Main Page | About | Help | FAQ | Special pages | Log in
	Category: Release Notes Printable version | Disclaimers | Privacy policy

Vtiger CRM 4.0 - Release Notes

From vtiger.com

March 29, 2005

We are pleased to announce the latest version of vtiger CRM. This release includes several new features and numerous bug fixes!

Contents 1 New Features 1.1 A. General 1.2 B. Lead Management 1.3 Account Management 1.4 D. Contact Management 1.5 E. Opportunity Management 1.6 F. HelpDesk 1.7 G. Products 1.8 H. Activity Management 1.9 I. Studio 1.10 J. Communication Templates: 1.11 K. Security Management 2 L. System Administration 3 Bug Fixes 4 Known Issues 5 Important Notes

[edit] New Features

[edit] A. General

1. Database layer is redesigned for a better data integrity
2. Multiple database support for MySQL, Oracle, MSSQL, and Postgres through ADOdb (We have tested in MySQL and Oracle only)
3. Microsoft Office Plug-in to create mail merge templates in Microsoft Word and create on-the-fly documents with customer specific data in vtiger CRM
4. Mozilla Thunderbird Plug-in to add E-mail messages and addresses from Thunderbird to vtiger CRM
5. E-mail notifications to vtiger CRM users as well as customers instantly as well as periodically
6. Search enabled for all the fields (including custom fields) in various modules
7. Database migration from version 3.2 to version 4.0
8. Accessories, such as World Clock and Calculator

[edit] B. Lead Management

1. Filter leads list in Leads home page based on lead status
2. Change leads owner in bulk
3. Export Leads into Spreadsheet programs

[edit] Account Management

1. Filter accounts list in Accounts home page based on type of the account
2. Delete accounts in bulk
3. Change accounts owner in bulk

[edit] D. Contact Management

1. Delete contacts in bulk
2. Change contacts owner in bulk
3. Create mail merge documents for contacts

[edit] E. Opportunity Management

1. Notification of Big deals to the specific users/non users
2. Filter opportunities list in Opportunities home page based on the sales stage
3. Delete opportunities in bulk

[edit] F. HelpDesk

1. Automatically generate ticket ID while creating trouble tickets
2. Filter trouble tickets list in Help desk home page based on the priority of the ticket
3. Add/Modify custom fields in Help desk

[edit] G. Products

1. Enhanced the standard fields based on users feedback
2. Add/Modify custom fields in Products

[edit] H. Activity Management

1. All the activities (Tasks, Calls, and Meetings) can be managed in a Activities module
2. Calendar user interface is enhanced, with a small calendar in Home page
3. Synchronize calendar records with Microsoft Outlook

[edit] I. Studio

1. Add custom fields in Helpdesk and Products modules
2. Modify the custom pick list values in all the modules
3. Custom objects for URL and boolean types
4. Enhanced user interface for product customization

[edit] J. Communication Templates:

1. Mail Merge Templates to create on-the-fly Microsoft Word documents based on customer data
2. Canned E-mail Notifications through Linux Cron Job/Window Scheduler:

[edit] K. Security Management

1. Manage Profiles and associate to the roles
2. Module level access control list for profiles
3. Field level access control list for profiles
4. Organization level record sharing model
5. User management from Settings module

[edit] L. System Administration

1. Outgoing Email server configuration
2. Database backup server configuration

We have also provided the following features requested in Sourceforge.net and vtiger Discussions:

SourceForge.net

1. 1157343: Custom fields for tickets
2. 1108850: Mozilla Thunderbird (Non-MS Outlook) Plugin
3. 1069886: PostgreSQL Support
4. 1050500: HelpDesk or Trouble ticketing

vtiger Discussions

1. RC1 - Leads : Sorting Lead List - by eberled
2. Database management (database backup) - by eberled and ITPM
3. Enable/Disable Import/Export features according to the user's profile - by bwoo and fredy
4. Small Calendar in Home page
5. Department instead of Account in Contact list - by joduba
6. Delete contacts in bulk - by david and Bez
7. Delete users - by Jim
8. ACL on data - Stefano
9. Groups and user level security - by Jay McDonald

[edit] Bug Fixes

We have fixed the following issues reported in Sourceforge.net and vtiger Discussions:

SourceForge.net

1. 1087474: suggestion
2. 1169597: Tab Order in data entry is inconvenient
3. 1158945: Cancel button behavior 2
4. 1158943: Cancel button behavior
5. 1161346: RC1 - Custom field Date not working
6. 1157577: Account View -- Contact Name
7. 1158932: RC1- Need "Select Product" on Potentials
8. 1158934: RC1 - Need select multiple products on Activities
9. 1158934: RC1 - Need select multiple products on Activities - Richie Please check it is promised in sf.net
10. 1160628: Deleted tickets are still visible in the account overview
11. 1160522: minor issues in RC 1
12. 1157581: BusinessCard.php
13. 1158473: double $contact_id definition in modules/Calendar/UserCalend
14. 1157587: website character needs to be longer
15. 1157583: redirection limit for url exceeded
16. 1156560: Single quotation mark not handled when creating new note
17. 1069310: Time out during contact import
18. 1156463: Outlook Plug-in Error: wrong encryption string
19. 1111432: Meetings get duplicated views after editing
20. 1152457: V3.2 Log-In Recognition
21. 1151958: Leads "Change Status" button doesn't work
22. 1151793: Editing lead errors
23. 1145907: exporting xls to leads -
24. 1087484: user deleted problem
25. 1122448: export of opportunities
26. 1122446: upload file size hardwired
27. 1119621: PHP Error when cancelling editing of a ticket
28. 1116923: Custom contacts import fails if no last name specified
29. 1116919: CVS Import bombs when data contain single quote
30. 1032651: New Attachment - Error message

vtiger Discussions

1. Displaying the corresponding lead in Meeting/Call/Task modules
2. Activity - missing confirmation on deleting activities - by fredy
3. RC1 - Potentials "Only my items" not working - by eberled
4. RC1 - Potentials sorting tables returns an error - by eberled
5. RC1 Helpdesk - 'Assigned to' vs. 'Group' - by eberled
6. RC1 - Helpdesk: Changing a ticket doesn't work - by eberled
7. RC1- Homepage / Helpdesk : all tickets are listed - by eberled
8. RC1 - Helpdesk : Account and Contact Name - by eberled
9. RC1- Settings: Communication Templates - by eberled
10. Unable to tab - by 829
11. Email to Contacts and Mass Mail - by Jay
12. blank.gif doesn't display - by timb
13. RC1 - Product commission rate needs decimal field -by dchaffee
14. RC1 - Potentials sorting tables returns an error - by eberled
15. Bugs in table insert statements during a new installation - by pab63
16. RC1 - Selecting a contact shows only name and no firstname - by eberled
17. Problem installing on subdomain - by cyberox
18. help desk trouble ticket - by 829
19. RC1 - Admin-Page: Empty Link in top right corner - by eberled
20. RC1 - Admin Page: Wrong mail server password shown - by eberled
21. RC1 - Admin : Creating User ( input field tab order) -by eberled
22. Accentuated characters - by bigtime
23. Can't create new leads, contacts, accounts - by Peter -
24. RC1 - Admin : Show users related to a group not working - by eberled
25. RC1 - Account : Description Information - by eberled
26. RC1- Accounts : Searching for - by eberled
27. RC1 - Leads : Input field tab order - by eberled
28. RC1 - Leads : Input field for postalcode to large - by eberled
29. vtiger DIscussions: RC1 - Accounts : Please show first name under contacts - by eberled
30. RC1 - Contacts: Notes not created using 'Add buisness Card' - by eberled
31. RC1 - Contacts : Advanced search - by eberled
32. RC1 - Potentials: Expected Close Date - by eberled
33. RC1 - Helpdesk : Searching - by eberled
34. RC1 - Helpdesk : Searching II - by eberled
35. RC1 - Accounts Detailview : empty 'Last modified date' - by eberled
36. Problems with Thunderbird plugin - by mike
37. vTiger CRM 4 (RC1) - Save Record Failure -
38. User withread-only access to the contacts. However this user can easily 'mass delete' all contacts.
39. Unable to install Outlook plugin 4 RC 1 - by Christian
40. RC1 Thunderbird plugin doesn\'t work
41. Calculator bug - by 829
42. Outlook Plugin Issues (outlook 2003) - by adrian
43. vtiger Outlook Plugin 4.0.1 beta Release - by adrian
44. CRM 4 RC1 problem or not? -
45. Problem installing RC1 - by stelaix
46. Install Errors in step 5 - by pab
47. Some Contact fields not synching - by Tareef
48. vtiger v4 - How do you add a manufacturer? -
49. Contacts in vtiger Outlook related - Maarten
50. RC1 - Product search to include Category, Manufacturer - by dchaffee
51. RC1 - Products - No way to update product category field - by dchaffee
52. Product commission rate needs decimal field - by dchaffee
53. RC1 - New Notes for Tickets - by nuguid
54. RC1 - Settings: Picklist - by eberled
55. RC1- Settings : Helpdesk Picklist doesn't work - by eberled
56. RC1 - Setting : Picklist values for Sales Stages - by eberled
57. RC1 - Home : My Group Allocation - by eberled
58. RC1 - Page Admin - by eberled

[edit] Known Issues

1. 1111896: Outlook raises a security alert when adding email with vtiger Outlook Plug-in
2. In Windows OS, System Information is not displayed
3. While importing leads, accounts, contacts, and potentials the XLS file format can be browsed even though the allowed file format is CSV.

[edit] Important Notes

• We have tested vtiger CRM 4 in MySQL and Oracle database software. Though we didn't tested in other database software, we feel it should work.
• Cases Module is phased out (Help desk module take care of all the customer support related features)
• Opportunities module is renamed as Potentials
• Tasks, Calls and, Meetings modules are phased out (Activities module take care of all the tasks and events related features)

Edit this page | Discuss this page | Page history | What links here | Related changes Main Page | About vtiger.com | Find: This page has been accessed 2,754 times. This page was last modified 19:04, 10 May 2007.