vtiger blogs » Blog Archive » vtiger CRM 5.1 WIP Update (Last)

vtiger CRM 5.1 WIP Update (Last) - Support for Service based businesses

January 20th, 2009 by mak

We are reaching the end of the development phase for 5.1. Today, we have released our last WIP (work in progress) update with some important feature enhancements including the support for Service based businesses.

Services Model Support[Services Model.pdf]

5.1 includes the following features to enables businesses sell services and track service contracts.

Inventory support for Non-stock items/Services
Service contracts to let users track the progress, duration and work items of a service.

More new features in 5.1:

1. Layout Editor[Layout Editor.pdf]

Completely revamped and re-structured to allow admin to to add custom fields,delete custom fields,move fields from one block to another block,rearrange fields as well as related list in more information of modules. This also provides support for B2C model by enabling the option to set Account as non-mandatory field.

2. Vtiger Gmail Bookmarklet[Gmail Bookmarklet.pdf]

Provides basic integration with Gmail where-in mails from a gmail account can be added into vtiger.

3. Email Status Tracking[Email Status Tracking.pdf]

Added basic email tracking capability to vtiger, where-in all the emails sent out from vtiger will be tracked for information like, access count.

4. Reports module re-written[Reports Changes.pdf]

Reports are made generic as we can generate reports for newly added modules, now reports respect security settings. A user can set a report as public, private or share it among his groups or user’s role and subordinate users.

5. Tooltip Manager for ListView[Tooltip Manager.pdf]

Tooltip manager is an utility provided inside vtiger that gives you the ability to view detailed information about a record when you hover over it in the listview. Using tooltip manager, you can relate a field to multiple fields within a module and see them all in a tooltip (ballooned text), when you hover over that field. This means lesser trips to detailview and access to more data within the listview.

6. Account Hierarchy[Account Hierarchy.pdf]

Let’s you view the one-level higher up hierarchy and the complete lower level hierarchy through a Tree Structure.

7. Calendar Custom fields[Calendar Custom Fields.pdf]

This feature provides an UI to add user defined fields (custom fields) to calendar module.

8. Picklist Editor Revamped[Picklist Editor.pdf]

Picklist editor’s UI is revamped and global actions like add, edit and delete are added. An assign action is provided where admin can specify the picklist values for selected role(s).

9. Notebook

Vtiger Notebook is a nifty utility provided inside vtiger that gives you the ability to save little notes without requiring to create a record. You just click on the notebook, type in your content and click outside it; you are done. Your notes are saved in the notebook.

Enhanced Features:

1. Changes to Installation Process[Installation changes.pdf]

The installation process has been revamped and simplified. Its possible to migrate to 5.1 from the installation wizard.

2. Documents enhanced[ DocumentsModule.pdf ]

In Documents modules users can group the related Documents and place them under a folder,the empty folder will be hidden from the view.

3. Product bundles[ProductBundles.pdf]

Product bundles now support n to n relationships where a product can be part of multiple-product bundles and product bundles can have multiple sub products. Inventory modules list sub-products of a product bundle and update the product quantity of all the sub-products and the bundle.

4. Eventing API

Events handlers can be bound to a module, this is useful when creating a custom module to keep track of event handlers created for that particular module.

Other Updates:

1. Duplicates merge revamped
2. Themes revamped
3. Settings page links moved to database
4. Vtlib upgraded to 2.1

Other features added in previous updates of 5.1:

Workflow Module [Workflow Module.pdf].

Asterisk Integration [Asterisk Integration].

Unique ID generation for all modules (similar to Invoice No) [Unique Module Numbering.pdf].

Record Change Indicator [Record Change Indicator].

Feedback and News link for Administrators.

Product Bundles [ProductBundles.pdf]

Mass Edit [MassEdit.pdf]

Mail Scanner [MailScanner.pdf]

Recurring Invoice [RecurringInvoice.pdf]

Faq attachments [FaqAttachments.pdf]

Customer portal enhancements [CustomerPortalEnhancements.pdf]

Web Services API [Webservices.pdf]

Eventing API [Eventing.pdf]

Import Feature Enhancement [ImportEnhancements.pdf]

Configure Calendar Events [CustomEvents.pdf]

Layout Editor [LayoutEditor.pdf]

Option to Re-arrange the products in Quotes/Invoices/Sales Orders [Inventory.pdf]

Previous and Next buttons for ease of navigation [Navigation.pdf]

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

Next Step: 5.1 Validation Build 1

In two weeks time, we plan to release the first Validation Build. It will signal the end of the development phase (i.e.,no new features development) and start of test and bug fixing phase.

Please try out the new features, and provide your feedback.

Demo Url : http://en.vtiger.com/wip
Customer portal Demo: http://en.vtiger.com/wip/customerportal
Source : http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1

NOTE: Please give write permission to following folders while doing installation or migration, modules, cron/modules, Smarty/templates/modules, backup/ all given paths are relative to the vtiger root directory.

Note: Please do not use this source on Production server.

104 Responses to “vtiger CRM 5.1 WIP Update (Last) - Support for Service based businesses”

on 20 Jan 2009 at 11:47 am luxury furniture

Super nice! So at the end, to use a webform addign ask for quotations or accounts or contacts or leas to my vtiger 5.1 I’ll use again webforms, webservices api or what?
on 20 Jan 2009 at 1:27 pm Mitch

The PDF for “3. Email Status Tracking” [Email Status Tracking.pdf] is corrupt - it is only 2kB in size and is empty. Please check.

Thanks.
on 20 Jan 2009 at 1:55 pm nikos

The PDF for “3. Email Status Tracking” [Email Status Tracking.pdf] has a wrong link:
http://http//www.vtiger.com/archives/validation/5.1/2009.01/VtigerCRM_5.1.0_Email_Status_Tracking.pdf

should be:

http://www.vtiger.com/archives/validation/5.1/2009.01/VtigerCRM_5.1.0_Email_Status_Tracking.pdf
on 20 Jan 2009 at 1:58 pm Robert

Dear vtiger team,

You guys are doing a great job. Just wanted to let you know that I tested the new wip on a couple Macs and there seems to be an issue with Firefox 3. The widgets on the frontpage are all in one line and can’t be rearranged.
Other than that it’s a fabulous update!

All the best,

Robert
on 20 Jan 2009 at 3:33 pm Tom

Hi vtiger-team,

Yes yes yes: “…This also provides support for B2C model by enabling the option to set Account as non-mandatory field…” GREAT, waiting for that soooo long!
But that only works if invoices can be added to contacts, too (not only accounts, as it is now)

I want to get my hands on 5.1, when Du you think it will be released? ;-)))

Bye,
Tom
on 20 Jan 2009 at 3:35 pm Tom

PS You should call it 6.0!
on 20 Jan 2009 at 5:57 pm SpudR

Please oh please oh please, add colours for users into the calendar.
It’s soooooo useful!
on 20 Jan 2009 at 9:52 pm Asha

@nikos,

Thanks for the correction. We’ll update it soon.

@Robert,

Thanks for reporting the issue. We are working on FF3 support.

@Tom,

Thanks. We will be putting out the validation build in couple of weeks. Please bear with us till then.

Regards,
Asha
Vtiger Team
on 20 Jan 2009 at 10:20 pm Lynx

Can’t wait to try it out. We’ve been looking forward to some of the new features, and will probably download it as soon as its ready.
on 20 Jan 2009 at 11:15 pm mak

@nikos,

the link has been updated.

Regards,
MAK
on 21 Jan 2009 at 4:19 am magnus

So many goodies! This really looks nice. Many compliments to the dev team!
on 21 Jan 2009 at 6:48 am sdel_nevo

Hi All

Love the changes really looking good, just 1 question, will the services be viewable in the customer portal like the products are?, and if so will they be independent from the products.

i.e if i disable products from being visible in the customer portal, will this also disable the services tab?

steve
on 21 Jan 2009 at 10:12 am gokhan

Firstly I want to Thank who working on developing 5.1!

And I want to mention about migration. When I want to migrate from 5.04 to 5.1 they are all ok except from UTF-8 characters. Some characters migrated as “?”. I did see this problem when I restore my database without FOREIGN_KEY_CHECKS=1.
Is there anybody migrate from 5.04 to 5.1 with UTF-8 characterset succesfully? (sorry my poor english)
Regards,
Gokhan
on 21 Jan 2009 at 9:27 pm Prasad

Hi Gokhan,

When you restored the database did you check if it was enabled with UTF-8 support?

Regards,
Prasad
vtiger Team
on 22 Jan 2009 at 1:52 am Nilesh

You guys are Amazing, great job.

From where/when i get this ?

All the best,

Nilesh
on 22 Jan 2009 at 7:04 am Justo Ugarte

Great job. We are going to test the new set of features now. Is the code updated in SVN ?

Best regards from Chile,

Justo Ugarte
on 22 Jan 2009 at 5:34 pm Andrew

This is all very exciting. I think it would be great if the Vtiger team put out a roadmap. (ie. Validation build with a date, then testing for x number of weeks, then RC build for x number of weeks, then Final build, then an estimated first round of patchs and second round of patch of the software).

My company is looking to use vTiger, but without any roadmap we cannot do anything for planning.
on 22 Jan 2009 at 9:43 pm vikas

Hi sdel_nevo,
The Services is completely independent of Products and right now in customer portal we dont have Services tab,but it will be soon added.

Tom,
we will be adding Invoices to Contacts and thanks for reporting to us.

Regards,
Vikas,
Vtiger Team
on 23 Jan 2009 at 2:57 am vipart

Super nice, guys.

Outstanding work!
on 23 Jan 2009 at 6:08 am Tuomo

Looks great!

Will you be adding “Select Document” and “Add Document” -button to Campaigns -module also?

-Tuomo
on 23 Jan 2009 at 7:06 am djkmmo

I must say this looks really promising. Nice to see such a strong leap forward.

I just miss one thing (but maybe I haven’t looked close enough) and that is custom fields for individual order rows. Is that already implemented or is it in the pipe?

Kind regards
on 23 Jan 2009 at 2:34 pm Dennis

Great job and many thanks for the great work! The new features are very well picked and I’m looking forward for the RC.

Are you thinking about revamping the Layout engine so we can have easy to install layout themes?

Dennis
on 23 Jan 2009 at 6:11 pm Robert

Hey guys,

Just wanted to add my 2 cents worth again. I have some clients that use services and I was telling them that vtiger is superior to Daylite (the nr 1 Mac OS CRM) and a uniquely developed database respectively. However, they keep asking me about the possibility to link services to each other just like the member of function in organizations. I don’t know if you plan on implementing something like that, but it might be an interesting feature.
Also, in the contacts a field for an assistant could be a nice addition. I guess you could also do that with a couple of custom fields in 5.1 now. Great feature by the way!!!
Once more congratulations to the vTiger team. This release is really amazing, I keep getting more and more impressed.

all the best,

Robert
on 23 Jan 2009 at 7:07 pm Robert

Re: last post
Revision to my comment about the assistant field. What I meant was to add the assistant as a contact and then add him as a clickable link (like the member of in accounts)
on 23 Jan 2009 at 10:27 pm Prasad

Hi Robert,

Adding new fields (like member of in accounts) for any module is easy with vtlib today (which is part of 5.1 as well). You can achieve it by creating a new field of uitype 10.

Please refer vtlib documentation for more details at http://forge.vtiger.com/projects/vtlib

Regards,
Prasad
vtiger Team
on 24 Jan 2009 at 1:08 am Deep

Great Job Guys!!

Just one thing, will it not be a good idea to link the Support Period [in Services] to the Customer Portal, in the sense that only if you have a valid support contract, you can access the portal [kb, faq or raising tickets].

Keep up the great work, and if possible give some estimated dates for release or better still roadmap. so that people can plan.

Thanx & Regards,
Deep
on 24 Jan 2009 at 3:15 am serkan

Great job,

Can we assign rights to account contacts such as creating and viewing tickets, quote/sales orders?
on 24 Jan 2009 at 7:48 am Tasnweer

Just want to drop a line to appriciate your hard work and looking forward to 5.1 version. thanks.
on 24 Jan 2009 at 8:44 am Prasad

Hi All,

Keep dropping you comments and feedback, we will be back soon after the short weekend

Regards,
Prasad
vtiger Team
on 24 Jan 2009 at 11:42 am Alan

Hi Prasad,

All looks really exciting for 5.1 - looking forward to it!

Product bundles will be crucial for us.

Is there any chance of having an option (checkbox or similar?) to turn off the echo of the sub components in a product bundle from listing under the main bundle product in documents, invoices etc?

Most of the time listing the sub components is a good feature, but there may be occasions when it would be better to uncomplicate the output documents and just list the top bundle product…
on 24 Jan 2009 at 12:02 pm Gokhan

Assume that we have products which have a very long descriptions. And add this products into quote.
When I try to create Pdf, products doesnt fit to page.
Is there any body give me a clue for this?
Regards,
on 25 Jan 2009 at 5:33 am Olivier Jacquet

Hello,

I can’t seem to find the download location for the 5.1 release. Anyone care to point me in the right direction?
on 25 Jan 2009 at 5:38 am Olivier Jacquet

Nevermind, there isn’t a preliminary 5.1 release yet. Checking out the branch…
on 25 Jan 2009 at 7:59 am Alan

Hi Prasad,

I have just read through all of the feature enhancements for 5.1 and have another added feature question for you!

I know many of the users here have been looking for ability for addition of custom event types (such as ‘Personal’ and ‘Holiday’ as well as specific events for your own business model etc.) to extend the default ‘Meeting’ and ‘Call’ event types.

I didnt see this is the 5.1 feature list - if it is not included as a feature yet is it possible to add it into the roadmap?

Alan
on 25 Jan 2009 at 8:45 am Prasad

Hi Alan,

Calendar events are now made configurable:

Please refer to http://www.vtiger.com/archives/validation/5.1/2008.10/VtigerCRM_5.1.0_Custom_Events.pdf

Regards,
Prasad
vtiger TEam
on 25 Jan 2009 at 9:34 am Alan

Prasad,

Thanks - if I could read I wouldn’t ask stupid questions!

Looks like you have all the bases covered in 5.1 - looking forward to seeing it in action!

Thanks again to all those that make this project happen!
on 26 Jan 2009 at 5:50 am alex

Hi,

nice work. But are the Recurring Invoice Feature not integegrated last time? Or you have not installed it in this presentation?

greetings
Alex
on 26 Jan 2009 at 6:41 am Slipperyman

Keeps gettin better, but:

Ehm… Quotes /SO snapshots on every edit are out again?
Blocking an accepted quote from being edited? out again?
Child member acounts? out again?

Needed stuff being asked long ago…
Thanks, I know you can do it
on 26 Jan 2009 at 11:14 pm Asha

Hi alex,

Someone had disabled all the fields of Recurring Invoice Information block through Layout Editor, because of which the recurring information was not showing up in Sales Order. Hopefully, the information is visible now on the wip/demo server.

Hi Slipperyman,

what do you mean by ‘Child memeber accounts’? We have now provided a feature ‘Account Hierarchy’, where in you can view the hierarchy of the accounts (parent-child relationships between the accounts). Let me know if you are pointing to something else.

Regards,
Asha
Vtiger Team
on 27 Jan 2009 at 5:43 am Slipperyman

Asha, I´ve found the hierarchy thing, It´s not too user friendly, You have to hover the more actions block to find it, but it´s there.
After that I´ve tried to create a report to get data using that relationship but you can´t. if I wanna see reports for a mother account and it´s childs there´s no place (al least on sight) to ask for it.

And what about the other things pointed(snapshots and blocking).

Thanks
on 27 Jan 2009 at 1:13 pm Brittany Internet

Inventory support for Non-stock items/Services
Service contracts to let users track the progress, duration and work items of a service

.

Very excited about the inclusion of services - As a webhoster it’s a lot of work keeping track of annual hosting invoicing, domain renewals etc…. I am hoping this is going to be the answer to my prayers - especially if it will auto generate reminders/invoices…..

My fingers are crossed

Keep it coming guys!

Julian
on 27 Jan 2009 at 8:51 pm Nilesh

Hi..

I’m still working with VtigerCRM 5.0.2 and yet it sufficient for me but now wann migrate directly to latest 5.1 WIP
Is it compatible?

Now it time to release can’t wait…

Nilesh
on 27 Jan 2009 at 9:52 pm Asha

Hi Nilesh,

You should be able to easily migrate from Vtiger 5.0.2 to 5.1.0. But you will have to wait for the release and do not try to migrate the data before that.

The better way we suggest you to do is, first migrate your data to Vtiger 5.0.4 and then to 5.1.0.

Regards,
Asha
Vtiger Team
on 27 Jan 2009 at 10:42 pm Robert

Dear vTiger team,

First of all, I have to say how impressed I am with the actual involvement of people and the fast responses by Asha and Prasad in particular.
I am working on a couple of projects and have sent questions to other software companies without getting responses.
Anyways, I have been testing vTiger 5.1 WIP and other solutions for one client in science. vTiger is definitely going to make the race, but in my study I came across some functionalities that seemed rather interesting.
If it doesn’t fit the development of vTiger or has already been discussed, just disregard it.

- Envelope printing / Label printing
My client wants a functionality to print labels for events as well as envelopes to send out letters, invoices, and invitations to vTiger. I found that in a couple of other programs and it seemed quite useful.

- 2nd, 3rd field for organization
I have found in my experience that people work for more than one organization. With the vtlib I can create a number of custom fields, however, I haven’t quite figured out whether adding a second “account” field would irritate the system

- change history
Right now, you can track the changes a user makes. One of the programs I tested had the functionality to see the change history for Contacts and Accounts. It seems great for accidental data changes and also to see what has changed with a contact / account over some time. This was a really interesting aspect, because I hadn’t thought of it.

export calendar events
- Are there plans to add an iCal export functionality down the road?

- project management
I have rearranged some of the fields in the services tab. This is not what it’s meant for, but has a lot of the functionalities you need for project management. (Start time, end time, person responsible…). I saw that there is a project trying to integrate with dotproject. Just wondering if this is something on your list for the future.

- User visible in contacts
Since companies don’t / shouldn’t have anything to hide, it could be a good idea to have the user / organization also copied to the contacts / accounts section. This way, colleagues could see your conversations, events, meetings in case you get sick or go on vacation without specifically logging into your account. Maybe the user itself could set which information to show globally in his contact page.

- Automatic county selection if state is selected (also add +1 to phone nr.)
The functionality of automatic selections was basically just dependent drop down lists. However, when entering a couple of contacts, I started appreciating this. Continent - Country - State - County

- Event overview
I think one of the steps of going into detail view less has been taken with the tooltip manager. I’ve also come across the functionality that lists the first paragraph of the events in a form. That seemed very good when browsing conversations with somebody. Going back and forth to detail view is hard if you are trying to get a quick idea of the last conversations.

Alright, I hope one or the other suggestion was helpful. I have some other things in mind that I will write extensions for once I get a moment.
Altogether, 5.1 already seems to be luxury class for CRM, you guys did a fantastic job.

All the best,

Robert
on 27 Jan 2009 at 11:01 pm Prasad

Hi Robert,

We thank you for appreciation towards vtiger Team and putting down the wish-list items. We will definitely need sometime to think and aim at them at right time.

Keep us posted with your thoughts

Regards,
Prasad
vtiger Team
on 28 Jan 2009 at 6:35 pm kb

Hi,

Looking forward to 5.1 release soon with great enhanced feature.
I migrated 5.04 to 5.1(SVN12321) db with no problem but some errors are produced while calling DetailView for ‘Quotes’, ‘Sales Order’ and ‘Invoice’ modules as below;
Could you advise me to resolve the problem?

TKS, KB

Fatal error: Uncaught exception ‘Exception’ with message ‘result is not an object’ in C:\vTigerCRM510-2\include\database\PearDatabase.php:624 Stack trace: #0 C:\vTigerCRM510-2\include\utils\DetailViewUtils.php(1607): PearDatabase->query_result(false, 0, ‘tax1′) #1 C:\vTigerCRM510-2\modules\SalesOrder\DetailView.php(97): getDetailAssociatedProducts() #2 C:\vTigerCRM510-2\index.php(699): include(’C:\vTigerCRM510-2…’) #3 {main} thrown in C:\vTigerCRM510-2\include\database\PearDatabase.php on line 624
on 29 Jan 2009 at 8:38 am Keith

I am trying to get all parts working in 5.1 WIP.

I “svn checkout” the directory from the link from the 17th? Copied all over to web directory needed, ran through install. (no problems)

I don’t see the changes for service or the directory for customer portal although the contact form has the checkbox.

Can someone repost the correct link or a link to a faq/post that will help me be sure I get all of the directories and extensions?

Any advise is appreciated, new to vtiger WIP.

Thanks in advance for your help.
on 29 Jan 2009 at 1:17 pm Robert

Hey guys,

I have now installed vTiger 5.1 for testing and have encountered two issues.
- when entering a tooltip for the e-mail mudule i.e. hover over subject to view description I get the following message:
Fatal error: Cannot use object of type WebServiceError as array in /home/kothe/public_html/vtigercrm/include/utils/TooltipUtils.php on line 227

- two is the webmail module. I have gotten it to work with Thunderbird partially, but my clients have told me that they don’t want to work with Thunderbird. In the webmail, when qualifying an e-mail
a.) is there a way to manually select the contact to link to? (e.g. reply from different e-mails?)
b.) no date is recorded of the message
c.) could it possibly ask before creating a new contact?
d.) first and last name in last name field - maybe popup to edit this first?

Alright, I know you are in the process of finalizing 5.1 and understand that there is probably not much work pending on the E-mail.
I am happy to program some of functions as well, it just doesn’t seem that this could be in the form of an extension.

Please let me know if there is anything we can do about this. Maybe also shoot me a quick e-mail.

Thanks,

Robert
on 29 Jan 2009 at 3:18 pm Saga

Please, fix the problem with using cyrillic!

When do you plan release 5.1?
on 29 Jan 2009 at 11:29 pm Pinaki

Hi Robert,

Tooltip support for emails module will be disabled. Thanks for identifying the issue.

Regards
Pinaki
vtiger Team
on 30 Jan 2009 at 3:41 am Gokhan

Migrating problem with UTF8.
Hi, When I try to migrate from 5.04 to 5.1 my all values with UTF8 characters migrated as “?”. A few code search I add a line to “include/db_backup/backup.php near line 51″
mysql_query( "SET NAMES 'utf8' " );
I think backup.php script doesnt deal with whether or not old database with UTF8 support.
And also a second point I have a problem with ini_set value in migrate.php about line 214. It is a small value for my database 32M. After increase this to 128M my problem solved.
ini_set("memory_limit","128M");
Thanks lot who are developing on 5.1 !!
Gokhan
on 31 Jan 2009 at 12:33 pm Shan

Cant wait for the release. Already think 5.0.4 is super. But with a documents and projects module its gonna be near perfect!!!!!!
on 31 Jan 2009 at 7:37 pm Simonas

Picklist Editor isn’t working properly. Selecting value from “Select module” picklist doesn’t work.

Error is at PickList.tpl at lines 54 and 56. Instead {$module} you should use {$modulelabel} I think.

Using revision 12328 from svn
on 01 Feb 2009 at 4:22 pm Chris

Hi Guys,

Love your work! Reoccuring invoices is a great idea and will help me out a lot!

I do add a lot of products by importing from CSV, it would be great to get more headers to choose from.

Also, can you guys develop creating an invoice from a trouble ticket? That would make it a perfect solution for me!

Thanks again guys and keep up the great work!
on 01 Feb 2009 at 9:02 pm Pinaki

Hi Simonas,

Thanks for identifying the issue with picklist editor. We will be fixing the bug soon.

Regards
Pinaki
vtiger Team
on 01 Feb 2009 at 11:23 pm Punit Lodaya

Hi,

Great work on vTiger 5.1. I am quite a regular follower of vTiger and have blogged about it as well. However, I am surprised that one of the key function of the CRM is still missing.

Module Based Search (List Searching)

The usual design has this search facility just over the list of any module such as leads, potential, etc. This helps you to search the list regardless in whatever way you desire. The Filter module does achieve this in some way, but not always.

For eg: I have a lead database of 1,00,000. The search facility as it gives me search results of enteries, not list. I want to see the list of leads which have been matured in pin code 400031. For that, I need to unnecessary need to edit/create a filter for it. Now, immediately after that, I want to get a list of clients who’s source is Word of Mouth and based in ‘Andhra Pradesh’. Again, I have to create/edit a filter.

Filter has its own advantage for allowing customized viewing. However, a Module based search is highly required. I will provide you a graphical representation of the same mentioned above for an easy understanding.

Keep up the good work.

Thanks & Regards,
Punit
on 03 Feb 2009 at 1:21 am Christian

Morning All,

Just looked at the latest demo of vtiger and I must say I am very impressed.

One of the things that particularly interests me is the studio and once again this is a huge improvement. However and isn’t there always a however, a couple of comments:

1. To balance things up in a block it might be a good idea to have a filler field so that a field can be right justified for logical appearance i.e. phone number, fax number and mobile number all over to the right.

2. The second comment could be a bug or just that I don’t understand completely how it all works. On the Leads page I moved a number of fields which I felt had more to do with description down to the description block. They don’t show! Nor do they show in their original Leads Block. I’m sorry if I broken it for you.

Pip Pip

Christian
on 03 Feb 2009 at 1:48 am vikas

Hi Christian,

1.Thanks for your suggestion we will think about it.

2.It is not a bug,there are some fields that will show up in basic page and some in More Info pag depending on the “vtiger_field” table “info_type” column’s value.

Regards,
Vikas
Vtiger Team
on 03 Feb 2009 at 5:42 am David

Hi All,

I’ve just tried the new Service module and I face a little problem which I hope is easy to modify. When you create Quotes/SO/Invoice, there is no way to remove the default product line and so, it’s not possible to create Quote, SO or Invoice with only services.
Is this limitation easy to modify?

Regards,

David

PS: Great job for the whole new stuff of 5.1
on 03 Feb 2009 at 7:23 am Alex

Hi guys.

I’m looking for the customer portal svn repository (or tarball) but I can’t find it. Anyone could kindly point it out for me?

BTW, keep on with the great job guys!
on 03 Feb 2009 at 7:29 am Balduin

I am on the WIP demo, tried to create a product bundle and gave up. The documentation explains only how you can view and work with a product bundle but not how you create a bundle. Could someone give me a hint?
on 03 Feb 2009 at 7:36 am Asha

Hi Alex,

You can do a svn checkout of the latest Customer portal source from the following link:-

http://trac.vtiger.com/svn/vtiger/customerportal/trunk/

Regards,
Asha
Vtiger Team
on 03 Feb 2009 at 7:39 am Asha

Hi David,

You can try to modify this by changing the file Smarty/templates/Inventory/ProductDetails.tpl.

There is a comment which starts as follows:-

This is where the code for the default product line starts. You can try commenting this and see how things go.

Regards,
Asha
Vtiger Team
on 03 Feb 2009 at 10:15 am Jason Webb

In the FAQ Module layout editor you can add new blocks but there doesnt seem to be a way of
adding fiels to the block, which defeats the object. Am I missing something?

Keep up the good work guys
on 03 Feb 2009 at 4:35 pm Simonas

Hi,
Problem then adding products to pricebook.
For example: you have 3 products, and you add first product to PB. But then you try to add other two products, their names are corrupt. Problem is in AddProductsToPriceBook.php . You eliminate already added products and create a new array “$new_prod_array[]”, but names you take from “$list_results” (without elimination). So 2nd product takes name of 1st, 3rd of 2nd.

I fixed it in such way:

1. Created new array. Added after line 136:
$new_name_array=array();

2. added extra line (created new array) after line 142:
$new_name_array[] = $adb->query_result($list_result,$i,”productname”);

3. changed the way how product names are retrieved. used new created array. changed line 160 from:
$list_body .= ”.$adb->query_result($list_result,$i,”productname”).”;
to
$list_body .= ”.$new_name_array[$i].”;
on 03 Feb 2009 at 9:12 pm vikas

Hi Jason,
Thanks for identifying the bug,we will be fixing this soon.

Regards,
Vikas
Vtiger Team
on 04 Feb 2009 at 4:22 am Jason Webb

Hi,

It would be very useful to be able to perform a maths calculation to auto populate a field using the contents of another filed. i.e. field2= 15% of field1. This would eliminate the need for me to use an external accounts package and help me with my tax return.

You guys rock!!!
on 04 Feb 2009 at 4:44 am sandeep

Hi Balduin,

Inorder to create a product bundle kindly follow the steps given below.

1. Create a product which you want to make as bundle or you can use an existing product as bundle where the existing product shouldnt be a sub product(i.e in related list the parent products list should be empty)

2. Go to More Information tab -> Product Bundles

3. Here you can add a sub product by clicking on “Add Product” or you can add existing products as sub products by clicking “Select Products” where existing products cannot be a bundle.

4. As you add products to product bundles list in more information tab, Your product can be called as a bundle.
on 04 Feb 2009 at 12:19 pm Saga

New feature request.

Dear developers, is this blog correct place to request new feature for 5.1?

It would be great to attach files from product to email.

I mean if customer is interested in some specific product and there are files attached to product descripton I need a way to choose files to attach to email.

At present thereis a only way to attach file from local disk.

Thanx a lot.
on 04 Feb 2009 at 4:49 pm Phillip Crum

“..released in two weeks time.”

Okay, that timeframe has come and gone! Can you offer us any hope that the big release will happen before the weekend?

Come on…don’t tease me!

Love your product!
on 04 Feb 2009 at 10:08 pm Asha

Hi Saga,

Would be better if you can put the feature request on forums (http://forums.vtiger.com) under the ‘Feature Request’ category, as it will be easy for us to track. It would be hard for us to track the feature requests from blogs.

Regards,
Asha
Vtiger Team
on 04 Feb 2009 at 10:10 pm Asha

Hi Philip Crum,

Thanks for alerting us, but the validation build will not be available before the weekend as we are trying to put a closure on the work items by weekend. The first Validation build will be available only by next week. Please bear with us till then.

Regards,
Asha
Vtiger Team
on 05 Feb 2009 at 12:33 am KK

I configed PHP 5.28 & IIS6 & MySQL 5.0.4

phpinfo
Warning: include(Smarty/templates_c\%%DA^DAF^DAF1CA60%%loginheader.tpl.php) [function.include]: failed to open stream: No such file or directory in C:\Inetpub\wwwroot\Smarty\libs\Smarty.class.php on line 1258

Warning: include() [function.include]: Failed opening ‘Smarty/templates_c\%%DA^DAF^DAF1CA60%%loginheader.tpl.php’ for inclusion (include_path=’.;C:\php5\pear’) in C:\Inetpub\wwwroot\Smarty\libs\Smarty.class.php on line 1258

everybody help me !
on 05 Feb 2009 at 12:38 am newbie

I configed PHP 5.28 & IIS6 & MySQL 5.0.4

phpinfo
Warning: include(Smarty/templates_c\%%DA^DAF^DAF1CA60%%loginheader.tpl.php) [function.include]: failed to open stream: No such file or directory in C:\Inetpub\wwwroot\Smarty\libs\Smarty.class.php on line 1258

Warning: include() [function.include]: Failed opening ‘Smarty/templates_c\%%DA^DAF^DAF1CA60%%loginheader.tpl.php’ for inclusion (include_path=’.;C:\php5\pear’) in C:\Inetpub\wwwroot\Smarty\libs\Smarty.class.php on line 1258

everybody help me !
on 05 Feb 2009 at 12:41 am newbie2

Sorry !
I configed PHP 5.28 & IIS6 & MySQL 5.0.4

phpinfo
on 05 Feb 2009 at 2:38 am sorry

I configed PHP 5.28 & IIS6 & MySQL 5.0.4

i downloaded source from http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1

http://localhost/install.php
Warning: include(Smarty/templates_c\%%DA^DAF^DAF1CA60%%loginheader.tpl.php) [function.include]: failed to open stream: No such file or directory in C:\Inetpub\wwwroot\Smarty\libs\Smarty.class.php on line 1258

Warning: include() [function.include]: Failed opening ‘Smarty/templates_c\%%DA^DAF^DAF1CA60%%loginheader.tpl.php’ for inclusion (include_path=’.;C:\php5\pear’) in C:\Inetpub\wwwroot\Smarty\libs\Smarty.class.php on line 1258

everybody help me !
on 05 Feb 2009 at 2:40 am sorry2

I configed PHP 5.28 & IIS6 & MySQL 5.0.4

phpinfo
on 05 Feb 2009 at 9:38 am Simonas

Hello,
I think procedure then adding products to pricebook isn’t finished.
Then adding product, product list is grouped by crmid. It would be useful if products were ordered by product name. I can see, that developer tried to do that, but didn’t finish it. No $order_by value set.
At file AddProductsToPriceBook.php at line 70 I added:

if (!isset($order_by) || $order_by == ”) $order_by = ‘vtiger_products.productname’;

also changed at line 71 from:
if(isset($order_by) && $order_by != ”)
{
$list_query .= ‘ and vtiger_products.discontinued0 ORDER BY ‘.$order_by.’ ‘.$sorder;
}
$list_query .= ” and vtiger_products.discontinued0 group by vtiger_crmentity.crmid”;
to:
if(isset($order_by) && $order_by != ”)
{
$list_query .= ‘ and vtiger_products.discontinued0 ORDER BY ‘.$order_by.’ ‘.$sorder;
} else {
$list_query .= ” and vtiger_products.discontinued0 group by vtiger_crmentity.crmid”;
}
on 05 Feb 2009 at 6:54 pm KB

Hi,

The following error occurred while ‘Settings -> Backup Server’ command with the rev. no.12332.

Fatal error: Allowed memory size of 67108864 bytes exhausted (tried to allocate 16543341 bytes) in C:\vTigerCRM510\include\db_backup\backup.php on line 279.

Looking forward to the solution!

Thanks/KB
on 06 Feb 2009 at 3:51 am Simonas

Hi KB,
Try to increase PHP memmory. By default is 16MB. change memory_limit value to 64MB
on 06 Feb 2009 at 8:25 am sdel_nevo

hi all

the new version looks great, i have been playing with the recuring invoices, i have made a s/o enabled recuring, set it to daily but the invoive is never created, is this feature not enabled on the test server,

is this service not setup in the cron jobs or is it a fault with the software, love the system looking forward to the new release

steve
on 06 Feb 2009 at 9:10 am Balduin

Today I spent some time to get familiar with the new Mail Scanner function. It is still buggy but I got most of the functions to work. What I like most is its capability to exclude IMAP folders from being concidered while scanning. This would be, by the way, also a useful function for the standard webmail. I also like the filter function and its related actions. However, at least at my installation I never got a visual sign that, after a manual scan, some ticket entries had been created.
on 06 Feb 2009 at 9:32 am Prasad

Hi Balduin,

Thank you for trying out Mail Scanner.

Kindly share the details on the Mail Scanner rules that was setup and its order (may with a screenshot would better).

It would be nice if you can explain what test cases you used to validate the Mail Scanner. This will give more insight in analyzing.

Regards,
Prasad
vtiger Team
on 07 Feb 2009 at 4:40 am Dennis

Hello again,

I’ve been looking at the WIP. Great improvements!
Concerning the direct mailing of pdf quotes or invoices I have a couple of questions and am not sure if I’m overlooking something:

1. Is there a possibility of having the mailadress automaticly entered when the mailing window opens?

2. Is there a possibility of assigning a standard email template for quotes and for invoices that comes up in the mail-window?

3. Is it possible to have placeholders in the templates where the name is automaticly inserted?

4. If I send an email like this. Is it saved in the history of the account with attachement and so on?

Thanks and have a nice weekend,

Dennis
on 07 Feb 2009 at 4:51 am Dennis

Sorry, I have one more question. This has been a largely discussed issue in the community:
Will the 5.1 release have the possibility of easily configuring the navigation tabs (e.g.: Marketing) and the sub-drop-down menues (e.g.: Campaigns) to ones needs without changing the code?

Take care,
Dennis
on 08 Feb 2009 at 9:19 pm Adaptiva

Hello, I have a question about Mail Scanner (nice feature):

Will be possible to register more than one email account?

By example contact@site.com and support@site.com , they have differents uses.

Thank you.
on 08 Feb 2009 at 11:52 pm sandeep

Hi Dennis,

I Thank you for providing your feedback to us.

1. Is there a possibility of having the mailadress automaticly entered when the mailing window opens?
- We are planning to provide this feature, but yet to be decided on it.

2. Is there a possibility of assigning a standard email template for quotes and for invoices that comes up in the mail-window?
- Currently there is no possibility of assigning a standard email template for pdf quotes or invoices and Since we are close to releasing the validation build, we cannot pick this up right away. We shall put it to the list of feature request and prioritize it based on the availabe time

3. Is it possible to have placeholders in the templates where the name is automaticly inserted?
-When you say placeholders -> Do you mean to have an option to select the fields from Invoice/Quotes/SO/PO fields in Email templates, similar to Accounts/Contacts ?

4. If I send an email like this. Is it saved in the history of the account with attachement and so on?
-Yes, the mail will be saved in history of account with attachment.

Regards,
Sandeep
vtiger Team
on 16 Feb 2009 at 7:38 am Yoinier Hernandez Nieves

How I can download this version of vTiger.

I’m interested.

Yoinier.
on 16 Feb 2009 at 12:39 pm sdel_nevo

Hi All

when i create an invoice for an account, that contains any parts, these parts are not shown up in the “more information” tab of that account, the same is true for adding a service to an invoice, everything else is added to the more information tab correctly.

is this an over site or a bug, and if so will it be resolved before 5.1 is released, we use navicat to connect to our database to create detailed reports that we can’t create natively within the software.

is it an issue with how the data is related in the database i.e products and services not showing up in the “more information tab” of the account when they are added to an invoice, or is it a bug in the system that’s not passing this information from the database.

hope this makes scene

steve
on 16 Feb 2009 at 3:33 pm Logical_one

We have an interest in vTiger’s new feature for recurring invoices. Please advise the anticipated release date for 5.1..

Thanks in advance….
Logical One
on 19 Feb 2009 at 10:07 am holyboy

What are the login & pass for customer portal demo?
on 19 Feb 2009 at 10:13 am holyboy

Error occured while I was trying to modufy workflow rule:

Array ( [name] => skype )
Fatal error: Uncaught exception ‘Exception’ with message ’skype is not supported yet.’ in /home/vtiger/demo/en/wip/include/events/VTWSEntityType.inc:144 Stack trace: #0 /home/vtiger/demo/en/wip/include/events/VTWSEntityType.inc(160): VTWSEntityType->getFieldType(’cf_576′) #1 /home/vtiger/demo/en/wip/modules/com_vtiger_workflow/edittask.php(45): VTWSEntityType->getFieldTypes() #2 /home/vtiger/demo/en/wip/modules/com_vtiger_workflow/edittask.php(81): vtTaskEdit(Object(PearDatabase), Array, ‘en_us’, Array) #3 /home/vtiger/demo/en/wip/index.php(709): include(’/home/vtiger/de…’) #4 {main} thrown in /home/vtiger/demo/en/wip/include/events/VTWSEntityType.inc on line 144

the rule page:
http://en.vtiger.com/wip/index.php?module=com_vtiger_workflow&action=editworkflow&workflow_id=8&return_url=%2Fwip%2Findex.php%3Fdescription%3Dtest%26execution_condition%3DON_EVERY_SAVE%26module_name%3DAccounts%26save_type%3Dedit%26workflow_id%3D8%26conditions%3D%255B%257B%2522fieldname%2522%253A%2522accountname%2522%252C%2522operation%2522%253A%2522contains%2522%252C%2522value%2522%253A%2522%2526%252398%253B%2526%2523111%253B%2526%252398%253B%2522%257D%252C%257B%2522fieldname%2522%253A%2522employees%2522%252C%2522operation%2522%253A%2522greater%2Bthan%2522%252C%2522value%2522%253A%2522%2526%252353%253B%2522%257D%255D%26action%3Dsaveworkflow%26module%3Dcom_vtiger_workflow

error above happend when I was adding new ‘EntityMethodTask’
on 19 Feb 2009 at 3:24 pm Markepin

Hello and thank you for great CRM system.

I have few suggestion about some improvements in system:

1. Default columns for related lists are hardcoded in module class files
Proposition: Columns in related lists could base on default view from custom view or could be specified like field in tooltip manager.

2. Similar is in popup window - columns and search criteria are hardcoded in module class file.

3. Related lists could be sorted and paged with AJAX like in standard list view.

Regards,
Marcin
on 21 Feb 2009 at 6:14 am Ed Lentz

I realize that I might be really late in this comment. And I admit I haven’t kept track of 5.1 as much as I should have. For my Service based business 5.1 is really looking good! But, I still have a nagging BIG issue that is still not there yet. We need some kind of Scheduling system to set calendars for service / sales people. I realize that there is the settings to “Share” my calendar with others, but, in my version 5.03 it seems to work sometimes and then not. This is frustrating for the owner of the company. It would also be helpful if the Calendar would actually block out the time of the event in the visual portion of the calendar.

Thanks for a great product overall
on 22 Feb 2009 at 11:37 am holyboy

Maybe good news for all of us..

WORKING “PROJECTS” MODULE exists as a third party module made by german guys (vtiger.de), please look at the following link . Unfortunately, they say it will work only with 5.0.4 at this moment:-(

As Project Management is at this moment probably the biggest missing vTiger feature, I have important question to vTiger Team: is it possible to include tis module in 5.1.x line and immediately start working together with German programmers to improve this module?
on 16 Mar 2009 at 12:44 am Dana

Hi guys, my sincere congratulation for the good job you did. The new features and improvements are just great.

I’m not sure if the bug fixing phase has already started and if this is the rights place to report on the bugs for 5.1. but I’ll try since this functionality is important for us.

It is not possible to add custom field to Tasks in the Calendar. The functionality works correctly for Events.

Best regards,
Dana
on 16 Mar 2009 at 2:09 am pratim

Hi Dana,

As you mentioned

“”It is not possible to add custom field to Tasks in the Calendar. The functionality works correctly for Events”"

You can add custom field for To dos for that you have to go to Module Manager>Calendar > Custom Field Settings

There you can find two radio Buttons(Events and Task) By default the Events Radio Button will be selected,so every time you are creating a custom field it is getting created for Events,so please choose “task” radio Button before clicking on new Customfield Button if you want to create custom field for task not for Events.

And if you want to report issues regarding vtiger 5.1.0,you can do it By going in to trac.vtiger.com.but to have access to it please send a request to info@vtiger.com.

Regards,
Pratim
vtiger Team
on 16 Mar 2009 at 5:44 am holyboy

I repeat my question:

What are the login & pass for customer portal demo?

Also:
I’ve reported here error during adding custom rule (look a few comment above) - is it enough for vTiger team, or it should be reported at trac.vtiger.com?

And general question regarding German Projects module is still open..
on 16 Mar 2009 at 10:50 pm vikas

Hi holyboy,

You need to create a contact here Vtiger 5.1.0 and check portal field an email will be sent to you with the login details.

Regards,
Vikas
Vtiger Team
on 17 Mar 2009 at 12:48 am mak

Hi holyboy,

can you please confirm the workflow error still exists in http://en.vtiger.com/wip/
on 23 Mar 2009 at 1:53 pm shawnd

Has anyone tried to modify quotes/invoices in 5.1 ? I am in the middle of testing the build and want to compare document production. It appears that they have moved the arguments from the modules/quotes/CreatePDF.php to somewhere else that I cannot find.

I basically want to remove the last page , etc….

TIA
on 23 Mar 2009 at 10:10 pm Asha

@shawnd,

The contents that you are looking for, is now moved to include/InventoryPDF.php

Regards,
Asha
Vtiger Team
on 09 Apr 2009 at 11:00 am holyboy

@mak

I cannot repeat this error again. Hope something was fixed.
on 11 Jul 2009 at 5:56 am maastrix

Hi, I’m running a service-based company and want to put only services on my invoice. The standard invoice shows a product field which you are obliged to fill in but I don’t offer any products. I can add a service but I can’t delete or move the empty productfield untill it’s filled.

Moving the empty productfield works in IE6 but not in FF 3.5.

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vtiger CRM 5.1 WIP Update (Last) - Support for Service based businesses

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