Leopard CRM 2.5.0 Release Notes

on 28 Mar 09

Type: Release Notes     Category: System Options

- Add a contact to a marketing campaign from the contact screen
- Marketing Campaign Type added
- "Do not contact"/Marketing Permission rules for contacts
- Add the ability to assign an industry to a contact
- Change to events system to properly cleanup children records when deleting an event (properly removes related event dates from system when an event is deleted)
- Redesign the architecture for the Calendar system to improve response speed (now approximately 2-3x faster)
- Change the Month/Year selection on Calendar to change on selection instead of mouse hover
- Remove a "two hit" penalty on the calendar when using the next/prev buttons

System Administration:
- Ability to add/edit marketing campaign types
- Add editing of Industry lists in the admin area

Advanced Search:
- New search/filter for marketing campaign list
- Add option to Advanced Search to obey "Do not contact"/Marketing Permission rules
- Add search by industry
- Advanced Search drop downs changed to be sorted alphabetically (except state)
- Admin users removed from Advanced Search notes drop down

Bug Fixes:
- Fix bug where filters are lost when navigating via next/prev buttons on calendar
- Fix bug where project selections are lost when navigating via next/prev buttons on calendar
- Fix bug where deleting a Sale Category (Admin screen) incorrectly detects where it's in use already
- Fix bug that appears when using ' in a search for an event via lookup filter
- Fix bug that appears when using ' in a search for an marketing campaign via lookup filter
- Fix bug that appears when using ' in a search for an sales listing via lookup filter
- Fix bug where error occurs for person with note dates missing