Releases

Version: 1.8.xxxx coming soon

• Improved handing of "The extension of the file does not correspond to the file type signature" when creatio rejects an attachment.
• Show opportunity/case etc first when linked via entry or conversation id.
• Fast email- now we check ext and size for support and if breaking conditions we open the Save email dialog.
• Activity custom field support (On request we can use custom fields for the email entry id and conversation id).
• When an entity is Created using Accelerator create an activity -updated this to be a to do and task completed.
• Activity Participants - when an email is filed and an address on the To or CC are not found we prompt the user to action these. Activity Participants are auto populated by Creatio where a match is found.
• Removed the need for using graph in dialogs.
• Compose Mode - Task pane now available from compose email and ability to save that email (before sending). Note that as this email has not been send there is no entry id and the 'Filed' flag will not be set in sent items.

Version: 1.7.994 - 15th April 2026

• Dialog loading speed improved
• Compose mode Save dialog shows improved matching in global matches tab
• Bug for for 365 issue around access to the email body
• Category setting fix when user moves to new email too quickly

Version: 1.7.991 - 11th April 2026

• When an email is filed (or was filed) the Category "Filed" will be added to it so the user can see from the inbox that the have action'd the email. This is only when emails are filed/saved from the Explorer window and not in compose mode.
• Improved Session control. The system will now check the session exists and if not re-login.
• Saving of emails. The structure of how the Creatio activity is save this has changed to try speed it up.
• Domain Matching now ignores gmail.com, outlook.com and other generic emails.

Version: 1.7.5 - 14th March 2026

• Moved filed email flag to footer - only called on mail change now
• Removed blocking image call to improve performance
• Ability to inspect API calls (we may turn this off in future or hide this)
• Context - we use the email conversation id to surface the correct entity
• Email matching now searches on all Contact and Account emails
• Search. Search defaults to starts with. Insert a % to use contains.
• Fix for file email on case issues
• Tabs default to sort by ModifiedOn field DESC (except contact which uses Name ASC)
• SSA fields now have an optional dialog to make easier to use
• Fast Save Email button - no dialog is open

Compose mode updates - See Compose

• Address book
• Shared Documents - requires an Account called "zzzShared Documents" to be created and files attached to that are displayed
• Email Templates
• Save - will use context via conversation id to surface the correct entity. Users can also change the entity

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Version: 1.6.9 - 1 Nov 25

• Flag to show email has been filed already
• Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.
• Save email in Compose Mode.
• Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name).

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Version: 1.3.59 - 17 June 25

• Address sections layout changed
• Address - Filling in city will set Region and Country.

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Version: 1.3.33 - 24 March 25

• Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly.
• Defaults changed to not display totals for Opportunties/Cases on Account and Contact
• Defaults changed to not show pipelines on home screen

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Version: 1.3.31 - 19 March 25

• Update to cope with larger emails
• Update to replace deprecated MS api's

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Version: 1.3.197 - 28 Feb 25

• Customisations - This is now possible, including support for custom collections. Contact us for details.
• All new collections have the creator as the "Owner"
• Fix for opportunity created date not being picked up
• Contact list in Account - removed "Account" field as already in it
• New license management added
• Sales Pipeline using Users Contact Name in display (was using username)
• ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"
• Fix for Activity view displaying opportunity Id and not the title
• Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.
• Updated New Case Screen to have Origin(Source) and Symtoms(Description)
• Changed Amount from Number type to Currency to fix display
• Extra caching added to improve performance
• Changed oppo dashboards graphic to display count of oppos
• Select fields with more than 30 items convert to advanced search field types
• Address Types - When neither ForAccount nor ForContact are set we show these for either

Version: 0.7 (beta release) - Friday 8th Nov 2024