Concord - Deals Management CRM

Tested Concord - Deals Management CRM 1.6.0

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Overview Updates (15) Reviews (1) History Discussion (18)
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
v1.1.4 - v1.1.4
  • 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
V1.1.1 - Oct 3, 2022
  • Fixed typo in translator
  • Fixed new translations not applied
v1.0.7 - v1.0.7
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
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