Leopard CRM 1.4.0.0 Released

on 26 Nov 07 by Dan

Leopard CRM 1.4.0.0 has been released today.  All hosted customers will be upgraded over the course of this week.  Changes include:

Advanced Search
 - Add operators:  Does not exist, Does not contain, Exists
 - Ability to exclude search relationships (not just restrict/only include)
 - "Restrict" changed to "only include" - now the opposite of "exclude"
 - Add include/exclude by marketing campaign
 - Add include/exclude by referral source

Company
 - Ability to add note to company
 - Duplicate company addresses/phone numbers are not shown on company view screen

Person
 - Show date created/updated

Import Data
 - Less geeky language on the import test screen
 - Show person was imported on the person screen

Sales
 - Alert to user when entering a note and a sales cycle is active
 - When adding a sale for a person, redirect back to person screen

Project Management
 - Attach files to a project
 - Put project dates on calendar
 - Correctly show all/historical projects

Marketing
 - Attach files and description

Bug Fixes
 - Error when searching for email contains a full stop
 - Error when importing an exported file
 - Error when searching for "@" in an email address
 - Error when searching with # character
 - Inconsistent results when searching with boolean "or" with an "and" in advanced search
 - Error when deleting a calendar item from the view or edit calendar item screen
 - Error when no search results on super search
 - Calendar reminders not working
 - Error when viewing a project task
 - Last note incorrect on company screen (person list)
 - Error when assigning to event and not selecting an event on the event selection screen

We're really excited to see this release go out as it makes Leopard CRM even easier to use.

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