vtiger CRM 5.0.2: Release Notes

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.

Table of Contents

  1. Summary
  2. Enhancements
  3. Bug Fixes
  4. Known Issues
  5. How to update the patch

1. Summary

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

2. Enhancements

 

3. Bug Fixes

For more information, please refer our vtiger CRM Bug Tracker.

4. Known Issues

We have about 125 issues to be fixed. You can refer our vtiger CRM Bug Tracker for the details of these issues.

5.How to update the patch

To upgrade from the version 5.0.0 or 5.0.1 to the latest version 5.0.2

  1. Login as admin user
  2. Click on the Settings tab
  3. Go to Migration Wizard.
  4. Use the link 'Click here to apply the 5.0.2 Database changes from 5.0.0/5.0.1'

 


 

vtiger CRM 5.0.1: Release Notes

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..

 

Table of Contents

  1. Summary
  2. Features
  3. Bug Fixes
  4. Known Issues

1. Summary

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

2. Features

3. Bug Fixes

We have fixed about 71 issues after v5.0 Release and intergrated code contributions from the community. Please refer our vtiger CRM Bug Tracker.

4. Known Issues

We have about 121 issues to be fixed. You can refer our vtiger CRM Bug Tracker for the details of these issues.

 

 


 

vtiger CRM 5.0.0: Release Notes

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.

Table of Contents

  1. Summary
  2. Features
  3. Bug Fixes
  4. Known Issues

1. Summary

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

2. Features

For more details refer to: http://www.vtiger.com/products/crm/v5-release-notes.pdf

3. Bug Fixes

We have fixed about 200 issues after v5 RC release. For more details, kindly refer to the vtiger CRM Bug Tracker.

4. Known Issues

As on Sep 14, 2006 there are about 178 open issues. For more details, kindly refer to the vtiger CRM Bug Tracker:


vtiger CRM 5.0 RC1: Release Notes

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

Table of Contents

  1. Summary
  2. Features
  3. Bug Fixes
  4. Known Issues

1. Summary

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

2. Features

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

Bug Fixes

We have fixed about 350 issues after v5 Beta 2 release. For more details, kindly refer to the vtiger CRM Bug Tracker:

http://vtiger.fosslabs.com/cgi-bin/trac.cgi/query?status=closed&group=owner&version=5.0.0&order=priority

4. Known Issues

As on Aug 13, 2006 there are about 100 open issues. For more details, kindly refer to the vtiger CRM Bug Tracker:

http://vtiger.fosslabs.com/cgi-bin/trac.cgi/query?status=new&status=assigned&status=reopened&group=owner&version=5.0.0&order=priority


vtiger CRM 5.0 Beta 2: Release Notes

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

Table of Contents

  1. Summary
  2. Features
  3. Bug Fixes
  4. Known Issues

1. Summary

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

2. Features

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

Bug Fixes

We have fixed about 1000 issues after v5 Beta release. For more details, kindly refer to the vtiger CRM Bug Tracker:

http://vtiger.fosslabs.com/cgi-bin/trac.cgi/query?status=closed&group=owner&version=5.0.0&order=priority

4. Known Issues

As on July 5, 2006 there are about 100 open issues. For more details, kindly refer to the vtiger CRM Bug Tracker:

http://vtiger.fosslabs.com/cgi-bin/trac.cgi/query?status=new&status=assigned&status=reopened&group=owner&version=5.0.0&order=priority


vtiger CRM 5.0 Beta: Release Notes

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

Table of Contents

  1. Summary
  2. Features
  3. Known Issues

1. Summary

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

2. Features

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

3. Known Issues

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

vtiger CRM 5.0 Alpha 5: Release Notes

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,

Table of Contents

  1. Summary
  2. Features
  3. Bug Fixes
  4. Known Issues

1. Summary

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

2. Features

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

Bug Fixes

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.

3. Known Issues


vtiger CRM 5.0 Alpha 4: Release Notes

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,

Table of Contents

  1. Summary
  2. Features

1. Summary

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

2. Features

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

 

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

3. Known Issues


vtiger CRM 5.0 Alpha 3: Release Notes

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,

Table of Contents

  1. Summary
  2. Features

1. Summary

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

2. Features

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

 

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

2. Shoutbox feature has been phased out.


vtiger CRM 5.0 Alpha 2: Release Notes

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

Table of Contents

  1. Summary
  2. Features
  3. Bug Fixes
  4. Known Issues

1. Summary

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

2. Features

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.

 

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

 

3. Bug Fixes

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

4. Known Issues

5. List of Files Changed from V 5 alpha to V 5 alpha 2


vtiger CRM 5.0 Alpha 1: Release Notes

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:

http://bugs.vtiger.com

Table of Contents

  1. Summary
  2. Features
  3. Bug Fixes
  4. Known Issues

1. Summary

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

2. Features

3. Bug Fixes

Refer to the following links:

4. Known Issues


vtiger CRM 4.5 : Development Version 3 - Release Notes

Date: November 23, 2005

Table of Contents

  1. Summary
  2. Features
  3. Bug Fixes
  4. Known Issues

1. Summary

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

Back to Top

2. Features

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.

Back to Top

3. Product Size

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

Back to Top

4. Bug Fixes

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

Back to Top

6. Known Issues

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.

 



vtiger CRM 4.5 : Development Version 2 - Release Notes

Date: November 16, 2005

Table of Contents

  1. Summary
  2. Features
  3. Product Size
  4. Bug Fixes
  5. Database Migration
  6. Known Issues
  7. List of Files Changed from V 4.5 Development 1 to V 4.5 Development 2
  8. List of Files Changed from V 4.2 Patch 2 to V 4.5 Development 2

1. Summary

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

Back to Top

2. Features

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)

Back to Top

3. Product Size

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

Back to Top

4. Bug Fixes

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:

  • Send E-mail to assigned to user, Lead, Contact and Account in Emails module
  • Send notification to the assigned to user in Activities module
  • Send Ticket details to the assigned to user and Parent in HelpDesk
  • Send customer portal login details to the customer in Contact module
  • Send mail about the portal ticket creation to the module owner and the customer itself in Customer Portal
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

 

Back to Top

5. Database Migration

Database migration support is provided for the following versions:

Database Migration Procedure:

  1. Download the attached Migration zip and extract to the <vtigerCRM home> directory (Migration42p2_to_45dev2.zip)
  2. Access the dev_index.php file through the browser.
  3. Select the versions to migrate.

Back to Top

6. Known Issues

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.

vtiger CRM 4.5 - Development Version 1 Release Notes

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.

1. Features

Added BCC field in Emails

2. Bug Fixes

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

3. Code Contributions

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

http://www.vtiger.com/discussions/viewtopic.php?t=1530

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

http://www.vtiger.com/discussions/viewtopic.php?t=2000

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

http://www.vtiger.com/discussions/viewtopic.php?t=2196

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

http://www.vtiger.com/discussions/viewtopic.php?t=2406

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

http://www.vtiger.com/discussions/viewtopic.php?t=2324

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

ttp://www.vtiger.com/discussions/viewtopic.php?t=2025

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 of

nusoap 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 )  

Known Issues

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.