There have been several improvements since the last announcement, here's a summary of the most recent changes:
- Leads can be searched by stage and email address
There is also a fix:
- Sending campaigns failed due to a bug introduced in the last update
The upgrade process for systems already using version 6.1 involves making sure there is a backup of the database and fileLibrary, then installing the 6.1 web application archive (.war) directly over the previous install. The application will upgrade any components.
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There have been several improvements since the last announcement, here's a summary of the most recent changes:
- Contacts can be exported from the search results page
- PostgreSQL 9.1 drivers are now included
There are also some 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 email to Leads too
The upgrade process for systems already using version 6.1 involves making sure there is a backup of the database and fileLibrary, then installing the 6.1 web application archive (.war) directly over the previous install. The application will upgrade any components.
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This update focuses on numerous improvements to Campaigns. Here's a summary of the most recent changes:
- 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 <email@example.com>
- 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
There are also some 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
The upgrade process for systems already using version 6.1 involves making sure there is a backup of the database and fileLibrary, then installing the 6.1 web application archive (.war) directly over the previous install. The application will upgrade any components.
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The changelog for this release has several improvements:
- This release has some introductory code in Admin for embedding searchable folder fields (custom fields) directly into an Account details page. This feature will be expanded upon in future releases.
- Leads are now indexed for greater performance, this is similar to how Contacts and Accounts work now
- Added an API service to add contacts to an existing active campaign to use for auto-responses by third-party applications (addContactToActiveCampaign)
- Added API service to add a contact type to an existing contact (addTypeToContact)
- Added API object to retrieve Contact Type values, useful for obtaining the typeId for a given named type
- New feature to archive newsletters to ConcourseConnect when the integration is enabled; this is a great way to archive your emailed newsletters for online viewing
- 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.
There are also some fixes:
- Fixed the HTML source when injecting the Unsubscribe link in a campaign
- PDF text extraction failed when indexing documents due to a missing library
- Fixed a view usage error when viewing the usage in the Admin module
- 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 in queries
- The API Tools didn't clear the transactions on a commit() exception
The upgrade process for systems already using version 6.1 involves making sure there is a backup of the database and fileLibrary, then installing the 6.1 web application archive directly over the previous install. The application will upgrade any components. Admins will need to re-index the disk index for complete searching.
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This CRM update focuses on API issues in which Contacts were not readily displayed in the CRM after inserting them. The update also indexes Account and Contact email, phone and addresses when created using the API. If you've been using the API it is advised that you re-index the disk index after the upgrade.
Some minor features have been added as well. Users can now use the top search bar to find contacts by email address. Previously users could only search by email addresses within the advanced search of the contact module.
The upgrade process for systems already using version 6.1 involves making sure there is a backup of the database and fileLibrary, then installing the 6.1 web application archive directly over the previous install. The application will upgrade any components.
Direct Download Link
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concoursesuite, maintenance release
Today's update improves the experience for users using Internet Explorer 9. This update also contains updated libraries to improve caching and background scheduler performance.
This update also includes previously released improvements that were made for locales that were not directly implemented and should have worked, like en_GB.
The upgrade process for systems already using version 6.1 involves making sure there is a backup of the database and fileLibrary, then installing the 6.1 web application archive directly over the previous install. The application will upgrade any components.
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concoursesuite, maintenance release
ConcourseSuite reaches version 6.1. CRM users will notice improvements to the Leads and Marketing modules, while a number of improvements correct issues that have been reported since the previous release. The development team has squeezed in updates to a number of libraries which extends support to newer versions of PostgreSQL and Asterisk. Please take the normal precautions for upgrading (like backing up the previous version, database and storage files). (download link - 65 MB)
Here's the changelog...
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concoursesuite, release
This update improves the stability and functionality of ConcourseSuite. If you haven't tried CRM6, then this is a great time to give it a try. ConcourseSuite requires a system with Java 6, PostgreSQL 8, and Apache Tomcat 6. This release will also upgrade any previous CRM 6.0 release. (download link - 63 MB)
Here's the changelog...
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concoursesuite, maintenance release
This update improves the stability and functionality of ConcourseSuite. If you haven't tried CRM6, then this is a great time to give it a try. ConcourseSuite requires a system with Java 6, PostgreSQL 8, and Apache Tomcat 6. This release will also upgrade any previous CRM 6.0 release. (download link - 66 MB)
Here's the changelog...
Continue Reading
concoursesuite, maintenance release
Today we've released ConcourseSuite 6.0. The trial version is available now (direct download link) and with it comes our latest CRM for up to 5 users. We've completely changed the marketing module, and we've also updated all of the HTML to be compatible with the latest browsers. Version 6.0 now runs perfectly fine on Java 6 and Apache Tomcat 6 (although you could get 5.0 to work with some configuration). Under the hood we've further adopted Java Portlets and the Accounts details page is now a portal all by itself, which allows for some impressive customization.
One major shift in thinking was around permissions. There are still many granular permissions, but the default record sharing permissions result in easier sharing of CRM data among smaller groups of users.
We do not yet have the upgrade scripts from 5.0 and we need your feedback as to when/if we should work on them. Database support in 5.0 was upwards of 10 databases which we've discovered is more than what our customers need. What we've also discovered is that users want a stable and accurate CRM product. "If it's not broke, don't fix it." As such, we've refined many areas without many new features (although check out the new Account and Contact relationships!). We've also concentrated on using search index technology over database technology for better performing searches of contacts and accounts. As a result, this version only supports PostgreSQL, but again, could support other databases with your feedback.
Concursive is quite comfortable using CRM 6 to power our own internal CRM, and we're using it to power ConcourseConnect's Community Manager application, so don't hesitate to give it a try. We'll be responsive to any issues related specifically to the product (just post a ticket in the support forum under the Issues tab). I anticipate spending a few weeks improving the usability of the dashboards and some of the core modules, otherwise it's good to go.
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concoursesuite, release
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