Concord - Dealmanagement-CRM 1.7.0

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

no change log for this version

• 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

no change log for this version

• 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

- Add tags feature for inbox
- Add ability to filter inbox messages by tags
- Improve filters UI
- Fix total products filter showing error
- Fix Pusher.js integration fails with 500 error
- Fix cannot mark message as unread
- Fix deal amount field value not updated when adding products
- Performance improvements

• Add tags feature for deals, contacts and companies
• Add document content settings
• Add ability to re-order products
• Add Russian translation
• Improved: Ensure deal create does not fail when pipeline has no stages
• Improved: Add ability to directly re-order table headings
• Improved: Logs view UI
• Updated: Remove border from document sidebar active items
• Fix queued emails associations
• Fix compose message modal not displayed properly with many templates
• Fix duplicate attachments failing mailclient
• Fix privacy policy view
• Fix placeholders for subject not always parsed

• Add URL custom field
• Add ability to translate brand config values
• Show user teams in sidebar dropdown
• Show the teams the user is managing in user profile
• Enhance UI on products table
• Improved: Disable dark mode on web forms
• Improved: Display a warning for empty placeholders before sending a message
• Improved: When sending message use placeholders from first associated resource or first recipient
• Performance improvements
• Fix billable calculations with 100% discount on line item
• Fix Twilio activation text not in translation file
• Fix textarea placeholder new lines
• Fix document error when non authenticated user view
• Fix message not associated with contact during synchronization
• Fix cannot search company and contacts by email
• Fix filter next month not working properly
• Fix cannot update role
• Fix cannot delete user with imports
• Fix navbar command text showing when searching
• Fix issues with incorrect card results
• Fix deals board stage sorting not applied
• Fix incorrect date format