[Vtigercrm-developers] YetiForce 0.0.1- full of innovations
Pabiszczak, Błażej
b.pabiszczak at opensaas.pl
Thu Oct 9 10:31:18 GMT 2014
All of our changes are available. Basing on the Vtiger 6.1 engine you can
encourage the producers to implement our soultion to their engine.
We released the first public version of the YetiForce system. You can
download it from Sourceforge (
http://sourceforge.net/projects/yetiforce/?source=directory) and find out
how many splendid possibilities this system introduces to the world of CRM.
For those who know Vtiger 6.1, YetiForce will be similar because it was
built on its backbone, but at the same time, it will be a pleasant
surprise, because we prepared many new functions:
1. Impractical Vtiger 6.1 modules were removed:
- *Mail Manager* - it was an impractical mail client that caused many
problems in the past so it was replaced with a new one that is very
innovative and functional.
- *Menu* - a standard menu was removed and replaced with a
professional tool that allows users to customize it to their preferences.
- *Tag cloud *- this tool was also replaced with a different one, its
location was changed and we also thought about protecting it from XSS
attacks so a security mechanism was implemented.
- *Mail Converter - *the old scanning tool was too rigid so we
replaced it with a new one.
2. New modules were added
- *PDF* - a professional module for generating data from any module to a
PDF document format. You have been waiting for this kind of module for a
long time!
- *My mailbox* - a very advanced mail module that is based on
Roundcube and has many built-in revolutionary mechanisms.
- *Employees* - a module that will be developed continuously with new
mechanisms so you will be able to keep a record of your employees.
- *Time control *- an advanced module that helps to control working
time and is integrated with other processes.
- *Calculations* - a module where work or products can be assessed;
this module will be a first stage in the process of preparing a
quote for a
customer.
- *Purchace invoice* - this module can be related to other modules
within the YetiForce system.
- *Outsourced products* - a module that keeps a record of products
that are possessed by your customers, but products that you didn't sell
them.
- *Sold products *- a module where you keep a record of products that
you sold to your customers (it's based on the Assets module).
- *Outsourced services *- a module that keeps a record of service
that are possessed by your customers but services that you
didn't sell them.
- *Sold services *- a module where you keep a record of services that
you sold to your customers (it's based on the Assets module).
- *List of corporate mails *- this module stores a copy of every
email message so the system can also store the relations between an email
client and the CRM system.
- *Tag Cloud* - new tag mechanisms were added.
- *Passwords *- a very useful module for password
management (especially useful for companies with support services).
-
3. New tools were added
- *Mail Scanner* - an advanced scanning tool that can automatically
relate emails to Leads, Contacts, Organizations, Opportunities, Projects,
Tickets, Service Contracts and Campaigns. The module can be configured
easily and new mechanisms can be added.
- *Project templates *- a very elastic mechanism responsible for
generating templates for projects (together with tasks and milestones).
- *About YetiForce *- information about license (in EN and PL) and
libraries, engines, scripts together with their version numbers.
- *Language editor* - an advanced tool for language management within
the YetiForce system.
- *Data Access *- an elastic module (similar to workflow) that allows
for controlling write (workflow works after record writing).
Changes within
the engine make it possible to control it in every view (also in actions
after AJAX).
- *Search setup *- a special mechanism was added and allows for the
configuration of fields that are searched for within a global
search engine
as well as a search engine for picklist fields. A label field was divided
into two independent fields (one for the search and the second one
for uitype 10 fields).
- *Widgets* - a tool that allows for controlling record summary of
particular modules (which have this summary).
4. Changes within the language packs
- All language packs were deleted except Polish and US English. We are
looking for partners to cooperate with us and provide additional language
packs to the YetiForce system.
5. Changes within standard modules
- Fields from My Preferences were redeveloped and some of them were
added to the Employees module.
- Fields from Leads were redeveloped and the mechanism converting
Lead to Organization was improved. The system is by default
oriented toward
B2B than toward B2C like it was before.
- Optimization of loading data to the Calendar (the first stage of
optimization was done and we have plans to redevelop more
functions in the
future).
- Changes of relation types (1:M, 1:1, M:M) within many modules so
everything together forms a coherent and logic process.
- All address fields were changed within all modules that have these
fields and the mechanisms that copy addresses were improved.
- Charts were added to the modules responsible for the most important
processes.
- Relation between a project milestone and a project task was added
as well as a function enabling a task creation.
- Summary views were modified and developed by adding new information
and tools.
6. Changes within standard tools
- Change of field's height for a "Terms & Conditions" tool.
- Isolation of all records from sharing profile to a separate module
- "Access to records".
- Allowed number of columns in widgets (in the virtual desk) was
changed from 2 to 5.
7. Changes within the engine
- Changes within file and directory structure.
- Changes of the installation mechanism.
- Changes in numbering of the system (Vtiger's numbering is the same
because of the compatibility for modules).
- Extra script loading time was added.
- TCPDF library actualization.
- Some of the icons were changed (that is only the beginning of
changes that we plan to introduce).
- Change of the possibility to check the size of email address
letters when retrieving a password.
- Modification of the authorization system.
- Menu in the configuration panel was redeveloped (we would like to
modify and arrange the tools).
- Optimization of several dozen queries within the system.
- Redevelopment of many tables together with keys assigned to them.
- Htaccess files were added to directories for security reasons.
- All notifications coded within files were moved to workflow.
- New uitype 300 was added.
- A possibility to add uitype 10 field from the layout editor was
enabled.
- A possibility to define a filed name and to select a table where
the field will be created.
- Each field can have a defined displaytype, additionally a new type
(10) was added and can be seen in every view, but users are not able to
edit it because the system fills it in.
- Function translating filters was added.
- Helpinfo fields were enabled within the system and a mechanism that
allows for entering help text in many languages was configured.
- Directory configuration for sessions.
- Update of many libraries to the newest versions.
- A new tool for sharing permissions for records with specific users
was added.
- Mechanisms generating from module X to module Y were added.
- Tracking mechanisms deployed by default within the Vtiger 6.1
system were removed from YetiForce.
*Information for the community*
1. We are looking for partners who would like to add and adjust language
packs for the system.
2. We are looking for partners who deploy CRM systems and would like to
establish an effective cooperation and share the experience.
3. Our website will be published in 2-3 weeks time (by the end of
October at the latest).
4. Modules that work with Vtiger 6.1 should also work with our system.
However if they have unused mechanisms then the adjustment and revision of
modules will take only a few minutes. We didn't change names of tables (but
in the future names will be generated randomly - just like in Joomla). If
you are an author of a module and you have problems with adjusting it to
our system, please contact us and we will help you.
5. At the website a forum, a mailing list (probably the one from
sourceforge) and a ticket system (probably also from sourceforge) will be
published.
6. We have also performed many security amendments and an optimization
of queries for the database, more information will be soon available at our
website.
*Why do we use SVN?*
We have been working on SVN for many years and we are satisfied with it. At
the moment, we don't see any advantages of GIT. We do understand all the
positive comments that can be found on the Internet, but in practice, GIT
won't increase working performance so we decided to stick with SVN. If the
community develops YetiForce dynamically and expects from us to use GIT,
then we will be eager to adapt to the needs.
*Information about the BETA version*
In our opinion, it's not a beta version, but a strong RC version. We are
continuously searching for errors and if we find any, they are fixed at
once. Several dozen companies in Poland use this system in production. The
latest version of the system will be available at: htpps://
test.yetiforce.com.
*Future plans to develop the system *
1. Code refactoring - in particular in some of the modules: OSS PDF,
Google Sync, Calendar, OSS Menu etc.
2. Adding Marketing Automation.
3. Improvement of processes.
4. Adding new tools for administrators.
5. Developing a comprehensive documentation for users and
administrators. Currently, we have about 100 articles and each day we add
something new.
6. Security audit (white & black box) performed with our own tools
(Acunetix) as well as by an outsourced company.
*Summary*
All the work that you can see within the system has been performed during
the past three months. We used some of the modules we had in our
collection. We are planning to add about 30 wonderful functions, which
after their development and adjustment to YetiForce, will be its
inseparable part and will significantly simplify users' work and shorten
the time required to compete tasks. New revolutionary tools open the door
to completely new opportunities and we hope that YetiForce will be the wind
of change in the world of CRM systems.
Z poważaniem / Regards
Błażej Pabiszczak
M: +48.884999123
E: b.pabiszczak at opensaas.pl
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