Concord - Deals Management CRM

Concord - Deals Management CRM v1.1.6

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akpresent

New member
Oct 15, 2022
17
1
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look please espo CRM... all ist free. )

Please add a new update​

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
 

Soumoss

Active member
Trusted Uploader
Aug 10, 2020
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Soumoss updated Concord - Deals Management CRM with a new update entry:

Concord - Deals Management CRM v 1.1.5 - Don't need null

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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Soumoss

Active member
Trusted Uploader
Aug 10, 2020
94
122
33
Soumoss updated Concord - Deals Management CRM with a new update entry:

Concord - Deals Management CRM v 1.1.6 - Don't need null

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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michelena

New member
Jan 19, 2019
11
1
3
Please update
1.1.9 - Apr 26, 2023
Add lightbox for uploaded images
Add lightbox for email message content
Add filters for products list view
Add bulk action to update product tax label
Add missing translation text
Updated: Portuguese translation
Updated: Clear rules when deleting filter
Updated: Add timezone indicator in document PDF signature date
Updated: Do not record email views when the user is logged-in
Fix cannot upload images via editor
Fix font for signature not loaded on HTML
Fix email sync not always working properly

1.1.8 - Apr 23, 2023
Add ability to change theme colors
Fix issue with updater
Fix pusher channels not registered
Fix infinity loop when using multi select custom field

1.1.7 - Apr 21, 2023
Add deals kanban pagination load
Add brand visibility option
Add document type visibility option
Add ability to create inline record on create/preview modals
Add ability to unmark phone field as unique
Add document clone feature
Add won and lost date for deals filters
Add document template clone feature
Add Spanish and Portuguese translation
Add condensed table list settings option
Add product clone feature
Add ability to display logo on web forms
Updated: Laravel 10
Updated: for new users by default disable API
Updated: Drop proc_open and proc_close requirements
Updated: Enhance UI to show on what stage deal is lost
Updated: Directory structure
Updated: Build assets with Vite
Fix resource updated_at updated when syncing next activity
Fix incorrect notification sent on owner change
Fix reset password notification
Fix issue with permissions checks
Refactor Vue components in Composition API
Front-end performance improvements
Reduce build size
Minor fixes
 
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