Concord - Deals Management CRM

Concord - Deals Management CRM v1.7.0

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kashif

kashif

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kashif updated Concord - Deals Management CRM with a new update entry:

Concord v1.0.7 - Deals Management CRM Free

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...
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kashif updated Concord - Deals Management CRM with a new update entry:

Concord v1.1.5 - Deals Management CRM

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...
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kashif updated Concord - Deals Management CRM with a new update entry:

Concord v1.1.6 - Deals Management CRM Free

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...
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kashif updated Concord - Deals Management CRM with a new update entry:

Concord v1.4.1 - Deals Management CRM PHP System Free

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...
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kashif updated Concord - Deals Management CRM with a new update entry:

Concord v1.5.0 - Deals Management CRM Free

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...
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kashif updated Concord - Deals Management CRM with a new update entry:

Concord v1.6.0 - Deals Management CRM Free

  • 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...
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kashif updated Concord - Deals Management CRM with a new update entry:

Concord v1.7.0 – Deals Management CRM

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...
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