Release Notes

Removed install.bat/install.sh

Application can be installed using either installation wizard or using oro:install console command.

Workflow transitions

Implemented several improvements for workflow transitions:

• all data entry for workflow will be done in transitions windows.
• transition is displayed in a modal window that shows the relevant form for the transition if all preconditions are met. If not a notice about precondition that need to be met will be displayed
• the result of submitting the Transition Form will be either move to target step of workflow if all conditions are met for entered data. Or error informing the user what needs to be completed or what conditions have not been met to be able to transition to next step;
• attributes can be shown in workflow step form in read-only mode as a table.
• attributes moved from step to transitions
• added new fields to the sales flow from lead and contact: Middle name, Name prefix and Name suffix

Make all entities as Extended

Removed dependency on flexible bundle from all entities.
From now all system entities (entities created by developer, i.e. User, Accounts, …) are extendable, so user can create custom fields for them.

End support for Internet Explorer 9

From 1.0.0-Beta 4 release BAP and OroCRM will not support IE9.

Release Notes

Oro Platform Beta 3 dependency changes

Release Notes

Oro Platform Beta 2 dependency changes

System Requirements Changes

PHP v.5.4.4. and above

Release Notes

CRM Entities reports

Added reports for CRM entities:

• accounts life time
• accounts by opportunities
• leads by date
• opportunities by sales workflow step
• won opportunities by period

These reports demonstrate the approach that we will follow to create other reports. Reports are presented using the Oro Grid.

Custom entities and custom fields

Custom fields can be added to entities marked as extended. This ability was added to the Contact, Leads and Opportunity entities as an example. These fields are added on edit/create form, view page and grid (according to configuration).
Custom entities management appears in System -> Entities -> ... sub-menu, after creating and applying schema.

Contacts Import/Export

Added ability to import/export contacts from/to CSV format.

Account association with contacts

Implemented a more intuitive way to assign contacts to an account from "Account edit" page. Grid with contacts appears in a popup after clicking on "Add" button, selected contacts are presented as "business cards" with short information, user can see more details clicking on a card title. Added ability to choose "Default" contact for an account, first and last name of this contact will be shown in accounts grid.

Release Notes

Leads and Opportunities

Flexible Workflow Engine (FWE)

Added ability to define workflows for CRM entities using .yml workflow definition schema, each bundle can define its own workflows.
Implemented (B2B) sales process workflows for Leads and Opportunities using FWE.

Release Notes

Contacts Improvements

• Information on contact view page was split in to two blocks: Contact information and Address Book. Thus we started implementing new UX concept that implies grouping information in different blocks;
• For now design of this page is still in progress, we are experimenting with different options to find the best design; added ability to manage addresses from contact view page with Google Maps API support;
• Added support of multiple Emails and Phones for Contact.
• Mass delete action added to Contacts Grid

Release Notes

Address Types Management

Added ability to set different type of addresses in a Contact’s Address Book and the ability to mark one address as primary to be used in the contact grid.

Release Notes

Many-to-many relation between Contacts and Accounts

User can define these relations during create and edit.

Added ability to sort Contacts and Accounts by Phone and Email in a Grid

Were removed collections of Phones and Emails for Contacts and Accounts and added simple text fields instead. Now if you need some additional email or phone you should add new attribute to entity. In future this will be changed with more useful and flexible feature.