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Releases: oroinc/crm

Release Notes

28 Sep 20:39
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List of improvements and fixed bugs:

  • Fixed check order statuses(canceled and completed) ignore case
  • Fixed filtered bool fields in grids for PgSQL

Release Notes

31 Aug 13:34
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Improved Email capabilities and features.

Multiple improvements have been made in order to provide email experience that is good enough to handle most email conversations with your customers from within OroCRM, eliminating the need to constantly switch back and forth with an email client.

  • You may now specify which folders of your mailbox you want to synchronize in order to sync only relevant conversations into OroCRM.
  • Added SMTP synchronization so now emails sent from within OroCRM will appear in another email clients, such as Gmail or Outlook.
  • Added Check Email button to My Emails page, allowing to quickly check for new email and receive it immediately.
  • Added indication of unread emails, allowing you quickly identify the unread correspondence. Read/unread status is synced with IMAP server, meaning that if you have read an email in OroCRM, it will be marked as read in other email clients.
  • Added "Compose email" actions to shortcuts and to My Emails page, making it possible to compose email from anywhere.
  • To, CC, and BCC fields of Compose Email dialog now support autocomplete, allowing you to input recipients quicker and more accurately. Autocomplete results include Contacts and Users, as well as recently used email addresses and addresses relevant to viewed record (e.g. email addresses of all customers within an Account)
  • Added Reply All action to email view, allowing to maintain email conversations with more than two participants.
  • Inline images may now be added to email bodies, templates and signatures, allowing you to illustrate your emails or add corporate style to them.
  • Email templates editor is now WYSIWYG (for HTML templates only).
  • New algorithm of IMAP synchronization has been implemented in order to improve performance.

Email automation.

This feature allows to set up corporate mailboxes that might be accessed by multiple users, e.g. a sales or support team, and configure automatic responses to the incoming correspondence as well as automatic creation of Leads or Cases from every letter, providing an effective solution for handling requests for sales or support respectively.

Permissions to view mailboxes might be added both to individual users and on role basis, making it easy to maintain proper access to mailbox. For every mailbox, you may configure multiple auto-response rules with different conditions and messages in order to create proper responses for different types of emails based on who sends them, what is written in emails, whether they are received in working hours or on weekends, etc. If a Case or Lead is created from an email, it will contain the original response in its Activity list, so a Sales representative or Support engineer will have all necessary information at hand and will be able to keep track of the conversation.

Record creation is handled by OroCRM process engine, so a developer may easily tweak existing processes or add new ones.

Other minor improvements.

  • Contact history and last contact date is tracked for all records, allowing to segment them based on number of contacts, or date or direction of last contact.
  • Tags may be used as filtering conditions in segments and grids
  • UX for Ecommerce Statistics widget has been improved

Release Notes

14 Aug 14:19
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List of improvements and fixed bugs:

  • Magento order items are now organization-aware
  • Fixed validation errors in REST API controller for Accounts

Release Notes

14 Aug 15:40
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List of improvements and fixed bugs:

  • Magento order items are now organization-aware
  • Fixed validation errors in REST API controller for Accounts

Release Notes

30 Jul 14:36
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List of improvements and fixed bugs:

  • Role entity is now extendable
  • Data types for Data Audit may now be added by developers
  • Fixed issues with date & time queries in Reports

Release Notes

09 Jul 14:24
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This release fixes a major security issue - a so-called Open Redirect that might be exploited to redirect users to third-party servers in an underhand way, and may potentially lead to steal of user's login and password.
Also fixed minor security issues.

Release Notes

08 Jul 16:10
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This release fixes a major security issue - a so-called Open Redirect that might be exploited to redirect users to third-party servers in an underhand way, and may potentially lead to steal of user's login and password.
Also fixed minor security issues.

Release Notes

03 Jul 15:22
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Oro Platform 1.7.3 dependency update

Release Notes

03 Jul 15:27
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List of improvements and fixed bugs

  • fixed issue Magento cart items during sync
  • fixed email html code visibility

Release Notes

15 Jun 15:17
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New features

Guest Magento customer profiles

With this feature we introduce a new type of Magento Customer – guest customers, i.e. those who for some reasons decided not to register in your Magento store but made a purchase anyway. Information collected during the guest check-out will be used to create Magento customer profiles that will look and behave exactly the same way as regular Magento customers except they won't be synced via integration and they won't have a current shopping cart.
If, at some later point in time, this customer chooses to register, his existing guest profile will be automatically connected to his Magento account and then kept in sync by the integration. If a customer deletes an account in Magento, the Magento customer profile in Oro will remain, but turns into a guest one.
Guest orders placed by registered customers will also be recognized and appended to their accounts, giving you the full picture of their purchases.
This feature may be disabled in Magento integration settings. It is turned on by default.

Items removed from Magento cart will be recorded in OroCRM

Shopping carts in OroCRM will now contain the entire history of what has been put into the cart and what has been removed from it, giving you more data for marketing segmentation and campaigning. It will now be possible to set filtering conditions on item state like:

  • filter all customers who do have item X in the cart
  • filter all customers who have ever added item X to their carts
  • filter all customers who have added but then removed item X from their carts

List of improvements and fixed bugs

  • Changed Oro Bridge detection to use soap getFunctions method
  • Improved Magento Region connector
  • Fixed "Create Magento Customer" is available for Organization without Magento Channel
  • Fixed Delete Marketing list provokes errors
  • Fixed error if add duplicate columns in Marketing list
  • Fixed import B2B Customer which is related to existing Lead
  • Fixed memory leak Sales Process