated: Add timezone indicator in document PDF signature date
  • Updated: Do not record email views when the user is logged-in
  • Fix cannot upload images via editor
  • Fix font for signature not loaded on HTML
  • Fix email sync not always working properly
1.1.8 - Apr 23, 2023
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  • Add ability to change theme colors
  • Fix issue with updater
  • Fix pusher channels not registered
  • Fix infinity loop when using multi select custom field
1.1.7 - Apr 21, 2023
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  • Add deals kanban pagination load
  • Add brand visibility option
  • Add document type visibility option
  • Add ability to create inline record on create/preview modals
  • Add ability to unmark phone field as unique
  • Add document clone feature
  • Add won and lost date for deals filters
  • Add document template clone feature
  • Add Spanish and Portuguese translation
  • Add condensed table list settings option
  • Add product clone feature
  • Add ability to display logo on web forms
  • Updated: Laravel 10
  • Updated: for new users by default disable API
  • Updated: Drop proc_open and proc_close requirements
  • Updated: Enhance UI to show on what stage deal is lost
  • Updated: Directory structure
  • Updated: Build assets with Vite
  • Fix resource updated_at updated when syncing next activity
  • Fix incorrect notification sent on owner change
  • Fix reset password notification
  • Fix issue with permissions checks
  • Refactor Vue components in Composition API
  • Front-end performance improvements
  • Reduce build size
  • Minor fixes
1.1.6 - Jan 17, 2023
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  • 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
1.1.5 - Jan 12, 2023
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  • 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
1.1.4 - Dec 29, 2022
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  • Improved: New email automatic associations will be checked from to, cc and bcc addresses
  • Add ability to provide owner name instead of ID via Zapier/API
  • Fixed issue where Gmail emails sync fails
  • Fixed issue where message_id database length is too short for some emails
1.1.3 - Dec 28, 2022
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  • Added placeholders for documents and documents templates
  • Add quick create icons in sidebar
  • Added ability to order custom field options
  • Add ability to choose color for custom field options
  • Add ability to choose document HTML view type
  • Add ability to track open emails
  • Add quick create for emails
  • Add total products badge on document create/edit
  • Updated: Allow providing phone number type via pipe (|) separator (API, Zapier, Import)
  • Document PDF alignments fixes
  • Fixed calendar not working with certain locales
  • Fixed regular user cannot edit resources
  • Fixed import phone imported as 1 phone number
  • Fixed phone field requires calling prefix even when calling prefix requirement is turned off
1.1.2 - Nov 16, 2022
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  • Add ability to reload document templates from content section
  • Add ability authorized users to view activities from all users on calendar view
  • Added "Updated At" filter for contacts, deals, companies, documents
  • Improved: Add additional PHP memory limit checks
  • Improved: date parsing on email client when invalid dates are used
  • Improved: Email acccount sync
  • Updated: Only allow to sync primary calendars
  • Fixed select search input blur on Firefox
  • Fixed duplicate activities created via calendar
  • Fixed document PDF fonts not loaded correctly
  • Fixed exit on document not always working properly
  • Fixed cannot align image via document editor
  • Fixed editor fonts are not loaded on HTML views
  • Fixed sometimes cannot add multiple snippets via the document editor
1.1.1 - Oct 3, 2022
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  • Fixed typo in translator
  • Fixed new translations not applied
1.1.0 - Oct 3, 2022
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  • Added documents feature
  • Added documents types
  • Added brands feature
  • Added "Export" permission
  • Added ability to add deal products when creating new deal
  • Updated: Import feature now consist if a "Skip file" when validation failure happens
  • Updated: Import performance improved
  • Fix cannot create contact with phone via Zapier
  • Fixed product performance card amount formatting for specific currencies
  • Fixed when changing order of wigdets on dashboard all disabled widgets become enabled again
  • Fixed cannot load comments for notes and calls via resource record profile
  • Performance improvements
  • Minor fixes
1.0.7 - Aug 12, 2022
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  • Add dashboard cards loading placeholders
  • Allow providing phone number as string via API
  • Fixed resource send email workflow action
  • Fixed field attribute name in validation messages
  • Fixed cannot create records via preview modal
  • Fixed date picker not working with different locales
  • Fixed cannot sort aggregate column in cards table
  • Fixed cannot connect mail account with empty folder delimiter
  • Fixed Gmail BCC not applied when sending mail
1.0.6 - Jul 13, 2022
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  • Added confetti when marking deal as lost
  • Added keyboard shortcuts for quick create
  • Added red background on deals kanban if the deal falls behind the expected close date
  • Added red border left indicator on deals table if the deal falls behind the expected close date
  • Updated: The auto updater code is optimized to use less memory
  • Updated: Rate limiter to 90 requests per minute
  • Updated: Packages and dependencies
  • Updated: Added field labels to call outcome and date
  • Code improvements and cleanup
  • Fixed cannot preview deal via kanban on mobile devices
  • Fixed deals board default filter not applied on second navigation
  • Fixed mail account folders collapsed when tree
  • Fixed cannot clear deal expected close date
1.0.5 - Jul 5, 2022
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  • Added ability sales agents to choose from predefined list of lost reasons when marking the deal as lost
  • Added ability to restrict sales agents the ability to write lost reason manually
  • Added "Deal Status Changed" workflow trigger
  • Added "Mark Associated Activities as Completed" workflow action
  • Added "Delete Associated Activities" workflow action
  • Added unread count badges for email account folders
  • Fixed deals cards not reloaded after pipeline change
  • Fixed activity note and description style from editor not applied
  • Fixed HTML entities not encoded in mail message
1.0.4 - Jun 29, 2022
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  • Added teams feature
  • Added ability to restrict pipelines visibility, per user or team
  • Added ability to change pipelines order via kanban
  • Added "Open", "Closed", "Won" and "Lost" deals count table column for contacts and companies
  • Added ability to separately customize Edit/Preview fields
  • Added ability to create activity for deals, companies, contacts via table elipsis dropdown
  • Added ability to specify teams when inviting user
  • Added overdue indicator on "My Activities" dashboard card
  • Calendar will be automatically refreshed after synchronization when Pusher is configured
  • Updated: Make users, contacts, companies, products and activities table created at column hidden by default
  • Updated: Remove company name and owner fields from detail view (use top header fields to update)
  • Updated: Remove contact firstname, lastname and owner fields from detail view (use top header fields to update)
  • Updated: Remove deal name and owner fields from detail view (use top header fields to update)
  • UI Improvements
  • Fixed cannot connect Microsoft work/school account
  • Fixed new break lines on editor
  • Fixed cannot connect email account with sub draft folders
  • Fixed resource date was and is filter not working properly
  • Fixed import note field shown in mailables merge fields
1.0.3 - Jun 15, 2022
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  • Added option to disable password forgot feature
  • Added option to block bad visitors based on IP, referrer and user agent
  • Added new dashboard card "Won deals by month"
  • Added new dashboard card "Won deals stage"
  • Added ability the installer to apply patches after the installation is finished
  • Updated: Better validation on locale name when creating new locale
  • Fixed resource export not working properly
  • Fixed mail sync fails if the attachment extension is not allowed
  • Fixed cannot send an email after new locale creation
1.0.2 - Jun 13, 2022
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  • Added stage ID in Settings->Deals pipeline for API usage
  • Updated: Disallow making custom field as not visible when required
  • Fixed issue where custom field cannot be unmarked as required
  • Fixed auto updater
  • Fixed numeric input field does not work properly with specific currencies
  • Fixed calendar sync when syncing via webhooks
  • Fixed casting on properties on some specific servers
  • Fixed installer does not work with global ENV variables exists
1.0.1 - Jun 9, 2022
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  • Added ability to re-order record profile sidebar sections
  • Added Trigger Webhook action on deal stage changed workflow trigger
  • Redesigned activity calendar
  • Replaced filter condition dropdown with select dropdown
  • Exclude assign owner action on contact, company, deal detail view
  • Apply proper sorting on deals, companies and contacts details cards
  • Update: Comments will be eager loaded on the front-end
  • UI Improvements
  • Responsive design improvements
  • Fix child companies navigation from company detail view
  • Fixed cannot edit activity owner from detail view
  • Fixed dashboard cards edit cannot be saved properly
1.0.0 - Jun 1, 2022
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Requires PHP Version >= 8.1

  • Deals management feature
  • Contacts management feature
  • Companies management feature
  • Deals kan-ban with multiple pipelines
  • Products management
  • Activities managements, reminders, calendar
  • 2-way calendar synchronization (Outlook Calendar, Google Calendar)
  • Email client (Gmail, Outlook, IMAP)
  • Advanced filters and filtering
  • Import and export feature with fields mapping
  • Custom fields
  • Advanced tables with orderable fields and custom sorting
  • Automation workflows
  • Call logs & in-app calling
  • Notes feature for the core resources
  • Deal/Lead web form
  • Roles & Permissions
  • Zapier integration
  • Customizable dashboard
  • Integrated API
  • 1 Click update & Patcher
  • Add sale reps in different timezones
  • Send sale reps invite
  • API & API keys generation
  • Fully responsive