Releases

Version: 1.6.4 - coming soon

1. Flag to show email has been filed already 2. Option to turn on smart search (off by default). Requires Notes field be indexed on Activity 3. Save email in Compose Mode. 4. 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: 1.5.0 - 28 Oct 25

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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