CRMery 2.0.7

Fixed Bugs (76)

  Fixed Add / Edit Deal … Deal (tab) Name should be required before saving.

  Fixed Add / Edit Deal … Custom (tab) … not requiring ANY required custom fields to be entered before Saving the Deal.

  Fixed Add / Edit Person … Custom (tab) not requiring Picklist or Date custom fields to be entered before Saving the Person.

  Fixed Add / Edit Company … Custom (tab) … not requiring the Picklist or Date custom fields to be entered before Saving the Company.

  Fixed Calendar … View all Tasks & Events drop down menu not fully displaying at the bottom of the page due to hidden overflow

  Fixed Calendar … View all Tasks & Events drop down menu .. Delete

  Fixed Calendar … View all Tasks & Events drop down menu … Mark Complete

  Fixed Calendar … View all Tasks & Events drop down menu … Postpone 1 Day

  Fixed Calendar … View all Tasks & Events drop down menu … Postpone 7 Days

  Fixed Calendar … View all Tasks & Events … missing postpone language for 1 day & 7 day

  Fixed Calendar … View all Tasks & Events … missing successfully updated language

  Fixed Calendar … View all Tasks & Events … incomplete filter.

  Fixed Company page … Add Deal … if the deal name is new / not created and is saved … it would create a deal with no name

  Fixed Deal’s page … Deal Status … colored dot and name from disappearing when a Deal Status was assigned.

  Fixed People Import … Status name not importing.

  Fixed CRMery Settings … Email … Test Connection spins infinitely, never alerts if success or failure

  Fixed Shared Documents … cannot upload certain file types … invalid extension due to hard coded file extensions. With this fix, any type of document can be uploaded as a shared document provided there are no restrictions as defined under Components … CRMery … Settings … Documents … Allowed Documents (file types) field.

  Fixed Company page … if a new person is created via the Add Person (button) the name is saved as one name (no spaces) instead of first and last name. With this fix (if there is a space) it will save as first and last name.

  Fixed documents displaying on the wrong Deal, People, or Company page temporarily after uploading a new document to said page. This bug existed in an early development version only.

  Fixed People export, where code would be exported instead of the People data.

  Fixed Export CSV – where only 10 Deal, People, or Company records (at maximum) could be exported

  Fixed … If a user is a basic user and is part of a team / group and then is promoted to a manager role, and then he creates a new team it automatically changes every user (manager or basic) that was in his old team / group to the new team name.

  Fixed … If a user is a basic user assigned to a team / group, and then is promoted to an Executive user, even though “Executive” users can not ordinarily be assigned to teams (only managers and basic users) it saves / still associates the basic user to a team as an Executive user.

  Fixed Form Wizard … submission … Source doesn’t save whether proper name or id number by adding a new hidden input field for Source.

  Fixed Form Wizard … submission … Status doesn’t save whether proper name or id number is used by adding a new hidden input field for Status.

  Fixed CRMery Admin … (shared) Documents … not being able to be viewed by Basic users on the CRMery front-end

  Fixed Shared Documents only appearing on the front-end if the “All Users” filter is selected.

  Fixed Reports … Deal Milestones … Name & Owner search / filtering does not work

  Fixed CRMery Form … People Custom Field (Picklist field) displays as a dropdown instead of Checkboxes on the form

  Fixed Form Wizard … after submitting a form the selected picklist item will not save within CRMery

  Fixed Components .. CRMery … Sources … currency value is hard coded to echo $ (dollar) instead of the currency defined under the Settings … Currency

  Fixed The Lead Notify Info Email is missing field data for Company Name, Source Name, Status Name, as well as all People Custom fields

  Fixed If the Lead Notify plugin is enabled and if Number, Text, or Currency custom field data is submitted … the data for Number, Text, or Currency will NOT save within CRMery.

  Fixed If the Lead Notify plugin is enabled for Joomla 2.5.X and if a CRMery form is submitted there will be a fatal error and neither the form or lead notify email will be submitted. This bug existed in an early development version only.

  Fixed If Date Format is set to DD/MM/YY format, all datepickers / Calendars display wrong month such as July instead of March

  Fixed Deal, People, Company custom date field is NOT displaying Date Format as defined in Profile … Date Format settings

  Fixed Goals … delete not working due to an uncaught reference error

  Fixed the CRMery Profile … profile_slide not working due to an uncaught reference error

  Fixed Reports … Custom Reports … delete not working due to an uncaught reference error

  Fixed Add Deal & Add Person save issue related to uncaught reference error

  Fixed Reports … Notes … uncaught reference error.

  Fixed If CRMery Profile Date Format is set to d/m/y and if navigating to the Calendar (tab) … Edit Event … Date (tab) … the Start & End Dates are missing

  Fixed Company, People, Deal (custom field) … EDIT Picklist … Picklist Field … Remove button does NOT work

  Fixed Deal Stage colors such that the colors match what is defined at Components … CRMery … Deal Stage … Add / Edit Color

  Fixed CRMery Form … if return url is not configured it will cause a notice and fatal error if logging into CRMery immediately after the form is created

  Fixed CRMery Form submission + default Person Workflow not saving the owner and assignee id numbers upon form submission. In other words, the workflow event will now no longer be hidden from the owner of the form data on the People page … Task & Event float

  Fixed After adding a note, the old note is not cleared automatically which prevents a new note from immediately being created. Instead the browser window had to be refreshed to add a new note. This fix will automatically clear the old note text after submission and will allow another note to be entered instantly.

  Fixed (Joomla 3.X.X only) Components … CRMery … Deal Stages, Deal Statuses, Company Categories, Note Categories, Event Categories, Sources, Company Custom Fields, People Custom Fields, Deal Custom Fields, and People Statuses to use drag and drop re-ordering for the Joomla 3 version of CRMery.

  Fixed Firefox issues with Document Dropdown menu not showing up in correct position on the Documents tab.

  Fixed Firefox issue with the Document Dropdown menu not showing up in correct position on Deal, People, and Company pages.

  Fixed Add Company … missing Duplicate Company name warning message not appearing

  Fixed Company CSV Export does not Export whether a Company is public

  Fixed Components … CRMery Sub Menu text bug for Joomla 2.5.X where the entire menu would appear as com-crmery-name (Example: com-crmery-users) instead of Users or com-crmery-deal-stages instead of Deal Stages

  Fixed autocomplete / search text is positioned in upper left corner instead of search box for Joomla 2.5.X

  Fixed Mobile … Company … Company Name … Company Address … Google Maps not loading on the first page load. Instead (before the fix), it required a refresh.

  Fixed Mobile … Company … Company Name … Company Address … GPS coordinates. If the current position is known it will pre-fill the FROM field with the current GPS coordinates.

  Fixed Mobile … Company … Company Name … Company Address … broken Get Directions button. Directions are now loaded from your current location to the destination when clicking the “Get Directions” button.

  Fixed IF Joomla … Global Configuration … SEF is enabled there will be a blank page on the Deal, People, and Company import pages

  Fixed Company Import … Company Category not importing

  Fixed Company Import … if Company Category does not already exist … a new company category will be created und the associated record will be assigned to the new category

  Fixed Mobile View … Agenda … Add Task Submit button

  Fixed Reports … Notes … Person Name … search / filter does not work

  Fixed Notes not being visible for shared Deals, People, and Companies

  Fixed Reports … Note Sorting

  Fixed Deals, People, Companies (tab) … Note icon button … if there are more than 3 notes it will display the total number of notes available as well as a link to the associated Deal, Person, or Company page.

  Fixed People …. If no Source is listed in Import CSV file it assigns a Source of Cold Call instead of “No Source”

  Fixed People …. If no Status is listed in Import CSV file it assigns a Status of Archived instead of “No Status”

  Fixed Documents not viewable on Deal, People Company page if using filters other than anything search filter or if navigating beyond page 1

  Fixed Company, People, & Deal Custom fields – picklist (more than one value bug)

  Fixed the CRMery download url to refer to the new website and also updated the CRMery Help and Support URLs

  Fixed Select Columns (checkboxes) cannot be checked or unchecked on Deal, People, Company tabs. This bug existed in an early development version only.

  Fixed Deals … Expect Close displaying dates as 1 day before but the date is saving correctly in database

  Fixed Deals … Calendar … Events (Start / End times) Edit displaying dates as 1 day before but the date is saving correctly in database

  Fixed Add People / Add Company … Date Custom Field … Uncaught ReferenceError: id is not defined

  Fixed People Page … Associate with Deal … if Deal name does not exist it is not creating said deal.

  Fixed People Page … Associate with Deal … upon saving a deal, it will automatically clear the typed in text and will close the modal box such that it will be ready to associate a new deal

 

New (6)

  Added Deals page … Deal Stage … click to edit option so that the edit button no longer has to be used to edit the Deal stage.

  Added Deal’s page … Deal Status … click to edit option so that the edit button no longer has to be used to edit the Deal status.

  Added Select Columns … Country sort functionality to People and Company (tabs)

  Added People page (desktop view) … Home & Work address map link to Google maps. With this feature, a user can either use the existing Google map on CRMery or click the link to be taken directly to Google’s map site, where they can make full use of all features such as zoom, street view, directions, etc.

  Added Company page (desktop view) … Work address map link to Google maps.

  Added the Read more toggle option to expand and open notes. Previously the entire note would display on a Deal, Person, or Company page. If a page had a lot of notes or notes with a lot of text, it made the page far too long.