New Releases

coming soon...

6.0.0.0 Full Release

New search items

• Phone No Search
• Email Search
• Address Search/Summary
• Library/Document Search/Summary
• Communication Search/Summary/

Note: For existing clients these must be added to the "Search Menu" via the config area

Screens

• Company images supported. So in Sage CRM if you have a libr_type='CompanyImage' and a record with this value this image will be used and overlayed on the top area. If there is no image but there is a website the system tries to use the "favicon.ico" from the website.
• Person images supported. So in Sage CRM if you have a libr_type='Image' and a record with this value this image will be used and overlayed on the top area. If there is no person image but there is a company one this will be used.
• Opportuntities and cases will show the company image if there is one.
• Lead uses Lead_CompanyWebSite url and favicon.ico only

Smart Tagging

• This is being introduced to bring a level of tagging to Office 365.
• New entities are linked to the selected email. This is set in a new table 'ctEntityLinks' (metadata installer must be run to install this).
• The system will also try find item the email might be linked to. For example it will use the email subject to see what entities it is filed against.
• Previously filed emails will show a message saying so in the taskpane and file email dialogs.

NOTE: this feature must be enabled from the config area.

Workflow Progress

• You can now add in a workflow progress (Tracking) list to entities

Page Links

• External Page Links - These are the links that open in a new tab. You can turn these on/off now from the config area.
• Inline Page Links - These are the new method which allows you open the link in the existing session (the same tab you are on) and not open multiple tabs. You can turn these on/off from the config area.

Demo of Inline Page Links: https://vimeo.com/1031571625/67195c28d6?ts=0&share=copy

Experimental features

• Mapquest integration - Allows you see a map location of an address
• ICS file download page - allows you download an appointment as an ICS file which will open your default calendar
• MailTo (MX Email Templates) links page
• User QR Business Card - Generates a QR code a user can show to someone and pass their information to someone else
• User Activity Report - Users activity for today...communications logged and type
• Recordning. Record a voice note and upload against a communication
• Download Email comms as .EML files. This allows you to reply from your default email client.
• Download Meeting comms as .ICS files. This allows you to open the item in your default calendar.

Web Apps

• This is a migration to the client software stack and should result in improved performance for end users

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18th Sept 2024

API Version - 5.2.4.2

• AC PLUS bug fix only - Fix for send and save/prompt save missing auth code in request

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17 Sept 2024

Accelerator Pro for Sage CRM is now available on the Microsft App Source Store

https://appsource.microsoft.com/en-us/product/office/WA200007357

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20th July 2024

Outlook add in update (version is 2.3.9.41)

• bug fix - When link to outlook was checked the explorer email was picked up instead. But introduced in June release.

• Enhancement - New option in preferences to hide "Send and Save" button

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4 July 2024 (over air update)

API Version - 5.2.4.1

• bug fix - MobileX (only) tasks with end date set were not appearing in the task list

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3 July 2024 (over air update)

API Version - 5.2.4.0

• bug fix - bug introduced in (5.2.3.9) that broke opportunity pipeline

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2 July 2024 (over air update)

API Version - 5.2.3.9

• Solutions entity support added
• (bug) removed debug code which broke lead summary screen after creating from app

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5th June 2024

Outlook add in update (version is 2.3.9.33)

• bug fix - sent emails were not getting their CRM Status and other flags set

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30 May 2024 (over air update)

API Version - 5.2.3.8

• Search screens now allow fields from other entities (using the vsearchlistENTITY views) to be used
• 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)
• Extra Config screens to show DB size and information on tables.
• Parse Email to Text - optionally parse the plain text from the html and store in a column (for searching on for example)
• (bug) Fix for when territory is set to "Default". Issue was the users territory was used instead of "defaulting" to the company/person.

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19 Apr 2024 (over air update)

API Version - 5.2.3.7

• (bug) Fix for Opportunity/Case Pipeline filters created in metadata (they were just ignored).

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27 Feb 2024 (over air update)

API Version - 5.2.3.6

• (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.

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7 Feb 2024 Outlook add in V2.3.9.14

• (change) Disabled Autofill in browser control
• (fix) Meeting Invites emails were not converted to proper email addresses and caused an app issue.

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26th Jan 2024 (over air update)

API Version - 5.2.3.4

Fix for log call bug where the date was set to previous month.

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12th Jan 2024 (over air update)

API Version - 5.2.3.3

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.

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11th Jan 2024 (over air update)

API Version - 5.2.3.2

• Search Entity Default - You can now set this seperate to the New Entity Default
• Security update - Extra checks for SQL Injection

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21st Nov 2023 (over air update)

API Version - 5.2.3.0

MobileX updates only

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8th Nov 2023 (over air update)

API Version - 5.2.2.9

• bug fix for web app continuing to try log on when user has to reset their CRM password

• 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.

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7th Nov 2023

5.2.2.2

• Bug fix for email attachments being saved to companies with a "+" in their name. These were silently failing.

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.

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6th Nov 2023

Outlook client update 2.3.9.7

• fix for FROM address sometimes not showing up and only displaying as <>

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Outlook client update 2.3.9.5

• Disabled phone number parsing by default
• Check for updates now a manual check
• Set Url clears out localstorage so connection is reset

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13th Oct 23 (over air update)

API Version - 5.2.2.8

• 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.

• pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used.

Web App (version will be 1.1.67)

• pasting an email into the lead email field meant that it was not picked up

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3rd Oct 2023 (over air update)

API Version - 5.2.2.7

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.

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20th Sept 2023 (over air update)

API Version - 5.2.2.6

Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied

• Bug fix for setting default user currency (previously only system value was used as the default on currency fields)

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Sept 13th 2023 (over air update)

5.2.2.5 API Version - 5.2.2.5

• MobileX updates. See https://mobilex.crmtogether.com/index.php?title=New_Releases
• Create script was run before some options were set so moved this to fix this
• lead_secterr was being overwritten even if on screen
• list word length made longer (5 to 20) to make it easier to see
• We hide future update messages from non-admin users
• Option to add in flag field which is set when an entity is created with Accelerator/MobileX

To do this create a field exactly as below

 name = XXXX_ct_appFlagField (XXXX is the entity prefix)
 Max Length = 20
 Entry Width = 20

and the system will detect this and set the value to be "Accelerator".

To create this field for company for example you would name the field

 comp_ct_appFlagField 

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5th Sept 2023 (over air update) API Version - 5.2.2.3

• fix for wrong month on log call records (bug introduced in 5.2.1.2 - July 7th 2023)

To fix up older records run the following SQL (adjusting the 130 value as required)

 update Communication
  set Comm_DateTime=Comm_CreatedDate
 where comm_action  in ('phonein','phoneout')
 and Comm_DateTime>getdate()-130

17 Aug 2023

Aug 24th 2023 (over air update)

API Version - 5.2.2.2

• fix for workflow sql (we were filtering out some)
• Search box change - Users no longer need to put in a % in front of the text to search
• fix for new config (communication links were broken)
• Added in comm_action to default filter when screen CommunicationOfficeIntFilter does not exist

5.2.2.1

Available as an over the air update but to get all the updates the full install needs to be run.

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.

• Accelerator Plus added inc license screen (requires full install and not just over air update)
• MobileX app store links added to admin area
• New config screen added to admin area (needs metadata install run (NOT reset option though)

1. Click the tab 2. Configuration Menu 3. Configureation Area

• My CRM screen updated with MobileX app store links and Accelerator Plus url
• Fix for caching issue on mutliline text fields in summaries if expanded
• JSON report api - added in ability to add raw html to details area

 https://accelerator.crmtogether.com/index.php?title=Report_JSON_API

• Some translations added (needs metadata install run (NOT reset option though)
• Sage CRM 2023 ERP sample page style fix
• Added FIPS support for licenses

July 12th 2023 (over air update)

5.2.1.3

API Version - 5.2.1.3

• Fix for MobileX Contact Scanner feature
• Fix for GroupCodes (Sage 300 Integration) field display.

July 7th 2023 (over air update)

5.2.1.2

API Version - 5.2.1.2

• Some CRM instances returned false for permissions on secondary entities so workaround for this applied.

April 7th 2023 (Outlook add on update)

2.3.5.6

• Improvements for error handing
• With server version 5.2.1.1 installed phone numbers will also be parsed

April 4th 2023 (over air update)

5.2.1.1

• Fix for MobileX mode

5.2.1.0

• Fix for when an email has no TO email address

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March 28th 2023 (over air update)

5.2.0.8

Accelerator Web client Version: 1.1.3.18

API Version - 5.2.0.8

• Contains various fixes
• New Config screens

To add these in open the menu

 Administration -> Advanced Customization -> System Menus -> acceleratortab

 Caption=Config
 Action=Custom File
 Custom File:=SageCRMWS/ac2020/xconfig.asp

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Jan 9th 2023 (over air update)

5.2.0.5

• Fix for email distribution lists handling when filing
• MX fix for scanner bug introduced in 5.2.0.4

Nov 27th 2022 (over air update)

5.2.0.4

• Fix for MX appt/tasks updating and extending

Nov 18th 2022 (over air update)

5.2.0.3

• Fix for MX business card scanner - New Company selection bug

Nov 16th 2022

5.2.0.2

Over air update (update from CRM Together admin area) - Issues fixed

• Bad tags breaking Accelerator and logging user out
• Email attachments saving issue if company has no library set up

Nov 3rd 2022 5.2.0.1

• 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

       <add key="GenericEmailAddressesList" value="@gmail.com,@hotmail.com,@yahoo.com,@aol.com" />

to the web.config file

• Fix for tag detection in compose mode
• Improved how task pane reacts to the email being changed
• Email parsing improved where a persons name is set in the format "lastname, firstname"
• Fix for over air updates bug in 5.2.0.0

Oct 10 2022 5.2.0.0

• Defaults in CRM path when using our outlook add in
• Various translations
• Support for Sage CRM 2022R2
• Layout changes removing scroll bars etc
• Links to addin, and CRM url added into tab in CRM
• Number field type bug fixed
• fix - Mail Merge timezone issue
• Option to disable all matches. Set "disableAllMatches"="Y" in web.config

• Updated manifest for Office 365 Integration

                      https://update.crmtogether.com/version1260-manifest.xml

March 2022 5.1.0.0 - 23 March 2022

4 July 2022 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

26 May 2022 Over the air update (5.1.0.4) - fix for email matching on Lead emails.

See https://crmtogether.com/accelerator-latest-release-march-2022/

Module Versions

• • Webapp - Version 1.1.0.0
  • Server API - Version 5.1.0.0
  • Outlook - Version 2.3.0.0

Webapp

• Numbers show in dot
• Date fields shown with more info (Day or week, how long ago)
• Large text fields are not downloaded in full (to speed up app) and have a readmore or load option (for emails)
• Filters added for company person list and communications
• Ordering fixes on fields
• Sales and Cases lists changed and filter added (using the whereclause)
• Display record count on search icon
• Show workflow state (section) if there is one
• Build your own screen using ASP
• New Task screen updated to allow you assign to multiple people
• SageChangesNoTLS api replaced with SageChanges so that table scripts are triggered

Server API - Full upgrade

• Added Custom content support in screens
• Dates display difference between the value and now
• Conditional tabs support added
• Server side validation
• 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" />
• Ability to extend the entity options menu added in

Outlook

• Improved webview handling when edge decides to dispose of the object.
• Optional install for all users (for terminal services deployments).
• Improved logging

365 url - http://update.crmtogether.com/version1100-manifest.xml

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17 Feb 2022

Outlook version updated to 2.0.9.7 - We have NOT flagged an auto update for existing clients. This release is to help address the "Private Network Access" CORS issue that came about due to a chromium 98 update.

For more information on this see our blog

 https://crmtogether.com/edge-chromium-update-affects-connections/

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07 Feb 2022

Over air updates/changes (version 5.0.1.8)

• Fix for when a non-standard port is used

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31 Jan 2022

Over air updates/changes (version 5.0.1.6)

• Fix for when a user does not have a primary team assigned

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14 Dec 2021 Mail Merge update (app version 4.7.5.7) to allow install for "All users".

5.0.1.5 - 3 Nov 2021

Module Versions

• • Outlook - Version 2.0.4.1
  • Webapp - Version 1.0.1.2
  • Server API - Version 5.0.1.5

Over air updates/changes

• Showing more context content in Dialogs (so you will see a persons company for example)
• Send only button shows when linked to send set (requires outlook update 2.0.3.9 or later)
• Required fields flagged with red star
• External links on communications in lists
• German translation for Phone in/out updated
• Active oppos/cases sql change to remove year filter

Full install update also available with fix for locked down systems

• Only use this if your system is locked down. Open web.config and add in

 <add key="lockedsystem" value="Y" />

6th Oct 2021 - Server and client over the air update only There have been a few updates since 4th Oct

• To install go to Administration -> CRM Together and click the download button
• Server API version is 5.0.1.0
  • Fixes for dates, datetimes in new entity screens and mutli-select fields
  • Fix for default filters on person oppo and cases not being applied
• App version is 1.0.1.0
  • Bookmarks sorting issue

27th Sept 2021 - Outlook client update (version 2.0.2.8)

• changed how we store the url setting as office updates were resetting the settings file. This is now stored in the windows registry.
• Added longer timeout to edge runtime for slower older machines.

13th August 2021 - live url updates only (local install update to come)

• Web App (version will be 1.0.0.9)
  • Better error handling when SID is invalid
  • FIX - Outlook theme not being retained
  • Showing errors on screen in a custom ERROR modal
  • FIX - Email templates caching context bug fix
  • Improved reporting of CORs Issues with mixed content warning
  • FIX - local cache size limitation added in

• Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.7)
  • Installer (all new installs) even if run by an administrator will install to the AppData folder
  • Installer Warning to not run install using "Run as administrator"
  • Fix for some mailboxes/stores breaking the add in

5.0.0.5 - 23 August 2021

• Check the Administration-> CRM Together page to apply these updates
  • Fix - MAC support issue with dialogs
  • Fix - Email Parsing on a tagged email was not working
  • Fix - theme persistance
  • Tabs more compact
  • Screen changing UX improved
  • Dark mode added to app themes

• Outlook update - users will be prompted to update this within Outlook (version will be 2.0.2.2)
  • FIX - Edge runtime issue

• Download and install required of SageCRMAccelerator_Setup5005 to apply these updates
  • Installer now updates IIS max size - Previously you had to set this manually

5.0.0.4 - 9 August 2021

• Check the Administration-> CRM Together page to apply these updates
  • Support for Quotes and Orders summary screens/search added
  • Fix for 365 new add in Support *a number of issues fixed here for windows/MAC clients)
  • Fix for Theme retention issue on dialogs
  • Fix for Email Templates caching context
  • First time running a dialog will now appear to get the user started
  • Fix - Progress tables now getting a record set as per CRM
  • 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.
  • Errors now no longer kick the user to the login screen. We show a dialog instead.
  • The Edge Runtime is installed as part of our Outlook install and update

5.0.0.3 - 19 July 2021

• Check the Administration-> CRM Together page to apply these updates
  • Fix for Email Templates screen error
  • Fix for search list pagination
  • Fix for logging in without opening taskpane
  • Ability to add in Extra screens - Create new screens in the format

 ENTITYOfficeInt1
 ENTITYOfficeInt1

EG

 CompanyOfficeInt1
 CompanyOfficeInt2

This allows you to split the screen up into sections so you can show financial data in its own section for example

• Download and install required of SageCRMAccelerator_Setup5003RC3 to apply these updates
  • Fix for not showing Outlook client download for non-SSL installs

5.0.0.1 - 9 July 2021 - The major change here is the ability to self-host the Accelerator web application.

Keeping the locally hosted app up to date is also be possible from within the CRM Together pages in the admin area.

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.

• Outlook Client
  • Version: 2.0.1.3
  • Fix for subject not being picked up if its the last thing edited in an outlook compose window and you click send.
  • Fix for error appearing around email addresses
  • ERROR button appears if there is an issue in the app thats not visable
  • Improved start up time so app should be disabled less by outlook
  • known issue - Prompt and Send - When you edit the subject the edited version is not being used.

• Accelerator Web App
  • App Version: 1.0.0.5
  • Added in "--None--" option on selects
  • Compose window Tag Search fixed
  • Extended Lists no longer showing empty values
  • Multi-Selects fixed
  • Pagination added to all areas
  • Sorting in Lists added in
  • Person lists default to filter out Inactive people
  • 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.
  • Customising Top Content in summary screens https://accelerator.crmtogether.com/index.php?title=Summary_Screens
  • Customising Search see https://accelerator.crmtogether.com/index.php?title=Search
  • Fix: Search and dedupe using apostrope fix
  • Fix: NewEntityDefault was not being used
  • New Theme Added
  • Fix: File email Screen layout change for long TO/CC etc lists
  • Support for http for internal app hosting on http
  • In login screen url is readonly - must be changed in settings
  • Form Validation on other fields - only on text inputs previously
  • Connection Name limited to 20 characters
  • Password Encryption in localstorage
  • Footer Responsiveness
  • Reset button to wipe all connections and reset the app to an initial state
  • Add more than one connection
  • Auto-compelete turned off
  • 365 integration - main explorer window now has a button instead of having to click the vertical elipses.

• Config
  • 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.

EG

 <add key="securityoff" value="true"/>

• • Support for http for internal app hosting on http (THIS REQUIRES A FULL UPGRADE if you have 5.0.0.0 or earlier)

--When installed the url for the client will be in the form

   http://server/CRM/CustomPages/SageCRMWS/webapp/#/

and to use this you must update the "Client App Url" and replace "https://aclive1.crmtogether.com/#/" with your path (based on the above)

4.7.5.5 - RC16 10 May 2021 -

• • New outlook client using chromium browser - requires Edge runtime be installed and may require a system reboot
  • Client apps downloaded from update.crmtogether.com
  • Auto updates now in outlook and mail merge clients
  • Mail Merge client install no longer requires admin privileges to install
  • Main Web App updates
• 1. Email Templates -preview and context
• 2. Shared documents - preview
• 3. Person icon changed
• 4. Theme picker tightened up
• 5. Language picker
• 6. Pagination on search lists
• 7. New Task screen - context added in
• 8. Version number added in

• • 365 API Support - v1
• 1. Must be installed from our manifest (see update.crmtogether.com)
• 2. No compose (new email window) support yet - taskpane only
• 3. Tagging not supported yet
• 4. History dialog not supported yet

• • Issues -
• 1. Tagging issue fixed
• 2. Speed - caching added in for some screens