Concord - Deals Management CRM v1.7.0

1.7.0 - Sep 1, 2025​

• Add Twilio IVR settings
• Add ability to provide deal status during import
• Add ability to add collapsable menu groups
• Auto create companies/contacts during import if provided does not exist.
• Auto associate contact email to company by email domain
• Updated: export numeric field raw column
• Updated: auto add document contact associations as recipient when document doesn't require signature
• Updated: show country for contacts/companies in deal webhook
• Updated: auto assicate document deal create to related contacts/companies
• Updated: add ISO in country resource
• Updated: remember pagination page when navigating between pages
• Updated: remember sort when navigating between pages
• Fix disabled notification error 404
• Fix export when using filters
• Fix deal create on document not associating products
• Fix contacts import creation
• Fix phone field trashed search
• Fix email text on dark mode
• Fix template logo dimensions

• 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

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

1.5.0 - Aug 6, 2024​

Requires PHP Version >= 8.2

Upgrade guide

• Added ability to clone web form
• Added ability to when deleting a record to choose whether to permanently delete or move to trash
• Add option to disable sync event guests as contacts
• Added "Last Contacted Date" readonly field for contacts and companies
• Add ability to choose default landing page for user
• Add option to apply all patches at once
• Updated: Laravel 11
• Updated: Add brand column to document index view
• Updated: Replace filters with views
• Updated: Make caller person display name clickable
• Updated: Show a list of all fields in form field dropdown instead only creation fields
• Fix: Notifications not sent after web form submission
• Fix: Mailable template placeholder url not properly decoded
• Fix: Sidebar close button does not work on mobile
• Fix: Comment content not updated after save
• Fix: time attribute in HTML content causing error

1.4.1 - 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

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