vtiger blogs » Blog Archive » Progress Update2 with vtiger CRM 5.1

Progress Update2 with vtiger CRM 5.1

July 22nd, 2008 by Asha

We have updated our demo server (http://en.vtiger.com/wip) with the following features:

* Recyclebin [ Recyclebin.pdf ]
* Role-based Custom views [ RolebasedCustomFilters.pdf ]
* Documents module [ DocumentsModule.pdf ]

Check out the demo now (http://en.vtiger.com/wip) and update us with your feedback.

Regards,
Asha
Vtiger Team

45 Responses to “Progress Update2 with vtiger CRM 5.1”

on 22 Jul 2008 at 6:50 am stefano

great features! Especially “Role-based Custom views”!
Thanks!

greetings from Italy
on 22 Jul 2008 at 6:58 am Joe Bordes

Hi,

Sounds really good and these documents informing not only of the new feature but of some of the code changes that have undergone are very useful.

Keep up the good work.

Joe
TSolucio
on 22 Jul 2008 at 7:15 am Slipperyman

I may seem heavy about it, but what about Q/SO History snapshots, I´ve changed prod. qty and price in a quote and nothing reflects it.
Other point is that I think that an Accepted quote shouldn´t be able to edit.
on 22 Jul 2008 at 10:22 am Balduin

I like the new way you document and describe the changes. This is a major improvement and as much imortant as the new features itself.

Keep going this way.
on 22 Jul 2008 at 12:07 pm steve

love the documents addition, just what we need here, looking forward to 5.1, well done vtiger
on 22 Jul 2008 at 12:19 pm fabio

the documents and recycle bin are nice enhancements

I’m happy to see you guys doing a excellent work, you’re heading the right way.

I only ask if you can implement the option that users at low roles can assign tasks to higher roles users with private data on. I consider this very critical.

greetings from brazil
on 22 Jul 2008 at 12:23 pm fabio

also the customview being private is a nice enhancement too!
on 22 Jul 2008 at 1:57 pm hpiili

The documents enhancement is seems very nice feature.

- I would like to see also automatic ID generated for each document. This would enable us to distinguish the different documents better.
- Attaching custom list of values to document object would enable us to classify these documents
- Then if we had mail merge, we could fill the header area of the document with this information

BR, Harri
on 22 Jul 2008 at 2:00 pm hpiili

With mailmerge I of course mean the ability to merge document object attributes to document properties.
on 22 Jul 2008 at 2:33 pm Carlos Estevam

I tested de recyclebin e i guess this is a very important feature added but i would like to see an option to view al entities deleted in one view.
(sorry by my por english)
on 22 Jul 2008 at 11:20 pm Fred

Will 5.1 finally work PostgreSQL?
on 23 Jul 2008 at 1:19 am MTC

I like the documents module. The best thing about it is that it can also link to external files
on 23 Jul 2008 at 1:55 am andyrav

where can we download a working version from?
on 23 Jul 2008 at 2:15 am Asha

Hi All,

Thanks for the feedback. Following is the list of enhancements requested on this blog:-

1. Q/SO History snapshots
2. the option that users at low roles can assign tasks to higher roles users with private data on
3. automatic ID generated for each document. This would enable us to distinguish the different documents better.
4. Attaching custom list of values to document object would enable us to classify these documents
5. Then if we had mail merge, we could fill the header area of the document with this information
6. an option to view al entities deleted in one view.
7. PostgreSQL support

We shall keep this in mind during further product development.

Regards,
Asha
Vtiger Team
on 23 Jul 2008 at 9:40 am luxury furniture

where I can find download for this demo?
on 24 Jul 2008 at 3:00 pm Tony Montan

Another vote for PostgreSQL support!
on 24 Jul 2008 at 8:51 pm Indrayudhi

wow its all nice features

looking forward for 5.1 release
on 25 Jul 2008 at 5:55 am Balduin

In your paper for the new custom filter function you wrote about the current solution:

1. As and when new filters are added, since all of them are accessible for all the users, it becomes hard to
manage the filters and not easily usable.
2. Users cannot have any private custom filters which they would not like other users to view or use it.

This is true. In your new solution you plan to provide the following solution:

Only the user who created the custom filter and the users above this user in the role hierarchy can
view this custom filter.

Here are my comments: It is a teriffic idea to make custom filter private and public. But I do see a problem with your role based approach. As a manager is superior in roles, the manager ends up with seeing all custom filter build by the co-worker. This can be a hugh number of filters and can make the custom view for the manager even harder to manage as it is currently the case.
I think it would be better to make the private filter really private (not role based) or add a settings which allows the manage to enable or disable the private filter lists from its subordinates.
on 25 Jul 2008 at 6:16 am Slipperyman

HI, I´ve been showing 5.1 to my sales team and here´s their feedback:
1_If a product or quote has a specs datasheet attached then it´s nosense to download from the docs library to upload again to send the quote.I.E:If you press send mail with PDF They should be able to select documents From quoted products or at least from the library.
2_Price Books:They need the chance to batch update prices by % or amount. The chance to relate Accounts with price books so they doný have to pick a value for every quoted product.
3_MultiLanguage Descriptions:They quote and sell world wide so the chance to have product descriptions in more than one language would avoid to write it every time a quote is created.
4_Custom Fields reflected in Quotes/SO/INV and the chance to easily create the looks of them.

Hope it helps…..
on 25 Jul 2008 at 6:36 am steven

Hi

Love the new software, but in the Analytics - dashboard the sales by accounts would be much better improved if we could view the top “x” amount of accounts, we have well over 1300 and at the moment the graphs are useless as it tryies to display to much information, the top 10 or 20 accounts by account type would be a great feature
on 26 Jul 2008 at 10:42 am Dani

Great work!

When Custom fields could be related with standard fields?

Regards,
on 28 Jul 2008 at 12:40 am Harbi

Can the Marketing module in 5.1 be able to monitor email marketing responses, including open e-mails, click-throughs,and so one… When doing a marketing campaign!

Thanks
on 28 Jul 2008 at 7:54 am Asha

Hi All,

The source for 5.1 is now updated on the svn 5.1 branch. You can checkout the source from the 5.1 branch (http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1/) and try out the features.

But please make sure that you will not use it for production.
on 29 Jul 2008 at 11:27 am Balduin

Thank you Asha for making this available. We have created, based on the current revision, a German demo at https://vtigercrm510.at.crm-now.de/ and will keep it updated. This will help us to check for new i18n issues arising with the new code.

It seems that you have for the final release much more improvements in mind as you have stated in your list of new features at this blog. I discovered a few of them (still as work in progress) and would say they are nice surprises.
on 29 Jul 2008 at 6:44 pm Scott Brown

Has there been any talk as to a release date for 5.1 yet or an updated road map for the project?
on 29 Jul 2008 at 10:11 pm Asha

Hi Balduin,

Thanks for the German demo setup of 5.1.0. Please update us with any i18n issues that you notice.

Hi Scott Brown,

We will soon update about the release dates. Please bear with us.

Regards,
Asha
Vtiger Team
on 01 Aug 2008 at 2:33 pm twahibell

Could you please add a ticket ID to the helpdesk module in the reports. When generating new reports or editing existing reports, the report ID is not on the list. Also, the search function for helpdesk module still fails when you type Close for the ticket status. This fails only when the first letter of the word ‘Close’ is capital letter. There is a bug already submitted for 5.0.4 for this issue.
I hope 5.1 will address all existing bugs/issues in 5.0.4 and 5.0.3. Other than that, I think vtiger is great open source product and keep up the good work.
on 01 Aug 2008 at 2:43 pm twahibell

Is there an estimated release date for 5.1?
One of the feature that I will really love is adding project module. This feature will really make vtiger compete with salesforce.com and sugarcrm
on 03 Aug 2008 at 6:32 pm genepom

I agree with twahibell. I think what can make vtiger competitive with sugarcrm is to have a PROJECT MODULE and can be customizable up to the layout detail (such as default labels, tabs, etc.)
on 04 Aug 2008 at 10:47 am Valmir

Hi Asha,

Below, link for access the demo area of vtiger CRM 5.1, in Brazilian Portuguese (based on the current revision). Congratulations by the excellent work.

http://www.vtigerbrasil.com.br

Valmir
on 04 Aug 2008 at 10:56 pm Asha

Hi Valmir,

Thanks for the update and your co-operation.

Regards,
Asha
Vtiger Team
on 05 Aug 2008 at 6:01 am Slipperyman

HI, Still missin “the member of” feature on the accounts data. I guess I´d like to see childs, not only parents.
And group sales by parents, etc….
on 05 Aug 2008 at 2:10 pm Nix

just tested the german version.
Almost any record from any module can be linked with notices (now documents), except records from the FAQ aka knowledge base. I think this should be possible too. By this way it is easy to provide further information like manuals, installation instruction and so on to common questions.
on 05 Aug 2008 at 11:51 pm Asha

Hi Slipperyman and Nik,

Thanks for your suggestion. We will surely add these features to our list and try to provide as soon as possible. Please bear with us.

Regards,
Asha
on 08 Aug 2008 at 8:00 am Ankur

Do you have any kind of roadmap, even at some high level, beyond 5.1?

I’d really love to see two features:

1. Auto-escalation rules, to support customer service SLAs.
2. Workflows based on issue types.

Ankur
on 09 Aug 2008 at 3:43 pm hatem moghazi

please i just need ur help
that error that appear for customerportal
-I have changed both the portalconfig and the config.inc to match my settings. I dtill get the “cannot connect to server.
i had that eroor from a week and can’t recover it also i am just new for using vtiger had been using microsoft rms for all ma life but i like vtiger more also one of ma customers moved out to vtiger crm i just wanted to tell ya guyz soon it’ll be da best crm ever also why dun you consider adding service module in it something that handles stuff like service and waranty
on 11 Aug 2008 at 4:39 am Asha

Hi hatem moghazi,

Are you using the same version of VtigerCRM as well as Customerportal? If they are not same version, you may face issues. If you are still facing issue, please try looking into forums where lots of reasons for such issues have been discussed. Let us know if we can help you in any way. If you give us the login details to your server, then we can try out the problem.

Thanks,
Asha
Vtiger Team.
on 11 Aug 2008 at 6:56 am hatem moghazi

thx for ur speeeeedy reply
about the version yes same version and also i had been at the forms last 2 days and i got nothing actually i did everything like changing both the portalconfig and the config.inc also is there any news about something that allow me to control services to be developed later on?:)

NB:
i run vtiger under windows OS
on 11 Aug 2008 at 6:58 am hatem moghazi

about login still i have it on my pc not in real envoment u can log in to my pc using team viewr or any other software like that as i dun have real ip
on 13 Aug 2008 at 1:35 am Cas Blokker

Hi all,

First of all thanks for the good work…

One small question, will you be updating to FCKeditor version 2.6.3 as this will allow us to insert and send HTML emails.

Thanks for your reaction.

Kindest regards, Cas Blokker.
on 13 Aug 2008 at 7:46 am David Stoffel

Hi@All.

Very good work!
What is like with a better ldap support (contacts, auth) and a better webmail client for imap (Folders)?
on 14 Aug 2008 at 8:19 am John Crisp

Just had a play on Balduins 5.1 test site - thanks for making it available

Not sure if putting all the detail on one page for a Campaign is sensible - it might be OK if you accept the default 20 records per page, but not so good if you want more. Have asked in the forums for two buttons, one which we have already for ‘Select all on this page’ and a new ‘Select All’ for all records in that campaign. This would negate the need to increase the records per page when doing a large mailing - it’s a real pain clicking through page after page.

Word Mail merge from Campaigns…. Automatically inserting Potential/Sales totals/ Number sent on Campaign main page.

Better integration of custom fields…….

Great product & love using it. Guess most of the things are just tweaks to make it easier to use, and everyone uses it differently & have differing needs. It can’t be all things to all people. Keep up the great work !
on 02 Sep 2008 at 8:08 pm Edge

There was discussions about fixing a bug which prevents the use of HTML tags in Notes.

Interestingly, I did not see the Notes capability in the 5.1 WIP…

Did I miss something or is the Notes capability going away?
on 03 Sep 2008 at 6:38 pm Asha

Hi Edge,

Notes module has been replaced with Documents module in the latest version. Please let me know if you need more details on this.

Regards,
Asha
Vtiger Team
on 04 Sep 2008 at 1:37 am Nix

Feature request: For the new documents module it would be nice to have subfolders in folders. I suppose that it costs quite an effort to do it, at least one needs some kind of a tree view to browse through the documents.
Just my two cents