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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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