---------------------------------------------------------------------------- Centric CRM 5.0 beta 2 Copyright (C) 2007 Centric CRM, Inc. Change Log October 26, 2007 ---------------------------------------------------------------------------- Latest information can be found in the Centric CRM 5.0 Community: http://www.centriccrm.com/ProjectManagement.do?command=ProjectCenter&pid=70 General Updates: - MySQL database installation/upgrade scripts - Oracle database installation/upgrade scripts - Derby database installation/upgrade scripts - DB2 database installation/upgrade scripts - MS SQL Server database installation/upgrade scripts - Interbase database installation/upgrade scripts - Firebird database installation/upgrade scripts - Daffodil database installation/upgrade scripts - Context information added to custom tab portlet display Fixes: - Resolved logout page missing resource issue - Changed auto-populated field on activity log screen to not display as "required" - Fixed application hang due to deleting a lead from the overview page - Provided HTML portlet as default for multiple modules - Mirrored display for category path chosen on add ticket form - Refactored window reloading - Fixed determination of introduction page display - Resolved issue related to report generation using invalid input - Fixed project budget display - Fixed pipeline low estimated field display - Fixed lead location state selection - Updated knowledge base popup window display - Fixed Product Catalog Portlet pagination issue - Added media icons for uploaded files - Resolved database error related to scheduled activity completion - Fixed dashboard note save issue - Added display of selected category in knowledge base - Fixed campaign graph displays to filter out "in queue" campaigns - Fixed tab focus in communications module - Usability issues in website module addressed - Contact vCard upload process fixed - Fixed business rule description entry error - Fixed file download issue - Added action plan editor display for leads - Added ability to configure e-mail accounts from help desk module - Resolved "my item" task refresh issue - Resolved assigned lead search issue - Added ability to save logged and scheduled activities - Fixed communications dashboard graph issue - Updated survey copyright information - Lead import form display issue corrected - Portlet display size reconfiguration corrected - Pipline validation refactored - Knowledge base search capability updated to deal with entries without attachments - Mandatory fields on lead import form enforced - Survey submission message display updated - New ticket addition action plan list population fixed - "Source" field added in requisite modules - Fixed campaign details links - Fixed help desk inbox window display - Updated site map generator timing - Fixed General Relativity error in action step addition (allowed negative duration) - Fixed lead detail revenue field display - Activity save alert message fix - Dashboard internationalization fix - Fixed account lead detail display error - Restyled sitemap display - Accounts, contacts, homepage, leads, pipeline, and website modules field validation updated - Activity reminder display updated - Internationalized currency calculations - Removed ability to delete every tab - Fixed website construction issue - Enabled ability to modify opportunities from details page - Phone number validation fix ---------------------------------------------------------------------------- Centric CRM 5.0 beta 1 Copyright (C) 2007 Centric CRM, Inc. Change Log October 12, 2007 ---------------------------------------------------------------------------- Latest information can be found in the Centric CRM 5.0 Community: http://www.centriccrm.com/ProjectManagement.do?command=ProjectCenter&pid=70 <> Global and General Updates - Custom Dashboards are can be set for each module's start page with role- based permissions - "Recent Items" persist across user sessions - Activities can now be associated with other relevant CRM objects quickly via the “Quick Actions” drop down - Activities can be forwarded to groups of contacts - Activities planned date and time are now recorded and preserved - Quick Action drop down can Schedule an Activity or Log an Activity, it can also add a Note or send a Message - Log-in page has a Forgot Password option for misplaced passwords Folder Updates - Global folders whose records can be managed through portlets - The ability to set default values for folder fields - Spread Sheet portlet that enables fields from global folders to be viewed as a spread sheet with Excel formula Website Module (beta) - Create websites in the new website module using the website builder and enhanced portlets - Portlets included: HTML, Product Catalog, Image Gallery, and more - When activated, the website becomes the frontend to the CRM - Enable popular web analytics by including 3rd-party javascript in each web page, including Google Analytics - The web site module automatically generates a visible sitemap and related files for crawlers used by search engines - Page-level search engine optimization and meta-tags Leads Module - Leads now have the ability to be worked on prior to conversion; the data includes messages, documents, history, opportunities, and activities which migrate as the lead moves through the system - Leads now have all the same fields as contacts - Action plans can now be used with leads - Batch assign/reassign, delete, and converting of leads into contacts and accounts Contacts Module - Contacts have a visually obvious “Do Not Contact” field - Ability to easily create contact from a vCard Accounts Module - Custom Tabs can be appended to the existing Account tabs; these are portlet- based pages with role-based permissions Communications Module - A user can create campaign groups from accounts, leads, contacts, and employees - Recipients of a campaign have the ability to opt-out of future campaigns - A user can attach a tracking URL to a campaign - New search operators for forming groups have been added, such as zip, city, and import name - Ability to add leads and contacts to a running campaign - Blast messages to recipients using email, text messaging, and more with the broadcast delivery method Products Module - Search products capability added Help Desk Module - Support for group mailboxes - Sort area has been established for tickets not eligible for automatic delivery - Enhanced search option for knowledge-base documentation - An asset can be added from the ticket page while selecting an asset - Record problem/resolution in a ticket as a knowledge base article - System automatically appends incoming email to related preexisting tickets (please verify) - Tree-based navigation in the knowledge base - Knowledge base article approval workflow Employee/Company Module - This module has been renamed to "Company" to better support new capabilities Reports Module -Report parameters can include relative dates (last week, last month, etc.) Admin - User roles can be cloned - Check all capability added New: - Importing of Account Type and Contact Type - ALPHA: Global folders in Admin, managed by FolderPortlet and FolderGraph - ALPHA: Portlet driven module dashboards - ALPHA: Portlet driven account, contact and leads module custom tabs - Website public file attachments from a document store - Quickly complete an action plan feature - Website preview feature - Website meta-data - Website page alias feature - Centric CRM webapp in Offline mode - Permissions and Role permissions have offline settings - Added Sync capabilities for a Centric CRM Offline Client - Sync API allows various authentication modes - Sync Client: Allows regular HTTP-XML api access with sync capabilities - CRM User: Allows regular HTTP-XML api access without the overhead of sync - User based Sync Client authentication: Allows offline crm users to authenticate - Sync Clients can request Sync Packages that contains all the sync records for the user based on user's permissions - Reader/Writer combination to read sync data using sync reflection api - Added Sun Java Streaming XML Parser (SJSXP) Changed: - Website module is now enabled during install and upgrade Fixes: - Removed a "." from the LDAP utils to work with active directory, may cause an issue with LDAP and needs to be verified - Refactored queries to reduce cursors ---------------------------------------------------------------------------- Centric CRM 4.1.1 alpha Copyright (C) 2007 Dark Horse Ventures, LLC Change Log March 12, 2007 ---------------------------------------------------------------------------- Latest information can be found in the Centric CRM 4.1 Community: http://www.centriccrm.com/ProjectManagement.do?command=ProjectCenter&pid=109 Fixes: - Printable ticket updated to work with MySQL - Ticket action plans were failing - Account action plans had an incorrect visible permission, so this tab would be displayed if user had ticket permissions, but the action would report a permission error - Duplicate check of imported contacts failed if contact had spacing before/ end of name - Javascript sending unescaped text in some popup widgets - Container menus configured for concurrent multiple languages - Locales other than en_US reported error because icelet_*.xml was not found - Locales without AMPM worked incorrectly in communications scheduling ---------------------------------------------------------------------------- Centric CRM 4.1 Copyright (C) 2007 Dark Horse Ventures, LLC Change Log February 7, 2007 ---------------------------------------------------------------------------- Latest information can be found in the Centric CRM 4.1 Community: http://www.centriccrm.com/ProjectManagement.do?command=ProjectCenter&pid=109 New features: - Added Documents to Contacts module - Added Documents to Account Contacts module - Added file attachments to Communications messages - Added creating reports as HTML, CSV, Excel, in addition to PDF - Option to automatically email the report once it has been generated - Accounts can now be imported without a contact - Additional Account search form fields - Added new fields to lead/contact/account: revenue, lat/longitude, business name 2, year started, SIC, DUNS Type, DUNS Number - Accounts can now have activities (without specifying a contact) - Activities have been split into "Log an Activity" for previously completed activities, and "Schedule an Activitiy" for recording upcoming activities - IBM DB2 database support - IBM WAS-CE Websphere Application Server Community Edition support - Portal Role editor allows for admins to define roles and permissions for portal users - Added Projects to portal role - Added Document Stores to portal role - Added Account Documents to portal role - MySQL 5 database support - Apache Derby database support - InterBase database support - Added a lead conversion report and data elements for a converted lead - When lead assigned - When lead archived - Product Importer (.csv w/images.zip) - Added Japanese translation (ja_JP) Enhancements: - Usability and stability improvements as assigned (details online) - Upgraded TinyMCE HTML Editor to 2.0.6.1 - Email user a password when a user is added, previously only when modified - Campaign delivery allows for specifying a date AND time - Added "Resolved By" field to Help Desk ticket export listing Developer changes: - JUnit added with tests (minimal) - "ant deploy" now supports WEBSERVER.TYPE geronimo and jboss - "ant ws" installs the appropriate Web Services to Axis - Web Service additions - Arbitrary BeanShell scripts can be executed during workflow processing using RunScript component Unreleased features, target version to be determined: - Web Content Management module and Portal using Apache Pluto JSR-168 Embedded Portlet Container (must execute ant install.icelets before using) - Added the following portlets: - HTML Content portlet - Contact Us Form portlet - Image Gallery portlet - Product Catalog portlet - Email a friend with tiny URL - Product search - Receive a quote - Cart Portlet - Email cart - Cart checkout - Added a "hit" tracker for web pages, products, and emails ---------------------------------------------------------------------------- Centric CRM 4.0.1 Copyright (C) 2006 Dark Horse Ventures, LLC Change Log June 1, 2006 ---------------------------------------------------------------------------- This is a maintenance release to address issues reported since 4.0. This release includes the following additions: - Australian states/territories have been added - Brazilian states/territories have been added This release includes the following fixes: - When using a default country that does not have corresponding "States" the address state drop-down would default to a drop-down list with the option being "-- None --"; this now defaults to a text field as intended - Currency locale entries with spaces between numbers did not work correctly - An error was reported when trying to access an email that was not sent or received by the current user - Fixed a javascript exception some browsers reported when working with opportunities - Fixed the Leads dashboard from displaying a "graph not found error" when the maintenance task did not invalidate the graph properly overnight - Updating from source did not change the Centric CRM version listed on the login page due to a cache problem - The following locales were missing features: de_DE, es_VE, fr_FR, it_IT, nl_NL, pt_BR, ro_RO, ru_RU, sl_SL - Leads could not be assigned to Account Contacts when the Account was associated with a SiteId - Added a script to update existing Template files to contain email notification for Action Plans, required for source install - User groups could not be created using Firebird, DaffodilDB, or Oracle DB - Defects could not be inserted using Firebird, DaffodilDB, or Oracle DB - Added UTF-8 to styleContainer and styleNoSession - Opera web browser better handled, but still not supported ---------------------------------------------------------------------------- Centric CRM 4.0 Copyright (C) 2006 Dark Horse Ventures, LLC Change Log April 18, 2006 ---------------------------------------------------------------------------- This release includes over 70 new features! General Improvements/Overview - 100% compatibility with Internet Explorer 5.0, 5.5, and 6.0 - 100% compatibility with Mozilla and Mozilla Firefox - 100% compatibility with Mac OS Safari - "Add an Account" added to the global "Quick Actions" menu - "Add an Activity" added to the global "Quick Actions" menu - "Add a Contact" added to the global "Quick Actions" menu - A Microsoft Outlook add-in is now available for users to interact with Centric CRM from within Outlook - Available in 10 languages - PostgreSQL 8.1 database is now supported - Firebird SQL database is now supported, thanks to John Moore for developing and testing - Oracle 10g database is now supported - One$DB 4.1 database is now supported - LDAP integration added to authenticate users against an LDAP server - Integration with Asterisk added allowing Centric CRM to monitor Asterisk events; Asterisk is a complete PBX in software - Integration with XMPP servers which allows Centric CRM to track user presence; we suggest the Wildfire XMPP server http://www.jivesoftware.org/wildfire - Inbound screen pops when user receives a call through Asterisk, the caller Id is found in Contacts or Accounts module, and the user is logged into an XMPP instant messenger - Outbound dialing when user has an Asterisk extenstion and clicks "Dial" icon in Centric CRM My Home Page Module - New capability called "Action Plans" allows for working on workflows that have been designed by an administrator. Workflows are sophisticated checklists that define a series of ordered or random steps to be completed against a Lead, Account, or Help Desk ticket. Each step can require the user to perform an action, with notifications generated to each user that can complete the step. - Required actions for an Action Plan step include the capabilities to: review the account, create or attach contacts, add a contact to an existing campaign, create a relationship between accounts, update an account folder - An Action Plan Dashboard allows for users to see their assigned action plans, and for managers to see action plans for users in their hierarchy Leads Module - Action Plans can be created at the same time that a lead is assigned to be worked on - Leads can be exported to a .csv file - Additional criteria added for searching leads - Additional contact information moves from Leads to Accounts module when Lead has been selected to be worked on Contacts Module - Added several new contact fields: - Contact "Salutation" field added - Contact "No Email" field added - Contact "No Phone" field added - Contact "No Fax" field added - Contact "No Mail" field added - Contact "No Text Message" field added - Contact "No Instant Message" field added - Contact Address Line 4 field added Pipeline Module - Opportunities now have an access type designation of Public or Controlled- Hierarchy; Public opportunities can be seen by any Pipeline user, Controlled- Hiearchy can only be seen by user or user's managers - Quotes can now be generated directly from an Opportunity - Opportunity component history tab details the changes to an opportunity over time Accounts Module - Action Plans specific to an Account can be viewed, added, and worked on from the Account "Action Plans" tab - New capability "Accounts > Contacts > Folders" - New capability "Accounts > Contacts > Opportunities > Details" - New capability "Accounts > Contacts > Opportunities > Quotes" - New capability "Accounts > Contacts > Opportunities > Folders" - When searching accounts, contacts can now be returned in the results instead of just the accounts - When searching accounts, contact search criteria has been added - When adding an account, the email, phone and postal address data will be copied if the user chooses to immediately add a contact record after the account is saved - Added several new account fields: - Account "Site" field added for tracking which site the account should appear (editable in Admin) - Account "Size" field added (editable in Admin) - Account "Segment" field added (editable in Admin) - Account "Subsegment" field added (editable in Admin) - Account "Direct Bill" field added - Account Address Line 4 field added - When importing accounts, contacts without a company name can now be imported - Assets now have an unlimited number of parent/child relationships; enabling assets to now have a "Bill of Materials" - Added several new asset fields: - Asset "Manufacturer" drop-down field (editable in Admin) - Asset "Vendor" drop-down field (editable in Admin) Quotes Module - When adding products from the product catalog popup, some fields are now modifiable before the product is added to the quote Communications Module - Additional contacts can be added to an already running active campaign, enabling on-going campaigns - Campaigns can be continued if the campaign was interrupted by technical failure or user intervention - Running campaigns now have an "Access" tab which allows for the Campaign owner to provide access to the campaign results to others - If a contact has the "do not email" field checked, that contact will not be included as a recipient for email campaigns Help Desk Module - Implemented a Help Desk Defect Tracking to associate similar tickets to a defect - Implemented a Help Desk Knowledge Base to search and categorize text and file attachments; can be reviewed by Help Desk users - The Knowledge Base can now be viewed directly from the ticket details, add, and modify pages, based on the ticket categories selected; This feature allows the user to review the Knowledge Base from ticket entry screens before saving the ticket - Added several new ticket fields: - "Ticket State" field has been added to tickets to track ticket status (editable in Admin) - Help Desk "Ticket Escalation Level" field has been added (editable in Admin) - Based on Ticket categorization, an Action Plan can optionally be activated during ticket creation - Tickets now have an "Action Plans" tab for managing any number of Action Plans against a ticket - Added an "Assignment Group" which allows for a group of users to work on a ticket and be notified of ticket changes Documents Module - The Documents module now keeps track of "SiteId" of user added to the document store; This allows for document stores to be made up of users from multiple sites, but only a user without a site (site administrator) can add users from various sites - Document indexing is now queued and performed in the background Admin Module - Action Plans can be created for Accounts and Help Desk tickets in "Configure Modules" - Granting access to external 3rd party XML-HTTP clients can now be managed from the "Configure System" Admin page - Outlook connectivity with Centric CRM can be enabled/disabled per user in "Configure Users" - Users can now be associated with a site or territory; a user associated with a site cannot see data from other sites; a user without a site can see data in any site - Users can now be grouped by a name, allowing for teams to be assigned in modules - In the user list page, several batch operations have been added to perform an action on multiple users at the same time Network Appliance Information Module - This is a new specialized module that is used for managing Network Appliance accounts; this module is disabled in [permission_category] by default and must be enabled by a database administrator - Capability to import NetApp contact/contract files - Generate contract renewal reports Developer Improvements - Web Services API has been implemented using Apache Axis (separate download) - The SystemStatus object now contains the URL field for easy access by Jobs - The SessionManager now records a user's lastAccessed time - Capability to disable multiple quotes per opportunity in system.xml - Capability to disable multiple quote versions per quote in system.xml - Capability to change opportunity terms in build.properties - Unused fields can be hidden in system.xml, this feature has always existed but now includes opportunity fields - Added a batch handler that allows batch operations to be performed on a list of items Fixes - Bug fixes as reported - Fixed campaign timeout when sending lots of messages - Custom validator object has been added for installs that require custom object validations - Logout under Tomcat 5.5 did not reset the user, causing a prompt to appear during Login stating that the user was already logged in ---------------------------------------------------------------------------- Centric CRM 3.1 Copyright (C) 2005 Dark Horse Ventures Change Log August 4, 2005 ---------------------------------------------------------------------------- - Account History: a complete chronological record of account interaction in one integrated and efficient view - Contact History: a complete chronological record of contact interaction in one integrated and efficient view - Folders added to the Pipeline module (submitted by Louis Zezeran) - In Pipeline, when you drill down to opportunities or components, the associated account and contact are shown - Adds additional drop-downs for Pipeline, must be configured in Admin to appear - Integrated the Quartz scheduler for optimal connection pooling, instance control, and immediate execution of background application maintenance jobs - Reports now process immediately when added to queue due to Quartz scheduler - Outbound email for any contact, with messages saved with contact record - Smart Deleting: deleting of Accounts, Contacts and Users, with careful attention to related data - Business process events for over 10 classes of data: Contacts, Activities, Emails, Communications, Tasks, Quotes, Opportunities, Tickets, Service Contracts, Assets, Documents, and Relationships - By customizing workflow.xml you can alter how your Centric CRM behaves when objects are updated, inserted, or deleted, in real-time, by inspecting data contents, checking conditions, and performing actions - Workflow.xml now includes Scheduler configuration for executing business processes at a recurring interval - Admin capability to upload one or more custom workflow.xml files - Improvements to the Leads module include an additional "Continue to next Lead" step when updating a lead and optimized duplication checking - Updated supported languages - Updated areas to use dictionary in a few places English was still being used - Documents can now be copied into Accounts, Documents and Projects modules using WebDAV - vCards can be exported from contact lists and details pages in Accounts, Contacts, and Employees modules - vCards can be copied from WebDAV's Synchronization > Contacts folder - vCards can be imported by saving and copying vcard files into WebDAV's Synchronization > Contacts folder - Instant Messaging and Text Messaging contact fields have been added - Additional contact fields have been added to map to vCard fields - Accounts can be searched by Postal Code or Account Asset Serial # - Importing contacts into Accounts module without a company name will now store the contact as an Individual - iCalendar priority field added to tasks - The complete set of scripts required to upgrade a system from v2.8, v2.9, and v3.0 have been included - Daffodil DB/One$DB Embedded database now included which allows running Centric CRM without a database server - New database abstraction features: supports sequences and reserved words - New source code ant targets: "upgradedb" and "copy" - Additional and updated translations included: - Deutsch, thanks to Reinhold M�ller, menta AG - Espa�ol, thanks to Tamer Muyale - Portuguese, thanks to Emerson Can�ado, Oriens Tecnologia Fixes: - All locales now have language and country specified - Excel files with numeric and date cells now import into project plans - HTTPUtils class correctly uses UTF8 for HTTP-XML API - Some reports using addresses and phone numbers did not generate depending on data - Includes missing workflow install/replace scripts - Ticket history displayed "Department" changed instead of "Priority" or "Severity" - Project ticket Id now displays on calendar correctly - Activities started with an Opportunity stay linked with Opportunity when additional Activities are added; existing Activities are upgraded with this link ---------------------------------------------------------------------------- Centric CRM 3.0.1 Copyright (C) 2005 Dark Horse Ventures Change Log May 2, 2005 ---------------------------------------------------------------------------- This is a maintenance release to address issues generated since 3.0. - Under Admin, lookup list items can be renamed - German translation expanded - Quotes did not print with configured Currency - A count of project tickets now shows under "My Items" - Home Page calendar did not show project tickets - Quote history log improvements - Quote remarks with special characters could cause an error message - Addresses always defaulted to United States, causing a problem - Language encoding issue resolved - HTML Message Editor improvement - Fixed WebDAV calendar issue found under iCal 2.0 - Various changes as reported in the Centric CRM Community Site ---------------------------------------------------------------------------- Centric CRM 3.0 Copyright (C) 2005 Dark Horse Ventures Change Log April 15, 2005 ---------------------------------------------------------------------------- This release includes over 75 new features! General Improvements - Centric CRM has been updated with a simple look and feel to promote productivity and usability - The global toolbar can now be hidden for systems using a smaller screen resolution or for those users that prefer to use a smaller browser window -- we recognize that some businesses still use 800x600 - 100% compatibility with Internet Explorer 5.0, 5.5, and 6.0 - 100% compatibility with Mozilla and Mozilla Firefox - 100% compatibility with Mac OS Safari My Home Page - Managers can now view action lists for users in their hierarchy - Action lists can be reassigned to other users by a manager - Additional capability to reassign pending activities and document stores - Calendars can be subscribed to via iCalendar applications for offline access to calendar data, such as Apple iCal and Mozilla Sunbird -- managers can subscribe to other users in hierarchy Lead Management Module - Brand new module for managing leads, from lead transfer, to lead qualification, to lead closure - Users can manually add contacts as leads - Leads can be imported from a .csv file - Leads can be inserted from the HTTP-XML API - Users can review the latest leads - Users can work leads using round-robin lead assignment automation - Leads can be assigned, skipped, trashed, or deleted - Duplicate leads appear with a duplicate warning - Contact links are provided to Google, Yahoo, MSN, and Ask Jeeves - Lead dashboard shows lead-to-contact conversion rate - Leads are worked using all of the tools from the contact module Pipeline Module - Integrated with quote management module providing access to quotes and quote functionality Contacts Module - New fields have been added to indicate primary address, primary telephone number, and primary email address - Additional fields include: contact source, contact rating, and text messaging addresses - Capability to send contacts an email with directions for updating his or her own contact information Accounts Module - Custom fields and folders have been upgraded for quickly modifying and viewing custom fields - Integrated with quote management module providing access to quotes and quote functionality - Bi-directional account relationships have been added - Integrated with project management module to allow viewing of associated projects - Using the "move contact" wizard, contacts and contact data can be moved to other accounts - New fields have been added to indicate primary address, primary telephone number, and primary email address - Account documents can be accessed by a WebDAV client Product Catalog Module - New capability for accessing company product and services information - Products and services can be categorized - Products and services have pricing information - Each product can be further customized with various options and option pricing Quote Management Module - Brand new module for creating and managing quotes - Create quotes for contacts and accounts - Track the life of a quote by adding notes, adjusting the status and versioning - Email a well-formed PDF quote to the customer - Print quotes for faxing or review - Clone an existing quote to be used for the same account or for another account - Add products and services to the quote directly from the product catalog - Create products during the quote process for organizations that require ad-hoc products and services - Add terms and conditions from a reusable library - Add remarks from a reusable library - Personalize each quote with a company logo or brand logo - Link quotes to opportunities Project Management Module - Dashboard quickly shows the latest project data from the last 24 or 48 hours, the last 2 weeks, or even the last 30 days - Project progress indicator shows status of a project at a glance - Team members can now include account contacts - Users receive an email when invited to a project - News articles can be assigned a category - News articles can be emailed to team members or to yourself - Projects can now be linked to organizations in the Accounts module - Users can record notes on project activities, which are indexed and searchable - Project plan indicator shows status of the plan, overdue activities appear in red, other activities appear in green - Project plans can be imported from Excel documents and OmniOutliner XML documents - Additional filters have been added to the project plan for incomplete/complete and priority - All project data is indexed and searchable including uploaded document content - Project documents can be accessed by a WebDAV client Communications Module - Capability to send campaign recipients an email with directions for updating his or her own contact information - Broadcast capability to send a communication to a campaign recipient's email and text messaging address Help Desk Module - Custom fields and folders have been upgraded for quickly modifying and viewing custom fields Documents Module - Brand new module for sharing documents - Users can create multiple document stores, each with a specific purpose - Access to each document store can be provided to specific employees, account contacts, departments or roles - Permissions can be assigned for guests, contributors, and managers - Documents and versions can be uploaded to the store - Documents are immediately indexed with content indexers for Microsoft Word, Microsoft Excel, Microsoft Powerpoint, PDF, Open Office and HTML documents - Documents can be quickly searched for based on document content - Documents can be accessed by a WebDAV client Employees Module - Custom fields and folders have been upgraded for quickly modifying and viewing custom fields - Managers can review projects associated with each employee Admin Module - Administrator can modify the industry lookup list - Multiple logos can be uploaded for use in the quotes module - Company information can be modified, which appears on quotes Internationalization Support - Application accepts UTF-8 data for required languages - Added a dictionary for translating terms, phrases, lookup lists, and reports - Calendar holidays for Canada, Germany, United Kingdom, and United States - German language translation provided Report Module - All reports upgraded to new version of JasperReports for added features and to support more reporting tools - Custom reports can include images using the "path_report_images" which looks in the fileLibrary "report_images" path Developer Improvements - Compiles and executes with Java 1.5 and Tomcat 5.5 - Added CRMConnection Class to allow Java applications to easily exchange data with Centric CRM, including all CRM data - Object validation is now centralized for making changes and extending Centric CRM - All graphs now use new version of jFreechart for easy, professional graphing - All HTML "containers" are now drawn programatically Enhancements - Exporting data now only has a single header row with the column names, which provides for easier importing Fixes - CPU intensive documents no longer timeout during indexing - Project issues and issue replies are now properly indexed ---------------------------------------------------------------------------- Centric CRM 2.9 Change Log September 17, 2004 ---------------------------------------------------------------------------- Summary: - This release introduces several new features, including: - Project Management module - Contact activities - Account contact importing from CSV files - "Live" home page calendar that allows editing of data - Internationalization of dates, times, currencies, and reports - "Select" menu upgraded to new look - Document folders added in every module's "Documents" tab - HTML editor upgraded for Mozilla and IE 5.5+, a new HTML applet has been added for IE 5.0 and Safari - Account importer added (similar to Contact importer) - Assigned tickets with an estimated resolution date now show on calendar - More MIME-type graphics added Fixes: - The alphabet searching failed on several database configurations Developer Changes: - Refactored the formMessage tag for displaying action errors on a page ---------------------------------------------------------------------------- For additional information, support, or training, visit http://www.centriccrm.com for details. 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