New Releases

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