December 2012 – Update 2

We completed our second round of  platform updates on December 15th. In addition to 20 or so bugs that were identified and fixed, the following enhancements also went out: Share your calendar: Users can now see other users’ calendars by accessing the new ‘Shared Calendar’ page. Only calendars that have been made public or are otherwise shared with you can be added to your Shared Calendar page. Although hierarchy configurations had previously determined which calendars were visible to a users, it is not possible for anyone to selectively share calendars with anyone else. View key metrics on the home page A ‘Key Metrics’ widget has been placed on the home page of the new UI showing the number of records in the various lists (filters). Create lead conversion reports A new field called ‘Is converted from Lead’ has been added to opportunity records, allowing for easier reporting on leads converted by each sales person. A new task list You can now see all tasks assigned to you across all projects by clicking on the ‘Tasks List’ tab on the Projects page. Using filters, you can setup custom task lists, filtering for tasks that are assigned to you, those with a particular status, or any other criteria. Timestamps We received numerous requests to see the exact times events happened (such as comment post or update), as well as the currently shown elapsed time since an event happened. You can now see the exact time by hovering your mouse pointer over the elapsed time.
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Guest
nikos
4 years 7 months ago

shouldn’t demo.vtiger.com be updated to v6?

Guest
Kieran Kay
4 years 7 months ago

Thanks for the question, Nikos.

demo.vtiger.com reflects the most recent open source release available (which is 5.4). Vtiger 6 is currently under development and upon its release we will update demo.vtiger.com to Vtiger 6. As mentioned in a previous comment, Vtiger 6’s current code (under development) is available at http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/6.0.0/.

Guest
Russell
4 years 7 months ago

Excellent to see what you guys have been up to. I’m SO IMPRESSED with Vtiger & have just posted a link on my Facebook page. Keep up the fantastic work – we appreciate it!

Guest
Kieran Kay
4 years 7 months ago

Thanks so very much for the positive feedback, Russell. We really appreciate how supportive you’ve been! The feedback and questions that you send us are also tremendously helpful, as they guide our thinking about how we can improve Vtiger and its associated documentation and resources in future projects.

Guest
Akime Walters
4 years 7 months ago

Excellent CRM system, can’t wait for v6 to be released if it has not been released yet. Keep up the great work, you are empowering business World Wide…

Guest
Kieran Kay
4 years 7 months ago

Thanks, Akime! Almost all of our development resources go into Vtiger 6, but it’s been a huge undertaking (to rebuild an application from the ground up is never easy). We’ll definitely keep you posted!

Guest
Nico
4 years 7 months ago

When will it be possible to connect emails to an opportunity?

I think connecting emails to a contact only, it is a bit messy… I would like to have certain emails connected to the contact and the opportunity to have order.

Is this function under development? Is there a way to do that already in 5.4?

Thanks.

Guest
Kieran Kay
4 years 7 months ago

Hi Nico,

Thanks for reaching out! Unfortunately, linking an email to an opportunity isn’t possible at the moment. We wanted to avoid forcing users to perform cumbersome manual operations to keep emails organized, so we built the mail scanner to automatically match emails to records that share the recipient or sender addresses and left it there until a more elegant, non-cumbersome solution was developed for other associations. We can certainly discuss linking emails with other records, but I can’t guarantee anything in the near future in this area unfortunately. I’ve taken note of the suggestion (thank you for that!), and have put up for discussion.

Best regards,

Kieran

Guest
Nico
4 years 7 months ago

Clear and fast reply, amazing.

Many thanks and looking forward to the new release and the new features, you are doing a wonderful job.

Guest
Mel
4 years 7 months ago

Hi,

where can we find the update? I have looked in downloads but cannot see anything there. Another suggestion if I may, to be able to create multiple contacts to an organisation (i.e. with a relationship type field such as employee) and also to be able to link multiple organisations to a contact.

Brilliant application – I love it!

p.s. when will v6 be released?

Guest
Kieran Kay
4 years 7 months ago

Hi Mel, Thanks for your support and questions! You can actually link multiple contacts to an organization. In each contact record resides an “Organization Name” field. From here you can select the organization you want to associate it to, by name (it searches the organization records). If you access the organization record after creating this association, you will see any associated contacts under the “Contacts” tab on the right. Alternatively, you can create contacts that are automatically associated with the organization directly from this contacts tab. (I should also mention that while importing contacts, if you have a column with the associated organization in it, just map that to the “Organization Name” field upon import and the associations will be created automatically) Regarding associating multiple organizations with a single contact, it’s not currently possible because of some code conflicts at the moment. Once we have some more immediate issues out of the way, though, I’d definitely be interested in exploring the business process and client structure that makes this feature important. Lastly, Vtiger 6 doesn’t have an official release date. It’s the biggest challenge we’ve ever undertaken. Once we have more information and a more concrete release date you can… Read more »

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