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Release
Notes

VNCcrm 1.2.7

May 14. 2024

New Features:

  1. Added the CRM-Watcher, which activates the CRM functionality of the respective project with three different roles in the CRM  

Bugfixes:

  1. Fixed the search field and the dropdown menu on the 'New Query' page

VNCcrm 1.2.4

January 12. 2024

New Features:

  1. Calendar module: Drag and drop to move activities and opportunities

Bugfixes:

  1. Fixed the alignment of the search and the cross icons in the search bar
  2. Fixed the PDF export
  3. Fixed the display of checkmarks in all dropdowns

VNCcrm 1.1.9

December 01. 2023

New Features:

  1. Added PDF export to deal list pages
  2. Added PDF export to deal show pages  

Changes:

  1. Customized the design of the confirmation popup and removed the route for confirmation to improve the performance  

Bugfixes:

  1. Fixed the pagination update after performing bulk removing on deal list pages and the navigation to the Bulk Remove page
  2. Fixed the calendar header display above the preview popup
  3. Fixed the search for tags on the deal list pages and deal show pages
  4. Fixed the display of the history counter in real time after updating notes on the deal show page
  5. Fixed the display of the Lead Source, Priority, Lead Class, and Sales Person dropdowns on the deal card
  6. Fixed the attachment of multiple contacts at once on the deal show page

VNCcrm 1.1.8

October 23. 2023

New Features:

  1. New ''No content to display' notification in the Contacts and Entities tabs on the opportunity pages  
  2. Unique IDs and classes in the new lead/opportunity module, columns of the deal table, on the list pages and lists in the history section

Changes:

  1. UI and performance improvements by adding Select2 select boxes

Bugfixes:

  1. Removed the pagination at the end of deal list pages when there are less than 25 results
  2. Fixed the tooltip display in the related deals section
  3. Fixed the display of the preview pop-up for opportunities and activities in the calendar
  4. Fixed the text and icon alignment on the configurations page  
  5. Fixed the display of the dropdown icons on the settings page
  6. Added missing German translations on the deal show page  
  7. Color and design improvements

VNCcrm 1.1.7

October 09. 2023

New Features:

  1. New slider in the settings module to enable/disable popups on deal list pages

Changes:

  1. Changed the 'Currency Symbol' text field to a dropdown menu with presetted currencies

Bugfixes:

  1. Fixed the display of long competitor names on the deal display page and when creating/editing a deal  
  2. Fixed the width of the pipeline chip on the pipeline page
  3. Fixed the username chips in the filter module

VNCcrm 1.1.6

October 05. 2023

New Features:

  1. Multiple currencies for opportunities, display of currency in all views in opportunities with real time currency conversion  
  2. Inline editing of currency fields. Calculation of totals in the column headers for potential revenue as well as expected revenue. Currency in filter, group, sort options.  
  3. Multiple currencies reflect on defined base currency for the organisation.   
  4. Display of the converted rate to the organisation's base currency in tooltips when a user hovers over the potential revenue or expected revenue in a list of opportunities. Example: Organisation base currency is USD, an opportunity has the potential revenue of x EUR. So, the tooltip shows the value in USD, working with real-time currency conversion.      
  5. Option to create new tags on runtime while creating/editing a lead or opportunity, on the opportunities/leads show and list pages.  
  6. Next and Previous lead/opportunity buttons on lead and opportunity pages
  7. Added "project" to the column selection, as well as in filters and sort + group on deals listing pages  

Changes:

  1. Moved the Calendar option between Activities and Statistics in the header menu

Bugfixes:

  1. Removed Lost or Won Opportunities and Closed Activities from the Calendar.  
  2. Added the missing dash (-) icon to the Industry column on the deals and opportunities list pages
  3. Fixed the Currency dropdown menu while creating and editing an opportunity
  4. Fixed the kebab menu and deals without description in the related deals section
  5. Fixed the different width of columns on opportunities and leads listing pages and the columns breaking in case of lengthy names
  6. Fixed the visibility of bullet points in the Notes on deal show pages
  7. Fixed the display of cloned deals on the pipeline page
  8. Fixed the visibility of dummy avatars on deal card if no sales person is selected
  9. Fixed the updating of deals  when the current user has "Issues I contributed to" enabled
  10. Fixed visibility of remaining leads and opportunities when a user deletes all 25 opportunities and leads on the page
  11. Fixed the display of the header text on leads and opportunity list pages
  12. Fixed the flickering of the "Assignee" kebab menu when a user selects any assignee of an activity
  13. Fixed the kebab menu on the Activities page
  14. Fixed the updating of the deal card to the new status column after editing the status of a deal in the overlay of the pipeline page    
  15. Fixed the page not found error when a user tried to delete a role
  16. Fixed the "Potential Revenue" and "No. of users" visibility on the deal show page
  17. Fixed the tooltip when a user selects deals on the opportunities and leads list pages
  18. Fixed the company dropdown menu of the deal cards on the pipeline page
  19. Fixed the display of the "Show all / Show less" buttons of the Bulk edit and Bulk Remove modules on the opportunities/leads listing pages  
  20. Fixed the position of the Delete option in the kebab menu
  21. Fixed the disappearing scroll bar on leads/opportunities list, company and campaign pages
  22. Fixed the description section on deal pages to use the entire space for text  
  23. Fixed the kebab menu in the Contacts, Notes and Entities tabs on the lead and opportunity detail page.  
  24. Fixed the broken fields on the deal page when the sidebar is open  

VNCcrm 1.1.5

September 04. 2023

New Features:

  1. Expected closing dates for opportunities on the calendar
  2. New calendar tab to display activities

Changes:

  1. All open activities with a due date are displayed in the Calendar  

Bugfixes:

  1. Fixed the cropping default profile avatars on the contact list of the leads and opportunities detail page
  2. Added the missing dropdown icon of the priority field on the lead and opportunity page    
  3. Fixed the kebab menu display
  4. [Mobile] Fixed the overlapping buttons on the deal page and rearranged fields

VNCcrm 1.1.4

August 25. 2023

New Features:

  1. New display of activities on lead and opportunity cards on the pipeline page    
  2. Performance enhancement: switched to Remote-select-2 filters for campaigns on the leads and opportunities list pages, deal details and cards, leads and opportunities list pages while inline editing to speed up the loading process    
  3. Added turbo loading to card actions to decrease load time  
  4. New list of existing opportunities in dropdown form of the search box in the Activities page  
  5. New remote filter component with updated select filters to fetch data asynchronously    
  6. New UI for Author and Sales Person filters    
  7. Enabled inline editing for activities

Bugfixes:

  1. Fixed the "Content missing" display and a missing +icon button in the Notes tab of Leads and Opportunity detail pages+
  2. Fixed the tooltips on pipeline pages
  3. Fixed the History numbering display on Lead and Opportunity detail pages and removed the blue background strip behind history time interval on Lead and Opportunity detail pages  
  4. Fixed the borderlines merging on pipeline page and the issue missing icons on the kebab menu on the Activities page
  5. Fixed the tooltips on the pipeline page
  6. Fixed the % Done bar on the Activities page
  7. Fixed the deal card on the pipeline page in case of lengthy deal names
  8. Removed the dropdown icons for the 'Lead Source' and 'Company' dropdown fields on the Pipeline page  
  9. Fixed the broken search bar when users selected a different deal from the opportunity or lead detail page
  10. Fixed the search on the Leads and Opportunities listing pages

VNCcrm 1.1.3

August 18. 2023

New Features:

  1. Runtime values for “Competitors, Companies, Partners or campaigns”  
  2. CSV export for leads and opportunities on the lead and opportunity list pages  
  3. New option to add relations between sales Opportunities/Leads on the Opportunities/Leads detail pages and add comments to relating Opportunities/Leads.  
  4. Extended contact fields with Company Names in the contacts of Leads/Opportunities detail pages    

Bugfixes:

  1. Fixed the date filter width on the Leads and Opportunities list pages
  2. Fixed the display of the date fields in the date filter on the Leads/Opps list pages  
  3. Improved the margin and padding    

VNCcrm 1.1.2

August 02. 2023

New Features:

  1. Longer, scrollable "New Contact" form    
  2. Added "Expected Closing Date" and "Project" options for the Opportunity detail page, updated sorting order in edit and view mode  
  3. Industry dropdown field for leads and opportunities, inline editing of and filtering by industry
  4. Added contact data synchronisation after attaching it to a deal, added new tab "Account Details" to the full contact info panel  
  5. Option to save filters on the Leads and Opportunities list pages  
  6. Extended Contact information popup for leads and opportunities.  
  7. Added Contact info and HR tabs to contacts on the Leads/Opportunities detail page    
  8. Added grouping and sums to the Opportunities and Leads list pages  
  9. New fields for contacts: IM accounts Events and Custom    

Bugfixes:

  1. Fixed the cropped Action wheel
  2. Fixed the width of the description and the notes editor when users edit/create a new lead/opportunity
  3. Fixed the lead preview in the lead table
  4. Fixed typos
  5. Fixed the inline tab display on the User Profile page

VNCcrm 1.0

July 25. 2023

New Features:

  1. Complete CRM functionalities with Kanban Boards for leads/opportunities with compact or summary view
  2. Lead/opportunity description fields with history and campaign UI    
  3. Module to manage products related to leads or opportunities  
  4. Companies and contacts related to leads / opportunities
  5. Rich text editor for description fields
  6. Option to attach external entities to leads / opportunites  
  7. Action buttons at the lower right corner to create a new lead, a new opportunity, new activity, new company, new campaign, new contact and more  
  8. Option to delete Cards (leads / opportunities) from the Dashboard  
  9. Access right management with roles and permissions  
  10. Option to clone leads/opportunities  
  11. Icons for mandatory input fields  
  12. Trackers, roles and state transitions  
  13. Bulk actions for activities  
  14. Buttons to expand/collapse the VNCcrm Dashboard  
  15. App switcher
  16. Snackbar notifications  
  17. Inline editing  

Changes:

  1. Restricted the display of card titles to 3 lines

VNCcrm 1.1.1

July 12. 2023

New Features:

  1. Action wheel for easy access to any contact  
  2. Option to expand/collapse VNCcrm cards
  3. New "Potential Revenue" and "Probability" fields on the Opportunities detail page with inline editing feature    
  4. New columns "Probability" - "Potential Revenue" - "Expected Revenue" in all opportunity list views      
  5. Send email notifications to the Author and Sales Person for deal creation/updates and other actions on the deal  
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