Release Notes

New features – OroCRM

Sales manager experience

Filter records by teams

This feature allows to filter records not just by individual owners, but by entire business units as well. It makes team management much easier: instead of looking for every individual sales rep, a manager can select his entire team in the business unit filter, and then drill down to every rep in the user filter.
Both filters may be applied simultaneously; the output on the grid will be their union.

Pipeline forecast widget and report

Another sales manager-targeted improvement includes a neat "big number"-styled dashboard widget and a new built-in report that provide the manager with information on current opportunity pipeline. Count of active opportunities, their total budget and their weighted budget are displayed.
The report displays the breakdown of these values by every individual manager and grand total.
The widget can be configured to display either the grand total for an organization, or total for a specific sales team and/or sales rep. It may also compare present values to some date in the past, giving the sense of progress.

Contexts for all activities

We have expanded our context functionality for emails, that has been introduced in 1.7.0, to other activities: Tasks, Calls, and Calendar events. Now you can establish meaningful links between them and the records they can be related to—e.g. a call to a customer about the particular sales opportunity or a task to work through a couple of Leads to see if they can qualify as prospective customers.
This functionality works the same way as with emails: you have Add Context button on the view pages of every said activity, or have the Context selector on their edit forms. (One small exception is the popup view of Calendar events that doesn't have Add Context button due to the lack of space. Edit popup has the selector, though.)
Add Context button opens a modal window with the grid of possible contexts. It defaults to Accounts, but you can switch to any other available entity by clicking on its name in the top left corner.
Context selector works the same way as the usual select2: Start typing the name of the desired context and the control will display the list of matching results. Entity names will be given in parentheses to eliminate ambiguity.
After a record is selected as context for some activity, the activity will be displayed in this record's Activity list.

Activities as contexts for other activities

This feature extends the context mechanism to activities themselves, allowing you to link a task to email conversation, or relate a calendar event to a call. Adding and managing contexts for tasks, emails, calls and calendar events works exactly the same way as for other entities.

Account activities

Now the Activity list of an Account will display all activities recorded towards its customers, contacts, and their related records such as Orders, Opportunities, or Cases. This will give you the full picture of account activities in one place, making the Account view another step closer to the full 360° view of a customer we want it to be.
The list of entities that "hand down" their activities to their related Accounts is subject to configuration set up by developer. Generally speaking, it must be turned on for all customer identities and all "business"-bearing entities that are directly linked with an Account itself (e.g. Case) or any of the customer identity entities (e.g. Opportunity, Magento Order).

Unread email widget for the sidebar panel

This sidebar widget largely duplicates the functionality of the unread emails indicator released in 1.8 version, but adds more flexibility to it. The widget can be configured to display not just the whole set of mailboxes available to you, but an individual mailbox, or even a specific folder, making it easier to track specific incoming emails. To follow different folders or mailboxes you can add multiple widgets to the panel.
Also, you can now disable the unread emails indicator in the top menu in order to avoid collision or duplication with the widgets. This can be done in entity configuration.

Other improvements

• Activities are available in the Merge Accounts dialog, allowing you to specify merge strategy for every type of activity.
• Filter emails by correspondent on the My Emails page
• Segment Magento customers by coupons and discounts applied to their orders
• Region field is now optional for contact and customer addresses

Release Notes

New features – OroCRM

Sales manager experience

Filter records by teams

This feature allows to filter records not just by individual owners, but by entire business units as well. It makes team management much easier: instead of looking for every individual sales rep, a manager can select his entire team in the business unit filter, and then drill down to every rep in the user filter.
Both filters may be applied simultaneously; the output on the grid will be their union.

Pipeline forecast widget and report

Another sales manager-targeted improvement includes a neat "big number"-styled dashboard widget and a new built-in report that provide the manager with information on current opportunity pipeline. Count of active opportunities, their total budget and their weighted budget are displayed.
The report displays the breakdown of these values by every individual manager and grand total.
The widget can be configured to display either the grand total for an organization, or total for a specific sales team and/or sales rep. It may also compare present values to some date in the past, giving the sense of progress.

Contexts for all activities

We have expanded our context functionality for emails, that has been introduced in 1.7.0, to other activities: Tasks, Calls, and Calendar events. Now you can establish meaningful links between them and the records they can be related to—e.g. a call to a customer about the particular sales opportunity or a task to work through a couple of Leads to see if they can qualify as prospective customers.
This functionality works the same way as with emails: you have Add Context button on the view pages of every said activity, or have the Context selector on their edit forms. (One small exception is the popup view of Calendar events that doesn't have Add Context button due to the lack of space. Edit popup has the selector, though.)
Add Context button opens a modal window with the grid of possible contexts. It defaults to Accounts, but you can switch to any other available entity by clicking on its name in the top left corner.
Context selector works the same way as the usual select2: Start typing the name of the desired context and the control will display the list of matching results. Entity names will be given in parentheses to eliminate ambiguity.
After a record is selected as context for some activity, the activity will be displayed in this record's Activity list.

Activities as contexts for other activities

This feature extends the context mechanism to activities themselves, allowing you to link a task to email conversation, or relate a calendar event to a call. Adding and managing contexts for tasks, emails, calls and calendar events works exactly the same way as for other entities.

Account activities

Now the Activity list of an Account will display all activities recorded towards its customers, contacts, and their related records such as Orders, Opportunities, or Cases. This will give you the full picture of account activities in one place, making the Account view another step closer to the full 360° view of a customer we want it to be.
The list of entities that "hand down" their activities to their related Accounts is subject to configuration set up by developer. Generally speaking, it must be turned on for all customer identities and all "business"-bearing entities that are directly linked with an Account itself (e.g. Case) or any of the customer identity entities (e.g. Opportunity, Magento Order).

Unread email widget for the sidebar panel

This sidebar widget largely duplicates the functionality of the unread emails indicator released in 1.8 version, but adds more flexibility to it. The widget can be configured to display not just the whole set of mailboxes available to you, but an individual mailbox, or even a specific folder, making it easier to track specific incoming emails. To follow different folders or mailboxes you can add multiple widgets to the panel.
Also, you can now disable the unread emails indicator in the top menu in order to avoid collision or duplication with the widgets. This can be done in entity configuration.

Other improvements

• Activities are available in the Merge Accounts dialog, allowing you to specify merge strategy for every type of activity.
• Filter emails by correspondent on the My Emails page
• Segment Magento customers by coupons and discounts applied to their orders
• Region field is now optional for contact and customer addresses

Release Notes

New features – OroCRM

Sales manager experience

Filter records by teams

This feature allows to filter records not just by individual owners, but by entire business units as well. It makes team management much easier: instead of looking for every individual sales rep, a manager can select his entire team in the business unit filter, and then drill down to every rep in the user filter.
Both filters may be applied simultaneously; the output on the grid will be their union.

Pipeline forecast widget and report

Another sales manager-targeted improvement includes a neat "big number"-styled dashboard widget and a new built-in report that provide the manager with information on current opportunity pipeline. Count of active opportunities, their total budget and their weighted budget are displayed.
The report displays the breakdown of these values by every individual manager and grand total.
The widget can be configured to display either the grand total for an organization, or total for a specific sales team and/or sales rep. It may also compare present values to some date in the past, giving the sense of progress.

Contexts for all activities

We have expanded our context functionality for emails, that has been introduced in 1.7.0, to other activities: Tasks, Calls, and Calendar events. Now you can establish meaningful links between them and the records they can be related to—e.g. a call to a customer about the particular sales opportunity or a task to work through a couple of Leads to see if they can qualify as prospective customers.
This functionality works the same way as with emails: you have Add Context button on the view pages of every said activity, or have the Context selector on their edit forms. (One small exception is the popup view of Calendar events that doesn't have Add Context button due to the lack of space. Edit popup has the selector, though.)
Add Context button opens a modal window with the grid of possible contexts. It defaults to Accounts, but you can switch to any other available entity by clicking on its name in the top left corner.
Context selector works the same way as the usual select2: Start typing the name of the desired context and the control will display the list of matching results. Entity names will be given in parentheses to eliminate ambiguity.
After a record is selected as context for some activity, the activity will be displayed in this record's Activity list.

Account activities

Now the Activity list of an Account will display all activities recorded towards its customers, contacts, and their related records such as Orders, Opportunities, or Cases. This will give you the full picture of account activities in one place, making the Account view another step closer to the full 360° view of a customer we want it to be.
The list of entities that "hand down" their activities to their related Accounts is subject to configuration set up by developer. Generally speaking, it must be turned on for all customer identities and all "business"-bearing entities that are directly linked with an Account itself (e.g. Case) or any of the customer identity entities (e.g. Opportunity, Magento Order).

Unread email widget for the sidebar panel

This sidebar widget largely duplicates the functionality of the unread emails indicator released in 1.8 version, but adds more flexibility to it. The widget can be configured to display not just the whole set of mailboxes available to you, but an individual mailbox, or even a specific folder, making it easier to track specific incoming emails. To follow different folders or mailboxes you can add multiple widgets to the panel.
Also, you can now disable the unread emails indicator in the top menu in order to avoid collision or duplication with the widgets. This can be done in entity configuration.

Other improvements

• Activities are available in the Merge Accounts dialog, allowing you to specify merge strategy for every type of activity
• Filter emails by correspondent on the My Emails page
• Segment Magento customers by coupons and discounts applied to their orders

Release Notes

List of improvements and fixed bugs:

• Fixed filtered bool fields in grids for PgSQL
• Add filters by 'active' and 'entity' to GET channels REST API

Release Notes

List of improvements and fixed bugs:

• Fixed filtered bool fields in grids for PgSQL

Release Notes

This release is built upon the simultaneously released Platform 1.6.8 version, so it will include all its features and fixes.

Release Notes

List of improvements and fixed bugs:

• Fixed check order statuses(canceled and completed) ignore case
• Fixed filtered bool fields in grids for PgSQL

Release Notes

Improved Email capabilities and features.

Multiple improvements have been made in order to provide email experience that is good enough to handle most email conversations with your customers from within OroCRM, eliminating the need to constantly switch back and forth with an email client.

• You may now specify which folders of your mailbox you want to synchronize in order to sync only relevant conversations into OroCRM.
• Added SMTP synchronization so now emails sent from within OroCRM will appear in another email clients, such as Gmail or Outlook.
• Added Check Email button to My Emails page, allowing to quickly check for new email and receive it immediately.
• Added indication of unread emails, allowing you quickly identify the unread correspondence. Read/unread status is synced with IMAP server, meaning that if you have read an email in OroCRM, it will be marked as read in other email clients.
• Added "Compose email" actions to shortcuts and to My Emails page, making it possible to compose email from anywhere.
• To, CC, and BCC fields of Compose Email dialog now support autocomplete, allowing you to input recipients quicker and more accurately. Autocomplete results include Contacts and Users, as well as recently used email addresses and addresses relevant to viewed record (e.g. email addresses of all customers within an Account)
• Added Reply All action to email view, allowing to maintain email conversations with more than two participants.
• Inline images may now be added to email bodies, templates and signatures, allowing you to illustrate your emails or add corporate style to them.
• Email templates editor is now WYSIWYG (for HTML templates only).
• New algorithm of IMAP synchronization has been implemented in order to improve performance.

Email automation.

This feature allows to set up corporate mailboxes that might be accessed by multiple users, e.g. a sales or support team, and configure automatic responses to the incoming correspondence as well as automatic creation of Leads or Cases from every letter, providing an effective solution for handling requests for sales or support respectively.

Permissions to view mailboxes might be added both to individual users and on role basis, making it easy to maintain proper access to mailbox. For every mailbox, you may configure multiple auto-response rules with different conditions and messages in order to create proper responses for different types of emails based on who sends them, what is written in emails, whether they are received in working hours or on weekends, etc. If a Case or Lead is created from an email, it will contain the original response in its Activity list, so a Sales representative or Support engineer will have all necessary information at hand and will be able to keep track of the conversation.

Record creation is handled by OroCRM process engine, so a developer may easily tweak existing processes or add new ones.

Other minor improvements.

• Contact history and last contact date is tracked for all records, allowing to segment them based on number of contacts, or date or direction of last contact.
• Tags may be used as filtering conditions in segments and grids
• UX for Ecommerce Statistics widget has been improved

Release Notes

List of improvements and fixed bugs:

• Magento order items are now organization-aware
• Fixed validation errors in REST API controller for Accounts

Release Notes

List of improvements and fixed bugs:

• Magento order items are now organization-aware
• Fixed validation errors in REST API controller for Accounts