BrowserCRM

Version 5.100.00 Release Notes 17 September 2008

/pub security issue fix

Removed login page js files

Language files in utf-8

Calendar share settings exclude archived users

remove login page js files

Moved Quicklinks: webform, module editor for Admin only

Fixed next action on posting new Contact

Update labelling from Entities to Contact Records

Fix for Output not escaping toolbar labels.

Simplified browsercrm.com/help/support links

Fix Company Name field label

Menu/toolbar escaping - for Fr/It languages

New Turkish translation in UTF-8

Mail - fixed position of replied-to column

Calendar week % bug fixed

Fixed css includes for non-existent/optional skin files.

Improved Admin pages link to Data Options.

Change data-options for easier custom field setup

Exclude any foreign fields from Import lists

Change acc*, gender, spouse, assistant fields to display-on-view when empty by default

Change the editing of Person/Company custom fields so fields are in main section.

Changed data-options to 'exclude' for Contact__item: company_edit, company_view, person_edit, person_view

Auto add foreign Contact-partner field for a custom Person/Company field (a custom Contact field is fine, doesn't need a foreign-partner)

Fix contact piece table width with css change.

Improve contact piece action links with css

Fix Contact top tabs css for Address, Info, Custom field panels.

Fixed Contact display name format on import

Update display name format for sample data

Improve import data options (all on exclude basis)

Re-order import field dropdown list

Improve cleaning of import file field names

Fix for rebuilding cache in Database Service to exclude tables from non-registered modules.

Fix for removing a module, rebuilding cache.

Better Module Editor navigation with toolbars and filtered module list.

Fixed Module Editor 'New Field' label

Filters expansion issue resolved with change to css

Files: download bug

Jobs module: added Target Date, Assigned To fields. Changed Description to not reqd.

Jobs alert filter issue - has been fixed

Changed default Export/quickExport data option to 'export'.

Added export data options to Contact, Company, Person, Tasks, Notes, Jobs, Opportunities, TemplateNewModule and Calendar

Added export tools to Opportunities, Jobs, Notes, Calendar, TemplateNewModule modules.

Created new import samples: Outlook, sample: utf-8

New import templates with saved field mappings

Version 5.002.00 Release Notes 11 February 2008

Fix for Import.

Renaming of Contacts to All Entities.

Various enhancements to setup.

Change to default character set utf-8.

Version 5.001.00 Release Notes 19th November 2007

User Interface fixes for Internet Explorer 7 and Safari on Mac.

General user interface enhancements.

Significant improvements to People & Company module configurations; fixes for foreign fields, sorting, menu based filters.

Change to default home page to avoid memory limit issues in some configurations.

Improved import script; fixes for merging and improved memory handling for large imports.

Fix for hiding the sidebar on load

Fix default value for url fields

Version 5.000.01 Release Notes 5th September 2007

This major release contains significant user interface changes, and Contact module and WebForm structure changes.

Version 5.000.01 contains several minor bug fixes from version 5.000.00. We recommend upgrading to this version.

Note: Existing version 4 customers need to be running at least version 4.624.00 prior to upgrading to version 5. The setup process is the same as any other BrowserCRM upgrade.

The Contact address structure changes mean clients with custom fields in the Address modules and custom WebForms written for version 4 should contact BrowserCRM to discuss upgrading.

Clients considering upgrading from Version 4 are invited to view the changes through the BrowserCRM Live Demo.

Version 5.000.00 Release Notes 31st August 2007

BrowserCRM version 5 is available for download.

Note: Existing version 4 customers need to be running at least version 4.624.00 prior to upgrading to version 5. Upgrading to version 5 is the same as any other BrowserCRM upgrade. In this version, the online setup script will upgrade your installation to 4.999 first. This makes all the necessary changes from version 4 to version 5. After this, you will need to click the 'Setup' link again and re-enter your database password to make the final changes to upgrade the system to version 5.

Beta Version 4.999.20 Release Notes 28th August 2007

BrowserCRM version 5 beta is available for new installations only. At this stage there is no upgrade script for existing installations.

Beta Version 4.691.01 Release Notes 17th August 2007

BrowserCRM version 5 beta is available for new installations only. At this stage there is no upgrade script for existing installations.

Version 4.624.90 Release Notes 15th June 2007

Minor release.
Import - contact count fix.
Mail signatures handling improvement.
Bookmark - improved bookmark handling for custom modules.
Output utf-8 enhancements.
PHP Mailer 'cc' bug fix.
Calendar filters can be individually overridden in module extensions.
Module editor seen table bug fix.
Module editor custom Date Time fields stored internally as timestamps.

Version 4.624.80 Release Notes 28rd May 2007

Minor release. Improved handling of utf-8 character set. Necessary for inputting and displayed various non iso-8859-* languages.
New installations: during setup, click the 'advanced settings' link on the database setup screen and select 'utf-8' from the charset dropdown.
Existing installations: manually edit the browsercrm/config.inc.php file and alter the setting
$config['charset'] = 'iso-8859-1';
to
$config['charset'] = 'utf-8';
You will need to rebuild the cache after making this change.
Log in to BrowserCRM as an Administrator.
Click 'Settings'.
Click 'Manage Installation'.
Click 'Rebuild Cache'

Version 4.624.70 Release Notes 23rd May 2007

Minor release. Various behind the scenes improvements.

Version 4.624.60 Release Notes 20th April 2007

Minor release.

Calendar, Files - alternative list page data options added.

Import - bug fix. Imported data assigned correctly to company or person (whichever exists) .

Files - version lists. Can view a saved files version history and upload a new version of a file.

Various modules: Display links in text fields. When viewing textareas in various modules, URLs and email addresses are displayed as links. URLs open in a new browser window/tab. Email addresses link to the BrowserCRM email compose page.

Version 4.624.50 Release Notes 10th April 2007

Minor release.

Data Cleanup - Contact display name format can be updated for all people based on the default 'Person Name Format' preference.
To run the script:
Click 'Settings' | 'Manage Installation' | Cleanup Data'. Select 'People' and press 'Submit'.
To change the display name format: Click 'Settings', scroll down to the 'People' row. Click 'Default' (preferences). Set the 'Person Name format'. Tick both checkboxes (override for all users, block users from altering the preference). Click 'Submit'.

Mail - minor error logging improvement for unknown multipart mime decoding.

Version 4.624.01 Release Notes 15th March 2007

Minor release.

Memo module - Added a new filter 'Active' to display all inbox and sent items that have not been archived or deleted.

Import - bug fix for new database cache functionality.

Version 4.624.00 Release Notes 13th March 2007

Opportunities module - Total Amount summary displayed on list, desktop, and contact view screens. This is the total amount for all items in the current list. When paging is in effect, click 'Show All' to reload the list page and update the total amount.

Mail - Empty Trash functionality implemented. From the Mail 'Trash' filter, users can delete all items they have the right to edit with one click. Requires the user to have write access to the Mail module, and the 'Allow Mail Delete' preference set accordingly.

Mail - email attachments functionality and display improved.

Mail - pop account test. Users can test settings for receive accounts from the receive account view page.

Mail - bug fix - previous actions display change.

General - database security measures enhanced.

Account - language text processed for main filters.

Preferences - language text processed for skin names.

Various Modules - 'Last Update' field available in data options and Advanced Search filters.

Database - caching implemented for table information.

Version 4.622.00 Release Notes 1st March 2007

Desktop - minor enhancements to tab set, Getting started content, and links for the Memo and Mail modules.

Calendar - user preferences to set preferred start day for the week, and start month for the year (defaults to Sunday and January).

Online help updated - click 'Help' in BrowserCRM to load.

Mail, Memo, and Calendar - minor database changes to improve query speed.

Mail module contact filtering improvement - affects contact view and mail list pages.

Improved alert count processing on contact view pages.

Version 4.620.01 Release Notes 2nd February 2007

BrowserCRM skin changes - "Plain", "Classic Metal", "Blue Ice"

Getting Started - Example walk-through tutorial Video links

Mail module:
data option changes reveal more fields in contact view, desktop, and search tabs.
New user preference to skip the sent email confirmation message.
pop and smtp accounts - users can now specify port number and ssl mode when creating accounts.
Download options: for pop accounts, specify whether to check for new messages automatically, manually, or never.

Tab enhancements for contact view, search, and desktop views.

Authentication change - more secure password algorithm

WebForms - first stage of new WebForm functionality.
Clients with existing WebForms should contact BrowserCRM to discuss upgrading.

Bug fixes: Admin - setting preferences for other users
Contact module alert interval
KnowledgeBase category permissions

Version 4.619.00 Release Notes 7th January 2007

Added skin 'New Metal'.

Minor changes to installation web server tests.

Version 4.618.00 Release Notes 5th December 2006

Contact view - Internet Explorer tabs bug fixed.

BrowserCRM messaging display improvements.

Data cleanup - extended for Contacts to create Account records where appropriate

Caching fix - recent versions required PHP 4.2 function var_export.
This requirement has been removed and BrowserCRM will run without needing var_export.

Licencing - improved messaging when files not writeable.

Version 4.617.00 Release Notes 29th November 2006

Default constraints can be applied to selected modules through user preferences. Allows a user to select one of the available constraints (Mine, Unseen, Alerts) to be used by default in a modules list page.

New skin. Click 'Settings' in the BrowserCRM menu and then 'Select Skin' to choose your preferred skin.

Contact view setup - can optionally show item count, alert count, and select how many items to show in each contact piece. Users can change any or all of these options to have greater control over the content displayed on contact view pages.

Preferences - common user preferences cached. Performance enhancement.

Version 4.616.00 Release Notes 23rd November 2006

Installation enhancements for MySQL 5.1 in strict mode, and various IIS issues.

Version 4.615.11 Release Notes 17th November 2006

Import is enhanced with assistance easily on call from our technical team.

Version 4.615.10 Release Notes 15th November 2006

Various behind the scenes enhancements.

Desktop: New filter options 'All' or 'Mine'. Displays all viewable items that meet the desktop crieria, or only those owned by / assighed to the current user.

Search: New user preference to include / exclude custom fields from Searches.

Version 4.614.00 Release Notes 20th October 2006

List pages: New 'Alternate' display mode. Displays list page with additional fields without 'trimming' content fields.

Contact list: multiple addresses - new feature to display the Contact list page with multiple addresses per contact.

Calendar: enhanced Calendar user share settings

Contacts / Account: New checkbox status field (live/dead) to monitor account status.

Version 4.612.00 Release Notes 29th September 2006

Improved 'browse view' functionality for iterating through a list of items.

Improved Search Filters.

Version 4.611.01 Release Notes

Cache:
Improved performance by caching config and language settings.

Contact:
Contact module alert functionality. Shows alerts for all unseen Contacts created in the last 'x' days. User preferences can be set globally or per user. Defaults to the last 7 days.

Bookmarks:
Added a user preference to disable bookmark lists displayed on each page. Use this option to speed up page loads.

Recent Items:
Added 'None' as an option to the 'Modules included in Recent Items' preference. Prevents the 'Recent Items' piece from loading in every page. Use this option to speed up page loads.

Calendar:
New appointments loaded with the users 'Alert In Advance' and 'Alert End' preferences.

Bulk Edit:
'Meta' fields cannot be updated as part of a bulk edit. Meta fields include the Created By and Created Date fields.

Database service:
Improved performance for custom field queries.

Miscellaneous:
Improved html standards compliance.
Menu links for each module default to a non-filtered list page.
Files module sub menu items load the Files list page in 'Custom View' mode.

Version 4.610.00 Release Notes

Mail:
Added a 'Templates' link to Mail list page and Mail contact view piece. The link displays a list of templates making it easier to create a new email based on a template. This is an extension of the 'Reply' using a template functionality added in 4.607. Current supported modules are:
Jobs
Mail (Email-Merge)
Notes
Tasks
Opportunities

WebMAT: Mass create
Available from any list page containing contacts. Individually select the items using the item checkboxes or click 'Check All', then choose the 'Use Contacts' option from the 'With Selected' dropdown and the bottom of the list page. Displays a list of modules that support the 'Mass Create' functionality. Choose a module to create a new item for each selected contact.

Version 4.607.00 Release Notes

List page search filters:
Enhancements for storing and building on previous searches, including advanced searches and bookmarked searches.

Mail:
After deleting an email, dont return to the view page for that email
When replying to an email, use the users default send account as a fallback
On mail view pages, the Reply link has a clickable menu to allow a user to reply using a template.

Module Editor:
Behind the scenes changes for improved functionality.

Search:
User preferences for search type, module scope, and maximum results per module.

Bookmarks:
Added 'priority' field to list view. This is useful for determining which bookmarks are displayed in the Bookmarks piece on the menu.

Menu:
Changes to 'Menu Setup'. Options for not processing alerts in the menu (per module).
Help link is a pop-up only - no longer loads anything in the main content frame.

WebMAT:
Append Only fields are no longer "required" when editing an existing item.

Tasks:
Corrected bug for 'New' Task link (incorrectly calculating task type - priority or standard).

Calendar:
Status values can be edited, but not deleted. New status values not allowed (Calendar status values have particular meaning).

System:
Stage One of archived user code implemented. When a User is "deleted", the system stores a record of that user so that it is viewable in existing data items. As before, deleted users are not counted for licencing purposes.

Validation:
Fixed Firefox long regular expression bug for email validation.

Version 4.605.00 Release Notes

Version 4.604.01 Release Notes

Improved New Contact / Contact Edit form. Enables adding or editing a Company and Person on the same form.

The Contact list data option is updated by this version. Use the Module Editor to add custom fields to the Contact List page.