CRMery 2.0.8

Fixed Bugs (20)

  Fixed (CRM-270) If the CRMery Auto User Creation Plugin is enabled and if a Joomla user already exists with his own name and email address AND IF a person is created within CRMery with an email address that matches the existing Joomla user’s email address AND if the first or last name is different from the existing Joomla user, it was possible for one to change the name of an existing Joomla user.

Note: The CRM-270 issue would not change the user id numbers, nor user groups, nor the email address it would only change the Joomla user’s name. With CRMery 2.0.8, this issue is now fixed such that if a Joomla user already exists with the same email address it will not create said Joomla user nor will it change any user information such as the name. Instead, it will only create the Person within CRMery as a contact or lead.

  Fixed (CRM-269) Deal, People, and Company Custom Text fields not saving or causing issues when apostrophe or quotation symbols were used. This fix also made Custom Text Fields SQL injection safe.

  Fixed (CRM-268) If viewing an Inbox email message for manual assignment … the box is too tall if fullscreen is enabled or appears as too much white space. This was fixed by changing the Inbox to a bootstrap modal.

  Fixed (CRM-261) If logged in as an Executive user … the Calendar (tab) user toggle filter would default to the first / oldest user that was created in CRMery.

  Fixed (CRM-254) Add Company Save not temporarily displaying the new company row at the top of the list until the page is refreshed.

  Fixed (CRM-253) Reports … Sales Pipeline, Source Report, ROI Report, and Notes Report … uncaught typeerror which was causing the Print buttons to not function.

  Fixed (CRM-252) Add Company save not saving when special language characters are used for the Company name.

  Fixed (CRM-252) Edit Person save causing a duplicate Company to be created if associating to a Company name that is using special language characters. Also fixed other related issues.

  Fixed (CRM-251) Deal, People, Company … custom Date fields not displaying the correct date. This issue caused the date to appear as 1 day before the correct date.

  Fixed (CRM-240) Goals (tab) … Delete Goals box being too tall if fullscreen is enabled or displaying as too much white space. This was fixed by changing the Goals … Delete to a bootstrap modal.

  Fixed (CRM-199) On a person’s page, the Manage Mailing list … is only adding 1 person to a newsletter. If navigating to another person’s page … and if Manage Mailing list is clicked … it will display as remove, meaning that only 1 person can be added to the mailing list. Note: An associated person email address is now required to use this feature.

  Fixed (CRM-199) on a Company page, the Manage Mailing list … is only adding 1 company to a newsletter. If navigating to another company page … and if Manage Mailing list is clicked … it will display as remove, meaning that only 1 company can be added to the mailing list. Note: An associated company email address is now required to use this feature.

  Fixed (CRM-175) Company page … if more than 10 deals are associated and if navigating to the second page there will be an error due to Joomla SEF.

  Fixed (CRM-175) Company page … if more than 10 people are associated and if navigating to the second page there will be an error due to Joomla SEF.

  Fixed (CRM-175) Company page … if more than 10 documents are associated and if navigating to the second page there will be an error due to Joomla SEF.

  Fixed (CRM-175) People page – deal list is only showing the first 10 deals instead of all associated deals.

  Fixed (CRM-175) People page … if more than 10 documents on the people page and if navigating to the second page there will be an error due to Joomla SEF.

  Fixed (CRM-175) Deal page – document list only showing the first 10 documents instead of all associated documents.

  Fixed (CRM-127) Deal, People, Company csv owner export by adding the owner_id to csv export file, such that if the data is re-imported into CRMery it will assign the correct ownership based on the owner_id.

  Fixed (CRM-33) Add Company bug where only 1 company per CRMery user was able to be created via the Add Company modal.

 

New (2)

  Added the CRMery Automatic Update feature. For reference, please refer to Introducing Joomla CRM Automatic Updates article.

  Added Custom Reports … Filtered Total for Deal Amounts.