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ConcourseSuite CRM 7.0 (20160229) Update Available

Posted by Matt Rajkowski on February 29, 2016 8:15 PM EST
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This update is recommended for all installations of ConcourseSuite, adding features and fixes.

Improvements:

  • New Account Quotes will populate with the account's address
  • Email templates have been updated
  • Updates for Java 7

Fixes:

  • Lead assignment popup was too short
  • A chance the zip code would not be formatted correctly when it was padded

Developer notes:

  • Added AccountHelper.retrieveIndustryIdFromValue
  • Added ContactHelper.retrieveContactById, ContactHelper.retrieveContactListByName(first,last)
  • This release was packaged with Java 7 for Tomcat 7

The upgrade process for systems already using version 7.0 involves making sure there is a backup of the database and fileLibrary, then installing the 7.0 web application archive (.war) directly over the previous install. The application will upgrade all components.

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ConcourseSuite CRM 7.0 (20141231) Update Available

Posted by Matt Rajkowski on January 7, 2015 4:30 PM EST
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This update is recommended for all installations of ConcourseSuite, adding features and fixes.

Improvements:

  • HTML output is now set to XHTML 1.0 Strict//EN; IE 9/10/11 no longer default to IE8 compatibility mode; this will help us with our initiative to revamp the HTML and CSS in a future update; minor interface enhancements were made
  • Invoices can be printed from Quotes/Orders pages
  • Emails can be sent from Quotes/Orders pages and they can now include a copy of the Invoice, Quote and/or Order, as well as any document attachment from the Documents module

Fixes:

  • System startup has been optimized especially when there are thousands of users
  • Added database indexes to improve the performance of several queries
  • Improved Quote printout by removing the version number when there is only 1
  • Added currencies for Indian Rupees, Indonesia Rupiah, Malaysian Ringgit, Singapore Dollars as requested

Developer notes:

  • Additional User API endpoints are being worked on
  • HTML and CSS modernization is underway
  • This release was packaged for Tomcat 7; A Tomcat 6 package was not released as we are fully recommending Tomcat 7 – if this is an issue please contact us

The upgrade process for systems already using version 7.0 involves making sure there is a backup of the database and fileLibrary, then installing the 7.0 web application archive (.war) directly over the previous install. The application will upgrade all components.

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ConcourseSuite CRM 7.0 (20140721) Update Available

Posted by Matt Rajkowski on July 28, 2014 10:00 AM EDT
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This update is recommended for all installations of ConcourseSuite, adding features and fixes.

Improvements:

  • Clustering capabilities have been added so that installations can be load balanced; separate documentation is required to setup this feature
  • A new RESTful user-based CRM API has been added; this will be used by 3rd-party applications, like iOS and Android apps (hint hint)
  • Database optimzations for certain calendar items

Fixes:

  • A user may have left a login form open too long and receives an error page after logging in; the form now displays correctly
  • The embedded portal may not have added items to the index queue properly after making record changes
  • When a dynamic graph doesn't render, the image now retries

Developer notes:

  • There has been more source code cleanup
  • CAS integration skeleton code has been added but is not functional

The upgrade process for systems already using version 7.0 involves making sure there is a backup of the database and fileLibrary, then installing the 7.0 web application archive (.war) directly over the previous install. The application will upgrade all components.

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This update is recommended for all installations of ConcourseSuite, adding features and fixes.

Improvements:

  • The data entry calendar has been replaced with a Javascript version; this allows for faster access to the calendar

Fixes:

  • The next/previous page record links failed due to a change in a previous release
  • Startup time has been improved; indexing contacts at startup could trigger full loading and caching of account records which is not required

The upgrade process for systems already using version 7.0 involves making sure there is a backup of the database and fileLibrary, then installing the 7.0 web application archive (.war) directly over the previous install. The application will upgrade all components.

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This update is recommended for all installations of ConcourseSuite, adding features and fixes.

Improvements:

  • The Accounts revenue module has been reworked by adding new fields and functionality; the new fields are: Order #, Date Received, Payment Type, Check Number, and descriptions; the revenue module is now coded using portlets which will serve as an example for customizations and future development; when adding payments, for example, any customer orders are also displayed on screen for reference
  • The CRM logo is now hi-res for displays supporting hi-resolution graphics
  • Users with the 'edit order' permission can now modify order rental sessions, terms and remarks from the order page
  • The Quote and Order detail printouts have been updated
  • Updated the Jasperreports library to match the iReports report builder

Fixes:

  • An account configured as an 'Individual Account' failed validation and could not be saved
  • An order product with a quantity of 0 was saved as quantity of 1

For developers there are a number of improvements and best practices included. Revenue amount is now a BigDecimal with supporting framework changes. The Organization property isIndividual has been refactored and now loaded with the Organization/OrgnizationList classes. The portal has several portlet module improvements which can be seen in the Revenue module. The servlet context is now specified in the interface for session validation which will aid in developing SSO login/session listeners.

The upgrade process for systems already using version 7.0 involves making sure there is a backup of the database and fileLibrary, then installing the 7.0 web application archive (.war) directly over the previous install. The application will upgrade all components.

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From time-to-time I'm asked what the differences are between the Open Source Community Edition and the Enterprise/Commercial Edition.

The fact is, Concursive has made few contributions to the Community Edition since about July 2007 due to focusing developer resources on a single platform release. Since then, we've repackaged the whole Java web application into a much simpler and standard directory structure, and we've broken compatibility with the many databases that we used to support – we only support PostgreSQL but continue to use JDBC best practices. The major technological improvements have been:

  1. We continue to update compatibility with new editions of Java, Tomcat and PostgreSQL.
  2. We've updated major libraries like JasperReports and Lucene. In the commercial edition Accounts and Contacts are indexed for very efficient and quick searches.
  3. We've implemented EHCache so that routinely read data comes from memory instead of the database. Cache includes Accounts, Contacts and lookup lists.
  4. We've implemented Apache Pluto and tailored it so that it is now embedded within the CRM in several areas like Dashboards, Custom Tabs and for customizing key content areas like Account details pages. In fact, whole modules can be built with portlets.
  5. We aligned the build and dependencies of the CRM and Connect products and Concursive Commons (LGPL) is used.

In the build process, for example, the latest Ant script has this usage for both products:

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This update is recommended for all installations of ConcourseSuite, adding features and fixes.

Improvements:

  • The Accounts Quotes and Accounts Orders modules have been updated with the Quotes and Orders modules features
  • Search results for quotes and orders shows more information like customer start and end dates
  • Customer dates can be modified directly on the order page
  • For developers, Apache Commons Logging is now the preferred logging library; a number of modules have been updated with Commons Logging
  • Common Javascript libraries have been packed for use by all modules
  • Updated the Asterisk library

Fixes:

  • Using the "Submit" a quote feature would reset the customer date fields

The upgrade process for systems already using version 7.0 involves making sure there is a backup of the database and fileLibrary, then installing the 7.0 web application archive (.war) directly over the previous install. The application will upgrade all components.

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New API Helpers in CRM 7.0

Posted by Matt Rajkowski on March 18, 2014 2:00 PM EDT
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If you are importing data into the CRM, whether it's your first time using ConcourseSuite or it's an ongoing effort, the CRM API has several improvements to make it easier.

On the server-side, the CRM has a client access manager which an administrator must grant API access to. Once that's setup through the web UI, the import process can take place. Actually, the API allows for reading, writing, updating and deleting of CRM data, so there's much more you can do with it.

The example script I'll use for reference is a Java Beanshell (BSH) script. It is run from the command line and doesn't require compiling before executing. This makes the script file very easy to make changes to and test. The script must define the CRM libraries (.jar files) to use so that the client libraries can be used.

New in CRM 7 are several client-side API helpers including:

com.concursive.crm.api.client.helper.AccountHelper;
com.concursive.crm.api.client.helper.ContactHelper;

The AccountHelper has several methods which help to save Accounts, find relational values, create relational values and also setup and save custom fields:

class AccountHelper
retrieveOrgIdFromAccountNumber, deleteAccount, saveAccount,
retrieveAccountTypeIdFromValue, addTypeIdToAccount,
retrieveSegmentIdFromValue, saveSegment, 
retrieveStageIdFromValue, saveStage, 
retrieveRatingIdFromValue, saveRating, saveCustomFolderData,
retrieveAddressTypeIdFromValue,
retrieveEmailTypeIdFromValue, retrievePhoneTypeIdFromValue

These example screenshots show Mapping CSV columns to CRM fields, retrieving relational data from the CRM, saving CRM accounts and custom fields.

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ConcourseSuite CRM 6.2 (20121012) Update Available

Posted by Matt Rajkowski on October 22, 2012 9:00 AM EDT
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This update is recommended for all installations of ConcourseSuite, adding features and fixes.

Improvements:

  • Leads now have the Relationships feature similar to Accounts and Contacts
  • When Relationships exist, the Account/Contact/Lead details page prominently displays the relationships in a portlet (widget).
  • Campaigns have always had an autoresponder feature which allows for integration with other apps to submit contacts into campaigns. There is now a field when setting up or modifying a campaign so that you can indicate if the campaign is for autoresponders.
  • An email bounce list can be imported in the Admin page. Email addresses on the bounce list will be flagged throughout existing contacts.
  • The Leads dashboard portlet "Most Recent Unprocessed Leads" has new fields that can be configured by an Admin, including custom fields.
  • The server log now has timestamps.

Fixes:

  • When customizing a portlet, the portlet did not immediately update and required an application restart. This has been fixed so that customizations appear immediately.
  • There was a Leads conversion error message in some cases, which has been resolved.
  • Global search of leads was unnecessarily restricted by owner/assigned; searches now show any lead that matches
  • This update has been more thoroughly tested using Tomcat 7. We think most issues have been resolved but please report any issues you find.
  • While Oracle is not an installation option, there have been several fixes and updates for when Oracle is used. This patch was submitted by a Concursive partner.

The upgrade process for systems already using version 6.2 involves making sure there is a backup of the database and fileLibrary, then installing the 6.2 web application archive (.war) directly over the previous install. The application will upgrade all components.

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ConcourseSuite CRM 6.2 (20120806) Update Available

Posted by Matt Rajkowski on August 7, 2012 5:30 PM EDT
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This update is recommended for all installations and improves the performance, security and functionality of ConcourseSuite.

Improvements:

  • Added quick search based on email address for general contacts and accounts
  • Can now search leads based on source
  • API improvements to add and update lookup lists
  • API improvements to add and update contact types
  • The import module detects many CSV field name variations, and the following variations are now found: Address 1, Address 2, Address 3, Zip Code, E-mail

Fixes:

  • Import records would fail on duplicate email address when another import had not been approved or deleted
  • UI issues for the survey form using certain browsers
  • UI issues for the survey form when using open-ended questions
  • The default WSRP server is not needed for new installs and should only be enabled when remote portlets are needed; administrators can comment out the CONCURSIVE_SERVICES.SERVER property
  • When modifying the message which is used by an Active Campaign (one that is recurring), the campaign's message is now updated
  • When syncing with ConcourseConnect, duplicate or missing information could occur when renaming records in Connect
  • Unable to delete certain contacts due to dependent table
  • Security fixes for CONCOURSESUITE-SA-CORE-2012-001

The upgrade process for systems already using version 6.1 involves making sure there is a backup of the database and fileLibrary, then installing the 6.2 web application archive (.war) directly over the previous install. The application will upgrade all components.

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