Release
Notes
Releases
- VNCcrm 1.2.7
- VNCcrm 1.2.4
- VNCcrm 1.1.9
- VNCcrm 1.1.8
- VNCcrm 1.1.7
- VNCcrm 1.1.6
- VNCcrm 1.1.5
- VNCcrm 1.1.4
- VNCcrm 1.1.3
- VNCcrm 1.1.2
- VNCcrm 1.0
- VNCcrm 1.1.1
VNCcrm 1.2.7
May 14. 2024
New Features:
- Added the CRM-Watcher, which activates the CRM functionality of the respective project with three different roles in the CRM
Bugfixes:
- Fixed the search field and the dropdown menu on the 'New Query' page
VNCcrm 1.2.4
January 12. 2024
New Features:
- Calendar module: Drag and drop to move activities and opportunities
Bugfixes:
- Fixed the alignment of the search and the cross icons in the search bar
- Fixed the PDF export
- Fixed the display of checkmarks in all dropdowns
VNCcrm 1.1.9
December 01. 2023
New Features:
- Added PDF export to deal list pages
- Added PDF export to deal show pages
Changes:
- Customized the design of the confirmation popup and removed the route for confirmation to improve the performance
Bugfixes:
- Fixed the pagination update after performing bulk removing on deal list pages and the navigation to the Bulk Remove page
- Fixed the calendar header display above the preview popup
- Fixed the search for tags on the deal list pages and deal show pages
- Fixed the display of the history counter in real time after updating notes on the deal show page
- Fixed the display of the Lead Source, Priority, Lead Class, and Sales Person dropdowns on the deal card
- Fixed the attachment of multiple contacts at once on the deal show page
VNCcrm 1.1.8
October 23. 2023
New Features:
- New ''No content to display' notification in the Contacts and Entities tabs on the opportunity pages
- 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:
- UI and performance improvements by adding Select2 select boxes
Bugfixes:
- Removed the pagination at the end of deal list pages when there are less than 25 results
- Fixed the tooltip display in the related deals section
- Fixed the display of the preview pop-up for opportunities and activities in the calendar
- Fixed the text and icon alignment on the configurations page
- Fixed the display of the dropdown icons on the settings page
- Added missing German translations on the deal show page
- Color and design improvements
VNCcrm 1.1.7
October 09. 2023
New Features:
- New slider in the settings module to enable/disable popups on deal list pages
Changes:
- Changed the 'Currency Symbol' text field to a dropdown menu with presetted currencies
Bugfixes:
- Fixed the display of long competitor names on the deal display page and when creating/editing a deal
- Fixed the width of the pipeline chip on the pipeline page
- Fixed the username chips in the filter module
VNCcrm 1.1.6
October 05. 2023
New Features:
- Multiple currencies for opportunities, display of currency in all views in opportunities with real time currency conversion
- 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.
- Multiple currencies reflect on defined base currency for the organisation.
- 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.
- Option to create new tags on runtime while creating/editing a lead or opportunity, on the opportunities/leads show and list pages.
- Next and Previous lead/opportunity buttons on lead and opportunity pages
- Added "project" to the column selection, as well as in filters and sort + group on deals listing pages
Changes:
- Moved the Calendar option between Activities and Statistics in the header menu
Bugfixes:
- Removed Lost or Won Opportunities and Closed Activities from the Calendar.
- Added the missing dash (-) icon to the Industry column on the deals and opportunities list pages
- Fixed the Currency dropdown menu while creating and editing an opportunity
- Fixed the kebab menu and deals without description in the related deals section
- Fixed the different width of columns on opportunities and leads listing pages and the columns breaking in case of lengthy names
- Fixed the visibility of bullet points in the Notes on deal show pages
- Fixed the display of cloned deals on the pipeline page
- Fixed the visibility of dummy avatars on deal card if no sales person is selected
- Fixed the updating of deals when the current user has "Issues I contributed to" enabled
- Fixed visibility of remaining leads and opportunities when a user deletes all 25 opportunities and leads on the page
- Fixed the display of the header text on leads and opportunity list pages
- Fixed the flickering of the "Assignee" kebab menu when a user selects any assignee of an activity
- Fixed the kebab menu on the Activities page
- 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
- Fixed the page not found error when a user tried to delete a role
- Fixed the "Potential Revenue" and "No. of users" visibility on the deal show page
- Fixed the tooltip when a user selects deals on the opportunities and leads list pages
- Fixed the company dropdown menu of the deal cards on the pipeline page
- Fixed the display of the "Show all / Show less" buttons of the Bulk edit and Bulk Remove modules on the opportunities/leads listing pages
- Fixed the position of the Delete option in the kebab menu
- Fixed the disappearing scroll bar on leads/opportunities list, company and campaign pages
- Fixed the description section on deal pages to use the entire space for text
- Fixed the kebab menu in the Contacts, Notes and Entities tabs on the lead and opportunity detail page.
- Fixed the broken fields on the deal page when the sidebar is open
VNCcrm 1.1.5
September 04. 2023
New Features:
- Expected closing dates for opportunities on the calendar
- New calendar tab to display activities
Changes:
- All open activities with a due date are displayed in the Calendar
Bugfixes:
- Fixed the cropping default profile avatars on the contact list of the leads and opportunities detail page
- Added the missing dropdown icon of the priority field on the lead and opportunity page
- Fixed the kebab menu display
- [Mobile] Fixed the overlapping buttons on the deal page and rearranged fields
VNCcrm 1.1.4
August 25. 2023
New Features:
- New display of activities on lead and opportunity cards on the pipeline page
- 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
- Added turbo loading to card actions to decrease load time
- New list of existing opportunities in dropdown form of the search box in the Activities page
- New remote filter component with updated select filters to fetch data asynchronously
- New UI for Author and Sales Person filters
- Enabled inline editing for activities
Bugfixes:
- Fixed the "Content missing" display and a missing +icon button in the Notes tab of Leads and Opportunity detail pages+
- Fixed the tooltips on pipeline pages
- 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
- Fixed the borderlines merging on pipeline page and the issue missing icons on the kebab menu on the Activities page
- Fixed the tooltips on the pipeline page
- Fixed the % Done bar on the Activities page
- Fixed the deal card on the pipeline page in case of lengthy deal names
- Removed the dropdown icons for the 'Lead Source' and 'Company' dropdown fields on the Pipeline page
- Fixed the broken search bar when users selected a different deal from the opportunity or lead detail page
- Fixed the search on the Leads and Opportunities listing pages
VNCcrm 1.1.3
August 18. 2023
New Features:
- Runtime values for “Competitors, Companies, Partners or campaigns”
- CSV export for leads and opportunities on the lead and opportunity list pages
- New option to add relations between sales Opportunities/Leads on the Opportunities/Leads detail pages and add comments to relating Opportunities/Leads.
- Extended contact fields with Company Names in the contacts of Leads/Opportunities detail pages
Bugfixes:
- Fixed the date filter width on the Leads and Opportunities list pages
- Fixed the display of the date fields in the date filter on the Leads/Opps list pages
- Improved the margin and padding
VNCcrm 1.1.2
August 02. 2023
New Features:
- Longer, scrollable "New Contact" form
- Added "Expected Closing Date" and "Project" options for the Opportunity detail page, updated sorting order in edit and view mode
- Industry dropdown field for leads and opportunities, inline editing of and filtering by industry
- Added contact data synchronisation after attaching it to a deal, added new tab "Account Details" to the full contact info panel
- Option to save filters on the Leads and Opportunities list pages
- Extended Contact information popup for leads and opportunities.
- Added Contact info and HR tabs to contacts on the Leads/Opportunities detail page
- Added grouping and sums to the Opportunities and Leads list pages
- New fields for contacts: IM accounts Events and Custom
Bugfixes:
- Fixed the cropped Action wheel
- Fixed the width of the description and the notes editor when users edit/create a new lead/opportunity
- Fixed the lead preview in the lead table
- Fixed typos
- Fixed the inline tab display on the User Profile page
VNCcrm 1.0
July 25. 2023
New Features:
- Complete CRM functionalities with Kanban Boards for leads/opportunities with compact or summary view
- Lead/opportunity description fields with history and campaign UI
- Module to manage products related to leads or opportunities
- Companies and contacts related to leads / opportunities
- Rich text editor for description fields
- Option to attach external entities to leads / opportunites
- 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
- Option to delete Cards (leads / opportunities) from the Dashboard
- Access right management with roles and permissions
- Option to clone leads/opportunities
- Icons for mandatory input fields
- Trackers, roles and state transitions
- Bulk actions for activities
- Buttons to expand/collapse the VNCcrm Dashboard
- App switcher
- Snackbar notifications
- Inline editing
Changes:
- Restricted the display of card titles to 3 lines
VNCcrm 1.1.1
July 12. 2023
New Features:
- Action wheel for easy access to any contact
- Option to expand/collapse VNCcrm cards
- New "Potential Revenue" and "Probability" fields on the Opportunities detail page with inline editing feature
- New columns "Probability" - "Potential Revenue" - "Expected Revenue" in all opportunity list views
- Send email notifications to the Author and Sales Person for deal creation/updates and other actions on the deal
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