Zurmo 3.0.5
21 September 2015
Zurmo version 3.0.5 is now available.
Upgrading to Zurmo 3.0.5
Zurmo 3.0.5 can be upgraded to (or installed) using any of Installatron's products. Use Installatron's optional Automatic Update feature to automatically apply Zurmo updates as new versions are released, or use Installatron's Clone feature to duplicate an existing Zurmo install to test the 3.0.5 upgrade prior to applying it live. Get started managing your Zurmo installations with Installatron
What's New in Zurmo 3.0.5
New Features
- Favorites Available in Reports Module - You can now Star/Favorite reports. This functionality previously existed in Leads, Contacts and Accounts modules and is now available in the Reports module.
- Favorite Reports Portlet - You can show your favorited Reports on your dashboard by adding the Favorite Reports porlet. In order for a favorited report to appear it must be owned by the User as well as favorited.
- View Reports by Logged in User - New option for Owner filter in Reports. You can select a specific Owner or set to Logged in User which will show only items owned by the logged in user.
- Ex. Admin creates a Report for All Contacts. Filter set to Last Name = Not Empty and Owner = Logged in user. When Sally logs in and runs the report she will see only her Contacts. When John runs the report he will only see his Contacts.
Improvements
- Marketing Campaign improvements – Send test emails during a Running or Paused campaign.
- Internal improvements to Task completion.
- Contact module improvements – Edit Salutation pick list values in the Designer, previously not possible.
- Mass updates are available in the Products module.
- Improvements to Imports – There is now a browser popup warning a user that navigating away from an active Import will cause the Import to stop.
- Improvements to Exports – Decreased to export batch size and increase to frequency of Export Job. This change will enable large exports that do not timeout.
- Bug fix – Dependent pick list no longer keep old values. When a value is changed it’s dependent values will change accordingly.
- Bug fix – Export of a Product based Report causes an error. This issue has been resolved.
Changelog
- 23c0194 CRM-127 Send test email on started campaign hangs
- 26b8701 CRM-186 - Export job queue batch number change.
- 70621a7 CRM-170 - Cannot modify Salutation picklist
- 25107d9 CRM-170 - Cannot modify Salutation picklist
- e635066 CRM-169 - Close window browser alert
- 98bcff5 CRM-155 - Disable gamification for minify scripts
- 068b5cf CRM-156 - Exception during OnEndRequestBehavior are not logged
- 025729f Lead conversion improvements.
- cba0729 CRM-154 - Gamification security issue
- a44846a CRM-154 - Gamification security issue
- 510bfab Minor edit
- c51f21f CRM-142 - Modifying Picklist value breaks workflow triggers
- f71eb38 fixing coding violaions.
- 173fd6a Fixing reports functional test.
- 72dfa2a [#100720824] added test for new user element for reports.
- 4570a3c CRM-152 Reports by logged in user do not work
- 3785826 fixing calendar functional test.
- 5c8d266 CRM-147 Dependent picklist keep old value in list.
- 320605b Minor change for import function test.
- 94ce104 [#99296674] Contact import with explicit permissions functional test.
- d183516 CRM-143 - PriceFrequency Product field report export error
- cbc06e0 CRM-129 - Task status changes
- 777136f CRM-134 - Mass Update for Products module
- 017e02a CRM-141 - My Favorite reports portlet
- c66963a Minor edit
- 274562c Added custom actions function for Opportunity after save.
- f57440b Fixing issue with more then 10 workflow triggers
- 8d8a71b Disabling configuring layout panels type for merge views in designer
- 3d91f76 Lead Conversion Improvements.
- a7d044b CRM-127 - Send test email on started campaign hangs
- cc3bfff PT98154198 - Owner = logged in user report filter
- be106f8 PT98154198 - Fixing unit tests for owner reports
- e54e269 PT98154198 - Owner = logged in user report filter
- 5769303 PT95456430 - Fixing issue with failed items stats
- 1a8736e fixing functional tests.
- fd91940 Fixing issue with queued email charts
- 2cd3959 Fixing case issue
- e04c46a PT98154198 - Owner = logged in user report filter
- 554ef5e Fixing unit tests
- 5ad26f5 Minor edit
- aaf2457 PT#99590836 - Fixing issue with Session timeouts - now it works with multiple tabs using cookies
- 77b9c4c PT#95456430 - Inaccurate Emails in this Campaign chart
- 9b1ef89 Minor edit
- aabe99d PT99818972 - Add Favorite Reports Option
- c02d519 PT98036066 - Kanban view as default for saved searches in opportunities
- 8b63bcc Minor edit
- 34da7d4 PT97156374 - Detailed messages from CRM.me test emails
- b6bc777 PT97156374 - Detailed messages from CRM.me test emails
- 6b28307 PT99745840 - Adding Product Type field to Products Portlet causes error
- 332c842 PT83780228 - Inform user that when importing tagCloud field that original value will be overwritten
- f0bfcde PT83780228 - Inform user that when importing tagCloud field that original value will be overwritten
- 564027a PT84714782 - Associate related Account by default when creating new records from a portlet on Contacts or Opps
- 578374d Minor bug
- 814ebf3 PT70234328 - MaintenanceMode improvements
- b2b840a PT72693624 - add additional message in manual job run screen to aid user
- 84cac51 Minor fix.
- d934ee6 fixing functional tests and removing wrong usage of assertText.
- 0c51d2a PT98370090 - Import Update using ID shows success as Created
- 41c50eb PT98383510 - URL Tracking leads into blank pages
- dd2be03 [#399296610] Enhancement of functional tests for import module.
- 603ea38 Fixing validation for tag Cloud and Multi Select
- bc8a800 PT88160956 - File export issue when 'ID' is set as first column
- 78094a4 PT84014640 - Some import rules change when you skip between import steps
- 9cd9a15 PT87016808 - Account record permissions when importing Contacts
- 6b4a933 PT98651798 - Dummy commit
- 2213ef3 PT86329644 - Set End Time on meetings to automatically appear 15 mins after the Start Time
- 2dd56bb PT72933504 and related - Add All tasks button to Tasks portlet on Opps, Accounts and Contacts
- 0d637dc PT81043266 - Add 'All Opps' button to Opps portlets
- 160d8ce PT72933504 - Adding All Related Items links to portlets + refactoring
- c029359 PT86329644 - Set End Time on meetings to automatically appear 15 mins after the Start Time
- 7d96848 Fixing recaptha for sites that use ssl
- d73a355 PT98731194 - Fixing inconsistent licensing
- df9dffa PT98731194 - Fixing inconsistent licensing
- 6bea36d PT89513478 - Adding sample workflows
- e2c87ed PT92389530 - Trim spaces from message before validating/saving it
- 3ecbd88 Allowing merge views in designer.
- 5980649 Added tag 3.0.4 for changeset 56ff2c00e97d
- 67bd528 Added tag unstable for changeset 56ff2c00e97d
- 2b9c5c2 Added tag stable for changeset 56ff2c00e97d
- 8582412 PT91060686 - Add link to view all contacts on account page