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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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In addition to the features announced in the blog post, this release also improves the Leads details page by showing custom inline folder fields and improves the searching criteria on the Leads search page.

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Matt Rajkowski

8 years ago

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