Tested Concord - Deals Management CRM 1.4.1

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

• 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

• 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

• 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

• 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