[Vtigercrm-commits] [vtiger-commits] r6930 - /vtigercrm/tags/vtigercrm-4.2.4/README.txt
vtigercrm-commits at vtiger.fosslabs.com
vtigercrm-commits at vtiger.fosslabs.com
Wed Jun 7 07:24:16 EDT 2006
Author: saraj
Date: Wed Jun 7 05:24:11 2006
New Revision: 6930
Log:
Changes made for 4.2.4 release
Modified:
vtigercrm/tags/vtigercrm-4.2.4/README.txt
Modified: vtigercrm/tags/vtigercrm-4.2.4/README.txt
==============================================================================
--- vtigercrm/tags/vtigercrm-4.2.4/README.txt (original)
+++ vtigercrm/tags/vtigercrm-4.2.4/README.txt Wed Jun 7 05:24:11 2006
@@ -1,35 +1,1432 @@
-vtigerCRM Readme
+####################################################
+vtiger CRM 4.2.4
+June 06, 2005
+####################################################
+
+After much delay vtigercrm 4.2.4 has been released.
+
+This is the first community driven release, so a big thanks goes out to all the people involved in making this happen.
+
+This is mostly a bug fix release, but it does mark the first release using the new SVN/Trac system which helps us harness the power of the community contributions and track issues and their fixes so everyone can help out. The Trac system can be seen here: http://vtiger.fosslabs.com
+
+A list of fixed bugs can be seen using the trac ticket system here:
+http://vtiger.fosslabs.com/cgi-bin/trac.cgi/query?status=closed&milestone=4.2.4&order=priority
+
+A full changelog can be seen trough the trac svn log here:
+http://vtiger.fosslabs.com/cgi-bin/trac.cgi/log/vtigercrm/tags/vtigercrm-4.2.4?action=stop_on_copy&rev=6885&stop_rev=&mode=follow_copy&verbose=on
+
+vtigercrm 4.2.4 can be downloaded here:
+<download links>
+
+INSTALLATION PROCEDURE:
+
+For a new installation simply extract the files into a directory accessible through your apache setup then point your web browser to that directory on your website and follow the installation instructions. Software you'll require is apache (1.3.x or 2.x) with php (4.3+, no 5.x support yet) and mysql (4.x).
+
+You can post any issues or suggestions at http://vtiger.fosslabs.com/cgi-bin/trac.cgi/newticket
+
+
+UPGRADING:
+
+If you are upgrading from a previous version of vtigercrm first backup all data then follow the instructions for the appropriate version below:
+
+4.2.3:
+ - No database changes are need if you are using a successfull installation.
+ - If tables were only partially created for you using an earlier version please wipe your database and try with 4.2.4, your problems should be solved.
+ - To save your current configuration copy the config.php file from your old installation to config.inc.php in the new installation. You'll also have to edit the config file as follows:
+ - change the following variable names in config.php
+
+ from:
+ $dbconfig['db_host_name'] =
+ $dbconfig['db_user_name'] =
+
+ to:
+ $dbconfig['db_hostname'] =
+ $dbconfig['db_username'] =
+
+ - If your 4.2.3 installation has previously been upgraded from an earlier release there is one database modification missed in pervious upgrades you will want to make manually:
+ alter table wordtemplates drop primary key;
+ alter table wordtemplates change filename filename varchar(100) not null;
+ alter table wordtemplates add column templateid integer(19) primary key;
+
+
+4.2.2 (aka 4.2 patch2):
+ - Apply the 4.2.3 patch as per: http://forums.vtiger.com/viewtopic.php?t=4166
+ - Then follow the instructions for a 4.2.3 upgrade.
+
+
+4.2.1 or 4.2:
+ - Apply the 4.2.2 patch as per: http://forums.vtiger.com/viewtopic.php?t=2903
+ - Then follow the instructions for a 4.2.2 upgrade.
+
+####################################################
+vtiger CRM 4.2.3
+Dec 23, 2005
+####################################################
+We are pleased to announce the vtigerCRM 4.2.3 release. This release is a consolidated with earlier patches (1 & 2 - refer below section for the list of fixes) and Multiple vulnerablity fixes.
+
+Note: First Time vtiger CRM users can directly install the source in their
+vtiger suported version of LAMP / WAMP.
+
+**************************************************************************************************************
+* IMPORTANT NOTICE *
+**************************************************************************************************************
+* The vtigerCRM 4.2.3 is ONLY for the first time vtiger users and not for *
+* the existing users. The existing v4.2 users are recomended to upgrade their system by applying v4.2 patch *
+* 2 and vulnerability fixes patch. You can download the patches from the *
+* following urls. *
+* http://forums.vtiger.com/viewtopic.php?t=2903 *
+* http://forums.vtiger.com/viewtopic.php?t=4166 *
+**************************************************************************************************************
+
+Software requirements : PHP 4.3.x, MySQL 4.0.x (4.0.20 prefered), Apache 1.3.x
+or 2.0.x
+
+For more details refer to http://www.vtiger.com/wiki/index.php/Vtiger_CRM_4.2.3_-_Installation_Guide
+
+
+***********************
+I. Vulnerability fixes
+***********************
+
+Posted by D.Fabian / SEC-CONSULT/ ww.sec-consult.com
+
+a) Multiple SQL Injection Vulnerabilities
+b) Cross Site Scripting
+c) Path Traversal/File Disclosure
+d) Arbitrary File Upload
+e) Remote Code Execution
+
+Posted by Christopher Kunz / www.hardened-php.net
+
+a) Arbitrary File Upload
+b) Authentication ByPass
+c) Unsafe File Inclusion
+d) Arbitrary code execution
+
+
+####################################################
+vtiger CRM 4.2 Patch 2
+Sep 15, 2005
+####################################################
+
+We are pleased to announce the consolidated patch for vtiger CRM 4.2. This release includes many code contributions from vtiger community and bug fixes!
+
+******************************************
+I. Code Contributions by vtiger Community
+******************************************
+
+Thanks to Bela, Fredy, JLee, MikeCrowe, and Sholmi for their valuable contributions to the vtiger CRM development.
+
+Following contributions were made at vtiger Discussions under "vtiger CRM - Code Contributions" forum:
+
+1. T2025 - 2 bugs - JLee (Same as P8180 in vtiger Discussions " Little typo in function get_lead_feild_options")
+
+2. T2324 - Modification to the Aqua theme - Bela (Note: We have included the fix for all the themes except blue theme)
+
+3. T2406 - Description spanned over all columns - Fredy
+
+4. T2431 - Search by TicketId field in HelpDesk - Fredy
+
+5. T2524 - Scrollable related lists - Fredy
+
+6. P9578 - Import/Export Products - JLee
+
+7. T2196 - Fix for World Clock Bug - JLee
+
+8. T2139 - Bug in: EditView.html - Shlomi
+
+9. T2000 - Add "Assigned To" as a choice when Importing - MikeCrowe
+
+10. T1585 - Improved Calendar - Fredy
+
+****************
+II. New Features
+****************
+
+1. Import/Export Products
+
+2. Scrollable List View for related Lists
+
+***************
+III. Bug Fixes
+***************
+
+--------------------------
+A. http://bugs.vtiger.com
+--------------------------
+
+-------------------------------------
+S.No ID Subject
+-------------------------------------
+1. 67 - Inventory Mgmt Related List
+
+2. 70 - Activities - Quick Create
+
+3. 81 - Price Book - Select Product list price
+
+4. 82 - Inventory Mgmt Related List Issue
+
+5. 96 - Alignment is not proper for Total and sub total
+
+6. 108 - Without entering any value in global search if we click on search then the n an empty page is displayed
+
+7. 113 - Security UI not good enough
+
+8. 114 - Better icons for the inv mgmt modules
+
+9. 428 - User Signature Issue
+
+10. 125 - UI for New Product creation not proper
+
+11. 129 - Advanced search requires some fields (SF.Net ID:
+
+12. 131 - Sorting Name in Leads
+
+13. 143 - Product related list in Activity can be removed
+
+14. 149 - New Ticket Creation - Group empty
+
+15. 160 - Modified time and created time are 0 in Add Business Card
+
+16. 406 - Clock is dislocated after delete a record
+
+17. 407 - HelpDesk quick create- title not saved
+
+18. 408 - Activities CustomView contact not displayed
+
+19. 409 - After mass delete FAQ control goes to HelpDesk
+
+20. 410 - Footer alignment changed
+
+21. 411 - New Event Creation
+
+22. 405 - FAQ quick create
+
+23. 412 - Security - Activity delete
+
+24. 413 - Security - Default Organization for Activities
+
+25. 414 - Field positioning Sales/Support Start dates
+
+26. 415 - Inventory Related List
+
+27. 416 - Inventory RL
+
+28. 417 - Inventory RL - Activity History missing
+
+29. 418 - Ticket - Create
+
+30. 419 - Email - Edit View
+
+31. 420 - Availability of user
+
+32. 421 - Adding Products to Price book Validations
+
+33. 422 - New Activity Creation - Group empty
+
+34. 424 - History in Potential, PO, SO and Invoice
+
+35. 425 - After delete tickets it displays empty list
+
+36. 426 - Invoice Display in Home Page
+
+37. 86 - File Size validation for the product image
+
+38. 78 - Adding pricebook to products
+
+39. 81 - IE 6 Pricebook Validations
+
+-----------------------------------
+B. vtiger Discussions - Bug Tracker
+-----------------------------------
+
+-------------------------------------
+S.No ID Subject
+-------------------------------------
+
+40. T1707 - Customer Portal language bug
+
+41. T2080 - Email doesn't work
+
+42. P8047 - Change Status Not Updating Modify Date
+
+43. P8004 - BUG modules/HelpDesk/Save.php
+
+44. P8301 - Additional Info to Helpdesk-Issue
+
+45. P8449 - Calendar icon missing at HelpDesk
+
+46. P8306 - Missing values in Cumulative Statistics
+
+47. T1802 - Still not possible to delete a contact - account relation
+
+48. T1398 - Issues in Contacts
+
+49. T1694 - Email Editor Add Link doesn't work
+
+50. T1742 - Bug when assigning product from 2nd page to potential
+
+51. T2025 - 2 bugs
+
+52. T2313 - New Task Bug
+
+53. P8170 - Quotes popup trouble
+
+54. P8098 - Vendor pick list not working in Purchase order
+
+55. T1862 - Customize Quote Template
+
+56. P8159 - New Calendar Bug
+
+57. T2038 - Please fix these Bugs in 4.2
+
+58. T1696 - Accounts Website url fix
+
+59. T2003 - Pricebook bug
+
+60. P8293 - Double entries in 'Default Organization Sharing Access'
+
+61. T2512 - Home upcoming activities
+
+62. P8030 - Meetings not held must not be shown in upcoming activities
+
+
+####################################################
+
+vtiger CRM 4.2 Patch 1
+Aug 10, 2005
+
+####################################################
+
+New Feature:
+
+Reports can be exported in Excel Format.
+
+Bug Fixes:
+
+1. Forum Post ID 6550: Can not add new product
+
+2. SF ID1159916: settings-Company details
+
+3. SF ID1160084: Task - End Date
+
+4. SF ID1161317: date accept 0 value
+
+5. SF ID1161326: Lead Conversion
+
+6. Forum Topic ID 2038: Please fix these Bugs in 4.2
+
+7. Internal: Make QuickActivityRegister have enddate(duedate)
+
+8. Forum Topic ID 1696: Calendar bug fix for non-admin user
+
+9. Forum Topic ID 1648: Converting a lead
+
+10. SF ID 1161344: probability is not validate if we give greater value
+
+11. Forum Topic ID 2223: Editing Company information
+
+12. Interna: Calendar in Quick create in events
+
+13. Forum Topic ID 1803: chips impossible to add more activity (task/event)
+
+14. Forum Post ID 6733: Missing required field in New Event shortcut
+
+15. Internal: Lead Conversion form validation
+
+16. Forum Topic ID 2038:Please fix these Bugs in 4.2
+
+17. SF ID 1161223: Export to PDF
+
+18. Forum Topic ID 1693:Bad PDF output
+
+19. Forum Topic ID 2012:Report Customization iNot working in IE
+
+20. Forum Topic ID 1823: Translation Issue 2
+
+21. Forum Topic ID 2038: Please fix these Bugs in 4.2
+
+22. Internal: Invoice Qty & inventory issues in 4.2 GA
+
+23. Forum Topic ID 1717: bug report in new sales order and PDF invoice on
+online demo
+
+24. Internal: Inventory Mgmt
+
+25. Internal: Detail View Ui for Products Relateion in inventory is imporper
+
+26. Internal: SO - Popup Account - table issue
+
+27. Internal: Notes - Cancel/ back
+
+28. Internal: No of Employees Field not validated
+
+29. Internal: Filling with Todays date
+
+30. Internal: Security - Default Organization for Activities
+
+31. Internal: Security - Activity delete
+
+32. Internal: Inventory Mgmt Logging
+
+33. Internal: URL and URL name
+
+34. Internal: Feild level access for task
+
+35. Forum Topic ID 1823: Custom Date field not working?
+
+36. Internal: Support for Text Area Custom Field
+
+37. Forum Topic ID 1643: Any user can change onw role for admin role?
+
+38. Internal: Class not set in inventory product UI
+
+39. Forum Topic ID 2258: Nasty security bug in latest 4.2!
+
+40. Code Contribution: Indexing code by Microwe integrated
+
+41. Internal: Title doesn't show up
+
+42. Forum Topic ID 1997: Fixing bugs.
+
+43. Forum Topic ID 822:Translation-Issue
+
+44. Forum Topic ID 1768: Contact address pulled from Acccount
+
+45. Forum Topic ID 1753: VtigerCRM 4.0 Character causing troubles
+
+46. 1161351: Inventory Mgmt Related List
+
+47. 1161347: Inventory Related List
+
+48. 1161415:Contacts - Related Lists - Deleting Products
+
+49. 1161406: Assigned ToUser in Leads can be Assigned to User
+
+50. Forum Topic ID 2092: Product Popup in New Quotes
+
+51. Forum Topic ID 1980: Account Pop Http 404 when pickup a account in New
+Sales Order
+
+52. Forum Topic ID 2003: Pricebook bug
+
+53. 1161337: Price Book Product Select
+
+54. Forum Topic ID 2088: Address Information Won't Export
+
+55. Forum Topic ID 1582: Importing Checkbox Values when importing leads
+
+56. 1161356:Email - quick create date and time sent date not validated
+
+57. 1160290: Potentials incorrectly pulls up deleted notes in related
+
+58. Internal: Form Validation for Add Business Card
+
+59. Internal: Single, double quotes problem in ticket comments and FAQ
+comments
+
+60. Forum Topic ID 1612: Misbehaviour on validation of number fields
+
+
+#######################
+
+vtiger CRM 4.2 GA
+July 18, 2005
+
+#######################
+
+We are pleased to announce the latest version of vtiger CRM. This release includes many new features and few bug fixes!
+
+*****************
+A. New Features
+*****************
+
+ * Activity Management
+
+ * Manage recurring events (daily/weekly/monthly/yearly)
+
+ * Group/Shared calendar to plan meetings with vtiger CRM users without time conflicts
+
+ * UI enhancements related to overdue tasks in Activities list view
+
+2. Lead Management
+
+ * Capture leads directly from your Web site to vtiger CRM
+
+ * Customize Online Lead Form as per your Web site requirements
+
+ * Create mailing lists and execute E-mail marketing campaigns
+
+ * Add multiple products to the leads
+
+ * Customize list of the leads as per users' requirements
+
+ * Create fully customizable lead reports
+
+ * Lead conversion mapping for all the custom fields
+
+3. Account & Contact Management
+
+ * Generate quotes, sales orders, and invoices directly from the accounts and contacts
+
+ * Track history of all the products purchased by customers
+
+4. Products Management
+
+ * Create Price Books and associate products with Price Books
+
+ * Procure products from the selected Vendors list
+
+ * Associate Trouble Tickets and Knowledge Base articles with products
+
+ * Ability to upload product images for easy identification
+
+5. Sales Quotes
+
+ * Track outstanding quotes from the quotes list view
+
+ * Add Line Items to the quotes and update sub-total, taxes, adjustments, and grand total amounts
+
+ * Select different prices for the same product as per customer segment
+
+ * Create printer-friendly Sales Quotes and deliver to the prospect customers through in-built E-mail service
+
+ * Create Sales Order or Invoice with a single click from the Sales Quote
+
+ * Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect
+
+ * Display quotes related to accounts under the related list
+
+ * Customize Sales Quote fields as per your organization requirements
+
+ * Set up your company information to display your company address while creating PDF documents
+
+6. Order Management
+
+ * Streamline organization-wide procurement and fulfillment processes by integrated Order Management with CRM
+
+ * Track outstanding orders from the Orders List View
+
+ * Procure products from the available Vendors/Manufacturers/Resellers list in vtiger CRM
+
+ * Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse
+
+ * Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements
+
+ * Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders
+
+ * Add Line Items to the Orders and update sub-total, taxes, adjustments, and grand total amounts automatically
+
+ * Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through in-built E-mail service
+
+ * Once the Sales Order is confirmed create Invoice from Sales Order with a single click
+
+ * Periodically notify the stock position to the concerned parties in your organization so that stock is always available to fulfill the outstanding orders
+
+7. Invoices
+
+ * Track outstanding invoices from the Invoices list view
+
+ * Create printer-friendly Invoices and deliver to the customers through in-built E-mail service
+
+ * Customize Invoice fields as per your organization requirements
+
+ * Add Line Items to the Invoice and update sub-total, taxes, adjustments, and grand total amounts automatically
+
+ * Customize Invoice fields as per your organization requirements
+
+ * Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the customer while creating invoices
+
+ * Associate invoices with the General Ledger account for hassle free book keeping
+
+
+8. Help Desk
+
+ * Manage product-wise Knowledge Base articles/FAQ
+
+ * Associate Articles with trouble tickets and products
+
+ * Provide public access to the Knowledge Base only after approval
+
+ * Update Articles/FAQ in vtiger CRM as based customer suggestions & comments
+
+9. E-mail Integration
+
+ * Configure incoming E-mail servers on per user basis. Each user can retrieve his own E-mails
+
+ * Fetch E-mail messages through POP and IMAP services
+
+ * Setup multiple incoming E-mail servers
+
+ * Seamless integration between incoming E-mail messages and the corresponding contacts in vtiger CRM with a single click
+
+ * Fetch incoming E-mail messages as RSS feed in RSS module
+
+ * Send E-mail notification to the users when records are assigned to them or there is a deadline coming up
+
+ * Ready-to use E-mail templates
+
+ * Populate vtiger CRM user related fields in E-mail templates
+
+ * Export E-mail messages into CSV file
+
+ * Fetch inbound E-mails and associate to the contacts or create E-mails directly into vtiger CRM
+
+ * Send mass E-mails to the contacts and other users
+
+10. Other Features
+
+ * Lead conversion feature within module access scope
+
+ * Generate quotes and sales orders, from the potentials
+
+*****************
+B. Bug Fixes
+*****************
+
+1. FORUM:1545 - Quotes, orders - working or not ?
+
+2. FORUM:1560 - Can not change user password & problem with ordering system
+
+3. FORUM:5512 - In custom fields calendar, when a calendar field in created, the calendar drop down does not appear
+
+4. FORUM:5553 - Contact with apostrophe ' in name cannot own a ticket
+
+5. FORUM:5795 - If you change the name of admin passwords are lost !!!
+
+6. FORUM:5810 - In contacts module Brithdate shown as 0000-00-00
+
+7. FORUM:4501 - Error message while associating user to a group
+
+8. FORUM:4550 - Issue related to custom drop-down list order
+
+9. FORUM:4039- Issue with duplicating a contact
+
+10. FORUM:4073 - Normal user with no access to the settings is anyway able to change the profile of a role.
+
+11. FORUM:1409 - Report Export to PDF
+
+12. FORUM:1818 - Outlook Sync applies makes Calendar appointments 2020
+
+13. FORUM:606 File Missing: testemailtemplateusage.php
+
+14. FORUM:1294 - Problem with e-mail templates
+
+15. FORUM:1050 - Subject of emails not imported - Need confirmation
+
+16. FORUM:1276 - Converting Leads and assigning to user
+
+17. FORUM:1270 - Bug in e-mail module
+
+18. ORUM:1742 - Bug when assigning product from 2nd page to potential
+
+19. FORUM:1772 - Bug: wrong date format when converting leads
+
+20. FORUM:1559 - Tasks not working in Leads
+
+21. FORUM: 5247 - Account search doesn't work
+
+22. FORUM:5096 - Phone search
+
+23. FORUM:5715 - Currency Support
+
+24. FORUM:5795 - Roles and Passwords
+
+
+25. SF1102842 - CSV import, problem with ä,ö,ü
+
+26. SF1097215 - Mass Delete in Accounts, Contacts and Opportunities
+
+27. SF1025603 - Phone in Task
+
+28. SF1093989 - picklists - I18N
+
+29. SF1090963 - wrong header caption in activities, history
+
+30. SF1090711 - Duplicate entries in language translation
+
+31. SF1095038 - Import Leads - No Mapping Fields
+
+32. SF1093132 - Lead Import Fails - v3.2
+
+33. SF1094944 - The leads dropdown list does not update
+
+34. SF1090715 - Error on importing contacts from cvs file
+
+35. SF1073179 - Importing .xls files but missing one of the column header
+
+36. SF1073159 - Importing Problem
+
+37. SF1087482 - user not deleted
+
+38. SF1094950 - New E-mail - Error Message
+
+39. SF1090721 - Meeting Contact - Unable to remove
+
+40. SF 1090717 - New Note: Field Name missing
+
+41. SF 1230595 - Custom Calendar in Tickets not working
+
+42. SF 1221170 - Sort Notes
+
+43. SF 1221036 - Orders
+
+44. SF 1214401 - Contact birthday translation
+
+45. SF 1214396 - Task start date and Calendar date scrambled
+
+46. SF 1218633 - Phone Search not working
+
+47. SF 1231325 - Error with open tickets link on home page
+
+48. Create users without associating to any of the groups
+
+49. Non-editable user name
+
+50. Mandatory fields checks while configuring currency fields
+
+51. Mandatory fields checks while configuring database backup server
+
+52. The currency symbol which is set in Currency configuration, it is not reflected in dashboard graphs.
+
+53. Field accessibility support not provided for Potential fields
+
+
+*****************
+C. Known Issues
+*****************
+
+1. FORUM:1816 - Outlook Plugin error in Outlook
+
+2. FORUM:1818 - Outlook Sync applies makes Calendar appointments 2020
+
+3. FORUM:1293 - Leads have disappeared - We turned off Leads for all users in the Sales profile. Now we have turned them back on in Settings and they still don't appear. When have restarted the server to completely restart all services just in case but that didn't fix it. Any ideas?
+
+4. FORUM:1752 - Bug: Decimals lost in custom currency fields in products
+
+5. FORUM:1831- Import Error CSV Leads (File size more than 2MB cannot be imported)
+
+6. PDF report overlaps if the number of columns are more than the paper size and last few columns are hidden
+
+7. While creating a new event from Ticket related list, ticket name is not displayed under Activity page
+
+8. In Products related Price Book if edit link will point to Price Book edit view instead of Edit product list price
+
+9. If an event is assigned to Group then in the users list the group members name is displayed
+
+10. If an event is assigned to a team, if the team name is empty then also the event is being saved
+
+11. In Lead Conversion, the type of custom field is not taken into consideration
+
+12. If any of the events associated with recurring event is closed, all the related recurring events are also closed
+
+13. In Reports, The Date fields in "Filter Options" will not be retained after clicking the 'Apply Filter' button
+
+14. When a New Sales Order, Purchase Order, Invoice and Quotes are created from a Product Detail View, Account Name and Potential Name will not be populated.
+
+15. In a Product Detail View if 'Add to Price Book' hyperlink is clicked and if no Price Book is present in the list, and if 'Add to Product' is selected, vtiger Home page will be displayed.
+
+16. While generating reports the fields selected in 'Columns to Total' will not be displayed.
+
+***************
+D. Limitations
+***************
+
+1. Security is not implemented for Reports and Dashboards.
+
+2. GIF images are not supported while generating PDF documents such as Quotes,Orders and Invoice.
+
+
+NOTE: For more details about vtiger CRM 4.2 Release Notes, Please refer to the following URL:
+
+http://www.vtiger.com/wiki/index.php/Vtiger_CRM_4_2_Release_Notes
+
+#######################
+
+vtiger CRM 4.2 Alpha
+May 31, 2005
+
+#######################
+
+We are pleased to announce the latest version of vtiger CRM. This release includes many new features and few bug fixes!
+
+******************************************************************************************
+Note: vtiger CRM 4.2 Alpha is only for testing and can not be used for production purpose.
+
+Please post Bugs at the following URL:
+
+vtiger Discussions: http://www.vtiger.com/discussions/viewforum.php?f=12
+
+******************************************************************************************
+
+New Features
+
+1. Quotes module
+2. Order Management module (Purchase Orders & Sales Orders)
+3. Invoices module
+4. Price Books
+5. Vendor/Suppliers Management
+6. Customizable Reports
+7. Customizable List Views
+8. Customer Self-service Portal
+9. RSS module
+10. Event Reminders
+11. Configurable Email Notifications
+12. Incoming Email Support
+
+--------------------
+vtiger CRM 4.0.1
+April 29, 2005
+
+We are pleased to announce the latest version of vtiger CRM. This release
+includes some of the new features and numerous bug fixes!
+
+-------------
+New Features
+-------------
+
+1) Default Organisation Fields - Fields that are not needed can be made hidden across the organisation.
+2) Multiple Date format support.
+3) Currency Support.
+4) Customer Portal Beta Release - as an add on.
+
+----------
+Bug Fixes
+----------
+
+1) When time like '1:00' is given as input in new event, instead of '01:00',
+an expection will be thrown in the calendar
+2) Php warning fixes - contributed by joduba.
+3) 'Sales Stage' column empty in Potentials table for Contacts and Accounts
+Detail view.
+4) Calendar icons not working in homepage in my pipline chart.
+5) Delete confirmation for notes and attachments in all modules Related list.
+6) Select Contact from Popup after navigation throws exception.
+7) Duplicate entry in Notes listview, when created from Ticket Module.
+8 Added 'Contact' in HelpDesk List View.
+9) Issue in Description Update across modules when saved during edition.
+10) Problem in Notes Update, when no attachment is given.
+11) When a Custom field contains space, export query fails.
+12) Intialising 'log_sql' variable in config.php - php warning fix
+13) Show tickets in Detailview / Related listof contacts.
+14) In Help Desk search 'Status' & 'Priority' given as combo.
+15) Note Title should not be unique.
+16) Problem in importing more than 1000 records.
+17) In Email template big text is not supported
+18 Paragraph support in email template
+19) Amount size entry should be increased in Potentials (increase the digits)
+20) Duplicate Email template entry when editing a template.
+21) Notes and Attachment title/description display in related list
+22) When selected a username in the popup window after search from
+Activity/Email Detail View an exception is thrown.
+23) After email export, the body field in document is empty.
+24) Problem in HelpDesk Search based on Created Date.
+25) When assigned, Contact Salutation type in email template, and used in
+select email template, salutation type is empty.
+26) Sorted by 'Contact' in Ticket List View.
+27) Title field not validated when creating a new ticket
+28) My Account' link in login page throws exception
+29) Usename/creator will shown in all events in Calendar
+30) In Account Advance Search 'State' field empty after giving a value to
+search.
+31) In Home Page my groups all the group entities are displayed
+32) In Home Page My Activities, the Activity Link is not working.
+33) The Group Name link is the User Detail View not working.
+34) Email fiele length in accounts table modified from 30 to 100
+35) Check Box custom field Search not working
+36) Product search fields are interchaged between Basic and Advanced.
+commision rate & Qty/Unit -- Moved from Basic to Advanced. Manufacturer &
+category -- Moved from Advanced to Basic
+37) Improper Link issue in Popup after search.
+38) In Home Page My Tickets - Related to Contacts link are not working.
+39) Unwanted includes in Calendar Removed
+40) Sorting of Potentials in Home Page(Amount in Descending order)
+41) Login History - improper login/logout time
+42) Email Form Validation
+43) Pipleline total not getting updated.
+44) In Email List View displaying of Contact Issue.
+45) Enabling Status for Call and Meetings.
+46) Removing Notes, Products from Default Organisation Sharing.
+47) Populating modified time during entity creation.
+48) Edit and Duplicate of Attachments not working.
+49) Displaying of Closed Ticket in Home Page.
+50) Deleted entities are getting listed in Tracker.
+51) Enabling History tabs in Leads, Contacts, Accounts and Potentials for
+Activity History.
+
+
+--------------------
+vtiger CRM 4
+March 29, 2005
+
+We are pleased to announce the latest version of vtiger CRM. This release includes several new features and numerous bug fixes!
+
+-------------
+New Features
+-------------
+
+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
+
+8. Accessories, such as World Clock and Calculator
+
+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
+
+C. 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
+
+D. Contact Management
+
+1. Delete contacts in bulk
+
+2. Change contacts owner in bulk
+
+3. Create mail merge documents for contacts
+
+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
+
+F. Help desk
+
+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
+
+G. Products
+
+1. Enhanced the standard fields based on users feedback
+
+2. Add/Modify custom fields in Products
+
+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
+
+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
+
+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:
+
+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
+
+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
+
+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
+
----------------
-
-After several months of working on our CRM solution, based on Apache, MySQL
-and other open source components, we came across a SourceForge open source
-project initiated by SugarCRM, having the same vision, and doing something
-very similar to what we were doing. They started out with the same promise
-we did, namely that CRM software is needlessly expensive, and hosted offerings
-only pretend to be affordable. While we were getting ready with our offering,
-the open source project had already launched it; the underlying infrastructure
-of Apache and MySQL was similar to what we were doing, and most importantly,
-the SugarCRM Public License allowed us to create distributions based on this
-code (SPL - a copy of Version 1.1.2 is found here, and the URL is at
-http://www.sugarcrm.com/home/content/view/35/86/) we decided it would be even
-faster to adopt that as our core and add value on top, an example of open
-source based collaboration.
-
-We gratefully acknowledge the contribution made by SugarCRM, and we intend to
-actively participate and lead in bringing this vision of affordable enterprise
-applications, but we make it clear that vtiger is not affiliated with nor is
-endorsed by SugarCRM.
-
-Please feel free to send your valuable comments to contact at vtiger.com so that
-we can have a better CRM product at free of cost. Check out our website at
-http://www.vtiger.com for support forums, detailed product information,
-our future plan and much more.
-
-software requirements
+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)
+----------
+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 doesnt 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
+
+
+
+Known Issues
+
+1. 1111896: Outlook raises a security alert when adding email with vtiger Outlook Plug-in
+
+2. In Windowos OS, System Inoformantion 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.
+
+----------------------------
+vtiger CRM 4 Beta
+January 10, 2005
+
+We are pleased to announce the latest version of vtiger CRM.
+
+New Features:
+
+1. Help Desk module to handle trouble tickets, Frequently Asked Questions and Support Statistics
+
+2. Products module to add company wide products related information at a centralized location
+
+3. Mail merge Templates
+
+4. Sending Mass E-mails to contacts
+
+5. Delete attachments
+
+6. Add/Sync Email attachments using vtiger Outlook Plug-in from Microsoft(R) Outlook(R) to vtiger CRM
+
+7. Add/Sync tasks using vtiger Outlook Plug-in from Microsoft(R) Outlook(R) to vtiger CRM
+
+8. Creating Groups and assigning users to groups
+
+9. Assigning leads/tickets to groups/individuals
+
+10. New theme 'Blue' has been added
+
+
+Issues Fixed:
+
+We have fixed the following issues reported in Sourceforge.net:
+
+1. 1093648 - Attachment contains extra footer
+
+2. 1097245 - Email Field in Leads - 25 chars
+
+3. 1093120 - User name doesn't appear in meetings
+
+4. 1090718 - Meeting User - Unable to remove
+
+5. 1092763 - Meeting attendee list does not list user's Name
+
+6. 1094922 - New Attachment - Error Message
+
+7. 1089207 - problem in emails
+
+8. 1089136 - need attachment
+
+9. 1037521 - Attachment/Import - Error message
+
+10. 1032707 - Unable to view/Save the Attachments
+
+11. 1019074 - handle mysql data
+
+12. 1028989 - Print Problem
+
+13. 1085617 - Wrong focus after deleting cases/contacts/opportunities
+
+14. 1089627 - Problem with vtiger. 25 Character email limit
+
+15. 1090721 - Meeting Contact - Unable to remove
+
+16. 1090279 - Export Custom Fields - Not working
+
+17. 1098475: Contacts: Field TITLE is too short
+
+18. 1093669 - Delete attachments
+
+19. Support for Latest versions of Apache and MySQL in installation wizard (Both Linux and Windows).
+
+----------------------------
+
+vtiger CRM 3.2.1
+December 21, 2004
+
+We are pleased to announce the latest version of vtiger CRM.
+
+New Features:
+
+1. Basic Calendar support
+2. German and Dutch Languages Support
+
+Issues Fixed:
+
+a) Duration minutes in calls not getting saved when a new call is created is fixed.
+
+b) On deleting any entity, the Leads List View page getting displayed is fixed.
+
+c) Internationalisation support for Custom Fields provided.
+
+d) Internationalistaion support for Pick List Value Customization provided.
+
+e) Quick create form is getting displayed now.
+
+f) Empty Line Space appearing between the heading and List view table in module Lead and MessageBoard is fixed
+
+g) Proper Message display is done when a user with no delete privileges tries to delete the entity.
+
+h) vtiger Outlook Plug-in in server side fixes related to performance improvement.
+
+
+---------------------------
+vtiger CRM 3.2
+December 13, 2004
+
+We are pleased to announce the latest version of vtiger CRM.
+
+New Features:
+
+a) Custom Field Support
+
+b) Security Support
+
+c) Migration from 3.0 to 3.2
+
+----------------------------
+
+vtiger CRM 3
+November 8, 2004
+
+We are pleased to announce the latest version of vtiger CRM.
+
+New features:
+
+a) Support for accessing vtiger CRM server from Microsoft Outlook behind Proxy settings
+
+b) Synchronize customer specific tasks in between Microsft Outlook and vtiger CRM.
+
+c) Integrated Message Boards with vtiger CRM, which can be used to share customer knowledge among CRM service users.
+
---------------------
-PHP 4.x, MySQL 4.x, Apache 1.x or 2.x
-
-For more details please refer:
-http://www.vtiger.com/wiki/index.php/Vtiger_CRM_4.2.3_-_Installation_Guide
+
+vtiger CRM 3.0 Beta
+October 7, 2004
+
+We are pleased to announce the latest version of vtiger CRM.
+
+The new features are:
+
+a) Released vtiger Outlook Plug-in, business productivity enhancement utility for Microsoft Outlook users. It is an open source project covered under vtiger Public License 1.0 based on Mozilla Public License 1.1.
+
+---------------------
+vtiger CRM 2.0
+September 6, 2004
+
+We are pleased to announce the latest version of vtiger CRM.
+
+The new features are:
+
+a) DRAG and DROP of the tabs!!
+This was achieved after working for quite a long time in the labs, not to
+mention many sleepless nights!.
+By using this feature, you can customize the tabs that you want to work with.
+Do let us know what you feel about it.
+
+b) Lead Management
+
+Sales reps can create leads and initiate the CRM cycle.
+We have tried to incorporate all the required features during this short period.
+Do let us know if you would like to see some more features.
+
+c) Import Leads from External Sources
+
+Sales reps can import leads to vtiger CRM from external sources, such as Microsoft Outlook,
+ACT, GoldMine, and others in *.XLS file format. This feature eliminates the manual
+data entry and enhances the Sales rep's productivity.
+
+d) Attach Files
+
+Sales reps can attach sales-related materials, such as marketing collaterals, presentations,
+price quotes, and others, so that they can instantly access the related documents while
dealing with leads/opportunities, accounts, and contacts.
+Send your feedback, which is vital for our understanding your needs.
+
+-------------------------------------------------------------------------------------------------------------
+vtiger CRM 1.0
+August 26, 2004
+
+-=Overview=-
+
+After several months of working on our CRM solution, based on Apache, MySQL and other open source components, we came across a SourceForge open source project initiated by SugarCRM, having the same vision, and doing something very similar to what we were doing. They started out with the same premise we did, namely that CRM software is needlessly expensive, and hosted offerings only pretend to be affordable. While we were getting ready with our offering, the open source project had already launched it; the underlying infrastructure of Apache and MySQL was similar to what we were doing, and most importantly, the SugarCRM Public License allowed us to create distributions based on this code (SPL - a copy of Version 1.1.2 is found here, and the URL is at http://www.sugarcrm.com/home/content/view/35/86/) we decided it would be even faster to adopt that as our core and add value on top, an example of open source based collaboration.
+
+We gratefully acknowledge the contribution made by SugarCRM, and we intend to actively participate and lead in bringing this vision of affordable enterprise applications, but we make it clear that vtiger is not affiliated with nor is endorsed by SugarCRM.
+
+The team at vtiger CRM is pleased to announce the v1.0 the first release of vtiger CRM Open Source project.
+
+This first release of vtiger.Sales is best suited for small sales forces. If
+you're looking to manage the basics of sales deals where every user can see
+all of the data in the system, then vtiger.Sales v1.0 is right for you. Over the next few months, we will be building out vtiger.Sales to meet the needs of larger, multi-national sales forces that need features like forecasting, data access permissions and internationalization.
+
+Please feel free to send your valuable comments to contact at vtiger.com so that we can have a better CRM product at free of cost. Check out our website at http://www.vtiger.com for support forums, detailed product information, our future plan and much more.
+
+-=Features=-
+We have incorporated the following features in this release based on SugarCRM.
+
+Opportunities
+vtiger.Sales provides a complete, yet easy-to-use Opportunities module. From deal size to each contact?s role, from listing the competitors to tracking the lead source, sales reps can easily manage each sales opportunity to completion.
+
+Accounts & Contacts
+With the Accounts & Contacts module, you can easily enter and update key account and contact information. Tracking and staying in touch with your customers is simply a click away.
+
+Activity & Task Management
+Managing your customer interactions is at the heart of a sales automation application. vtiger.Sales provides a simple and clean set of tools for quickly tracking tasks, phone calls, emails and meetings.
+
+Notes & Attachments
+Easily keep notes on every contact, opportunity or account.
+
+Home Screen
+Focus on the right activities with a quick view of your top opportunities, pipeline, today's appointments and task list.
+
+Dashboard
+A picture is always worth a thousand words. With the dashboard module, you can graphically view how your opportunities breakdown by sales stage or industry.
+
+Administration
+Easily manage all the users in the system, their passwords, user interface themes and more.
+
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