------------------------------------------------------------------------------- ConcourseSuite 7.0 (20140513) Copyright (C) 2014 Concursive Corporation Change Log May 13, 2014 ------------------------------------------------------------------------------- NEW: Added 'estimated number of participants' to rental calculator sessions CHANGE: Customer date fields can be modified on an Order and stay in sync with quotes CHANGE: Added start/end dates to the Quotes and Orders search results CHANGE: UI improvements to the rental calculator sessions CHANGE: Updated Asterisk library FIX: The Accounts Quotes and Accounts Orders modules have been updated with the Quotes and Orders modules features FIX: Submitting a quote would reset the customer quote date fields DEV: Commons logging is now the preferred logging library DEV: Common Javascript libraries have been packed for all modules DEV: After a POST, the preferred action is a Redirect302 ------------------------------------------------------------------------------- ConcourseSuite 7.0 (20140318) Copyright (C) 2014 Concursive Corporation Change Log March 18, 2014 ------------------------------------------------------------------------------- NEW: Added Account Details page portlets: History, Quotes, Orders, Contacts NEW: Orders module is now enabled and complete NEW: Product catalog inventory and rentals module has been added NEW: Added several quote and order fields for dates NEW: Added Quote rental calculator module NEW: Added Quote and Order events to the calendar to see delivery dates NEW: Added Order history NEW: Added Order packing list printout NEW: Command line import utilities for Accounts, Contacts, Products and Orders NEW: Admin capability for importing contact info in bulk from CSV NEW: Links to Google Maps for addresses CHANGE: Updated Quote printout CHANGE: 'Sites' is now 'Territories' and has been improved CHANGE: Updated to PostgreSQL 9.3 driver CHANGE: Updated to JasperReports 5 FIX: Campaign improvements when viewing lists and results FIX: API has been updated for Accounts, Contacts, Quotes and Orders FIX: Portlet dashboard preference fixes FIX: Adding images to accounts and quotes failed for some image types ------------------------------------------------------------------------------- ConcourseSuite 6.2 (20130702) Copyright (C) 2013 Concursive Corporation Change Log July 2, 2013 ------------------------------------------------------------------------------- NEW: Account/Contact/Lead import now accepts custom fields NEW: Folder search for accounts and contacts modules has been added NEW: Added a criteria filter to export leads based on owner NEW: A lead source can be chosen when saving a lead NEW: Add your own logo by setting the LAYOUT.JSP.LOGO build.property NEW: SaveLeadService can use email address to create or append a lead NEW: Quotes can be converted to Orders if the orders module is enabled NEW: Orders show a link back to the account NEW: Exports the inline custom fields in leads and accounts NEW: Option added to export Lead folder data CHANGE: Help desk ticket notifications include the ticket url and more info CHANGE: Updated to PostgreSQL 9.2 driver FIX: Major updates to the Orders module (not a default module) FIX: Global search for a company name is more accurate FIX: Campaign message sent displayed a 'null' if the campaign did not have a survey, unsubscribe or any other attachments FIX: Lead data and inline custom fields are indexed when added through import FIX: Emails sent only to an email address that was flagged as primary FIX: YUI 2.6.0 patches FIX: Tomcat 7 compatibility fixes ------------------------------------------------------------------------------- ConcourseSuite 6.2 (20120820) Copyright (C) 2012 Concursive Corporation Change Log October 22, 2012 ------------------------------------------------------------------------------- NEW: Leads now have Relationships NEW: Relationships are now shown on the Account/Contacts/Lead details page NEW: Campaigns now have a field indicator for autoresponder so users know when an autoresponder is being used NEW: An email bounce list can be uploaded from Admin page CHANGE: New fields for the Most Recent Unprocessed Leads dashboard portlet CHANGE: Timestamp added to server log FIX: Leads conversion error message fixed FIX: Global search of leads was unnecessarily restricted by owner/assigned FIX: Tomcat 7 compatibility fixes FIX: Oracle fixes and improvements ------------------------------------------------------------------------------- ConcourseSuite 6.2 (20120806) Copyright (C) 2012 Concursive Corporation Change Log August 6, 2012 ------------------------------------------------------------------------------- The latest information can be found in the ConcourseSuite Community: http://www.concursive.com/show/concoursesuite-support This update is recommended for all installations and improves the performance, security and functionality. Improvements: - Added quick search based on email address for general contacts and accounts - 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: - Can now search leads based on source - 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 ------------------------------------------------------------------------------- ConcourseSuite 6.1 (20120207) Copyright (C) 2012 Concursive Corporation Change Log February 7, 2012 ------------------------------------------------------------------------------- The latest information can be found in the ConcourseSuite Community: http://www.concursive.com/show/concoursesuite-support Improvements: - Leads can be searched by email address and stage Fixes: - Campaigns failed since last release because of an incorrect duplicate check - In the case of few big files in the repository the document size reported in the Admin usage page would be incorrect ------------------------------------------------------------------------------- ConcourseSuite 6.1 (20120131) Copyright (C) 2012 Concursive Corporation Change Log January 31, 2012 ------------------------------------------------------------------------------- The latest information can be found in the ConcourseSuite Community: http://www.concursive.com/show/concoursesuite-support Improvements: - Contacts can be exported from the search results page - Library added for PostgreSQL 9.1 Fixes: - Assigning leads was not triggering additional workflow, like email - Updating lookup lists in the administrator module sometimes failed - Quote logos and other types of documents did not show in the UI - Activating large campaigns could take minutes instead of just a few seconds or could fail - Sending campaigns to All Contacts, without any other criteria, would send emails to Leads too ------------------------------------------------------------------------------- ConcourseSuite 6.1 (20111122) Copyright (C) 2011 Concursive Corporation Change Log November 22, 2011 ------------------------------------------------------------------------------- The latest information can be found in the ConcourseSuite Community: http://www.concursive.com/show/concoursesuite-support Improvements: - Added additional contact export fields and updated the export layout page Fixes: - Addresses an issue in which product pricing is not cloned ------------------------------------------------------------------------------- ConcourseSuite 6.1 (20110907) Copyright (C) 2011 Concursive Corporation Change Log September 7, 2011 ------------------------------------------------------------------------------- The latest information can be found in the ConcourseSuite Community: http://www.concursive.com/show/concoursesuite-support Improvements: - Added Campaign email tracking for emails opened - This release allows embedding searchable folder fields directly into the Contact details page from the Admin module. - When inputting the "from" email address the following format can now be used: First Last - Campaign emails now have an explicit style automatically included so that the email is formatted best across multiple email clients (Yahoo IE7/8, Outlook 2007/2008) - Importing Contacts will flag and exclude duplicate records - Importing Account Contacts will flag and exclude duplicate records - Importing contacts no longer requires a contact's name; useful when only the email address is known Fixes: - Building a campaign by excluding contact types and/or account types failed if the contact had more than one type - Leads that were converted to an Account Contact had an incorrect access type - Thumbnail images could not be created when uploading certain images ------------------------------------------------------------------------------- ConcourseSuite 6.1 (20110809) Copyright (C) 2011 Concursive Corporation Change Log August 9, 2011 ------------------------------------------------------------------------------- The latest information can be found in the ConcourseSuite Community: http://www.concursive.com/show/concoursesuite-support Note: For consistent search results it is best for the admin to re-index the data after this upgrade. Improvements: - This release has some introductory code in Admin for embedding searchable folder fields directly into an Account details page. This feature will be fully tested and expanded upon in future releases. - Leads are now indexed for greater performance - Added API service to add contacts to an existing active campaign to use for auto-responses (addContactToActiveCampaign) - Added API service to add a contact type to an existing contact (addTypeToContact) - Added API object to retrieve Contact Type values - New feature to archive newsletters to ConcourseConnect when enabled - Leads search now defaults to showing a list of leads instead of retrieving one lead (which is now the secondary option) - Condensed the view of the account and contact details page when those records do not have phone numbers, email addresses, etc. Fixes: - Changed the HTML when injecting the Unsubscribe link in a campaign - PDF extraction failed when indexing documents due to a missing library - Fixed a view usage error when viewing the usage - Fixed a calendar error when activities were linked to a contact - Fixed a task error when viewing tasks - An Email phase could not be added to an existing campaign - API was showing deleted and unapproved contact records - The API Tools didn't clear the transactions on a commit() exception ------------------------------------------------------------------------------- ConcourseSuite 6.1 (20110630) Copyright (C) 2011 Concursive Corporation Change Log June 30, 2011 ------------------------------------------------------------------------------- The latest information can be found in the ConcourseSuite Community: http://www.concursive.com/show/concoursesuite-support This is a maintenance release with the following changes: - Added global contact search by email address to the top search bar - Added a customer relationship type between Accounts and Contacts - ZAIRE is now displayed as DEMOCRATIC REPUBLIC OF THE CONGO - API can insert custom folder records and data - API Contacts and Organizations did not have email, address, phone data indexed properly - API Contacts would not appear until re-indexed due to an access setting ------------------------------------------------------------------------------- ConcourseSuite 6.1 (20110405) Copyright (C) 2011 Concursive Corporation Change Log April 5, 2011 ------------------------------------------------------------------------------- The latest information can be found in the ConcourseSuite Community: http://www.concursive.com/show/concoursesuite-support This is a maintenance release with the following changes: - Internet Explorer 9 improvements - Updated the application's cache and scheduler libraries ------------------------------------------------------------------------------- ConcourseSuite 6.1 (20110317) Copyright (C) 2011 Concursive Corporation Change Log March 17, 2011 ------------------------------------------------------------------------------- The latest information can be found in the ConcourseSuite Community: http://www.concursive.com/show/concoursesuite-support This is a maintenance release with the following changes: - Using a language, like en_GB, which did not have corresponding data files resulting in log messages, performance degradation and missing functionality - The Accounts module had a field "Claim Status" enabled which was unintended. To remove this field from the application, edit the system.xml file in /fileLibrary/1/system.xml append (under system.fields.ignore): - Updated the application's cache library ------------------------------------------------------------------------------- ConcourseSuite 6.1 (20110317) Copyright (C) 2011 Concursive Corporation Change Log March 2, 2011 ------------------------------------------------------------------------------- The latest information can be found in the ConcourseSuite Community: http://www.concursive.com/show/concoursesuite-support Note: For consistent search results it is best for the admin to re-index the data after this upgrade. Improvements: - When a single lead is chosen for conversion, its information is made available when an account is created for it - Allow a lead rating and message to be included when a lead is assigned from the overview and list pages - now consistent with the details page - Accessed leads now show up in recent items - Your Company name is now displayed on surveys - The same campaign recipient can manually be added multiple times - Upgraded PostgreSQL library - Upgraded Asterisk library Fixes: - A survey error resulted when recipients tried to take a survey - Surveys could not be renamed - Uploading file versions failed - Assets not linked to any contract were deleted when a contract was deleted - Revenue was not saved - Duplicate --none-- appeared in some lookup lists - A lead could not be converted to a customer if the record did not have contact information - Error when converting a lead to an account using batch process - Content type was not truly seen as UTF-8 which could cause some problems with encoded API data - Files were not being attached on notifications - Action plans in home page were not viewable - Lookup list display for roles, departments and groups in action plan editor - Updating sales action plan step failed when next step owner was different - Not able to see target groups created by other users when building a campaign - Account contacts were not searchable by account name or account name changed - Error when viewing an account in a popup because of incorrect URL construction - Fetch lookup list from db instead of cache if it was modified - Hide site field and display only if there are values in the site lookup - Hide company name search field when criteria is employee - Popups did not open in pipeline search - Exception when a opportunity does not have a stage (when stage is hidden) - Reparse the campaign image URLs for errant browser entry characters - Security and stability issues as reported ------------------------------------------------------------------------------- ConcourseSuite 6.0.30109 Copyright (C) 2010 Concursive Corporation Change Log June 14, 2010 ------------------------------------------------------------------------------- This is a maintenance release. Latest information can be found in the ConcourseSuite 6.0 Community: http://www.concursive.com/show/concoursesuite-support Improvements: - Added a portlet on the Accounts details page to show recent account tickets - Updated the WSRP client to support user sessions - Removed unused libraries from the distribution Fixes: - Some drop-downs were populated with extra control records due to a cache issue - The CRM only responded to the domain name used during installation, now it will respond to any domain name used by the web server - An incorrect image reference resulted in an image error under global items - Creating a product for a quote didn't have an id set - User was unable to import project plans from a spreadsheet - An error occurred when an activity log was deleted ------------------------------------------------------------------------------- ConcourseSuite 6.0.30079 Copyright (C) 2010 Concursive Corporation Change Log May 24, 2010 ------------------------------------------------------------------------------- This is a maintenance release. Latest information can be found in the ConcourseSuite 6.0 Community: http://www.concursive.com/show/concoursesuite-support After upgrading to this version, navigate to the Admin module, then choose 'Check system resources' then choose to 'Reindex' the Disk Index. Improvements: - All public contacts now appear in the global search feature, instead of just the user's own contacts - Enabled the revenue module - Unused fields, like Site Id, are now hidden - Improved the performance of dashboard graphs Fixes: - Messages were not recorded in contact history - A document could not be attached to an action item - An action step which adds a recipient to a campaign failed - Campaign failed to appear in history - Unapproved and deleted import records were showing respectively in leads, contacts, accounts - Adding a quote with a product that had options generated an error - When administrating the ticket categories, an error occurred - Project list items did not display the item's description - Could not add a news category in project management - Could not upload an image in project management - Improved the stability of indexed leads ------------------------------------------------------------------------------- ConcourseSuite 6.0.29953 Copyright (C) 2009-2010 Concursive Corporation Change Log April 9, 2010 ------------------------------------------------------------------------------- This is a major release. Latest information can be found in the ConcourseSuite 6.0 Community: http://www.concursive.com/show/concoursesuite-support The complete list of improvements is coming soon... here's a general summary: - New Marketing module - Account and Contact relationships - Improved dashboards - Lucene based Accounts and Contacts search engine for high performance - Additional flexibility in the Accounts module using JSR-168 portlets - Upgraded the WYSIWYG editor for popular web browsers - Optional multi-tenant plug-in - Optional load-balancing and clustering plug-ins ------------------------------------------------------------------------------- ConcourseSuite 5.0.5 Copyright (C) 2008 Concursive Corporation Change Log March 18, 2008 ------------------------------------------------------------------------------- This is a maintenance release. Latest information can be found in the ConcourseSuite 5.0 Community: http://www.concursive.com/ProjectManagement.do?command=ProjectCenter&pid=70 Fixes: - Quick Update unintentionally modifying Action Plan updates. - Corrected links to the Introduction and Help content areas used by the custom editor. - Preview of selected contacts for groups not displaying all contacts (Derby database). - Deleting a lead only deleted a contact; It now deletes the account as well. - No longer necessary to refresh the page after importing to see Approve, Delete and View buttons. - Corrected printable form for Help Desk tickets. - Corrected issue where an upgrade could fail if data was imported but not processed prior to upgrade. - Corrected scheduled processes issue for sites with repeated database URLs. - Corrected footers in Reports. - Corrected filters when saving Action Lists. - Fixed grammatical error in default Thank You campaign message. - Corrected field mismatch when adding Help Desk tickets containing large text fields to Knowledge Base. - Corrected script error in Pipeline Search for Accounts and Contacts. - Corrected index for alpabetical search bar in Accounts module. - Corrected multiple history entries when completing an activity. - Corrected issue where users assigned to a site can not access documents associated with a contact. - Corrected issue with e-mail from contacts created in Help Desk module. ------------------------------------------------------------------------------- ConcourseSuite 5.0.4.1 Copyright (C) 2008 Concursive Corporation Change Log February 1, 2008 ------------------------------------------------------------------------------- This is a maintenance release. Latest information can be found in the ConcourseSuite 5.0 Community: http://www.concursive.com/ProjectManagement.do?command=ProjectCenter&pid=70 Fixes: - Lead action plan step "Update Rating" was not implemented ------------------------------------------------------------------------------- ConcourseSuite 5.0.4 Copyright (C) 2008 Concursive Corporation Change Log January 31, 2008 ------------------------------------------------------------------------------- This is a maintenance release. Latest information can be found in the ConcourseSuite 5.0 Community: http://www.concursive.com/ProjectManagement.do?command=ProjectCenter&pid=70 Fixes: - Fixed correspondence textarea to fit screen resolution. - Resolved preview window record disappearance issue. - Added product images to e-mail communications. - Fixed DaffodilDB-, MySQL- and MS SQL Server-specific graph display issue. - Resolved contact message details content issue. - Removed extraneous message details template fields - Added lead action plans action map population for new installations. - Fixed home page module 'add recipients' window content display. - Included timestamps in home page module communications. - Fixed Derby-specific action list creation issue. - Resolved Derby-specific help desk module e-mail SQL exception. - Fixed error page routing for 'Access/View' module permissions. - Fixed Derby-specific document upload failure. - Fixed dashboard display-clipping issue. - Derby-specific: Added ability to create document store. - Fixed Derby-specific projects module ticket view issue. - Communications module now shows personal contacts correctly. - Offline permissions are now conditional on module applicability. - Call participants are now synchronized for offline use. - Tasks are now synchronized for offline use. - Fixed accounts module dashboard name panel display issue. - Fixed pipeline module graph mysterious number display issue. - E-mail communication no longer dependent on connection info in build file. - US English values now used as fallback for missing entries in other locales. - Empty classification on 'Add Accounts' form no longer causes an error. - On-demand server e-mail communications fixed. - Unintended configuration options removed from ASP mode. - Fixed Firebird database installation issue. ------------------------------------------------------------------------------- ConcourseSuite 5.0.3 Copyright (C) 2008 Concursive Corporation Change Log January 21, 2008 ------------------------------------------------------------------------------- This is a maintenance release. Latest information can be found in the ConcourseSuite 5.0 Community: http://www.concursive.com/ProjectManagement.do?command=ProjectCenter&pid=70 Fixes: - Fixed website page titling. - Updated call participant list. - Lead activity form auto-population added. - Negative price fields for products now allowable. - Website display (whitespace) issue resolved. - Portlets are now added sequentially (affects orientation). - Removed popup sidebar, allowing helpdesk ticket asset addition. - Fixed account search city filter. - Fixed pipeline activity contact drop-down field population. - Dashboard graph portlet data display issue resolved. - Microsoft Excel report formatting improved. - Added warning dialog for enabled website deletion. - Removed extraneous main application navigation from pop-up windows. - Made knowledge base information entered via helpdesk tickets searchable. - Added ability to set retroactive dates on helpdesk tickets. - Fixed populated lead conversion to account or contact. - Ticket update permissions issue resolved. - Survey response item list editing enabled. - Binary End User License Agreement updated to reflect current organization. - Multiple graph portlet display issues resolved. - Fixed contact message list display (all messages now displayed). - Contact message view permissions issue fixed. - Resolved MySQL-specific e-mail account update issue. - Optimized graph queuing and processing. - Removed incorrect sitemap option display from dashboards. - Sitemap link fixed on website pages. - Graph portlet gridline display revised. - Product editor display issue fixed. - Helpdesk display now compatible with all permission combinations. - Contact w/o business name to account conversion - extra account issue fixed. - Standard dashboard bar graph display fixed. - Communications module group editing enabled. - Employee generated helpdesk ticket browser display issue resolved. - Browser-dependent e-mail account update issue fixed. - Resolved issue related to currency form fields in account custom folders. - Revamped plot orientation for graph portlets (X- and Y-axis). - Issue with discussion forum topic reply message editing fixed. - Cart portlet quote quantities are now persistent. - Graph portlet menubar display issue (data clipping) fixed. ------------------------------------------------------------------------------- ConcourseSuite 5.0.2 Copyright (C) 2007 Concursive Corporation Change Log December 27, 2007 ------------------------------------------------------------------------------- This is a maintenance release. Latest information can be found in the ConcourseSuite 5.0 Community: http://www.concursive.com/ProjectManagement.do?command=ProjectCenter&pid=70 Enhancements: - Report execution performance improvements. Fixes: - Fixed website creation while using Interbase database. - Fixed ticket creation while using Interbase database. - Calendar visibility resolved for portal user from Accounts module. - Custom Tab display corrected. - Fixed Pipeline module typo. - File rename presentation modified to account for required fields. - Level of effort validation added. - Product option details validation enhanced. - Sales manager ticket submission issue resolved. - Cloned roles can now be deleted. - Project Center news article list editing fixed. ------------------------------------------------------------------------------- ConcourseSuite 5.0.1 Copyright (C) 2007 Concursive Corporation Change Log December 20, 2007 ------------------------------------------------------------------------------- This is a maintenance release. Latest information can be found in the ConcourseSuite 5.0 Community: http://www.concursive.com/ProjectManagement.do?command=ProjectCenter&pid=70 Enhancements: - Functionality added to delete objects AND related files via the XML API. Fixes: - Prevention of ActionPlan Quick Updates from squashing previously entered data. - Contact Received Messages are no longer showing up as Message templates when sending messages to a Contact. - Removed 'Folders' container menu entry for Leads as this functionality has been turned off. - Link on Leads search results now takes the user to the correct details page. - Additional database indices added for increased performance. - Fixed scripting order to address an issue with dashboard defaults not loading properly on upgrades. - Resolved dashboards performance issue. - Website module now enabled upon upgrade. - Sites lookup editor is now hidden when there are no enabled sites. - Timezone conversion corrected. - Field length adjusted to work with Interbase. - Corrected "Configure permissions for role" display order. - Graph portlet file name confict resolved. - Lead-to-Account conversion using only a company name no longer breaks things. - Lead-to-Contact conversion fixed. - User-specific graph file names changed to actually be user-specific. - Corrected modified field defaults for e-mail lookups. - Improved performance of e-mail message fetching. - Document store files are now visible in the HTML editor. ------------------------------------------------------------------------------- ConcourseSuite 5.0 Copyright (C) 2007 Concursive Corporation Change Log December 11, 2007 ------------------------------------------------------------------------------- Latest information can be found in the ConcourseSuite 5.0 Community: http://www.concursive.com/ProjectManagement.do?command=ProjectCenter&pid=70 Compilation of ConcourseSuite 5.0 New Features/Enhancements: Introduction of Website Module - Support provided of including JavaScript in all pages (this feature can be used to support Google Analytics). - Site map for website implemented. - Capability supplied to navigate to another page using the site map. - Search engine optimization provided. - Description fields are picked up as meta tags. Leads Module - A lead now has the ability to store all the same information as a contact. - Leads data (messages, documents, history, opportunities, activities) stay attached as the lead is converted from a contact and then on to an account. - Action plans can now be tied to leads. - New ability implemented to delete, assign/reassign, and convert multiple leads at the same time. Contacts Module - Contacts have a visually obvious "Do Not Contact" field. - New ability provided to easily create a contact from a vCard. Communications Module - A user can create campaign groups from accounts, leads, and contacts. - Recipients of a campaign now have the ability to opt-out of future campaigns. - A user can attach a tracking URL to a campaign. - Feature provided to perform a mail merge between a list of users and a message template. - New search operators for forming groups have been added, such as postal and area codes. - Ability supplied to add leads and contacts to a running campaign. - The ability created to form a group from the output of a previous campaign. - Campaigns are now able to be started quickly from the scheduler. Help Desk Module - New support provided for group mailboxes. - System now automatically appends incoming e-mail to related pre-existing tickets. - Sort area has been established for tickets not eligible for automatic delivery. - There is a newly-enhanced search option for knowledge-base documentation. - An asset can be added from the ticket page while selecting an asset. - Users can now record problem/resolution in a ticket as a knowledge base article. Employees Module (renamed to "Company") Admin - User roles can now be cloned. Global and General Updates - Microsoft Outlook integration has been established; A user can now create contacts, tasks, and appointments from within Outlook and have those items populate ConcourseSuite. - Custom dashboards can be set for each module's start page. - New types of graphical analytics are available. - There is increased use of graphical text editor enhancements. - Activities can now be associated with other relevant CRM objects quickly via the "Quick Actions" drop-down list. - Activities can now be forwarded to groups of contacts. - Planned date and time for activities are now recorded and preserved. - "Quick Actions" drop-down list has new items that can schedule an activity, log an activity, add a note, or send a message. - Login page now has a "Forgot Password" option. - "Recent Items" are now persisted across user sessions. Folder Updates - New global folders option provided whose records can be managed through portlets. - New ability supplied to set default values for folder fields. - Folders can now be viewed in a list format. - New spreadsheet portlet created that enables fields from global folders to be viewed as a spreadsheet complete with formulae. E-Commerce - Product search and quote request features implemented. Fixes: - miscellaneous bug fixes ---------------------------------------------------------------------------- ConcourseSuite 5.0 Release Candidate 1 Copyright (C) 2007 Concursive Corporation Change Log November 20, 2007 ---------------------------------------------------------------------------- Latest information can be found in the ConcourseSuite 5.0 QA Community: https://www.centriccrm.com/ProjectManagement.do?command=ProjectCenter&pid=145 General Updates: - New user interface - New portlets - MySQL database installation/upgrade scripts - Oracle database installation/upgrade scripts - Derby database installation/upgrade scripts - DB2 database installation/upgrade scripts - MS SQL Server database installation/upgrade scripts - Interbase database installation/upgrade scripts - Firebird database installation/upgrade scripts - Daffodil database installation/upgrade scripts - Product and company name change Fixes: - miscellaneous bug fixes ---------------------------------------------------------------------------- ConcourseSuite 5.0 beta 2 Copyright (C) 2007 Concursive Corporation Change Log October 26, 2007 ---------------------------------------------------------------------------- Latest information can be found in the ConcourseSuite 5.0 Community: http://www.concursive.com/ProjectManagement.do?command=ProjectCenter&pid=70 General Updates: - MySQL database installation/upgrade scripts - Oracle database installation/upgrade scripts - Derby database installation/upgrade scripts - DB2 database installation/upgrade scripts - MS SQL Server database installation/upgrade scripts - Interbase database installation/upgrade scripts - Firebird database installation/upgrade scripts - Daffodil database installation/upgrade scripts - Context information added to custom tab portlet display Fixes: - Resolved logout page missing resource issue - Changed auto-populated field on activity log screen to not display as "required" - Fixed application hang due to deleting a lead from the overview page - Provided HTML portlet as default for multiple modules - Mirrored display for category path chosen on add ticket form - Refactored window reloading - Fixed determination of introduction page display - Resolved issue related to report generation using invalid input - Fixed project budget display - Fixed pipeline low estimated field display - Fixed lead location state selection - Updated knowledge base popup window display - Fixed Product Catalog Portlet pagination issue - Added media icons for uploaded files - Resolved database error related to scheduled activity completion - Fixed dashboard note save issue - Added display of selected category in knowledge base - Fixed campaign graph displays to filter out "in queue" campaigns - Fixed tab focus in communications module - Usability issues in website module addressed - Contact vCard upload process fixed - Fixed business rule description entry error - Fixed file download issue - Added action plan editor display for leads - Added ability to configure e-mail accounts from help desk module - Resolved "my item" task refresh issue - Resolved assigned lead search issue - Added ability to save logged and scheduled activities - Fixed communications dashboard graph issue - Updated survey copyright information - Lead import form display issue corrected - Portlet display size reconfiguration corrected - Pipline validation refactored - Knowledge base search capability updated to deal with entries without attachments - Mandatory fields on lead import form enforced - Survey submission message display updated - New ticket addition action plan list population fixed - "Source" field added in requisite modules - Fixed campaign details links - Fixed help desk inbox window display - Updated site map generator timing - Fixed General Relativity error in action step addition (allowed negative duration) - Fixed lead detail revenue field display - Activity save alert message fix - Dashboard internationalization fix - Fixed account lead detail display error - Restyled sitemap display - Accounts, contacts, homepage, leads, pipeline, and website modules field validation updated - Activity reminder display updated - Internationalized currency calculations - Removed ability to delete every tab - Fixed website construction issue - Enabled ability to modify opportunities from details page - Phone number validation fix ---------------------------------------------------------------------------- ConcourseSuite 5.0 beta 1 Copyright (C) 2007 Concursive Corporation Change Log October 12, 2007 ---------------------------------------------------------------------------- Latest information can be found in the ConcourseSuite 5.0 Community: http://www.concursive.com/ProjectManagement.do?command=ProjectCenter&pid=70 <> Global and General Updates - Custom Dashboards are can be set for each module's start page with role- based permissions - "Recent Items" persist across user sessions - Activities can now be associated with other relevant CRM objects quickly via the "Quick Actions" drop down - Activities can be forwarded to groups of contacts - Activities planned date and time are now recorded and preserved - Quick Action drop down can Schedule an Activity or Log an Activity, it can also add a Note or send a Message - Log-in page has a Forgot Password option for misplaced passwords Folder Updates - Global folders whose records can be managed through portlets - The ability to set default values for folder fields - Spread Sheet portlet that enables fields from global folders to be viewed as a spread sheet with Excel formula Website Module (beta) - Create websites in the new website module using the website builder and enhanced portlets - Portlets included: HTML, Product Catalog, Image Gallery, and more - When activated, the website becomes the frontend to the CRM - Enable popular web analytics by including 3rd-party javascript in each web page, including Google Analytics - The web site module automatically generates a visible sitemap and related files for crawlers used by search engines - Page-level search engine optimization and meta-tags Leads Module - Leads now have the ability to be worked on prior to conversion; the data includes messages, documents, history, opportunities, and activities which migrate as the lead moves through the system - Leads now have all the same fields as contacts - Action plans can now be used with leads - Batch assign/reassign, delete, and converting of leads into contacts and accounts Contacts Module - Contacts have a visually obvious "Do Not Contact" field - Ability to easily create contact from a vCard Accounts Module - Custom Tabs can be appended to the existing Account tabs; these are portlet- based pages with role-based permissions Communications Module - A user can create campaign groups from accounts, leads, contacts, and employees - Recipients of a campaign have the ability to opt-out of future campaigns - A user can attach a tracking URL to a campaign - New search operators for forming groups have been added, such as zip, city, and import name - Ability to add leads and contacts to a running campaign - Blast messages to recipients using email, text messaging, and more with the broadcast delivery method Products Module - Search products capability added Help Desk Module - Support for group mailboxes - Sort area has been established for tickets not eligible for automatic delivery - Enhanced search option for knowledge-base documentation - An asset can be added from the ticket page while selecting an asset - Record problem/resolution in a ticket as a knowledge base article - System automatically appends incoming email to related preexisting tickets (please verify) - Tree-based navigation in the knowledge base - Knowledge base article approval workflow Employee/Company Module - This module has been renamed to "Company" to better support new capabilities Reports Module -Report parameters can include relative dates (last week, last month, etc.) Admin - User roles can be cloned - Check all capability added New: - Importing of Account Type and Contact Type - ALPHA: Global folders in Admin, managed by FolderPortlet and FolderGraph - ALPHA: Portlet driven module dashboards - ALPHA: Portlet driven account, contact and leads module custom tabs - Website public file attachments from a document store - Quickly complete an action plan feature - Website preview feature - Website meta-data - Website page alias feature - ConcourseSuite webapp in Offline mode - Permissions and Role permissions have offline settings - Added Sync capabilities for a ConcourseSuite Offline Client - Sync API allows various authentication modes - Sync Client: Allows regular HTTP-XML api access with sync capabilities - CRM User: Allows regular HTTP-XML api access without the overhead of sync - User based Sync Client authentication: Allows offline crm users to authenticate - Sync Clients can request Sync Packages that contains all the sync records for the user based on user's permissions - Reader/Writer combination to read sync data using sync reflection api - Added Sun Java Streaming XML Parser (SJSXP) Changed: - Website module is now enabled during install and upgrade Fixes: - Removed a "." from the LDAP utils to work with active directory, may cause an issue with LDAP and needs to be verified - Refactored queries to reduce cursors ---------------------------------------------------------------------------- ConcourseSuite 4.1.1 alpha Copyright (C) 2007 Concursive Corporation Change Log March 12, 2007 ---------------------------------------------------------------------------- Latest information can be found in the ConcourseSuite 4.1 Community: http://www.concursive.com/ProjectManagement.do?command=ProjectCenter&pid=109 Fixes: - Printable ticket updated to work with MySQL - Ticket action plans were failing - Account action plans had an incorrect visible permission, so this tab would be displayed if user had ticket permissions, but the action would report a permission error - Duplicate check of imported contacts failed if contact had spacing before/ end of name - Javascript sending unescaped text in some popup widgets - Container menus configured for concurrent multiple languages - Locales other than en_US reported error because icelet_*.xml was not found - Locales without AMPM worked incorrectly in communications scheduling ---------------------------------------------------------------------------- ConcourseSuite 4.1 Copyright (C) 2007 Concursive Corporation Change Log February 7, 2007 ---------------------------------------------------------------------------- Latest information can be found in the ConcourseSuite 4.1 Community: http://www.concursive.com/ProjectManagement.do?command=ProjectCenter&pid=109 New features: - Added Documents to Contacts module - Added Documents to Account Contacts module - Added file attachments to Communications messages - Added creating reports as HTML, CSV, Excel, in addition to PDF - Option to automatically email the report once it has been generated - Accounts can now be imported without a contact - Additional Account search form fields - Added new fields to lead/contact/account: revenue, lat/longitude, business name 2, year started, SIC, DUNS Type, DUNS Number - Accounts can now have activities (without specifying a contact) - Activities have been split into "Log an Activity" for previously completed activities, and "Schedule an Activitiy" for recording upcoming activities - IBM DB2 database support - IBM WAS-CE Websphere Application Server Community Edition support - Portal Role editor allows for admins to define roles and permissions for portal users - Added Projects to portal role - Added Document Stores to portal role - Added Account Documents to portal role - MySQL 5 database support - Apache Derby database support - InterBase database support - Added a lead conversion report and data elements for a converted lead - When lead assigned - When lead archived - Product Importer (.csv w/images.zip) - Added Japanese translation (ja_JP) Enhancements: - Usability and stability improvements as assigned (details online) - Upgraded TinyMCE HTML Editor to 2.0.6.1 - Email user a password when a user is added, previously only when modified - Campaign delivery allows for specifying a date AND time - Added "Resolved By" field to Help Desk ticket export listing Developer changes: - JUnit added with tests (minimal) - "ant deploy" now supports WEBSERVER.TYPE geronimo and jboss - "ant ws" installs the appropriate Web Services to Axis - Web Service additions - Arbitrary BeanShell scripts can be executed during workflow processing using RunScript component Unreleased features, target version to be determined: - Web Content Management module and Portal using Apache Pluto JSR-168 Embedded Portlet Container (must execute ant install.icelets before using) - Added the following portlets: - HTML Content portlet - Contact Us Form portlet - Image Gallery portlet - Product Catalog portlet - Email a friend with tiny URL - Product search - Receive a quote - Cart Portlet - Email cart - Cart checkout - Added a "hit" tracker for web pages, products, and emails ---------------------------------------------------------------------------- ConcourseSuite 4.0.1 Copyright (C) 2006 Concursive Corporation Change Log June 1, 2006 ---------------------------------------------------------------------------- This is a maintenance release to address issues reported since 4.0. This release includes the following additions: - Australian states/territories have been added - Brazilian states/territories have been added This release includes the following fixes: - When using a default country that does not have corresponding "States" the address state drop-down would default to a drop-down list with the option being "-- None --"; this now defaults to a text field as intended - Currency locale entries with spaces between numbers did not work correctly - An error was reported when trying to access an email that was not sent or received by the current user - Fixed a javascript exception some browsers reported when working with opportunities - Fixed the Leads dashboard from displaying a "graph not found error" when the maintenance task did not invalidate the graph properly overnight - Updating from source did not change the ConcourseSuite version listed on the login page due to a cache problem - The following locales were missing features: de_DE, es_VE, fr_FR, it_IT, nl_NL, pt_BR, ro_RO, ru_RU, sl_SL - Leads could not be assigned to Account Contacts when the Account was associated with a SiteId - Added a script to update existing Template files to contain email notification for Action Plans, required for source install - User groups could not be created using Firebird, DaffodilDB, or Oracle DB - Defects could not be inserted using Firebird, DaffodilDB, or Oracle DB - Added UTF-8 to styleContainer and styleNoSession - Opera web browser better handled, but still not supported ---------------------------------------------------------------------------- ConcourseSuite 4.0 Copyright (C) 2006 Concursive Corporation Change Log April 18, 2006 ---------------------------------------------------------------------------- This release includes over 70 new features! General Improvements/Overview - 100% compatibility with Internet Explorer 5.0, 5.5, and 6.0 - 100% compatibility with Mozilla and Mozilla Firefox - 100% compatibility with Mac OS Safari - "Add an Account" added to the global "Quick Actions" menu - "Add an Activity" added to the global "Quick Actions" menu - "Add a Contact" added to the global "Quick Actions" menu - A Microsoft Outlook add-in is now available for users to interact with ConcourseSuite from within Outlook - Available in 10 languages - PostgreSQL 8.1 database is now supported - Firebird SQL database is now supported, thanks to John Moore for developing and testing - Oracle 10g database is now supported - One$DB 4.1 database is now supported - LDAP integration added to authenticate users against an LDAP server - Integration with Asterisk added allowing ConcourseSuite to monitor Asterisk events; Asterisk is a complete PBX in software - Integration with XMPP servers which allows ConcourseSuite to track user presence; we suggest the Wildfire XMPP server http://www.jivesoftware.org/wildfire - Inbound screen pops when user receives a call through Asterisk, the caller Id is found in Contacts or Accounts module, and the user is logged into an XMPP instant messenger - Outbound dialing when user has an Asterisk extenstion and clicks "Dial" icon in ConcourseSuite My Home Page Module - New capability called "Action Plans" allows for working on workflows that have been designed by an administrator. Workflows are sophisticated checklists that define a series of ordered or random steps to be completed against a Lead, Account, or Help Desk ticket. Each step can require the user to perform an action, with notifications generated to each user that can complete the step. - Required actions for an Action Plan step include the capabilities to: review the account, create or attach contacts, add a contact to an existing campaign, create a relationship between accounts, update an account folder - An Action Plan Dashboard allows for users to see their assigned action plans, and for managers to see action plans for users in their hierarchy Leads Module - Action Plans can be created at the same time that a lead is assigned to be worked on - Leads can be exported to a .csv file - Additional criteria added for searching leads - Additional contact information moves from Leads to Accounts module when Lead has been selected to be worked on Contacts Module - Added several new contact fields: - Contact "Salutation" field added - Contact "No Email" field added - Contact "No Phone" field added - Contact "No Fax" field added - Contact "No Mail" field added - Contact "No Text Message" field added - Contact "No Instant Message" field added - Contact Address Line 4 field added Pipeline Module - Opportunities now have an access type designation of Public or Controlled- Hierarchy; Public opportunities can be seen by any Pipeline user, Controlled- Hiearchy can only be seen by user or user's managers - Quotes can now be generated directly from an Opportunity - Opportunity component history tab details the changes to an opportunity over time Accounts Module - Action Plans specific to an Account can be viewed, added, and worked on from the Account "Action Plans" tab - New capability "Accounts > Contacts > Folders" - New capability "Accounts > Contacts > Opportunities > Details" - New capability "Accounts > Contacts > Opportunities > Quotes" - New capability "Accounts > Contacts > Opportunities > Folders" - When searching accounts, contacts can now be returned in the results instead of just the accounts - When searching accounts, contact search criteria has been added - When adding an account, the email, phone and postal address data will be copied if the user chooses to immediately add a contact record after the account is saved - Added several new account fields: - Account "Site" field added for tracking which site the account should appear (editable in Admin) - Account "Size" field added (editable in Admin) - Account "Segment" field added (editable in Admin) - Account "Subsegment" field added (editable in Admin) - Account "Direct Bill" field added - Account Address Line 4 field added - When importing accounts, contacts without a company name can now be imported - Assets now have an unlimited number of parent/child relationships; enabling assets to now have a "Bill of Materials" - Added several new asset fields: - Asset "Manufacturer" drop-down field (editable in Admin) - Asset "Vendor" drop-down field (editable in Admin) Quotes Module - When adding products from the product catalog popup, some fields are now modifiable before the product is added to the quote Communications Module - Additional contacts can be added to an already running active campaign, enabling on-going campaigns - Campaigns can be continued if the campaign was interrupted by technical failure or user intervention - Running campaigns now have an "Access" tab which allows for the Campaign owner to provide access to the campaign results to others - If a contact has the "do not email" field checked, that contact will not be included as a recipient for email campaigns Help Desk Module - Implemented a Help Desk Defect Tracking to associate similar tickets to a defect - Implemented a Help Desk Knowledge Base to search and categorize text and file attachments; can be reviewed by Help Desk users - The Knowledge Base can now be viewed directly from the ticket details, add, and modify pages, based on the ticket categories selected; This feature allows the user to review the Knowledge Base from ticket entry screens before saving the ticket - Added several new ticket fields: - "Ticket State" field has been added to tickets to track ticket status (editable in Admin) - Help Desk "Ticket Escalation Level" field has been added (editable in Admin) - Based on Ticket categorization, an Action Plan can optionally be activated during ticket creation - Tickets now have an "Action Plans" tab for managing any number of Action Plans against a ticket - Added an "Assignment Group" which allows for a group of users to work on a ticket and be notified of ticket changes Documents Module - The Documents module now keeps track of "SiteId" of user added to the document store; This allows for document stores to be made up of users from multiple sites, but only a user without a site (site administrator) can add users from various sites - Document indexing is now queued and performed in the background Admin Module - Action Plans can be created for Accounts and Help Desk tickets in "Configure Modules" - Granting access to external 3rd party XML-HTTP clients can now be managed from the "Configure System" Admin page - Outlook connectivity with ConcourseSuite can be enabled/disabled per user in "Configure Users" - Users can now be associated with a site or territory; a user associated with a site cannot see data from other sites; a user without a site can see data in any site - Users can now be grouped by a name, allowing for teams to be assigned in modules - In the user list page, several batch operations have been added to perform an action on multiple users at the same time Network Appliance Information Module - This is a new specialized module that is used for managing Network Appliance accounts; this module is disabled in [permission_category] by default and must be enabled by a database administrator - Capability to import NetApp contact/contract files - Generate contract renewal reports Developer Improvements - Web Services API has been implemented using Apache Axis (separate download) - The SystemStatus object now contains the URL field for easy access by Jobs - The SessionManager now records a user's lastAccessed time - Capability to disable multiple quotes per opportunity in system.xml - Capability to disable multiple quote versions per quote in system.xml - Capability to change opportunity terms in build.properties - Unused fields can be hidden in system.xml, this feature has always existed but now includes opportunity fields - Added a batch handler that allows batch operations to be performed on a list of items Fixes - Bug fixes as reported - Fixed campaign timeout when sending lots of messages - Custom validator object has been added for installs that require custom object validations - Logout under Tomcat 5.5 did not reset the user, causing a prompt to appear during Login stating that the user was already logged in ---------------------------------------------------------------------------- ConcourseSuite 3.1 Copyright (C) 2005 Concursive Corporation Change Log August 4, 2005 ---------------------------------------------------------------------------- - Account History: a complete chronological record of account interaction in one integrated and efficient view - Contact History: a complete chronological record of contact interaction in one integrated and efficient view - Folders added to the Pipeline module (submitted by Louis Zezeran) - In Pipeline, when you drill down to opportunities or components, the associated account and contact are shown - Adds additional drop-downs for Pipeline, must be configured in Admin to appear - Integrated the Quartz scheduler for optimal connection pooling, instance control, and immediate execution of background application maintenance jobs - Reports now process immediately when added to queue due to Quartz scheduler - Outbound email for any contact, with messages saved with contact record - Smart Deleting: deleting of Accounts, Contacts and Users, with careful attention to related data - Business process events for over 10 classes of data: Contacts, Activities, Emails, Communications, Tasks, Quotes, Opportunities, Tickets, Service Contracts, Assets, Documents, and Relationships - By customizing workflow.xml you can alter how your ConcourseSuite behaves when objects are updated, inserted, or deleted, in real-time, by inspecting data contents, checking conditions, and performing actions - Workflow.xml now includes Scheduler configuration for executing business processes at a recurring interval - Admin capability to upload one or more custom workflow.xml files - Improvements to the Leads module include an additional "Continue to next Lead" step when updating a lead and optimized duplication checking - Updated supported languages - Updated areas to use dictionary in a few places English was still being used - Documents can now be copied into Accounts, Documents and Projects modules using WebDAV - vCards can be exported from contact lists and details pages in Accounts, Contacts, and Employees modules - vCards can be copied from WebDAV's Synchronization > Contacts folder - vCards can be imported by saving and copying vcard files into WebDAV's Synchronization > Contacts folder - Instant Messaging and Text Messaging contact fields have been added - Additional contact fields have been added to map to vCard fields - Accounts can be searched by Postal Code or Account Asset Serial # - Importing contacts into Accounts module without a company name will now store the contact as an Individual - iCalendar priority field added to tasks - The complete set of scripts required to upgrade a system from v2.8, v2.9, and v3.0 have been included - Daffodil DB/One$DB Embedded database now included which allows running ConcourseSuite without a database server - New database abstraction features: supports sequences and reserved words - New source code ant targets: "upgradedb" and "copy" - Additional and updated translations included: - Deutsch, thanks to Reinhold Muller, menta AG - Espanol, thanks to Tamer Muyale - Portuguese, thanks to Emerson Cansado, Oriens Tecnologia Fixes: - All locales now have language and country specified - Excel files with numeric and date cells now import into project plans - HTTPUtils class correctly uses UTF8 for HTTP-XML API - Some reports using addresses and phone numbers did not generate depending on data - Includes missing workflow install/replace scripts - Ticket history displayed "Department" changed instead of "Priority" or "Severity" - Project ticket Id now displays on calendar correctly - Activities started with an Opportunity stay linked with Opportunity when additional Activities are added; existing Activities are upgraded with this link ---------------------------------------------------------------------------- ConcourseSuite 3.0.1 Copyright (C) 2005 Concursive Corporation Change Log May 2, 2005 ---------------------------------------------------------------------------- This is a maintenance release to address issues generated since 3.0. - Under Admin, lookup list items can be renamed - German translation expanded - Quotes did not print with configured Currency - A count of project tickets now shows under "My Items" - Home Page calendar did not show project tickets - Quote history log improvements - Quote remarks with special characters could cause an error message - Addresses always defaulted to United States, causing a problem - Language encoding issue resolved - HTML Message Editor improvement - Fixed WebDAV calendar issue found under iCal 2.0 - Various changes as reported in the ConcourseSuite Community Site ---------------------------------------------------------------------------- ConcourseSuite 3.0 Copyright (C) 2005 Concursive Corporation Change Log April 15, 2005 ---------------------------------------------------------------------------- This release includes over 75 new features! General Improvements - ConcourseSuite has been updated with a simple look and feel to promote productivity and usability - The global toolbar can now be hidden for systems using a smaller screen resolution or for those users that prefer to use a smaller browser window -- we recognize that some businesses still use 800x600 - 100% compatibility with Internet Explorer 5.0, 5.5, and 6.0 - 100% compatibility with Mozilla and Mozilla Firefox - 100% compatibility with Mac OS Safari My Home Page - Managers can now view action lists for users in their hierarchy - Action lists can be reassigned to other users by a manager - Additional capability to reassign pending activities and document stores - Calendars can be subscribed to via iCalendar applications for offline access to calendar data, such as Apple iCal and Mozilla Sunbird -- managers can subscribe to other users in hierarchy Lead Management Module - Brand new module for managing leads, from lead transfer, to lead qualification, to lead closure - Users can manually add contacts as leads - Leads can be imported from a .csv file - Leads can be inserted from the HTTP-XML API - Users can review the latest leads - Users can work leads using round-robin lead assignment automation - Leads can be assigned, skipped, trashed, or deleted - Duplicate leads appear with a duplicate warning - Contact links are provided to Google, Yahoo, MSN, and Ask Jeeves - Lead dashboard shows lead-to-contact conversion rate - Leads are worked using all of the tools from the contact module Pipeline Module - Integrated with quote management module providing access to quotes and quote functionality Contacts Module - New fields have been added to indicate primary address, primary telephone number, and primary email address - Additional fields include: contact source, contact rating, and text messaging addresses - Capability to send contacts an email with directions for updating his or her own contact information Accounts Module - Custom fields and folders have been upgraded for quickly modifying and viewing custom fields - Integrated with quote management module providing access to quotes and quote functionality - Bi-directional account relationships have been added - Integrated with project management module to allow viewing of associated projects - Using the "move contact" wizard, contacts and contact data can be moved to other accounts - New fields have been added to indicate primary address, primary telephone number, and primary email address - Account documents can be accessed by a WebDAV client Product Catalog Module - New capability for accessing company product and services information - Products and services can be categorized - Products and services have pricing information - Each product can be further customized with various options and option pricing Quote Management Module - Brand new module for creating and managing quotes - Create quotes for contacts and accounts - Track the life of a quote by adding notes, adjusting the status and versioning - Email a well-formed PDF quote to the customer - Print quotes for faxing or review - Clone an existing quote to be used for the same account or for another account - Add products and services to the quote directly from the product catalog - Create products during the quote process for organizations that require ad-hoc products and services - Add terms and conditions from a reusable library - Add remarks from a reusable library - Personalize each quote with a company logo or brand logo - Link quotes to opportunities Project Management Module - Dashboard quickly shows the latest project data from the last 24 or 48 hours, the last 2 weeks, or even the last 30 days - Project progress indicator shows status of a project at a glance - Team members can now include account contacts - Users receive an email when invited to a project - News articles can be assigned a category - News articles can be emailed to team members or to yourself - Projects can now be linked to organizations in the Accounts module - Users can record notes on project activities, which are indexed and searchable - Project plan indicator shows status of the plan, overdue activities appear in red, other activities appear in green - Project plans can be imported from Excel documents and OmniOutliner XML documents - Additional filters have been added to the project plan for incomplete/complete and priority - All project data is indexed and searchable including uploaded document content - Project documents can be accessed by a WebDAV client Communications Module - Capability to send campaign recipients an email with directions for updating his or her own contact information - Broadcast capability to send a communication to a campaign recipient's email and text messaging address Help Desk Module - Custom fields and folders have been upgraded for quickly modifying and viewing custom fields Documents Module - Brand new module for sharing documents - Users can create multiple document stores, each with a specific purpose - Access to each document store can be provided to specific employees, account contacts, departments or roles - Permissions can be assigned for guests, contributors, and managers - Documents and versions can be uploaded to the store - Documents are immediately indexed with content indexers for Microsoft Word, Microsoft Excel, Microsoft Powerpoint, PDF, Open Office and HTML documents - Documents can be quickly searched for based on document content - Documents can be accessed by a WebDAV client Employees Module - Custom fields and folders have been upgraded for quickly modifying and viewing custom fields - Managers can review projects associated with each employee Admin Module - Administrator can modify the industry lookup list - Multiple logos can be uploaded for use in the quotes module - Company information can be modified, which appears on quotes Internationalization Support - Application accepts UTF-8 data for required languages - Added a dictionary for translating terms, phrases, lookup lists, and reports - Calendar holidays for Canada, Germany, United Kingdom, and United States - German language translation provided Report Module - All reports upgraded to new version of JasperReports for added features and to support more reporting tools - Custom reports can include images using the "path_report_images" which looks in the fileLibrary "report_images" path Developer Improvements - Compiles and executes with Java 1.5 and Tomcat 5.5 - Added CRMConnection Class to allow Java applications to easily exchange data with ConcourseSuite, including all CRM data - Object validation is now centralized for making changes and extending ConcourseSuite - All graphs now use new version of jFreechart for easy, professional graphing - All HTML "containers" are now drawn programatically Enhancements - Exporting data now only has a single header row with the column names, which provides for easier importing Fixes - CPU intensive documents no longer timeout during indexing - Project issues and issue replies are now properly indexed ---------------------------------------------------------------------------- ConcourseSuite 2.9 Change Log September 17, 2004 ---------------------------------------------------------------------------- Summary: - This release introduces several new features, including: - Project Management module - Contact activities - Account contact importing from CSV files - "Live" home page calendar that allows editing of data - Internationalization of dates, times, currencies, and reports - "Select" menu upgraded to new look - Document folders added in every module's "Documents" tab - HTML editor upgraded for Mozilla and IE 5.5+, a new HTML applet has been added for IE 5.0 and Safari - Account importer added (similar to Contact importer) - Assigned tickets with an estimated resolution date now show on calendar - More MIME-type graphics added Fixes: - The alphabet searching failed on several database configurations Developer Changes: - Refactored the formMessage tag for displaying action errors on a page ---------------------------------------------------------------------------- For additional information, support, or training, visit http://www.concursive.com for details. 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