New Releases

27 Sept 2024

Released PWA version (Version: 1.3.157) on

https://store.app/developer/appmxpro-crmtogether-com

• Connect Email (Outlook 365 and IMAP) - View/Search and File Emails
• New Calendar

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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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21st Nov 2023 (over air update)

API Version - 5.2.3.0

MobileX updates only

• Changed how Appointment and Tasks are updated to cope when Exchange sync is used

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8th Nov 2023 (over air update)

API Version - 5.2.2.9

Accelerator updates only

5.2.2.8

API Version - 5.2.2.8

• Bug fix Ability to edit Company/person on appt (released in 5.2.2.6)-in edit mode (only) the person SSA list was not filtered y company

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

• (bug fix) Edit Task/Appt with company field and person field was not filtering on the company

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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20th Sept 2023 (over air update)

5.2.2.6

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

• Email templates "mailto" page

This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported. The best way to set up the templates for this is to click "source" and remove any HTML and for new lines add in '%0D%0A' as this is how the mailto links work. Be careful also when editing as the editor will insert HTML tags.

• Ability to edit Company/person on appt

You must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen.

For details see https://vimeo.com/863634292

• ICS file download page

For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values

   <add key="EmailFrom" value="user@domain.com"/>
   <add key="EmailHost" value="smtp.domain.com"/>
   <add key="EmailHostPort" value="25"/>
   <add key="EmailUserName" value="user@domain.com"/>
   <add key="EmailPassword" value="****************"/>
   <add key="EnableSsl" value="Y"/>	

Example of Office365 settings

   <add key="EmailFrom" value="frank@acmeinc.com"/>
   <add key="EmailHost" value="smtp.office365.com"/>
   <add key="EmailHostPort" value="25"/>
   <add key="EmailUserName" value="frank@acmeinc.com"/>
   <add key="EmailPassword" value="****************"/>
   <add key="EnableSsl" value="Y"/>	

To be able to send emails via SMTP with office 365 you need to enable this

 https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission

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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.

APRIL 2023

Native Apps

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

Oct 10 2022 5.2.0.0

• New UI
• Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details