Releases

Details of releases

5.2.0.0 - 10 Oct 2022 Brand new UI

• for classic please also create the folder "logging" under the "custompages/sagecrmws/" folder if it does not exist

4.7.5.4 - 2 Nov 2020

• Update: Improved timezone handling
• SSA field bug fix

Office 365 urls English

https://mx.crmtogether.com/V4754/outlookmx_final.xml

German

https://mx.crmtogether.com/V4754/outlookmx_finalde.xml

Patch 06 Oct 2020 An iOS14 update to safari fixed a bug we had worked around regarding dates.

Here is the patch. Please extract and review the readme

helper Replacement

This will be in the next release.

4.7.5.3 24th Sept 2020

• Note: New field added in user table 'user_ct_fcmtoken' that will be used in MobileX for push notifications (coming in future release)

4.7.5.2 (29 June 2020)

• RC5 - 9 July 2020 - Fix for readonly fields on edit screens being updated and fix for business card scanner
• iOS option to use Outlook as email client when sending emails (client setting)
• Removed link from summary screen title to full CRM (legacy code)
• Footer height up by 4 pixels
• New Entity screens now open in dialogs
• Plugins now enabled by default are

     <add name="Library"/>
     <add name="Pings" />
     <add name="Locations" />
     <add name="BusCardScan" />

• BusCardScan will now just work (previously CRM Together had to be contacted to enable this)
• Locations plugin now works on person also
• Option to hide status section - set to Y to hide the Status area on Company and person summary screens

   <add key="HideMXStatuscompany" value="N"/>
   <add key="HideMXStatusperson" value="N"/>

• UI Changes "Sales" text to "Oppo"
• Email Signature support documented - see http://mobilex.crmtogether.com/index.php?title=Email
• Fix: Calendar - change user and navigate to another day was resetting user
• Fix: Plugin Library - libr_userid was not set on files
• UI: Extended Appointment and Task screens
• UX: Plugins now use spinner when requesting data
• Fix: Ordering of custom menu items issue fixed
• Fix: Phone dialog radio buttons put back in
• Fix: Timezone fix for phone comm_datetime and task comm_datetime values

Office 365 urls English

https://mx.crmtogether.com/V4752/outlookmx_final.xml

German

https://mx.crmtogether.com/V4752/outlookmx_finalde.xml

4.7.5.1 (19 May 2020)

• SSA fields behaviour improved
• Fix for changing SSA fields from the default context

Office 365 urls English

https://mx.crmtogether.com/V4751/outlookmx_final.xml

German

https://mx.crmtogether.com/V4751/outlookmx_finalde.xml

4.7.5.0 (27 Mar 2020)

• Minor MX update but as the install is part of Accelerator this is also updated

Office 365 urls English

https://mx.crmtogether.com/V4750/outlookmx_final.xml

German

https://mx.crmtogether.com/V4750/outlookmx_finalde.xml

4.7.4.0 (20 Jan 2020)

• Improved PWA support
• Raised footer so it did not interfere with default functions for full screen phones
• iOS Notch issue (hiding the search bar) fixed
• Click on a phone icon now opens the log call dialog and prompts to call
• Settings button is always the last item
• WaveItemsSSA field support added
• Address icon changed from "compass" to "map-marker"
• Email signtaures plugin added (not enabled by default) - "emailsignature"
• For new installs - removed comm_note from CommuicationOfficeIntSmall

Office 365 urls English

https://mx.crmtogether.com/V4740/outlookmx_final.xml

German

https://mx.crmtogether.com/V4740/outlookmx_finalde.xml

4.7.3.2 RC7 19 Sept 2019

• RC7 - (19 Sept) - Custom Entiy support fix and demo2 plugin added (showing how to use an iframe to embed other apps/sites etc)

 See https://vimeo.com/361645063 for a webinar on this release

• RC6 - (16-Sept) - reset scale back to 1-1. Bug: creating an appt without a company set (no person) didn't record the company.
• RC5 - minor fix for popup calendar
• Sage CRM 2019 R2 support
• (change) - Hide company and person status options now available in config

   <add key="HideMXStatuscompany" value="N" />
   <add key="HideMXStatusperson" value="N" />

• (change) - Calendar look changed to allow you see more records on the screen
• (change) - Code-less (almost) customization options added
• (change) - Footer menu and entity menu now scroll-able (previously you had to click the arrow)
• (change) - Business Card scanner functionally improved
• (change) - Support for SSA fields added
• (change) - Date field changed to use html 5 input date type date
• (change) - Date time fields support added
• (change) - Client side CurrentUser object now supported
• (change) - Required fields are highlighted in yellow
• (fix) - Translations for German added in for email and phone field captions
• (change) - All email and phone fields now displayed on company/person summary (previously only the primary record was shown)
• (change) - Checkbox field support added
• (fix) - German umault characters support fixed
• (change) - "ReadOnly", "Caption" and "Required" javascript support added (case-sensitive) in field create script

Office 365 urls English

 https://mx.crmtogether.com/V4732/outlookmx_final.xml

German

 https://mx.crmtogether.com/V4732/outlookmx_finalde.xml

4.7.3.1 RC6 4 June 2019 Final fix - Fixing issue on create of company (created in RC3 HOTFIX)

4.7.3.1 RC3 31 May 2019 HOTFIX

• Issue found when editing and saving a company record in MobileX. This was also updating the primary persons email and phone to be the same as the company.
• (fix) - when mobilex was in PWA mode (opened like it was a native app) and you then opened an image from the library the screen was locked.
• (fix) - Library plugin - updated to only return last 10 records.

4.7.3.1 RC2 24 May 2019

• (fix) company email address field was missing from summary screen (work around in previous versions is to add the field comp_emailaddress to the custom screen).
• (fix) Menus on entities sometimes squash up when there are too many items (fix is to edit accelerator.js and fix typo (dispay) to be (display))
• (change) CRM notes plugin now orders the data by the note id (latest first)
• (change) German translation update "Business"="Geschäftlich"
• (change) Plugin framework made easier to add in multiple screens (for readonly)
• (change) Auto-logon option added to app
• (change) Update to how dates are handled in calendar and tasks to remove need for config on setup
• (fix) German translations added for Day names
• (fix) Fix for New/Edit screens with multi-selects (screen hangs)

Office 365 urls English

 https://mx.crmtogether.com/V4731/outlookmx_final.xml

German

 https://mx.crmtogether.com/V4731/outlookmx_finalde.xml

UPGRADE NOTES - Make sure that you accept the settings as per below (there should be no need to alter these values now)

 <add key="sqldatetimeformat2" value="yyyy-MM-dd HH:mm" />
 <add key="sqldatetimeformatMXAppt" value="yyyy-MM-dd HH:mm" />
 <add key="sqldatetimeformatMXTask" value="yyyy-MM-dd HH:mm" />

4.7.3.0 RC1 25 Feb 2019

• Support for Sage CRM 2019 R1
• (fix) for SQL servers returning dates in MST timezone data via CRM's api.
• (fix) Office 365 integration runs in IE and some screens ran some javascript that was not supported by this
• (fix) Safari on iPhone - some screens ran some javascript that was not supported by this
• (fix) Office 365 integration - Rendering of images in emails when viewed in CRM was broken due to a change in the HTML code in 365.
• (fix) Updated install note on runtime (was saying 4.5.2 but should be 4.6.1)

Office 365 urls English

 https://mx.crmtogether.com/V4730/outlookmx_final.xml

German

 https://mx.crmtogether.com/V4730/outlookmx_finalde.xml

4.7.2.1 5th Dec 2018

• (change) Support for uploading an image/photo against a lead

Office 365 urls English

 https://mx.crmtogether.com/V4721/outlookmx_final.xml

German

 https://mx.crmtogether.com/V4721/outlookmx_finalde.xml

4.7.1.2b 4th Oct 2018

• Status filter added to cases and oppos lists
• Internal improvements to make the plugin API easier to use
• fix for multi-select fields displaying the translation value on a custom screen (avrum this was for).
• Ability to set the workflow and state on entity create

Office 365 url

 https://mx.crmtogether.com/V4712/outlookmx_final.xml

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4.7.1.1b 2 July 2018 Minor release to fix issues in Office365 integration

• (fix) New Person on company context showing as "undefined"
• (fix) ReadOnly value on edit screen (CreateScript) now working (previously it only worked on NEW Entity screens)

Office 365 app urls English https://mx.crmtogether.com/V4710/outlookmx_final.xml German https://mx.crmtogether.com/V4710/outlookmx_finalde.xml

The mobile app should display as

 Client version: 4.7.1.0b

See [Upgrading] for details on upgrading

4.7.1.0 15 May 2018

• (NEW)Speed improvement utilizing caching (if customizing screens and lists you turn this off via the web.config)
• (NEW)Support added to allow custom MobileX screens/lists (default is to share the same ones as Accelerator). These MX screen names are suffixed by 'MX' EG CaseOfficeIntNewMX
• (NEW)Support added for StoreProcedure type fields (Case_reference was already supported). This works differently to CRM in that MobileX will create the reference id after the record is created. CRM itself creates it beforehand.
• (NEW)Support for CreateScript on fields added for 'DefaultValue' and 'ReadOnly' added
• (NEW)Support for all SSA fields displaying in view mode added (previously just main entities were displayed)
• (NEW)Updated support for different date formats (German ones specifically)
• (NEW)Action menu - text on NEW menu is now clickable also
• (NEW)Multi-select field type support added
• (NEW)New/Edit screens update - alignment of labels has changed to the label being above the edit box. This is to improve the user experience on smaller devices.
• Missing German translations added in
• (NEW)Workflow and State can now be set. The system checks first for a specific MobileX workflow using the keys

 <add key="entity_WorkflowNameMX" value=""/>
 <add key="entity_WFStateMX" value=""/>

if they are not found then it defaults back to the keys

 <add key="entity_WorkflowName" value=""/>
 <add key="entity_WFState" value=""/>

• (NEW)custom link to open a given entity

 URL format is
 index.html?entity=cases&entityid=49]

Office 365 app urls English https://mx.crmtogether.com/V4710/outlookmx_final.xml German https://mx.crmtogether.com/V4710/outlookmx_finalde.xml

4.7.0.0 13th March 2018

• (NEW) Lead entity support added

4.5.6.6 Jan 15th 2018

• (NEW) Sage CRM R1 2018 support
• (fix) Improved security

4.5.6.5 Nov 9th 2017

• (NEW) Outlook365 - Option to file email and attachments against Opportunity and Cases
• (NEW) Outlook365 - File email and attachments against multiple people at once
• (fix) Changed look and feel of screens
• (fix) Improved overall speed

4.5.6.3 Jun 26th 2017

• (NEW) Ability to change colors in MobileX
• (fix) MobileX License not getting picked up Fix
• (fix) Added support for older versions of SSL

4.5.6 Jun 14th 2017

• (fix) Metadata loader will now escape item names field data.
• (NEW) moved fonts to install (instead of using the CDN) - reason being some firewalls block these
• (NEW) Updated Task screen - now showing all tasks with a filter on top
• (NEW) Updated Calendar screen - status filter added
• (fix) Spelling- Change name From Pileline to Pipeline
• (NEW) Empty state if no items in Bookmarks