| CRM v 4.1.3 |
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released 1/27/2012
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- Comment-editing is now allowed to CRM Admins and note authors only
- Source-codes license fixes, updated manual
- Multiline tasks
- Improved load times - moved jQeury-UI to bottom of the page
- Showing projects in a separate tab on the company/contact page.
- Link between contact, companies and projects
- Comments visual tweaks
- Dashboard redesign
- Tasks UI improvements.
- jQuery to 1.7
- UI imrpovements
- Comments for tasks
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| CRM v 4.1.2 |
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released 11/14/2011
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- Fallback on local scripts and styles if no Internet access
- Sending emails using "TO" instead of "BCC", spam filter prevention
- Fixed error when security is set to "showed assigned companies/contacts only"
- Comment-editing is allowed to CRM Admins or comment-authors only
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| CRM v 4.1.1 |
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released 11/8/2011
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- Editing "subscribers"
- Active Directory integration improvements
- More minor improvements
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| CRM v 4.0.9 |
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released 9/13/2011
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- Searching by custom fields improved
- Showing more contact-details on the "contacts in the company" tab
- "Hide system-notes" checkbox
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| CRM v 4.0.8 |
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released 9/10/2011
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- Fixed search-autocomplete problems on some CRM pages
- Compressed, external hosted JavaScript, overall CRM performance improvements
- Task reminders are now sent to both creator and the person a task is assigned to
- When no company pops-up in searchbox, redirects to the advanced search
- Notification when a user is assigned to a task
- Other minor improvements
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| CRM v 4.0.7 |
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released 9/4/2011
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- Major design improvements (CSS 3)
- Tag-cloud font-size bug fixed
- Tag security enhancements
- Performance improvements
- Scripts and external CSS styles are not hosted on Google and our own CDN servers - faster page delivery
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| CRM v 4.0.6 |
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released 9/2/2011
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- Security improvements
- UI improvements
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| CRM v 4.0.4 |
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released 8/2/2011
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- Minor UI improvements
- New security setting "show companies/contacts and projects to subscribers and assigned users only"
- Performance improvements
- Minor fixes
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| CRM v 4.0.3 |
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released 7/2/2011
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- Fixed adding attachments to emails in IE and FF
- "Disabling" a user
- Enlarged "edit task" box
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| CRM v 4.0.2 |
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released 6/17/2011
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- Send email fixes
- Sending emails with attachments
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| CRM v 4.0.1 |
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released 6/16/2011
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- Showing custom filds in grids
- NET 4.0
- Performance improvements
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| CRM v 4.0.0 |
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released 5/9/2011
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- New feature: Project Value (money)
- New attachments are now being sent-out with email notifications
- UI and CSS improvements
- New setting - "Reply-to" address
- Jitbit HelpDesk integration - viewing tickets by company
- Performance optimizations
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| CRM v 3.8.9 |
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released 4/2/2011
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- IMAP support for incoming emails
- UI tweaks
- CSV-export now supports filters and tags
- Duplicate contact names are now allowed
- Assigning tasks to particular users
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| CRM v 3.8.8 |
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released 3/12/2011
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| CRM v 3.8.7 |
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released 2/28/2011
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- Search errors fixed
- Other minor fixes
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| CRM v 3.8.5 |
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released 2/24/2011
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- When sending email to company/contact - the "from" name will be the name of the user who sends the email.
- General improvements in the email engine.
- MaxLength validation on company/contact edit pages
- New type of log-message - "incoming email", "outgoing email" (instead of general "email")
- "Reply" button for incoming emails that have been imported from mail server
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| CRM v 3.8.4 |
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released 2/21/2011
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- Mail checker now available in the trial version as well
- Security improvements
- Admins can now set user passwords
- Sending an email to multiple contacts/companies right from the list
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| CRM v 3.8.1 |
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released 1/20/2011
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- Company/Contact tags and fax number can now also imported/imported to CSV
- Improved UI
- Improved performance
- Fixed/improved incoming emails parser
- Improved CSV import-export engine
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| CRM v 3.7.9 |
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released 1/4/2011
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- Some great UI improvements
- Deleting multiple entries right from the grid
- Auto-complete drop-down when tagging companies/contacts/projects in the CRM
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| CRM v 3.7.8 |
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released 1/3/2011
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- Adjustable Title of the CRM app
- Active Directory integration improvements
- Shared secret generator (for the autologin feature)
- Fixed a serious bug with autocomplete user-suggestion box
- New awesome date-picker for all date-fields in the CRM
- When adding comments to company/contact - option to send notes to contact email
- Improved UI for the comments section
- Adding notes about future events
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| CRM v 3.7.7 |
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released 11/18/2010
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- Custom domains for the hosted version
- Fixed POP-server SSL connections when working on 64bit systems
- The Company/Contact page now has a list of projects it's involved into
- You can now remove companies/contacts from a project
- Project tags
- Company/Contact/Project page now shows the list of subscribers - users who are notified when something is posted to a Company, Contact or Project.
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| CRM v 3.7.6 |
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released 11/7/2010
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- Fixed vCard-export error for non-latin names/surnames
- UI-design improvements
- "My profile" viewer changes
- Improved email-checker - does not stop after the server has been idle for some time
- Custom fields for Projects
- Printer-friendly pages for all entities
- Design improvements
- Improved installation manual and the installer
- Automatically checks for new versions
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| CRM v 3.7.5 |
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released 9/10/2010
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- Improved installer
- Active Directory integration improvements & new button "update the user from AD" in the admin area
- Performance improvements
- Auto-resizing comment boxes when typing
- Fixed the error when editing multiline comments
- The "today/tomorrow/yesterday" splitter now works with server time offset correctly
- Incoming email HTML-parser improvements
- Project paging fixed
- Ability to filter recent history and upcoming tasks by being "assigned to me"
- Filtering Companies/Contacts/Projects lists by being "assigned to me"
- Searching by custom fields (for example, you can add a custom field to your companies "product purchased" and then easily list companies by product)
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| CRM v 3.7.4 |
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released 8/8/2010
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- Improved the outgoing emails logging
- Fixed JavaScript auto-complete when adding multiple contacts/companies to a project
- Improved the contacts/companies import
- Search added
- New attribute for companies/contacts - Fax number
- Customizable number of columns to show in the Companies and Contacts lists
- General improvements
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| CRM v 3.7.2 |
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released 7/21/2010
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- Improved the outgoing emails logging
- Fixed contact deleting
- Minor UI improvements
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| CRM v 3.7.1 |
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released 7/2/2010
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- Login page improved for IE
- User deletion fixed, company/contact deletion improved
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| CRM v 3.7.0 |
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released 6/29/2010
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- Password reminder fixed in the hosted version
- "Assigned to" user is now shown in the lists
- Custom Fields
- Shared secret setting for the authentication API
- Lots of minor improvements
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| CRM v 3.6.0 |
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released 6/15/2010
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- Subscribers - a user can "subscribe" to receive updates anout a company, contact or project
- Company/contact/project unique name check
- Proper saving of the SMTP settings in the admin panel
- New feature: Assigning employees to a companies, contacts and projects
- Improved design
- Improved installer
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| CRM v 3.5.7 |
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released 5/23/2010
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- Improved email-sending module for both hosted and downloadable versions (using CDONTS mail engine, using Jitbit's email server)
- Admin section improvements
- Firefox rendering fixes
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| CRM v 3.5.6 |
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released 5/22/2010
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- Contact title saving fixed
- CSV import improvements
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| CRM v 3.5.5 |
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released 5/17/2010
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| CRM v 3.5.4 |
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released 5/9/2010
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- Paging in companies and contacts lists
- "Latest note" column for Companies, Contacts and Projects
- New option - to show the tag list as a menu, rather than a cloud
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| CRM v 3.5.3 |
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released 5/4/2010
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- Fixed the company deletion error
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| CRM v 3.5.0 |
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released 4/22/2010
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- Proper redirection after logging-in using Firefox
- "Remember me" checkbox improvements
- Hosted version improvements (instance name check)
- Active Directory integration improvements
- Improved email-checker
- Showing the "last updated" column in companies and contacts list with the latest note
- Improved sorting
- Showing a number next to a tag in the tag-cloud
- Projects
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| CRM v 3.0.0 |
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released 3/23/2010
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- Design improvements
- Option to send a reminder when creating a task
- Menu tabs color customization
- POP-email integration - imports customer emails from a mailbox into the CRM
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| CRM v 2.6.0 |
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released 2/14/2010
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- CSV import/export fixes
- Performance improvement for big lists
- UI improvements, Firefox fixes
- Email-reminders for tasks
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| CRM v 2.5.0 |
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released 2/9/2010
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- Limit the search-box with 20 results
- Task/comments paging on the dashboard
- Tasks in-line editor (AJAX-based)
- Comments in-line editor (AJAX-based)
- Redesigned look-and-feel plus lots of nice improvements
- Improved in line manual
- Added "Title" to the contact info
- Company vCard-export
- Export tasks to vCalendar format (integrate with MS Outlook)
- Lots of other improvements
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| CRM v 2.4.4 |
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released 1/7/2010
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- Fixed label captions on the company import page
- Design improvements
- "Server Time Offset" setting
- Companies and Contacts export to CSV
- Ability to specify a company when importing contacts from CSV
- File deletion
- Lots of general improvements
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| CRM v 2.4.3 |
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released 1/4/2010
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- Fixed installer (proper password generation)
- Fixed profile editing error
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| CRM v 2.4.2 |
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released 12/22/2009
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- Fixed the installer error "IndexOutOfRangeException: UseDefaultSmtp" when performing a clean install
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| CRM v 2.4.1 |
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released 12/20/2009
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- Fixed a small JavaScript-error on the Company/Contact "tasks" page
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| CRM v 2.4 |
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released 12/20/2009
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- Fixed "show/hide closed tasks" button
- New attribute - "type" - for history entries. Can be "misc entry", "meeting", "phone call" or "email"
- "Avatars" (icons) for Contacts and Companies
- Design improvements
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| CRM v 2.3.2 |
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released 11/6/2009
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- Tagging engine improvements (removing tags)
- Improved error handling
- Updated CRM manual
- When creating a contact for a company - the contact's data is pre-filled with his company's data
- New "Files" tab for both companies and contacts that shows files, attached to a CRM entry
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| CRM v 2.3.1 |
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released 9/10/2009
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- Optimized and compressed date javascript
- Admin tab is now hidden for non-admins (was never working for regular CRM user anyway)
- Fixed: Firefox problems with spaces in file attachments
- Fixed: Tasks datepickers never shown after adding a task
- Improved and optimized UI
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| CRM v 2.3.0 |
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released 9/9/2009
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- Improved "Lost password" functionality when logging in to the CRM software
- Improved AD-module (performance improvements)
- Unicode support (nvarchar columns in the database)
- Datepicker for task due-dates
- Company-page fixes
- Optimized search-box performance
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| CRM v 2.1.5 |
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released 8/10/2009
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- Logo image always reverted back to original when saving settings
- Older SQL Server versions compatibility (2000)
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| CRM v 2.1.3 |
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released 8/6/2009
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- Customizable logo and header/menu colors (via the admin panel - and you can still simply edit the HTML-code in the files)
- File attachments are now about 5% faster by using IHttpHandler instead of pages
- Google maps integration for locating your companies and contacts from the CRM
- vCard contact export
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| CRM v 2.1.2 |
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released 7/27/2009
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- Proper "remember me" checkbox processing
- New tab on the company-page - Company Contacts
- Adding a contact from the company page
- General improvements
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| CRM v 2.1.0 |
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released 7/24/2009
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- When an email is sent from the app - this is logged in the History
- Improved performance
- Contact editor fixed
- Improved search-box
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| CRM v 2.0 |
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released 7/23/2009
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- Redesigned interface
- Improved Company and Contact pages
- Improved CRM online help
- Performance improvements
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| CRM v 1.71 |
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released 7/2/2009
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- Improved AJAX engine
- File-attachments
- Faster performance
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