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  4. 26.01.02 (01/12/25 - 26/01/26)

Release Notes - 26.01.02 (January 26)

Release: This release consists of the development undertaken under the sprints: 25.12.01, 02 & 26.01.01 & 02.

Key Features: Upgrading Data Tables, JQuery, Microsoft Teams Integration, Colleague Sidebar Fixes, Bug Fixes & more...

Upgrade Date: 31/01/26

 


Enhancements

DATA - Latest Version of JQuery & Data Tables

As part of Colleague's ongoing maintenance, we have updated the version of JQuery utilised by Colleague to 3.4.1. This includes an update to JQueryUI from 1.11.4 to 1.14.1.

The Data Tables version has also been upgraded to 2.3.6.

This version of Data Tables will enable features that will be taken advantage of in upcoming releases.

 

TEAMS - Microsoft Teams Integration

Colleague are pleased to announce our integration with Microsoft Teams.

This integration extends our standard 'click to dial' and inbound record popup options to include the automated logging of phone calls and meeting events.

Once enabled, phone calls inbound and outbound will be automatically logged as 'Teams' histories within Colleague against their associated records (based on the phone number)

Meeting events which also include attendance reports and transcriptions will be added as an attachment to the history log.

There is an additional permission which needs to be enabled for Colleague to access your Teams data.

When first enabled, the integration will log historical calls/meetings going back 30 days. From then on when processing call histories, it will log from the 'Last Checked' Date. This is updated every time a call is successfully logged (similar to Email Logging).

Group Meetings are gathered on an individual user basis (but there is logic to ensure duplicates are not recorded).

This will utilise four new history codes:

  • Teams Inbound Call - The log of an inbound call from an external number calling a User. This will advise the start/end time and duration of the call.
  • Teams Outbound Call - The log of an outbound call from a User to an external number. This will advise the start/end time and duration of the call.
  • Teams Meeting - The log of a meeting arranged by the User with an external person. This will advise the start/end time and duration of the meeting and the attendees. It will also include attachments for the attendance report and transcript.
  • Teams Meeting External - The log of a meeting attended by a User arranged by an external person. This will advise the start/end time and duration of the meeting and the attendees.

If you are interested in integrating Teams with Colleague, please contact the Support Team following the release.

Further information will be provided via our User Guides once available.

 

SIDEBAR - Colleague Sidebar Updates

The following updates have been applied to Colleague Sidebar Browser Extension Tool:

  • Previously all mandatory fields would need to be set in Summary View settings to appear on the Sidebar, mandatory fields will now appear even if not set.
  • A fix has been applied to ensure Lookup and Yes/No fields work as mandatory fields (i.e. Candidate Status)
  • Updates applied to ensure multi-selection lookup fields work as expected (i.e. Company Industry Code)
  • Update to support Custom Fields as mandatory fields
  • Update to support Custom Field Date Field formats
  • 'Lookup Record' feature updated to handle different URL formats to resolve issue with Lookup not finding matching Social Media Links
  • 'URL' field removed from 'New Lead' form as not relevant

 

 

Bug Fixes

Archived Leads included in Quick Search Index

It was raised that when a Lead has been archived, it can still be found via the Quick Search (when 'Include Archived' is set to 'No')

This has now been resolved.

 

Export from Lists - Custom Fields are not exported

When using the 'Export' feature from within the 'Lists' area, there were issues with the processing of certain custom field types.

This has now been resolved.

 

Sorting on Selection Screens not working for (Custom Fields)

An issue which caused the sorting order of selection screen results when sorted by custom fields has now been resolved.

 

Outlook Address Book Integration

The Outlook Address Book Integration has been updated with extra fixes and error logging to assist with scenarios where its connection to MS Graph has failed.

 

Password Reset Update

As an extra security feature, the Password Reset process has been updated to ensure you cannot 'change' a User's password to the same password that it is currently.

 

Change UserID to Capitals if Created in Lower Case

When creating a new User and setting a custom User ID, an update has been applied to ensure the User ID is capitalised.

 

Quick Search on Apostrophe Fix

A further update was made to the index used by the quick search to account for other variations of apostrophe.

This was only an issue when data has been copied from an external sources into Colleague rather than being typed. There were a handful of characters which all appear as an apostrophe, but were not accounted for via the Quick Search.

This update will work for new records moving forwards.