PHP Script Concord - Deals Management CRM v1.4.1

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