Concord - Deals Management CRM v1.7.0

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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

• 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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1.0.7 - 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

Changelog NA