vTiger CRM v4.2

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 �,�,� 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 pro