Concord - Deals Management CRM

Concord - Deals Management CRM v1.6.0

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1.6.0 - Feb 12, 2025​

  • Add dialpad during call to send number keys
  • Add horizontal scroll on email tables exceeding width
  • Add Italian translation
  • Add Slovak translation
  • Add Czech translation
  • Updated: Show tags on deal board
  • Updated: Use translation for document sign button
  • Updated: Make edit/preview modals not static
  • Updated: Enhance table UI colors
  • Updated: Make deal mini pipeline scrollable
  • Fix filters when rule exists multiple time in a group
  • Fix accept invitation form UI
  • Fix mail client sync command
  • Fix non-admin user cannot select IMAP account
  • Fix companies field display
  • Fix HasFilter unknown and known conditions for company phone
  • Fix workflow webhook and form submission with custom fields
  • Fix unknown filter operator
  • Fix long product names in table select
  • Fix web form unique fields
  • Fix views switching filters not applied
  • Fix Gmail email sync history incorrect
  • Fix issues with exporting data
  • Fix alias email not considered in email account preview display
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1.5.1 - Sep 22, 2024​

  • Improve development environment for Windows
  • Fix text selection on drag and drop
  • Fix 403 error thrown when visiting record profile
  • Fix workflow trigger "Deal Stage Changed" not triggering correctly
  • Fix translation not applied on menu items and quick create
  • Fix email action button placeholder URL
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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

1.1.6 - 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
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Reactions: tanierlyons

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 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
  • 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
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Reactions: tanierlyons
v1.0.7 - Aug 12, 2022
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
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