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Documentor: correcting a version family by hand

by site-publisher | Jul 6, 2026 | Documentor

A round of Documentor refinements makes its version detection easier to steer. When the automatic ordering is right it stays out of your way – and when it can’t tell, you can now set the order yourself instead of being stuck. When Documentor genuinely...

Dynamics 365 CRM: contacts inherit their company’s website, and emails timestamp by send time

by site-publisher | Jul 6, 2026 | Microsoft Dynamics 365 CRM

Two improvements to the Authgnosis CRM automation: new contacts now pick up their company’s website automatically, and outreach emails are now timestamped by when they were actually sent. When a new contact is added under a company that already has a website on...

Auto-versioning gets tougher after a round of real-world testing

by site-publisher | Jul 5, 2026 | Documentor

Documentor’s auto-versioning has now been run against a real, messy corpus of client files – and every rough edge that turned up became a fix, from a genuine crash to a handful of review-screen refinements that make it faster to trust what’s being...

Documentor’s duplicate finder moves from a popup into its own mode

by site-publisher | Jul 5, 2026 | Documentor

Finding and clearing out duplicate files used to mean opening a separate window on top of your file list. Now it’s a full mode of its own, switched to with one click, so reviewing duplicates feels like a normal part of working the list rather than a detour....

Turning a sales-intelligence export into a clean CRM data model

by site-publisher | Jul 5, 2026 | Microsoft Dynamics 365 CRM

Mapped every field from a sales-intelligence platform’s export into the matching CRM account and contact records Caught the transforms that trip up imports – values stored in thousands, and picklists that must match the CRM’s own options Corrected a...

Dynamics 365 CRM: Last Contact Engagement tracking on Accounts

by site-publisher | Jul 5, 2026 | Microsoft Dynamics 365 CRM

Every Account in the Authgnosis CRM now carries a live last-touch indicator: when anyone at that company was last emailed, called, or met, and how – updated automatically the moment it happens. Added two fields to the Account table: Last Contact Engagement (date/time)...
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Recent Posts

  • Why I Didn’t Build a Multi-Agentic AI Role-Based Architecture
  • Documentor: correcting a version family by hand
  • Dynamics 365 CRM: contacts inherit their company’s website, and emails timestamp by send time
  • Auto-versioning gets tougher after a round of real-world testing
  • Documentor’s duplicate finder moves from a popup into its own mode

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