https://accelerator.crmtogether.com/api.php?action=feedcontributions&feedformat=atom&user=SagecrmwAccelerator for SageCRM - User contributions [en]2026-09-23T23:16:53ZUser contributionsMediaWiki 1.40.0https://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2984New Releases2026-09-23T14:59:58Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26 (For MobileX too where relevant)<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
Also on table ctEntityLinks add a column "cten_conversationID" to store the conversation id<br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Attachment viewer dialog for a better view and management<br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)-365, MX and Pivot only. For self-hosted extra config is required. We need your CRM path. https is required in all cases here.<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
<br />
Limits are <br />
<br />
Body: 50,000 chars max (if exceeded, it takes the first 35k + last 15k chars).<br />
The email is uploaded as a .eml file: Max 6 images, max 8 MB combined image payload, max 2,000 px per image, Images over 2 MB are automatically compressed.<br />
<br />
* Mail Merge added as custom action on Entities (requires the mail merge client be installed)<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
* drag-drop/ctrl-v to paste in files/images handled now (shows upload file dialog)<br />
* In app Merge to html templates (save as pdf etc)<br />
* MS App Proxy support added<br />
<br />
23th Sept 26 - Outlook add in only 2.4.5.2<br />
* Improvements to cope with cloudflare 522 responses<br />
* non-embeded Attachments now showing up fix<br />
<br />
14th Sept 26 - Outlook add in only 2.4.5.0<br />
* Outlook clients updated to check and show if an update is available<br />
* Prompt for download will only show if the user has permissions<br />
* Fix for some emails having wrong image showing after base64 conversion<br />
<br />
8th Sept 26 - Outlook add in only 2.4.4.8<br />
* Outlook clients updated to open links on the default browser <br />
* fix for custom uri's (EG mailto/Custommailmerge)<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2983New Releases2026-09-23T11:29:05Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26 (For MobileX too where relevant)<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
Also on table ctEntityLinks add a column "cten_conversationID" to store the conversation id<br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)-365, MX and Pivot only. For self-hosted extra config is required. We need your CRM path. https is required in all cases here.<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
<br />
Limits are <br />
<br />
Body: 50,000 chars max (if exceeded, it takes the first 35k + last 15k chars).<br />
The email is uploaded as a .eml file: Max 6 images, max 8 MB combined image payload, max 2,000 px per image, Images over 2 MB are automatically compressed.<br />
<br />
* Mail Merge added as custom action on Entities (requires the mail merge client be installed)<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
* drag-drop/ctrl-v to paste in files/images handled now (shows upload file dialog)<br />
* In app Merge to html templates (save as pdf etc)<br />
* MS App Proxy support added<br />
<br />
23th Sept 26 - Outlook add in only 2.4.5.2<br />
* Improvements to cope with cloudflare 522 responses<br />
* non-embeded Attachments now showing up fix<br />
<br />
14th Sept 26 - Outlook add in only 2.4.5.0<br />
* Outlook clients updated to check and show if an update is available<br />
* Prompt for download will only show if the user has permissions<br />
* Fix for some emails having wrong image showing after base64 conversion<br />
<br />
8th Sept 26 - Outlook add in only 2.4.4.8<br />
* Outlook clients updated to open links on the default browser <br />
* fix for custom uri's (EG mailto/Custommailmerge)<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2982New Releases2026-09-22T15:19:34Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26 (For MobileX too where relevant)<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
Also on table ctEntityLinks add a column "cten_conversationID" to store the conversation id<br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)-365, MX and Pivot only. For self-hosted extra config is required. We need your CRM path. https is required in all cases here.<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
<br />
Limits are <br />
<br />
Body: 50,000 chars max (if exceeded, it takes the first 35k + last 15k chars).<br />
The email is uploaded as a .eml file: Max 6 images, max 8 MB combined image payload, max 2,000 px per image, Images over 2 MB are automatically compressed.<br />
<br />
* Mail Merge added as custom action on Entities (requires the mail merge client be installed)<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
* drag-drop/ctrl-v to paste in files/images handled now (shows upload file dialog)<br />
* In app Merge to html templates (save as pdf etc)<br />
* MS App Proxy support added<br />
<br />
<br />
14th Sept 26 - Outlook add in only 2.4.5.0<br />
* Outlook clients updated to check and show if an update is available<br />
* Prompt for download will only show if the user has permissions<br />
* Fix for some emails having wrong image showing after base64 conversion<br />
<br />
8th Sept 26 - Outlook add in only 2.4.4.8<br />
* Outlook clients updated to open links on the default browser <br />
* fix for custom uri's (EG mailto/Custommailmerge)<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2981New Releases2026-09-22T10:21:24Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26 (For MobileX too where relevant)<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
Also on table ctEntityLinks add a column "cten_conversationID" to store the conversation id<br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)-365, MX and Pivot only<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
<br />
Limits are <br />
<br />
Body: 50,000 chars max (if exceeded, it takes the first 35k + last 15k chars).<br />
The email is uploaded as a .eml file: Max 6 images, max 8 MB combined image payload, max 2,000 px per image, Images over 2 MB are automatically compressed.<br />
<br />
* Mail Merge added as custom action on Entities (requires the mail merge client be installed)<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
* drag-drop/ctrl-v to paste in files/images handled now (shows upload file dialog)<br />
* In app Merge to html templates (save as pdf etc)<br />
* MS App Proxy support added<br />
<br />
<br />
14th Sept 26 - Outlook add in only 2.4.5.0<br />
* Outlook clients updated to check and show if an update is available<br />
* Prompt for download will only show if the user has permissions<br />
* Fix for some emails having wrong image showing after base64 conversion<br />
<br />
8th Sept 26 - Outlook add in only 2.4.4.8<br />
* Outlook clients updated to open links on the default browser <br />
* fix for custom uri's (EG mailto/Custommailmerge)<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2980New Releases2026-09-17T14:36:01Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26 (For MobileX too where relevant)<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
Also on table ctEntityLinks add a column "cten_conversationID" to store the conversation id<br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)-365, MX and Pivot only<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
* Mail Merge added as custom action on Entities (requires the mail merge client be installed)<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
* drag-drop/ctrl-v to paste in files/images handled now (shows upload file dialog)<br />
* In app Merge to html templates (save as pdf etc)<br />
* MS App Proxy support added<br />
<br />
<br />
14th Sept 26 - Outlook add in only 2.4.5.0<br />
* Outlook clients updated to check and show if an update is available<br />
* Prompt for download will only show if the user has permissions<br />
* Fix for some emails having wrong image showing after base64 conversion<br />
<br />
8th Sept 26 - Outlook add in only 2.4.4.8<br />
* Outlook clients updated to open links on the default browser <br />
* fix for custom uri's (EG mailto/Custommailmerge)<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Install_and_Requirements&diff=2979Install and Requirements2026-09-16T13:45:34Z<p>Sagecrmw: </p>
<hr />
<div>Requirements<br />
<br />
* Sage CRM Requirements<br />
Sage CRM versions 2021, 2022, 2023,2024,2025, 2026 and later supported.<br />
<br />
'''Client Requirements:'''<br />
<br />
Office 365 Outlook Classic Client, New Outlook, Outlook for the web (OWA), or Outlook for MAC (OMAC).<br />
<br />
• Net 4.7.2 (or later) should be installed. <br />
<br />
• ASP.Net has to be installed (via server manager)<br />
<br />
• SSL (https) is required for OWA and OMAC and New Outlook<br />
<br />
NOTE: For OWA and OMAC support you must install the Office 365 version. Your CRM URLS should always map to a public IP with SSL (https) even if the user is on the local network.<br />
<br />
x86 OS for Outlook Client - (Note: ARM processors are not supported for our Outlook Classic Client here).<br />
<br />
<br />
----<br />
<br />
** CORS configuration for 365 users (New Outlook/Outlook on Web/Mac) **<br />
<br />
Your administrator should have configured CORS access on your CRM server as per the CORS section [https://accelerator.crmtogether.com/index.php?title=Connections here]<br />
<br />
----<br />
<br />
** MS App Proxy **<br />
<br />
COMING LATE SEPT 26<br />
<br />
If you have configured your system to use an msappproxy.net address E.G<br />
<br />
https://live-yourcompany.msappproxy.net/crm/<br />
<br />
Then there are extra configuration details required from us to set up the system to allow you access via this feature from MobileX or any of the 365 clients (or any instance we host).<br />
Therefore there is a compulsory setup charge for this configuration as it requires our input and configuration. <br />
<br />
If using our add in client with this you must configure the system to point to<br />
<br />
https://appacproxy.crmtogether.com/#/<br />
<br />
----<br />
<br />
'''Server Requirements:'''<br />
<br />
You should follow Sage's own requirements on server and DB minimum requirements.<br />
<br />
CRM must be running on MSSQL. From Sage CRM 2022 R2 - Azure SQL is also supported.<br />
<br />
Note: Newer windows servers have a different Javascript engine and this will crash ASP. The workaround is on <br />
https://accelerator.crmtogether.com/index.php?title=Troubleshoot . Search for "ASP crashing. 500 errors." and the instructions to create a registry file that you run. An IIS reset is required after this.<br />
<br />
NOTE: In Sage CRM 2025 and later there is a new trigger installed by Sage on the Communication table called "trg_BlockXSS_Comm". This checks for certain characters and blocks inserts. This needs to be disabled as it blocks the saving of emails into comm_email. Alternatively you can configure Accelerator to Save the email data to a .html file as per the config option "Filed Email - Use Library and not Database". <br />
<br />
'''If the site is running IIS Autologon, services for this install must be purchased. '''<br />
<br />
Your CRM server needs to be able to access for license updates and for over the air updates <br />
* https://crm.crmtogether.com<br />
* https://update.crmtogether.com<br />
<br />
Other domains used by Accelerator and MobileX client apps that need to be accessible are<br />
* https://cdn.jsdelivr.net<br />
* https://ajax.aspnetcdn.com<br />
* https://fonts.googleapis.com<br />
* https://appsforoffice.microsoft.com (when running the Office 365 version)<br />
<br />
MS SQL Express - If you running on this you need to be aware of the 10GB dbsize limit this imposes. This if important in terms of the configuration of how the emails are stored. As images in emails are encoded to BASE64 strings this can fill up an SQL Express database very quickly so it is important that the configuration is set to save the emails in the CRM library (so you need sufficient space there also). <br />
<br />
If you only want to support TLS 1.2 then you must add (or update if already there) the setting <br />
<add key="onlyUseTLS12" value="Y" /><br />
to the web.config file<br />
<br />
If you are using SSL (https) you '''must''' have a valid certificate (certs that require users to install them are not considered valid - typically referred to as self-generated certs)<br />
<br />
.Net 4.7.2 or later should be installed (a windows restart will be required when you do this) and configured to .net4.x or later on the CRM app pool<br />
<br />
NOTE: The 32-bit version of ASP.Net is required on the CRM server. Classic ASP should also be enabled. <br />
<br />
[[File:crmappool4.png]]<br />
<br />
See [[Accelerator_User_Managerment]]<br />
<br />
To configure Sage CRM native Web Services do the following:<br />
<br />
*Select "Administration"<br />
*Select "System"<br />
*Select "Web Services"<br />
*Click "Change" to put the screen in edit mode.<br />
*Set the screen up as follows:<br />
<br />
**Maximum number of records to return:100 (Actually we would recommend this be less than 10 for any install using CRM's native web-services)<br />
**Maximum size of request:1000000 <br />
**Make WSDL Available to all: Yes <br />
**Enable web services:Yes <br />
**Dropdown fields as strings in WSDL file:Yes <br />
**Send and return all dates and times in universal time:No <br />
**Accept web request from IP Address: <br />
**Force webservice log on:Yes <br />
<br />
<br />
Note that in our install we change the 2 fields from the default:<br />
<br />
1. Make WSDL Available to all = Yes<br />
<br />
2. Force Webservice log on = Yes<br />
<br />
<br />
*Click Save to update the system configuration.<br />
<br />
<br />
----<br />
The server side components of the install are completed via the install wizard (run as administrator).<br />
<br />
'''Admin access to the CRM server is required'''<br />
<br />
All users should be out of CRM before running the install.<br />
Follow the wizard through and re-start IIS or re-load metadata.<br />
<br />
'''You require a MS SQL user/password (typically sa) to install the metadata during the install.'''<br />
<br />
If you have a license before installing you can enter this when installing.<br />
<br />
If you need to manually update your license the following method is available.<br />
<br />
New to version 5.1 and later is the ability to apply patches and minor updates from within CRM. Even when doing a new full install you should check for a patch. <br />
<br />
[[File:over air update.png]]<br />
<br />
Note: If you see that this update fails<br />
<br />
EG<br />
<br />
[[File:over air update fails.png]]<br />
<br />
restart IIS and try again. <br />
----<br />
<br />
CRMCodedPath (CodedPath) setting<br />
<br />
If your system does not allow http requests from with IIS to an outside/external address you can set the internal address within the web config<br />
<br />
<add key="CRMCodedPath" value="" /><br />
<br />
sample value<br />
<br />
http://localhost/crm/<br />
<br />
EG<br />
<add key="CRMCodedPath" value="http://yourserver/crm/" /><br />
<br />
NOTE: This value should exist already in the file (DO NOT ADD IN A NEW SETTING)<br />
----<br />
<br />
'''Manual Install of License'''<br />
<br />
The license for the Accelerator Platform is stored in the "../CustomPages/SageCRMWS/web.config" file.<br />
<br />
[[File:webconfiglicense.png]]<br />
<br />
This file can be edited via any text editor.<br />
<br />
The Key value is shown as follows:<br />
<br />
<add key="SageCRMAcceleratorLicense" value="NEYSu1WEtFsjkfreSknrbiYhmvO2Wq+3wBEGGAhhOEw="/><br />
<br />
The default license is for one (1) user for trial purposes only and is not included in any purchase. <br />
'''Please do not install on a live environment prior to any purchase as we cannot provide support without a purchase.'''<br />
<br />
From 4.3 the licensing has changed and the default license is<br />
<br />
<add key="SageCRMAcceleratorLicense" value="RRpvWW2H7F/TP1x+8JPom6YvLHXTdmVcRW8wVKenpcY="/><br />
<br />
To update your license replace the value setting with the license provided<br />
<br />
<add key="SageCRMAcceleratorLicense" value="yourlicensehere"/><br />
<br />
----<br />
<br />
Citrix<br />
<br />
Installing the Office add-on tools<br />
<br />
To install on Citrix you must log on the users as domain admins, run the install once them remove the user as domain admin.<br />
<br />
<br />
----<br />
<br />
Silent install of the outlook client (Useful to roll out via group policy)<br />
<br />
SetupAcceleratorOutlookAddin.exe IISAutoLogon=N /http://crm.yourserver.com/crm/eware.dll/go /silent /SUPPRESSMSGBOXES<br />
<br />
<br />
Mail Merge<br />
<br />
CustomMailMerge_Setup.exe /silent /SUPPRESSMSGBOXES<br />
----<br />
<br />
Terminal Services Client Installs<br />
<br />
You should select the option to only install for the current user.<br />
<br />
The current user must have rights to install the app (you may have to temporarily put them in the domain admins group). DO NOT "runas..." as this will only install the keys for the "runas..." user.<br />
<br />
<br />
----<br />
<br />
Web Services Setup<br />
<br />
[[File:webservice_settings.png]]<br />
<br />
Make sure that the CRM url can access the CRM web service<br />
<br />
<br />
----<br />
<br />
The user page in My CRM can be configured also as required by updating or adding in the keys<br />
<br />
a. Hide the MobileX download (Visible by default, set to Y to hide)<br />
<br />
<add key="HideMobileXDownload" value="Y" /><br />
<br />
a. Hide the Mail Merge app download (Visible by default, set to Y to hide)<br />
<br />
<add key="HideMailMergeDownload" value="Y" /><br />
<br />
a. Hide the AC Plus download (Visible by default, set to Y to hide)<br />
<br />
<add key="HideACPlusDownload" value="Y" /></div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Install_and_Requirements&diff=2978Install and Requirements2026-09-16T13:45:16Z<p>Sagecrmw: </p>
<hr />
<div>Requirements<br />
<br />
* Sage CRM Requirements<br />
Sage CRM versions 2021, 2022, 2023,2024,2025, 2026 and later supported.<br />
<br />
'''Client Requirements:'''<br />
<br />
Office 365 Outlook Classic Client, New Outlook, Outlook for the web (OWA), or Outlook for MAC (OMAC).<br />
<br />
• Net 4.7.2 (or later) should be installed. <br />
<br />
• ASP.Net has to be installed (via server manager)<br />
<br />
• SSL (https) is required for OWA and OMAC and New Outlook<br />
<br />
NOTE: For OWA and OMAC support you must install the Office 365 version. Your CRM URLS should always map to a public IP with SSL (https) even if the user is on the local network.<br />
<br />
x86 OS for Outlook Client - (Note: ARM processors are not supported for our Outlook Classic Client here).<br />
<br />
<br />
----<br />
<br />
** CORS configuration for 365 users (New Outlook/Outlook on Web/Mac) **<br />
<br />
Your administrator should have configured CORS access on your CRM server as per the CORS section [https://accelerator.crmtogether.com/index.php?title=Connections here]<br />
<br />
----<br />
<br />
** MS App Proxy **<br />
<br />
If you have configured your system to use an msappproxy.net address E.G<br />
<br />
https://live-yourcompany.msappproxy.net/crm/<br />
<br />
Then there are extra configuration details required from us to set up the system to allow you access via this feature from MobileX or any of the 365 clients (or any instance we host).<br />
Therefore there is a compulsory setup charge for this configuration as it requires our input and configuration. <br />
<br />
If using our add in client with this you must configure the system to point to<br />
<br />
https://appacproxy.crmtogether.com/#/<br />
<br />
----<br />
<br />
'''Server Requirements:'''<br />
<br />
You should follow Sage's own requirements on server and DB minimum requirements.<br />
<br />
CRM must be running on MSSQL. From Sage CRM 2022 R2 - Azure SQL is also supported.<br />
<br />
Note: Newer windows servers have a different Javascript engine and this will crash ASP. The workaround is on <br />
https://accelerator.crmtogether.com/index.php?title=Troubleshoot . Search for "ASP crashing. 500 errors." and the instructions to create a registry file that you run. An IIS reset is required after this.<br />
<br />
NOTE: In Sage CRM 2025 and later there is a new trigger installed by Sage on the Communication table called "trg_BlockXSS_Comm". This checks for certain characters and blocks inserts. This needs to be disabled as it blocks the saving of emails into comm_email. Alternatively you can configure Accelerator to Save the email data to a .html file as per the config option "Filed Email - Use Library and not Database". <br />
<br />
'''If the site is running IIS Autologon, services for this install must be purchased. '''<br />
<br />
Your CRM server needs to be able to access for license updates and for over the air updates <br />
* https://crm.crmtogether.com<br />
* https://update.crmtogether.com<br />
<br />
Other domains used by Accelerator and MobileX client apps that need to be accessible are<br />
* https://cdn.jsdelivr.net<br />
* https://ajax.aspnetcdn.com<br />
* https://fonts.googleapis.com<br />
* https://appsforoffice.microsoft.com (when running the Office 365 version)<br />
<br />
MS SQL Express - If you running on this you need to be aware of the 10GB dbsize limit this imposes. This if important in terms of the configuration of how the emails are stored. As images in emails are encoded to BASE64 strings this can fill up an SQL Express database very quickly so it is important that the configuration is set to save the emails in the CRM library (so you need sufficient space there also). <br />
<br />
If you only want to support TLS 1.2 then you must add (or update if already there) the setting <br />
<add key="onlyUseTLS12" value="Y" /><br />
to the web.config file<br />
<br />
If you are using SSL (https) you '''must''' have a valid certificate (certs that require users to install them are not considered valid - typically referred to as self-generated certs)<br />
<br />
.Net 4.7.2 or later should be installed (a windows restart will be required when you do this) and configured to .net4.x or later on the CRM app pool<br />
<br />
NOTE: The 32-bit version of ASP.Net is required on the CRM server. Classic ASP should also be enabled. <br />
<br />
[[File:crmappool4.png]]<br />
<br />
See [[Accelerator_User_Managerment]]<br />
<br />
To configure Sage CRM native Web Services do the following:<br />
<br />
*Select "Administration"<br />
*Select "System"<br />
*Select "Web Services"<br />
*Click "Change" to put the screen in edit mode.<br />
*Set the screen up as follows:<br />
<br />
**Maximum number of records to return:100 (Actually we would recommend this be less than 10 for any install using CRM's native web-services)<br />
**Maximum size of request:1000000 <br />
**Make WSDL Available to all: Yes <br />
**Enable web services:Yes <br />
**Dropdown fields as strings in WSDL file:Yes <br />
**Send and return all dates and times in universal time:No <br />
**Accept web request from IP Address: <br />
**Force webservice log on:Yes <br />
<br />
<br />
Note that in our install we change the 2 fields from the default:<br />
<br />
1. Make WSDL Available to all = Yes<br />
<br />
2. Force Webservice log on = Yes<br />
<br />
<br />
*Click Save to update the system configuration.<br />
<br />
<br />
----<br />
The server side components of the install are completed via the install wizard (run as administrator).<br />
<br />
'''Admin access to the CRM server is required'''<br />
<br />
All users should be out of CRM before running the install.<br />
Follow the wizard through and re-start IIS or re-load metadata.<br />
<br />
'''You require a MS SQL user/password (typically sa) to install the metadata during the install.'''<br />
<br />
If you have a license before installing you can enter this when installing.<br />
<br />
If you need to manually update your license the following method is available.<br />
<br />
New to version 5.1 and later is the ability to apply patches and minor updates from within CRM. Even when doing a new full install you should check for a patch. <br />
<br />
[[File:over air update.png]]<br />
<br />
Note: If you see that this update fails<br />
<br />
EG<br />
<br />
[[File:over air update fails.png]]<br />
<br />
restart IIS and try again. <br />
----<br />
<br />
CRMCodedPath (CodedPath) setting<br />
<br />
If your system does not allow http requests from with IIS to an outside/external address you can set the internal address within the web config<br />
<br />
<add key="CRMCodedPath" value="" /><br />
<br />
sample value<br />
<br />
http://localhost/crm/<br />
<br />
EG<br />
<add key="CRMCodedPath" value="http://yourserver/crm/" /><br />
<br />
NOTE: This value should exist already in the file (DO NOT ADD IN A NEW SETTING)<br />
----<br />
<br />
'''Manual Install of License'''<br />
<br />
The license for the Accelerator Platform is stored in the "../CustomPages/SageCRMWS/web.config" file.<br />
<br />
[[File:webconfiglicense.png]]<br />
<br />
This file can be edited via any text editor.<br />
<br />
The Key value is shown as follows:<br />
<br />
<add key="SageCRMAcceleratorLicense" value="NEYSu1WEtFsjkfreSknrbiYhmvO2Wq+3wBEGGAhhOEw="/><br />
<br />
The default license is for one (1) user for trial purposes only and is not included in any purchase. <br />
'''Please do not install on a live environment prior to any purchase as we cannot provide support without a purchase.'''<br />
<br />
From 4.3 the licensing has changed and the default license is<br />
<br />
<add key="SageCRMAcceleratorLicense" value="RRpvWW2H7F/TP1x+8JPom6YvLHXTdmVcRW8wVKenpcY="/><br />
<br />
To update your license replace the value setting with the license provided<br />
<br />
<add key="SageCRMAcceleratorLicense" value="yourlicensehere"/><br />
<br />
----<br />
<br />
Citrix<br />
<br />
Installing the Office add-on tools<br />
<br />
To install on Citrix you must log on the users as domain admins, run the install once them remove the user as domain admin.<br />
<br />
<br />
----<br />
<br />
Silent install of the outlook client (Useful to roll out via group policy)<br />
<br />
SetupAcceleratorOutlookAddin.exe IISAutoLogon=N /http://crm.yourserver.com/crm/eware.dll/go /silent /SUPPRESSMSGBOXES<br />
<br />
<br />
Mail Merge<br />
<br />
CustomMailMerge_Setup.exe /silent /SUPPRESSMSGBOXES<br />
----<br />
<br />
Terminal Services Client Installs<br />
<br />
You should select the option to only install for the current user.<br />
<br />
The current user must have rights to install the app (you may have to temporarily put them in the domain admins group). DO NOT "runas..." as this will only install the keys for the "runas..." user.<br />
<br />
<br />
----<br />
<br />
Web Services Setup<br />
<br />
[[File:webservice_settings.png]]<br />
<br />
Make sure that the CRM url can access the CRM web service<br />
<br />
<br />
----<br />
<br />
The user page in My CRM can be configured also as required by updating or adding in the keys<br />
<br />
a. Hide the MobileX download (Visible by default, set to Y to hide)<br />
<br />
<add key="HideMobileXDownload" value="Y" /><br />
<br />
a. Hide the Mail Merge app download (Visible by default, set to Y to hide)<br />
<br />
<add key="HideMailMergeDownload" value="Y" /><br />
<br />
a. Hide the AC Plus download (Visible by default, set to Y to hide)<br />
<br />
<add key="HideACPlusDownload" value="Y" /></div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2977New Releases2026-09-14T14:20:24Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26 (For MobileX too where relevant)<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)-365, MX and Pivot only<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
* Mail Merge added as custom action on Entities (requires the mail merge client be installed)<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
* drag-drop/ctrl-v to paste in files/images handled now (shows upload file dialog)<br />
* In app Merge to html templates (save as pdf etc)<br />
* MS App Proxy support added<br />
<br />
<br />
14th Sept 26 - Outlook add in only 2.4.5.0<br />
* Outlook clients updated to check and show if an update is available<br />
* Prompt for download will only show if the user has permissions<br />
* Fix for some emails having wrong image showing after base64 conversion<br />
<br />
8th Sept 26 - Outlook add in only 2.4.4.8<br />
* Outlook clients updated to open links on the default browser <br />
* fix for custom uri's (EG mailto/Custommailmerge)<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2976New Releases2026-09-14T13:13:11Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26 (For MobileX too where relevant)<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)-365, MX and Pivot only<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
* Mail Merge added as custom action on Entities (requires the mail merge client be installed)<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
* drag-drop/ctrl-v to paste in files/images handled now (shows upload file dialog)<br />
* In app Merge to html templates (save as pdf etc)<br />
* MS App Proxy support added<br />
<br />
<br />
14th Sept 26 - Outlook add in only 2.4.5.0<br />
* Outlook clients updated to check and show if an update is available<br />
* Prompt for download will only show if the user has permissions<br />
<br />
8th Sept 26 - Outlook add in only 2.4.4.8<br />
* Outlook clients updated to open links on the default browser <br />
* fix for custom uri's (EG mailto/Custommailmerge)<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2975New Releases2026-09-10T09:05:54Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26 (For MobileX too where relevant)<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)-365, MX and Pivot only<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
* Mail Merge added as custom action on Entities (requires the mail merge client be installed)<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
* drag-drop/ctrl-v to paste in files/images handled now (shows upload file dialog)<br />
* In app Merge to html templates (save as pdf etc)<br />
* MS App Proxy support added<br />
<br />
8th Sept 26 - Outlook add in only 2.4.4.8<br />
* Outlook clients updated to open links on the default browser <br />
* fix for custom uri's (EG mailto/Custommailmerge)<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Install_and_Requirements&diff=2974Install and Requirements2026-09-09T08:37:01Z<p>Sagecrmw: </p>
<hr />
<div>Requirements<br />
<br />
* Sage CRM Requirements<br />
Sage CRM versions 2021, 2022, 2023,2024,2025, 2026 and later supported.<br />
<br />
'''Client Requirements:'''<br />
<br />
Office 365 Outlook Classic Client, New Outlook, Outlook for the web (OWA), or Outlook for MAC (OMAC).<br />
<br />
• Net 4.7.2 (or later) should be installed. <br />
<br />
• ASP.Net has to be installed (via server manager)<br />
<br />
• SSL (https) is required for OWA and OMAC and New Outlook<br />
<br />
NOTE: For OWA and OMAC support you must install the Office 365 version. Your CRM URLS should always map to a public IP with SSL (https) even if the user is on the local network.<br />
<br />
x86 OS for Outlook Client - (Note: ARM processors are not supported for our Outlook Classic Client here).<br />
<br />
<br />
----<br />
<br />
** CORS configuration for 365 users (New Outlook/Outlook on Web/Mac) **<br />
<br />
Your administrator should have configured CORS access on your CRM server as per the CORS section [https://accelerator.crmtogether.com/index.php?title=Connections here]<br />
<br />
----<br />
<br />
** MS App Proxy **<br />
<br />
If you have configured your system to use an msappproxy.net address E.G<br />
<br />
https://live-yourcompany.msappproxy.net/crm/<br />
<br />
Then there are extra configuration details required from us to set up the system to allow you access via this feature from MobileX or any of the 365 clients (or any instance we host).<br />
Therefore there is a compulsory setup charge for this configuration as it requires our input and configuration. <br />
<br />
----<br />
<br />
'''Server Requirements:'''<br />
<br />
You should follow Sage's own requirements on server and DB minimum requirements.<br />
<br />
CRM must be running on MSSQL. From Sage CRM 2022 R2 - Azure SQL is also supported.<br />
<br />
Note: Newer windows servers have a different Javascript engine and this will crash ASP. The workaround is on <br />
https://accelerator.crmtogether.com/index.php?title=Troubleshoot . Search for "ASP crashing. 500 errors." and the instructions to create a registry file that you run. An IIS reset is required after this.<br />
<br />
NOTE: In Sage CRM 2025 and later there is a new trigger installed by Sage on the Communication table called "trg_BlockXSS_Comm". This checks for certain characters and blocks inserts. This needs to be disabled as it blocks the saving of emails into comm_email. Alternatively you can configure Accelerator to Save the email data to a .html file as per the config option "Filed Email - Use Library and not Database". <br />
<br />
'''If the site is running IIS Autologon, services for this install must be purchased. '''<br />
<br />
Your CRM server needs to be able to access for license updates and for over the air updates <br />
* https://crm.crmtogether.com<br />
* https://update.crmtogether.com<br />
<br />
Other domains used by Accelerator and MobileX client apps that need to be accessible are<br />
* https://cdn.jsdelivr.net<br />
* https://ajax.aspnetcdn.com<br />
* https://fonts.googleapis.com<br />
* https://appsforoffice.microsoft.com (when running the Office 365 version)<br />
<br />
MS SQL Express - If you running on this you need to be aware of the 10GB dbsize limit this imposes. This if important in terms of the configuration of how the emails are stored. As images in emails are encoded to BASE64 strings this can fill up an SQL Express database very quickly so it is important that the configuration is set to save the emails in the CRM library (so you need sufficient space there also). <br />
<br />
If you only want to support TLS 1.2 then you must add (or update if already there) the setting <br />
<add key="onlyUseTLS12" value="Y" /><br />
to the web.config file<br />
<br />
If you are using SSL (https) you '''must''' have a valid certificate (certs that require users to install them are not considered valid - typically referred to as self-generated certs)<br />
<br />
.Net 4.7.2 or later should be installed (a windows restart will be required when you do this) and configured to .net4.x or later on the CRM app pool<br />
<br />
NOTE: The 32-bit version of ASP.Net is required on the CRM server. Classic ASP should also be enabled. <br />
<br />
[[File:crmappool4.png]]<br />
<br />
See [[Accelerator_User_Managerment]]<br />
<br />
To configure Sage CRM native Web Services do the following:<br />
<br />
*Select "Administration"<br />
*Select "System"<br />
*Select "Web Services"<br />
*Click "Change" to put the screen in edit mode.<br />
*Set the screen up as follows:<br />
<br />
**Maximum number of records to return:100 (Actually we would recommend this be less than 10 for any install using CRM's native web-services)<br />
**Maximum size of request:1000000 <br />
**Make WSDL Available to all: Yes <br />
**Enable web services:Yes <br />
**Dropdown fields as strings in WSDL file:Yes <br />
**Send and return all dates and times in universal time:No <br />
**Accept web request from IP Address: <br />
**Force webservice log on:Yes <br />
<br />
<br />
Note that in our install we change the 2 fields from the default:<br />
<br />
1. Make WSDL Available to all = Yes<br />
<br />
2. Force Webservice log on = Yes<br />
<br />
<br />
*Click Save to update the system configuration.<br />
<br />
<br />
----<br />
The server side components of the install are completed via the install wizard (run as administrator).<br />
<br />
'''Admin access to the CRM server is required'''<br />
<br />
All users should be out of CRM before running the install.<br />
Follow the wizard through and re-start IIS or re-load metadata.<br />
<br />
'''You require a MS SQL user/password (typically sa) to install the metadata during the install.'''<br />
<br />
If you have a license before installing you can enter this when installing.<br />
<br />
If you need to manually update your license the following method is available.<br />
<br />
New to version 5.1 and later is the ability to apply patches and minor updates from within CRM. Even when doing a new full install you should check for a patch. <br />
<br />
[[File:over air update.png]]<br />
<br />
Note: If you see that this update fails<br />
<br />
EG<br />
<br />
[[File:over air update fails.png]]<br />
<br />
restart IIS and try again. <br />
----<br />
<br />
CRMCodedPath (CodedPath) setting<br />
<br />
If your system does not allow http requests from with IIS to an outside/external address you can set the internal address within the web config<br />
<br />
<add key="CRMCodedPath" value="" /><br />
<br />
sample value<br />
<br />
http://localhost/crm/<br />
<br />
EG<br />
<add key="CRMCodedPath" value="http://yourserver/crm/" /><br />
<br />
NOTE: This value should exist already in the file (DO NOT ADD IN A NEW SETTING)<br />
----<br />
<br />
'''Manual Install of License'''<br />
<br />
The license for the Accelerator Platform is stored in the "../CustomPages/SageCRMWS/web.config" file.<br />
<br />
[[File:webconfiglicense.png]]<br />
<br />
This file can be edited via any text editor.<br />
<br />
The Key value is shown as follows:<br />
<br />
<add key="SageCRMAcceleratorLicense" value="NEYSu1WEtFsjkfreSknrbiYhmvO2Wq+3wBEGGAhhOEw="/><br />
<br />
The default license is for one (1) user for trial purposes only and is not included in any purchase. <br />
'''Please do not install on a live environment prior to any purchase as we cannot provide support without a purchase.'''<br />
<br />
From 4.3 the licensing has changed and the default license is<br />
<br />
<add key="SageCRMAcceleratorLicense" value="RRpvWW2H7F/TP1x+8JPom6YvLHXTdmVcRW8wVKenpcY="/><br />
<br />
To update your license replace the value setting with the license provided<br />
<br />
<add key="SageCRMAcceleratorLicense" value="yourlicensehere"/><br />
<br />
----<br />
<br />
Citrix<br />
<br />
Installing the Office add-on tools<br />
<br />
To install on Citrix you must log on the users as domain admins, run the install once them remove the user as domain admin.<br />
<br />
<br />
----<br />
<br />
Silent install of the outlook client (Useful to roll out via group policy)<br />
<br />
SetupAcceleratorOutlookAddin.exe IISAutoLogon=N /http://crm.yourserver.com/crm/eware.dll/go /silent /SUPPRESSMSGBOXES<br />
<br />
<br />
Mail Merge<br />
<br />
CustomMailMerge_Setup.exe /silent /SUPPRESSMSGBOXES<br />
----<br />
<br />
Terminal Services Client Installs<br />
<br />
You should select the option to only install for the current user.<br />
<br />
The current user must have rights to install the app (you may have to temporarily put them in the domain admins group). DO NOT "runas..." as this will only install the keys for the "runas..." user.<br />
<br />
<br />
----<br />
<br />
Web Services Setup<br />
<br />
[[File:webservice_settings.png]]<br />
<br />
Make sure that the CRM url can access the CRM web service<br />
<br />
<br />
----<br />
<br />
The user page in My CRM can be configured also as required by updating or adding in the keys<br />
<br />
a. Hide the MobileX download (Visible by default, set to Y to hide)<br />
<br />
<add key="HideMobileXDownload" value="Y" /><br />
<br />
a. Hide the Mail Merge app download (Visible by default, set to Y to hide)<br />
<br />
<add key="HideMailMergeDownload" value="Y" /><br />
<br />
a. Hide the AC Plus download (Visible by default, set to Y to hide)<br />
<br />
<add key="HideACPlusDownload" value="Y" /></div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2973New Releases2026-09-08T14:45:14Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)-365, MX and Pivot only<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
* Mail Merge added as custom action on Entities (requires the mail merge client be installed)<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
* drag-drop/ctrl-v to paste in files/images handled now (shows upload file dialog)<br />
* In app Merge to html templates (save as pdf etc)<br />
* MS App Proxy support added<br />
<br />
8th Sept 26 - Outlook add in only 2.4.4.8<br />
* Outlook clients updated to open links on the default browser <br />
* fix for custom uri's (EG mailto/Custommailmerge)<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Install_and_Requirements&diff=2972Install and Requirements2026-09-08T14:43:51Z<p>Sagecrmw: </p>
<hr />
<div>Requirements<br />
<br />
* Sage CRM Requirements<br />
Sage CRM versions 2021, 2022, 2023,2024 and 2025 supported.<br />
<br />
'''Client Requirements:'''<br />
<br />
Office 365 Outlook Classic Client, New Outlook, Outlook for the web (OWA), or Outlook for MAC (OMAC).<br />
<br />
• Net 4.7.2 (or later) should be installed. <br />
<br />
• ASP.Net has to be installed (via server manager)<br />
<br />
• SSL (https) is required for OWA and OMAC and New Outlook<br />
<br />
NOTE: For OWA and OMAC support you must install the Office 365 version. Your CRM URLS should always map to a public IP with SSL (https) even if the user is on the local network.<br />
<br />
x86 OS for Outlook Client - (Note: ARM processors are not supported for our Outlook Classic Client here).<br />
<br />
<br />
----<br />
<br />
** CORS configuration for 365 users (New Outlook/Outlook on Web/Mac) **<br />
<br />
Your administrator should have configured CORS access on your CRM server as per the CORS section [https://accelerator.crmtogether.com/index.php?title=Connections here]<br />
<br />
----<br />
<br />
** MS App Proxy **<br />
<br />
If you have configured your system to use an msappproxy.net address E.G<br />
<br />
https://live-yourcompany.msappproxy.net/crm/<br />
<br />
Then there are extra configuration details required from us to set up the system to allow you access via this feature from MobileX or any of the 365 clients (or any instance we host).<br />
Therefore there is a compulsory setup charge for this configuration as it requires our input and configuration. <br />
<br />
----<br />
<br />
'''Server Requirements:'''<br />
<br />
You should follow Sage's own requirements on server and DB minimum requirements.<br />
<br />
CRM must be running on MSSQL. From Sage CRM 2022 R2 - Azure SQL is also supported.<br />
<br />
Note: Newer windows servers have a different Javascript engine and this will crash ASP. The workaround is on <br />
https://accelerator.crmtogether.com/index.php?title=Troubleshoot . Search for "ASP crashing. 500 errors." and the instructions to create a registry file that you run. An IIS reset is required after this.<br />
<br />
NOTE: In Sage CRM 2025 and later there is a new trigger installed by Sage on the Communication table called "trg_BlockXSS_Comm". This checks for certain characters and blocks inserts. This needs to be disabled as it blocks the saving of emails into comm_email. Alternatively you can configure Accelerator to Save the email data to a .html file as per the config option "Filed Email - Use Library and not Database". <br />
<br />
'''If the site is running IIS Autologon, services for this install must be purchased. '''<br />
<br />
Your CRM server needs to be able to access for license updates and for over the air updates <br />
* https://crm.crmtogether.com<br />
* https://update.crmtogether.com<br />
<br />
Other domains used by Accelerator and MobileX client apps that need to be accessible are<br />
* https://cdn.jsdelivr.net<br />
* https://ajax.aspnetcdn.com<br />
* https://fonts.googleapis.com<br />
* https://appsforoffice.microsoft.com (when running the Office 365 version)<br />
<br />
MS SQL Express - If you running on this you need to be aware of the 10GB dbsize limit this imposes. This if important in terms of the configuration of how the emails are stored. As images in emails are encoded to BASE64 strings this can fill up an SQL Express database very quickly so it is important that the configuration is set to save the emails in the CRM library (so you need sufficient space there also). <br />
<br />
If you only want to support TLS 1.2 then you must add (or update if already there) the setting <br />
<add key="onlyUseTLS12" value="Y" /><br />
to the web.config file<br />
<br />
If you are using SSL (https) you '''must''' have a valid certificate (certs that require users to install them are not considered valid - typically referred to as self-generated certs)<br />
<br />
.Net 4.7.2 or later should be installed (a windows restart will be required when you do this) and configured to .net4.x or later on the CRM app pool<br />
<br />
NOTE: The 32-bit version of ASP.Net is required on the CRM server. Classic ASP should also be enabled. <br />
<br />
[[File:crmappool4.png]]<br />
<br />
See [[Accelerator_User_Managerment]]<br />
<br />
To configure Sage CRM native Web Services do the following:<br />
<br />
*Select "Administration"<br />
*Select "System"<br />
*Select "Web Services"<br />
*Click "Change" to put the screen in edit mode.<br />
*Set the screen up as follows:<br />
<br />
**Maximum number of records to return:100 (Actually we would recommend this be less than 10 for any install using CRM's native web-services)<br />
**Maximum size of request:1000000 <br />
**Make WSDL Available to all: Yes <br />
**Enable web services:Yes <br />
**Dropdown fields as strings in WSDL file:Yes <br />
**Send and return all dates and times in universal time:No <br />
**Accept web request from IP Address: <br />
**Force webservice log on:Yes <br />
<br />
<br />
Note that in our install we change the 2 fields from the default:<br />
<br />
1. Make WSDL Available to all = Yes<br />
<br />
2. Force Webservice log on = Yes<br />
<br />
<br />
*Click Save to update the system configuration.<br />
<br />
<br />
----<br />
The server side components of the install are completed via the install wizard (run as administrator).<br />
<br />
'''Admin access to the CRM server is required'''<br />
<br />
All users should be out of CRM before running the install.<br />
Follow the wizard through and re-start IIS or re-load metadata.<br />
<br />
'''You require a MS SQL user/password (typically sa) to install the metadata during the install.'''<br />
<br />
If you have a license before installing you can enter this when installing.<br />
<br />
If you need to manually update your license the following method is available.<br />
<br />
New to version 5.1 and later is the ability to apply patches and minor updates from within CRM. Even when doing a new full install you should check for a patch. <br />
<br />
[[File:over air update.png]]<br />
<br />
Note: If you see that this update fails<br />
<br />
EG<br />
<br />
[[File:over air update fails.png]]<br />
<br />
restart IIS and try again. <br />
----<br />
<br />
CRMCodedPath (CodedPath) setting<br />
<br />
If your system does not allow http requests from with IIS to an outside/external address you can set the internal address within the web config<br />
<br />
<add key="CRMCodedPath" value="" /><br />
<br />
sample value<br />
<br />
http://localhost/crm/<br />
<br />
EG<br />
<add key="CRMCodedPath" value="http://yourserver/crm/" /><br />
<br />
NOTE: This value should exist already in the file (DO NOT ADD IN A NEW SETTING)<br />
----<br />
<br />
'''Manual Install of License'''<br />
<br />
The license for the Accelerator Platform is stored in the "../CustomPages/SageCRMWS/web.config" file.<br />
<br />
[[File:webconfiglicense.png]]<br />
<br />
This file can be edited via any text editor.<br />
<br />
The Key value is shown as follows:<br />
<br />
<add key="SageCRMAcceleratorLicense" value="NEYSu1WEtFsjkfreSknrbiYhmvO2Wq+3wBEGGAhhOEw="/><br />
<br />
The default license is for one (1) user for trial purposes only and is not included in any purchase. <br />
'''Please do not install on a live environment prior to any purchase as we cannot provide support without a purchase.'''<br />
<br />
From 4.3 the licensing has changed and the default license is<br />
<br />
<add key="SageCRMAcceleratorLicense" value="RRpvWW2H7F/TP1x+8JPom6YvLHXTdmVcRW8wVKenpcY="/><br />
<br />
To update your license replace the value setting with the license provided<br />
<br />
<add key="SageCRMAcceleratorLicense" value="yourlicensehere"/><br />
<br />
----<br />
<br />
Citrix<br />
<br />
Installing the Office add-on tools<br />
<br />
To install on Citrix you must log on the users as domain admins, run the install once them remove the user as domain admin.<br />
<br />
<br />
----<br />
<br />
Silent install of the outlook client (Useful to roll out via group policy)<br />
<br />
SetupAcceleratorOutlookAddin.exe IISAutoLogon=N /http://crm.yourserver.com/crm/eware.dll/go /silent /SUPPRESSMSGBOXES<br />
<br />
<br />
Mail Merge<br />
<br />
CustomMailMerge_Setup.exe /silent /SUPPRESSMSGBOXES<br />
----<br />
<br />
Terminal Services Client Installs<br />
<br />
You should select the option to only install for the current user.<br />
<br />
The current user must have rights to install the app (you may have to temporarily put them in the domain admins group). DO NOT "runas..." as this will only install the keys for the "runas..." user.<br />
<br />
<br />
----<br />
<br />
Web Services Setup<br />
<br />
[[File:webservice_settings.png]]<br />
<br />
Make sure that the CRM url can access the CRM web service<br />
<br />
<br />
----<br />
<br />
The user page in My CRM can be configured also as required by updating or adding in the keys<br />
<br />
a. Hide the MobileX download (Visible by default, set to Y to hide)<br />
<br />
<add key="HideMobileXDownload" value="Y" /><br />
<br />
a. Hide the Mail Merge app download (Visible by default, set to Y to hide)<br />
<br />
<add key="HideMailMergeDownload" value="Y" /><br />
<br />
a. Hide the AC Plus download (Visible by default, set to Y to hide)<br />
<br />
<add key="HideACPlusDownload" value="Y" /></div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2971New Releases2026-09-08T11:05:23Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)-365, MX and Pivot only<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
* Mail Merge added as custom action on Entities (requires the mail merge client be installed)<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
* drag-drop/ctrl-v to paste in files/images handled now (shows upload file dialog)<br />
* In app Merge to html templates (save as pdf etc)<br />
<br />
8th Sept 26 - Outlook add in only 2.4.4.8<br />
* Outlook clients updated to open links on the default browser <br />
* fix for custom uri's (EG mailto/Custommailmerge)<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2970New Releases2026-09-08T11:04:48Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)-365, MX and Pivot only<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
* Mail Merge added as custom action on Entities (requires the mail merge client be installed)<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
* drag-drop/ctrl-v to paste in files/images handled now (shows upload file dialog)<br />
<br />
8th Sept 26 - Outlook add in only 2.4.4.8<br />
* Outlook clients updated to open links on the default browser <br />
* fix for custom uri's (EG mailto/Custommailmerge)<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2969New Releases2026-09-08T10:28:48Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
* Mail Merge added as custom action on Entities<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
<br />
8th Sept 26 - Outlook add in only 2.4.4.8<br />
* Outlook clients updated to open links on the default browser <br />
* fix for custom uri's (EG mailto/Custommailmerge)<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Connections&diff=2968Connections2026-09-07T08:58:04Z<p>Sagecrmw: </p>
<hr />
<div>'''This page is to help you set up your Sage CRM connection'''<br />
<br />
When you first open the app it will prompt you to create a connection.<br />
<br />
Note: If running on the Office 365 add-in your CRM needs to be accessible from the internet and runs on https:// (SSL)<br />
<br />
EG<br />
<br />
https://crm.yourdomain.com/crm<br />
<br />
[[File:ac_connection1.png]]<br />
<br />
Click the PLUS (+) button and you will see a dialog<br />
<br />
[[File:ac_connection2.png]]<br />
<br />
1. <br />
Enter in your CRM url in one fo the formats<br />
<br />
* https://crm.yourserver.com/CRM/<br />
* http://yourserver/CRM/<br />
<br />
2. CRM Username<br />
<br />
3. CRM User password<br />
<br />
4. Remember me (stores the password)<br />
<br />
5. Connection name - Internal name<br />
<br />
6. Connection Caption - The text you see in the screen<br />
<br />
7. Enabled - Tab is not shown if not enabled<br />
<br />
8. Connect - Tries to login and saves the connection details<br />
<br />
<br />
=====<br />
<br />
'''Troubleshoot'''<br />
<br />
Help ref# 77342<br />
<br />
If you get a CORS issue like the image below<br />
<br />
[[File:ac_corsissue.png]]<br />
<br />
It could be an issue with your web.config in that it is missing the CORS xml code<br />
<br />
On your CRM server open "custompages/sagecrmws/web.config" and search for the "<system.webServer>" section. <br />
<br />
You should see a number of "Access-Control-Allow-..." options within the "<system.webServer>" section.<br />
<br />
<system.webServer><br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="*" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
....leave any code in between thats there already...and do not copy this line in :)<br />
</system.webServer><br />
<br />
'''If you do see it check that <br />
"Access-Control-Allow-Headers" <br />
has the value <br />
"Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization, X-MS-Proxy" <br />
set<br />
<br />
'''If you do not see it then add it in. '''<br />
<br />
Add in the section (OR UPDATE IT)<br />
<br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Headers" value="Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization, X-MS-Proxy" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
<add name="Vary" value="Origin" /><br />
</customHeaders><br />
</httpProtocol><br />
<br />
between<br />
<br />
<system.webServer><br />
<br />
and <br />
<br />
</system.webServer><br />
<br />
then after </httpProtocol> (THIS IS THE CLOSING TAG AND NOT THE OPENING ONE)add in<br />
<br />
<pre><br />
<rewrite><br />
<outboundRules><br />
<clear /><br />
<br />
<rule name="AddCrossDomainHeader"><br />
<match<br />
serverVariable="RESPONSE_Access_Control_Allow_Origin"<br />
pattern=".*"<br />
/><br />
<br />
<conditions logicalGrouping="MatchAll"><br />
<add<br />
input="{HTTP_ORIGIN}"<br />
pattern="^(capacitor://localhost|https?://localhost(:\d+)?|https?://(.+\.)?crmtogether\.com|https?://(.+\.)?msappproxy\.net|https?://(.+\.)?mail\.google\.com)$"<br />
/><br />
</conditions><br />
<br />
<action<br />
type="Rewrite"<br />
value="{HTTP_ORIGIN}"<br />
/><br />
</rule><br />
</outboundRules><br />
</rewrite><br />
</pre><br />
<br />
No need to restart IIS or anything. Just save the file.<br />
<br />
*** UPDATE: 2 July 2026 ***<br />
<br />
Changed the pattern to fix Native Android<br />
<br />
*** UPDATE: 17 March 2024 ***<br />
<br />
It appears that a wildcard header in the “Access-Control-Allow-Origin” header is no longer accepted. This causes a CORS issue and you cannot log in. <br />
We fixed this using the details above</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Connections&diff=2967Connections2026-09-07T08:56:17Z<p>Sagecrmw: </p>
<hr />
<div>'''This page is to help you set up your Sage CRM connection'''<br />
<br />
When you first open the app it will prompt you to create a connection.<br />
<br />
Note: If running on the Office 365 add-in your CRM needs to be accessible from the internet and runs on https:// (SSL)<br />
<br />
EG<br />
<br />
https://crm.yourdomain.com/crm<br />
<br />
[[File:ac_connection1.png]]<br />
<br />
Click the PLUS (+) button and you will see a dialog<br />
<br />
[[File:ac_connection2.png]]<br />
<br />
1. <br />
Enter in your CRM url in one fo the formats<br />
<br />
* https://crm.yourserver.com/CRM/<br />
* http://yourserver/CRM/<br />
<br />
2. CRM Username<br />
<br />
3. CRM User password<br />
<br />
4. Remember me (stores the password)<br />
<br />
5. Connection name - Internal name<br />
<br />
6. Connection Caption - The text you see in the screen<br />
<br />
7. Enabled - Tab is not shown if not enabled<br />
<br />
8. Connect - Tries to login and saves the connection details<br />
<br />
<br />
=====<br />
<br />
'''Troubleshoot'''<br />
<br />
Help ref# 77342<br />
<br />
If you get a CORS issue like the image below<br />
<br />
[[File:ac_corsissue.png]]<br />
<br />
It could be an issue with your web.config in that it is missing the CORS xml code<br />
<br />
On your CRM server open "custompages/sagecrmws/web.config" and search for the "<system.webServer>" section. <br />
<br />
You should see a number of "Access-Control-Allow-..." options within the "<system.webServer>" section.<br />
<br />
<system.webServer><br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="*" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
....leave any code in between thats there already...and do not copy this line in :)<br />
</system.webServer><br />
<br />
'''If you do see it check that <br />
"Access-Control-Allow-Headers" <br />
has the value <br />
"Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" <br />
set<br />
<br />
'''If you do not see it then add it in. '''<br />
<br />
Add in the section<br />
<br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Headers" value="Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization, X-MS-Proxy" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
<add name="Vary" value="Origin" /><br />
</customHeaders><br />
</httpProtocol><br />
<br />
between<br />
<br />
<system.webServer><br />
<br />
and <br />
<br />
</system.webServer><br />
<br />
then after </httpProtocol> (THIS IS THE CLOSING TAG AND NOT THE OPENING ONE)add in<br />
<br />
<pre><br />
<rewrite><br />
<outboundRules><br />
<clear /><br />
<br />
<rule name="AddCrossDomainHeader"><br />
<match<br />
serverVariable="RESPONSE_Access_Control_Allow_Origin"<br />
pattern=".*"<br />
/><br />
<br />
<conditions logicalGrouping="MatchAll"><br />
<add<br />
input="{HTTP_ORIGIN}"<br />
pattern="^(capacitor://localhost|https?://localhost(:\d+)?|https?://(.+\.)?crmtogether\.com|https?://(.+\.)?msappproxy\.net|https?://(.+\.)?mail\.google\.com)$"<br />
/><br />
</conditions><br />
<br />
<action<br />
type="Rewrite"<br />
value="{HTTP_ORIGIN}"<br />
/><br />
</rule><br />
</outboundRules><br />
</rewrite><br />
</pre><br />
<br />
No need to restart IIS or anything. Just save the file.<br />
<br />
*** UPDATE: 2 July 2026 ***<br />
<br />
Changed the pattern to fix Native Android<br />
<br />
*** UPDATE: 17 March 2024 ***<br />
<br />
It appears that a wildcard header in the “Access-Control-Allow-Origin” header is no longer accepted. This causes a CORS issue and you cannot log in. <br />
We fixed this using the details above</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Connections&diff=2966Connections2026-09-07T08:09:13Z<p>Sagecrmw: </p>
<hr />
<div>'''This page is to help you set up your Sage CRM connection'''<br />
<br />
When you first open the app it will prompt you to create a connection.<br />
<br />
Note: If running on the Office 365 add-in your CRM needs to be accessible from the internet and runs on https:// (SSL)<br />
<br />
EG<br />
<br />
https://crm.yourdomain.com/crm<br />
<br />
[[File:ac_connection1.png]]<br />
<br />
Click the PLUS (+) button and you will see a dialog<br />
<br />
[[File:ac_connection2.png]]<br />
<br />
1. <br />
Enter in your CRM url in one fo the formats<br />
<br />
* https://crm.yourserver.com/CRM/<br />
* http://yourserver/CRM/<br />
<br />
2. CRM Username<br />
<br />
3. CRM User password<br />
<br />
4. Remember me (stores the password)<br />
<br />
5. Connection name - Internal name<br />
<br />
6. Connection Caption - The text you see in the screen<br />
<br />
7. Enabled - Tab is not shown if not enabled<br />
<br />
8. Connect - Tries to login and saves the connection details<br />
<br />
<br />
=====<br />
<br />
'''Troubleshoot'''<br />
<br />
Help ref# 77342<br />
<br />
If you get a CORS issue like the image below<br />
<br />
[[File:ac_corsissue.png]]<br />
<br />
It could be an issue with your web.config in that it is missing the CORS xml code<br />
<br />
On your CRM server open "custompages/sagecrmws/web.config" and search for the "<system.webServer>" section. <br />
<br />
You should see a number of "Access-Control-Allow-..." options within the "<system.webServer>" section.<br />
<br />
<system.webServer><br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="*" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
....leave any code in between thats there already...and do not copy this line in :)<br />
</system.webServer><br />
<br />
'''If you do see it check that <br />
"Access-Control-Allow-Headers" <br />
has the value <br />
"Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" <br />
set<br />
<br />
'''If you do not see it then add it in. '''<br />
<br />
Add in the section<br />
<br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
<br />
between<br />
<br />
<system.webServer><br />
<br />
and <br />
<br />
</system.webServer><br />
<br />
then after </httpProtocol> (THIS IS THE CLOSING TAG AND NOT THE OPENING ONE)add in<br />
<br />
<pre><br />
<rewrite><br />
<outboundRules><br />
<clear /><br />
<br />
<rule name="AddCrossDomainHeader"><br />
<match<br />
serverVariable="RESPONSE_Access_Control_Allow_Origin"<br />
pattern=".*"<br />
/><br />
<br />
<conditions logicalGrouping="MatchAll"><br />
<add<br />
input="{HTTP_ORIGIN}"<br />
pattern="^(capacitor://localhost|https?://localhost(:\d+)?|https?://(.+\.)?crmtogether\.com|https?://(.+\.)?msappproxy\.net|https?://(.+\.)?mail\.google\.com)$"<br />
/><br />
</conditions><br />
<br />
<action<br />
type="Rewrite"<br />
value="{HTTP_ORIGIN}"<br />
/><br />
</rule><br />
</outboundRules><br />
</rewrite><br />
</pre><br />
<br />
No need to restart IIS or anything. Just save the file.<br />
<br />
*** UPDATE: 2 July 2026 ***<br />
<br />
Changed the pattern to fix Native Android<br />
<br />
*** UPDATE: 17 March 2024 ***<br />
<br />
It appears that a wildcard header in the “Access-Control-Allow-Origin” header is no longer accepted. This causes a CORS issue and you cannot log in. <br />
We fixed this using the details above</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Connections&diff=2965Connections2026-09-07T08:08:39Z<p>Sagecrmw: </p>
<hr />
<div>'''This page is to help you set up your Sage CRM connection'''<br />
<br />
When you first open the app it will prompt you to create a connection.<br />
<br />
Note: If running on the Office 365 add-in your CRM needs to be accessible from the internet and runs on https:// (SSL)<br />
<br />
EG<br />
<br />
https://crm.yourdomain.com/crm<br />
<br />
[[File:ac_connection1.png]]<br />
<br />
Click the PLUS (+) button and you will see a dialog<br />
<br />
[[File:ac_connection2.png]]<br />
<br />
1. <br />
Enter in your CRM url in one fo the formats<br />
<br />
* https://crm.yourserver.com/CRM/<br />
* http://yourserver/CRM/<br />
<br />
2. CRM Username<br />
<br />
3. CRM User password<br />
<br />
4. Remember me (stores the password)<br />
<br />
5. Connection name - Internal name<br />
<br />
6. Connection Caption - The text you see in the screen<br />
<br />
7. Enabled - Tab is not shown if not enabled<br />
<br />
8. Connect - Tries to login and saves the connection details<br />
<br />
<br />
=====<br />
<br />
'''Troubleshoot'''<br />
<br />
Help ref# 77342<br />
<br />
If you get a CORS issue like the image below<br />
<br />
[[File:ac_corsissue.png]]<br />
<br />
It could be an issue with your web.config in that it is missing the CORS xml code<br />
<br />
On your CRM server open "custompages/sagecrmws/web.config" and search for the "<system.webServer>" section. <br />
<br />
You should see a number of "Access-Control-Allow-..." options within the "<system.webServer>" section.<br />
<br />
<system.webServer><br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="*" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
....leave any code in between thats there already...and do not copy this line in :)<br />
</system.webServer><br />
<br />
'''If you do see it check that <br />
"Access-Control-Allow-Headers" <br />
has the value <br />
"Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" <br />
set<br />
<br />
'''If you do not see it then add it in. '''<br />
<br />
Add in the section<br />
<br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
<br />
between<br />
<br />
<system.webServer><br />
<br />
and <br />
<br />
</system.webServer><br />
<br />
then after </httpProtocol> (THIS IS THE CLOSING TAG AND NOT THE OPENING ONE)add in<br />
<br />
<syntaxhighlight lang="xml"><br />
<rewrite><br />
<outboundRules><br />
<clear /><br />
<br />
<rule name="AddCrossDomainHeader"><br />
<match<br />
serverVariable="RESPONSE_Access_Control_Allow_Origin"<br />
pattern=".*"<br />
/><br />
<br />
<conditions logicalGrouping="MatchAll"><br />
<add<br />
input="{HTTP_ORIGIN}"<br />
pattern="^(capacitor://localhost|https?://localhost(:\d+)?|https?://(.+\.)?crmtogether\.com|https?://(.+\.)?msappproxy\.net|https?://(.+\.)?mail\.google\.com)$"<br />
/><br />
</conditions><br />
<br />
<action<br />
type="Rewrite"<br />
value="{HTTP_ORIGIN}"<br />
/><br />
</rule><br />
</outboundRules><br />
</rewrite><br />
</syntaxhighlight><br />
<br />
No need to restart IIS or anything. Just save the file.<br />
<br />
*** UPDATE: 2 July 2026 ***<br />
<br />
Changed the pattern to fix Native Android<br />
<br />
*** UPDATE: 17 March 2024 ***<br />
<br />
It appears that a wildcard header in the “Access-Control-Allow-Origin” header is no longer accepted. This causes a CORS issue and you cannot log in. <br />
We fixed this using the details above</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Connections&diff=2964Connections2026-09-07T08:07:34Z<p>Sagecrmw: </p>
<hr />
<div>'''This page is to help you set up your Sage CRM connection'''<br />
<br />
When you first open the app it will prompt you to create a connection.<br />
<br />
Note: If running on the Office 365 add-in your CRM needs to be accessible from the internet and runs on https:// (SSL)<br />
<br />
EG<br />
<br />
https://crm.yourdomain.com/crm<br />
<br />
[[File:ac_connection1.png]]<br />
<br />
Click the PLUS (+) button and you will see a dialog<br />
<br />
[[File:ac_connection2.png]]<br />
<br />
1. <br />
Enter in your CRM url in one fo the formats<br />
<br />
* https://crm.yourserver.com/CRM/<br />
* http://yourserver/CRM/<br />
<br />
2. CRM Username<br />
<br />
3. CRM User password<br />
<br />
4. Remember me (stores the password)<br />
<br />
5. Connection name - Internal name<br />
<br />
6. Connection Caption - The text you see in the screen<br />
<br />
7. Enabled - Tab is not shown if not enabled<br />
<br />
8. Connect - Tries to login and saves the connection details<br />
<br />
<br />
=====<br />
<br />
'''Troubleshoot'''<br />
<br />
Help ref# 77342<br />
<br />
If you get a CORS issue like the image below<br />
<br />
[[File:ac_corsissue.png]]<br />
<br />
It could be an issue with your web.config in that it is missing the CORS xml code<br />
<br />
On your CRM server open "custompages/sagecrmws/web.config" and search for the "<system.webServer>" section. <br />
<br />
You should see a number of "Access-Control-Allow-..." options within the "<system.webServer>" section.<br />
<br />
<system.webServer><br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="*" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
....leave any code in between thats there already...and do not copy this line in :)<br />
</system.webServer><br />
<br />
'''If you do see it check that <br />
"Access-Control-Allow-Headers" <br />
has the value <br />
"Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" <br />
set<br />
<br />
'''If you do not see it then add it in. '''<br />
<br />
Add in the section<br />
<br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
<br />
between<br />
<br />
<system.webServer><br />
<br />
and <br />
<br />
</system.webServer><br />
<br />
then after </httpProtocol> (THIS IS THE CLOSING TAG AND NOT THE OPENING ONE)add in<br />
<br />
<rewrite><br />
<outboundRules><br />
<clear /><br />
<br />
<rule name="AddCrossDomainHeader"><br />
<match<br />
serverVariable="RESPONSE_Access_Control_Allow_Origin"<br />
pattern=".*"<br />
/><br />
<br />
<conditions logicalGrouping="MatchAll"><br />
<add<br />
input="{HTTP_ORIGIN}"<br />
pattern="^(capacitor://localhost|https?://localhost(:\d+)?|https?://(.+\.)?crmtogether\.com|https?://(.+\.)?msappproxy\.net|https?://(.+\.)?mail\.google\.com)$"<br />
/><br />
</conditions><br />
<br />
<action<br />
type="Rewrite"<br />
value="{HTTP_ORIGIN}"<br />
/><br />
</rule><br />
</outboundRules><br />
</rewrite><br />
<br />
No need to restart IIS or anything. Just save the file.<br />
<br />
*** UPDATE: 2 July 2026 ***<br />
<br />
Changed the pattern to fix Native Android<br />
<br />
*** UPDATE: 17 March 2024 ***<br />
<br />
It appears that a wildcard header in the “Access-Control-Allow-Origin” header is no longer accepted. This causes a CORS issue and you cannot log in. <br />
We fixed this using the details above</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Connections&diff=2963Connections2026-09-07T08:05:43Z<p>Sagecrmw: </p>
<hr />
<div>'''This page is to help you set up your Sage CRM connection'''<br />
<br />
When you first open the app it will prompt you to create a connection.<br />
<br />
Note: If running on the Office 365 add-in your CRM needs to be accessible from the internet and runs on https:// (SSL)<br />
<br />
EG<br />
<br />
https://crm.yourdomain.com/crm<br />
<br />
[[File:ac_connection1.png]]<br />
<br />
Click the PLUS (+) button and you will see a dialog<br />
<br />
[[File:ac_connection2.png]]<br />
<br />
1. <br />
Enter in your CRM url in one fo the formats<br />
<br />
* https://crm.yourserver.com/CRM/<br />
* http://yourserver/CRM/<br />
<br />
2. CRM Username<br />
<br />
3. CRM User password<br />
<br />
4. Remember me (stores the password)<br />
<br />
5. Connection name - Internal name<br />
<br />
6. Connection Caption - The text you see in the screen<br />
<br />
7. Enabled - Tab is not shown if not enabled<br />
<br />
8. Connect - Tries to login and saves the connection details<br />
<br />
<br />
=====<br />
<br />
'''Troubleshoot'''<br />
<br />
Help ref# 77342<br />
<br />
If you get a CORS issue like the image below<br />
<br />
[[File:ac_corsissue.png]]<br />
<br />
It could be an issue with your web.config in that it is missing the CORS xml code<br />
<br />
On your CRM server open "custompages/sagecrmws/web.config" and search for the "<system.webServer>" section. <br />
<br />
You should see a number of "Access-Control-Allow-..." options within the "<system.webServer>" section.<br />
<br />
<system.webServer><br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="*" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
....leave any code in between thats there already...and do not copy this line in :)<br />
</system.webServer><br />
<br />
'''If you do see it check that <br />
"Access-Control-Allow-Headers" <br />
has the value <br />
"Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" <br />
set<br />
<br />
'''If you do not see it then add it in. '''<br />
<br />
Add in the section<br />
<br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
<br />
between<br />
<br />
<system.webServer><br />
<br />
and <br />
<br />
</system.webServer><br />
<br />
then after </httpProtocol> (THIS IS THE CLOSING TAG AND NOT THE OPENING ONE)add in<br />
<br />
<rewrite><br />
<outboundRules><br />
<clear /><br />
<rule name="AddCrossDomainHeader"><br />
<match serverVariable="RESPONSE_Access_Control_Allow_Origin" pattern=".*" /> <conditions logicalGrouping="MatchAll"><br />
<add input="{HTTP_ORIGIN}"<br />
pattern="^(capacitor://localhost|https?://localhost(:\d+)?|https?://(.+\.)?crmtogether\.com|https?://(.+\.)?msappproxy\.net|https?://(.+\.)?mail\.google\.com)$" /><br />
</conditions> <action type="Rewrite" value="{HTTP_ORIGIN}" /><br />
</rule> </outboundRules><br />
</rewrite><br />
<br />
No need to restart IIS or anything. Just save the file.<br />
<br />
*** UPDATE: 2 July 2026 ***<br />
<br />
Changed the pattern to fix Native Android<br />
<br />
*** UPDATE: 17 March 2024 ***<br />
<br />
It appears that a wildcard header in the “Access-Control-Allow-Origin” header is no longer accepted. This causes a CORS issue and you cannot log in. <br />
We fixed this using the details above</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Connections&diff=2962Connections2026-09-07T08:05:25Z<p>Sagecrmw: </p>
<hr />
<div>'''This page is to help you set up your Sage CRM connection'''<br />
<br />
When you first open the app it will prompt you to create a connection.<br />
<br />
Note: If running on the Office 365 add-in your CRM needs to be accessible from the internet and runs on https:// (SSL)<br />
<br />
EG<br />
<br />
https://crm.yourdomain.com/crm<br />
<br />
[[File:ac_connection1.png]]<br />
<br />
Click the PLUS (+) button and you will see a dialog<br />
<br />
[[File:ac_connection2.png]]<br />
<br />
1. <br />
Enter in your CRM url in one fo the formats<br />
<br />
* https://crm.yourserver.com/CRM/<br />
* http://yourserver/CRM/<br />
<br />
2. CRM Username<br />
<br />
3. CRM User password<br />
<br />
4. Remember me (stores the password)<br />
<br />
5. Connection name - Internal name<br />
<br />
6. Connection Caption - The text you see in the screen<br />
<br />
7. Enabled - Tab is not shown if not enabled<br />
<br />
8. Connect - Tries to login and saves the connection details<br />
<br />
<br />
=====<br />
<br />
'''Troubleshoot'''<br />
<br />
Help ref# 77342<br />
<br />
If you get a CORS issue like the image below<br />
<br />
[[File:ac_corsissue.png]]<br />
<br />
It could be an issue with your web.config in that it is missing the CORS xml code<br />
<br />
On your CRM server open "custompages/sagecrmws/web.config" and search for the "<system.webServer>" section. <br />
<br />
You should see a number of "Access-Control-Allow-..." options within the "<system.webServer>" section.<br />
<br />
<system.webServer><br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="*" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
....leave any code in between thats there already...and do not copy this line in :)<br />
</system.webServer><br />
<br />
'''If you do see it check that <br />
"Access-Control-Allow-Headers" <br />
has the value <br />
"Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" <br />
set<br />
<br />
'''If you do not see it then add it in. '''<br />
<br />
Add in the section<br />
<br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
<br />
between<br />
<br />
<system.webServer><br />
<br />
and <br />
<br />
</system.webServer><br />
<br />
then after </httpProtocol> (THIS IS THE CLOSING TAG AND NOT THE OPENING ONE)add in<br />
<br />
<rewrite><br />
<outboundRules><br />
<clear /><br />
<rule name="AddCrossDomainHeader"><br />
<match serverVariable="RESPONSE_Access_Control_Allow_Origin" pattern=".*" /><br />
<conditions logicalGrouping="MatchAll"><br />
<add input="{HTTP_ORIGIN}"<br />
pattern="^(capacitor://localhost|https?://localhost(:\d+)?|https?://(.+\.)?crmtogether\.com|https?://(.+\.)?msappproxy\.net|https?://(.+\.)?mail\.google\.com)$" /><br />
</conditions><br />
<action type="Rewrite" value="{HTTP_ORIGIN}" /><br />
</rule><br />
</outboundRules><br />
</rewrite><br />
<br />
No need to restart IIS or anything. Just save the file.<br />
<br />
*** UPDATE: 2 July 2026 ***<br />
<br />
Changed the pattern to fix Native Android<br />
<br />
*** UPDATE: 17 March 2024 ***<br />
<br />
It appears that a wildcard header in the “Access-Control-Allow-Origin” header is no longer accepted. This causes a CORS issue and you cannot log in. <br />
We fixed this using the details above</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Connections&diff=2961Connections2026-09-07T08:05:09Z<p>Sagecrmw: </p>
<hr />
<div>'''This page is to help you set up your Sage CRM connection'''<br />
<br />
When you first open the app it will prompt you to create a connection.<br />
<br />
Note: If running on the Office 365 add-in your CRM needs to be accessible from the internet and runs on https:// (SSL)<br />
<br />
EG<br />
<br />
https://crm.yourdomain.com/crm<br />
<br />
[[File:ac_connection1.png]]<br />
<br />
Click the PLUS (+) button and you will see a dialog<br />
<br />
[[File:ac_connection2.png]]<br />
<br />
1. <br />
Enter in your CRM url in one fo the formats<br />
<br />
* https://crm.yourserver.com/CRM/<br />
* http://yourserver/CRM/<br />
<br />
2. CRM Username<br />
<br />
3. CRM User password<br />
<br />
4. Remember me (stores the password)<br />
<br />
5. Connection name - Internal name<br />
<br />
6. Connection Caption - The text you see in the screen<br />
<br />
7. Enabled - Tab is not shown if not enabled<br />
<br />
8. Connect - Tries to login and saves the connection details<br />
<br />
<br />
=====<br />
<br />
'''Troubleshoot'''<br />
<br />
Help ref# 77342<br />
<br />
If you get a CORS issue like the image below<br />
<br />
[[File:ac_corsissue.png]]<br />
<br />
It could be an issue with your web.config in that it is missing the CORS xml code<br />
<br />
On your CRM server open "custompages/sagecrmws/web.config" and search for the "<system.webServer>" section. <br />
<br />
You should see a number of "Access-Control-Allow-..." options within the "<system.webServer>" section.<br />
<br />
<system.webServer><br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="*" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
....leave any code in between thats there already...and do not copy this line in :)<br />
</system.webServer><br />
<br />
'''If you do see it check that <br />
"Access-Control-Allow-Headers" <br />
has the value <br />
"Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" <br />
set<br />
<br />
'''If you do not see it then add it in. '''<br />
<br />
Add in the section<br />
<br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
<br />
between<br />
<br />
<system.webServer><br />
<br />
and <br />
<br />
</system.webServer><br />
<br />
then after </httpProtocol> (THIS IS THE CLOSING TAG AND NOT THE OPENING ONE)add in<br />
<br />
<rewrite><br />
<outboundRules><br />
<clear /><br />
<rule name="AddCrossDomainHeader"><br />
<match serverVariable="RESPONSE_Access_Control_Allow_Origin" pattern=".*" /><br />
<br />
<br />
<conditions logicalGrouping="MatchAll"><br />
<add input="{HTTP_ORIGIN}"<br />
pattern="^(capacitor://localhost|https?://localhost(:\d+)?|https?://(.+\.)?crmtogether\.com|https?://(.+\.)?msappproxy\.net|https?://(.+\.)?mail\.google\.com)$" /><br />
</conditions><br />
<br />
<action type="Rewrite" value="{HTTP_ORIGIN}" /><br />
</rule><br />
</outboundRules><br />
</rewrite><br />
<br />
No need to restart IIS or anything. Just save the file.<br />
<br />
*** UPDATE: 2 July 2026 ***<br />
<br />
Changed the pattern to fix Native Android<br />
<br />
*** UPDATE: 17 March 2024 ***<br />
<br />
It appears that a wildcard header in the “Access-Control-Allow-Origin” header is no longer accepted. This causes a CORS issue and you cannot log in. <br />
We fixed this using the details above</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2960New Releases2026-08-26T18:29:47Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
* Mail Merge added as custom action on Entities<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
<br />
25 Aug 26 - 6.0.2.9<br />
* Over air api update. Second Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email-this time for custom entities<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2959New Releases2026-08-25T10:43:36Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
* Mail Merge added as custom action on Entities<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
<br />
25 Aug 26 - 6.0.2.8<br />
* Over air api update. Fix for bug introduced in 6.0.2.7 where filing email was not setting cmli_comm_personid that matches the sender email<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2958New Releases2026-08-24T12:38:36Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....Sept 26<br />
<br />
* Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
* Improved library error when file is not found<br />
* Fix for lists menu missing on wider devices (EG on ipad)<br />
* Notes - you can add and edit these now<br />
* History screen UI update <br />
* Outlook Calendar Integration - connect your Outlook calendar and add to CRM (or from CRM to Outlook)<br />
* new screen CompanyOfficeIntAppt will allow you define what is set in the appt body<br />
* Email inputs are smarter now extracting the email from the text<br />
* Using AI to read the signature/email better. User must submit this manually<br />
* Mail Merge added as custom action on Entities<br />
* Sage CRM setting 'UserUseAMPM' now used in Time picker<br />
* Improved how read mode/less looks on select screen<br />
* message out/in - added into metadata - this is used in the log call screen when you select the message option. This can be manually added to CRM as a comm_action option. <br />
* transcribe button added to text areas<br />
* Add task allows you transcribe and record this and upload the file (.webm format) <br />
* In library file formats can have a custom action (EG webm has a play button)<br />
* Company and Person image pickers are available<br />
<br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2957New Releases2026-08-19T09:27:51Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....<br />
<br />
Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
<br />
19 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2956New Releases2026-08-19T09:27:36Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....<br />
<br />
Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
<br />
10 Aug 26<br />
* New outlook add in . 2.4.4.7 to try address some grey screen issues<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Summary_Screens&diff=2955Summary Screens2026-08-10T15:44:21Z<p>Sagecrmw: </p>
<hr />
<div>Summary screens show a top area with an icon and some data.<br />
<br />
At a glance, a user will be able to see the state of an entity. <br />
<br />
* Note: Empty fields will not display on the screen. <br />
<br />
Company and person summary for example shows the title plus the communications count in the last year and the open opportunities and cases. <br />
<br />
[[File:summary1.jpg]]<br />
<br />
The entity icon is on the left of the screen. <br />
<br />
The information is in the center and on the right of the screen we have the option to toggle the bookmark. <br />
<br />
Below this area we have the tabs.<br />
<br />
[[File:summary2.jpg]]<br />
<br />
Hover your mouse over the icon to see the caption. If the tabs are too many you will see the <> icons to navigate across. <br />
<br />
[[File:summary3.jpg]]<br />
<br />
Screens are made up of sections. <br />
Section fields are usually controlled from CRM via the <br />
<br />
ENTITYofficeint<br />
<br />
screen. If using a custom entity you will have to create this screen. <br />
The exception is the Phone, Email and Address screens. <br />
<br />
-----<br />
<br />
Links<br />
<br />
Text links (usually in green) will open full CRM in a new tab.<br />
<br />
Images usually navigate within the task pane. The exception is the "External" link icon which can be seen in the section header.<br />
<br />
Note that "external" links replace the Sage CRM webservice SID with the one that is active in the live CRM. Users need to log into Sage CRM in their default browser. This is required to work with the Sage CRM security settings (IP address checking and Browser sessionsecurity)<br />
* This can be turned off by adding in a new value to the custompages/sagecrmws/web.config called "securityoff" and the value set to "true". You also then need to disable the Sage CRM security settings (IP address checking and Browser sessionsecurity).<br />
<br />
-----<br />
Customizing<br />
<br />
A. The Summary screen is in the format<br />
<br />
ENTITYOfficeInt<br />
<br />
and can be edited in CRM. <br />
<br />
On the Company summary screen the phone and email display all values. <br />
<br />
For the person section, you can edit this using the screen<br />
<br />
PersonOfficeIntSmall<br />
<br />
in CRM. <br />
<br />
B. Customising Top Content <br />
<br />
When including a custom entity by default only the field <br />
<br />
prefix_name<br />
<br />
will be shown. <br />
You can control this area though by creating a screen in CRM on the entity in the format<br />
<br />
ENTITYOfficeIntTop<br />
<br />
and up to the first 3 fields (only) will be displayed. <br />
<br />
EG <br />
<br />
[[File:summary4.jpg]]<br />
<br />
and this is how it would look<br />
<br />
[[File:summary5.jpg]]<br />
<br />
C.<br />
You can create sections on your summary screen but creating a screen in the format<br />
<br />
ENTITYOfficeIntN<br />
<br />
Where N is a number. The value in N starts at 1 and must continue in values of 1.<br />
<br />
For Example you might want to display ERP fields in an ERP section on a company so you would create a screen called "CompanyOfficeInt1". The "Screen Caption" is also used as the header. You add in whatever fields you want there. <br />
<br />
If you then also wanted to create a section with SLA data you could then create a screen called "CompanyOfficeInt2" and you add whatever fields you want in that.<br />
<br />
Screens in CRM<br />
<br />
[[File:companyofficeint99.png]]<br />
<br />
Screens in Accelerator<br />
<br />
[[File:companyofficeint100.png]]<br />
<br />
D. Custom Content support<br />
<br />
[[File:customcontent.png]]<br />
<br />
This is included now on the bottom of the screen (section in the Accelerator UI).<br />
<br />
Please note. If you had a script like this (below) that has a button that has a click event you must put in a pointer at the global level. <br />
EG<br />
window.globalmethodname= methodname;<br />
<br />
EG<br />
<code><br />
<script><br />
function sayHi(sender) {<br />
alert('Hello '+sender);<br />
}<br />
setTimeout(sayHi, 1000, 'bob');<br />
window.sayHi= sayHi;<br />
</script><br />
<button onclick="sayHi('frank')">push me</button><br />
</code><br />
<br />
E. Create Scripts<br />
These can now we used to change the colours on the display of the AC screens.<br />
<br />
The styles for the field "caption" and "value" can be set using<br />
<br />
* ValueStyle<br />
* CaptionStyle<br />
<br />
EG<br />
ValueStyle='background-color:red';<br />
CaptionStyle='background-color:blue';<br />
<br />
[[File:opposummarypriority.png]]<br />
<br />
The field value can also be accessed<br />
<br />
EG<br />
if (Value.amount>20)<br />
ValueStyle='background-color:green';<br />
else<br />
ValueStyle='background-color:blue';<br />
<br />
[[File:opposummaryforecast.png]]<br />
<br />
Example of how the screen would look<br />
<br />
[[File:opposummary.png]]<br />
<br />
All items <br />
<br />
* ValueStyle<br />
* CaptionStyle<br />
* DisplayValue<br />
* Hidden<br />
* Caption<br />
* Value<br />
* Values('fieldname') -coming in Sept 2026<br />
* DisplayComponentType<br />
<br />
== Valid componentType values ==<br />
<br />
{| class="wikitable"<br />
! componentType !! Renders as<br />
|-<br />
| <code>MyFormInput</code> || Single-line text input<br />
|-<br />
| <code>MyFormInputPlain</code> || Plain text input (no extra chrome)<br />
|-<br />
| <code>MyFormSelect</code> || Dropdown/select<br />
|-<br />
| <code>MyFormSelectMultiple</code> || Multi-select dropdown<br />
|-<br />
| <code>MyFormAutocomplete</code> || Autocomplete input<br />
|-<br />
| <code>MyFormAutoCompleteCreatio</code> || Creatio-specific autocomplete<br />
|-<br />
| <code>MyFormRemoteLookup</code> || Remote/server-backed lookup field<br />
|-<br />
| <code>MyFormCheckbox</code> || Checkbox<br />
|-<br />
| <code>MyFormSwitch</code> || Toggle switch<br />
|-<br />
| <code>MyFormRadioGroup</code> || Radio button group<br />
|-<br />
| <code>MyFormDate</code> || Date picker<br />
|-<br />
| <code>MyFormDateTime</code> || Date + time picker<br />
|-<br />
| <code>MyFormTime</code> || Time picker<br />
|-<br />
| <code>MyFormNumber</code> || Numeric input<br />
|-<br />
| <code>MyFormCurrency</code> || Currency-formatted input<br />
|-<br />
| <code>MyFormURL</code> (alias <code>MyFormUrl</code>) || Link/URL<br />
|-<br />
| <code>MyFormPhone</code> || Phone number (click-to-call)<br />
|-<br />
| <code>MyFormEmail</code> || Email (click-to-compose)<br />
|-<br />
| <code>MyFormTextArea</code> || Multi-line text area<br />
|-<br />
| <code>MyFormPassword</code> || Password input<br />
|-<br />
| <code>MyFormUserName</code> || Username field<br />
|-<br />
| <code>MyFormSignature</code> || Signature capture<br />
|-<br />
| <code>MyFormLabelOnly</code> || Read-only label, no input<br />
|-<br />
| <code>MyFormDivider</code> || Visual section divider<br />
|-<br />
| <code>MyFormHTMLViewer</code> || Rendered HTML block<br />
|}<br />
<br />
'''Notes:'''<br />
* <code>MyFormUrl</code> (lowercase "rl") is an alias that resolves to the same component as <code>MyFormURL</code> — both are valid.</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Summary_Screens&diff=2954Summary Screens2026-08-10T15:43:00Z<p>Sagecrmw: </p>
<hr />
<div>Summary screens show a top area with an icon and some data.<br />
<br />
At a glance, a user will be able to see the state of an entity. <br />
<br />
* Note: Empty fields will not display on the screen. <br />
<br />
Company and person summary for example shows the title plus the communications count in the last year and the open opportunities and cases. <br />
<br />
[[File:summary1.jpg]]<br />
<br />
The entity icon is on the left of the screen. <br />
<br />
The information is in the center and on the right of the screen we have the option to toggle the bookmark. <br />
<br />
Below this area we have the tabs.<br />
<br />
[[File:summary2.jpg]]<br />
<br />
Hover your mouse over the icon to see the caption. If the tabs are too many you will see the <> icons to navigate across. <br />
<br />
[[File:summary3.jpg]]<br />
<br />
Screens are made up of sections. <br />
Section fields are usually controlled from CRM via the <br />
<br />
ENTITYofficeint<br />
<br />
screen. If using a custom entity you will have to create this screen. <br />
The exception is the Phone, Email and Address screens. <br />
<br />
-----<br />
<br />
Links<br />
<br />
Text links (usually in green) will open full CRM in a new tab.<br />
<br />
Images usually navigate within the task pane. The exception is the "External" link icon which can be seen in the section header.<br />
<br />
Note that "external" links replace the Sage CRM webservice SID with the one that is active in the live CRM. Users need to log into Sage CRM in their default browser. This is required to work with the Sage CRM security settings (IP address checking and Browser sessionsecurity)<br />
* This can be turned off by adding in a new value to the custompages/sagecrmws/web.config called "securityoff" and the value set to "true". You also then need to disable the Sage CRM security settings (IP address checking and Browser sessionsecurity).<br />
<br />
-----<br />
Customizing<br />
<br />
A. The Summary screen is in the format<br />
<br />
ENTITYOfficeInt<br />
<br />
and can be edited in CRM. <br />
<br />
On the Company summary screen the phone and email display all values. <br />
<br />
For the person section, you can edit this using the screen<br />
<br />
PersonOfficeIntSmall<br />
<br />
in CRM. <br />
<br />
B. Customising Top Content <br />
<br />
When including a custom entity by default only the field <br />
<br />
prefix_name<br />
<br />
will be shown. <br />
You can control this area though by creating a screen in CRM on the entity in the format<br />
<br />
ENTITYOfficeIntTop<br />
<br />
and up to the first 3 fields (only) will be displayed. <br />
<br />
EG <br />
<br />
[[File:summary4.jpg]]<br />
<br />
and this is how it would look<br />
<br />
[[File:summary5.jpg]]<br />
<br />
C.<br />
You can create sections on your summary screen but creating a screen in the format<br />
<br />
ENTITYOfficeIntN<br />
<br />
Where N is a number. The value in N starts at 1 and must continue in values of 1.<br />
<br />
For Example you might want to display ERP fields in an ERP section on a company so you would create a screen called "CompanyOfficeInt1". The "Screen Caption" is also used as the header. You add in whatever fields you want there. <br />
<br />
If you then also wanted to create a section with SLA data you could then create a screen called "CompanyOfficeInt2" and you add whatever fields you want in that.<br />
<br />
Screens in CRM<br />
<br />
[[File:companyofficeint99.png]]<br />
<br />
Screens in Accelerator<br />
<br />
[[File:companyofficeint100.png]]<br />
<br />
D. Custom Content support<br />
<br />
[[File:customcontent.png]]<br />
<br />
This is included now on the bottom of the screen (section in the Accelerator UI).<br />
<br />
Please note. If you had a script like this (below) that has a button that has a click event you must put in a pointer at the global level. <br />
EG<br />
window.globalmethodname= methodname;<br />
<br />
EG<br />
<code><br />
<script><br />
function sayHi(sender) {<br />
alert('Hello '+sender);<br />
}<br />
setTimeout(sayHi, 1000, 'bob');<br />
window.sayHi= sayHi;<br />
</script><br />
<button onclick="sayHi('frank')">push me</button><br />
</code><br />
<br />
E. Create Scripts<br />
These can now we used to change the colours on the display of the AC screens.<br />
<br />
The styles for the field "caption" and "value" can be set using<br />
<br />
* ValueStyle<br />
* CaptionStyle<br />
<br />
EG<br />
ValueStyle='background-color:red';<br />
CaptionStyle='background-color:blue';<br />
<br />
[[File:opposummarypriority.png]]<br />
<br />
The field value can also be accessed<br />
<br />
EG<br />
if (Value.amount>20)<br />
ValueStyle='background-color:green';<br />
else<br />
ValueStyle='background-color:blue';<br />
<br />
[[File:opposummaryforecast.png]]<br />
<br />
Example of how the screen would look<br />
<br />
[[File:opposummary.png]]<br />
<br />
All items <br />
<br />
* ValueStyle<br />
* CaptionStyle<br />
* DisplayValue<br />
* Hidden<br />
* Caption<br />
* Value<br />
* Values('fieldname') -coming in Sept 2026<br />
* DisplayComponentType<br />
<br />
== Valid componentType values ==<br />
<br />
Based on the canonical map in <code>src/components/FormElements/formElementAsyncComponents.js</code>, used by <code>MyForm.vue</code>'s <code>:is="componentType"</code>. Cross-checked against every <code>componentType</code> value actually present in the metadata/data files in the repo.<br />
<br />
{| class="wikitable"<br />
! componentType !! Renders as<br />
|-<br />
| <code>MyFormInput</code> || Single-line text input<br />
|-<br />
| <code>MyFormInputPlain</code> || Plain text input (no extra chrome)<br />
|-<br />
| <code>MyFormSelect</code> || Dropdown/select<br />
|-<br />
| <code>MyFormSelectMultiple</code> || Multi-select dropdown<br />
|-<br />
| <code>MyFormAutocomplete</code> || Autocomplete input<br />
|-<br />
| <code>MyFormAutoCompleteCreatio</code> || Creatio-specific autocomplete<br />
|-<br />
| <code>MyFormRemoteLookup</code> || Remote/server-backed lookup field<br />
|-<br />
| <code>MyFormCheckbox</code> || Checkbox<br />
|-<br />
| <code>MyFormSwitch</code> || Toggle switch<br />
|-<br />
| <code>MyFormRadioGroup</code> || Radio button group<br />
|-<br />
| <code>MyFormDate</code> || Date picker<br />
|-<br />
| <code>MyFormDateTime</code> || Date + time picker<br />
|-<br />
| <code>MyFormTime</code> || Time picker<br />
|-<br />
| <code>MyFormNumber</code> || Numeric input<br />
|-<br />
| <code>MyFormCurrency</code> || Currency-formatted input<br />
|-<br />
| <code>MyFormURL</code> (alias <code>MyFormUrl</code>) || Link/URL<br />
|-<br />
| <code>MyFormPhone</code> || Phone number (click-to-call)<br />
|-<br />
| <code>MyFormEmail</code> || Email (click-to-compose)<br />
|-<br />
| <code>MyFormTextArea</code> || Multi-line text area<br />
|-<br />
| <code>MyFormPassword</code> || Password input<br />
|-<br />
| <code>MyFormUserName</code> || Username field<br />
|-<br />
| <code>MyFormSignature</code> || Signature capture<br />
|-<br />
| <code>MyFormLabelOnly</code> || Read-only label, no input<br />
|-<br />
| <code>MyFormDivider</code> || Visual section divider<br />
|-<br />
| <code>MyFormHTMLViewer</code> || Rendered HTML block<br />
|}<br />
<br />
'''Notes:'''<br />
* <code>MyFormUrl</code> (lowercase "rl") is an alias that resolves to the same component as <code>MyFormURL</code> — both are valid, but data in the repo (e.g. <code>sage300_defaultmetadata.json</code>) is inconsistent about which casing is used, so both spellings should be documented as acceptable.<br />
* <code>DisplayComponentType</code> (the property name used in <code>createscript</code>, e.g. <code>DisplayComponentType="MyFormUrl";</code>) does not appear anywhere in the frontend codebase — only <code>componentType</code> (from the JSON payload) is actually consumed by <code>MyForm.vue</code> and <code>EntityViewX.vue</code>. Whatever server-side logic sets <code>DisplayComponentType</code> should use exactly the values listed above.</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2953New Releases2026-08-03T15:17:02Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....<br />
<br />
Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
29th-31st July 2026 Outlook add in updates<br />
* An edge update broke the add in. See https://crmtogether.com/edge-update-breaking-local-installed-add-ins/<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2952New Releases2026-07-31T10:51:08Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....<br />
<br />
Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
<br />
<br />
31st July 2026<br />
-Mail Merge client updates - Version 4.7.7.5<br />
* Reply and Reply all were including attachments. This is incorrect so this no longer happens. Only Forward includes attachments. <br />
* For the top header with the original FROM, TO etc We are now using the translation from the caption Family =Email and Code= replytemplatehtml and forwardtemplatehtml<br />
* Sent date on the header is now formatted like Outlook (Example Sent: Wednesday 29 July 2026 12:58)<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Connections&diff=2951Connections2026-07-02T10:06:15Z<p>Sagecrmw: </p>
<hr />
<div>'''This page is to help you set up your Sage CRM connection'''<br />
<br />
When you first open the app it will prompt you to create a connection.<br />
<br />
Note: If running on the Office 365 add-in your CRM needs to be accessible from the internet and runs on https:// (SSL)<br />
<br />
EG<br />
<br />
https://crm.yourdomain.com/crm<br />
<br />
[[File:ac_connection1.png]]<br />
<br />
Click the PLUS (+) button and you will see a dialog<br />
<br />
[[File:ac_connection2.png]]<br />
<br />
1. <br />
Enter in your CRM url in one fo the formats<br />
<br />
* https://crm.yourserver.com/CRM/<br />
* http://yourserver/CRM/<br />
<br />
2. CRM Username<br />
<br />
3. CRM User password<br />
<br />
4. Remember me (stores the password)<br />
<br />
5. Connection name - Internal name<br />
<br />
6. Connection Caption - The text you see in the screen<br />
<br />
7. Enabled - Tab is not shown if not enabled<br />
<br />
8. Connect - Tries to login and saves the connection details<br />
<br />
<br />
=====<br />
<br />
'''Troubleshoot'''<br />
<br />
Help ref# 77342<br />
<br />
If you get a CORS issue like the image below<br />
<br />
[[File:ac_corsissue.png]]<br />
<br />
It could be an issue with your web.config in that it is missing the CORS xml code<br />
<br />
On your CRM server open "custompages/sagecrmws/web.config" and search for the "<system.webServer>" section. <br />
<br />
You should see a number of "Access-Control-Allow-..." options within the "<system.webServer>" section.<br />
<br />
<system.webServer><br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="*" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
....leave any code in between thats there already...and do not copy this line in :)<br />
</system.webServer><br />
<br />
'''If you do see it check that <br />
"Access-Control-Allow-Headers" <br />
has the value <br />
"Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" <br />
set<br />
<br />
'''If you do not see it then add it in. '''<br />
<br />
Add in the section<br />
<br />
<httpProtocol><br />
<customHeaders><br />
<add name="Access-Control-Allow-Origin" value="*" /><br />
<add name="Access-Control-Allow-Headers" value="Content-type, App-Mode, App-Capacitor-Platform, App-Connector, App-Container, App-version, Authorization" /><br />
<add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" /><br />
<add name="Access-Control-Allow-Credentials" value="true" /><br />
<add name="Access-Control-Allow-Private-Network" value="true" /><br />
</customHeaders><br />
</httpProtocol><br />
<br />
between<br />
<br />
<system.webServer><br />
<br />
and <br />
<br />
</system.webServer><br />
<br />
then after </httpProtocol> (THIS IS THE CLOSING TAG AND NOT THE OPENING ONE)add in<br />
<br />
<rewrite><br />
<outboundRules><br />
<clear /><br />
<rule name="AddCrossDomainHeader"><br />
<match serverVariable="RESPONSE_Access_Control_Allow_Origin" pattern=".*" /><br />
<conditions logicalGrouping="MatchAll"><br />
<add input="{HTTP_ORIGIN}"<br />
pattern="^https?://((.+\.)?crmtogether\.com|(.+\.)?msappproxy\.net|(.+\.)?mail\.google\.com|localhost(:\d+)?|.+)$" /><br />
</conditions><br />
<action type="Rewrite" value="{HTTP_ORIGIN}" /><br />
</rule><br />
</outboundRules><br />
</rewrite><br />
<br />
No need to restart IIS or anything. Just save the file.<br />
<br />
*** UPDATE: 2 July 2026 ***<br />
<br />
Changed the pattern to fix Native Android<br />
<br />
*** UPDATE: 17 March 2024 ***<br />
<br />
It appears that a wildcard header in the “Access-Control-Allow-Origin” header is no longer accepted. This causes a CORS issue and you cannot log in. <br />
We fixed this using the details above</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=New_Releases&diff=2950New Releases2026-07-01T15:56:33Z<p>Sagecrmw: </p>
<hr />
<div>coming soon....<br />
<br />
Conversation matching. To use this create a field "comm_ctconversationid" of type text and with 255 on the communication table. Emails filed will now set this value also and use this for matching. <br />
<br />
<br />
<br />
<br />
5 June 2026<br />
<br />
''''Office 365 client version update'''' <br />
<br />
Client Version: 1.8.4<br />
<br />
* Back navigation added<br />
* Calendar and tasks buttons in footer menu<br />
* Emails Filed are marked as Filed (a Category is set)<br />
* Fast file email button - Files email without opening dialog<br />
* Expand all list items option<br />
* External links in lists and other links are under a single menu (three vertical dots) visible only when the list item is expanded<br />
* Transcribe option added on log call<br />
* History filter improvements<br />
* List next prev - Removed first and last options<br />
* New apps menu <br />
* In compose mode when you open the taskpane it matches on the first email in the TO<br />
* "Copy tag" menu item added<br />
<br />
----<br />
<br />
4 June 2026<br />
<br />
API version 6.0.2.7 (over the air)<br />
<br />
* Fix for email fields (when creating a new lead if you edited the field is broke)<br />
* Fix for MobileX New Task and New Appt menu options missing on context options menu<br />
<br />
----<br />
<br />
24 April 2026<br />
<br />
API version 6.0.2.4 (over the air)<br />
<br />
* Fix for calendar and tasks menu is back on Android <br />
<br />
----<br />
<br />
22 April 2026<br />
<br />
API version 6.0.2.3 (over the air)<br />
<br />
* First over air release of 6.x<br />
<br />
----<br />
<br />
AC/MX 6.0.2.0<br />
* Changes to search to speed things up. For a contains, users must put a % in front of the text<br />
* Library, allows multiple files and drag drop <br />
* moved log call to caret menu <br />
* moved 99+ just over search icon and smaller<br />
* Fix for remove tag<br />
* MX fix for editing person (email was not being updated) <br />
<br />
The new inn-app, apps are available also. <br />
<br />
Note that the <br />
<br />
* Timer app and<br />
* Trade show app<br />
<br />
have limits and require and extra subscription to be fully open. <br />
The limit is the amount of records so they can be tried and used in a limited way. <br />
<br />
----<br />
25 Feb 2026<br />
<br />
Outlook installed add ins updated - Client app Version 2.4.4.0<br />
-Improved TS support.<br />
<br />
----<br />
27 November 25 <br />
<br />
Version 6 is now available as a full install from the portal. 5.2 is also still available. <br />
<br />
Details of the release are available at<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Version_6<br />
<br />
----<br />
5 August 2025<br />
<br />
* Updated Classic Outlook Add-in installer. Fixed code signing issue and how show Edge version<br />
<br />
----<br />
30 June 2025<br />
<br />
* Mailmerge client app update. Client app Version 4.7.7.1. Fix for Print document option. <br />
<br />
----<br />
4 June 2025<br />
<br />
Classic Outlook add in update (version is 2.4.2.71) - does not affect 365 addin users.<br />
<br />
AC Pro, Plus and Lite versions<br />
<br />
* Fix for Windows/Office update that updated the webview control. Full client install required. Existing clients can update from the settings dialog.<br />
<br />
----<br />
17 April 2025<br />
<br />
API version 5.2.4.7 (over the air)<br />
<br />
* Ability to script around the workflow screen to set defaults based on users and users team and more. <br />
See<br />
https://accelerator.crmtogether.com/index.php?title=New<br />
* Address SSA support. <br />
* gadget demo added (POC only)<br />
* email attachment dates updated to reflect the email date<br />
<br />
----<br />
14 April 2025<br />
<br />
Updates for 365 versions to use MS-Graph instead of old deprecated API.<br />
One change here is that users are prompted to give access. <br />
<br />
----<br />
<br />
07 Jan 2025<br />
<br />
API Version - 5.2.4.4 (over air update)<br />
<br />
* fix for getting person folder in library when none set<br />
* help text on tagging fixed<br />
<br />
----<br />
<br />
12 Dec 2024<br />
<br />
API Version - 5.2.4.3 (over air update)<br />
<br />
* number and decimal fix for currency fields<br />
* bookmarks pagination fix<br />
* file email-comm note stripping out html<br />
* user activity report added (see config)<br />
* workaround for sage filter bug on comms--filter added in to 2024 is the issue ="and ((CmLi_Comm_PersonId is not null) OR (CmLi_IsExternalAttendee = 'Y'))<br />
<br />
----<br />
<br />
18th Sept 2024<br />
<br />
API Version - 5.2.4.2<br />
<br />
* AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request<br />
<br />
----<br />
17 Sept 2024<br />
<br />
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store<br />
<br />
https://appsource.microsoft.com/en-us/product/office/WA200007357<br />
----<br />
<br />
20th July 2024<br />
<br />
Outlook add in update (version is 2.3.9.41) <br />
<br />
* bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release. <br />
<br />
* Enhancement - New option in preferences to hide "Send and Save" button<br />
<br />
----<br />
<br />
4 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.1<br />
<br />
* bug fix - MobileX (only) tasks with end date set were not appearing in the task list<br />
----<br />
3 July 2024 (over air update)<br />
<br />
API Version - 5.2.4.0<br />
<br />
* bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline<br />
----<br />
2 July 2024 (over air update)<br />
<br />
API Version - 5.2.3.9<br />
<br />
* Solutions entity support added<br />
* (bug) removed debug code which broke lead summary screen after creating from app<br />
----<br />
<br />
5th June 2024<br />
<br />
Outlook add in update (version is 2.3.9.33) <br />
<br />
* bug fix - sent emails were not getting their CRM Status and other flags set<br />
<br />
----<br />
<br />
30 May 2024 (over air update)<br />
<br />
API Version - 5.2.3.8<br />
<br />
* Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used<br />
* Option to File email content (HTML) as a file instead of in the comm_email field. Please read the instuctions on this change and before making it consider any impact on reporting etc. (Note Reply and Reply all from within CRM will not include the origional html, Forward will)<br />
* Extra Config screens to show DB size and information on tables. <br />
* Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)<br />
* (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person. <br />
----<br />
<br />
<br />
19 Apr 2024 (over air update)<br />
<br />
API Version - 5.2.3.7<br />
<br />
* (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).<br />
<br />
----<br />
<br />
27 Feb 2024 (over air update)<br />
<br />
API Version - '''5.2.3.6'''<br />
<br />
* (bug) We finally realised that the MobileX and Accelerator (AC) dialogs did the dates different and so we have this resolved now. The bug was that in AC the date was updated to show the real month (javascript starts months at index zero) but MobileX left it at the zero index. <br />
<br />
----<br />
<br />
7 Feb 2024 Outlook add in V2.3.9.14<br />
<br />
* (change) Disabled Autofill in browser control<br />
* (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue. <br />
<br />
----<br />
26th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.4'''<br />
<br />
Fix for log call bug where the date was set to previous month. <br />
----<br />
<br />
12th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.3'''<br />
<br />
The previous days update had an issue with the webapp updates. We rolled back the web apps so but the server updates are available in this release. <br />
<br />
----<br />
11th Jan 2024 (over air update)<br />
<br />
API Version - '''5.2.3.2'''<br />
<br />
* Search Entity Default - You can now set this seperate to the New Entity Default<br />
* Security update - Extra checks for SQL Injection<br />
<br />
----<br />
<br />
21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
* bug fix for web app continuing to try log on when user has to reset their CRM password<br />
<br />
* Enhancement to speed up tab list screens. We found that if you have say 4k rows of communications that the CRM api (FindRecord) was very slow and so to improve this we added in some SQL limiter code to only get x amount of records. The trade off is that the record count now comes from a general query where the territory permissions are not applied. So this could result in the record count being higher that the amount of records you can see. we think this trade off is worth it though. <br />
<br />
----<br />
<br />
7th Nov 2023 <br />
<br />
'''5.2.2.2''' <br />
<br />
* Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.<br />
<br />
To apply fix Download the full install (SageCRMAccelerator_Setup5222RC1.exe) from the portal and run this (no need to install the metadata again though). But you will need to then re-apply the over the air updates. This prompt should appear on the CRM Together License information screen in CRM. <br />
<br />
----<br />
<br />
6th Nov 2023 <br />
<br />
Outlook client update 2.3.9.7 <br />
<br />
* fix for FROM address sometimes not showing up and only displaying as <><br />
<br />
----<br />
<br />
Outlook client update 2.3.9.5<br />
<br />
* Disabled phone number parsing by default<br />
* Check for updates now a manual check<br />
* Set Url clears out localstorage so connection is reset<br />
<br />
----<br />
<br />
13th Oct 23 (over air update)<br />
<br />
API Version - 5.2.2.8<br />
<br />
* When creating a company in Accelerator with an ampersand in the name we now remove the ampersand to mimic how CRM behaves. Even though ampersand is allowed as a file name it causes an issue in some CRM instances so we also provided a page untility in the config to update thes. Only use if needed. <br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
3rd Oct 2023 (over air update)<br />
<br />
API Version - 5.2.2.7<br />
<br />
Bug fix in 5.2.2.6 (for setting default user currency) introduced a bug where if in your create script you set a default value on a select it was not picking this up if you saved without setting the value manually. <br />
<br />
----<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases<br />
* Create script was run before some options were set so moved this to fix this<br />
* lead_secterr was being overwritten even if on screen<br />
* list word length made longer (5 to 20) to make it easier to see<br />
* We hide future update messages from non-admin users<br />
* Option to add in flag field which is set when an entity is created with Accelerator/MobileX<br />
<br />
To do this create a field exactly as below<br />
<br />
name = XXXX_ct_appFlagField (XXXX is the entity prefix)<br />
Max Length = 20<br />
Entry Width = 20<br />
<br />
and the system will detect this and set the value to be "Accelerator". <br />
<br />
To create this field for company for example you would name the field<br />
<br />
comp_ct_appFlagField <br />
<br />
----<br />
<br />
5th Sept 2023 (over air update)<br />
API Version - 5.2.2.3<br />
<br />
* fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)<br />
<br />
To fix up older records run the following SQL (adjusting the 130 value as required)<br />
<br />
update Communication<br />
set Comm_DateTime=Comm_CreatedDate<br />
where comm_action in ('phonein','phoneout')<br />
and Comm_DateTime>getdate()-130<br />
<br />
17 Aug 2023<br />
<br />
Aug 24th 2023 (over air update)<br />
<br />
API Version - 5.2.2.2<br />
<br />
* fix for workflow sql (we were filtering out some)<br />
* Search box change - Users no longer need to put in a % in front of the text to search<br />
* fix for new config (communication links were broken)<br />
* Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist<br />
<br />
'''5.2.2.1''' <br />
<br />
Available as an over the air update but to get all the updates the full install needs to be run. <br />
<br />
For ACPlus and the new config menu to appear you need to run the full installer (including the metadata) and not just the over the air update. <br />
<br />
* Accelerator Plus added inc license screen (requires full install and not just over air update)<br />
* MobileX app store links added to admin area<br />
* New config screen added to admin area (needs metadata install run (NOT reset option though)<br />
<br />
[[File:ac config tab.png]]<br />
<br />
1. Click the tab<br />
2. Configuration Menu<br />
3. Configureation Area<br />
<br />
* My CRM screen updated with MobileX app store links and Accelerator Plus url<br />
* Fix for caching issue on mutliline text fields in summaries if expanded<br />
* JSON report api - added in ability to add raw html to details area<br />
https://accelerator.crmtogether.com/index.php?title=Report_JSON_API<br />
* Some translations added (needs metadata install run (NOT reset option though)<br />
* Sage CRM 2023 ERP sample page style fix<br />
* Added FIPS support for licenses<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
July 7th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
<br />
API Version - 5.2.1.2<br />
* Some CRM instances returned false for permissions on secondary entities so workaround for this applied. <br />
<br />
April 7th 2023 (Outlook add on update)<br />
<br />
'''2.3.5.6'''<br />
* Improvements for error handing<br />
* With server version 5.2.1.1 installed phone numbers will also be parsed<br />
<br />
April 4th 2023 (over air update)<br />
<br />
'''5.2.1.1''' <br />
* Fix for MobileX mode<br />
<br />
'''5.2.1.0''' <br />
* Fix for when an email has no TO email address<br />
<br />
----<br />
March 28th 2023 (over air update)<br />
<br />
'''5.2.0.8''' <br />
<br />
Accelerator Web client Version: 1.1.3.18<br />
<br />
API Version - 5.2.0.8<br />
<br />
* Contains various fixes<br />
* New Config screens<br />
To add these in open the menu<br />
<br />
Administration -> Advanced Customization -> System Menus -> acceleratortab<br />
<br />
Caption=Config<br />
Action=Custom File<br />
Custom File:=SageCRMWS/ac2020/xconfig.asp<br />
<br />
<br />
----<br />
<br />
Jan 9th 2023 (over air update)<br />
<br />
'''5.2.0.5''' <br />
<br />
*Fix for email distribution lists handling when filing<br />
*MX fix for scanner bug introduced in 5.2.0.4<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Nov 16th 2022<br />
<br />
'''5.2.0.2''' <br />
<br />
Over air update (update from CRM Together admin area) - Issues fixed<br />
<br />
* Bad tags breaking Accelerator and logging user out<br />
* Email attachments saving issue if company has no library set up<br />
<br />
Nov 3rd 2022<br />
'''5.2.0.1''' <br />
* Generic addresses (like @gmail, @hotmail etc) now use the persons full name for the company name if they are not found and the new company dialog opens - The generic list can also be configured by adding the option<br />
<br />
<add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" /><br />
to the web.config file<br />
<br />
* Fix for tag detection in compose mode<br />
* Improved how task pane reacts to the email being changed<br />
* Email parsing improved where a persons name is set in the format "lastname, firstname"<br />
* Fix for over air updates bug in 5.2.0.0 <br />
<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* Defaults in CRM path when using our outlook add in <br />
* Various translations<br />
* Support for Sage CRM 2022R2<br />
* Layout changes removing scroll bars etc<br />
* Links to addin, and CRM url added into tab in CRM<br />
* Number field type bug fixed<br />
* fix - Mail Merge timezone issue<br />
* Option to disable all matches. Set "disableAllMatches"="Y" in web.config<br />
<br />
* Updated manifest for Office 365 Integration<br />
https://update.crmtogether.com/version1260-manifest.xml<br />
<br />
<br />
March 2022<br />
'''5.1.0.0''' - 23 March 2022<br />
<br />
4 July 2022<br />
Over the air update (5.1.0.6) - fix for "Send and Save" email matching on Lead emails for gmail.com/outlook.com etc addresses<br />
<br />
26 May 2022<br />
Over the air update (5.1.0.4) - fix for email matching on Lead emails.<br />
<br />
See<br />
https://crmtogether.com/accelerator-latest-release-march-2022/<br />
<br />
Module Versions<br />
** Webapp - Version 1.1.0.0<br />
** Server API - Version 5.1.0.0<br />
** Outlook - Version 2.3.0.0<br />
<br />
Webapp<br />
* Numbers show in dot<br />
* Date fields shown with more info (Day or week, how long ago)<br />
* Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)<br />
* Filters added for company person list and communications<br />
* Ordering fixes on fields<br />
* Sales and Cases lists changed and filter added (using the whereclause)<br />
* Display record count on search icon<br />
* Show workflow state (section) if there is one<br />
* Build your own screen using ASP<br />
* New Task screen updated to allow you assign to multiple people<br />
* SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered<br />
<br />
Server API - Full upgrade <br />
* Added Custom content support in screens<br />
* Dates display difference between the value and now<br />
* Conditional tabs support added<br />
* Server side validation <br />
* New option to have the company email match search use the full email (ideal if lots of customers use gmail for example) add in option to the web.config <add key="companyfullmatch" value="Y" /><br />
* Ability to extend the entity options menu added in<br />
<br />
Outlook<br />
* Improved webview handling when edge decides to dispose of the object. <br />
* Optional install for all users (for terminal services deployments). <br />
* Improved logging<br />
<br />
365 url - http://update.crmtogether.com/version1100-manifest.xml<br />
<br />
----<br />
17 Feb 2022<br />
<br />
Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. <br />
This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update. <br />
<br />
For more information on this see our blog<br />
<br />
https://crmtogether.com/edge-chromium-update-affects-connections/<br />
<br />
----<br />
07 Feb 2022<br />
<br />
Over air updates/changes (version 5.0.1.8)<br />
* Fix for when a non-standard port is used<br />
<br />
----<br />
31 Jan 2022<br />
<br />
Over air updates/changes (version 5.0.1.6)<br />
* Fix for when a user does not have a primary team assigned<br />
<br />
----<br />
<br />
14 Dec 2021<br />
Mail Merge update (app version 4.7.5.7) to allow install for "All users". <br />
<br />
'''5.0.1.5''' - 3 Nov 2021<br />
<br />
Module Versions<br />
** Outlook - Version 2.0.4.1<br />
** Webapp - Version 1.0.1.2<br />
** Server API - Version 5.0.1.5<br />
<br />
Over air updates/changes<br />
* Showing more context content in Dialogs (so you will see a persons company for example)<br />
* Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)<br />
* Required fields flagged with red star<br />
* External links on communications in lists<br />
* German translation for Phone in/out updated<br />
* Active oppos/cases sql change to remove year filter<br />
<br />
Full install update also available with fix for locked down systems<br />
* Only use this if your system is locked down. Open web.config and add in <br />
<add key="lockedsystem" value="Y" /><br />
<br />
6th Oct 2021 - Server and client over the air update only<br />
There have been a few updates since 4th Oct<br />
* To install go to Administration -> CRM Together and click the download button<br />
* Server API version is 5.0.1.0<br />
** Fixes for dates, datetimes in new entity screens and mutli-select fields<br />
** Fix for default filters on person oppo and cases not being applied<br />
* App version is 1.0.1.0<br />
** Bookmarks sorting issue<br />
<br />
27th Sept 2021 - Outlook client update (version 2.0.2.8)<br />
* changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.<br />
* Added longer timeout to edge runtime for slower older machines. <br />
<br />
13th August 2021 - live url updates only (local install update to come)<br />
<br />
* Web App (version will be 1.0.0.9)<br />
** Better error handling when SID is invalid<br />
** FIX - Outlook theme not being retained<br />
** Showing errors on screen in a custom ERROR modal<br />
** FIX - Email templates caching context bug fix<br />
** Improved reporting of CORs Issues with mixed content warning<br />
** FIX - local cache size limitation added in<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)<br />
** Installer (all new installs) even if run by an administrator will install to the AppData folder<br />
** Installer Warning to not run install using "Run as administrator"<br />
** Fix for some mailboxes/stores breaking the add in<br />
<br />
'''5.0.0.5''' - 23 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix - MAC support issue with dialogs<br />
** Fix - Email Parsing on a tagged email was not working<br />
** Fix - theme persistance<br />
** Tabs more compact<br />
** Screen changing UX improved<br />
** Dark mode added to app themes<br />
<br />
* Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)<br />
** FIX - Edge runtime issue<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5005 to apply these updates<br />
** Installer now updates IIS max size - Previously you had to set this manually<br />
<br />
'''5.0.0.4''' - 9 August 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Support for Quotes and Orders summary screens/search added<br />
** Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)<br />
** Fix for Theme retention issue on dialogs<br />
** Fix for Email Templates caching context<br />
** First time running a dialog will now appear to get the user started<br />
** Fix - Progress tables now getting a record set as per CRM<br />
** Multi-workflow support added. On New screens if workflow is enabled on the entity there is a "Workflow" section and the end user can pick the workflow to use. This removes the need to configure the web.config file.<br />
** Errors now no longer kick the user to the login screen. We show a dialog instead. <br />
** The Edge Runtime is installed as part of our Outlook install and update<br />
<br />
'''5.0.0.3''' - 19 July 2021 <br />
* Check the Administration-> CRM Together page to apply these updates<br />
** Fix for Email Templates screen error<br />
** Fix for search list pagination<br />
** Fix for logging in without opening taskpane<br />
** Ability to add in Extra screens - Create new screens in the format<br />
ENTITYOfficeInt1<br />
ENTITYOfficeInt1<br />
EG<br />
CompanyOfficeInt1<br />
CompanyOfficeInt2<br />
This allows you to split the screen up into sections so you can show financial data in its own section for example<br />
<br />
* Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates<br />
** Fix for not showing Outlook client download for non-SSL installs<br />
<br />
'''5.0.0.1''' - 9 July 2021 - <br />
The major change here is the ability to self-host the Accelerator web application. <br />
<br />
Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area. <br />
<br />
To get all the changes and fixes below you will need to update the Server side. The Accelerator Web App will be updated online and no action is required. For the outlook client update users will be prompted to download and install the update. <br />
<br />
*Outlook Client<br />
** Version: 2.0.1.3<br />
** Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send. <br />
** Fix for error appearing around email addresses<br />
** ERROR button appears if there is an issue in the app thats not visable<br />
** Improved start up time so app should be disabled less by outlook<br />
** known issue - Prompt and Send - When you edit the subject the edited version is not being used.<br />
<br />
*Accelerator Web App<br />
** App Version: 1.0.0.5<br />
** Added in "--None--" option on selects<br />
** Compose window Tag Search fixed<br />
** Extended Lists no longer showing empty values<br />
** Multi-Selects fixed<br />
** Pagination added to all areas<br />
** Sorting in Lists added in<br />
** Person lists default to filter out Inactive people<br />
** List filters added. When viewing a company's opportunities you can filter and also edit the fields by creating an entity screen in the format ENTITYOfficeIntFilter and adding fields to it. Only SELECT and Text fields are supported now. <br />
** Customising Top Content in summary screens [https://accelerator.crmtogether.com/index.php?title=Summary_Screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens]<br />
** Customising Search see [https://accelerator.crmtogether.com/index.php?title=Search https://accelerator.crmtogether.com/index.php?title=Search]<br />
** Fix: Search and dedupe using apostrope fix<br />
** Fix: NewEntityDefault was not being used<br />
** New Theme Added<br />
** Fix: File email Screen layout change for long TO/CC etc lists<br />
** Support for http for internal app hosting on http<br />
** In login screen url is readonly - must be changed in settings<br />
** Form Validation on other fields - only on text inputs previously<br />
** Connection Name limited to 20 characters<br />
** Password Encryption in localstorage<br />
** Footer Responsiveness<br />
** Reset button to wipe all connections and reset the app to an initial state<br />
** Add more than one connection<br />
** Auto-compelete turned off<br />
** 365 integration - main explorer window now has a button instead of having to click the vertical elipses. <br />
<br />
*Config<br />
** For Sage CRM external links you can optionally use the web-service SID by creating the following setting in the web.config "securityoff" with exact value "true". You also need to disable IP Address Checking and Browser security. <br />
EG<br />
<add key="securityoff" value="true"/><br />
<br />
** Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)<br />
--When installed the url for the client will be in the form<br />
<br />
http://server/CRM/CustomPages/SageCRMWS/webapp/#/<br />
<br />
and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)<br />
<br />
<br />
'''4.7.5.5''' - RC16 10 May 2021 - <br />
** New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot<br />
** Client apps downloaded from update.crmtogether.com<br />
** Auto updates now in outlook and mail merge clients<br />
** Mail Merge client install no longer requires admin privileges to install<br />
** Main Web App updates<br />
* 1. Email Templates -preview and context<br />
* 2. Shared documents - preview<br />
* 3. Person icon changed<br />
* 4. Theme picker tightened up<br />
* 5. Language picker<br />
* 6. Pagination on search lists<br />
* 7. New Task screen - context added in<br />
* 8. Version number added in<br />
<br />
** 365 API Support - v1<br />
* 1. Must be installed from our manifest (see update.crmtogether.com)<br />
* 2. No compose (new email window) support yet - taskpane only<br />
* 3. Tagging not supported yet<br />
* 4. History dialog not supported yet<br />
<br />
** Issues - <br />
* 1. Tagging issue fixed<br />
* 2. Speed - caching added in for some screens</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Gmail_log_call&diff=2949Gmail log call2026-06-29T09:31:40Z<p>Sagecrmw: </p>
<hr />
<div>Clicking the Log Call button above the context<br />
<br />
[[File:Screenshot_2026-06-26_165743.png]]<br />
<br />
<br />
will open the dialog to write up a call note<br />
<br />
[[File:Screenshot_2026-06-26_165918.png]]<br />
<br />
* Where are these records?<br />
<br />
When you log a call against an opportunity a communication record is created and marked against the opportunity and any linked company and/or person/people. We also create a Call record and this is linked to the Communication record, Opportunity, Company and person.</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Gmail_Tabs_and_Lists&diff=2948Gmail Tabs and Lists2026-06-29T09:28:19Z<p>Sagecrmw: </p>
<hr />
<div>The tabs we are referring to here are against the Entity<br />
<br />
EG<br />
<br />
[[File:Screenshot_2026-06-26_162513.png]]<br />
<br />
Hovering over the tabs tells you what is behind it.<br />
<br />
Lists also have an internal and external link allowing you to navigate into that record in the task pane or in CRM.</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Gmail_New&diff=2947Gmail New2026-06-29T09:26:26Z<p>Sagecrmw: </p>
<hr />
<div>The NEW menu is available on all menu bars in the task pane. <br />
<br />
[[File:Screenshot_2026-06-26_142113.png]]<br />
<br />
[[File:Screenshot_2026-06-26_142408.png]]<br />
<br />
Clicking on an item loads a modal with the fields on it. The context with which something is created is important as this will preset some fields.<br />
<br />
[[File:Screenshot_2026-06-26_142642.png]]<br />
<br />
Click Save to Save the record and then the UI will show the summary of this record. <br />
<br />
-----<br />
<br />
Field Mappings<br />
<br />
This is the current field mappings from the email to the NEW screen fields. Setting default values for these fields in Create Scripts will have no effect. <br />
<br />
* Company<br />
comp_name=Name parsed from email address<br />
comp_website=domain parsed from email address<br />
Business Email field is set to the from address<br />
<br />
* Person<br />
<br />
pers_firstname=fullName (first part)<br />
pers_lastname=fullName (all bar first part)<br />
pers_website=domain parsed from email address<br />
Business Email field is set to the from address<br />
<br />
* Opportunity<br />
<br />
oppo_description=subject<br />
oppo_note=body<br />
oppo_primarycompanyid=set to the context under which the opportunity was created<br />
oppo_primarypersonid=set to the context under which the opportunity was created<br />
<br />
* Case<br />
<br />
case_description=subject<br />
case_problemnote=body<br />
case_primarycompanyid=set to the context under which the opportunity was created<br />
case_primarypersonid=set to the context under which the opportunity was created<br />
<br />
* Lead<br />
<br />
lead_companyname=Name parsed from email address<br />
lead_companywebsite=domain parsed from email address<br />
lead_personfirstname=fullName (first part)<br />
lead_personlastname=fullName (all bar first part)<br />
lead_description=subject<br />
lead_details=body<br />
lead_personemail=from email address<br />
<br />
Note: If you do not want a value set you can add in the code<br />
<br />
DefaultValue=" ";<br />
<br />
into the "Create Script" of the field.</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Summary_Screens&diff=2946Summary Screens2026-06-26T16:10:10Z<p>Sagecrmw: </p>
<hr />
<div>Summary screens show a top area with an icon and some data.<br />
<br />
At a glance, a user will be able to see the state of an entity. <br />
<br />
* Note: Empty fields will not display on the screen. <br />
<br />
Company and person summary for example shows the title plus the communications count in the last year and the open opportunities and cases. <br />
<br />
[[File:summary1.jpg]]<br />
<br />
The entity icon is on the left of the screen. <br />
<br />
The information is in the center and on the right of the screen we have the option to toggle the bookmark. <br />
<br />
Below this area we have the tabs.<br />
<br />
[[File:summary2.jpg]]<br />
<br />
Hover your mouse over the icon to see the caption. If the tabs are too many you will see the <> icons to navigate across. <br />
<br />
[[File:summary3.jpg]]<br />
<br />
Screens are made up of sections. <br />
Section fields are usually controlled from CRM via the <br />
<br />
ENTITYofficeint<br />
<br />
screen. If using a custom entity you will have to create this screen. <br />
The exception is the Phone, Email and Address screens. <br />
<br />
-----<br />
<br />
Links<br />
<br />
Text links (usually in green) will open full CRM in a new tab.<br />
<br />
Images usually navigate within the task pane. The exception is the "External" link icon which can be seen in the section header.<br />
<br />
Note that "external" links replace the Sage CRM webservice SID with the one that is active in the live CRM. Users need to log into Sage CRM in their default browser. This is required to work with the Sage CRM security settings (IP address checking and Browser sessionsecurity)<br />
* This can be turned off by adding in a new value to the custompages/sagecrmws/web.config called "securityoff" and the value set to "true". You also then need to disable the Sage CRM security settings (IP address checking and Browser sessionsecurity).<br />
<br />
-----<br />
Customizing<br />
<br />
A. The Summary screen is in the format<br />
<br />
ENTITYOfficeInt<br />
<br />
and can be edited in CRM. <br />
<br />
On the Company summary screen the phone and email display all values. <br />
<br />
For the person section, you can edit this using the screen<br />
<br />
PersonOfficeIntSmall<br />
<br />
in CRM. <br />
<br />
B. Customising Top Content <br />
<br />
When including a custom entity by default only the field <br />
<br />
prefix_name<br />
<br />
will be shown. <br />
You can control this area though by creating a screen in CRM on the entity in the format<br />
<br />
ENTITYOfficeIntTop<br />
<br />
and up to the first 3 fields (only) will be displayed. <br />
<br />
EG <br />
<br />
[[File:summary4.jpg]]<br />
<br />
and this is how it would look<br />
<br />
[[File:summary5.jpg]]<br />
<br />
C.<br />
You can create sections on your summary screen but creating a screen in the format<br />
<br />
ENTITYOfficeIntN<br />
<br />
Where N is a number. The value in N starts at 1 and must continue in values of 1.<br />
<br />
For Example you might want to display ERP fields in an ERP section on a company so you would create a screen called "CompanyOfficeInt1". The "Screen Caption" is also used as the header. You add in whatever fields you want there. <br />
<br />
If you then also wanted to create a section with SLA data you could then create a screen called "CompanyOfficeInt2" and you add whatever fields you want in that.<br />
<br />
Screens in CRM<br />
<br />
[[File:companyofficeint99.png]]<br />
<br />
Screens in Accelerator<br />
<br />
[[File:companyofficeint100.png]]<br />
<br />
D. Custom Content support<br />
<br />
[[File:customcontent.png]]<br />
<br />
This is included now on the bottom of the screen (section in the Accelerator UI).<br />
<br />
Please note. If you had a script like this (below) that has a button that has a click event you must put in a pointer at the global level. <br />
EG<br />
window.globalmethodname= methodname;<br />
<br />
EG<br />
<code><br />
<script><br />
function sayHi(sender) {<br />
alert('Hello '+sender);<br />
}<br />
setTimeout(sayHi, 1000, 'bob');<br />
window.sayHi= sayHi;<br />
</script><br />
<button onclick="sayHi('frank')">push me</button><br />
</code><br />
<br />
E. Create Scripts<br />
These can now we used to change the colours on the display of the AC screens.<br />
<br />
The styles for the field "caption" and "value" can be set using<br />
<br />
* ValueStyle<br />
* CaptionStyle<br />
<br />
EG<br />
ValueStyle='background-color:red';<br />
CaptionStyle='background-color:blue';<br />
<br />
[[File:opposummarypriority.png]]<br />
<br />
The field value can also be accessed<br />
<br />
EG<br />
if (Value.amount>20)<br />
ValueStyle='background-color:green';<br />
else<br />
ValueStyle='background-color:blue';<br />
<br />
[[File:opposummaryforecast.png]]<br />
<br />
Example of how the screen would look<br />
<br />
[[File:opposummary.png]]</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Gmail_log_call&diff=2945Gmail log call2026-06-26T16:08:05Z<p>Sagecrmw: Created page with "Clicking the Log Call button above the context File:Screenshot_2026-06-26_165743.png will open the dialog to write up a call note File:Screenshot_2026-06-26_165918.png * Where are these records? When you log a call against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact. We also create a Call record and this is linked to the Activity, Opportunity, Account and Contact."</p>
<hr />
<div>Clicking the Log Call button above the context<br />
<br />
[[File:Screenshot_2026-06-26_165743.png]]<br />
<br />
<br />
will open the dialog to write up a call note<br />
<br />
[[File:Screenshot_2026-06-26_165918.png]]<br />
<br />
* Where are these records?<br />
<br />
When you log a call against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact. We also create a Call record and this is linked to the Activity, Opportunity, Account and Contact.</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Gmail_Summary_Screens&diff=2944Gmail Summary Screens2026-06-26T16:05:39Z<p>Sagecrmw: Created page with "Summary screens show a top area with an icon and some data. At a glance, a user will be able to see the state of an entity. * Note: Empty fields will not display on the screen. File:Screenshot_2026-06-26_152142.png The entity icon is on the left of the screen. Below this area we have the tabs. File:Screenshot_2026-06-26_152238.png Hover your mouse over the icon to see the caption. File:Screenshot_2026-06-26_152456.png Screens are made up of sect..."</p>
<hr />
<div>Summary screens show a top area with an icon and some data.<br />
<br />
At a glance, a user will be able to see the state of an entity. <br />
<br />
* Note: Empty fields will not display on the screen. <br />
<br />
<br />
[[File:Screenshot_2026-06-26_152142.png]]<br />
The entity icon is on the left of the screen. <br />
<br />
<br />
Below this area we have the tabs.<br />
<br />
[[File:Screenshot_2026-06-26_152238.png]]<br />
<br />
Hover your mouse over the icon to see the caption.<br />
<br />
[[File:Screenshot_2026-06-26_152456.png]]<br />
<br />
Screens are made up of sections. <br />
Section fields are usually controlled from CRM via the <br />
<br />
ENTITYofficeint<br />
<br />
screen. If using a custom entity you will have to create this screen. <br />
The exception is the Phone, Email and Address screens. <br />
<br />
-----<br />
<br />
Links<br />
<br />
You can open a record directly in your crm by clicking on the button below the summary section <br />
<br />
Note that "external" links replace the Sage CRM webservice SID with the one that is active in the live CRM. Users need to log into Sage CRM in their default browser. This is required to work with the Sage CRM security settings (IP address checking and Browser sessionsecurity)<br />
* This can be turned off by adding in a new value to the custompages/sagecrmws/web.config called "securityoff" and the value set to "true". You also then need to disable the Sage CRM security settings (IP address checking and Browser sessionsecurity).<br />
<br />
-----<br />
Customizing<br />
<br />
A. The Summary screen is in the format<br />
<br />
ENTITYOfficeInt<br />
<br />
and can be edited in CRM. <br />
<br />
On the Company summary screen the phone and email display all values. <br />
<br />
For the person section, you can edit this using the screen<br />
<br />
PersonOfficeIntSmall<br />
<br />
in CRM. <br />
<br />
B. Customising Top Content <br />
<br />
When including a custom entity by default only the field <br />
<br />
prefix_name<br />
<br />
will be shown. <br />
You can control this area though by creating a screen in CRM on the entity in the format<br />
<br />
ENTITYOfficeIntTop<br />
<br />
and up to the first 3 fields (only) will be displayed. <br />
<br />
EG <br />
<br />
[[File:summary4.jpg]]<br />
<br />
and this is how it would look<br />
<br />
[[File:Screenshot_2026-06-26_154658.png]]<br />
<br />
C.<br />
You can create sections on your summary screen but creating a screen in the format<br />
<br />
ENTITYOfficeIntN<br />
<br />
Where N is a number. The value in N starts at 1 and must continue in values of 1.<br />
<br />
For Example you might want to display ERP fields in an ERP section on a company so you would create a screen called "CompanyOfficeInt1". The "Screen Caption" is also used as the header. You add in whatever fields you want there. <br />
<br />
If you then also wanted to create a section with SLA data you could then create a screen called "CompanyOfficeInt2" and you add whatever fields you want in that.<br />
<br />
Screens in CRM<br />
<br />
[[File:companyofficeint99.png]]<br />
<br />
<br />
<br />
D. Custom Content support<br />
<br />
[[File:customcontent.png]]<br />
<br />
This is included now on the bottom of the screen (section in the Accelerator UI).<br />
<br />
Please note. If you had a script like this (below) that has a button that has a click event you must put in a pointer at the global level. <br />
EG<br />
window.globalmethodname= methodname;<br />
<br />
EG<br />
<code><br />
<script><br />
function sayHi(sender) {<br />
alert('Hello '+sender);<br />
}<br />
setTimeout(sayHi, 1000, 'bob');<br />
window.sayHi= sayHi;<br />
</script><br />
<button onclick="sayHi('frank')">push me</button><br />
</code><br />
<br />
E. Create Scripts<br />
These can now we used to change the colours on the display of the AC screens.<br />
<br />
The styles for the field "caption" and "value" can be set using<br />
<br />
* ValueStyle<br />
* CaptionStyle<br />
<br />
EG<br />
ValueStyle='background-color:red';<br />
CaptionStyle='background-color:blue';<br />
<br />
[[File:opposummarypriority.png]]<br />
<br />
The field value can also be accessed<br />
<br />
EG<br />
if (Value.amount>20)<br />
ValueStyle='background-color:green';<br />
else<br />
ValueStyle='background-color:blue';<br />
<br />
[[File:opposummaryforecast.png]]<br />
<br />
Example of how the screen would look<br />
<br />
[[File:Screenshot_2026-06-26_161325.png]]</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=MediaWiki:Sidebar&diff=2943MediaWiki:Sidebar2026-06-26T16:04:14Z<p>Sagecrmw: </p>
<hr />
<div>* SEARCH<br />
<br />
* Accelerator Pro for Sage CRM<br />
** Start Here|Start Here<br />
** Install and Requirements|Install and Requirements<br />
** Install Outlook Client|Install Outlook Client<br />
** Install Outlook365 Client|Install Outlook365 Client<br />
** Install GMail Client|Install Gmail Client<br />
** Outlook Client Settings|Outlook Client Settings<br />
** Connections|Connections<br />
** Non-SSL Sites|Non-SSL Sites<br />
<br />
* Explorer<br />
** Home Screen|Home Screen<br />
** Search|Search<br />
** New|New<br />
** Summary Screens|Summary Screens<br />
** Entity Options|Entity Options<br />
** Tabs and Lists|Tabs and Lists<br />
** File Email|File Email<br />
** Email Matching|Email Matching<br />
** Tagging|Tagging<br />
** 365 Explorer|365 Explorer<br />
** 365 Explorer iPad Android|365 Explorer iPad Android<br />
<br />
* Compose Mode<br />
** Address Book|Address Book<br />
** CRM Documents|CRM Documents<br />
** E-Mail Templates|E-Mail Templates<br />
** Attach Files|Attach Files<br />
** Sending and CRM|Sending and CRM<br />
** Appointments|Appointments<br />
** 365 Compose|365 Compose<br />
** 365 Compose iPad Android|365 Compose iPad Android<br />
<br />
* Admin Guide <br />
** New Releases|New Releases<br />
** Updating License|Updating License<br />
** Accelerator Pro User Management|User Management<br />
** Troubleshoot|Troubleshoot<br />
** O365 Troubleshoot|O365 Troubleshoot<br />
** User Checklist|User Checklist<br />
** IIS Detailed Errors|IIS Detailed Errors<br />
** Report JSON API|Report JSON API<br />
** Configure|Configure<br />
** Customisation Guide|Customisation Guide<br />
** Version 6|Version 6<br />
<br />
* Browser buttons<br />
** Email Button|Email Button<br />
** Custom Mail Merge Install|Custom Mail Merge Install<br />
** Custom Mail Merge App|Custom Mail Merge App<br />
<br />
* Accelerator Plus for Sage CRM<br />
** AC Plus Overview|AC Plus Overview<br />
** AC Plus Admin|AC Plus Admin<br />
** AC Plus Client Install|AC Plus Client Install<br />
** AC Plus Guide|AC Plus Guide<br />
<br />
* Accelerator Lite for Sage CRM<br />
** AC Lite Guide|AC Lite Guide<br />
** AC Lite User Checklist|AC Lite User Checklist<br />
** Install ACLite on Microsoft365|Install ACLite on Microsoft365<br />
<br />
<br />
* Gmail Accelerator Pro<br />
** Start with Gmail |Start with Gmail Here<br />
** Gmail Add Connection | Gmail Add Connection<br />
** Gmail Home Screen|Gmail Home Screen<br />
** Gmail Search|Gmail Search<br />
** Gmail New|Gmail New<br />
** Gmail Summary Screens|Gmail Summary Screens<br />
** Gmail Tabs and Lists|Gmail Tabs and Lists<br />
** Gmail File Email|Gmail File Email<br />
** Gmail log call|Gmail log call<br />
<br />
* Data Islands<br />
** DI Overview |DI Overview<br />
** Query Sage CRM Data|Query Sage CRM Data<br />
** DI Jint|DI Jint<br />
** Import into Sage CRM|Import into Sage CRM<br />
** Batching Updates|Batching Updates<br />
<br />
* Learn how to<br />
** Log an issue|Log an issue<br />
** View CRM's logs|View CRM's logs<br />
** View the Outlooks Logs|View the Outlooks Logs<br />
** Advanced Debug|Advanced Debug<br />
** Browser Support|Browser Support<br />
<br />
* Accelerator (Classic UI)<br />
** Help Archive|Help Archive<br />
<br />
* TOOLBOX<br />
* LANGUAGES</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Gmail_Email_Matching&diff=2942Gmail Email Matching2026-06-26T16:03:12Z<p>Sagecrmw: Created page with "Clicking the Log Call button above the context File:Screenshot_2026-06-26_165743.png will open the dialog to write up a call note File:Screenshot_2026-06-26_165918.png * Where are these records? When you log a call against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact. We also create a Call record and this is linked to the Activity, Opportunity, Account and Contact."</p>
<hr />
<div>Clicking the Log Call button above the context<br />
<br />
[[File:Screenshot_2026-06-26_165743.png]]<br />
<br />
<br />
will open the dialog to write up a call note<br />
<br />
[[File:Screenshot_2026-06-26_165918.png]]<br />
<br />
* Where are these records?<br />
<br />
When you log a call against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact. We also create a Call record and this is linked to the Activity, Opportunity, Account and Contact.</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=File:Screenshot_2026-06-26_165918.png&diff=2941File:Screenshot 2026-06-26 165918.png2026-06-26T16:02:23Z<p>Sagecrmw: </p>
<hr />
<div></div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Gmail_File_Email&diff=2940Gmail File Email2026-06-26T15:58:28Z<p>Sagecrmw: </p>
<hr />
<div>Clicking the File Email button above the context<br />
<br />
[[File:Screenshot_2026-06-26_165743.png]]<br />
<br />
<br />
When you file an email against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact.<br />
<br />
Labels will be automatically added to the emails that '''have''' been filed (the labels are fully customizable)<br />
<br />
[[File:Screenshot_2026-06-26_165245.png]]<br />
<br />
<br />
Email Saved Flag : Emails that have already been Filed/Saved to Sage will have this Green email icon as a flag<br />
[[File:Screenshot_2026-06-26_165540.png]]</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=File:Screenshot_2026-06-26_165743.png&diff=2939File:Screenshot 2026-06-26 165743.png2026-06-26T15:58:06Z<p>Sagecrmw: </p>
<hr />
<div></div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Gmail_File_Email&diff=2938Gmail File Email2026-06-26T15:57:00Z<p>Sagecrmw: Created page with "Clicking the File Email button above the context File:Screenshot 2026-06-26 151039.png When you file an email against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact. Labels will be automatically added to the emails that '''have''' been filed (the labels are fully customizable) File:Screenshot_2026-06-26_165245.png Email Saved Flag : Emails that have already been Filed/Saved to Sage will..."</p>
<hr />
<div>Clicking the File Email button above the context<br />
<br />
[[File:Screenshot 2026-06-26 151039.png]]<br />
<br />
<br />
When you file an email against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact.<br />
<br />
Labels will be automatically added to the emails that '''have''' been filed (the labels are fully customizable)<br />
<br />
[[File:Screenshot_2026-06-26_165245.png]]<br />
<br />
<br />
Email Saved Flag : Emails that have already been Filed/Saved to Sage will have this Green email icon as a flag<br />
[[File:Screenshot_2026-06-26_165540.png]]</div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=File:Screenshot_2026-06-26_165540.png&diff=2937File:Screenshot 2026-06-26 165540.png2026-06-26T15:56:35Z<p>Sagecrmw: </p>
<hr />
<div></div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=File:Screenshot_2026-06-26_165245.png&diff=2936File:Screenshot 2026-06-26 165245.png2026-06-26T15:53:28Z<p>Sagecrmw: </p>
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<div></div>Sagecrmwhttps://accelerator.crmtogether.com/index.php?title=Gmail_Tabs_and_Lists&diff=2935Gmail Tabs and Lists2026-06-26T15:47:44Z<p>Sagecrmw: </p>
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<div>The tabs we are referring to here are against the Entity<br />
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EG<br />
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[[File:Screenshot_2026-06-26_162513.png]]<br />
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Hovering over the tabs tells you what is behind it.<br />
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Lists also have an internal and external link allowing you to navigate into that record in the task pane or in CRM.<br />
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Customizing <br />
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A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM. The number of columns displayed is controlled at the user level in their local settings (List Column Count). PLEASE NOTE: Fields under the carat that have no value will not display. <br />
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The first column is the default SORT field. Clicking on the column will also apply a sort based on that column.<br />
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B. Tabs are controlled via CRM using the tab group called "ENTITYint"<br />
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[[File:tabs4.jpg]]<br />
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Caption: Locations<br />
Action: customfile<br />
Custom File: sagecrmws/ac2020/companylocations.asp<br />
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Custom Entities in Lists<br />
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You can add in custom entities in tab under company for example. <br />
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[[File:equipmentlist.png]]</div>Sagecrmw