vtiger blogs » Blog Archive » vtiger CRM 5.1.0

vtiger CRM 5.1.0 - 2nd validation build

April 22nd, 2009 by Prasad

We are happy to share 5.1.0 validation build2 with community.

This build is intended for seeking feedback from community members to identify any issues that needs to be addressed before RC/Final release.

Please do not use the 5.1 validation build on your production server.

Open issues with 5.1.0 are accessible at http://trac.vtiger.com

Reporting Issues:

1. Login to trac.vtiger.com (To get access to trac.vtiger.com, email to info@vtiger.com)
2. Set Milestone 5.1.0. Version to 5.1.0-val2
3. Set appropriate Priority
4. Provide clear description on the issue.

Download links for build:

http://www.vtiger.com/products/crm/510-val2/vtigercrm-5.1.0-val2.exe
http://www.vtiger.com/products/crm/510-val2/vtigercrm-5.1.0-val2.bin
http://www.vtiger.com/products/crm/510-val2/vtigercrm-5.1.0-val2-Source.zip
http://www.vtiger.com/products/crm/510-val2/vtigercrm-customerportal-5.1.0-val2.zip

http://www.vtiger.com/products/crm/510-val2/vtigercrm-firefox-plugin-5.1.0-val2.xpi
http://www.vtiger.com/products/crm/510-val2/vtigercrm-thunderbird-plugin-5.1.0-val2.xpi

List of Features and Documentation available at:
http://wiki.vtiger.com/index.php/Vtiger_CRM_5.1.0_Features_List

Demo Links:
http://en.vtiger.com/wip
http://en.vtiger.com/wip/customerportal

Note: To login to customer portal
1. Create a contact by providing email address and enable Portal user checkbox (in ‘more information’ tab).
2. Login details will be send through mail to the email address used.

133 Responses to “vtiger CRM 5.1.0 - 2nd validation build”

on 22 Apr 2009 at 8:22 am steve

Hi All

i logged into the vtiger demo as admin and changed the date format from yyyy/mm/dd to dd/mm/yyy then created a contact and asigned myself to an account, i created a sales order and filled in the recuring feilds, saved the sales order but no start and end date information is saved, if you repeat this process with the yyy/mm/dd format it works.

this was the same in the first validation build, will it be recified before the final release as this will be great for UK based companies

steve
on 22 Apr 2009 at 9:12 am Prasad

Steve,

This issue is reported (http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/5495)
We will analyze and address it, please bear with us.

Regards,
Prasad
vtiger Team
on 22 Apr 2009 at 9:36 am steve

Hi Prasad

sorry i should have looked on Trac before posting here, please exept my appologies

steve
on 22 Apr 2009 at 9:41 am Prasad

Steve,

No need to feel sorry, you just refreshed our task list

Regards,
Prasad
vtiger Team
on 22 Apr 2009 at 10:47 am Tom

Dear vtiger-team,

you added invoices to contacts; that’s a very good step towards B2C!!! I’M really very happy to see that.
Thanks!! B2C users don’t need an account necessarily…

Still two problems:
1. The invoice itself sill requires an account as mandatory (error message: Account Name cannot be none) - Solution: contact OR! account should be mandatory
2. If there is only a contact, please take the address information from the contact

Keep on the very good work, I’m really pleased with the features!

Bye,
Tom
on 22 Apr 2009 at 12:17 pm Prasad

Tom,

The invoice itself sill requires an account as mandatory (error message: Account Name cannot be none) - Solution: contact OR! account should be mandatory

You can configure mandatory fields for a module now using:

Settings > Module Manager > Module Settings > Layout Editor

Regards,
Prasad
vtiger Team
on 22 Apr 2009 at 1:03 pm Tom

Hi Prasad,

you guys did an amazing job in the meantime ;-)))
I’m impressed!
Setting the field to not mandatory worked perfectly.

Last problem:
“Address Information” is not taken over automatically.

Solution:
Take “Address Information” from
1. The account if there is only an account.
2. The contact if there is only contact. NEW!
3. The account if there is an account and a contact.

Thanks,
regards,
Tom
on 22 Apr 2009 at 1:08 pm Prasad

Tom,

We will review the address selection in the next cycle.

Regards,
Prasad
vtiger Team
on 22 Apr 2009 at 1:33 pm Tom

Hi Prasad,

let me update real quick - just as an info for you:

I had chosen the “Add Invoice” button within the “contact information” and from there the address information is not taken over automatically.

But if I reselect the same contact again, it is taken over…

that’s it from my side.

Bye,
Tom
on 23 Apr 2009 at 1:50 am AMOUNA

Hi,
I I tested this validation build2 for integration vtiger with asterisk but the issues remain the same (no pop-ups for outgoing call or the incoming call) .
By
on 23 Apr 2009 at 6:24 am Tristan

Installed and tested the new version, definitely very promising. I love the new start screen and duplicate finder and other bits and bobs.

But….. It seems significantly slower than vtiger 5.0.4 using the same data/server. (I’ve copied our existing 5.0.4 database and used that with 5.1).

I hope it gets as faster to access once everything is finalised and released
on 23 Apr 2009 at 1:58 pm Jesse

Hi All,

It there a way to modify the covert module in leads
“example when you convert the lead to a potential”
so that you can add additional custom or mandatory fields?

Thanks,
Jesse
on 23 Apr 2009 at 2:12 pm Jesse

Hi All,

If i wanted to import a large leads file say about 40-60m would vtiger be able to handle this?

or would i need to break down the files size?

Thanks,
Jesse
on 23 Apr 2009 at 10:06 pm Prasad

It there a way to modify the covert module in leads
“example when you convert the lead to a potential”
so that you can add additional custom or mandatory fields?

This feature is not available in 5.1.0, you will need to customize it.

Regards,
Prasad
vtiger Team
on 23 Apr 2009 at 10:07 pm Prasad

If i wanted to import a large leads file say about 40-60m would vtiger be able to handle this?

Due to php memory limitation, the process might not succeed. We recommend you to break down the import filesize and try the process.

Regards,
Prasad
vtiger Team
on 24 Apr 2009 at 12:41 am jado

Hi Prasad,

thank you for wonderfull release. I am very pleased with all new features that were added. Keep up the good work!

There is just one issue that is really bugging me - speed. Version 5.1 seems a lot slower than version 5.04. When there are dozens of users working with CRM it quickly becomes a problem. Is there anything we can do about speeding it up? Are there any performance improvments planned before the final release?
on 24 Apr 2009 at 1:10 am Prasad

Jado,

We will be focusing on the performance improvement this cycle.

Regards,
Prasad
vtiger Team
on 25 Apr 2009 at 7:45 am mark

Prasad

Minor issue:
The dashboard image is not being created properly. The numbers on the second column are being cut off
on 25 Apr 2009 at 8:37 pm mark

Forget the silly little graphic problem

My calendar is all messed up. In the month view I have 7 days but they are labeled wrong in some months.

For example April 2009 has: Sat, Sun, Mon, Wed, Thurs, Fri, Sat.

May 2009 has: Sat, Sun, Mon, Tue, Wed, Fri, Sat.

The dates are all right just the field labels are our of wack.
on 27 Apr 2009 at 7:27 am Xyber

Hi,

I think for the services and products should be under the same group. Also under services it should have categories. What do you guys think?

I mean, a company either does services or sells products right? So how can service fall under inventory?

-Xyber.
on 27 Apr 2009 at 9:44 am bruzergear

We are interested in having multiple company support.

We mainly need to be able to have different company data on the invoices, quotes, and other pdf documents or emails.

We can manage what the users have access to by changing the roles and profiles in vtiger, but we need each role to be assigned to a “Company” or “Branch” or something that lets us customize the information that shows up on the invoices, etc.

Example: We have different sales teams in several states and countries that have different billing offices for where their clients are supposed to send their payments to.
Right now, the invoices generated with vtiger all have to have the same company address and logo. We need to be able to have different addresses and logos depending on what “Company” the sales rep belongs to so their clients send their payments to the correct billing office for that sales team.

Also, we are wondering if it would speed things up, if we have several thousand users entering data into vtiger. If they are all going off the same set of database tables, it seems like the database can get filled up really quickly. Especially the crmentity table in vtiger that everything goes off of.

There are several opensource programs out there written in php, that allow multiple companies. One is called FrontAccounting. They let you choose the company on the login screen similar to how we choose a language with vtiger right now.

All the companies operate off the same set of files, but in the database config file it specifies the database and table prefix to work off of for that user that is logged in. Each new company has its own set of database tables so to set up a new company all you have to do is run a sql file that sets up the new database tables for that company.

That way managing the files or making upgrades and changes are easier because you only have to update one set of files to change things for all the companies, but each company has the flexibility to have it’s own data in it’s own set of database tables.

This would also make things easier to integrate with accounting programs such as quickbooks or FrontAccounting, that already offer multiple companies to be set up with one insallation.

Anyways, I think it would really make vtiger much more powerful and flexible to do things this way.

Check out the opensource program called FrontAccounting to see how they handle setting up multiple companies. I think it wouldn’t be too hard to get that type of functionality with vtiger and would definitely make things better.
on 28 Apr 2009 at 10:49 am opto

invoices adress

(see above)
Take “Address Information” from
1. The account if there is only an account.
2. The contact if there is only contact. NEW!
3. The account if there is an account and a contact.

I do not agree to 3: I would make it the contact address.
In our experience, the contact who receives the goods has to internally acknowledge the invoice before the purchasing department will pay it. So things are speeded up if the invoice goes to the contact, not to the account addresss.

Klaus
on 29 Apr 2009 at 6:06 am Xyber

Hi guys,

Is there a way for these suggestions that we comment out in this blog be indexed? At least we know if its noticed or not. Thanks guys, you’re great!

-Xyber.
on 29 Apr 2009 at 6:52 am Prasad

Xyber,

Please don’t have any doubt, our team is watch the discussion that is happening on blogs, forums, developer list etc… and are focusing making progress on the product development too.

If the comments are too big, we might take more time to read and get back

We appreciate your patience. Thank you.

Regards,
Prasad
vtiger Team
on 29 Apr 2009 at 7:50 am Martin

Dear team,
Have to thank you very much for crm. This tool is very usefull, but only one thing seems to be problematic. This is rather than crm problem the groupware problem. Our team is not able to plan meetings together because of (well)-arranged calendar. Will be very helpfull to see all activities of users. I mean his/her activities (Assigned To) and activities where are they invited as well.

Thanks
Martin
on 30 Apr 2009 at 4:39 pm vivek

Hi martin,

Open Calendar, next to it are two small icons. the second one is settings.

Click on it and share the calendar and select all the users to share the calendar with.

Ask each of your user of CRm to do is on their calendars and bam…you should all be able to see each others calendar events…

Vivek
on 30 Apr 2009 at 4:51 pm vivek

Hi vTiger Team (Prasad, Asha & many others),

What you have here is just a wonderful piece of software. It helps SMBs to use CRMs rather than going in for highly priced and so called open source CRMs.

Anyways I was happy to see that v5.1.0 build 2 was released on 22nd April. Now I would appreciate if you could give me a timeline or atleast a very approximate ETA on final release of v5.1 because there are so many features we want that will be built into v5.1. This would save me and my company some time from going through the code and customizing when this is all built in like
-Trouble Tickets appearing in calendar as per the Due Date specified.
-Color coding of calendar events
-Color coding of trouble tickets if they have not been closed by the due date.
-Custom Field Formulas

For the time being I’m going to implement the enhanced calendar so that our trouble tickets appear in the calendar. But I would like to know from you guys how should I get a custom TIME field. I have created a custom date field in trouble tickets but unable to see a TIME field. Any suggestions ?

Lastly, my request for v5.1 is in lines with what has been suggested in the above post on 27th April by bruzergear. I just want each account to allow multiple addresses to be entered. In my personal opinion I’m not sure if I want multiple companies on a single CRM installation because I’m not sure how the CRM will react when it comes to severe and complex customization for each company using that single instance of the CRM. Maybe I’m just being me, apprehensive about this becoming a huge complicated scenario ending up in a huge disaster.

Anyhow, I would really appreciate if you guys can reply to my post.

Thank you.
on 01 May 2009 at 5:26 am david

hi all

if 5.1 could have a module created to pass invoice, P/orders, quotes and customer and account information into xero it would make this a truley fantasic crm application, xero can be found here www.xero.com.

xero has a detailed api structure on there site, i would do this but i know nothing about coding an would gladly pay for that module.

what a fantasic crm system this is, i was in london this week at the internet world expo and nothing i saw there came close.

well done vtiger and all the crew
on 01 May 2009 at 11:30 am Wolf

One solution that may work to solve the problem of needing multiple company addresses is to have a way to create multiple addresses for the company and then have a drop down select menu in the user profile area that will let you assign a company address to each user.

Then when that user creates an invoice or quote, etc, then the system will use the address assigned to the user for the invoice or quote PDF that is created by the user.
on 01 May 2009 at 11:46 am bruzergear

Excellent Idea, Wolf.

With that approach it should solve the problem and keep things simple in the database.

Basically from my understanding, to carry out Wolf’s idea would be to just add a table to the database for Company Contact Details (Name, Address, Phone, Email, Etc.)

Then in the company settings area have the ability to add/edit the company contact details.

With a drop down menu field in the User profile, you could assign a user to one of the company contacts.

You could also make it so vivek has his problem solved in the post above, by adding a field to the Accounts area that allows you to select the company contact address to use for that account.

That field in the Accounts area would default to the address that is assigned to the user that created the account, but could also be changed to the Main company contact details, in case a user wants to have some of their accounts see pdf documents with the Main Company contact info instead of their default company contact address.

This would be awesome if vtiger could get this functionality in 5.1 I don’t think it would be too hard to do and would definitely make the PDF’s much better for companies with multiple addresses used for billing, quotes, etc.

I have seen other posts in the forum where people tried to modify the language files and other things to try to get this functionality, so I know that it is not just me and vivek needing this.

Thanks.
on 02 May 2009 at 10:46 am bruzergear

I really like the new home page for 5.1 and the ability to add module boxes there.

However, I also really like the Key Metrics feature in 5.0.4

I couldn’t find the key metrics in the 5.1 demo.

Did you take out Key Metrics box in 5.1?

I noticed that in the add/edit filters area you still have a checkbox labled “List in Metrics” but I couldn’t find where my filter was listed in a key metrics box.

Anyways, I really hope you didn’t get rid of the key metrics feature because it is so nice to have all our favorite filters for all the modules in an easy to access box in one area on the homepage.

Thanks.
on 02 May 2009 at 11:38 pm Gobezu Sewu

Is there any change to the DB structure in this “release” compared to the 1st validation build?

Cheers for this wonderful effort you all are doing!!!
on 03 May 2009 at 7:17 am Gobezu Sewu

I just downloaded the source code version of this 2nd validation build and updated my setup of 1st validation build and the following is the result of the SETTING screen:

http://realethiopia.com/crm/adminSettings.png

Any clue what the remedy could be?
on 04 May 2009 at 6:41 am Prasad

@AMOUNA

I I tested this validation build2 for integration vtiger with asterisk but the issues remain the same (no pop-ups for outgoing call or the incoming call) .

There are few bug fixes that has been made post vb2 release, we will integrated the fix soon.

Regards,
Prasad
vtiger Team
on 04 May 2009 at 6:41 am Prasad

@bruzergear

I couldn’t find the key metrics in the 5.1 demo.

Key Metrics can be shown or hidden through ‘My Preferences’ of logged in user. It was disabled on the demo.
on 04 May 2009 at 10:38 am Martin

Hi vivek,
thanks for response. I know this function, but still have got problem with this:
example: someone invite me to meeting but another user (if wants to invite me at same time to second meeting) must open each meeting at particular time to find out, if I wasn’t invited yet.
Maybe it is solved in new version…
And one tip for meetings. 90% of all meetings are at billing/shiping account address, so it would be beautiful to fill automatically meeting Location field by one click.

Marin
Thanks for great job
on 05 May 2009 at 12:56 pm leoly

Dear team,
Have to thank you very much for crm. This tool is very usefull, but only one thing seems to be problematic. The Invoice doesn’t work, when i made a invoice,but the Quantity In Stock didn’t change.i don’t know why,could somebody explain!

Thanks
leoly
on 05 May 2009 at 2:23 pm mark

Yes, you are right. My inventory doesn’t update either, but it WILL send out warning notices if I try to invoice more than the qty in stock.
on 05 May 2009 at 5:20 pm leoly

mark
Yes, you are right. My inventory doesn’t update either, but it WILL send out warning notices if I try to invoice more than the qty in stock.

the same to me,
i just want how to resolve it ,please
on 06 May 2009 at 12:15 am Csar

Hello vtiger team. Great job, congratulations!!!

My question is about sharing calendar. When logged as admin I can share the admin’s calendar with the standarduser, but when logged as standarduser I cannot share my calendar to the admin user.

Does this have something to do with the user’s profile?
How can this be addressed?

This is important for people working in a call center. In a call center there’s an agent user with agent profile, but also, there’s an supervisor user with supervisor profile. The supervisor needs to know (all the time) the appointments made by an agent to a contact. At the moment I understand this configuration cannot be done, please, correct me if I’m wrong.

Cheers!
on 06 May 2009 at 1:15 am Prasad

Csar,

My question is about sharing calendar. When logged as admin I can share the admin’s calendar with the standarduser, but when logged as standarduser I cannot share my calendar to the admin user.

There is no need to share the calendar events with members higher to your role. It is by default accessible.

Regards,
Prasad
vtiger Team
on 06 May 2009 at 2:08 am magnus

I am glad to see the discussions on multiple company support. We have a situation very similar to that of bruzergear. It would be great to find a solution that does not add too much complexity to the system.

The solution suggested by Wolf seems to be in the right direction. However, it does not address one critical function: separation of accounting. E.g. invoices must (in my country) be issued in unbroken number series for each company.

Our wish could be summarized as:
* Sharing all CRM database info with separation through the standard roles and permissions mechanisms
* Support for multiple company locations (addresses)
* Separation of accounting data through different number series on invoices, and perhaps also other entitites.
on 06 May 2009 at 4:51 am Prasad

@leoly, @mark

Invoices don’t update product stock

We have addressed this issue recently, kindly follow the ticket:

http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/5852
on 06 May 2009 at 12:03 pm mark

ISSUE: Email sent to contact does not go to the email address listed in the TO: area, but gets sent to the senders address.

Importance: high
on 06 May 2009 at 11:49 pm vincent

hello vtiger team,
I’m customizing 5.1. to fit our business and must have it in production before august.
I’m scared when I see the number of tickets left open in the bug tracker, do you think production release will be ok in two months ?
thanks a lot for your work
regards
vincent
on 09 May 2009 at 7:52 am Guy

Hello,

How can I create some kind of pop-up to remind me return a phone call to a Lead/ contact?
on 11 May 2009 at 8:28 pm Jason

Hello,

Awesome work on 5.1. I’ve been playing with it all evening. Just a few comments on things that I have tested and found some issues with: Asterisk integration needs to be a little more user friendly. We are using FreePBX and the PBXManager module does not play well with the FreePBX configuration although I was able to get it working for outbound calls. Inbound still not working but I will continue to work on it. Way too much script tweaking for the casual user to get it working right. Especially with the hard coded SIP, PSTN tags and contexts. Seems like the AsteriskClient.php script requires the PSTN or SIP tag.. if it doesnt see the tag (specifically the “:”) the number gets chopped and does not dial properly. Also had to tweak the script to insert a 9 before any PSTN calls. Its a very good start to integration, but needs to be more configurable as there are tons of different Asterisk configurations out there.

In Products - it would be very helpful if there was a way to incorporate “location” or “bin” quantities. Example: We have 5 technicians that each keep stock of items on their trucks. It would be helpful to have a location code for each truck to keep track of quantities on those trucks. When I invoice a client for a part, and I need to invoice a part used from a truck, I would then like to select what truck the item came from and have quanities adjust automatically. I can do some of this with custom fields, but the problem is that the master Qty on hand does not update from the custom fields, nor can I invoice a part by selecting a quanity from a custom field.

Will gladly help where I can to provide testing or patches. Overall this is a great application!
on 11 May 2009 at 9:12 pm vivek

hi vTiger team,

Have you patched the ServicePack-1 provided here http://forums.vtiger.com/viewtopic.php?p=74023#74023
into the v5.1 ?

thanks
Vivek
on 11 May 2009 at 9:41 pm Vivek

Hi vTiger team,

Would you be able to incorporate scheduling of trouble tickets ?

The build 2 of v5.1 doesn’t have a DUE DATE & TIME field on trouble tickets. I firmly believe that its a feature that many will adore.

A lot of service requests are logged as trouble tickets and in such cases, due date & time are highly essential.

And obviously it would also be really cool to have an action as ADD TO EVENTS which once clicked will put the trouble ticket on the due date of the calendar. When the ADD TO EVENT is clicked, it should straight forward go and save the data into calendar without giving the user an option to edit. If further edit is required, one can go to the event in calendar or edit the trouble ticket. The code then should be clever enough to search in the background whether or not this ticket is in calendar. If not, then present the ADD TO EVENT action or if present, present a UPDATE EVENT to update the details of the ticket on the calendar.

This would allow the details of the ticket to be consistent with its entry in the calendar.

Infact saying that I now feel that the ticket entry in the calendar should NOT BE EDITABLE at all. If editing is required, edit the trouble ticket and then press the action - UPDATE EVENT to update the details.

What is your view on this - vTiger & the community ?

thanks
on 12 May 2009 at 3:35 pm Donh

5.1 is looking very interesting. I see connectors for Firefox and Tbird. Is there also going to be a connector to outlook as with 5.04? I hope it is coming and free.I assume it is much harder to code and that is why we don’t see it yet.;)

Thanks for a great product!

Don
on 12 May 2009 at 3:51 pm mark

I am currently using the old outlook plug in with 5.1.0-VB2 with some success.

Contacts sync ok, but the calendar creates duplicate events in outlook. Some “can’t delete” error. Likely Vista x64 or outlook 2007 are the source of the problem.
on 12 May 2009 at 6:56 pm Andrew

Hi,
I can’t get the installation work properly. I have set the max_execution_time to 600 but I still can’t see the finish successfull window. I’m getting the window which says Finish but it’s all blank under it.

I have only 324 tables created in the database and it’s the same thing even if I check the box to populate with demo data.

I apologize to bother you with a question like this but I tried everything I could by myself by now and any help would be greatly appreciate.

Thank you,

Andrew
on 14 May 2009 at 8:11 am Lynn

Hi, I am testing 5.1.0 2nd validation. Wondering if anyone else is having a similar problem. In product selection (popup_picker) only products on the first page will select. If I Search or Alphabetically filter the list, the Select doesn’t work. I’ve verified this behavior on Purchase Order and Quote. Is something misconfigured on my system or is this a verifiable bug?
on 14 May 2009 at 9:48 pm Dhananjay

Donh,

5.1 is looking very interesting. I see connectors for Firefox and Tbird. Is there also going to be a connector to outlook as with 5.04? I hope it is coming and free.I assume it is much harder to code and that is why we don’t see it yet.;)

Currently we are tied up with fixing issues related to outlook and hopefully you’ll get to see it soon
on 14 May 2009 at 9:57 pm Nitin

@Lynn

Thank you for identifying the issue, we have filed a trac ticket for it.(http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/5909#preview)

We will analyze and address it, please bear with us.

Regards,
Nitin Goyal
Vtiger Team
on 15 May 2009 at 5:28 am Devon

Calendar Labels messed up.

In Monthly Calendar View Saturday is listed twice, and thus messes up the numbering of the days.

Also - When a recurring event is created, it creates the event on the day you select and then the day after, and recurring period is based on the event that is created for the day after.

For instance, if i create an event on 5/15/09 and set it to recurring (lets say once a week), it creates the event for 5/15/09, then another for 5/16/09, then bases the weekly recurring off 5/16/09 instead of 5/15/09.

Other than that, great release. You guys have done an amazing job on this CRM system!
on 15 May 2009 at 7:50 am mark

My calendar is still labeled wrong as well.
on 15 May 2009 at 7:55 am mark

REMOVE THE SPAM POST BY ROSE!!! you may want to remove the post by ROSE. It is a link to a shopping cart site. This note can be trashed as well.

It was submitted on 12 May 2009 at 6:49 pm
on 15 May 2009 at 9:15 am Prasad

@Mark, Thanks for the pointer.

Regards,
Prasad
vtiger Team
on 15 May 2009 at 10:23 pm Xyber

What is the progress so far? How soon is it to launching? How can i contact the developers personally?

Rgrds.
on 16 May 2009 at 1:59 am Vinzdrance

Me too, I’m really interested. I’ve to install vtiger, I need a lot of functions offered in 5.1, but I can’t install it for production. Should I wait ? the release could come in a week ? a month ? a semester ?

Thanks a lot for your work, vtiger is really great
on 17 May 2009 at 7:37 am Jack

When is the projected public release date of vtiger 5.1 or will it be called 5.2?
on 17 May 2009 at 10:17 am Positively Optimistic

Everyone seems to be posing the same question… when will the much anticipated 5.1 be released?

Thanks,
positively optimistic
on 19 May 2009 at 6:40 am Michael

Hi, we working with the 5.04 and have installed the val2 vTiger as a Test. It works almost fine and fast. But by the Import from Data-Files (Contacts out of vTiger 5.04) is generally break after 250-300 Data-Sets. When we split the 5.04 Export-File down, then works the Import by val2 successfully.

Thanks for the High-Quality val2
on 19 May 2009 at 7:49 pm Greg

No quick add for Account?

Just testing the quick create contact.

There appears no way to create a new account within the quick create contact. Is this correct?

The account select function is working but there seems no way to create a new account - since account is a compulsory field it makes this process awkward.

Am I doing it right?
on 20 May 2009 at 12:44 am carlosCRM

I’ve created two custom picklist: Category and Subcategory in the Trouble Ticket.

Category and Subcategory are related, so I want to show ONLY subcategory related with a specific selected Category.

It seems in the current release insn’t possible, so please add thes feature.
on 20 May 2009 at 6:28 am james

I notice for Documents under Module Manager the Layout Editor does not allow you to create custom fields but allows Blocks to be added! This seems a bit strange (Why would you add blocks if you can’t add fields to them ?) Perhaps the option create fields was overlooked ?
on 20 May 2009 at 8:45 am Prasad

@James

Documents module information input and display views are customized compared to other modules of vtiger CRM.

Layout Editor feature provides generic interface to all the modules. We wanted to avoid special case handling (hard-coded to Documents modules) to remove certain features like adding the blocks/moving fields. This way implementation of Layout Editor will be clean. But we might have to leave with few limitations.

Regards,
Prasad
vtiger Team
on 20 May 2009 at 8:48 am Prasad

@carlosCRM,

We will look at providing dependent field behavior post 5.1 but should be easy to implement for specific case with little amount of javascript coding for a module now (Webservice API could come in handy as well).

Regards,
Prasad
vtiger Team
on 20 May 2009 at 8:50 am Prasad

@Greg,

Quick create is limited to one module currently, so creating Account while creating Contact is not possible.

However, Account field can be made non-mandatory for Contacts module (if required) through Layout Editor.

Regards,
Prasad
vtiger Team
on 20 May 2009 at 8:52 am Tom

Hi Prasad,

would you mind updating http://en.vtiger.com/wip; there is a fatal error in trouble tickets (#5939) that is reflected in the global search as well.

Thanks and bye,
Tom
on 20 May 2009 at 8:29 pm Prasad

@Tom,

We are planning to update wip server today.

Regards,
Prasad
vtiger Team
on 20 May 2009 at 11:23 pm bskumar

Hi….
i am using vtiger 5.0.4 now…..
i want to add “module manager” in my vtiger…
Can anyone guide me in a proper way….
Thanks in advance…
on 21 May 2009 at 5:49 am Marco

for what is expected to issue a final version of 5.1?
on 21 May 2009 at 9:51 am Tom

Hi Marco,

I’m not a part of the developer team, but if you look at the roadmap (http://trac.vtiger.com/cgi-bin/trac.cgi/roadmap), you can tell that they make very good progress right now…

I prefer a stable and fast 5.1.0 over a super quick release. But I also would like to get my hands on 5.1.0 as fast as possible the new features are very promising!!! I’m still willing to wait till it’s really ready.

Bye,
Tom
on 21 May 2009 at 9:53 am Tom

… and we (the users) can do our best to check the current 5.1.0 version on http://en.vtiger.com/wip, to report the bugs BEFORE the release… that’s at least what I do…
on 21 May 2009 at 9:53 pm Prasad

We update http://en.vtiger.com/wip demo server to the latest codebase (@12773) which has changes post vb2.

Some of the enhancements are:
* Lead conversion B2C support
* Module selection provided for Global search
* Loose coupling of Tooltip and Listview
* Duplicate search extended to custom fields

Regards,
Prasad
vtiger Team
on 22 May 2009 at 4:31 am steve

Hi All

just tested the wip, looks like the error with the s/o recuring dates has been resolved, Awsome!!!!!!!

this is going to be great

steve
on 22 May 2009 at 2:24 pm mike

What about when individuals act as independent entities within a larger organization — like their own private business — and accounts, potentials, invoices, etc. are private for all users? If two users have an account with the same company and they use the same name for the account they get the “Account name already exits” error. I realize there is a workaround to this by entering AccountNameXXX, saving the account, and then renaming the account after it has been created, but is there a way to allow duplicate account names when private accounts is enabled? I think this would be very useful feature.

General logic could be:

IF accounts SET to Private (etc.) AND User has not created this account before {

allow duplicate account name creation

} ELSE message “An account name has already been created by this user…”

Just an idea…
on 22 May 2009 at 7:02 pm Greg

Service Industries Quotes etc

I see many people loosely refer to this requirement.

For a service industry quote etc; I guess it is best summed up with the formula:

quantity*perUnit*cost*margin = price

for consultant,

1 (person) * 6 (days) * $100 * 200% (markup) = $1200

the same applies to many service industries.

In future development Will the additional multiplier field of “perUnit” be added or is it available now somehow? Also for a particular “service” line entry, the Stock level would not be relevant.
on 23 May 2009 at 1:10 am Tom

Hello Prasad,

I’ve a little comment regarding
* Lead conversion B2C support:

First of all it works - most important!!
On the other hand I think it’s not totally transparent/intuitive what happens if you convert the lead. I think the design of the “converting window” (= the window that pops up when you hit the convert lead button) needs to be updated.
It needs to show the account AND the contact.

The logic is, that there is always a contact generated and an account only if there is information in the account line of the lead. So show the contact in a separate line and show the account in a separate line… and if there is no account to be generated the account line should be shown in gray (or with a little comment “not generated”). Some users might try to fill the empty account line in the “converting window”, if there is no account, and wonder why you can’t fill something in here…

Thanks,
Tom
on 26 May 2009 at 5:59 am Slipperyman

I´ve been trying to customize the quotes and SO layout but I can´t find a way to show Item Nº (Product Code) in a column, pushing users to create a pdf to view items , since Product names are fictional names and we need to Identify them by code.
Any chance to make it works?
Any news about quotes snapshots?
Thanks
on 01 Jun 2009 at 5:49 am Ashley

Hi,
My company just set up an account with you guys and we have about 5 different sales guys on it as well as about 6 other users. Everyone has set up their own calendars and has events and tasks but for somereason they are showing up on everyones. I make sure to not check the public button and there is no one listed under the sharing options. Its just an overload when we open up the calendars and we have to see everyones, its hard to keep track. Does anyone have an idea on how to fix this?
on 01 Jun 2009 at 6:06 am mark

@Ashley,

“Account”???

First off, if you paid for support it is likely on the 5.0.4 version NOT the validation build 5.1.0.

As for everyone seeing everything:

#1 make sure they are not set up with ADMIN privileges. Check each user account in “Settings > Users >”

#2 Under: Settings > Profile Privileges > Global Privileges

Make sure “View all” is unchecked because as it says, Allows “Sales Profile” to view all information / modules of vtiger CRM

I hope one of these helps.

Mark
on 01 Jun 2009 at 6:11 am Ashley

Sorry, I shouldnt have said account. Im just used to saying that here!! I will look at everyones settings and see if that works, thanks for your help!
on 02 Jun 2009 at 11:55 pm vincent

Hello Vtiger team,
Would you be kind to give us some information about the next release steps ?
It’s critical for the community to anticipate, and the estimated release dates you gave us have been delayed so far…
Thanks
Regards
Vincent
on 03 Jun 2009 at 11:52 pm Michael

Hi,

i dont know if there is a Bug or a Limitation in Field Formulas.
I will use 250 If Then Else If Formulas in a Field Expression, but vtiger accept only 25 Formulas when we use IE7 and 105 Formulas when we use Firefox 3.02. It will not save the Expression when over 25/105 Formulas included.

Has anybody an Idea?
on 05 Jun 2009 at 5:37 pm Jukerpro

One of the best open source project in existence! It’s been awhile since a Blog update on the status of 5.1. Any chance you can give us an update? I’ve got several clients waiting for the next version and it’s much anticipated features.

Have a great weekend, all!

Jukerpro
on 05 Jun 2009 at 11:00 pm norwaytrader

When do you think the final release of 5.1 is ready?

Thanks for very good software.

Best regards

Computer engineering Norway
on 05 Jun 2009 at 11:23 pm Prasad

Our team is currently working round-the-clock to fine-tune vtiger 5.1 and improve the performance.

We keep you posted soon. Kindly bear with us in the mean-time.

Regards,
Prasad
vtiger Team
on 07 Jun 2009 at 8:55 pm Jason

We have been testing 5.1.0 by using your demo sites, very exciting and impressive new development. We are working on a Vtiger 5.04 version and are quite new into Vtiger but have seen the light in what it is cable to do for our company.

We have already done quite a lot of configurations and customizations and important for us to know is how the upgrade will take place from 5.0.4 to 5.1.0. It would be great if we are able to keep what we have done so far and use it in 5.1.0. I hope you will be able to explain just in a brief how the upgrade will take place related to our present data and configurations.

Thanks and best regards,
Jason
on 07 Jun 2009 at 10:19 pm Jason

Hello again,

By reading your documentation we found out that there is two way of upgrading;

Using vtiger CM 5.1.0 source
Using vtiger CRM 5.* to vtiger CRM 5.1.0 patch

“Read the documentation before you ask”

Please forget my previous post.

We are looking forward to receive update on your progress on 5.1.0

Thanks,
Jason
on 08 Jun 2009 at 9:54 am Los angeles

Good post
on 08 Jun 2009 at 12:23 pm Robin Johansen

Hi, I have a minor problem. When translating and a user is a non-admin I get a (red) Not Accessible on type of task (To Do)

1. This don’t happen if user is admin
2. This don’t happen if all modules are available for all user - even view

But it happens if:

1. User is a non-admin
2. Some modules are disabled

Any way around this?
on 10 Jun 2009 at 7:26 pm Marshida

vtigercrm stores a lot of information which most of them are confidential

Does vitger team focus on the web application security assessment while improving the vtiger?

I found several vulnerabilities in the vtigercrm v5.1 2nd validation
e.g SQL injection vulnerability point , CSRF
which put the system in risk

Regards,
Marshida
on 10 Jun 2009 at 8:11 pm Prasad

Marshida,

We respect confidentiality and give high priority to security issues.

In the next build of 5.1.0, you should see fixes to open security issues.

If you do see any, please keep us reported directly.

Regards,
Prasad
vtiger Team
on 11 Jun 2009 at 2:31 am vp

Hello,
the product bundle feature is great, but it misses the quantity of products
for example you can have a bundle with 2 products A and 1 product B
It could be used for quantity prices also (2 products = 10% discount)
regards
on 11 Jun 2009 at 5:45 pm Raven

Hi,
i am using vtiger 5.0.4 and i can’t find a way to prevent users from creating/editing/deleting/viewing tickets of other groups. We have hardware support and software support and both groups should just see their own tickets. Is this possible? Will it be possible in version 5.1?
If i use vtiger on a development system (reports notices), the software is not usable because i get hundreds of warnings on each page. Some subpages don’t even work because they just have short php tags. I don’t know any php software that produces so many problems when it runs on a development system. Will the code of the new version be cleaner?

Regards,
Raven
on 12 Jun 2009 at 9:35 am mike

Raven:

The options you are referring to do, in fact, already exist in 5.0.4. They can be configured under Sharing Access from the Settings page. You need to setup an organizational sharing rule to privatize all the tickets and then a custom sharing rule to give access to the tickets on a group basis only. E.g. All tickets created by “roles and subordinates:hardware support” can be accessed (read/write) by “group:hardware support.” Hopefully that points you in the right direction.

As far as the warnings you get on every page, that is a problem with your development server and not the software. It is possible that your dev server does not meet the requirements of the software. I have implemented vtiger solutions on all kinds of servers/computers, and as long as the sys-requirements are correct you should not experience any issues.

Feel free to contact me if you like.

-Mike
on 13 Jun 2009 at 5:53 am Raven

Hi Mike,
thank you for your help with the tickets. I don’t know why i could not find that feature. It’s a little bit tricky to set up, but it seems to work.

My development server is ok. The vtiger setup suggests to disable notices of the php error reporting, but i didn’t want to to that on my development system. I’m using the notices to avoid misspellings in variables and array indices. (Shouldn’t everybody do this?)
I’m now using the php function ini_set to disable the notices in the vtiger’s index.php, so vtiger is usable on the development system and it don’t affect my own scripts.

Regards,
Raven
on 14 Jun 2009 at 4:06 pm Col

Hi Folks

I know you are continually being asked this, I do do know that good software development takes as long as it takes, but could you identify if you think that the release of 5.1 is likely to take place before the end of June 2009? Here in Australia, that’s the end of our financial year and I’m keen to introduce some new systems for next financial year that are dependentdent on 5.1. Or do you think the latest version is solid enough to use in a production environment yet (unofficially, of course)?

Thanks and keep up the great work.
on 14 Jun 2009 at 11:22 pm john beck property vault

Hi, your post was really interesting. I’m using John Beck’s program and my friend and I have been practicing it for a while now. We’re still looking around for potential properties. Our hard work will pay off.
on 16 Jun 2009 at 2:07 am Bill Deng

Hi team,

in quote,s/o and invoice module, when we open a quote (or s/o), we can only see the product name but cannot see the product No if we don’t edit it.

I think it’s a big problem to me, cause i have products with same name but different product No. that make me very difficult to identify the products if I have not export it out or edit it.

I think not only me face such situation?

Best regards,

Bill
on 16 Jun 2009 at 4:20 am Niko

Hi team,

I have a little problem with the product selction ( popup picker) which was mentioned by lynn.

I followed the instructions from the ticket and the changeset and now the “Select product” -button dont work, only if i click on a product it can be added to sales order/quote etc. No “mass selection” available.

Maybe i did something wrong?

Regards,
Niko
on 16 Jun 2009 at 4:54 am erick

guys,

please, open issues on http://trac.vtiger.com/cgi-bin/trac.cgi to organize the bugs..
on 16 Jun 2009 at 7:39 am Slipperyman

Hi team,
in quote,s/o and invoice module, when we open a quote (or s/o), we can only see the product name but cannot see the product No if we don’t edit it.
I think it’s a big problem to me, cause i have products with same name but different product No. that make me very difficult to identify the products if I have not export it out or edit it.
I think not only me face such situation?

Same here , much needed !!!!
on 17 Jun 2009 at 10:57 am TechGladiator

VTiger,

We too need to make a decission faily quickly as to when the 5.1 RC may become available. I keep on getting pressured by my guys to go with something else but I know the potencial for Vtiger. Can you give us some idea as to when this may happen?

Mike
on 17 Jun 2009 at 11:43 pm vp

VTiger,

We too need to make a decission faily quickly as to when the 5.1 RC may become available. I keep on getting pressured by my guys to go with something else but I know the potencial for Vtiger. Can you give us some idea as to when this may happen?

Mike

Same here, please let us know what your roadmap is…
Thanks
on 18 Jun 2009 at 6:07 am jukerpro

It’s been two weeks since I posted asking for an update and the reply was “We keep you posted soon”. I don’t usually consider two weeks “soon”. However, due to vTigerCRMs open source classification, I’m willing to bend.

All I’m after is a time frame. I’ve convinced clients that 5.1 is the way to go. I just need to tell them something… Anything…

Help…
on 18 Jun 2009 at 8:54 am Prasad

We are watching the discussions and issues reported.

Our team is working round-the-clock now to boost the performance of 5.1.0 and make it ready for RC. Due to this our activity on blogs have reduced. Sorry !!!

Hoping an RC release this month

Regards,
Prasad
vtiger Team
on 18 Jun 2009 at 11:36 am vp

Thanks Prasad for the news, and keep up the good work !
Best regards
on 18 Jun 2009 at 12:12 pm jukerpro

I agree with vp. Thanks for the update!!!
on 18 Jun 2009 at 12:57 pm erick

how to donate ?
on 19 Jun 2009 at 10:56 pm Deep

[Ranting Again!!]

Its been more than a year that we had our last release!!

All of vtiger implementors, must have lost millions dollars of business because of unable to give any firm date to their customers!!

We have been salivating with the upcoming features since last one year, but now also not sure when we can deliver them to our clients, so that they can write us a fat check!! [this month end also is just a RC]

We have 160 open issues in the trac and not all are performance related!!

[Prediction (though I wish I’m wrong)], after another few months vtiger team will release 5.1 and there will be still lots of issues and everyone will wait for 5.1.1. [And this is not vtiger never fixed the reported issues, but not many in community have tested the application enough and reported issues, they’ll do when 5.1 is released]

I love vtiger and planning/hoping to build my whole new business on it and also to give back to them, but I’m so desperate to see a well organised way of development and release process!!

vtiger has wonderful tech guys, no doubt, but I’m wondering if they have any business guys, who understand the market dynamics!!

[pls don’t hate me, I’m still a well wisher and wants you to get what you deserve].

Best Regards,
Deep
on 20 Jun 2009 at 11:58 am Max

Hey guys:

VTiger 5.1.0 is looking great! I am very excited for the RC.
on 21 Jun 2009 at 5:51 pm Gene

Hi vtiger team,

We’re also hoping that the Service Contracts can be viewed in the Accounts’ More Information.

Regards,

Gene
on 22 Jun 2009 at 3:51 pm erick

Why are we sit?

Lets help this guys, donate, open issues, offering help with programation problems and more.

Best regards,
erick_produtor@hotmail.com
on 24 Jun 2009 at 4:49 am siva

Great work VTiger Team.

You Rock.

regards
Siva.
on 24 Jun 2009 at 7:16 am Vic

Is there a way to assign multiple serial numbers to a service contract ? and when customer logs into the portal they can see which system(serial number) is under contract and which one is not so they can place tickets appropriately and from a business side you can control what’s covered and what is not covered for support and charge T&M for what’s not under contract.

The serial number field should also be present under the ticket tab in the customer portal for identification purposes.

Thank you
on 24 Jun 2009 at 4:56 pm James

Hi There

We are a small company in Wellington, New Zealand and absolutely love vTiger.

We are wondering if there will ever be a native timesheet application for vTiger. I know there are some you can add in, but they are quite buggy and don’t work well for us without lots of tweaking!

We would like to it so meetings that have been marked as “held” automatically appear in the assigned users timesheets, as well as be able to specify time was spent with a client on a support / consulting basis (without tickets) and be able to print them a bill for the support or consultancy time (varying rates) automatically.

Thanks for the great solution
-James
on 25 Jun 2009 at 1:58 pm Corby

Hi, I have been doing lots of googling to see if there is a way to be able to invoice straight from a trouble ticket ? Is this a feature that will be available in 5.1 ?

Cheers Corby

Good Work
on 25 Jun 2009 at 9:16 pm Prasad

Corby,

Invoicing trouble ticket is not available in 5.1

Regards,
Prasad
vtiger Team
on 27 Jun 2009 at 12:10 pm Miha J.

It would be nice to have a “Print” button under Contacts so you could print addresses on envelopes, all at once.
And the option to add a document starting with “Dear ” which would be filled with selected contacts data and printed, all at once.
This is something almost any CRM is missing.
on 30 Jun 2009 at 7:26 am Ehab

Hello,
i have installed Vtiger 5.0.4. then tried to install 5.1 build using the .exe , then choose migrate. but i always get the UTF 8 not supported error/
i also tried to do a fresh install using the .exe on a different machine. but still no luck.
please i need assisctance, do i need a different apache server than the one that comes with 5.0.4.?
please help
thank you
on 30 Jun 2009 at 7:32 am Prasad

Ehab,

Kindly wait for the next build and try the migration.

We have change the migration wizard (steps)

Regards,
Prasad
vtiger Team
on 30 Jun 2009 at 9:30 am Espen

Hi guy’s,

When do you expect to release 5.1??

1 day, 1 week 1 month, 1 year??

What do you expect???

Espen
on 01 Jul 2009 at 12:18 am Bjarke

INSTALLATION PROBLEM

Hi,

I have downloaded and tried to execute: http://www.vtiger.com/products/crm/510-val2/vtigercrm-5.1.0-val2.bin

My Apache version is Apache/2.2.3 (CentOS)
And my PHP version is Version 5.1.6

I am first asked if I want to install Apache 2.0.52 to which i say No.

Then I am asked if I have Apache on my server already and wish to use that to which I answer Yes

Finally I am asked if I want to install PHP version 5.1.2 to which I answer No

And then the these 3 questions loops for ever!

What do I do?
on 01 Jul 2009 at 2:32 am namburi

Dear Bjarke,

Sorry for the inconvenience.

If you already install apache php mysql in your server. You can continue with vtigercrm source installation in Linux server.

Please follow this wiki link which will give more information.

http://wiki.vtiger.com/index.php/Vtiger_CRM_5.0.4_-_Installation_Manual_for_Linux#Install_Source

please don’t use your existing apache and php with vtigercrm 504 bin ( Binary installation) use the bundled apache and php mysql with the vtigercrm bin.

Before installing vtigercrm 504 bin in your linux server you need to install Linux Dependency Packages.

Please check this wiki link.

http://wiki.vtiger.com/index.php/Vtiger_CRM_5.0.4_-_Installation_Manual_for_Linux#Operating_System_.28Linux.29_Dependency_Packages

Can you please share your server operating system which you are using for the vtigercrm bin installation.

Please get back to us, If you need more information regrading the vtigercrm 504 bin installation.
on 01 Jul 2009 at 5:13 am Bjarke

Dear Namburi,

I am running vTiger Ver 5.0.4 on the above mentioned installation without any problems.

I am refering to vTiger Version 5.1

The .bin file I am refering to is:
vTiger Ver 5.1.0 Validation 2

The links you have refered me to is Version 5.0.4

Please assist me with the abovementioned installation issue for 5.1

OS: CentOS Linux 5.3 Apache Version: Apache/2.2.3 (CentOS) PHP Version: 5.1.6 MySQL version: 5.0.45
on 01 Jul 2009 at 7:12 am namburi

Dear Bjarke,

My apologies for sending you help for vtigercrm 504.

You can follow the same procedure for the vtigercrm 510 val2 as you followed for vtigercrm 504.

As you already installed apache mysql php in your centos server.

Use vtigercrm 510 val2 source installation.
Download link: http://www.vtiger.com/products/crm/510-val2/vtigercrm-5.1.0-val2-Source.zip

Please check the below mentioned pdf, Which has the steps to install vtigercrm 510 val2 source in your server.

http://www.vtiger.com/archives/validation/5.1.0-val2/VtigerCRM_5.1.0_Installation_Changes.pdf

Please get back to us, If you have any doubts.
on 01 Jul 2009 at 11:37 pm edsays

Hi everyone,

Just wanted to say that I have had to choose SugarCRM over Vtiger, not because I think it is better but because of the lack of information (documentation, roadmap, forums, etc)and the lack help on the forums (just so happens that the unanswered issues are the exact ones that I am dealing with).
I was really hoping to implement vtiger as I think it is exactly what I need at the moment but I can’t justify wasting time trying to figure it out when there are alternatives which are far easier and quicker to implement, with far greater help when you need it.

Again, I think it is a great product but far mor attention needs to be paid to ease of deployment and ease of maintainace.
on 02 Jul 2009 at 12:47 am Prasad

@edsays,

Thank you for sharing the feedback about vtiger, we are taking step-by-step approach to make the product better and well documented. I’m confident that we will reach the goal going forward.

Regards,
Prasad
vtiger Team
on 02 Jul 2009 at 5:22 pm vic

Hi All,

I installed 5.1 and i created a contact. I received the emai lnotification with password and login but when I try to login I get:

Could not connect to server. Please contact the administrator.

Any ideas?

Thank you