CRMery 2.0.9

Note: Please note: Joomla.org and CRMery support ended for Joomla 2.5 in December 2014. As such, going forward our development team will be focusing our attention and resources to the Joomla 3.2 and above version of CRMery (only). Also going forward, our QA team will no longer be testing Joomla 2.5 for compatibility with each release. As such, we highly recommend updating or migrating CRMery to a Joomla 3.2 and above website (if you have not already done so) to ensure that your website is fully compatible with the latest CRMery release

Fixed Bugs (51)

  Fixed (CRM-343) Company page … if website link does not begin with http or https it would add the local domain name in front of the saved domain name

  Fixed (CRM-342) People page … if website link does not begin with http or https it would add the local domain name in front of saved domain name

  Fixed (CRM-337) CRMery Profile … Set Email Preferences and Reminders … Email me my Morning Coffee Report … by updating the description text from 4 am to 5 am to reflect the newest changes to the morning coffee report.

  Fixed (CRM-336) Calendar … Add event … Date (tab) … Notice: Undefined index all_day

  Fixed (CRM-332) Company page … website url link from removing the colon symbol from the clickable url link.

  Fixed (CRM-331) Goals … if logged in as an Executive user the delete button for individual goals is missing under certain conditions

  Fixed (CRM-327) Goal name in the leaderboard does not always match the goal data that is displayed upon first page load. Note: When this issue occurred, the goal name was the name of a company goal and the goal data was from an individual goal.

  Fixed (CRM-325) CRMery Teams … Help language value displays as “COM_CRMERY_HELP_TEAMS_TITLE” and “COM_CRMERY_HELP_TEAMS_DESC” instead of the correct language text.

  Fixed (CRM-324) Deal … Primary Contact Import … If there are two people (that already exist) with the same first and last name it associates the primary contact with the person that has the lowest people id number. Note: With this fix 1) If contact ID is known, deal will be assigned to a person with this ID in the database. It doesn’t matter what email or name the contact has. 2) If contact ID is not known, but email is, and the same email exists in the database, the deal will be assigned to the person having that email. The name doesn’t matter. 3) If contact ID is not known, email is not known, but last name is, it will look for the first name as well and then check if a person with that name exists. If it does, deal will be assigned to that existing person. 4) If it doesn’t, a new person will be created and the deal will be assigned to that person.

  Fixed (CRM-322) Goals … this week … start and end … days and times. Note: Weekly goals will now start on Sunday at 00:00:00 and end on the following Sunday at 00:00:00

  Fixed (CRM-321) Team Goals … Allow Executive users the ability to delete team goals

  Fixed (CRM-316) Note Report … Filters are not persistent when navigating to page 2, 3, 4, etc of the Note Report

  Fixed (CRM-315) If logged in as a Manager user and if manually associating an email (as a note) to a Person record, the (Person First or Last) association / search field does NOT populate / display any search results

  Fixed (CRM-314) People ownership … assignee_id NOT updating to the new CRMery user id when ownership assignment is changed

  Fixed (CRM-312) Add Company … if & symbol is in company name it will remove any text after & symbol

  Fixed (CRM-311) Add Company … Custom Field data from being pre-filled with other data

  Fixed (CRM-309) Dashboard … My Sales Dashboard [AND] Reports … Sales Dashboard —–> dd/mm/yy format, JS issue and datepickers at dashboards. Note: Please note, each time you change your date format within your CRMery profile settings, please be sure to log out and clear your web browser history / cache etc. before logging back into CRMery. This will ensure that there are no JS caching datepicker issues in the web browser.

  Fixed (CRM-308) Picklist Custom Field … if picklist is on right side of page, the Dropdown positioning will appear partially off screen

  Fixed (CRM-307) Deal … Primary Contact does not import

  Fixed (CRM-306) Goal (tab) … filters are broken for Leaderboard, Individual Goals, and Team Goals

  Fixed (CRM-306) if there are a lot of goals or names AND IF the list of these names is larger than the box / border size, it will not display the full list of names

  Fixed (CRM-306) Goals … Add / Edit Goal … “this quarter” and “next quarter”

  Fixed (CRM-306) Goals … Note goal count

  Fixed (CRM-302) Lead notify email … where it would displays custom fields names as custom_1 or custom_2 instead of the field name.

  Fixed (CRM-301) Calendar … Events appear in iCal (ics file) with a DTSTART and DTEND dates of 19700101T010000 instead of the correct date

  Fixed (CRM-301) Calendar … iCal export file … exporting tasks or events without a date to the iCal file

  Fixed (CRM-299) Calendar … Add / Edit Event … Date (tab) … This is an all day event … checkbox not displaying as checked.

  Fixed (CRM-297) Calendar … if editing another user’s tasks or events then save … all tasks and events will disappear until the calendar page is refreshed

  Fixed (CRM-293) Front-end dashboard …. Recently Accessed Deals … Undefined property CrmeryHelperView::$recentDeals

  Fixed (CRM-291) Morning Coffee Report missing “Note Categories” and “Event Categories”. Note: the categories will now appear in the morning coffee report email provided there is one or more of each type in each category.

  Fixed (CRM-281) CSV Import (Deal, People, & Company) … Created & Modified dates … not importing and instead saving in the database as today’s date

  Fixed (CRM-279) Calendar … View All Tasks & Events … if a checkbox is selected to the left of the task or event … Then Perform Actions … Delete … it will not Delete

  Fixed (CRM-278) If editing a custom report and IF adding or removing a field … then save and view the report … the columns in the report will say “Undefined”

  Fixed (CRM-277) Fixed sums at custom reports

  Fixed (CRM-275) Report … Notes … Total Note count … where it was counting the notes on the current page not all pages

  Fixed (CRM-274) Report … Notes .. Export CSV does not export all pages (just the current page). It will now export the first 1000 records, which is equivalent to 100 pages of notes.

  Fixed (CRM-273) Report … Notes … Print does not print all pages (just the current page). It will now print the first 1000 records, which is equivalent to 100 pages of notes.

  Fixed (CRM-272) People’s page … Company name link does not work if Joomla SEF is disabled

  Fixed (CRM-271) Deal’s page .. Contacts … Company Name link does not work if Joomla SEF is disabled

  Fixed (CRM-267) Components … CRMery … Form Wizard … New … Undefined variable form_status and form_source

  Fixed (CRM-265) Won or Lost deals are being added to the People page … “Total Pipeline”. Note: With this fix, won or lost deals are no longer added to the “Total Pipeline”

  Fixed (CRM-265) Won or Lost deals are being added to the Company page … “Total Pipeline”. Note: With this fix, won or lost deals are no longer added to the “Total Pipeline”

  Fixed (CRM-257) Companies (tab) … owned by filter … Uncaught TypeError ‘indexOf’ of null

  Fixed (CRM-249) Documents (tab) … Owner sort

  Fixed (CRM-245) Deal’s page … font size has become too small since CRMery 2.0.7 update.

  Fixed (CRM-244) Notes … Add Note … People and Deal search. In other words, with this fix note search will be identical to other similar searches. It will work as follows: 1) Executive users can see all search results and associate a note to any person or deal within CRMery. 2) Manager users can see deals and people that are owned by them in the search results. They can see deals and people that have been shared with them. In addition, they can see deals and people that are owned by basic users within their team. 3) Basic users can see deals and people that are owned by them in the search results. In addition, they can see deals and people that have been shared with them.

  Fixed (CRM-243) Team Goals … Delete Goal … Responsible Column untranslated language string for ‘s team

  Fixed (CRM-212) Deal, People, and Company import … Import Manager.js … Uncaught TypeError

  Fixed (CRM-186) Note “read more”… max height by changing it from 200px to 40px before the “Read More” toggle will appear on Notes. This will make each note take up less space on the page.

  Fixed (CRM-183) By removing “Apply a Workflow” button from the Dashboard (tab) … task_event_float button group as it served no purpose nor did it have any functionality.

  Fixed (CRM-150) People (tab) … anything filter search text from disappearing when refreshing the page or if navigating to other CRMery tabs … then back to People (tab). Note: With this fix, search text will now be visible until cleared or until you log out of CRMery.

 

New (5)

  (CRM-260) Added the website url to people page, such that the website link is now clickable. Previously, the website link would only appear under the Edit modal.

  (CRM-249) Added file size sort to Documents (tab)

  (CRM-239) Added a new CRMery … Teams (section) for the Joomla 3 version of CRMery to improve and assist in the management of teams such as transferring team leadership, deleting a team, managing team members, and managing orphaned teams. Please note that there are some restrictions. 1) only a manager user who doesn’t already have a team may be able to be selected as a team leader. 2) only CRMery basic users may be selected as team members 3) if a basic user is already on a team and wishes to join a new team, the basic user must be removed from the old team before the basic user can join the new team

  (CRM-140) If there are multiple people listed in the “To” email address, and if their email addresses are already associated to existing people within CRMery it will automatically save a copy of the email (with any attachments) to each person’s page. Note: At this time, manual email note association is still limited to one person and one deal instead of multiples.

  (CRM-81) – Added the ability for some field types to automatically display the updated values when they are either updated on the page or via the Edit Modal. Note: this fix only applies to certain fields. Other fields still require a refresh to display the updated values. In addition, url links and map links will display the updated text but will still require a web browser refresh in order for the correct links to apply.