Releases

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

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).

Version: 1.3.59 - 17 June 25

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

Version: 1.3.31 - 19 March 25

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

Anonymous