Concord - Deals Management CRM v1.5.0

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

• 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