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Concord - Deals Management CRM

Concord - Deals Management CRM 1.4.1

No permission to download
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 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...

Read the rest of this update entry...
 
  • Like
Reactions: mawwad and JRGWxRxZ
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...

Read the rest of this update entry...
 
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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Reactions: Andy421126

Well I missed a few updates but here it is... I leave the changelog of everything that has changed since my last update​

1.2.0 - May 9, 2023​

  • Add ability to open preview modal via details view
  • Add ability for unique custom fields to be globally searchable
  • Add ability to add placeholders in email subject
  • Add ability to resize document content columns
  • Add ability to specify PDF padding per document
  • Improved: Keep last (saved) filter active after navigating from list view
  • Improved: Search field won't be disabled when searching to retain focus
  • Improved: Document and mail templates tags names
  • Fix product description not shown on document products table
  • Fix when adding document placeholder the focus is lost
  • Fix dashboard cards enabled state is not reflected on insights view
  • Fix select field cleared when searching
  • Fix document templates not loaded in dropdown
Download here

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
 

Well I missed a few updates but here it is... I leave the changelog of everything that has changed since my last update​

1.2.0 - May 9, 2023​

  • Add ability to open preview modal via details view
  • Add ability for unique custom fields to be globally searchable
  • Add ability to add placeholders in email subject
  • Add ability to resize document content columns
  • Add ability to specify PDF padding per document
  • Improved: Keep last (saved) filter active after navigating from list view
  • Improved: Search field won't be disabled when searching to retain focus
  • Improved: Document and mail templates tags names
  • Fix product description not shown on document products table
  • Fix when adding document placeholder the focus is lost
  • Fix dashboard cards enabled state is not reflected on insights view
  • Fix select field cleared when searching
  • Fix document templates not loaded in dropdown
Download here

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
thank you very much brother
 

Bueno me perdí algunas actualizaciones pero aquí está... les dejo el changelog de todo lo que ha cambiado desde mi última actualización​

1.2.0 - 9 de mayo de 2023​

  • Agregue la capacidad de abrir el modal de vista previa a través de la vista de detalles
  • Agregue la capacidad de que los campos personalizados únicos se puedan buscar globalmente
  • Agregar la capacidad de agregar marcadores de posición en el asunto del correo electrónico
  • Agregue la capacidad de cambiar el tamaño de las columnas de contenido del documento
  • Agregue la capacidad de especificar el relleno de PDF por documento
  • Mejorado: mantenga activo el último filtro (guardado) después de navegar desde la vista de lista
  • Mejorado: el campo de búsqueda no se deshabilitará al buscar para mantener el enfoque
  • Mejorado: nombres de etiquetas de plantillas de documentos y correo
  • Arreglar la descripción del producto que no se muestra en la tabla de productos del documento
  • Corrección al agregar un marcador de posición de documento, se pierde el foco
  • El estado habilitado de las tarjetas del panel de control no se refleja en la vista de información
  • Arreglar el campo de selección borrado al buscar
  • Arreglar plantillas de documentos no cargadas en el menú desplegable
Descarga aquí

1.1.9 - 26 de abril de 2023​

  • Agregar lightbox para las imágenes cargadas
  • Agregar lightbox para el contenido del mensaje de correo electrónico
  • Agregar filtros para la vista de lista de productos
  • Agregar acción masiva para actualizar la etiqueta de impuestos del producto
  • Agregar texto de traducción faltante
  • Actualizado: traducción al portugués
  • Actualizado: reglas claras al eliminar el filtro
  • Actualizado: Agregar indicador de zona horaria en la fecha de firma del PDF del documento
  • Actualizado: no registrar vistas de correo electrónico cuando el usuario haya iniciado sesión
  • La corrección no puede cargar imágenes a través del editor
  • Reparar la fuente para la firma no cargada en HTML
  • Arreglar la sincronización de correo electrónico que no siempre funciona correctamente

1.1.8 - 23 de abril de 2023​

  • Agregar la capacidad de cambiar los colores del tema
  • Solucionar el problema con el actualizador
  • Arreglar canales pusher no registrados
  • Arreglar el bucle infinito cuando se usa un campo personalizado de selección múltiple

1.1.7 - 21 de abril de 2023​

  • Agregar carga de paginación kanban de ofertas
  • Agregar opción de visibilidad de marca
  • Agregar opción de visibilidad de tipo de documento
  • Agregue la capacidad de crear un registro en línea en los modales de creación/vista previa
  • Agregue la capacidad de desmarcar el campo del teléfono como único
  • Agregar función de clonación de documentos
  • Agregar fechas de ganancias y pérdidas para filtros de ofertas
  • Agregar función de clonación de plantilla de documento
  • Agregar traducción al español y portugués
  • Agregar opción de configuración de lista de tabla condensada
  • Agregar función de clonación de productos
  • Agregue la capacidad de mostrar el logotipo en formularios web
  • Actualizado: Laravel 10
  • Actualizado: para nuevos usuarios por defecto deshabilitar API
  • Actualizado: elimina los requisitos de proc_open y proc_close
  • Actualizado: mejore la interfaz de usuario para mostrar en qué etapa se pierde el trato
  • Actualizado: estructura del directorio
  • Actualizado: Cree activos con Vite
  • Reparar el recurso updated_at actualizado al sincronizar la siguiente actividad
  • Arreglar notificación incorrecta enviada en cambio de propietario
  • Arreglar la notificación de restablecimiento de contraseña
  • Solucione el problema con las verificaciones de permisos
  • Refactorizar componentes de Vue en la API de composición
  • Mejoras en el rendimiento del front-end
  • Reducir el tamaño de construcción
  • Correcciones menores
Thanks a lot!
 
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