Comments on: Progress Update2 with vtiger CRM 5.1 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/ it's a vtiger life! Fri, 05 Dec 2008 03:00:30 +0000 http://wordpress.org/?v=2.1.2 By: stefano http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92737 stefano Tue, 22 Jul 2008 14:50:21 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92737 great features! Especially "Role-based Custom views"! Thanks! greetings from Italy great features! Especially “Role-based Custom views”!
Thanks!

greetings from Italy

]]> By: Joe Bordes http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92738 Joe Bordes Tue, 22 Jul 2008 14:58:55 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92738 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 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

]]> By: Slipperyman http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92740 Slipperyman Tue, 22 Jul 2008 15:15:55 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92740 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. 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.

]]> By: Balduin http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92753 Balduin Tue, 22 Jul 2008 18:22:46 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92753 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. 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.

]]> By: steve http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92792 steve Tue, 22 Jul 2008 20:07:55 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92792 love the documents addition, just what we need here, looking forward to 5.1, well done vtiger love the documents addition, just what we need here, looking forward to 5.1, well done vtiger

]]> By: fabio http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92793 fabio Tue, 22 Jul 2008 20:19:37 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92793 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 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

]]> By: fabio http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92794 fabio Tue, 22 Jul 2008 20:23:09 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92794 also the customview being private is a nice enhancement too! also the customview being private is a nice enhancement too!

]]> By: hpiili http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92799 hpiili Tue, 22 Jul 2008 21:57:09 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92799 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 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

]]> By: hpiili http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92800 hpiili Tue, 22 Jul 2008 22:00:17 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92800 With mailmerge I of course mean the ability to merge document object attributes to document properties. With mailmerge I of course mean the ability to merge document object attributes to document properties.

]]> By: Carlos Estevam http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92804 Carlos Estevam Tue, 22 Jul 2008 22:33:37 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92804 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) 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)

]]> By: Fred http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92855 Fred Wed, 23 Jul 2008 07:20:42 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92855 Will 5.1 finally work PostgreSQL? Will 5.1 finally work PostgreSQL?

]]> By: MTC http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92872 MTC Wed, 23 Jul 2008 09:19:35 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92872 I like the documents module. The best thing about it is that it can also link to external files :-) I like the documents module. The best thing about it is that it can also link to external files :-)

]]> By: andyrav http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92878 andyrav Wed, 23 Jul 2008 09:55:09 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92878 where can we download a working version from? where can we download a working version from?

]]> By: Asha http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92879 Asha Wed, 23 Jul 2008 10:15:10 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92879 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 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

]]> By: luxury furniture http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92912 luxury furniture Wed, 23 Jul 2008 17:40:29 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-92912 where I can find download for this demo? where I can find download for this demo?

]]> By: Tony Montan http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93001 Tony Montan Thu, 24 Jul 2008 23:00:03 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93001 Another vote for PostgreSQL support! Another vote for PostgreSQL support!

]]> By: Indrayudhi http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93028 Indrayudhi Fri, 25 Jul 2008 04:51:08 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93028 wow its all nice features looking forward for 5.1 release wow its all nice features

looking forward for 5.1 release

]]> By: Balduin http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93075 Balduin Fri, 25 Jul 2008 13:55:44 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93075 In your paper for the new custom filter function you wrote about the current solution: <blockquote>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.</blockquote> This is true. In your new solution you plan to provide the following solution: <blockquote>Only the user who created the custom filter and the users above this user in the role hierarchy can view this custom filter.</blockquote> 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. 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.

]]> By: Slipperyman http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93080 Slipperyman Fri, 25 Jul 2008 14:16:10 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93080 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..... 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…..

]]> By: steven http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93082 steven Fri, 25 Jul 2008 14:36:03 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93082 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 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

]]> By: Dani http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93230 Dani Sat, 26 Jul 2008 18:42:54 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93230 Great work! When Custom fields could be related with standard fields? Regards, Great work!

When Custom fields could be related with standard fields?

Regards,

]]> By: Harbi http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93470 Harbi Mon, 28 Jul 2008 08:40:28 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93470 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 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

]]> By: Asha http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93503 Asha Mon, 28 Jul 2008 15:54:27 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93503 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. <strong> But please make sure that you will not use it for production.</strong> 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.

]]> By: Balduin http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93632 Balduin Tue, 29 Jul 2008 19:27:27 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93632 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. 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.

]]> By: Scott Brown http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93674 Scott Brown Wed, 30 Jul 2008 02:44:18 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93674 Has there been any talk as to a release date for 5.1 yet or an updated road map for the project? Has there been any talk as to a release date for 5.1 yet or an updated road map for the project?

]]> By: Asha http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93687 Asha Wed, 30 Jul 2008 06:11:54 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93687 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 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

]]> By: twahibell http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93936 twahibell Fri, 01 Aug 2008 22:33:40 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93936 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. 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.

]]> By: twahibell http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93938 twahibell Fri, 01 Aug 2008 22:43:50 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-93938 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 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

]]> By: genepom http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94301 genepom Mon, 04 Aug 2008 02:32:37 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94301 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.) 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.)

]]> By: Valmir http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94419 Valmir Mon, 04 Aug 2008 18:47:29 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94419 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. <a href="http://www.vtigerbrasil.com.br" rel="nofollow">http://www.vtigerbrasil.com.br</a> 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

]]> By: Asha http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94492 Asha Tue, 05 Aug 2008 06:56:11 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94492 Hi Valmir, Thanks for the update and your co-operation. Regards, Asha Vtiger Team Hi Valmir,

Thanks for the update and your co-operation.

Regards,
Asha
Vtiger Team

]]> By: Slipperyman http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94528 Slipperyman Tue, 05 Aug 2008 14:01:15 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94528 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.... 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….

]]> By: Nix http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94561 Nix Tue, 05 Aug 2008 22:10:22 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94561 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. 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.

]]> By: Asha http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94621 Asha Wed, 06 Aug 2008 07:51:04 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94621 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 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

]]> By: Ankur http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94865 Ankur Fri, 08 Aug 2008 16:00:31 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94865 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 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

]]> By: hatem moghazi http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94979 hatem moghazi Sat, 09 Aug 2008 23:43:26 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-94979 please i just need ur help :D 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 please i just need ur help :D
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

]]> By: Asha http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-95229 Asha Mon, 11 Aug 2008 12:39:03 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-95229 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. 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.

]]> By: hatem moghazi http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-95240 hatem moghazi Mon, 11 Aug 2008 14:56:21 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-95240 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 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

]]> By: hatem moghazi http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-95241 hatem moghazi Mon, 11 Aug 2008 14:58:18 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-95241 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 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

]]> By: Cas Blokker http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-95423 Cas Blokker Wed, 13 Aug 2008 09:35:57 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-95423 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. 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.

]]> By: David Stoffel http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-95465 David Stoffel Wed, 13 Aug 2008 15:46:34 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-95465 Hi@All. Very good work! ;) What is like with a better ldap support (contacts, auth) and a better webmail client for imap (Folders)? Hi@All.

Very good work! ;)
What is like with a better ldap support (contacts, auth) and a better webmail client for imap (Folders)?

]]> By: John Crisp http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-95612 John Crisp Thu, 14 Aug 2008 16:19:11 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-95612 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 ! 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 !

]]> By: Edge http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-97744 Edge Wed, 03 Sep 2008 04:08:10 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-97744 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? 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?

]]> By: Asha http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-97814 Asha Thu, 04 Sep 2008 02:38:25 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-97814 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 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

]]> By: Nix http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-97848 Nix Thu, 04 Sep 2008 09:37:05 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-97848 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 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

]]> By: Tim http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-98687 Tim Thu, 18 Sep 2008 19:16:16 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-98687 I have been following the trac.vtiger.com web site for the 5.1 release. It seems like there has been no progress on this for over 4 months. No open tickets have been closed. Is there really some/any progress? I have been following the trac.vtiger.com web site for the 5.1 release. It seems like there has been no progress on this for over 4 months. No open tickets have been closed. Is there really some/any progress?

]]> By: Asha http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-98708 Asha Fri, 19 Sep 2008 07:15:02 +0000 http://www.vtiger.com/blogs/2008/07/22/progress-update2-with-vtiger-crm-51/#comment-98708 Hi Tim, We'll update you about the progress soon. We do not commit the source on 5.1 branch, unless until it is tested. That is why you see a delay and then a set of commits together. Regards, Asha Vtiger Team Hi Tim,

We’ll update you about the progress soon. We do not commit the source on 5.1 branch, unless until it is tested. That is why you see a delay and then a set of commits together.

Regards,
Asha
Vtiger Team

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