Concord - Deals Management CRM

Concord - Deals Management CRM 1.4.1

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thanks to dear member @Mathias submitted a new resource:

Concord - Deals Management CRM - Concord is an affordable self-hosted CRM web-based application, with a one-time fee

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Concord is an affordable self-hosted CRM web-based application, with a one-time fee and can help your company to easily manage and organize deals/leads, contacts, and companies, and have a clear overview of the next actions that need to be taken to successfully close a sale.

With its intuitive design and easy to use features crafted with care, you can organize your sales...

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thanks to dear member @theresa updated Concord - Deals Management CRM with a new update entry:

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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thanks to dear member @netman updated Concord - Deals Management CRM with a new update entry:

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...

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thanks to dear member @hargrave updated Concord - Deals Management CRM with a new update entry:

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...

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thanks to dear member @hellobut updated Concord - Deals Management CRM with a new update entry:

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...

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thanks to dear member @richard updated Concord - Deals Management CRM with a new update entry:

Jun 27, 2023

  • 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%...

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thanks to dear member @hargrave updated Concord - Deals Management CRM with a new update entry:

Jul 11, 2023

  • 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...

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thanks to dear member @netman updated Concord - Deals Management CRM with a new update entry:

Nov 27, 2023

  • 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...

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thanks to dear member @chavez updated Concord - Deals Management CRM with a new update entry:

Mar 16, 2024

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

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