New Releases

coming soon 2023 (over air update)

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

• 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