Releases

Concord CRM Releases and Changelog

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