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PHP Script Concord - Deals Management CRM
v1.4.1
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v1.4.1 - 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
v1.4.0 - 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
1.2.0 - 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
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