vtiger blogs » Blog Archive » When will 5.1 version be released?

When will 5.1 version be released?

October 3rd, 2008 by svk

It has been a few weeks since we last posted about the 5.1 progress. Today, we updated our demo site with the latest development build (more details below). In the last few weeks, we had to slow down on 5.1 because of some customer commitments. On the bright side, that means we have more enhancements coming into 5.1!

First a Thank you Note:

Today’s update includes some key contributions from our new partner in UK, On Tap Networks. I would like to thank Dan Garner and the team at On Tap for their efforts in ensuring a seamless integration. Features 1-3 below came from OnTap. I especially like the Layout Editor!

New features:-
1. Layout Editor [Layout Editor.pdf]
2. Option to Re-arrange the products in Quotes/Invoices/Sales Orders [Inventory.pdf]
3. Previous and Next buttons for ease of navigation [Navigation.pdf]
4. Customer portal enhancements [Portal.pdf]

Other features added in previous updates of 5.1:-

* Recyclebin [ Recyclebin.pdf ]
* Role-based Custom views [ RolebasedCustomFilters.pdf ]
* Documents module [ DocumentsModule.pdf ]
* Popup Reminder for Calendar Events [popupreminder.pdf]
* Multi Currency Support [multicurrency.pdf]
* Duplicate Records Handling [DuplicatesMerging.pdf]
* User Configurable ID for SO/PO/Quotes [UserConfigurableInventoryIds.pdf]
* Custom fields in Email templates [CustomFieldsInEmailTemplates.pdf]
* Local Backup Feature [localbackup.pdf]
* ‘Assign to Group’ option during Convert Lead
* Sending mail to Vendors (Similar to Accounts/Contacts/Users)
* Mailing Quote, SO, PO PDF directly similar to Invoice PDF
* Create Product through Quick Create
* Calendar Events filter based on Users

5.1 dev build demo:

Important Note: Following is an intermediate development build of vtiger CRM. So, please do not use it in production. We are making it available only for community feedback.
5.1 Demo : http://en.vtiger.com/wip
5.1 Customer portal Demo: http://en.vtiger.com/wip/customerportal
5.1 Source available at: http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1/

What’s next?

We still have a few weeks of development work in 5.1 including on Asterisk integration, web services API, mobile client, ..etc. After that, we will freeze the code and continue validation for a couple of months. So, while we are not at a point where we can provide a date for the final release, we are definitely making progress towards that!

Please try out the demo and let us know what you think.

69 Responses to “When will 5.1 version be released?”

on 03 Oct 2008 at 1:42 pm luxury furniture

thats fantastic! but there are some people testing it? where could go people tostest it direcly and not only on demo server?
on 04 Oct 2008 at 1:24 am Asha

Hi,

There are two ways you can test the build:

1. Try it out directly on demo server.
2. Checkout the source from SVN and setup on your local server for testing.

Note: Please make sure you do not use it for production.
on 04 Oct 2008 at 3:45 am Sean

Interested to learn more about your planned Asterisk integraton.

Any suggestions on how to include AppDev into the process automation lifecycle? Service is one area for sure, but we might like to see AppDev broken out into its own area.
on 04 Oct 2008 at 8:47 am sdel_nevo

it looks great, love it, just what does the jump button do on the invoice page, i get an error message pop up when i press it
on 04 Oct 2008 at 9:59 am Carlo Beschi

Hi,

this, together with the vtlib progress, are marvellous news.

I’m gonna change my signature on the forums. I want to be a Vtiger Evangelist :-)))

Carloz
on 04 Oct 2008 at 10:42 pm Bill Chen

This is exactly what I was looking for.
Would highly recommend this product to anyone who wishes to manage CR, whether sales or tasks, this product covers it all.
Well done and keep up the good work.
on 05 Oct 2008 at 7:15 am luxury furniture

I checked the demo 5.1, specially about “Mailing Quote, SO, PO PDF directly similar to Invoice PDF” and I founded some parts that for sure could be better:
1) The email go with sender name “Administrator” and from point of view of branding and of the custom message don’t look to be the best, (I searched in settings section, but I don’t have founded where change this sender name)
2) Anytime I send a pdf attached he ask me where to send it (which accounts, contacts or leads), but to me look normal that in more of 99% of cases the quotation or invoice be default need to go to the reality for who it is being done, so it look not useful to ask to who send these, when instead i loose time and I risk to do mistakes by hand..
3) When asking to who send email, in the list of leads, contacts and accounts there are in demo and there could be in real many of them without email, so why a show them without email if i can’t add email and they are unuseuful to send email? I think it will be better to filter them leads, contacts and accounts, for these that only have email.
on 05 Oct 2008 at 11:14 pm Asha

Hi luxury furniture,

Thanks for your valuable suggestions. We’ll surely keep them on the list.
on 05 Oct 2008 at 11:31 pm stefano

I’m really interested in the new Portal version.
It’s possible to hide some new blocks?

For example, I don’t use vTiger for the invoices. I wouldn’t my customers see that page.

Thanks
on 06 Oct 2008 at 12:17 am Asha

Hi All,

We have fixed the issue with JUMP button on the wip demo server. Please refer to the document for ‘Previous and Next buttons for ease of navigation’ to know what JUMP button does and try it out on the demo server for more clarification.

Regards,
Asha
Vtiger Team
on 07 Oct 2008 at 12:13 am matteo raggi

I would like to connect my website to customer portal, in this way any client, or potential client can find him quotes and invoices, in comfortable way online on him control panel, but here born to me a dubt about the project of vtiger, maybe I missed something, beacause at the end I found these problems:
1) I receive dozens of ask for quotation any day trough webforms, and in this way i create an account, because only to accounts I can do quotation, and in this way I work more quickly, and I’m using this trick with all: private people and companies
2) to use Customr Portal instead I’m obligated to connect it to the contacts of vtiger, and i can’t use accounts, obligating me to copy the same data by hand or automatically, from accounts to contacts, creating a double list of the same people-companies, to can use customer portal

At the end, I’m wrong in something to project my vtiger to send quotations and invoices, or on vtiger 5.1 someone can get it more elastic-easy to use?

why was created these limitations on vtiger?
on 07 Oct 2008 at 12:19 am stefano

@matteo raggi

I agree with you. I can’t understand why accounts cannot connect to customer portal.
on 07 Oct 2008 at 2:26 am sdel_nevo

Hi All

love the new Vtiger, in the customer portal what does the document tab do? it just produces this error at the moment

Fatal error: Cannot use string offset as an array in /home/vtiger/demo/en/wip/customerportal/include/utils/utils.php on line 68

is this used for documents relating to the account or for documents about the products the account has purchased?

steve
on 07 Oct 2008 at 2:46 pm Ysumatta

Hello all,
That version sounds good

I’ve find a bug in the module : Custom Field Settings
it’s note possible to create à Custom Field in the contact module. even in the demo.

i’s not a probleme of right.

Good Luck bugs hunters
on 07 Oct 2008 at 10:44 pm Asha

Hi Matteo and Stefano,

Out customerportal enhancement is still not complete. The actual feature we are aiming for is to show all the Trouble tickets/Products/Quotes/Invoice/Documents etc, that are related to either the Account or any Contact of that Account to which the logged in Contact belongs to. I think this should solve your problem of accessing the data related to the Account and not to any specific Contact.

Hi Steve,

We have noticed this issue with Documents module. We will be resolving it soon.

For both the above items, please wait for our next wip update which should resolve both of these issues.

Regards,
Asha
Vtiger Team
on 08 Oct 2008 at 1:25 am art

Hi

It would be nice if any improvements in email module were made. For example, main page I would recommend to do like zenbe.com or gmail.com do with fast opening message in new window and go back (ajax). Do you have any steps in this direction?

If vtiger has the same feature it could replace gmail at all.

art
on 08 Oct 2008 at 2:59 am matteo raggi

If I add a product into account, this then don’t go into quotes,
so I don’t understand for what this action to add a product into account could be useful..
When i just add products into quotes..
on 08 Oct 2008 at 9:33 am lavoro hotel

it is normal that in demo of 5.1 login and password in template email are not encoded ? they appear in this way in my gmail account:
Dear $contact_name$,

User ID : $login_name$
Password: $password$
$URL$
on 09 Oct 2008 at 1:07 am Balduin

How do you want us to report bugs related to these enhancements? I would suggest you add a new version “5.1.0 val” to the bug tracker.
on 09 Oct 2008 at 1:38 am Carlo Beschi

i second balduin suggestion.

i think that in addition to the bug tracker version a dedicated subforum (or at very least a well visible thread) could be a wise option, since i know of some users/tester willing to help but feeling much more comfortable while posting on the forum than dealing with a trac account

carlo
on 09 Oct 2008 at 1:40 am Asha

Hi Ysumatta,

This issue is now fixed on the demo server. Let me know if you are still facing the same issue.

Regards,
Asha
Vtiger Team
on 09 Oct 2008 at 1:43 am Asha

Hi lavoro hotel,

When exactly are you getting this mail? Is this when you add a user to the CRM or when you make a Contact as portal user?

Regards,
Asha
Vtiger Team
on 09 Oct 2008 at 1:47 am Asha

Hi Baludin and Carlo Beschi,

I respect your suggestions. I understand the requirement for a common place to report the issues. But we are still in development phase and we will have wip updates continuously for next few weeks. Along with feature integration, we are also fixing the issues parallely.

Give us a 2-3 weeks of time to tag the branch for initial validation. After that it would be easy for you to report issues and for us to track them.

Let me know if you have any concerns with this.

Regards,
Asha
Vtiger Team
on 09 Oct 2008 at 7:26 am lavoro hotel

these wrong coded dynamic data appear sending the template of login bu email, from webmail system:
Dear $contact_name$,
User ID : $login_name$
Password: $password$
$URL$
on 09 Oct 2008 at 9:51 am sdel_nevo

Hi

would love the ability to add attachments to FAQ’S, any chance of this being implemented?

steve
on 09 Oct 2008 at 11:03 pm Rami

How to report bugs in 5.1?
on 10 Oct 2008 at 6:41 am Alex

Hi,

Congratulations on the great enhancements in the Customer Portal.

In many industries (including financial advisory and investments) it is beneficial to allow customers to update certain fields of their contact and account details via a customer portal.

Do you plan to add a possibility for the contacts to update their details on their own, via the customer portal?

Thank you,
Alex
on 10 Oct 2008 at 7:51 am steve

i Agree, giving the contact or account the ability to update contact information, and billing address details would be a fantastic addition

Steve
on 10 Oct 2008 at 12:24 pm slipperyman

Quotes/Sales Orders snapshots on any kind of edit is a must still missing.
Accepted quotes shouldn´t be editables, even less if theres a SO / invoice related.
on 11 Oct 2008 at 12:47 am Jonathan

Hello everyone,

I tried to use vtiger 5.1 and portal customers.
The new portal and vtiger 5.1 are fantastic!
I have noticed that there are errors mainly ideological.
1 - The portal is running customers access to contact, but in reality would be more access opprtuno run at farm level (Account). This is because often in a company, many contacts have identical needs. You should also take into account that the section on the portal bills devrebbe be invisible to some accounts because they do not all have to see it. The password may be in the account and no contact since it is useless to me to have many needs the same password for the company. Last suggestion on: passwords should be decided by and not sent out because, for example, in my case, customers do not take into account the email or delete and then I do not know how to make them more access to the portal; I could also decide if the password, use a password that can connect to other subscribers or their access (login - password) other services on their web

2 - should be implemented a version of TTimecards, because many are using it and it is time that this feature was added to all

Regards

Jonathan
Italiano

PS: Excuse me for my bad english
on 11 Oct 2008 at 4:35 am luxury furniture

I see that in quotes, orders and invoices, is showed the product code, but then in products edit page, it is called Part number, and not for all users this is easy to understand, why not use the same name in both, web and pdf view?
on 12 Oct 2008 at 12:58 am Anton

Just looked over the 5.1 and noticed that the same way of the list view is still there. It could be considered as a BUG.

Just open a list of accounts:

1. When you see an account with a long name - it’s string truncated somewhere in the middle of the available area - leaving a lot of space unused.

2. additionally - if you enter name of account on the different language - my case is RUSSIAN - it’s incorrectly truncated - leaving improper character at the end of the string.

this should be very easy to fix.
on 12 Oct 2008 at 3:46 pm Jonathan

hello world

I use vtiger 5.04 for several months and I have added many fields within the various modules. In the new version of vtiger 5.1 fields can be incorporated into new blocks and this is a beautiful thing. But I would like to know if at the time of my areas where these will be included? I hope that because I do not go all in a single block. I noticed that you can not move from one field to another block in the single module. This in my opinion, aandrebbe added because if I wanted to put a block under the “account information” and then want to move in “account address” this is not possible.

Jonathan
on 12 Oct 2008 at 4:21 pm Helms

Question: Will the new customer portal work with vtiger 5.0.4? If so how do I download it and are the install instructions the same as the current version?

I like the new features of the customer portal. It provides a bit more value added service for the client.

thanks for your response and looking forward to using the new version asap, great work,

Helms

p.s. someone create some more themes please, i’m trying to…
on 12 Oct 2008 at 10:21 pm Asha

Hi Jonathan,

Initially when you will migrate from 5.0.4 to 5.1.0, all your fields will be in the same block where you have added them.

But with the new feature we have provided, you can create new blocks and also can moved the fields across blocks.

I am not sure what are you looking for. Hope what I said is what you are aiming for. Let me know if you requirement is different.

Regards,
Asha
Vtiger Team
on 12 Oct 2008 at 10:23 pm Asha

Hi Helms,

The new version of customerportal will not work with 5.0.4. It will be compatible only with 5.1.0. The instructions for installation will still remain the same. Please wait till the release to use the new version of customer portal.
on 13 Oct 2008 at 9:37 am steve

Hi

it would be great if you could update the web forms so that the lead form also contains the address details, i have been trying to code this myself with out any luck.

steve
on 13 Oct 2008 at 10:18 am j Young

Some things I’d like to see added to the customerportal would be an acl list not everyone logging in the portal should have read and write access. A simple aACL for the primary of the account would be perfect.

A primary person on the account who can be the acl owner defaulted to the first person listed (created?) in an account.

—
Other enhancements:
An interface to the language document via the settings tab. That would allow a non dev person to customize certain terms to the business they are in. for instance renaming sales orders to service orders. Or Updation to update.
on 14 Oct 2008 at 9:42 am steve

would it be possible to make the removal of products from the customer portal easier, it would be kind of cool to have an option on each product page that said something like “Allow on cutomer portal”.

we only have 3 products that we want visible to our customers, from over the 300 that we have in the database, at present we have to code the CP to show no products at all.

this would be a fantastic feature for your new version.

steve
on 14 Oct 2008 at 11:52 am matteo raggi

I hope in vtiger 5.1 will be the possibility to change the login session timeout, it is very little and often people receive a phone call of some minutes and when come back on vtiger if not save data loose all:
http://forums.vtiger.com/viewtopic.php?p=71857#71857
on 14 Oct 2008 at 12:46 pm art

Anton

беда в том, что разрабы и не чешутся исправлять кучу досадных багов (qualify в почте, проблема со всеми языками, кроме англ. и т.д. - а где же заявленный utf-8?). И не понятно, почему.
on 15 Oct 2008 at 4:21 am Balduin

We updated our 5.1 demo to the latest SVN rev. (12125) and spent some time to update the German language files also. It seems that there are many i18n issues left with the new functions, see https://vtigercrm510.at.crm-now.de/
on 15 Oct 2008 at 5:00 am Asha

Hi Frank,

Thanks for validating i18n support with Vtiger. Would be great if you can list out some of the places wherein you noticed the language breakages.

Regards,
Asha
Vtiger Team
on 15 Oct 2008 at 5:11 am Balduin

Asha, a special section at the bug tracker would be nice I go with your previouse postings and will wait until you have tagged the branch for initial validation. This will allow to track the issues more systematically.
on 15 Oct 2008 at 5:43 am Asha

Hi Frank,

Thanks for the support. We shall soon create a version on trac for 5.1.0 validation issues.

Regards,
Asha
Vtiger Team
on 15 Oct 2008 at 6:02 am Carlo Beschi

Hi,

just to inform that we too have a 5.1.0 demo online, and we keep it updated to latest svn.

It’s here:
http://www.vtigersolutions.com/demo-510/

It comes with italian localization - currently a 5.0.4 language pack with a few adds, but we’re working on completing it these days.

Carlo
on 15 Oct 2008 at 2:52 pm twahibell

vtiger is great and it will realy sweep sugarcrm if it has a project module like sugarcrm.
on 16 Oct 2008 at 5:25 am Prasad

Hi All,

Thanks for the valuable feedback…keep us updated going forward.

Regards,
Prasad
vtiger Team
on 16 Oct 2008 at 7:46 am steve

know that vtiger 5.1 is in beta at the moment, but i think i have found a
potensionally big security issue with the system in the customer portal.

if you log into the c/p the address bar is not encrypted and shows the account id ain the url, changing the id number gives you access to other account holders, this would allow any customer to view any other customers details.

i hope this is wrong would somebody else please check my findings as this you render the application useless to us in the uk

steve
on 16 Oct 2008 at 10:34 am Asha

Hi Steve,

Thanks for reporting the issue. Our team as already addressed this and will be available in our next wip update.

Regards,
Asha
Vtiger Team
on 17 Oct 2008 at 5:43 am steve

thanks thats great news
on 17 Oct 2008 at 6:05 am Balduin

I noticed that you start to provide Zend/json and webservices with this release. Could you give us an overview of your intensions? What is your goal by providing these extensions.
on 17 Oct 2008 at 7:25 am Prasad

Hi Balduin,

Zend JSON library was added for providing webservice feature to vtiger CRM.

We will soon update community of new features and update wip demo server. Please give us sometime

Regards,
Prasad
vtiger Team
on 17 Oct 2008 at 7:36 am Phillip Crum

Update on 5.1 release?

What’s the latest thoughts?

A week?
A month?
Two months??
on 17 Oct 2008 at 8:43 am Prasad

Hi Phillip Crum,

No firm release dates are planned yet. There are many more features in queue to be developed and integrated.

We will keep all of you posted on the progress, please be patient.

Regards,
Prasad
vtiger Team
on 18 Oct 2008 at 7:23 pm Jonathan

Hello everyone,

for some months is that I am using vtiger (crm version village), and some questions have to do in this active community. Smile
I state that I found difficult to use coarse enough for a program crm, especially at that point, but I tried to manage the conceptual differences and limitations with alternative “management”.

- A flaw is found it impossible to link the custom fields between the various modules, so that, for example the “subscription type” equal to or on, contacts in business and orders. Obviously if you put hand to the code, the change would be possible, but this would involve a lot of time and testing and the loss of changes when you update version …. right?

- Another shortcoming is the inability to be able to connect someone to more companies. This is handy in case of plurimandatari or personal representatives of a company but at the same time also a partner or employee of another.

- Then you ask to explain what the “State” in the Contact form. I do not understand what its purpose, and I probably would be useful to use.

- The types of custom fields would also be handy to have a “container” where it would be possible to include multimedia objects such as photos, videos or songs. It would be convenient to have an image of the company, for example, or video-related product (the maximum would be a video in flash).

- The creation of new forms in my opinion should be easier, without putting their hands to the code, Salesforce allows it to do already three years with a convenient wizard is fantastic.

These points do not want to be the controversy, but I would encourage programmers to improve software that already worth much and will continue to use because we believe very much.

Regards

Jonathan
on 18 Oct 2008 at 8:10 pm mike

What about the reports? Any updates on whether or not the user can choose which modules to connect for custom report generation? I would like to see a report option that allows products and invoices to be related, that way monthly revenue by invoice and product type can be summarized.

Thanks for all your hard work. Vtiger is may favorite CRM solution.

-Mike
on 19 Oct 2008 at 12:18 pm art

Please don’t forget to fix these bugs:

1. Real UTF-8 support in the mail
2. ‘Qualify’ button must find corresponding contact, do not create the new one
3. Any customization tools for pdf invoices. Really cool feature, but must be improved. At least, it must be simple possibility to remove 2d page from invoice and make output of company logo with better quality (if it could be embedded vector graphic file it would be the best)
on 21 Oct 2008 at 10:43 pm Asha

Hi All,

We have created a version called 5.1.0-wip on trac. You can now report issues on trac (http://trac.vtiger.com) that you notice on wip demo server, with following important settings:

1. Version - 5.1.0-wip
2. Milestone - 5.1.0

This will help us resolve issues you notice on wip and fix them before validation.

Regards,
Asha
Vtiger Team
on 27 Oct 2008 at 7:00 am th3d

Hello!

First of all: great software, solving real world problems and 5.1 has so much really cool features.

It is possible for you to tell when approximately will production code will be ready? January or May
on 27 Oct 2008 at 7:13 pm billdeng

Hi Guys,

I have tested the demo, especially the multiple currency function. Actually it’s great! I almost cannot help to wait for the final release!

I have another concern, at present, I use 5.03. can I upgrade to 5.1 smoothly? I have not upgrade to 5.04 because I think the difference is not much.

Thank you.

Bill
on 28 Oct 2008 at 1:52 am Balduin

billdeng,

in the past we migrated a couple hundred vtiger systems from one version to another. From experience I can tell you that it is not a good idea to skip a version and to upgrade from 5.0.3 to 5.1. even if vtiger would offer such an option. Such option was offered in the past but I do not know whether this will be the case with v5.1. You will have significantly less trouble if you now upgrade to 5.0.4 and later to 5.1.

My advise does not mean that such a migration as offered from vtiger is faulty. On the contrary, in most cases the migration works well. However, your vtiger system may have conditions which are not covered by the code and which could produce some errors to get repaired manually.
on 28 Oct 2008 at 2:59 am luxury furniture

simplescripts.com have added vtiger in him scripts, installing and upgrading vtiger automatically, this is a great news!
http://www.simplescripts.com/script_list
it mean that many internet provider will offer this service for free, i know only bluehost.com for now, and this is super, i’m using it too
on 28 Oct 2008 at 12:31 pm subro

Will 5.1 intergrate with Office/Outlook 2007
on 29 Oct 2008 at 6:56 am Sreenivas Kanumuru

@Subro: vtiger 5.0.4 office and outlook plugins work with Office 2007, and will continue to do so with 5.1
on 05 Nov 2008 at 6:34 am Shaillender

Hi

Outlook plugin does not work with 2007. I tried it but to no avail (when teh CRM is hosted on the internet)

However, the same addin worked when the vtger was installed on localhost.

Where is teh problem? Now it says, “your outlook plugin is not compatible with your vtiger version”

i am using 5.0.4 Stable release
on 19 Nov 2008 at 5:12 am Gyana

Hi,

wanted to know when will version 5.1 released
becoz we need WSDL(web service) for vTiger CRM enity or any hint that can we created webservice for vTiger
as I am very new to PHP and in current version 5.0.4 there is not any webservice for vTiger CRM entity

Help soon

Thanks in advance
on 19 Nov 2008 at 8:03 am Mak

Hi Gyana,

5.1 expected to be released towards the end of Q1 of 2009, mean while you can start consuming the webservice api.
on 03 Dec 2008 at 10:08 am Junior

Hello! it was not for October the version 5.1? we are twisting so that they still throw in December. Hugs.

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