JoomCRM ChangeLog v5.3.0

v5.3.0 (14/03/2024)

Improved

Some UI/UX improvements on many views

Fixed

extract archive method shouldn't be called statically [Import]
position popover form was not working [Person details]

v5.2.9 (08/03/2024)

Improved

auto detection of CSV delimiter [Import Feature]
ParseCSV lib moved to composer.json
auto find user login redirect menu item

Fixed

temporary solution for expected close date on deals saving
some php warnings on person custom field save
some php warnings in mant views and models
some missed language constants translation

v5.2.1 (01/01/2024)

New Features

ability to search persons by city using tag city:

Fixed

some issues in import feature

v5.2.0 (09/12/2023)

New Features

Sync and map person fields with Joomla user custom fields

Improved

SwiftDigital Integration Endpoint API url updated [Mailing Integration]

Fixed

user status color not displayed [Users status list]
many issues related to the new users and teams management views
quotes should not be added on activities values
wrong user login history info in modal
make sure to delete old views that avoid conflict with new views
language file issues [Joomla 4.4.1 & 5.0.1]
some php warnings in import controller

v5.0 (08/11/2023)

New Features

New plugin that let you sync joomla user details with person details
Joomla 5 support without need of compatiblity plugin to be enabled
Ability to check login history and activities of user [Backend]

Improved

7 key names duplicates removed [Language files]
Many views now use Joomla MVC structure

v4.7.0 (04/09/2023)

New Features

ability to change currency position and decimal/thousands separators [Config]

Improved

tag removed from language file names
Some resources links updated

v4.6.10 (01/08/2023)

Fixed

getting started, some steps doesn't disable
fullscreen switcher was not working correctly
datatable filter doesn't reset

v4.6.5 (26/06/2023)

Improved

PHP 8.2+ compatibility
all modals UI/UX improved

Fixed

none person status option was not displaying
some issues when saving user [User Active Record]

v4.6.0 (26/05/2023)

New Features

Predefined filter values [People list] [Companies list]

Improved

People and companies config tabs now use Fieldsets for better organization [Config]
Some UI/UX improvements on items list

v4.5.8 (24/04/2023)

New Features

new option to validate or not certificate [inbox] [Config]
new option to force bootstrap loading, very usefull for templates that doesn't load Bootstrap of Joomla! [Display] [Config]

Improved

Chosen disabled for select in filters and we use BS select instead
rootFull now added to all ajax urls to avoid any issues with different templates and SEO components
Find item id of views now use new helper
ability to display ajax error if save fails in some forms

Fixed

issue in tasks/events timezone
task due hour always empty
postpon event/task sometimes fail
fix an issue when sorting columns fails in some servers
Some php warnings when deleting/marking event
Some issues displaying events in dashboard widget
asset file not loaded [Force template feature]
filtering persons/companies/deals/documents fails in some cases
due_date issue when empty [Events] [SQL]
edit event inside deals doesn't change name and update name in list [JS]
missed root url in document dropdown
some php warnings on profile save
Uploading document sometimes fails [Documents]
Some php warnings [PHP 8.1]
import feature sometimes break from backend

v4.4.5 (17/01/2023)

Fixed

Some issues on mailing list tab
Some jQuery issues when closing iziModal

v4.4.0 (19/12/2022)

New Features

autocomplete UI/UX improved
ability to display imap error on test
make sure to always load jQuery [Config]
make sure to alwyas load fontawesome [Frontend]

Fixed

some php warnings on php 8.1
new person/deal open last inserted item
any category should use 0 instead of any word [Database]

v4.3.2 (14/12/2022)

Fixed

commission rate value not saved correctly
all database structure issues
recaptcha was not working [Form Lead]
autocomplete issue in search

v4.3.0 (23/11/2022)

New Features

ability to allow only executive users to manage mailing lists
ability to allow users to add shared documents

Improved

dropdown of document now use Layout for better reuse [Documents list view]
all tables container now use table-responsive class
deal widget UI/UX improved
datepicker start date now support old dates
don't display save message if we use custom return page [Form]
ability to change security method [Email inbox]
don't allow export/download if basic user not allowed [Documents]
don't allow delete if basic user not allowed [Documents]
support child template [Force Template Feature]

Fixed

dropdown hidden inside table
datepicker custom field was not working
form return URL issue
custom fields ordering [Backend]
if document upload fails doesn't redirect to correct view
some database issues
datepicker not binded on modal edit [Person Edit]

v4.1.3 (13/09/2022)

Fixed

preview, download and delete documents was not working [J4
Dropdown UI/UX improved [Dashboard] [Events Widget]
don't display inbox widget if imap settings not set [Dashboard]

v4.1.2 (05/09/2022)

Fixed

Fatal error on deleting person [Ajax] [Activity]
missed Whatsapp language constant on input [Form]
php warning on custom field picklist [Frontend]
duplicate language constants [Frontend]
redirect url was not working [Wizard Form]

v4.1.0 (31/08/2022)

New Feature

Ability to save company custom fields from lead form
Auto add email and phone to company listing from lead form

Improved

drop version 5 support of acymailing
new code structuration of mailinglist integration
auto subscribe user on add to list
mobile detect lib removed cuz no more used.

Fixed

Checkbox status always checked [Custom Fields Edit] [Backend]
Import feature was not working correctly

v4.0 (06/08/2022)

New Feature

Joomla 4 support
Bootstrap 5 support
Joomla download key integration support

Improved

3.x folder in tmpl views removed
removed all non used old assets (bs4, jquery ...)
Many JS libraries updated

v1.4.0 (09/05/2022)

New Feature

Ability to display auto-generated or custom form [Form]
now wizard form use JLayout for better reuse [Form]
BS4 support on form [Form]

Fixed

recaptcha was not working [Form]
missed languages constants [Edit form]
some js errors [Edit form]
fatal error in picklist customfield [PHP 8 compatibility]
fatal error if more than option selected [PickList field]

v1.3.3 (28/04/2022)

New Feature

Ability to add custom CSS code in frontend

v1.3.2 (05/04/2022)

New Feature

Ability to change datatable page length

v1.3.1 (24/03/2022)

Fixed

some tables doesn't use UTF8 [SQL]
deals pagination not working correctly [Person View]

v1.3.0 (26/02/2022)

New Features

new custom field type textarea in deals, persons and companies [Custom fields]

Fixed

hide recently graph if no data found [Dashboard]

v1.2.6 (25/11/2021)

Improved

Compatibility with PHP 8
remove non used code [Install script]
build outside of phpstorm project for better speed

Fixed

Pagination was not working correctly for datatables
php warnings [Getting started widget]
php warnings on installation
Fatal error on installation on PHP 8
Remove parent event if in excludes dates
UTF8 issue with newsletter subject [AcyMailing Integration]

v1.2.4 (12/10/2021)

Improved

Compatibility with last Acymailing v7.6+

Fixed

removed some non used files

v1.2.3 (24/08/2021)

New Feature

Ability to set default note category when converting email from inbox to note

Improved

Edit not now use iziModal instead of old modal [Edit Note]
Convert to note UI/UX improved
Auto refresh inbox on every page load [Dashboard]

Fixed

page should not refresh when we click on convert button [Email Message]
modal not completely removed when convert to note process finished [Email Message]
user not created automatically when convert to note initiated [Email Message]
Some non used files removed

v1.2.2 (08/07/2021)

Improved

Prevent doublic click on save button [Tastk/Event Modal]
Support multi selection for picklist field on Importing

Fixed

Some missed Language constants on dropdown filter

v1.2.0 (27/05/2021)

Improved

Prevent double click on save button [All modals]
'Associate with person' text changed to 'Add person' [Language]
Menu collapse should be displayed after buttons group [Main navigation layout]

Fixed

Fatal error when adding deal if event type chosen [Add Deal]
Contacts modal was not working [Deals list]
Contacts link now use icon instead of image [Deals list]
Adding events & tasks true company, deal or person was not working [Event Model]
Save button removed from manage lists modal [Newsletter Integration]
Cancel button renamed to close button in manage lists modal [Newsletter Integration]
Some old files that use jQuery.mobile

v1.1.13 (09/04/2021)

New Features

Allow / disallow send emails on user auto creation [Auto user creation plugin]

Improved

Version tag is changed automatically from Phing [Build]

Fixed

Updating people if duplicated was not working correctly [Import People]
Company custom fields saving stopped working after the last update [Company Model]

v1.1.10 (18/03/2021)

New Features

Ability to Show/hide widgets from config [Dashboard] [Frontend] [Config]
Ability to import note in deals, people, companies [Import]
Ability to import company categories [Import Companies]

Improved

Acymailing Version select "v6" changed to "Last version" [Config]

Fixed

Deleted some old files not used [Event View]
Some non used code was deleted [Dashboard] [Frontend]
Update companies was not working correctly [Import Companies]
Import mode detection was not working correctly [Import]
Fatal error if offset is set to 0

v1.1.9 (29/01/2021)

New Features

Email notification when new user assigned to event or task [Emails notification]

Improved

Use chosen lib on deal select [Person Edit]
Document manager.js file no more needed [Documents View]
Search for keyword when typing UX now use debounce method from underscore lib [All Filters]
Owner Select now use Select with chosen lib [Edit person]

Fixed

Checkbox of new element added doesn't display actions list [All table list views]
Broken layout if no company assigned [Deal details view]
Filter by deal name not saved correctly [Deals view]
Pagination not updated after using filter [All views that use table list]
Cells of hidden columns are not hidden when a new item added [All views that use table list]
Limit select width not correct [Pagination Layout] [CSS]
Filter by keyword name was not working [Documents View] [Filter]

v1.1.8.5 (20/12/2020)

New Features

Allow / Disallow user group to invite users to their own teams [ACL] [My Team]

Improved

Display only newsletter lists with same user group [Acymailing Integration]
Executive user role should not be able to access myteam view [My team view]
Ability to translate and change text portions position of question to support other languages than English that require different sentence structure [Edit Goal]
Company Goals now use JLayout and Widgets system for better reuse [Goal view]
Company Goals UI/UX Improved [Goals view]
Associate Fields block now use 3 columns for for better UX [Import view]
Getting file status info now use controller method instead of reading JSON file directly [Import view]
Cancel button UI improved [Import view]
Import feature now use parseCSV library [Frontend]

Fixed

Select broken if company name has single quote [Company custom field]
Select broken if person name has single quote [Person custom field]
Import fails if field has quotes [Import view]
PHP Warnings if selected field is not found [Import view]
Columns mapping doesn't display in some cases [Import view]
"Parsing ..." JText was missed [Import view] [Backend]
JS error when data.error is null [Import view]
import.analize task was added to task overrides list to prevent displaying maintoolbar in task output [Entry point] [Import controller]

v1.1.8.1 (08/12/2020)

Improved

Add key idx_import moved inside create table [SQL]
Some alter table sql code removed [SQL]

v1.1.8 (16/11/2020)

New Features

Support multiple AcyMailing versions 5 and 6

Improvements

Change minus/plus icons to folder/folder-open [Document Tree]
Display warning message if iconv php module not installed [Import View]
Make sure iziModal always at the top, this fix zindex issue in some templates [CSS]
Live method was deprecated and changed to "on" [jQuery] [JS]
Get current time method improve [Date helper]
New modern UI/UX when creating a new custom report [Reports]
Display stage and status color [Reports]
Manage lists table UI/UX improved [Mailing Lists tab]
Display only warning message if item email not set [Mailing lists]
Item headers UI/UX improved [Header layout of person, deal, company]

Fixed

Newsletters switcher was not working [Mailing lists tab]
Clicked links modal was not working [Mailing Lists tab]

v1.1.7 (21/08/2020)

New Features

Manage documents in categories
Ability to display documents grouped by categories or as data table [Deal, Company, Person View]
Ability to filter by category [Documents view]

Improvements

New dashboard UI/UX [Backend]
New dashboard use Jlayout for better reuse [Backend]
Version check removed, no more needed [Dashboard] [Backend]
Sidebar menu improved [Dashboard] [Backend]

Fixed

PHP warnings when creating a new category [Backend]
Flickr and Youtube JText missed [Company view]
Minify Widget icon doesn't change [Dashboard] [Frontend]

v1.1.6.1 (17/07/2020)

Improved

Document dropdown now has icons for better UI [Documents view]
Pagination now use JLayout for better reuse [Documents view]
Delete package file if has the same version of current one [Build]

Fixed

Currency JIP update doesn't work [Custom Fields]
Picklist JIP update doesn't work [Person View] [Custom Fields]

v1.1.6 (10/07/2020)

Improved

Commission rate now support unsigned float number [User Profile]
Delete package file if has the same version of current one [Build]

Fixed

Fatal error when installing sample data [Backend]
Custom field PickList doesn't save on check [Company view]

v1.1.5 (09/06/2020)

New Features

Ability to customize social links prefix for company and person [Config]

Improved

Tabs doesn't change when editing a company [Edit Company]
Address modal content doesn't display [Address Layout]
Executive user can't access to other users data [Company, Deal, People Model]

v1.1.4.2 (05/06/2020)

New Features

Change header theme (Light, dark, primary) [Bootstrap]

Improved

Contacts and notes icons instead of images in all list views
Ability to set owner in backend only [Import]
Latest activities widget now use JLayout for better reuse
Now use CSVParse library to parse csv files [Import]

Fixed

Contacts modal button was not working [Tasks & Events view]
Person image doesn't display [People view]
Selected element doesn't display "tasks for" button [Dashboard] [Tasks & Events Widget]
loading effect doesn't display when opening modal [All edit form modals]
Some tabs doesn't show from dashboard view [All Modals Form]
Import menu item type was not working correctly [Import]
Some PHP warning in custom fields tab [Edit form]
Import menu item type was not working correctly [Import]
Missed JText of LinkedIn select column field [Import]
Wrong text of select column field [Import]

v1.1.4 (02/06/2020)

New Features

LinkedIn Username field [Company Form]

Improved

Compatibility with PHP v7.4
Ability to set owner in backend only [Import]
All layouts now use JLayout for better reuse [Import]
Social accounts usernames columns size changed to varchar 255 instead of text [SQL] [Company]
UI/UX of social accounts [Company view]
In place edit of social accounts was not working [Company view]
Use template link and headings sizes [Bootstrap]
Address information now use JLayout for better reuse [People view] [Company view]
Tweets widget now use JLayout for better reuse [Company, Person view]
Display missed google api key missed in modal [Address Layout]
Add form and item use JLayout for better reuse [Notes feature]
Item UI/UX improved [Notes feature]

Fixed

Overflowed columns doesn't display correctly [List views]
Missed remove button class and icon [Backend]
Form float to left [Frontend] [Documents View]
Duplicate item was not working [Import]
Wrong import stats [Import]
Duplicate item checker was not working well [Import]
Import feature now the same as in frontend [Import] [Backend]
Select preset should display only presets of current type [Import]
JS warning if google maps api key not set [Company view] [People view]
Remove class active added by bs2 from tab li item [Company, Deal and Person view]
Spacing missed between inputs in address tab [Company form]
Previous popover doesn't hide [JS]
Home and work addresses now use JLayout for better reuse [Person view]
Delete button was not working [Notes features]

v1.1.3.10 (21/05/2020)

Improved

Adding note UI improved

Fixed

Raw format not detected when SEF enabled [Notes view]
Add button should be hidden by default [Notes view]
Export button was not working [Deals, Companies, People views]
List pagination layout doesn't load [Pagination helper]

v1.1.3.8 (15/05/2020)

Improved

Ability to enable/disable tooltip, dropdown or popover fixers [Config]
Improved UI of New dropdown button [Top Bar]
"Click to edit" text changed to "Edit" [Deals View]
"No company specified" text changed to "Not specified" and text muted [People View]

Fixed

Pagination broken in UIkit based templates [Pagination Layout]
Actual close date not centered [Deal details layout]
Hide "Associated With" text if no company associated [Deal header layout]
Custom field inline edit popup doesn't display [All Views]
Duplicate current user option in "owned by" filter [Companies, Documents, Deals, People views]
Companies filter by category was not working [Companies view]
Me option filter should be always displayed for all users [Companies view]
Wrong table names of import feature [SQL]
Some inputs display in full width [Add Goal]
Chosen select icon doesn't display [UI] [Fontawesome]

v1.1.3.6 (04/05/2020)

New Features

Allow users to create their own teams (SaaS Feature)
Import now support fields mapping [Import view]
Ability to search persons by email address [Search bar]
Display people, deal or company informations as tabs or as cards list [Single view]
Person custom field for company item [Custom fields]
Company field for person item [Custom fields]
Namespaced Bootstrap 4 support no more conflicts
Ability to change time intervals in events
Ability to Force template theme
Ability to disable Bootstrapfix.js to avoid any conflicts
Ability to change items number per page in companies / deals / people
Ability to disable responsive mode
New plugin events on single company , person and deal views

Improved

UI/UX improved in many views
JLayout feature was used on many views for better
Joomla config system instead of the old system
Support integration with Acymailing v6
Added iziModal modal library to replace bootstrap modal
dataTables library updated to last version
Hide new goal link if goals menu item disabled
Custom fields now use JLayouts for better reuse and overriding
Now we use JPagination class instead of old custom pagination
Fontawesome library namespaced, no more conflicts with old version.

Fixed

Stats widget error if not data stats recorded [dashboard backend]
Download ID input field always empty [dashboard backend]
Removed some old code non used
Some few issues with Date [Custom fields]
Some issues with timezone [Calendar view]
Google map embed api key was missed
Text custom field input completely messed if has quote
Documents info/preview modals was not working
Was not able to preview image in documents
Characters problem when importing non UTF CSV file [Import]
Executive user can't see deal / person details if "Team access" option enabled in it's settings [Role]

v1.1.2 (11/01/2019)

Fixed

Possible SQL Injection in some views

v1.1.1 (09/01/2019)

Fixed

Importing peoples, companies and deals fails in frontend
Some php notices in php 7.2+
Joomla 3.9.1 compatibility

v1.0.3 (18/12/2018)

Fixed

Some PHP notices and warnings in profile page
Base URL missed in some Ajax requests
Text messages don't display in Ajax requests

v1.0.2 (15/11/2018)

Fixed

Missed Fax and Other Email fields in profile view
Start, next, prev and last don't display in pagination

v1.0.1 (03/07/2018)

Fixed

Incorrect base URL in some views and some ajax requests

v1.0 (03/17/2018)

Initial version