Release Notes

List of improvements and fixes:

• Integrity constraint violation during IMAP synchronization
• Delete confirmation continuously pops up
• Email processing create duplicates
• Calendar Event and Task Reminder Email Displaying Incorrect Time Zone
• Email-body sync getType error
• Impossible to delete Channel data

Release Notes

List of improvements and fixes:

• Recipient names which contain a comma may be perceived as two different recipients
• Oro transport uses User's SMTP instead of the specified Sender Email
• Failed to load email template related to date type
• Error on to add log call activity to not extended entity
• System mailbox folders are not available in the Recent emails sidebar widget
• Unexpected slow login performance
• Date filter on any grid has preselected values after using reset icon
• ACL doesn't work for Export
• Unacceptable CPU and memory usage during email associations job
• Prevent opening minicolors widget on active color item
• Incorrect select control for relation attributes of Workflow transitions
• Call and Task disappeared from the user's Activity list after editing
• Incorrect Contacts displayed for My Emails grid
• Unexpected entities saving and refresh alerts
• Unusable performance for view form of some entities
• Duplication of Guest Customers made for a short period of time prior to Magento synchronization
• Cannot download email relations page error for Outlook plugin
• Fix problem with long website names
• Fix issue with importing guest customer without website

Release Notes

List of improvements and fixes:

• Removed possibility to generate an API key for other users of the system while logged in as a user that should not have permission to perform those actions.
• Fixed attachments of some special types that were not shown in comments
• Added possibility to export and import select fields using labels
• Fixed issue with date filters in reports/segments. Now possibility to use weeks, moths, years, days for date variables in reports and segments has user friendly UI.
• Removed dependency on symfony/icu
• Fixed incorrect validation messages in import dialog
• Added possibility to save set of filters in the grid view
• Fixed issue with processing custom email field on the B2B Customer
• Fixed filter by custom multiselect fields in the grid
• Fixed issue in Magento sync related to invalid XML because of special symbols present in data
• Fixed missing "Update" button in some grid filters
• Fixed issue with user login after upgrade to the 1.9.2 in case when "Orders over time" widget was added to the default dashboard
• Fixed calculation of "Weighted pipeline amount" sub-widget
• ...and more

Release Notes

List of improvements and fixes:

• Fixed performance issues related to Widgets
• Fixed display magento orders in system
• Fixed report on incoming/outgoing Calls
• Added ability to import Tags from CSV
• ...and more

Release Notes

List of improvements and fixed bugs:

• Updated Oro Packagist with secured URL
• Fixed report on incoming/outgoing Calls
• Fixed Magento Sync with data in future
• Fixed "List of Opportunities" widget configuration
• Fixed search for different Sales processes
• Fixed checkboxes for short grids

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

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

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