Date: October 31, 2006
Hi All,
Welcome to vtiger CRM!
We are happy to announce the release of vtiger CRM 5.0.2. In this release, we have focused mainly on the bug fixes and minor enhancements so that our end-user community will have better experience with our product.
S. No | Item | Status |
1 | Features | |
2 | Product Size | Platform Independent - 6.1 MB Windows (EXE) - 26 MB Linux (BIN) - 43 MB |
3 | Database Migration | Available for migrating data from 4.2Patch2/4.2.3/4.2.4/5.0.0 to 5.0.2 |
4 | Product Download | Click Here |
5 | vtiger CRM - PHP Documentation | URL: Click Here |
6 | Product Documentation |
Available at the Wiki |
For more information, please refer our vtiger CRM Bug Tracker.
We have about 125 issues to be fixed. You can refer our vtiger CRM Bug Tracker for the details of these issues.
To upgrade from the version 5.0.0 or 5.0.1 to the latest version 5.0.2
Date: Octoer 10, 2006
Hi All,
We are happy to bring out yet another release of vtiger CRM, with much more capabilities, interesting code contributions and whole lot of Bug fixes..
S. No | Item | Status |
1 | Features | |
2 | Product Size | Platform Independent - 6.1 MB Windows (EXE) - 26 MB Linux (BIN) - 43 MB |
3 | Database Migration | Available for migrating data from 4.2.3 , 4.2.4, or 5.0 RC to v5.0.1. No database changes from 5.0.0 to 5.0.1 |
4 | Product Download | Click Here |
5 | vtiger CRM - PHP Documentation | URL: Click Here |
6 | Product Documentation |
Available at the Wiki |
We have fixed about 71 issues after v5.0 Release and intergrated code contributions from the community. Please refer our vtiger CRM Bug Tracker.
We have about 121 issues to be fixed. You can refer our vtiger CRM Bug Tracker for the details of these issues.
Date: Sep 14, 2006
Welcome to vtiger CRM!
vtiger CRM is an enterprise-ready open source CRM solution for managing sales, marketing, customer support and order management functions effectively. Before version 5 release, vtiger CRM has passed through more than 10 development cycles.
S. No | Item | Status |
1 | Features | |
2 | Product Size | Platform Independent - 6.1 MB Windows (EXE) - 26 MB Linux (BIN) - 40 MB |
3 | Database Migration | Available for migrating data from 4.2.3 , 4.2.4, or 5.0 RC to v5.0 |
4 | Product Download | Click Here |
5 | vtiger CRM - PHP Documentation | URL: Click Here |
6 | Product Documentation | Available at the Wiki |
For more details refer to: http://www.vtiger.com/products/crm/v5-release-notes.pdf
We have fixed about 200 issues after v5 RC release. For more details, kindly refer to the vtiger CRM Bug Tracker.
As on Sep 14, 2006 there are about 178 open issues. For more details, kindly refer to the vtiger CRM Bug Tracker:
Date: Aug 14, 2006
vtiger CRM 5.0 RC1, is ready for the last-round of validation before GA release!
Last few days, we have worked hard to make vtiger CRM more user friendly, bug free, and ready for real-time deployment. We thank our community members who spent their valuable time & energy with us and making the RC release successful.
We have few bugs remained in our basket and there are some formalities need to be completed before announcing the public release for the real time deployments. In the meantime, kindly help us by reporting bugs that you might have encountered in RC release version. Your suggestions and feedback will definitely help us providing a smooth transition from v4.2.x to next the generation vtiger CRM.
Major changes in the current update are new "woodspice" theme, calendar enhancements, fully customizable tax calculations, and re-desigend post-installation configuration wizard. We have also fixed about 350 bugs after version 5 Beta 2 release.
IMPORTANT NOTES:
Appeal to Developers, Testers, Analysts, Writers, and real end users!
Jump-start to the vtiger Public Discussions and post your valuable suggestions & comments to help us deliver a world class open source CRM for you in another few weeks time. It is very simple to start working with vtiger CRM 5 RC1,
Step 1: Browse through Live Demo
Step 2: Download product from the vtiger.com and install in your favorite OS.
Step 3: Post your suggestions & comments at vtiger Discussions under : vtiger CRM 5.x category
S. No | Item | Status |
1 | Features |
10 |
3 | Product Size | Platform Independent - 5.6 MB Windows (EXE) - 26 MB Linux (BIN) - 40 MB |
4 | Database Migration | Available only for the Testing Purpose. Data (Migration script from v4.2.3 to v5 RC1) |
5 | vtiger CRM - PHP Documentation | URL: Click Here |
6 | Product Documentation | Available at the Wiki |
S. No | Feature |
1 | Customizable tax calculations for quotes, orders, and invoices. |
2 | Add new values to the Status field in Inventory, Potentials, and FAQ modules . |
3 | PO, SO, Invoice - Status and Quote Stage history. |
4 | Manage product wise discounts and grand discount while generating quotes, orders, and invoices. |
5 | Manage individual or group taxes. |
6 | Adding same product more than once in line items list. |
7 | Attach documents to the tickets. |
8 | Add negative adjustments in quotes, orders, and invoices . |
9 | Enhancements in Live Chat tool. |
10 | Unsubscribe form in compliance with CAN Spam act. |
Note: Configuring Web services to update Publicly traded company profiles (With Ticker symbol in Accounts) In Account module, if ticker symbol is specified, company profile will be displayed on top of Edit view page. For this specify the server name, port number, user name and password has in class_http/class_http.php under <vtiger CRM Home> directory. Line: 166 Assign values to the given variables: $server,$port,$user,$pwd |
We have fixed about 350 issues after v5 Beta 2 release. For more details, kindly refer to the vtiger CRM Bug Tracker:
As on Aug 13, 2006 there are about 100 open issues. For more details, kindly refer to the vtiger CRM Bug Tracker:
Date: July 05, 2006
vtiger CRM 5.0 Beta 2 release is ready for end-user community testing. The intent of this release is to showcase to the vtiger community, the significant changes made after v5 Beta release i.e., changes since May, 06'. The noteworthy features in v5 Beta 2 are New user interface for Settings module, Audit Trails as part of the security management, complete Web mail integration (including Outgoing and Incoming mail capability), edit custom fields, enhanced user interface for Calendar, optimized the database queries further for List Views function in all the modules, and others.
IMPORTANT NOTES:
Appeal to Developers, Testers, Analysts, Writers, and real end users!
Jump-start to the vtiger Public Discussions and post your valuable suggestions & comments to help us deliver a world class open source CRM for you in another few weeks time. It is very simple to start working with vtiger CRM 5 Beta 2,
Step 1: Browse through Live Demo
Step 2: Download product from the vtiger.com and install in your favorite Operating System.
Step 3: Post your suggestions & comments at vtiger Discussions under : vtiger CRM 5.x category
S. No | Item | Status |
1 | Features |
12 |
3 | Product Size | Platform Independent - 5.2 MB Windows (EXE) - 26 MB Linux (BIN) - 40 MB |
4 | Database Migration | Available only for the Testing Purpose. Data (Migration script from v4.2.3 to v5 Beta 2) |
5 | vtiger CRM - PHP Documentation | Download from vtigercrm project in SF.net. URL: Click Here |
6 | Product Documentation | Available at the Wiki |
S. No | Feature |
1 | Proxy Server configuration for accessing RSS feeds and information based on Ticker Symbol |
2 | Vertical bar chart in Home page |
3 | Security Management support for Emails module |
4 | Database table prefix support for a deploying vtiger CRM in other working databases |
5 | Audit Trial support for tracking all users system access details |
6 | Last 5 records visited |
7 | New User interface for Settings module |
8 | Print Report function |
9 | Email Detail View from Related List |
10 | Attach multiple documents to email message |
11 | Delete option for Tag cloud |
12 | AJAX based edit option for User details |
Note: Configuring Web services to update Publicly traded company profiles (With Ticker symbol in Accounts) In Account module, if ticker symbol is specified, company profile will be displayed on top of Edit view page. For this specify the server name, port number, user name and password has in class_http/class_http.php under <vtiger CRM Home> directory. Line: 166 Assign values to the given variables: $server,$port,$user,$pwd |
We have fixed about 1000 issues after v5 Beta release. For more details, kindly refer to the vtiger CRM Bug Tracker:
As on July 5, 2006 there are about 100 open issues. For more details, kindly refer to the vtiger CRM Bug Tracker:
Date: May 31, 2006
vtiger CRM 5.0 Beta release is ready for end-user community testing. The intent of this release is to showcase to the vtiger community, the significant changes made after v5 Alpha 5 release i.e., changes since Apr , 06' . The noteworthy features in v5 Beta are complete Web mail integration (including Outgoing and Incoming mail capability), Office Plugin, Outlook Plugin, Customer Portal, Web-Forms, Firefox Toolbar, edit custom fields, new user interface for Calendar, optimized the database queries for List Views function in all the modules, and others. In addition to this, we have conducted performance testing for some of the modules using a popular Web Based Testing Software (AdventNet QEngine 6.0), which helped us to identify some of the bottlenecks in performance. We have also published the Performance Testing reports. We thank AdventNet for permitting us to make use of this interesting software and we gladly recommend it to everyone too, not because AdventNet allowed us to use it but because it is really good.
Note:
IMPORTANT NOTES:
Appeal to Developers, Testers, Analysts, Writers, and real end users!
Jump-start to the vtiger Public Discussions and post your valuable suggestions & comments to help us deliver a world class open source CRM for you in another few weeks time. It is very simple to start working with vtiger CRM 5 Beta,
Step 1: Browse through Live Demo
Step 2: Download product from the vtiger.com and install in your favorite Operating System.
Step 3: Post your suggestions & comments at vtiger Discussions under : vtiger CRM 5.x category
S. No | Item | Status |
1 | Features |
28 |
3 | Product Size | Platform Independent - 5.0 MB Windows (EXE) - 26 MB Linux (BIN) - 40 MB |
4 | Database Migration | Available only for the Testing Purpose. Data (Migration script from v4.2.3 to v5 Beta) |
5 | vtiger CRM - PHP Documentation | Download from vtigercrm project in SF.net. URL: Click Here |
6 | Product Documentation |
|
S.No | Feature |
1 | Organization Hierarchy (Roles) can be defined using tree based structure |
2 | Recalculate sharing rules option is provided |
3 | Security Support for Campaigns module |
4 | Security Support for Ajax actions done |
5 | Role selection popup integrated. |
6 | Duplicate handling for Roles, Profiles and Groups done |
7 | Module and record-level security support for Create/Edit/Duplicate/Delete Mass Delete, Mass Change Owner, Mass Change Status functions |
8 | Security Support for Quick Create functions |
9 | Security Support for Lookup |
10 | Security Support for Settings module |
11 | Security Support for Convert Lead feature |
12 | Email Templates are fully functional with merge field value substitution for Leads, Contacts, Accounts, and Users Modules |
13 | Module and Record Level Security implemented for Mass Delete, Change Owner & Change Status Buttons across product |
14 | Internationalization of the product across all modules |
15 | Smarty templates are used for My Preferences / List Mail Server |
16 | Option to create Multi select combo-box in Custom Field |
17 | Option to edit custom fields |
18 | Calendar module is completely redesigned |
19 | List View, Detail View and Edit View queries are optimized for a better performance |
20 | New user interface for Currency Configuration and Custom Field Settings |
21 | New user interface for Convert Lead function |
22 | Log entry for all functions are incorporated |
23 | AJAXified New Email functionality |
24 | New user interface for Reports |
25 | New user interface for MySites |
26 | New user interface for Attachments |
27 | New RSS reader has been integrated for a better performance |
28 | Mass Change owner option in various modules |
29 | Inventory Revamped |
30 | Advanced and Basic Search UI changed |
31 | Automatic Tax Calculator Integrated |
32 | Pagination to the related list added |
33 | Migration support from 4.2.3 to 5.0 Beta Integrated |
Note: 1. Configuring Web services to update Publicly traded company profiles (With Ticker symbol in Accounts) In Account module, if ticker symbol is specified, company profile will be displayed on top of Edit view page. For this specify the server name, port number, user name and password has in class_http/class_http.php under <vtiger CRM Home> directory. Line: 166 Assign values to the given variables: $server,$port,$user,$pwd |
S.No | Known Issue |
1 | While creating a new e-mail using the e-mail template, the values for the fields will not appear in the e-mail |
2 | Web mail has been moved from ajax/js to prototype framework |
3 | Error are not handled properly in Web mail module |
4 | Attachments will not work properly in Web mail module |
5 | When deleting the groups, the ownership of the records that are owned by the group that is being deleted should be changed. This functionality is not handled in v5 Beta |
6 | When the data of a group is shared with other users/groups, the records owned by the sub groups users will be shared properly but the records owned by the sub-group will not be shared |
7 | PHP 5 related exception while saving a ticket or potential |
8 | Security support not done for New Emails Module |
9 | Security implementation in Custom View, Reports, Dashboards has some issues |
10 | Detail View Ajax edit has security issues |
11 | Security support for Calendar is not done |
12 | Security is not implemented in import and export queries |
13 | Home Page Security Support has issues |
14 | Form Validation for Notes non-functional |
15 | Events Scheduled after more than 1 hour gets displayed only at the start of the Hour - Calendar |
16 | Navigation missing in mini calendar |
17 | While editing the custom field, the field length and type are mismatched |
18 | custom field create Pop UI is not proper in IE browser |
19 | Send reminder will not work for To do |
20 | In campaign related list we have shown the newly created contacts and leads. but in Contact and Lead related list we are not showing the campaign relationship. i.e.., in contact and lead related list there is no table for campaigns. whether we should show this relationship or is this the expected behavior? |
21 | In the week calendar you can create event for any old day (even for year 2005). It is better to have a date validation. |
22 | From a entity detail view, if we click on edit button then the edit view page shows. now there is one more tan more information. if i click on that tab it shows the related list now if we click on Entity information it goes to detail view instead of edit view |
23 | If i add a to do it is not showing the to do list instead it is showing the Events |
24 | Not able to delete template documents if there is not more that one |
25 | All file types are allowed while uploading template documents |
26 | Multiple attachments is not supported in Emails |
27 | Export to excel is not working in PHP5 |
Date: April 07, 2006
vtiger CRM 5.0 release is another release in v5 alpha release cycle, which is currently in active development phase. The intent of this release is to showcase to the vtiger community, the significant changes made after v5 Alpha 4 release i.e., changes since Mar 31, 06' . The noteworthy features in v5 Alpha 5 are new user interface for Company Information, Email templates, Company information, Outgoing mail server, Announcements, RSS, optimized the database queries for List Views function in all the modules, and others. In addition to this, we have conducted performance testing for some of the modules using a popular Web Based Testing Software (AdventNet QEngine 6.0), which helped us to identify some of the bottlenecks in performance. We will publish the performance reports soon. We thank AdventNet for permitting us to make use of this interesting software and we gladly recommend it to everyone too, not because AdventNet allowed us to use it but because it is really good.
IMPORTANT NOTES:
Appeal to Developers, Testers, Analysts, Writers, and real end users!
Jump-start to the vtiger Public Discussions and post your valuable suggestions & comments to help us deliver a world class open source CRM for you in another few weeks time. It is very simple to start working with vtiger CRM 5 Alpha 5,
S. No | Item | Status |
1 | Features |
15 |
2 | Bug Fixes | 2 |
3 | Product Size | Platform Independent - 5.3 MB Windows (EXE) - 26 MB Linux (BIN) - 40 MB |
4 | Database Migration | Available only for the Testing Purpose. Data (Migration script from v4.2.3 to v5 alpha 5) |
5 | vtiger CRM - PHP Documentation | Download from vtigercrm project in SF.net. URL: Click Here |
6 | Product Documentation |
|
S. No | Feature |
1 | Smarty template applied to Currency Configuration Feature |
2 | List View feature database queries are optimized for all the modules |
3 | PHP API documentation for some of the major functions |
4 | New module called Marketing is added. Campaigns module is now part of Marketing primary module. |
5 | AJAXified Notification Schedulers |
6 | AJAXified Inventory Notifications |
7 | AJAXified Picklist Settings |
8 | AJAXified Assign Module Owners |
9 | New UI for Integration of Mail Merge Templates |
10 | New UI for Company Information |
11 | New UI for Outgoing Mail Server |
12 | New UI for Backup Server Configuration |
13 | New UI for Terms and Conditions |
14 | New UI for Announcements |
15 | New UI for RSS module |
Note: 1. Configuring Web services to update Publicly traded company profiles (With Ticker symbol in Accounts) In Account module, if ticker symbol is specified, company profile will be displayed on top of Edit view page. For this specify the server name, port number, user name and password has in class_http/class_http.php under <vtiger CRM Home> directory. Line: 166 Assign values to the given variables: $server,$port,$user,$pwd |
SL No. | Ticket ID | Description |
1 | - | There seems to be two "search in emails" icons on the email page |
2 | - | Quick create drop down menu enabled. |
Date: March 31, 2006
vtiger CRM 5.0 Alpha 4 release is currently in active development phase. The
intent of this release is to showcase to the vtiger community, the significant
changes made after v5 Alpha 3 release i.e., changes since Mar 21, 06' . The
noteworthy features in v5 Alpha 3 are create database for vtiger CRM online
through Configuration Wizard, edit custom fields,and so others. In addition,
we are also supporting much awaited PHP 5 and MySQL 5.1.x database.
Please note, the vtiger CRM 5 Alpha 4 will not work with MySQL 4.0.x.
NOTE: We strongly recommend CRM community NOT to USE vtiger CRM 5 Alpha 4 for real-time deployment. In case you are looking for an immediate CRM solution for your business, please consider using the vtiger CRM 4.2.3 (latest stable version), which can be downloaded from vtiger.com.
Appeal to Developers, Testers, Analysts, Writers, and end users!
Jump-start to vtiger Public Discussions and post your valuable suggestions & comments to help us deliver a world class open source CRM for you in another few weeks time. It is very simple,
S. No | Item | Status |
1 | Features |
8 |
2 | Product Size | Platform Independent - 8.3 MB Windows (EXE) - 28 MB Linux (BIN) - 43 MB |
3 | Database Migration | Not Available |
4 | vtiger CRM - PHP Documentation | Download from vtigercrm project in SF.net. URL: Click Here |
5 | Product Documentation | Available at the Wiki |
S. No | Feature |
1 | Support for PHP5 |
2 | Support for MySQL 5 |
3 | Removed duplicate code base |
4 | Removed junk methods in code base |
5 | Product API cleanup operation initiated |
6 | Optimized the product performance a bit by restricting the database queries, used flat files to store commonly used data instead of repeated database queries. |
7 | Create database for vtiger CRM online through Configuration Wizard |
8 | Modify custom fields |
1. Configuring Web services to update Publicly traded company profiles (With Ticker symbol in Accounts) In Account module, if ticker symbol is specified, company profile will be displayed on top of Edit view page. For this specify the server name, port number, user name and password has in class_http/class_http.php under <vtiger CRM Home> directory. Line: 166 Assign values to the given variables: $server,$port,$user,$pwd |
Date: March 21, 2006
vtiger CRM 5.0 Alpha 3 release is currently in active development phase. The
intent of this release is to showcase to the vtiger community, the significant
changes made after v5 Alpha 2 release i.e., changes since Feb 28, 06' . The
noteworthy features in v5 Alpha 3 are enhanced user interface for Home page,
security scope for reports and dashboards, integration of AJAX based Chat application,
new user interface for System Administration, global search function for all
the modules, tag based grouping of the records, and so forth. In addition, we
are also supporting much awaited MySQL 5.0.19 and MySQL 4.1.x
database systems. Please note, the vtiger CRM 5 Alpha 3 will not work with MySQL
4.0.x.
NOTE: We strongly recommend CRM community NOT to USE vtiger CRM 5 Alpha 3 for real-time deployment. In case you are looking for an immediate CRM solution for your business, please consider using the vtiger CRM 4.2.3 (latest stable version), which can be downloaded from vtiger.com.
Appeal to Developers, Testers, Analysts, Writers, and end users!
Jump-start to vtiger Public Discussions and post your valuable suggestions & comments to help us deliver a world class open source CRM for you in another few weeks time. It is very simple,
S. No | Item | Status |
1 | Features |
23 |
2 | Product Size | Platform Independent - 9.3 MB Windows (EXE) - 26 MB Linux (BIN) - 39 MB |
4 | Database Migration | Not Available/Will Not be Available |
5 | vtiger CRM - PHP Documentation | Download from vtigercrm project in SF.net. URL: Click Here |
6 | Product Documentation | Available at the Wiki |
8 | Source Code Label | VTIGERCRM_5_ALPHA3 |
S. No | Feature |
1 | Sleek Home page user interface |
2 | Demo data populated across the modules |
3 | Manage RSS feeds completely |
4 | Manage frequently visited sites in mySites module |
5 | Prototype, a third-party package bundled with the product |
6 | Email Templates module redesigned |
7 | Custom Views in all the modules are redesigned using Smarty templates |
9 | Shared/Group Calendar with multiple users |
10 | Slide show of the users' photos in Users List View |
11 | Search records easily by tagging a set of records |
12 | Newly designed Calculator and Clock are integrated |
13 | Fade effect while accessing different sub-tabs in User Detail View |
14 | Integrated AJAX based third-party Chat application. |
15 | AJAXified Mass Delete function in all the modules |
16 | AJAXified Custom View for all modules |
17 | AJAXified Change Owner and Change Status functions in Leads module |
18 | Security Management User Interface is completely redesigned |
19 | Advance search functions integrated only for Leads module |
20 | Security feature enabled for Reports and Dashbords Home Page |
21 | Global search for all the modules |
22 | MySQL 5.0.19 database support |
23 | Delete handling in security module |
1. Configuring Web services to update Publicly traded company profiles (With Ticker symbol in Accounts) In Account module, if ticker symbol is specified, company profile will be displayed on top of Edit view page. For this specify the server name, port number, user name and password has in class_http/class_http.php under <vtiger CRM Home> directory. Line: 166 Assign values to the given variables: $server,$port,$user,$pwd 2. Shoutbox feature has been phased out. |
Date: February 28, 2006
vtiger CRM 5.0 Alpha 2 release is currently in active development phase. The
intent of this release is to showcase to the vtiger community, the
significant changes made after v5 Alpha release ie changes since Jan
16, 06' . The noteworthy features in v5 Alpha 2 are Campaign management
for marketing folks, enhanced predefined dashboards, AJAXified myPortal
module, intuitive System Administration, integration of Web services to
update all your public listed customer/company profiles, view
multidimensional models for product catalog, latest news on company
updates, redesigned Customer Self-service portal,etc. In addition, we
are also supporting much awaited MySQL 4.1.x database system. Please note, the Alpha2 will not work with MySQL 4.0.x
NOTE: We strongly recommend CRM community NOT to USE vtiger CRM 5 Alpha 2 for real-time deployment. In case you are looking for an immediate CRM solution for your business, please consider using the vtiger CRM 4.2.3 (latest stable version), which can be downloaded from vtiger.com.
Appeal to Developers, Testers, Analysts, Writers, and end users!
Jump-start to vtiger Public Discussions and post your valuable suggestions & comments to help us deliver a world class open source CRM for you in another few weeks time. It is very simple,
Step 1: Browse through Live Demo: http://vtiger.com/demo/alpha2
Step 2: Ready with LAMP/WAMP, Download product from:
Step 3: Post your suggestions & comments at vtiger Discussions under : vtiger CRM 5.x category
S. No | Item | Status |
1 | Features |
27 |
2 | Product Size | Source - 9.3 MB |
3 | Bug Fixes | 18 |
4 | Database Migration | Not Available/Will Not be Available |
5 | vtiger CRM - PHP Documentation | Download from vtigercrm project in SF.net. URL: Click Here |
6 | Product Documentation | Available at the Wiki |
7 | List of files modified between alpha and alpha 2 | |
8 | Source Code Label | VTIGERCRM_5_ALPHA2 |
9 | Known Issues | 11 |
Sl No. | Ticket ID | Description |
1 | - | Enhanced Dashboards with more than 20 charts |
2 | - | Multiple currency support and currency conversion through Web service integration |
3 | - | Campaign Management module for Marketing automation |
4 | - | Update some of your publicly traded accounts details online using Web services integration. Input only the Ticker Symbol in Account page and update the other real-time data. (Refer to Note) |
5 | - | Stay-in-touch with your customers' by uploading their photos. |
6 | Analyze your customers business performance based on their Web traffic. | |
7 | 779 | Show/Hide HTML Editor (FCKEditior). |
8 | 1000 | Send E-mail notification to assigned users when potential is updated. |
9 | 1006 | Send E-mail notification to other users. |
10 | 736 | Show latest/new leads on a Home page. |
11 | - | Ajax-based multidimensional product images upload. |
12 | - | Contact Images Scrolling in Contact ListView |
13 | - | Ajax-based my Portal module under Tools tab. |
14 | - | In Home page, display the status of modified records since last logout for users. |
15 | - | Tag Cloud - Integration (http://tagcloud.com) |
16 | - | Company-wide Announcements configuration from Settings. |
17 | - | Thumbnail view on Mouseover for Contact images in List View. |
18 | - | Upload vtiger CRM Users' photos.(Not Working) |
19 | - | Resize the users photos and create thumbnails.(Not Working) |
20 | - | Attach multiple files in single step. |
21 | - | FCK editor upgraded to the latest version (v2.2). |
22 | - | Shout Box integration with vtiger CRM Home page for vtiger users to chat online. |
23 | - | Tabbed approach of Detail View information. Sections are spited to Basic & More for Leads, Accounts, Contacts, Potentials & Product modules. |
24 | 445 | Addition of multiple Contacts in Activities, Emails, Potentials, Vendors related lists. |
25 | - | Add New E-mail in Related List of Leads & Contacts. |
26 | 502 | Address Inheritance for Contacts. |
27 | - | Ajaxified detail view for all modules. |
28 | - | Separate Log Messages for Security Management. |
SL No. | Ticket ID | Description |
1 | 1058 | While creating customview for salesorder return action is not redirected to Salesorder Listview. |
2 | 1070 | In activity related list,when I click on "Activity Information" link,activity detailview is not displayed |
3 | 1067 | minute combo box of duration field is not displaying proper values |
4 | - | In Popup SalesOrder and PurchaseOrder "Hacking attempt" exception is thrown. |
5 | - | Adding New Event in Potential Relatedlist will not be working |
6 | - | In Listview when a set of accounts are selected and 'sendmail' button is clicked, finally in email editview the addresses are populated both in To and cc field |
7 | 866 | Problem with ticket creation |
8 | 898 | Attachment Error Message not proper |
9 | 913 | parent email id is not selected when select a single contact or lead from listview-send mail |
10 | 1011 | Customer portal issue |
11 | 1034 | export of accounts |
12 | 1077 | can not add email id in 'To' field of email |
13 | 1088 | Ticket notification with wrong signature |
14 | - | Create New User, Edit & Detail View of the My Preference/Settings Smartified |
15 | - | In create customview 'Choose columns' the 'Event information' and 'Event Description' does'nt list |
16 | - | Security Support for Reports |
17 | - | Activity Reminder Notification email |
18 | 964 | Activities are not in start date order and not configurable |
Date: January 16, 2006
vtiger CRM 5.0 Alpha release is only for the testing purpose. The complete front-end architecture has been redesigned using the Smarty Template Engine (http://www.smarty.php.net/download.php ) and some of the features and bugs fixed in earlier versions may not work. Please feel free to report bugs at:
S. No | Item | Status |
1 | Features |
3 |
2 | Product Size | Windows - 27.5 MB Linux - 39 MB Source - 9.8 MB |
3 | Bug Fixes | 103 |
4 | Code Contributions | http://www.vtiger.com/wiki/index.php/Vtiger_CRM_Code_Contributions |
5 | Database Migration | Not Available |
6 | vtiger CRM - PHP Documentation | Download from vtigercrm project in SF.net. URL: http://prdownloads.sourceforge.net/vtigercrmvtiger_CRM_5_Alpha_PhpDocs.zip?download |
7 | Product Documentation | Available at the Wiki |
8 | Source Code Label | VTIGERCRM_5_ALPHA |
9 | Known Issues | 10 |
Refer to the following links:
Date: November 23, 2005
S. No | Item | Status |
1 | Features |
8 |
2 | Product Size | Windows - 30MB Linux - 42MB |
3 | Bug Fixes | 29 |
4 | Code Contributions | http://www.vtiger.com/wiki/index.php/Vtiger_CRM_Code_Contributions |
5 | Database Migration | Not Available. |
6 | vtiger CRM - PHP Documentation | Bundled with the Product (<vtiger CRM Home>/vtigerCRM_docs directory) |
7 | Product Documentation | Available at the Wiki |
8 | Source Code Label | VTIGERCRM_4_5_M3 |
9 | Known Issues | 4 |
10 | List of Files Changed from V 4.5 Development 2 to V 4.5 Development 3 | 110 |
11 | List of Files Changed from V 4.2 Development 1 to V 4.5 Development 3 | 277 |
12 | List of Files Changed from V 4.2 Patch 2 to V 4.5 Development 3 | 190 |
S. No | Ticket ID | Subject |
1 |
|
Progress bar display during the vtiger CRM database creation in Installation wizard. |
2 |
|
Default Organization Sharing in Security is modified according to the new Security Schema. Migration support is also provided for this feature. |
3 | 588 | Suppress sending mail to account when a ticket is submitted. |
4 |
|
Product quantity in stock is automatically updated when the goods specified in the Purchase Order are received. Note: To update the product quantity in stock, users have to change the Status drop-down list value to 'Received Shipment' immediately after receiving the shipment. |
5 | In Office Plug-in, fields from multiple modules (Accounts, Contacts, Leads, HelpDesk, and Users) can be merged while creating mail merge templates. | |
6 | In vtiger CRM create mail merge documents by merging fields from multiple modules (Accounts,Contacts, Users) | |
7 | Provided support for User field in mail merge documents | |
8 | Mail merge all the records from a module by selecting "Select All" checkbox in ListView of Accounts, Contacts, Leads, and HelpDesk modules. |
Distribution | Version 4.2 Build Size | Version 4.5 Milestone 3 Build Size |
Windows (EXE) | 42 MB
|
30 MB |
Linux (BIN) | 39 MB
|
42 MB |
S. No | Bug ID | Subject |
1 | 539 | In the Potential related list view the currency value should be aligned right, and the currency symbol should be shown in the title instead of in front of every value. |
2 | 640 | Issue in Pop-up New link |
3 | 665 |
Check-all checkbox checks wrong checkboxes |
4 | 761 | Added dash after Potential Name when converting from Lead |
5 | 644 | Start/End date options in Custom View |
6 | 643 | Issue in Group Activities display in Home page |
7 | 689 | utils.php call time pass reference error |
8 | 770 | Checkbox fields are saved with null instead of 0 value. |
9 | 570 | Missing information when converting Lead to Contact |
10 | 754 | Date Format on Quotes, Invoices and Orders |
11 | 511 | Custom view- if lastname is selected the first name and the last name are displayed |
12 | 645 | Html tags are not shown properly in activity description |
13 | 463 | Don't show "My group allocation" section if no group is defined |
14 | 849 | user belonging to more than 2 group .issue |
15 | 820 | Product image editing error |
16 | 831 | custom view error |
17 | 695 | call time pass reference is corrected |
18 | 484 | Tickets assigned to a group error |
19 | 851 | Wrong picklist value in edit view |
20 | Access to vtigercrm.log files restricted - vulnerability fix. | |
21 |
833 |
test mail can be sent to test the e-mail function on configuring the mail server |
22 |
718 |
Signatures are double-spaced in e-mails |
23 |
453 |
issue in vendor search |
24 |
564 |
Tickets assigned to Groups |
25 |
195 |
Email - admin mail is empty, then cc in email is not going |
26 |
710 |
activity notifications -> display further information |
27 |
504 | New Contact -Account addressNew Contact -Account address |
28 | 259 | Office Integration account name in address block |
29 | 378 | Office Plugin field selection |
S. No | Subject |
1 |
In user creation page, by default the Organization is displayed in Role drop-down list field but there is no action associated with the Organization value. Kindly select roles other than Organization in the drop-down list. |
2 |
While sending mass e-mail from Leads/Contact/Accounts, validation check will not be performed for the To field. |
3 | In Block rearrangement feature, If a field is moved to an unused or new block, the field will not be displayed. |
4 | In E-mail ListView, if mail is sent to multiple recipients the entries will be displayed twice. |
Date: November 16, 2005
S. No | Item | Status |
1 | Features | 3
|
2 | Product Size | Windows - 31MB Linux - 41MB |
3 | Bug Fixes | 24 |
4 | Code Contributions | Nil |
5 | vtiger CRM - PHP Documentation | Bundled with Product |
6 | Product Documentation | Available at Wiki |
7 | Source Code Label | VTIGERCRM_4_5_M2 |
8 | List of Files Changed from V 4.5 Development 1 to V 4.5 Development 2 | 137 |
9 | List of Files Changed from V 4.2 Patch 2 to V 4.5 Development 2 | 279 |
S. No | Subject |
1 |
Profile management module is revamped completely |
2 |
Display all the records that are assigned to users dynamically in a scrollable format. |
3 | Documentation for vtiger CRM - PHP libraries is bundled with the product. (Present under vtigerCRM_docs directory) |
Distribution | Version 4.2 Build Size | Version 4.5 Milestone 2 Build Size |
Windows (EXE) | 42 MB
|
31 MB
|
Linux (BIN) | 39 MB
|
41 MB |
S. No | Bug ID | Subject |
1 | 810 |
The close link in activities custom view returns to the default view |
2 |
E-mail functions are restructured in the following mailing functions:
|
|
3 | 768 | Lead Street text box restricted to 30 chars |
4 | 486 | Not Held Meetings shown in Activities instead of History |
5 | 771 | Events with status "Not Held" appear still in Activities instead of the history table |
6 | 682 | Creating an event with status planned for past time |
7 | 629 | Select End date as today's date |
8 | 635 | End date need not be mandatory if there start date is mandatory |
9 | 411 | New Event Creation |
10 | 809 | Designation Should be converted into Title field of Contact |
11 | 725 | Field "Designation" does not seem to get carried across to either the Account, Potential nor Contact entries. |
12 | 777 | Converting a lead does not allow two decimal places |
13 | 700 | Events->Status is not displayed |
14 | 446 | displaying product id instead of product name in ticket list view |
15 | 112 | Generated Reports topic change |
16 | 359 | Spelling Error in Reports |
17 | 369 | 'Translation issue' |
18 | 398 | quotation custom view |
19 | Issue - Columns to Total in Reports | |
20 | 817 | table names PortalInfo and CustomerDetails should be changed in lower case |
21 | 818 | Added module in portal and the tickets should be assigned to the owner of the module |
22 | 819 | after saving the ticket control goes to list of tickets instead of new ticket's detail view(in customerportal) |
23 | 824 | E-mail title is missing in E-mail DetailView |
24
|
|
nusoap version upgraded to 0.7.1
|
Database migration support is provided for the following versions:
Database Migration Procedure:
S. No | Subject |
1 |
In user creation page, by default the Organization is displayed in Role drop-down list field but there is no action associated with the Organization value. Kindly select roles other than Organization in the drop-down list. |
2 |
While sending mass e-mail from Leads/Contact/Accounts, validation check will not be performed for the To field. |
3 | In Block rearrangement feature, If a field is moved to an unused or new block, the field will not be displayed. |
4 | In E-mail ListView, if mail is sent to multiple recipients the entries will be displayed twice. |
Date: November 9, 2005
Summary:
S. No | Item | Total | Remarks |
1 | Features | 1 | |
2 | Bug Fixes | 50 | |
3 | Code Contributions | 64 |
Henceforth the Emails Send/Saved will be treated like mails in Send items, of our regular mail client, if such emails, need to be resent, the recipients to be selected again.
Added BCC field in Emails
S. No | Bug ID | Subject |
1 | 638 | Priority for Events |
2 | 157 | Inventory Mgmt Related List Show All Details |
3 | 433 | Search option missing in Popup Purchase order |
4 | 454 | Issue in creating new note from product detail view |
5 | 384 | Activities not saving? |
6 | 233 | Bug in invoice |
7 | 220 | Some Bug in Vtiger 4.2 - Invoice |
8 | 373 | No Title for description |
9 | 256 | name in account's address information |
10 | 693 | Select Contact option Not Available |
11 | 205 | spelling error and There doesn't seem to be a way to add a first nam |
12 | Thunderbird plugin dialog has to be closed twice | |
13 | ThunderBird - window problem | |
14 | print option should open new page | |
15 | email,phone fields are not validated in contacts | |
16 | Problems with Thunderbird plugin | |
17 | Thunderbird Plugin: Error importing Contacts | |
18 | Thunderbird Extn count doesn't match | |
19 | Custom view - Mandatory check | |
20 | Product Custom view | |
21 | 744 | Terms & Conditions in Company Details as well as in Edit View |
22 | 692 | While exporting SalesOrder i got New column after Quote Name. |
23 | 688 | while generating reports if we select reports an error message is displayed this issue has been fixed |
24 | 686 | after integrating the code contributed by raju the lead names are not displayed in the popup in email module |
25 | Having status for events in Customview of Activities-Customer request | |
26 | 284 | In populating the Demo data of leads,giving the companyname |
27 | 289 | In populating Demo data, giving the value for assigned to |
28 | 151 | Attachment contains footer of vitgerCRM and javascript (I attached license_agreement.txt of vtigercrm, but i got in other name and not in .txt format and content is mixed with vtigerCRM Footer) |
29 | 194 | Email Email,Webmail Tab is comming for all pages in Email Module (While Editing email,still the listview tab (Emails,Webmails) is comming. It should be like Email : ""Subject"") |
30 | 440 | issue while creating new contact&account through add business card |
31 | 690 | Problem in Close Date and Last modified of the list of Sales Stage History of the Potentials |
32 | 694 | Date showing is incorrect in add business card (when add new business card, there is date for appoinment where the showing date is not in current user date format |
33 | 158 | Pick list Custom field issue |
34 | 370 | duplicate entry in list view |
35 | 288 | Issue in Inventory Popups |
36 | 347 | Error Message |
37 | 358 | Filtering by Headers in Leads |
38 | 342 | New users can'´t login |
39 | 360 | System Configuration |
40 | 145 | related module is empty |
41 | 179 | Potential-activities |
42 | 203 | Inventory RL |
43 | 211 | There is no option to create a Potential for a contact |
44 | 212 | Create Quote from Contact |
45 | 354 | Critical security vulnerability in multi-instance installations / multiple instance login problem |
46 | 670 | Propegate Account Address info into New Contact |
47 | 681 | Bug in utils.php function getListViewEntries |
48 | 754 | User_name instead of firstname lastname used as sender in emails |
49 | 773 | In custom views of Tickets the Ticket id is missing. Its also not possible to filter by ticket id's. |
50 | 763 | Misspelling in KeyMetrics |
S. No
|
Forums
|
Description |
1
|
http://www.vtiger.com/discussions/viewtopic.php?t=1954
|
GUI
rearrange fields within blocks? Drag and drop for the fields with different blocks
|
2
|
http://www.vtiger.com/discussions/viewtopic.php?t=2750
|
Appropriate
tabindex for edit fields. One more column is added to the fields table to get the tab
|
3
|
http://www.vtiger.com/discussions/viewtopic.php?t=2368
|
Release Relations in Contacts and Accounts |
4
|
http://www.vtiger.com/discussions/viewtopic.php?t=2852
|
Change the status of the activities in CustomViews from Activities module |
5
|
http://www.vtiger.com/discussions/viewtopic.php?t=2031 (PDF format) | In
the PDF
report, to get the address on the right side of the page. |
6
|
http://www.vtiger.com/discussions/viewtopic.php?t=1689
|
LDAP and Active Directory Support Patch |
7
|
http://www.vtiger.com/discussions/viewtopic.php?t=2364
|
Description
visible for History and Notes in Acc/Cnts List view.
|
8
|
http://www.vtiger.com/discussions/viewtopic.php?t=2748
|
Make a note before closing the activity in Home Page |
9
|
http://forums.vtiger.com/viewtopic.php?p=13502#13502 | Post subject: Bug resolved (Ticket ID 773): TicketId for dropdown lists... |
10
|
http://www.vtiger.com/discussions/viewtopic.php?t=1692 | Adding
priority to Events - Feature |
11
|
http://www.vtiger.com/discussions/viewtopic.php?t=2617 | PDF's output formatting. |
12
|
Revised Tracker | |
13
|
http://forums.vtiger.com/viewtopic.php?p=13396#13396 | New pdf from matt |
14
|
http://www.vtiger.com/discussions/viewtopic.php?t=1585 | Displaying the meeting in the calendar, Present in 4.2GA |
15
|
http://www.vtiger.com/discussions/viewtopic.php?t=2029 | Import and Export Products |
16
|
During
'Import', the person who is importing the CSV files 'user_name' in is assigned to 'Assigned to' field |
|
17
|
http://www.vtiger.com/discussions/viewtopic.php?t=2139 | When creating a 'New
Product' there was an error in javascript. This is integrated in patch1 |
18
|
The world clock doesn't show 12pm correctly. It was showing 00pm | |
19
|
http://www.vtiger.com/discussions/viewtopic.php?t=2524 | Scroll bars are
added to the
'Related List' of Account and contacts for 'Attachments & Notes' and 'History' |
20
|
http://www.vtiger.com/discussions/viewtopic.php?t=2431 | Search ny Ticket id in HelpDesk |
21
|
If you write a
long description in an activity, it takes off a lot of space because the text field is one column wide only. With this fix, the descriptions are spaned over all columns, |
|
22
|
This will move
the vTiger logo upwards and the tabs will start from the left of the page. I've applied this all the themes except 'blue' theme |
|
23
|
|
The date
format required is YYYY-mm-dd however the popup uses mm-dd-YYYY, A diffeent format. Upon trying to submit changes, a date error (js alert) pops up stating invalid month |
24
|
http://www.vtiger.com/discussions/viewtopic.php?t=2744
|
All users in a activity can view it in Calendar |
25
|
http://www.vtiger.com/discussions/viewtopic.php?t=3105
|
Imporved Emailing
system with easy mass mail support- given by Raju
|
26
|
http://www.vtiger.com/discussions/viewtopic.php?t=3100
|
One color by user in
Calendar
|
27
|
http://www.vtiger.com/discussions/viewtopic.php?t=3149
|
Vtiger php
installer script multilanguage
|
28
|
http://www.vtiger.com/discussions/viewtopic.php?t=3143
|
Fun with Google Maps
|
29
|
http://www.vtiger.com/discussions/viewtopic.php?t=3045
|
Automatic Inventory
Updating
|
30
|
http://www.vtiger.com/discussions/viewtopic.php?t=2681
|
Helpdesk Navigation.
In helpdesk, the navigation below the list view.
|
31
|
http://www.vtiger.com/discussions/viewtopic.php?t=2005
|
Patches- activity
rows on Home tab, custom activity view fix
|
32
|
http://www.vtiger.com/discussions/viewtopic.php?t=1770
|
Make
QuickActivityRegister have enddate(duedate)
To have an end date,when creating an activity from the calendar
|
33
|
http://forums.vtiger.com/viewtopic.php?p=13390#13390 | UI improvement: Tabbed details and related lists |
34
|
http://forums.vtiger.com/viewtopic.php?t=3251
|
Improved pagination
in List View
|
35
|
http://forums.vtiger.com/viewtopic.php?t=3359
|
Tickets sorted by
ticket id desc
|
36
|
http://forums.vtiger.com/viewtopic.php?t=2482
|
First release of
Communications and Mass Mailing
|
37
|
http://forums.vtiger.com/viewtopic.php?t=3105
|
Imporved Emailing
system with easy mass mail support
|
38
|
http://forums.vtiger.com/viewtopic.php?t=3226
|
Full Telephony
Integration
|
39
|
http://forums.vtiger.com/viewtopic.php?t=3342
|
Report Filters in
PDF And Excel exports
|
40
|
http://forums.vtiger.com/viewtopic.php?t=3079
|
Export Activities
to Palm
|
41
|
http://forums.vtiger.com/viewtopic.php?t=3376
|
custom invoice view
using custom fields fix (4.2 Patch 2)
|
42
|
http://forums.vtiger.com/viewtopic.php?t=3367
|
contactserialize.php
fixes (4.2 Patch 2)
|
43
|
http://forums.vtiger.com/viewtopic.php?t=1954
|
GUI rearrange
fields within blocks
|
44
|
http://forums.vtiger.com/viewtopic.php?t=3390
|
Hierarchical rights
|
45
|
http://forums.vtiger.com/viewtopic.php?t=3143
|
Fun with Google Maps |
46
|
http://forums.vtiger.com/viewtopic.php?t=3247
|
Simple Drupal Integration |
47
|
http://forums.vtiger.com/viewtopic.php?t=3290
|
Expenses Module Integration |
48
|
http://forums.vtiger.com/viewtopic.php?t=3548
|
Activities and Notes fixes for 4.2 patch 2 |
49
|
http://forums.vtiger.com/viewtopic.php?t=3545
|
Invoice & Quotes layout fixes |
50
|
http://forums.vtiger.com/viewtopic.php?t=2597
|
Postgres Support |
51
|
http://sourceforge.net/mailarchive/forum.php?thread_id=8380546&forum_id=44763
|
Patch for customer Portal- Michael fixed some typos |
52
|
http://sourceforge.net/mailarchive/forum.php?thread_id=8365518&forum_id=44763
|
Patch for Install - Michael * fixed some typos and invalid html* additional permissions check - prevent 'My Pipeline' showing a permissions error on new install |
53
|
http://sourceforge.net/mailarchive/forum.php?thread_id=8365518&forum_id=44763
|
Patch for vtigercrm nusoap - Michael The following patch upgrades the version ofnusoap library from 0.67 to 0.69. |
54
|
http://forums.vtiger.com/viewtopic.php?t=3053&highlight=stema
|
Arrange emails by sent date |
55
|
|
Enchanced PDF in Quotes |
56
|
http://forums.vtiger.com/viewtopic.php?t=3509&highlight=vip
|
Change Home Page Order |
57
|
Overlapping of
company logo and product name while exporting in Invoice
|
|
58 | overlapping of company logo and product name while exporting in Invoice | |
59 | Description visible for History and Notes in Acc/Cnts List view. | |
60 | Change the status of the activities in CustomViews from Activities module | |
61 | Invoice & Quotes layout fixes | |
62 | Arranging the home page contributed by Mike has been integrated (Bug ID: 291) | |
63 | Imporved Emailing system with easy mass mail support(Raju) (Bug ID: 500) | |
64 | Displaying Emails by Sent date order(Rcleeve)(Bug ID: 687 ) | |
65 | Arranging the blocks in settings page(comes under a code contribution) (Bug ID: 648 ) |
1) While creating a new user, by default 'Organisation' will be set as 'Role' to the user. Kindly change it to your specified role before saving, if 'Organisation' is set as role the user, the will not be able to login to the application.
2) When sending mass mail form Leads/Contact/Accounts, validation is not done in 'To' field.
3) In Block Re-arrangement Feature, If is a field is moved to a unused/new block, the field will not be displayed.
4) In Email Listview, if mail is sent to mutiple recipients the entries will be displayed twice.