Releases: oroinc/crm
Releases · oroinc/crm
Release Notes
List of fixed issues and improvements
- Improved email sync performance
- Fixed edit recurring event exception on activity list triggers error
- Fixed upgrade from 1.12 to 2.0 version due to Data audit migration
- Fixed upgrade from 1.12 to 2.0 version due to Business Customers migration
- Fixed upgrade from 1.12 to 2.0 version due to Translations migration
- Fixed converted Magento Card status should be corrected
- Fixed Customers/ Business Customers LTSV update is available via inline editing + Internal Server Error
- Fixed Menu settings could be changed by editing menu settings of another org
- Fixed incorrect behavior of displaying recurrent events after deleting one from the chain
- Fixed exception on emails global search
- Fixed unusable autocomplete account fields
Release Notes
List of fixed issues and improvements
- Fixed notice is occurred on each navigation action
- Fixed incorrect handling of multi-select type fields on any view page
- Fixed impossible to install Oro products
- Fixed absent "Channel" field in created via API Magento Customer
- Fixed Business Units may be removed with mass delete
- Fixed async import processor fails if file was removed
- Fixed PHP error during setup Chart Designer in Report manager
- Fixed a lot of duplicate messages for update email owner associations
- Fixed export functionality
- Fixed system Email Mailbox doesn't convert to Lead
- Updated Job Execution documentation in the Oro Book
- Added complex index to data audit table
- Fixed error with namespace after upgrade app from 1.12 to 2.0
- Fixed Calendar Events created via Outlook Add-in are forbidden for creator
- Fixed resetting grid filters after changing their current state
- Fixed error when deleting email/phone for Contact by inline editing
- Fixed 500 Internal Server Error when creating user via API
- Fixed Incorrect behavior of ESC button during the inline editing of date fields
- Fixed error when reloading grid after ACL changes
- Fixed Magento integration does not work and no errors are occurred
- Fixed Lost default sort order for Accounts grid
- Fixed Opportunity changes when submit form without new data
- Fixed UI artifacts in Place Magento Order iframe
- Fixed mistake in message when opportunity grid contains no records
- Fixed Accounts and Customers are not created during Magento sync
- Fixed Management Console > Reports & Segments > Leads > Leads By Geography > Appears js error when clicking to edit item
- Fixed Magento synchronization fails with fatal errors
- Fixed data audit fails with fatal after Magento synchronization
- Fixed Zendesk integration owner cannot loging to OroCRM
- Fixed Create Magento order transition do not work
- Fixed Incorrect behavior of Marketing List when new entity is created in the system
- Fixed Slow Ecommerce widget leads to 40 seconds login
- Fxied Slow deletion or impossible to delete Magento channel
- Fxied Slow My Sales Flow B2C widget
- Fixed do not skip Magento customers if some data is not matched to Oro
- Fxied Incorrect Country mapping during Magento synchronization
- Fxied Incorrect Guest customers processing leads to lost real customers
- Fixed Reports show incorrect value in budget amount field
- Fixed Email feature disabling works incorrectly for organization
2.1.0
In this release of OroCRM we improved our integration with OroCommerce by integrating sales opportunities and quotes.
OroCommerce integration
In this release, we have started integrating CRM pipeline management and forecasting tools—i.e. Leads and Opportunities, and Commerce sales fulfilment tools—RFQs, Quotes, and Orders. Please note that this is just the first step that will be followed with deeper integration in subsequent releases.
Create and manage quotes from opportunity
We have created a new Opportunity management workflow that allows sales reps to create quotes directly from the Opportunity view. All quotes that were created within a specific opportunity will be displayed in a corresponding section on its view. The sales rep can manage quotes from this grid in the same way they can manage them from quotes grid—i.e. edit, delete, or expire a quote.
This function will only be available if the opportunity is related to a Commerce customer; otherwise, the workflow will behave exactly like the standard Opportunity management flow that existed in previous versions.
Sales dashboard
Two new widgets instead of one
We have split old Business Sales Channel statistics widget into two: Lead statistics and Opportunity statistics. This change allowed us to enhance the resulting widgets with advanced filtering capabilities that were introduced for the Forecast widget in 1.10. Quick filters by territory were also added.
Reports and segments
Configurable reports
In order to allow users who either do not have permissions to edit a report, or do not want to edit the report but still need to see the up-to-date results, report builder now allows to:
- Enable grouping by date with different periods (daily, weekly, monthly, quarterly, yearly) for one of datetime columns in the report
- Skip empty time periods in groupings if necessary
- Filter data by an attribute even if it hasn’t been included as a report column.
Record limits in segments
The admin can now specify the maximum number of records in a segment. This can be useful if you need to choose only the top X records from a segment, e.g. only the top 100 of your customers by their lifetime sales value.
Other fixes and improvements
Activities
Create events for other users at Calendar view
If you have sufficient permissions, you can easily add events for other users at Calendar view.
Grid in Recent emails widget is now clickable
Enable or disable threaded view in My Emails page
Other
Better notification message for unsuccessful login after password reset
Release Notes
List of fixed issues and improvements
- Fixed unexpected connections to DB server
- Fixed Scroll and clicking doesn't work on "Manage filters" of "Add Context Entity" grid popup
- Fixed Configuration fields with enabled option 'Use default' available for edit
- Fixed Selectors are being available after saving the settings despite the related checkboxes
- Fixed Wrong email settings (login/password) passed to user configuration
- Fixed Default Datagrid filter type produces js error
- Fixed Submit form of activity might "Nesting level too deep" fatal error in in_array function
- Renamed HasElements and NoElements from oro_workflow.expression to oro_workflow.condition
- Fixed Broken all select controls in embedded grids
- Fixed mistake in error message when email was not delivered
- Fixed when user deletes multi-select options, excessive comma is still displayed
- Fixed can't save changes in Opportunity through edit form
- Fixed mistake in error message when deleting 1 marketing list record
- Fixed incorrect label "Add new Account" in Account field on Opportunity Create/Edit page when the user added new account
- Fixed mistake in message when opportunity grid contains no records
- Fuixd Add some message that clearly informs that user that he needs to specify at least one recipient while creating Email Notification Rule
- Fixed incorrect validation for Name field while creating new entity
- Fixed cannot delete all accounts by mass action
- Fixed two or more MailChimp integrations are not together
Release Notes
List of fixed issues and improvements
- Optimized unexpected connections to DB server
- Fixed Installation instructions produce a non-working installation
- Fixed Emails from system mailbox are not displayed in My Emails
- Fixed Consumer fails on export-import step
- Fixed "Recent emails" widget produces fatal
- Fixed Message queue consumer does not use refreshed doctrine metadata cache
- Fixed Default Datagrid filter type produces JS error
- Fixed Titles columns of first imported file carry over to following imported files
- Fixed Get rid of creation of new entities in get operations
- Fixed Notification rules are lost after migration to 2.0 version
- Fixed Viewing Custom Report with chart on a mobile device goes into a loop
- Fixed Submit form of activity might "Nesting level too deep" fatal error in in_array function
- Fixed Impossible to display workflow transition with comments field
- Fixed Impossible to select relation field in workflow transition attributes
- Fixed Configuration edit page is refreshed on after server validation of form is failed
- Fixed Grid export works incorrectly with empty columns that having same names
- Fixed Task information dialog doesn’t display html
- Fixed Server Error occurred during Abandoned Cart Campaign creating
- Fixed Internal Server Error while updating Customer name via inline editing
- Fixed Password is an extra column in entity fields for Magento Customer Marketing lists creation
- Fixed Mistake in error message when email was not delivered
- Fixed When user deletes multi-select options, excessive comma is still displayed
- Fixed Magento integration IFrames are not loading
- Fixed Incorrect label "Add new Account" in Account field on Opportunity Create/Edit page when the user added new account
- Fixed Incorrect error message when importing wrong file format
- Fixed Incorrect workflow items migration from 1.12 to 2.0
- Fixed Incorrect Reminders Namespaces migration from 1.12 to 2.0
- Fixed Incorrect Data Audit class namespaces migration from 1.12 to 2.0
- Fixed Incorrect migration of Navigation items from 1.12 to 2.0
- Fixed Cannot delete all accounts by mass action
- Fixed Two or more MailChimp integrations are not together
- Fixed Cannot choose organization when creating new user if there are few organizations in the system
Release Notes
List of fixed issues and improvements
- Fixed update schema for custom entity without fields
- Fixed upload Translation File does not work on languages management
- Fixed incorrect Email Messages Id and UID usage in IMAP integration
- Fixed Tag records namespaces after migration to 2.0 version
- Fixed web installer fails on wrong DB configuration
- Fixed wrong email settings (login/password) passed to user configuration
- Fixed Cron scheduled workflow transitions are not working
- Fixed not accessible all girds with workflows
- Fixed possible break of on calendar widget
- Fixed notification rules are lost after migration to 2.0 version
- Fixed impossible tp save changes in Opportunity through edit form
- Fixed deadlocks causing queries during consumer work
- Fixed Magento Channels are created in INACTIVE state
- Fixed Business Customers > Fatal Error on inline editing
- Fixed Embedded forms does not work after migration to 2.0
- Fixed Fixed Incorrect entity names in Channel view after migration to 2.0
- Fixed Incorrect workflow items migration from 1.12 to 2.0
Release Notes
List of fixed issues and improvements
- Fixed corrupted installation on replicated MySQL server
- Added handling for SwiftMailer SMTP transport exception
- Fixed Deleted Extended Entity causes Cache Warmup crash.
- Fixed custom field is not synchronized for entities with Redis configuration.
- Fixed configure system mail box configuration
- Removed unused oro_calendar.exception.form.type
- Added command to import addresses from Magento Customer to Contact
- Fixed Update from 1.9.3 to 2.0.1 is broken
- Fixed Magento Customers Place order
Release Notes
List of fixed issues and improvements
- Fixed Corrupted installation on replicated MySQL server
- Fixed "(%sign%)" instead of base currency symbol in the "Change history"
- Fixed incorrect display import forms errors
- Fixed Deleted Extended Entity causes Cache Warmup crash
- Fixed Emails and Thread Emails are displayed in duplicate
- Fixed Custom field is not synchronized with Redis cache
- Fixed Impossible to configure system mail box for some shared hosting
- Fixed Broken functionality of configurable export
- Fixed outdated documentation in OroWorkflowBundle
- Fixed Cron scheduled workflow transitions are not working
- Fixed Widget “Campaigns By Close Revenue ”: Total for campaign are shown incorrectly for “today” date range.
- Fixed System mailbox thread disappears
- Fixed Account grid error on edit opportunity page
- Fixed Update from 1.9.3 to 2.0.1 is broken
- Fixed Magento Place order does not work
- Fixed Magento Dashboard appears instead of Place Order dialog
- Fixed Pin doesn't delete when entity has been deleted
- Fixed Invalid interruption of AMQP(RabbitMQ) transport
Release Notes
List of fixed issues and improvements
- Fixed Emails and Thread Emails are displayed in duplicate
- Fixed System mailbox thread disappears
- Fixed Slow Opportunities count records on the grid
- Fixed Widget “Campaigns By Close Revenue ”: Total for campaign are shown incorrectly for “today” date range.
Release Notes
List of fixed issues and improvements
- Fixed Broken Forecast widget on month edges
- Fixed Close revenue field is not pre-filled on a Transition form
- Fixed Duplicated Accounts Grid View is not opened for some users
- Added Enable or disable threaded view in My Emails
- Improved Opportunities by Status widget performance
- Improved Opportunities count records on the grid performance
- Improved Leads count records on the grid performance
- Improved B2B Customers grid performance
- Improved Accounts data grid erformance
- Improved Magento data grid performance