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vtiger CRM 4.2 GA
July 18, 2005
We are pleased to announce the latest version of vtiger CRM. This release includes many new features and few bug fixes!
*****************
A. New Features
*****************
* Activity Management
* Manage recurring events (daily/weekly/monthly/yearly)
* Group/Shared calendar to plan meetings with vtiger CRM users without time conflicts
* UI enhancements related to overdue tasks in Activities list view
2. Lead Management
* Capture leads directly from your Web site to vtiger CRM
* Customize Online Lead Form as per your Web site requirements
* Create mailing lists and execute E-mail marketing campaigns
* Add multiple products to the leads
* Customize list of the leads as per users' requirements
* Create fully customizable lead reports
* Lead conversion mapping for all the custom fields
3. Account & Contact Management
* Generate quotes, sales orders, and invoices directly from the accounts and contacts
* Track history of all the products purchased by customers
4. Products Management
* Create Price Books and associate products with Price Books
* Procure products from the selected Vendors list
* Associate Trouble Tickets and Knowledge Base articles with products
* Ability to upload product images for easy identification
5. Sales Quotes
* Track outstanding quotes from the quotes list view
* Add Line Items to the quotes and update sub-total, taxes, adjustments, and grand total amounts
* Select different prices for the same product as per customer segment
* Create printer-friendly Sales Quotes and deliver to the prospect customers through in-built E-mail service
* Create Sales Order or Invoice with a single click from the Sales Quote
* Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect
* Display quotes related to accounts under the related list
* Customize Sales Quote fields as per your organization requirements
* Set up your company information to display your company address while creating PDF documents
6. Order Management
* Streamline organization-wide procurement and fulfillment processes by integrated Order Management with CRM
* Track outstanding orders from the Orders List View
* Procure products from the available Vendors/Manufacturers/Resellers list in vtiger CRM
* Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse
* Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements
* Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders
* Add Line Items to the Orders and update sub-total, taxes, adjustments, and grand total amounts automatically
* Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through in-built E-mail service
* Once the Sales Order is confirmed create Invoice from Sales Order with a single click
* Periodically notify the stock position to the concerned parties in your organization so that stock is always available to fulfill the outstanding orders
7. Invoices
* Track outstanding invoices from the Invoices list view
* Create printer-friendly Invoices and deliver to the customers through in-built E-mail service
* Customize Invoice fields as per your organization requirements
* Add Line Items to the Invoice and update sub-total, taxes, adjustments, and grand total amounts automatically
* Customize Invoice fields as per your organization requirements
* Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the customer while creating invoices
* Associate invoices with the General Ledger account for hassle free book keeping
8. Help Desk
* Manage product-wise Knowledge Base articles/FAQ
* Associate Articles with trouble tickets and products
* Provide public access to the Knowledge Base only after approval
* Update Articles/FAQ in vtiger CRM as based customer suggestions & comments
9. E-mail Integration
* Configure incoming E-mail servers on per user basis. Each user can retrieve his own E-mails
* Fetch E-mail messages through POP and IMAP services
* Setup multiple incoming E-mail servers
* Seamless integration between incoming E-mail messages and the corresponding contacts in vtiger CRM with a single click
* Fetch incoming E-mail messages as RSS feed in RSS module
* Send E-mail notification to the users when records are assigned to them or there is a deadline coming up
* Ready-to use E-mail templates
* Populate vtiger CRM user related fields in E-mail templates
* Export E-mail messages into CSV file
* Fetch inbound E-mails and associate to the contacts or create E-mails directly into vtiger CRM
* Send mass E-mails to the contacts and other users
10. Other Features
* Lead conversion feature within module access scope
* Generate quotes and sales orders, from the potentials
*****************
B. Bug Fixes
*****************
1. FORUM:1545 - Quotes, orders - working or not ?
2. FORUM:1560 - Can not change user password & problem with ordering system
3. FORUM:5512 - In custom fields calendar, when a calendar field in created, the calendar drop down does not appear
4. FORUM:5553 - Contact with apostrophe ' in name cannot own a ticket
5. FORUM:5795 - If you change the name of admin passwords are lost !!!
6. FORUM:5810 - In contacts module Brithdate shown as 0000-00-00
7. FORUM:4501 - Error message while associating user to a group
8. FORUM:4550 - Issue related to custom drop-down list order
9. FORUM:4039- Issue with duplicating a contact
10. FORUM:4073 - Normal user with no access to the settings is anyway able to change the profile of a role.
11. FORUM:1409 - Report Export to PDF
12. FORUM:1818 - Outlook Sync applies makes Calendar appointments 2020
13. FORUM:606 File Missing: testemailtemplateusage.php
14. FORUM:1294 - Problem with e-mail templates
15. FORUM:1050 - Subject of emails not imported - Need confirmation
16. FORUM:1276 - Converting Leads and assigning to user
17. FORUM:1270 - Bug in e-mail module
18. ORUM:1742 - Bug when assigning product from 2nd page to potential
19. FORUM:1772 - Bug: wrong date format when converting leads
20. FORUM:1559 - Tasks not working in Leads
21. FORUM: 5247 - Account search doesn't work
22. FORUM:5096 - Phone search
23. FORUM:5715 - Currency Support
24. FORUM:5795 - Roles and Passwords
25. SF1102842 - CSV import, problem with ä,ö,ü
26. SF1097215 - Mass Delete in Accounts, Contacts and Opportunities
27. SF1025603 - Phone in Task
28. SF1093989 - picklists - I18N
29. SF1090963 - wrong header caption in activities, history
30. SF1090711 - Duplicate entries in language translation
31. SF1095038 - Import Leads - No Mapping Fields
32. SF1093132 - Lead Import Fails - v3.2
33. SF1094944 - The leads dropdown list does not update
34. SF1090715 - Error on importing contacts from cvs file
35. SF1073179 - Importing .xls files but missing one of the column header
36. SF1073159 - Importing Problem
37. SF1087482 - user not deleted
38. SF1094950 - New E-mail - Error Message
39. SF1090721 - Meeting Contact - Unable to remove
40. SF 1090717 - New Note: Field Name missing
41. SF 1230595 - Custom Calendar in Tickets not working
42. SF 1221170 - Sort Notes
43. SF 1221036 - Orders
44. SF 1214401 - Contact birthday translation
45. SF 1214396 - Task start date and Calendar date scrambled
46. SF 1218633 - Phone Search not working
47. SF 1231325 - Error with open tickets link on home page
48. Create users without associating to any of the groups
49. Non-editable user name
50. Mandatory fields checks while configuring currency fields
51. Mandatory fields checks while configuring database backup server
52. The currency symbol which is set in Currency configuration, it is not reflected in dashboard graphs.
53. Field accessibility support not provided for Potential fields
*****************
C. Known Issues
*****************
1. FORUM:1816 - Outlook Plugin error in Outlook
2. FORUM:1818 - Outlook Sync applies makes Calendar appointments 2020
3. FORUM:1293 - Leads have disappeared - We turned off Leads for all users in the Sales profile. Now we have turned them back on in Settings and they still don't appear. When have restarted the server to completely restart all services just in case but that didn't fix it. Any ideas?
4. FORUM:1752 - Bug: Decimals lost in custom currency fields in products
5. FORUM:1831- Import Error CSV Leads (File size more than 2MB cannot be imported)
6. PDF report overlaps if the number of columns are more than the paper size and last few columns are hidden
7. While creating a new event from Ticket related list, ticket name is not displayed under Activity page
8. In Products related Price Book if edit link will point to Price Book edit view instead of Edit product list price
9. If an event is assigned to Group then in the users list the group members name is displayed
10. If an event is assigned to a team, if the team name is empty then also the event is being saved
11. In Lead Conversion, the type of custom field is not taken into consideration
12. If any of the events associated with recurring event is closed, all the related recurring events are also closed
13. In Reports, The Date fields in "Filter Options" will not be retained after clicking the 'Apply Filter' button
14. When a New Sales Order, Purchase Order, Invoice and Quotes are created from a Product Detail View, Account Name and Potential Name will not be populated.
15. In a Product Detail View if 'Add to Price Book' hyperlink is clicked and if no Price Book is present in the list, and if 'Add to Product' is selected, vtiger Home page will be displayed.
16. While generating reports the fields selected in 'Columns to Total' will not be displayed.
***************
D. Limitations
***************
1. Security is not implemented for Reports and Dashboards.
2. GIF images are not supported while generating PDF documents such as Quotes,Orders and Invoice.
NOTE: For more details about vtiger CRM 4.2 Release Notes, Please refer to the following URL:
http://www.vtiger.com/wiki/index.php/Vtiger_CRM_4_2_Release_Notes
-----------------------------------------------------------------------------------------------
vtiger CRM 4.2 Alpha
May 31, 2005
We are pleased to announce the latest version of vtiger CRM. This release includes many new features and few bug fixes!
******************************************************************************************
Note: vtiger CRM 4.2 Alpha is only for testing and can not be used for production purpose.
Please post Bugs at the following URL:
vtiger Discussions: http://www.vtiger.com/discussions/viewforum.php?f=12
******************************************************************************************
New Features
1. Quotes module
2. Order Management module (Purchase Orders & Sales Orders)
3. Invoices module
4. Price Books
5. Vendor/Suppliers Management
6. Customizable Reports
7. Customizable List Views
8. Customer Self-service Portal
9. RSS module
10. Event Reminders
11. Configurable Email Notifications
12. Incoming Email Support
--------------------
vtiger CRM 4.0.1
April 29, 2005
We are pleased to announce the latest version of vtiger CRM. This release
includes some of the new features and numerous bug fixes!
-------------
New Features
-------------
1) Default Organisation Fields - Fields that are not needed can be made hidden across the organisation.
2) Multiple Date format support.
3) Currency Support.
4) Customer Portal Beta Release - as an add on.
----------
Bug Fixes
----------
1) When time like '1:00' is given as input in new event, instead of '01:00',
an expection will be thrown in the calendar
2) Php warning fixes - contributed by joduba.
3) 'Sales Stage' column empty in Potentials table for Contacts and Accounts
Detail view.
4) Calendar icons not working in homepage in my pipline chart.
5) Delete confirmation for notes and attachments in all modules Related list.
6) Select Contact from Popup after navigation throws exception.
7) Duplicate entry in Notes listview, when created from Ticket Module.
8 Added 'Contact' in HelpDesk List View.
9) Issue in Description Update across modules when saved during edition.
10) Problem in Notes Update, when no attachment is given.
11) When a Custom field contains space, export query fails.
12) Intialising 'log_sql' variable in config.php - php warning fix
13) Show tickets in Detailview / Related listof contacts.
14) In Help Desk search 'Status' & 'Priority' given as combo.
15) Note Title should not be unique.
16) Problem in importing more than 1000 records.
17) In Email template big text is not supported
18 Paragraph support in email template
19) Amount size entry should be increased in Potentials (increase the digits)
20) Duplicate Email template entry when editing a template.
21) Notes and Attachment title/description display in related list
22) When selected a username in the popup window after search from
Activity/Email Detail View an exception is thrown.
23) After email export, the body field in document is empty.
24) Problem in HelpDesk Search based on Created Date.
25) When assigned, Contact Salutation type in email template, and used in
select email template, salutation type is empty.
26) Sorted by 'Contact' in Ticket List View.
27) Title field not validated when creating a new ticket
28) My Account' link in login page throws exception
29) Usename/creator will shown in all events in Calendar
30) In Account Advance Search 'State' field empty after giving a value to
search.
31) In Home Page my groups all the group entities are displayed
32) In Home Page My Activities, the Activity Link is not working.
33) The Group Name link is the User Detail View not working.
34) Email fiele length in accounts table modified from 30 to 100
35) Check Box custom field Search not working
36) Product search fields are interchaged between Basic and Advanced.
commision rate & Qty/Unit -- Moved from Basic to Advanced. Manufacturer &
category -- Moved from Advanced to Basic
37) Improper Link issue in Popup after search.
38) In Home Page My Tickets - Related to Contacts link are not working.
39) Unwanted includes in Calendar Removed
40) Sorting of Potentials in Home Page(Amount in Descending order)
41) Login History - improper login/logout time
42) Email Form Validation
43) Pipleline total not getting updated.
44) In Email List View displaying of Contact Issue.
45) Enabling Status for Call and Meetings.
46) Removing Notes, Products from Default Organisation Sharing.
47) Populating modified time during entity creation.
48) Edit and Duplicate of Attachments not working.
49) Displaying of Closed Ticket in Home Page.
50) Deleted entities are getting listed in Tracker.
51) Enabling History tabs in Leads, Contacts, Accounts and Potentials for
Activity History.
--------------------
vtiger CRM 4
March 29, 2005
We are pleased to announce the latest version of vtiger CRM. This release includes several new features and numerous bug fixes!
-------------
New Features
-------------
A. General
1. Database layer is redesigned for a better data integrity
2. Multiple database support for MySQL, Oracle, MSSQL, and Postgres through ADOdb (We have tested in MySQL and Oracle only)
3. Microsoft Office Plug-in to create mail merge templates in Microsoft Word and create on-the-fly documents with customer specific data in vtiger CRM
4. Mozilla Thunderbird Plug-in to add E-mail messages and addresses from Thunderbird to vtiger CRM
5. E-mail notifications to vtiger CRM users as well as customers instantly as well as periodically
6. Search enabled for all the fields (including custom fields) in various modules
7. Database migration from version 3.2 to version 4
8. Accessories, such as World Clock and Calculator
B. Lead Management
1. Filter leads list in Leads home page based on lead status
2. Change leads owner in bulk
3. Export Leads into Spreadsheet programs
C. Account Management
1. Filter accounts list in Accounts home page based on type of the account
2. Delete accounts in bulk
3. Change accounts owner in bulk
D. Contact Management
1. Delete contacts in bulk
2. Change contacts owner in bulk
3. Create mail merge documents for contacts
E. Opportunity Management
1. Notification of Big deals to the specific users/non users
2. Filter opportunities list in Opportunities home page based on the sales stage
3. Delete opportunities in bulk
F. Help desk
1. Automatically generate ticket ID while creating trouble tickets
2. Filter trouble tickets list in Help desk home page based on the priority of the ticket
3. Add/Modify custom fields in Help desk
G. Products
1. Enhanced the standard fields based on users feedback
2. Add/Modify custom fields in Products
H. Activity Management
1. All the activities (Tasks, Calls, and Meetings) can be managed in a Activities module
2. Calendar user interface is enhanced, with a small calendar in Home page
3. Synchronize calendar records with Microsoft Outlook
I. Studio:
1. Add custom fields in Helpdesk and Products modules
2. Modify the custom pick list values in all the modules
3. Custom objects for URL and boolean types
4. Enhanced user interface for product customization
J. Communication Templates:
1. Mail Merge Templates to create on-the-fly Microsoft Word documents based on customer data
2. Canned E-mail Notifications through Linux Cron Job/Window Scheduler:
K. Security Management
1. Manage Profiles and associate to the roles
2. Module level access control list for profiles
3. Field level access control list for profiles
4. Organization level record sharing model
5. User management from Settings module
L. System Administration
1. Outgoing Email server configuration
2. Database backup server configuration
We have also provided the following features requested in Sourceforge.net and vtiger Discussions:
SourceForge
1. 1157343: Custom fields for tickets
2. 1108850: Mozilla Thunderbird (Non-MS Outlook) Plugin
3. 1069886: PostgreSQL Support
4. 1050500: HelpDesk or Trouble ticketing
vtiger Discussions
1. RC1 - Leads : Sorting Lead List - by eberled
2. Database management (database backup) - by eberled and ITPM
3. Enable/Disable Import/Export features according to the user's profile - by bwoo and fredy
4. Small Calendar in Home page
5. Department instead of Account in Contact list - by joduba
6. Delete contacts in bulk - by david and Bez
7. Delete users - by Jim
8. ACL on data - Stefano
9. Groups and user level security - by Jay McDonald
----------------
Important Notes
----------------
* We have tested vtiger CRM 4 in MySQL and Oracle database software. Though we didn't tested in other database software, we feel it should work.
* Cases Module is phased out (Help desk module take care of all the customer support related features)
* Opportunities module is renamed as Potentials
* Tasks, Calls and, Meetings modules are phased out (Activities module take care of all the tasks and events related features)
----------
Bug Fixes
----------
We have fixed the following issues reported in Sourceforge.net and vtiger Discussions:
SourceForge.net
----------------
1. 1087474: suggestion
2. 1169597: Tab Order in data entry is inconvenient
3. 1158945: Cancel button behavior 2
4. 1158943: Cancel button behavior
5. 1161346: RC1 - Custom field Date not working
6. 1157577: Account View -- Contact Name
7. 1158932: RC1- Need "Select Product" on Potentials
8. 1158934: RC1 - Need select multiple products on Activities
9. 1158934: RC1 - Need select multiple products on Activities - Richie Please check it is promised in sf.net
10. 1160628: Deleted tickets are still visible in the account overview
11. 1160522: minor issues in RC 1
12. 1157581: BusinessCard.php
13. 1158473: double $contact_id definition in modules/Calendar/UserCalend
14. 1157587: website character needs to be longer
15. 1157583: redirection limit for url exceeded
16. 1156560: Single quotation mark not handled when creating new note
17. 1069310: Time out during contact import
18. 1156463: Outlook Plug-in Error: wrong encryption string
19. 1111432: Meetings get duplicated views after editing
20. 1152457: V3.2 Log-In Recognition
21. 1151958: Leads "Change Status" button doesn't work
22. 1151793: Editing lead errors
23. 1145907: exporting xls to leads -
24. 1087484: user deleted problem
25. 1122448: export of opportunities
26. 1122446: upload file size hardwired
27. 1119621: PHP Error when cancelling editing of a ticket
28. 1116923: Custom contacts import fails if no last name specified
29. 1116919: CVS Import bombs when data contain single quote
30. 1032651: New Attachment - Error message
vtiger Discussions
------------------
1. Displaying the corresponding lead in Meeting/Call/Task modules
2. Activity - missing confirmation on deleting activities - by fredy
3. RC1 - Potentials "Only my items" not working - by eberled
4. RC1 - Potentials sorting tables returns an error - by eberled
5. RC1 Helpdesk - 'Assigned to' vs. 'Group' - by eberled
6. RC1 - Helpdesk: Changing a ticket doesn't work - by eberled
7. RC1- Homepage / Helpdesk : all tickets are listed - by eberled
8. RC1 - Helpdesk : Account and Contact Name - by eberled
9. RC1- Settings: Communication Templates - by eberled
10. Unable to tab - by 829
11. Email to Contacts and Mass Mail - by Jay
12. blank.gif doesnt display - by timb
13. RC1 - Product commission rate needs decimal field -by dchaffee
14. RC1 - Potentials sorting tables returns an error - by eberled
15. Bugs in table insert statements during a new installation - by pab63
16. RC1 - Selecting a contact shows only name and no firstname - by eberled
17. Problem installing on subdomain - by cyberox
18. help desk trouble ticket - by 829
19. RC1 - Admin-Page: Empty Link in top right corner - by eberled
20. RC1 - Admin Page: Wrong mail server password shown - by eberled
21. RC1 - Admin : Creating User ( input field tab order) -by eberled
22. Accentuated characters - by bigtime
23. Can't create new leads, contacts, accounts - by Peter -
24. RC1 - Admin : Show users related to a group not working - by eberled
25. RC1 - Account : Description Information - by eberled
26. RC1- Accounts : Searching for - by eberled
27. RC1 - Leads : Input field tab order - by eberled
28. RC1 - Leads : Input field for postalcode to large - by eberled
29. vtiger DIscussions: RC1 - Accounts : Please show first name under contacts - by eberled
30. RC1 - Contacts: Notes not created using 'Add buisness Card' - by eberled
31. RC1 - Contacts : Advanced search - by eberled
32. RC1 - Potentials: Expected Close Date - by eberled
33. RC1 - Helpdesk : Searching - by eberled
34. RC1 - Helpdesk : Searching II - by eberled
35. RC1 - Accounts Detailview : empty 'Last modified date' - by eberled
36. Problems with Thunderbird plugin - by mike
37. vTiger CRM 4 (RC1) - Save Record Failure -
38. User withread-only access to the contacts. However this user can easily 'mass delete' all contacts.
39. Unable to install Outlook plugin 4 RC 1 - by Christian
40. RC1 Thunderbird plugin doesn\'t work
41. Calculator bug - by 829
42. Outlook Plugin Issues (outlook 2003) - by adrian
43. vtiger Outlook Plugin 4.0.1 beta Release - by adrian
44. CRM 4 RC1 problem or not? -
45. Problem installing RC1 - by stelaix
46. Install Errors in step 5 - by pab
47. Some Contact fields not synching - by Tareef
48. vtiger v4 - How do you add a manufacturer? -
49. Contacts in vtiger Outlook related - Maarten
50. RC1 - Product search to include Category, Manufacturer - by dchaffee
51. RC1 - Products - No way to update product category field - by dchaffee
52. Product commission rate needs decimal field - by dchaffee
53. RC1 - New Notes for Tickets - by nuguid
54. RC1 - Settings: Picklist - by eberled
55. RC1- Settings : Helpdesk Picklist doesn't work - by eberled
56. RC1 - Setting : Picklist values for Sales Stages - by eberled
57. RC1 - Home : My Group Allocation - by eberled
58. RC1 - Page Admin - by eberled
Known Issues
1. 1111896: Outlook raises a security alert when adding email with vtiger Outlook Plug-in
2. In Windowos OS, System Inoformantion is not displayed
3. While importing leads, accounts, contacts, and potentials the XLS file format can be browsed even though the allowed file format is CSV.
----------------------------
vtiger CRM 4 Beta
January 10, 2005
We are pleased to announce the latest version of vtiger CRM.
New Features:
1. Help Desk module to handle trouble tickets, Frequently Asked Questions and Support Statistics
2. Products module to add company wide products related information at a centralized location
3. Mail merge Templates
4. Sending Mass E-mails to contacts
5. Delete attachments
6. Add/Sync Email attachments using vtiger Outlook Plug-in from Microsoft(R) Outlook(R) to vtiger CRM
7. Add/Sync tasks using vtiger Outlook Plug-in from Microsoft(R) Outlook(R) to vtiger CRM
8. Creating Groups and assigning users to groups
9. Assigning leads/tickets to groups/individuals
10. New theme 'Blue' has been added
Issues Fixed:
We have fixed the following issues reported in Sourceforge.net:
1. 1093648 - Attachment contains extra footer
2. 1097245 - Email Field in Leads - 25 chars
3. 1093120 - User name doesn't appear in meetings
4. 1090718 - Meeting User - Unable to remove
5. 1092763 - Meeting attendee list does not list user's Name
6. 1094922 - New Attachment - Error Message
7. 1089207 - problem in emails
8. 1089136 - need attachment
9. 1037521 - Attachment/Import - Error message
10. 1032707 - Unable to view/Save the Attachments
11. 1019074 - handle mysql data
12. 1028989 - Print Problem
13. 1085617 - Wrong focus after deleting cases/contacts/opportunities
14. 1089627 - Problem with vtiger. 25 Character email limit
15. 1090721 - Meeting Contact - Unable to remove
16. 1090279 - Export Custom Fields - Not working
17. 1098475: Contacts: Field TITLE is too short
18. 1093669 - Delete attachments
19. Support for Latest versions of Apache and MySQL in installation wizard (Both Linux and Windows).
----------------------------
vtiger CRM 3.2.1
December 21, 2004
We are pleased to announce the latest version of vtiger CRM.
New Features:
1. Basic Calendar support
2. German and Dutch Languages Support
Issues Fixed:
a) Duration minutes in calls not getting saved when a new call is created is fixed.
b) On deleting any entity, the Leads List View page getting displayed is fixed.
c) Internationalisation support for Custom Fields provided.
d) Internationalistaion support for Pick List Value Customization provided.
e) Quick create form is getting displayed now.
f) Empty Line Space appearing between the heading and List view table in module Lead and MessageBoard is fixed
g) Proper Message display is done when a user with no delete privileges tries to delete the entity.
h) vtiger Outlook Plug-in in server side fixes related to performance improvement.
---------------------------
vtiger CRM 3.2
December 13, 2004
We are pleased to announce the latest version of vtiger CRM.
New Features:
a) Custom Field Support
b) Security Support
c) Migration from 3.0 to 3.2
----------------------------
vtiger CRM 3
November 8, 2004
We are pleased to announce the latest version of vtiger CRM.
New features:
a) Support for accessing vtiger CRM server from Microsoft Outlook behind Proxy settings
b) Synchronize customer specific tasks in between Microsft Outlook and vtiger CRM.
c) Integrated Message Boards with vtiger CRM, which can be used to share customer knowledge among CRM service users.
---------------------
vtiger CRM 3.0 Beta
October 7, 2004
We are pleased to announce the latest version of vtiger CRM.
The new features are:
a) Released vtiger Outlook Plug-in, business productivity enhancement utility for Microsoft Outlook users. It is an open source project covered under vtiger Public License 1.0 based on Mozilla Public License 1.1.
---------------------
vtiger CRM 2.0
September 6, 2004
We are pleased to announce the latest version of vtiger CRM.
The new features are:
a) DRAG and DROP of the tabs!!
This was achieved after working for quite a long time in the labs, not to
mention many sleepless nights!.
By using this feature, you can customize the tabs that you want to work with.
Do let us know what you feel about it.
b) Lead Management
Sales reps can create leads and initiate the CRM cycle.
We have tried to incorporate all the required features during this short period.
Do let us know if you would like to see some more features.
c) Import Leads from External Sources
Sales reps can import leads to vtiger CRM from external sources, such as Microsoft Outlook,
ACT, GoldMine, and others in *.XLS file format. This feature eliminates the manual
data entry and enhances the Sales rep's productivity.
d) Attach Files
Sales reps can attach sales-related materials, such as marketing collaterals, presentations,
price quotes, and others, so that they can instantly access the related documents while
dealing with leads/opportunities, accounts, and contacts.
Send your feedback, which is vital for our understanding your needs.
-------------------------------------------------------------------------------------------------------------
vtiger CRM 1.0
August 26, 2004
-=Overview=-
After several months of working on our CRM solution, based on Apache, MySQL and other open source components, we came across a SourceForge open source project initiated by SugarCRM, having the same vision, and doing something very similar to what we were doing. They started out with the same premise we did, namely that CRM software is needlessly expensive, and hosted offerings only pretend to be affordable. While we were getting ready with our offering, the open source project had already launched it; the underlying infrastructure of Apache and MySQL was similar to what we were doing, and most importantly, the SugarCRM Public License allowed us to create distributions based on this code (SPL - a copy of Version 1.1.2 is found here, and the URL is at http://www.sugarcrm.com/home/content/view/35/86/) we decided it would be even faster to adopt that as our core and add value on top, an example of open source based collaboration.
We gratefully acknowledge the contribution made by SugarCRM, and we intend to actively participate and lead in bringing this vision of affordable enterprise applications, but we make it clear that vtiger is not affiliated with nor is endorsed by SugarCRM.
The team at vtiger CRM is pleased to announce the v1.0 the first release of vtiger CRM Open Source project.
This first release of vtiger.Sales is best suited for small sales forces. If
you're looking to manage the basics of sales deals where every user can see
all of the data in the system, then vtiger.Sales v1.0 is right for you. Over the next few months, we will be building out vtiger.Sales to meet the needs of larger, multi-national sales forces that need features like forecasting, data access permissions and internationalization.
Please feel free to send your valuable comments to contact@vtiger.com so that we can have a better CRM product at free of cost. Check out our website at http://www.vtiger.com for support forums, detailed product information, our future plan and much more.
-=Features=-
We have incorporated the following features in this release based on SugarCRM.
Opportunities
vtiger.Sales provides a complete, yet easy-to-use Opportunities module. From deal size to each contact’s role, from listing the competitors to tracking the lead source, sales reps can easily manage each sales opportunity to completion.
Accounts & Contacts
With the Accounts & Contacts module, you can easily enter and update key account and contact information. Tracking and staying in touch with your customers is simply a click away.
Activity & Task Management
Managing your customer interactions is at the heart of a sales automation application. vtiger.Sales provides a simple and clean set of tools for quickly tracking tasks, phone calls, emails and meetings.
Notes & Attachments
Easily keep notes on every contact, opportunity or account.
Home Screen
Focus on the right activities with a quick view of your top opportunities, pipeline, today's appointments and task list.
Dashboard
A picture is always worth a thousand words. With the dashboard module, you can graphically view how your opportunities breakdown by sales stage or industry.
Administration
Easily manage all the users in the system, their passwords, user interface themes and more.