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Code source de vtiger CRM 5.0.2 |
1 #################################################### 2 vtiger CRM 4.2 Patch 2 3 Sep 15, 2005 4 #################################################### 5 6 We are pleased to announce the consolidated patch for vtiger CRM 4.2. This release includes many code contributions from vtiger community and bug fixes! 7 8 ****************************************** 9 I. Code Contributions by vtiger Community 10 ****************************************** 11 12 Thanks to Bela, Fredy, JLee, MikeCrowe, and Sholmi for their valuable contributions to the vtiger CRM development. 13 14 Following contributions were made at vtiger Discussions under "vtiger CRM - Code Contributions" forum: 15 16 1. T2025 - 2 bugs - JLee (Same as P8180 in vtiger Discussions " Little typo in function get_lead_feild_options") 17 18 2. T2324 - Modification to the Aqua theme - Bela (Note: We have included the fix for all the themes except blue theme) 19 20 3. T2406 - Description spanned over all columns - Fredy 21 22 4. T2431 - Search by TicketId field in HelpDesk - Fredy 23 24 5. T2524 - Scrollable related lists - Fredy 25 26 6. P9578 - Import/Export Products - JLee 27 28 7. T2196 - Fix for World Clock Bug - JLee 29 30 8. T2139 - Bug in: EditView.html - Shlomi 31 32 9. T2000 - Add "Assigned To" as a choice when Importing - MikeCrowe 33 34 10. T1585 - Improved Calendar - Fredy 35 36 **************** 37 II. New Features 38 **************** 39 40 1. Import/Export Products 41 42 2. Scrollable List View for related Lists 43 44 *************** 45 III. Bug Fixes 46 *************** 47 48 -------------------------- 49 A. http://bugs.vtiger.com 50 -------------------------- 51 52 ------------------------------------- 53 S.No ID Subject 54 ------------------------------------- 55 1. 67 - Inventory Mgmt Related List 56 57 2. 70 - Activities - Quick Create 58 59 3. 81 - Price Book - Select Product list price 60 61 4. 82 - Inventory Mgmt Related List Issue 62 63 5. 96 - Alignment is not proper for Total and sub total 64 65 6. 108 - Without entering any value in global search if we click on search then the n an empty page is displayed 66 67 7. 113 - Security UI not good enough 68 69 8. 114 - Better icons for the inv mgmt modules 70 71 9. 428 - User Signature Issue 72 73 10. 125 - UI for New Product creation not proper 74 75 11. 129 - Advanced search requires some fields (SF.Net ID: 76 77 12. 131 - Sorting Name in Leads 78 79 13. 143 - Product related list in Activity can be removed 80 81 14. 149 - New Ticket Creation - Group empty 82 83 15. 160 - Modified time and created time are 0 in Add Business Card 84 85 16. 406 - Clock is dislocated after delete a record 86 87 17. 407 - HelpDesk quick create- title not saved 88 89 18. 408 - Activities CustomView contact not displayed 90 91 19. 409 - After mass delete FAQ control goes to HelpDesk 92 93 20. 410 - Footer alignment changed 94 95 21. 411 - New Event Creation 96 97 22. 405 - FAQ quick create 98 99 23. 412 - Security - Activity delete 100 101 24. 413 - Security - Default Organization for Activities 102 103 25. 414 - Field positioning Sales/Support Start dates 104 105 26. 415 - Inventory Related List 106 107 27. 416 - Inventory RL 108 109 28. 417 - Inventory RL - Activity History missing 110 111 29. 418 - Ticket - Create 112 113 30. 419 - Email - Edit View 114 115 31. 420 - Availability of user 116 117 32. 421 - Adding Products to Price book Validations 118 119 33. 422 - New Activity Creation - Group empty 120 121 34. 424 - History in Potential, PO, SO and Invoice 122 123 35. 425 - After delete tickets it displays empty list 124 125 36. 426 - Invoice Display in Home Page 126 127 37. 86 - File Size validation for the product image 128 129 38. 78 - Adding pricebook to products 130 131 39. 81 - IE 6 Pricebook Validations 132 133 ----------------------------------- 134 B. vtiger Discussions - Bug Tracker 135 ----------------------------------- 136 137 ------------------------------------- 138 S.No ID Subject 139 ------------------------------------- 140 141 40. T1707 - Customer Portal language bug 142 143 41. T2080 - Email doesn't work 144 145 42. P8047 - Change Status Not Updating Modify Date 146 147 43. P8004 - BUG modules/HelpDesk/Save.php 148 149 44. P8301 - Additional Info to Helpdesk-Issue 150 151 45. P8449 - Calendar icon missing at HelpDesk 152 153 46. P8306 - Missing values in Cumulative Statistics 154 155 47. T1802 - Still not possible to delete a contact - account relation 156 157 48. T1398 - Issues in Contacts 158 159 49. T1694 - Email Editor Add Link doesn't work 160 161 50. T1742 - Bug when assigning product from 2nd page to potential 162 163 51. T2025 - 2 bugs 164 165 52. T2313 - New Task Bug 166 167 53. P8170 - Quotes popup trouble 168 169 54. P8098 - Vendor pick list not working in Purchase order 170 171 55. T1862 - Customize Quote Template 172 173 56. P8159 - New Calendar Bug 174 175 57. T2038 - Please fix these Bugs in 4.2 176 177 58. T1696 - Accounts Website url fix 178 179 59. T2003 - Pricebook bug 180 181 60. P8293 - Double entries in 'Default Organization Sharing Access' 182 183 61. T2512 - Home upcoming activities 184 185 62. P8030 - Meetings not held must not be shown in upcoming activities 186 187 188 #################################################### 189 190 vtiger CRM 4.2 Patch 1 191 Aug 10, 2005 192 193 #################################################### 194 195 New Feature: 196 197 Reports can be exported in Excel Format. 198 199 Bug Fixes: 200 201 1. Forum Post ID 6550: Can not add new product 202 203 2. SF ID1159916: settings-Company details 204 205 3. SF ID1160084: Task - End Date 206 207 4. SF ID1161317: date accept 0 value 208 209 5. SF ID1161326: Lead Conversion 210 211 6. Forum Topic ID 2038: Please fix these Bugs in 4.2 212 213 7. Internal: Make QuickActivityRegister have enddate(duedate) 214 215 8. Forum Topic ID 1696: Calendar bug fix for non-admin user 216 217 9. Forum Topic ID 1648: Converting a lead 218 219 10. SF ID 1161344: probability is not validate if we give greater value 220 221 11. Forum Topic ID 2223: Editing Company information 222 223 12. Interna: Calendar in Quick create in events 224 225 13. Forum Topic ID 1803: chips impossible to add more activity (task/event) 226 227 14. Forum Post ID 6733: Missing required field in New Event shortcut 228 229 15. Internal: Lead Conversion form validation 230 231 16. Forum Topic ID 2038:Please fix these Bugs in 4.2 232 233 17. SF ID 1161223: Export to PDF 234 235 18. Forum Topic ID 1693:Bad PDF output 236 237 19. Forum Topic ID 2012:Report Customization iNot working in IE 238 239 20. Forum Topic ID 1823: Translation Issue 2 240 241 21. Forum Topic ID 2038: Please fix these Bugs in 4.2 242 243 22. Internal: Invoice Qty & inventory issues in 4.2 GA 244 245 23. Forum Topic ID 1717: bug report in new sales order and PDF invoice on 246 online demo 247 248 24. Internal: Inventory Mgmt 249 250 25. Internal: Detail View Ui for Products Relateion in inventory is imporper 251 252 26. Internal: SO - Popup Account - table issue 253 254 27. Internal: Notes - Cancel/ back 255 256 28. Internal: No of Employees Field not validated 257 258 29. Internal: Filling with Todays date 259 260 30. Internal: Security - Default Organization for Activities 261 262 31. Internal: Security - Activity delete 263 264 32. Internal: Inventory Mgmt Logging 265 266 33. Internal: URL and URL name 267 268 34. Internal: Feild level access for task 269 270 35. Forum Topic ID 1823: Custom Date field not working? 271 272 36. Internal: Support for Text Area Custom Field 273 274 37. Forum Topic ID 1643: Any user can change onw role for admin role? 275 276 38. Internal: Class not set in inventory product UI 277 278 39. Forum Topic ID 2258: Nasty security bug in latest 4.2! 279 280 40. Code Contribution: Indexing code by Microwe integrated 281 282 41. Internal: Title doesn't show up 283 284 42. Forum Topic ID 1997: Fixing bugs. 285 286 43. Forum Topic ID 822:Translation-Issue 287 288 44. Forum Topic ID 1768: Contact address pulled from Acccount 289 290 45. Forum Topic ID 1753: VtigerCRM 4.0 Character causing troubles 291 292 46. 1161351: Inventory Mgmt Related List 293 294 47. 1161347: Inventory Related List 295 296 48. 1161415:Contacts - Related Lists - Deleting Products 297 298 49. 1161406: Assigned ToUser in Leads can be Assigned to User 299 300 50. Forum Topic ID 2092: Product Popup in New Quotes 301 302 51. Forum Topic ID 1980: Account Pop Http 404 when pickup a account in New 303 Sales Order 304 305 52. Forum Topic ID 2003: Pricebook bug 306 307 53. 1161337: Price Book Product Select 308 309 54. Forum Topic ID 2088: Address Information Won't Export 310 311 55. Forum Topic ID 1582: Importing Checkbox Values when importing leads 312 313 56. 1161356:Email - quick create date and time sent date not validated 314 315 57. 1160290: Potentials incorrectly pulls up deleted notes in related 316 317 58. Internal: Form Validation for Add Business Card 318 319 59. Internal: Single, double quotes problem in ticket comments and FAQ 320 comments 321 322 60. Forum Topic ID 1612: Misbehaviour on validation of number fields 323 324 325 ####################### 326 327 vtiger CRM 4.2 GA 328 July 18, 2005 329 330 ####################### 331 332 We are pleased to announce the latest version of vtiger CRM. This release includes many new features and few bug fixes! 333 334 ***************** 335 A. New Features 336 ***************** 337 338 * Activity Management 339 340 * Manage recurring events (daily/weekly/monthly/yearly) 341 342 * Group/Shared calendar to plan meetings with vtiger CRM users without time conflicts 343 344 * UI enhancements related to overdue tasks in Activities list view 345 346 2. Lead Management 347 348 * Capture leads directly from your Web site to vtiger CRM 349 350 * Customize Online Lead Form as per your Web site requirements 351 352 * Create mailing lists and execute E-mail marketing campaigns 353 354 * Add multiple products to the leads 355 356 * Customize list of the leads as per users' requirements 357 358 * Create fully customizable lead reports 359 360 * Lead conversion mapping for all the custom fields 361 362 3. Account & Contact Management 363 364 * Generate quotes, sales orders, and invoices directly from the accounts and contacts 365 366 * Track history of all the products purchased by customers 367 368 4. Products Management 369 370 * Create Price Books and associate products with Price Books 371 372 * Procure products from the selected Vendors list 373 374 * Associate Trouble Tickets and Knowledge Base articles with products 375 376 * Ability to upload product images for easy identification 377 378 5. Sales Quotes 379 380 * Track outstanding quotes from the quotes list view 381 382 * Add Line Items to the quotes and update sub-total, taxes, adjustments, and grand total amounts 383 384 * Select different prices for the same product as per customer segment 385 386 * Create printer-friendly Sales Quotes and deliver to the prospect customers through in-built E-mail service 387 388 * Create Sales Order or Invoice with a single click from the Sales Quote 389 390 * Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect 391 392 * Display quotes related to accounts under the related list 393 394 * Customize Sales Quote fields as per your organization requirements 395 396 * Set up your company information to display your company address while creating PDF documents 397 398 6. Order Management 399 400 * Streamline organization-wide procurement and fulfillment processes by integrated Order Management with CRM 401 402 * Track outstanding orders from the Orders List View 403 404 * Procure products from the available Vendors/Manufacturers/Resellers list in vtiger CRM 405 406 * Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse 407 408 * Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements 409 410 * Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders 411 412 * Add Line Items to the Orders and update sub-total, taxes, adjustments, and grand total amounts automatically 413 414 * Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through in-built E-mail service 415 416 * Once the Sales Order is confirmed create Invoice from Sales Order with a single click 417 418 * Periodically notify the stock position to the concerned parties in your organization so that stock is always available to fulfill the outstanding orders 419 420 7. Invoices 421 422 * Track outstanding invoices from the Invoices list view 423 424 * Create printer-friendly Invoices and deliver to the customers through in-built E-mail service 425 426 * Customize Invoice fields as per your organization requirements 427 428 * Add Line Items to the Invoice and update sub-total, taxes, adjustments, and grand total amounts automatically 429 430 * Customize Invoice fields as per your organization requirements 431 432 * Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the customer while creating invoices 433 434 * Associate invoices with the General Ledger account for hassle free book keeping 435 436 437 8. Help Desk 438 439 * Manage product-wise Knowledge Base articles/FAQ 440 441 * Associate Articles with trouble tickets and products 442 443 * Provide public access to the Knowledge Base only after approval 444 445 * Update Articles/FAQ in vtiger CRM as based customer suggestions & comments 446 447 9. E-mail Integration 448 449 * Configure incoming E-mail servers on per user basis. Each user can retrieve his own E-mails 450 451 * Fetch E-mail messages through POP and IMAP services 452 453 * Setup multiple incoming E-mail servers 454 455 * Seamless integration between incoming E-mail messages and the corresponding contacts in vtiger CRM with a single click 456 457 * Fetch incoming E-mail messages as RSS feed in RSS module 458 459 * Send E-mail notification to the users when records are assigned to them or there is a deadline coming up 460 461 * Ready-to use E-mail templates 462 463 * Populate vtiger CRM user related fields in E-mail templates 464 465 * Export E-mail messages into CSV file 466 467 * Fetch inbound E-mails and associate to the contacts or create E-mails directly into vtiger CRM 468 469 * Send mass E-mails to the contacts and other users 470 471 10. Other Features 472 473 * Lead conversion feature within module access scope 474 475 * Generate quotes and sales orders, from the potentials 476 477 ***************** 478 B. Bug Fixes 479 ***************** 480 481 1. FORUM:1545 - Quotes, orders - working or not ? 482 483 2. FORUM:1560 - Can not change user password & problem with ordering system 484 485 3. FORUM:5512 - In custom fields calendar, when a calendar field in created, the calendar drop down does not appear 486 487 4. FORUM:5553 - Contact with apostrophe ' in name cannot own a ticket 488 489 5. FORUM:5795 - If you change the name of admin passwords are lost !!! 490 491 6. FORUM:5810 - In contacts module Brithdate shown as 0000-00-00 492 493 7. FORUM:4501 - Error message while associating user to a group 494 495 8. FORUM:4550 - Issue related to custom drop-down list order 496 497 9. FORUM:4039- Issue with duplicating a contact 498 499 10. FORUM:4073 - Normal user with no access to the settings is anyway able to change the profile of a role. 500 501 11. FORUM:1409 - Report Export to PDF 502 503 12. FORUM:1818 - Outlook Sync applies makes Calendar appointments 2020 504 505 13. FORUM:606 File Missing: testemailtemplateusage.php 506 507 14. FORUM:1294 - Problem with e-mail templates 508 509 15. FORUM:1050 - Subject of emails not imported - Need confirmation 510 511 16. FORUM:1276 - Converting Leads and assigning to user 512 513 17. FORUM:1270 - Bug in e-mail module 514 515 18. ORUM:1742 - Bug when assigning product from 2nd page to potential 516 517 19. FORUM:1772 - Bug: wrong date format when converting leads 518 519 20. FORUM:1559 - Tasks not working in Leads 520 521 21. FORUM: 5247 - Account search doesn't work 522 523 22. FORUM:5096 - Phone search 524 525 23. FORUM:5715 - Currency Support 526 527 24. FORUM:5795 - Roles and Passwords 528 529 25. SF1102842 - CSV import, problem with ä,ö,ü 530 531 26. SF1097215 - Mass Delete in Accounts, Contacts and Opportunities 532 533 27. SF1025603 - Phone in Task 534 535 28. SF1093989 - picklists - I18N 536 537 29. SF1090963 - wrong header caption in activities, history 538 539 30. SF1090711 - Duplicate entries in language translation 540 541 31. SF1095038 - Import Leads - No Mapping Fields 542 543 32. SF1093132 - Lead Import Fails - v3.2 544 545 33. SF1094944 - The leads dropdown list does not update 546 547 34. SF1090715 - Error on importing contacts from cvs file 548 549 35. SF1073179 - Importing .xls files but missing one of the column header 550 551 36. SF1073159 - Importing Problem 552 553 37. SF1087482 - user not deleted 554 555 38. SF1094950 - New E-mail - Error Message 556 557 39. SF1090721 - Meeting Contact - Unable to remove 558 559 40. SF 1090717 - New Note: Field Name missing 560 561 41. SF 1230595 - Custom Calendar in Tickets not working 562 563 42. SF 1221170 - Sort Notes 564 565 43. SF 1221036 - Orders 566 567 44. SF 1214401 - Contact birthday translation 568 569 45. SF 1214396 - Task start date and Calendar date scrambled 570 571 46. SF 1218633 - Phone Search not working 572 573 47. SF 1231325 - Error with open tickets link on home page 574 575 48. Create users without associating to any of the groups 576 577 49. Non-editable user name 578 579 50. Mandatory fields checks while configuring currency fields 580 581 51. Mandatory fields checks while configuring database backup server 582 583 52. The currency symbol which is set in Currency configuration, it is not reflected in dashboard graphs. 584 585 53. Field accessibility support not provided for Potential fields 586 587 588 ***************** 589 C. Known Issues 590 ***************** 591 592 1. FORUM:1816 - Outlook Plugin error in Outlook 593 594 2. FORUM:1818 - Outlook Sync applies makes Calendar appointments 2020 595 596 3. FORUM:1293 - Leads have disappeared - We turned off Leads for all users in the Sales profile. Now we have turned them back on in Settings and they still don't appear. When have restarted the server to completely restart all services just in case but that didn't fix it. Any ideas? 597 598 4. FORUM:1752 - Bug: Decimals lost in custom currency fields in products 599 600 5. FORUM:1831- Import Error CSV Leads (File size more than 2MB cannot be imported) 601 602 6. PDF report overlaps if the number of columns are more than the paper size and last few columns are hidden 603 604 7. While creating a new event from Ticket related list, ticket name is not displayed under Activity page 605 606 8. In Products related Price Book if edit link will point to Price Book edit view instead of Edit product list price 607 608 9. If an event is assigned to Group then in the users list the group members name is displayed 609 610 10. If an event is assigned to a team, if the team name is empty then also the event is being saved 611 612 11. In Lead Conversion, the type of custom field is not taken into consideration 613 614 12. If any of the events associated with recurring event is closed, all the related recurring events are also closed 615 616 13. In Reports, The Date fields in "Filter Options" will not be retained after clicking the 'Apply Filter' button 617 618 14. When a New Sales Order, Purchase Order, Invoice and Quotes are created from a Product Detail View, Account Name and Potential Name will not be populated. 619 620 15. In a Product Detail View if 'Add to Price Book' hyperlink is clicked and if no Price Book is present in the list, and if 'Add to Product' is selected, vtiger Home page will be displayed. 621 622 16. While generating reports the fields selected in 'Columns to Total' will not be displayed. 623 624 *************** 625 D. Limitations 626 *************** 627 628 1. Security is not implemented for Reports and Dashboards. 629 630 2. GIF images are not supported while generating PDF documents such as Quotes,Orders and Invoice. 631 632 633 NOTE: For more details about vtiger CRM 4.2 Release Notes, Please refer to the following URL: 634 635 http://www.vtiger.com/wiki/index.php/Vtiger_CRM_4_2_Release_Notes 636 637 ####################### 638 639 vtiger CRM 4.2 Alpha 640 May 31, 2005 641 642 ####################### 643 644 We are pleased to announce the latest version of vtiger CRM. This release includes many new features and few bug fixes! 645 646 ****************************************************************************************** 647 Note: vtiger CRM 4.2 Alpha is only for testing and can not be used for production purpose. 648 649 Please post Bugs at the following URL: 650 651 vtiger Discussions: http://www.vtiger.com/discussions/viewforum.php?f=12 652 653 ****************************************************************************************** 654 655 New Features 656 657 1. Quotes module 658 2. Order Management module (Purchase Orders & Sales Orders) 659 3. Invoices module 660 4. Price Books 661 5. Vendor/Suppliers Management 662 6. Customizable Reports 663 7. Customizable List Views 664 8. Customer Self-service Portal 665 9. RSS module 666 10. Event Reminders 667 11. Configurable Email Notifications 668 12. Incoming Email Support 669 670 -------------------- 671 vtiger CRM 4.0.1 672 April 29, 2005 673 674 We are pleased to announce the latest version of vtiger CRM. This release 675 includes some of the new features and numerous bug fixes! 676 677 ------------- 678 New Features 679 ------------- 680 681 1) Default Organisation Fields - Fields that are not needed can be made hidden across the organisation. 682 2) Multiple Date format support. 683 3) Currency Support. 684 4) Customer Portal Beta Release - as an add on. 685 686 ---------- 687 Bug Fixes 688 ---------- 689 690 1) When time like '1:00' is given as input in new event, instead of '01:00', 691 an expection will be thrown in the calendar 692 2) Php warning fixes - contributed by joduba. 693 3) 'Sales Stage' column empty in Potentials table for Contacts and Accounts 694 Detail view. 695 4) Calendar icons not working in homepage in my pipline chart. 696 5) Delete confirmation for notes and attachments in all modules Related list. 697 6) Select Contact from Popup after navigation throws exception. 698 7) Duplicate entry in Notes listview, when created from Ticket Module. 699 8 Added 'Contact' in HelpDesk List View. 700 9) Issue in Description Update across modules when saved during edition. 701 10) Problem in Notes Update, when no attachment is given. 702 11) When a Custom field contains space, export query fails. 703 12) Intialising 'log_sql' variable in config.php - php warning fix 704 13) Show tickets in Detailview / Related listof contacts. 705 14) In Help Desk search 'Status' & 'Priority' given as combo. 706 15) Note Title should not be unique. 707 16) Problem in importing more than 1000 records. 708 17) In Email template big text is not supported 709 18 Paragraph support in email template 710 19) Amount size entry should be increased in Potentials (increase the digits) 711 20) Duplicate Email template entry when editing a template. 712 21) Notes and Attachment title/description display in related list 713 22) When selected a username in the popup window after search from 714 Activity/Email Detail View an exception is thrown. 715 23) After email export, the body field in document is empty. 716 24) Problem in HelpDesk Search based on Created Date. 717 25) When assigned, Contact Salutation type in email template, and used in 718 select email template, salutation type is empty. 719 26) Sorted by 'Contact' in Ticket List View. 720 27) Title field not validated when creating a new ticket 721 28) My Account' link in login page throws exception 722 29) Usename/creator will shown in all events in Calendar 723 30) In Account Advance Search 'State' field empty after giving a value to 724 search. 725 31) In Home Page my groups all the group entities are displayed 726 32) In Home Page My Activities, the Activity Link is not working. 727 33) The Group Name link is the User Detail View not working. 728 34) Email fiele length in accounts table modified from 30 to 100 729 35) Check Box custom field Search not working 730 36) Product search fields are interchaged between Basic and Advanced. 731 commision rate & Qty/Unit -- Moved from Basic to Advanced. Manufacturer & 732 category -- Moved from Advanced to Basic 733 37) Improper Link issue in Popup after search. 734 38) In Home Page My Tickets - Related to Contacts link are not working. 735 39) Unwanted includes in Calendar Removed 736 40) Sorting of Potentials in Home Page(Amount in Descending order) 737 41) Login History - improper login/logout time 738 42) Email Form Validation 739 43) Pipleline total not getting updated. 740 44) In Email List View displaying of Contact Issue. 741 45) Enabling Status for Call and Meetings. 742 46) Removing Notes, Products from Default Organisation Sharing. 743 47) Populating modified time during entity creation. 744 48) Edit and Duplicate of Attachments not working. 745 49) Displaying of Closed Ticket in Home Page. 746 50) Deleted entities are getting listed in Tracker. 747 51) Enabling History tabs in Leads, Contacts, Accounts and Potentials for 748 Activity History. 749 750 751 -------------------- 752 vtiger CRM 4 753 March 29, 2005 754 755 We are pleased to announce the latest version of vtiger CRM. This release includes several new features and numerous bug fixes! 756 757 ------------- 758 New Features 759 ------------- 760 761 A. General 762 763 1. Database layer is redesigned for a better data integrity 764 765 2. Multiple database support for MySQL, Oracle, MSSQL, and Postgres through ADOdb (We have tested in MySQL and Oracle only) 766 3. Microsoft Office Plug-in to create mail merge templates in Microsoft Word and create on-the-fly documents with customer specific data in vtiger CRM 767 768 4. Mozilla Thunderbird Plug-in to add E-mail messages and addresses from Thunderbird to vtiger CRM 769 770 5. E-mail notifications to vtiger CRM users as well as customers instantly as well as periodically 771 772 6. Search enabled for all the fields (including custom fields) in various modules 773 774 7. Database migration from version 3.2 to version 4 775 776 8. Accessories, such as World Clock and Calculator 777 778 B. Lead Management 779 780 1. Filter leads list in Leads home page based on lead status 781 782 2. Change leads owner in bulk 783 784 3. Export Leads into Spreadsheet programs 785 786 C. Account Management 787 788 1. Filter accounts list in Accounts home page based on type of the account 789 790 2. Delete accounts in bulk 791 792 3. Change accounts owner in bulk 793 794 D. Contact Management 795 796 1. Delete contacts in bulk 797 798 2. Change contacts owner in bulk 799 800 3. Create mail merge documents for contacts 801 802 E. Opportunity Management 803 804 1. Notification of Big deals to the specific users/non users 805 806 2. Filter opportunities list in Opportunities home page based on the sales stage 807 808 3. Delete opportunities in bulk 809 810 F. Help desk 811 812 1. Automatically generate ticket ID while creating trouble tickets 813 814 2. Filter trouble tickets list in Help desk home page based on the priority of the ticket 815 816 3. Add/Modify custom fields in Help desk 817 818 G. Products 819 820 1. Enhanced the standard fields based on users feedback 821 822 2. Add/Modify custom fields in Products 823 824 H. Activity Management 825 826 1. All the activities (Tasks, Calls, and Meetings) can be managed in a Activities module 827 828 2. Calendar user interface is enhanced, with a small calendar in Home page 829 830 3. Synchronize calendar records with Microsoft Outlook 831 832 I. Studio: 833 834 1. Add custom fields in Helpdesk and Products modules 835 836 2. Modify the custom pick list values in all the modules 837 838 3. Custom objects for URL and boolean types 839 840 4. Enhanced user interface for product customization 841 842 J. Communication Templates: 843 844 1. Mail Merge Templates to create on-the-fly Microsoft Word documents based on customer data 845 846 2. Canned E-mail Notifications through Linux Cron Job/Window Scheduler: 847 848 K. Security Management 849 850 1. Manage Profiles and associate to the roles 851 852 2. Module level access control list for profiles 853 854 3. Field level access control list for profiles 855 856 4. Organization level record sharing model 857 858 5. User management from Settings module 859 860 L. System Administration 861 862 1. Outgoing Email server configuration 863 864 2. Database backup server configuration 865 866 We have also provided the following features requested in Sourceforge.net and vtiger Discussions: 867 868 SourceForge 869 870 1. 1157343: Custom fields for tickets 871 872 2. 1108850: Mozilla Thunderbird (Non-MS Outlook) Plugin 873 874 3. 1069886: PostgreSQL Support 875 876 4. 1050500: HelpDesk or Trouble ticketing 877 878 879 vtiger Discussions 880 881 1. RC1 - Leads : Sorting Lead List - by eberled 882 883 2. Database management (database backup) - by eberled and ITPM 884 885 3. Enable/Disable Import/Export features according to the user's profile - by bwoo and fredy 886 887 4. Small Calendar in Home page 888 889 5. Department instead of Account in Contact list - by joduba 890 891 6. Delete contacts in bulk - by david and Bez 892 893 7. Delete users - by Jim 894 895 8. ACL on data - Stefano 896 897 9. Groups and user level security - by Jay McDonald 898 899 ---------------- 900 Important Notes 901 ---------------- 902 903 * We have tested vtiger CRM 4 in MySQL and Oracle database software. Though we didn't tested in other database software, we feel it should work. 904 905 * Cases Module is phased out (Help desk module take care of all the customer support related features) 906 907 * Opportunities module is renamed as Potentials 908 909 * Tasks, Calls and, Meetings modules are phased out (Activities module take care of all the tasks and events related features) 910 ---------- 911 Bug Fixes 912 ---------- 913 914 We have fixed the following issues reported in Sourceforge.net and vtiger Discussions: 915 916 SourceForge.net 917 ---------------- 918 919 1. 1087474: suggestion 920 921 2. 1169597: Tab Order in data entry is inconvenient 922 923 3. 1158945: Cancel button behavior 2 924 925 4. 1158943: Cancel button behavior 926 927 5. 1161346: RC1 - Custom field Date not working 928 929 6. 1157577: Account View -- Contact Name 930 931 7. 1158932: RC1- Need "Select Product" on Potentials 932 933 8. 1158934: RC1 - Need select multiple products on Activities 934 935 9. 1158934: RC1 - Need select multiple products on Activities - Richie Please check it is promised in sf.net 936 937 10. 1160628: Deleted tickets are still visible in the account overview 938 939 11. 1160522: minor issues in RC 1 940 941 12. 1157581: BusinessCard.php 942 943 13. 1158473: double $contact_id definition in modules/Calendar/UserCalend 944 945 14. 1157587: website character needs to be longer 946 947 15. 1157583: redirection limit for url exceeded 948 16. 1156560: Single quotation mark not handled when creating new note 949 950 17. 1069310: Time out during contact import 951 952 18. 1156463: Outlook Plug-in Error: wrong encryption string 953 954 19. 1111432: Meetings get duplicated views after editing 955 956 20. 1152457: V3.2 Log-In Recognition 957 958 21. 1151958: Leads "Change Status" button doesn't work 959 960 22. 1151793: Editing lead errors 961 962 23. 1145907: exporting xls to leads - 963 964 24. 1087484: user deleted problem 965 966 25. 1122448: export of opportunities 967 968 26. 1122446: upload file size hardwired 969 970 27. 1119621: PHP Error when cancelling editing of a ticket 971 972 28. 1116923: Custom contacts import fails if no last name specified 973 974 29. 1116919: CVS Import bombs when data contain single quote 975 976 30. 1032651: New Attachment - Error message 977 978 979 vtiger Discussions 980 ------------------ 981 982 1. Displaying the corresponding lead in Meeting/Call/Task modules 983 984 2. Activity - missing confirmation on deleting activities - by fredy 985 986 3. RC1 - Potentials "Only my items" not working - by eberled 987 988 4. RC1 - Potentials sorting tables returns an error - by eberled 989 990 5. RC1 Helpdesk - 'Assigned to' vs. 'Group' - by eberled 991 992 6. RC1 - Helpdesk: Changing a ticket doesn't work - by eberled 993 994 7. RC1- Homepage / Helpdesk : all tickets are listed - by eberled 995 996 8. RC1 - Helpdesk : Account and Contact Name - by eberled 997 998 9. RC1- Settings: Communication Templates - by eberled 999 1000 10. Unable to tab - by 829 1001 1002 11. Email to Contacts and Mass Mail - by Jay 1003 1004 12. blank.gif doesnt display - by timb 1005 1006 13. RC1 - Product commission rate needs decimal field -by dchaffee 1007 1008 14. RC1 - Potentials sorting tables returns an error - by eberled 1009 1010 15. Bugs in table insert statements during a new installation - by pab63 1011 1012 16. RC1 - Selecting a contact shows only name and no firstname - by eberled 1013 1014 17. Problem installing on subdomain - by cyberox 1015 1016 18. help desk trouble ticket - by 829 1017 1018 19. RC1 - Admin-Page: Empty Link in top right corner - by eberled 1019 1020 20. RC1 - Admin Page: Wrong mail server password shown - by eberled 1021 1022 21. RC1 - Admin : Creating User ( input field tab order) -by eberled 1023 1024 22. Accentuated characters - by bigtime 1025 1026 23. Can't create new leads, contacts, accounts - by Peter - 1027 1028 24. RC1 - Admin : Show users related to a group not working - by eberled 1029 1030 25. RC1 - Account : Description Information - by eberled 1031 1032 26. RC1- Accounts : Searching for - by eberled 1033 1034 27. RC1 - Leads : Input field tab order - by eberled 1035 1036 28. RC1 - Leads : Input field for postalcode to large - by eberled 1037 1038 29. vtiger DIscussions: RC1 - Accounts : Please show first name under contacts - by eberled 1039 1040 30. RC1 - Contacts: Notes not created using 'Add buisness Card' - by eberled 1041 1042 31. RC1 - Contacts : Advanced search - by eberled 1043 1044 32. RC1 - Potentials: Expected Close Date - by eberled 1045 1046 33. RC1 - Helpdesk : Searching - by eberled 1047 1048 34. RC1 - Helpdesk : Searching II - by eberled 1049 1050 35. RC1 - Accounts Detailview : empty 'Last modified date' - by eberled 1051 1052 36. Problems with Thunderbird plugin - by mike 1053 1054 37. vTiger CRM 4 (RC1) - Save Record Failure - 1055 1056 38. User withread-only access to the contacts. However this user can easily 'mass delete' all contacts. 1057 1058 39. Unable to install Outlook plugin 4 RC 1 - by Christian 1059 1060 40. RC1 Thunderbird plugin doesn\'t work 1061 1062 41. Calculator bug - by 829 1063 1064 42. Outlook Plugin Issues (outlook 2003) - by adrian 1065 1066 43. vtiger Outlook Plugin 4.0.1 beta Release - by adrian 1067 1068 44. CRM 4 RC1 problem or not? - 1069 1070 45. Problem installing RC1 - by stelaix 1071 1072 46. Install Errors in step 5 - by pab 1073 1074 47. Some Contact fields not synching - by Tareef 1075 1076 48. vtiger v4 - How do you add a manufacturer? - 1077 1078 49. Contacts in vtiger Outlook related - Maarten 1079 1080 50. RC1 - Product search to include Category, Manufacturer - by dchaffee 1081 1082 51. RC1 - Products - No way to update product category field - by dchaffee 1083 1084 52. Product commission rate needs decimal field - by dchaffee 1085 1086 53. RC1 - New Notes for Tickets - by nuguid 1087 1088 54. RC1 - Settings: Picklist - by eberled 1089 1090 55. RC1- Settings : Helpdesk Picklist doesn't work - by eberled 1091 1092 56. RC1 - Setting : Picklist values for Sales Stages - by eberled 1093 1094 57. RC1 - Home : My Group Allocation - by eberled 1095 1096 58. RC1 - Page Admin - by eberled 1097 1098 1099 1100 Known Issues 1101 1102 1. 1111896: Outlook raises a security alert when adding email with vtiger Outlook Plug-in 1103 1104 2. In Windowos OS, System Inoformantion is not displayed 1105 1106 3. While importing leads, accounts, contacts, and potentials the XLS file format can be browsed even though the allowed file format is CSV. 1107 1108 ---------------------------- 1109 vtiger CRM 4 Beta 1110 January 10, 2005 1111 1112 We are pleased to announce the latest version of vtiger CRM. 1113 1114 New Features: 1115 1116 1. Help Desk module to handle trouble tickets, Frequently Asked Questions and Support Statistics 1117 1118 2. Products module to add company wide products related information at a centralized location 1119 1120 3. Mail merge Templates 1121 1122 4. Sending Mass E-mails to contacts 1123 1124 5. Delete attachments 1125 1126 6. Add/Sync Email attachments using vtiger Outlook Plug-in from Microsoft(R) Outlook(R) to vtiger CRM 1127 1128 7. Add/Sync tasks using vtiger Outlook Plug-in from Microsoft(R) Outlook(R) to vtiger CRM 1129 1130 8. Creating Groups and assigning users to groups 1131 1132 9. Assigning leads/tickets to groups/individuals 1133 1134 10. New theme 'Blue' has been added 1135 1136 1137 Issues Fixed: 1138 1139 We have fixed the following issues reported in Sourceforge.net: 1140 1141 1. 1093648 - Attachment contains extra footer 1142 1143 2. 1097245 - Email Field in Leads - 25 chars 1144 1145 3. 1093120 - User name doesn't appear in meetings 1146 1147 4. 1090718 - Meeting User - Unable to remove 1148 1149 5. 1092763 - Meeting attendee list does not list user's Name 1150 1151 6. 1094922 - New Attachment - Error Message 1152 1153 7. 1089207 - problem in emails 1154 1155 8. 1089136 - need attachment 1156 1157 9. 1037521 - Attachment/Import - Error message 1158 1159 10. 1032707 - Unable to view/Save the Attachments 1160 1161 11. 1019074 - handle mysql data 1162 1163 12. 1028989 - Print Problem 1164 1165 13. 1085617 - Wrong focus after deleting cases/contacts/opportunities 1166 1167 14. 1089627 - Problem with vtiger. 25 Character email limit 1168 1169 15. 1090721 - Meeting Contact - Unable to remove 1170 1171 16. 1090279 - Export Custom Fields - Not working 1172 1173 17. 1098475: Contacts: Field TITLE is too short 1174 1175 18. 1093669 - Delete attachments 1176 1177 19. Support for Latest versions of Apache and MySQL in installation wizard (Both Linux and Windows). 1178 1179 ---------------------------- 1180 1181 vtiger CRM 3.2.1 1182 December 21, 2004 1183 1184 We are pleased to announce the latest version of vtiger CRM. 1185 1186 New Features: 1187 1188 1. Basic Calendar support 1189 2. German and Dutch Languages Support 1190 1191 Issues Fixed: 1192 1193 a) Duration minutes in calls not getting saved when a new call is created is fixed. 1194 1195 b) On deleting any entity, the Leads List View page getting displayed is fixed. 1196 1197 c) Internationalisation support for Custom Fields provided. 1198 1199 d) Internationalistaion support for Pick List Value Customization provided. 1200 1201 e) Quick create form is getting displayed now. 1202 1203 f) Empty Line Space appearing between the heading and List view table in module Lead and MessageBoard is fixed 1204 1205 g) Proper Message display is done when a user with no delete privileges tries to delete the entity. 1206 1207 h) vtiger Outlook Plug-in in server side fixes related to performance improvement. 1208 1209 1210 --------------------------- 1211 vtiger CRM 3.2 1212 December 13, 2004 1213 1214 We are pleased to announce the latest version of vtiger CRM. 1215 1216 New Features: 1217 1218 a) Custom Field Support 1219 1220 b) Security Support 1221 1222 c) Migration from 3.0 to 3.2 1223 1224 ---------------------------- 1225 1226 vtiger CRM 3 1227 November 8, 2004 1228 1229 We are pleased to announce the latest version of vtiger CRM. 1230 1231 New features: 1232 1233 a) Support for accessing vtiger CRM server from Microsoft Outlook behind Proxy settings 1234 1235 b) Synchronize customer specific tasks in between Microsft Outlook and vtiger CRM. 1236 1237 c) Integrated Message Boards with vtiger CRM, which can be used to share customer knowledge among CRM service users. 1238 1239 --------------------- 1240 1241 vtiger CRM 3.0 Beta 1242 October 7, 2004 1243 1244 We are pleased to announce the latest version of vtiger CRM. 1245 1246 The new features are: 1247 1248 a) Released vtiger Outlook Plug-in, business productivity enhancement utility for Microsoft Outlook users. It is an open source project covered under vtiger Public License 1.0 based on Mozilla Public License 1.1. 1249 1250 --------------------- 1251 vtiger CRM 2.0 1252 September 6, 2004 1253 1254 We are pleased to announce the latest version of vtiger CRM. 1255 1256 The new features are: 1257 1258 a) DRAG and DROP of the tabs!! 1259 This was achieved after working for quite a long time in the labs, not to 1260 mention many sleepless nights!. 1261 By using this feature, you can customize the tabs that you want to work with. 1262 Do let us know what you feel about it. 1263 1264 b) Lead Management 1265 1266 Sales reps can create leads and initiate the CRM cycle. 1267 We have tried to incorporate all the required features during this short period. 1268 Do let us know if you would like to see some more features. 1269 1270 c) Import Leads from External Sources 1271 1272 Sales reps can import leads to vtiger CRM from external sources, such as Microsoft Outlook, 1273 ACT, GoldMine, and others in *.XLS file format. This feature eliminates the manual 1274 data entry and enhances the Sales rep's productivity. 1275 1276 d) Attach Files 1277 1278 Sales reps can attach sales-related materials, such as marketing collaterals, presentations, 1279 price quotes, and others, so that they can instantly access the related documents while 1280 dealing with leads/opportunities, accounts, and contacts. 1281 1282 Send your feedback, which is vital for our understanding your needs. 1283 1284 ------------------------------------------------------------------------------------------------------------- 1285 vtiger CRM 1.0 1286 August 26, 2004 1287 1288 -=Overview=- 1289 1290 After several months of working on our CRM solution, based on Apache, MySQL and other open source components, we came across a SourceForge open source project initiated by SugarCRM, having the same vision, and doing something very similar to what we were doing. They started out with the same premise we did, namely that CRM software is needlessly expensive, and hosted offerings only pretend to be affordable. While we were getting ready with our offering, the open source project had already launched it; the underlying infrastructure of Apache and MySQL was similar to what we were doing, and most importantly, the SugarCRM Public License allowed us to create distributions based on this code (SPL - a copy of Version 1.1.2 is found here, and the URL is at http://www.sugarcrm.com/home/content/view/35/86/) we decided it would be even faster to adopt that as our core and add value on top, an example of open source based collaboration. 1291 1292 We gratefully acknowledge the contribution made by SugarCRM, and we intend to actively participate and lead in bringing this vision of affordable enterprise applications, but we make it clear that vtiger is not affiliated with nor is endorsed by SugarCRM. 1293 1294 The team at vtiger CRM is pleased to announce the v1.0 the first release of vtiger CRM Open Source project. 1295 1296 This first release of vtiger.Sales is best suited for small sales forces. If 1297 you're looking to manage the basics of sales deals where every user can see 1298 all of the data in the system, then vtiger.Sales v1.0 is right for you. Over the next few months, we will be building out vtiger.Sales to meet the needs of larger, multi-national sales forces that need features like forecasting, data access permissions and internationalization. 1299 1300 Please feel free to send your valuable comments to contact@vtiger.com so that we can have a better CRM product at free of cost. Check out our website at http://www.vtiger.com for support forums, detailed product information, our future plan and much more. 1301 1302 -=Features=- 1303 We have incorporated the following features in this release based on SugarCRM. 1304 1305 Opportunities 1306 vtiger.Sales provides a complete, yet easy-to-use Opportunities module. From deal size to each contact’s role, from listing the competitors to tracking the lead source, sales reps can easily manage each sales opportunity to completion. 1307 1308 Accounts & Contacts 1309 With the Accounts & Contacts module, you can easily enter and update key account and contact information. Tracking and staying in touch with your customers is simply a click away. 1310 1311 Activity & Task Management 1312 Managing your customer interactions is at the heart of a sales automation application. vtiger.Sales provides a simple and clean set of tools for quickly tracking tasks, phone calls, emails and meetings. 1313 1314 Notes & Attachments 1315 Easily keep notes on every contact, opportunity or account. 1316 1317 Home Screen 1318 Focus on the right activities with a quick view of your top opportunities, pipeline, today's appointments and task list. 1319 1320 Dashboard 1321 A picture is always worth a thousand words. With the dashboard module, you can graphically view how your opportunities breakdown by sales stage or industry. 1322 1323 Administration 1324 Easily manage all the users in the system, their passwords, user interface themes and more.
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