CRM-CTT INTERLEAVE CHANGELOG (SEE THE UPGRADING FILE FOR UPGRADE ISSUES) CRM-CTT Interleave [ http://www.crm-ctt.com - info AT crm DASH ctt DOT com ] (c) 2001-2007 Hidde Fennema This is the change log for CRM-CTT Interleave. It is updated on-the-fly, so if you're reading this on-line from the project web site you might see features in here which are not yet released. Don't forget to check the UPGRADING file and to read the manual. 2008/08/15 - Version 5 Major: Flextable Drop-down fast search boxes Drop-down fields add-value option for users 570 Bug 7 - Implemented / fixed Dashboard time notification incorrect after midnight 621 Bug 7 - Implemented / fixed html in emails not escaped 661 Bug 7 - Implemented / fixed disabled textarea scroll 662 Bug 7 - Implemented / fixed CheckCustomerAccess security error 664 Bug 4 - False claim Menu item placement bug 693 Maintenance 7 - Implemented / fixed suggested config.inc.php is incorrect after adding repository 696 Maintenance 7 - Implemented / fixed Strip all references to CRM-CTT 697 Bug 7 - Implemented / fixed Negative value numeric extra fields 698 General 2 - In progress Database queries for 5.0 upgrade 699 Feature request 7 - Implemented / fixed Templates per user and per profile 700 Feature request 3 - Canceled Google Earth integration 701 Feature request 3 - Canceled replace delete checkbox with delete button 703 Bug 7 - Implemented / fixed Fix Language Tag Display Mode 704 Bug 7 - Implemented / fixed Menu item hiding goes wrong 707 Minor feat. enh. 7 - Implemented / fixed New method for changing contents of dropdown extra field 708 Maintenance 7 - Implemented / fixed check for correct php version during install or upgrade 709 Bug 7 - Implemented / fixed use getcwd() instead of $_SERVER['SCRIPT_FILENAME'] to retrieve working directory 710 Maintenance 7 - Implemented / fixed remove php5 functions from source 711 Bug 7 - Implemented / fixed entityformcache is not emptied when entity is unlocked (same as rfc 627) 712 Bug 7 - Implemented / fixed Files attached to emails are not saved 713 General 7 - Implemented / fixed Mass_Update only available for admins and full-access-all-entities accounts 715 Bug 7 - Implemented / fixed cannot unset "all" status and priority values when editing a profile 716 Minor feat. enh. 7 - Implemented / fixed Triggers to add 717 Bug 2 - In progress User section errors and bugs 718 Bug 7 - Implemented / fixed qog() in functions.php on line 11472 719 Bug 4 - False claim entity_add Miscellaneous trigger duedate_set days 14 doesn't work 720 Maintenance 7 - Implemented / fixed "FILELIST#" should be "# FILELIST #" 721 Bug 7 - Implemented / fixed Full access though only see/edit own assigned entities" in a profile doesn't work 722 Maintenance 7 - Implemented / fixed Unclear help text on user/profile pages 725 Bug 7 - Implemented / fixed sort on lastchange in main entity list doesn't work 726 Bug 7 - Implemented / fixed entity not unlocked when logout is used 727 Bug 7 - Implemented / fixed "User-list of all CRM-CTT users" is not disabled when form is readonly 728 Maintenance 7 - Implemented / fixed don't use popups which are blocked on most pc's 729 Feature request 7 - Implemented / fixed PARENTBOX doesn't display on all user CLLEVEL's 730 Maintenance 3 - Canceled upgrade.php offers to upgrade an incorrect version 731 Minor feat. enh. 3 - Canceled "Be this user" also for admin accounts 732 Minor feat. enh. 7 - Implemented / fixed Need an option DISABLE_ENTITY_FORMCACHE 733 Maintenance 7 - Implemented / fixed prevent non safe_mode admins from running sql queries 735 Bug 7 - Implemented / fixed HIDECUSTOMERTAB to yes hides it for admins as well 737 Bug 7 - Implemented / fixed filetype "mage/gif" and "mage/jpeg" in CRMbinfiles 739 Bug 7 - Implemented / fixed last change of entity updated on upgrade 740 Bug 7 - Implemented / fixed session table not updated due to incorrect upgrade.php 742 Minor feat. enh. 7 - Implemented / fixed Sticky entity save 744 Bug 7 - Implemented / fixed computation returns error in formula on empty string 745 Feature request 7 - Implemented / fixed Add multiple attachments to single triggermail 746 Bug 4 - False claim Fix javascript error on login page 747 Bug 7 - Implemented / fixed Bug in Edit.php 748 Bug 3 - Canceled when deleting a user I receive a file download prompt for admin.php 752 Minor feat. enh. 3 - Canceled add extra field type "list of NON limited CRM-CTT users" 753 Bug 7 - Implemented / fixed extra field type text area default width is "$result = ;" 754 Bug 7 - Implemented / fixed HIDECUSTOMERTAB also hides for admin 755 Maintenance 7 - Implemented / fixed changes to form are not saved when subject is not specified 757 Minor feat. enh. 7 - Implemented / fixed Change sort order of attached files 758 Bug 7 - Implemented / fixed Slashes are addes when I download a language pack 759 Minor feat. enh. 7 - Implemented / fixed make extra field aliases work on customer forms as well 760 Minor feat. enh. 7 - Implemented / fixed add total count for numeric computed extra fields on main list 763 General 7 - Implemented / fixed adding a user takes 2 minutes (really!) and overloads my server 764 Feature request 4 - False claim add option to let limited users see deleted entities 766 Bug 7 - Implemented / fixed extra customer field headers are not displayed in Excel export 767 General 7 - Implemented / fixed don't echo the database host in window.status 768 Security 7 - Implemented / fixed gantt entity access security issue 769 Bug 4 - False claim problem with extra field type checkbox 771 Bug 7 - Implemented / fixed cust-insert overwrites ALL content 772 Feature request 7 - Implemented / fixed please add only_one_trigger_mail_per_update var 773 Maintenance 4 - False claim remove 380 bla's ;-) 774 Security 7 - Implemented / fixed Security Bug 775 Bug 7 - Implemented / fixed Database values not set correctly on save 776 Bug 7 - Implemented / fixed Default form has special status - it shouldn't 778 Bug 7 - Implemented / fixed user agent not escaped in uselog -> produces sql error 780 Minor feat. enh. 7 - Implemented / fixed incorrect tab is highlighted when using personal tabs 782 Major feat. enh. 7 - Implemented / fixed Run modules inline with Entity parse 783 Bug 7 - Implemented / fixed repository swicther on dashboard does not work 784 Maintenance 7 - Implemented / fixed don't display repository selector on inlog page when there's only ONE repository 785 Bug 7 - Implemented / fixed E-mail pop-up doesn't send e-mail 786 Feature request 7 - Implemented / fixed Make it possible to resync only compromised table(s) 787 Bug 7 - Implemented / fixed count incorrect when filter on customer extra field on main entity list 788 Minor feat. enh. 7 - Implemented / fixed also run modules on dashboard 789 Minor feat. enh. 7 - Implemented / fixed allow users to have different dashboards 790 Minor feat. enh. 4 - False claim add option to send message to ALL users 792 Minor feat. enh. 7 - Implemented / fixed make dashboard a languange tag 793 Bug 7 - Implemented / fixed customer extra fields are not deleted, when emptied and saved 795 Minor feat. enh. 7 - Implemented / fixed Phonebook -> contact list (link to customer) 796 Feature request 7 - Implemented / fixed allow loginusers to have both a profile AND limittocustomers 797 Feature request 7 - Implemented / fixed add option FORCE USER TO CHANGE PASSWORD ON NEXT LOGIN 798 Major feat. enh. 7 - Implemented / fixed Customizable PDF reports 799 Maintenance 7 - Implemented / fixed ERROR - No template received! when empty e-mail address 800 Feature request 7 - Implemented / fixed do not auto shorten dropdown extra field values to 27 characters 801 Feature request 7 - Implemented / fixed add extra field type "user list of all CRM-CTT users in profile MYPROFILE" 803 Minor feat. enh. 7 - Implemented / fixed Update triggers when updating status and prio var names 804 Minor feat. enh. 7 - Implemented / fixed Add IP-source address security option 805 Bug 7 - Implemented / fixed Bug with custom forms when adding an entity 806 Feature request 7 - Implemented / fixed Show parent box on new entity form 808 Security 7 - Implemented / fixed Switching repositories should always bring you to dashboard 809 Security 4 - False claim Add SafeModeInterruptCheck to cmd.php 810 Bug 7 - Implemented / fixed Also trigger entity_change when using MassUpdate 811 Feature request 3 - Canceled Extra field dropdown value sort 812 Minor feat. enh. 7 - Implemented / fixed Add PAGEBREAK option tag to PDF and RTF report templates 813 Bug 7 - Implemented / fixed Version language tags not inserted somehow 814 Bug 7 - Implemented / fixed Don't update timestamp in entity table on status or priority var change 815 Major feat. enh. 7 - Implemented / fixed generate better filenames in attachments 816 Major feat. enh. 7 - Implemented / fixed Make option to limit the width of extra field drop-down boxes 817 Major feat. enh. 7 - Implemented / fixed Make optional search boxes for long drop-down fields 818 Minor feat. enh. 7 - Implemented / fixed Add a fast-search-filter box to the parent select drop-down 819 Minor feat. enh. 7 - Implemented / fixed Add optional fast-search boxes for customer, status, owner, priority and assignee 820 Major feat. enh. 7 - Implemented / fixed FlexTables: user-creatable tables, one-to-many and many-to-one 821 Bug 7 - Implemented / fixed Trigger to mail address in extra field malfunctions 822 Major feat. enh. 7 - Implemented / fixed Running modules with user rights 823 Bug 7 - Implemented / fixed Add default extra field values, even if the field is not in the form 824 Minor feat. enh. 7 - Implemented / fixed "Virtually press button BUTTONNAME" in MassUpdate 825 Bug 7 - Implemented / fixed Quotes and "HTML chars" && get HTMLSPECIALCHARS in mail subjects 826 Minor feat. enh. 7 - Implemented / fixed Add trigger to mail Admin Action Requests 827 Mediate fe. enh. 7 - Implemented / fixed Add 'add-value' option for users for drop-down lists 829 Minor feat. enh. 7 - Implemented / fixed Add 'detailed access restrictions' popup links to main extra field list 830 Feature request 7 - Implemented / fixed Widthen filter fields only when clicked 831 Bug 7 - Implemented / fixed Click the envelope behind user address... doesn't work (see eid 805) 832 Mediate fe. enh 3 - Canceled Open files directly with WebDAV 833 Major feat. enh. 7 - Implemented / fixed Don't accept weird formatted dates 836 Maintenance 7 - Implemented / fixed Make language tag of "You have lost your exclusive write lock for this entity" message 837 Feature request 7 - Implemented / fixed Set default exclusive lock to 1 hour instead of 10 minutes 839 Minor feat. enh. 7 - Implemented / fixed Make PDF report select popup the correct size 840 Maintenance 2 - In progress Make installable 5.0 beta build 842 Mediate fe. enh. 7 - Implemented / fixed Breadcrum trails 2008/02/11 - Version 4.3.0 4.3.0 Major change list (by category) 676 Minor feature enhancement 7 - Implemented / fixed allow admins to take over user accounts 660 Minor feature enhancement 3 - Canceled sort triggers 655 Minor feature enhancement 2 - In progress OpenID Support (disabled in the code for now) 654 Minor feature enhancement 7 - Implemented / fixed Gantt charts & implementation of "start date" field (incl. period selection) 650 Minor feature enhancement 7 - Implemented / fixed Update index for single entity on entity add 641 Minor feature enhancement 7 - Implemented / fixed Diary field export in RTF, PDF, Mail needs fixing 685 Major feature enhancement 7 - Implemented / fixed Refer incoming mail to entities (!!!!) 653 Major feature enhancement 7 - Implemented / fixed Templated dashboard 651 Major feature enhancement 7 - Implemented / fixed Image thumbnails! 649 Major feature enhancement 7 - Implemented / fixed File versioning 642 Major feature enhancement 2 - In progress Add organizational structure to user management 637 Major feature enhancement 2 - In progress Mobile device interface 677 Maintenance 3 - Canceled login page VERY SLOW (because of openid?) 674 Maintenance 7 - Implemented / fixed manual typo 673 Maintenance 7 - Implemented / fixed no on main page 667 Maintenance 7 - Implemented / fixed error in CHANGELOG file? 666 Maintenance 7 - Implemented / fixed short open tags not universally used 658 Maintenance 2 - In progress Logo changes on entity change and "Save?" popup works again 657 Maintenance 3 - Canceled duedate manual cleanup 635 Maintenance 7 - Implemented / fixed change default text "save to database" to "save" 633 Maintenance 7 - Implemented / fixed Queries to be run for 4.3.0 629 Maintenance 7 - Implemented / fixed Remove all addslashes stripslashes, htmlentities and custom ereg_replace stripslasg functions 656 Maintenance 7 - Implemented / fixed New directory structure 647 Maintenance 7 - Implemented / fixed Language section makeover 632 Maintenance 7 - Implemented / fixed use consistent INT datatype in database 631 Maintenance 7 - Implemented / fixed modify CRMcustomaddons.type to enum 571 Feature request 3 - Canceled Denied: "Your entity was saved" message. 683 Feature request 7 - Implemented / fixed Make is possible to switch off the calendar 678 Feature request 7 - Implemented / fixed Full access rights for owner and assignee 671 Feature request 7 - Implemented / fixed mass update extra fields also on checkboxes 659 Feature request 7 - Implemented / fixed MASS_UPDATE also on extra fields 577 Feature request 3 - Canceled Clear filter link on main entity list 569 Feature request 5 - On hold Connectie; pconn vs conn. 636 Feature request 7 - Implemented / fixed use variable language tags 652 Feature request 7 - Implemented / fixed Allow TEXTAREA content in main entity list 628 Feature request 7 - Implemented / fixed Trigger to send internal message 614 Feature request 7 - Implemented / fixed "you've lost exclusive write access" popup even when you don't have write access 626 Feature request 7 - Implemented / fixed Make all tabs hideable regardless of rights 584 Bug 3 - Canceled Trigger not working for set duedate (thanks Ravenous) 574 Bug 3 - Canceled Entities without duedate do not appear in list (limit-to-cust-num users) (couldn't re-create) 568 Bug 3 - Canceled Statusses show when they shouldn't 567 Bug 3 - Canceled Form cache issue 687 Bug 7 - Implemented / fixed Priority not appearing in field-chosen export 682 Bug 3 - Canceled User gets kicked instead of Access Denied message 681 Bug 7 - Implemented / fixed "Print to default printer" popup box closes whole screen when done 680 Bug 3 - Canceled problems with "date" field in GetSingleExtraFieldFormBox function 679 Bug 7 - Implemented / fixed problems with ALLOWEDSTATUSVARS & ALLOWEDPRIORITYVARS fields in upgrade from 3.4.2 to 3.4.3 675 Bug 3 - Canceled sql error on search 672 Bug 7 - Implemented / fixed Uploaded files (install routine) don't work 669 Bug 7 - Implemented / fixed bug in readln 668 Bug 7 - Implemented / fixed Errors on edit-user page 662 Bug 3 - Canceled CheckCustomerAccess security error 648 Bug 7 - Implemented / fixed Language tags missing from default install 645 Bug 7 - Implemented / fixed crmlogger.php cripples failover 644 Bug 7 - Implemented / fixed Value field not visible when updating an extra field (triggers.php) 643 Bug 7 - Implemented / fixed HTML In Excel duedate 627 Bug 7 - Implemented / fixed entityformcache is not emptied when entity is unlocked 619 Bug 5 - On hold sort order main entity list is different from sort order in # ARROWS # 616 Bug 7 - Implemented / fixed Non existent stylesheet in fckconfig.js 602 Bug 9 - Fixed, waiting for test When sorting on OWNER, something goes wrong with owner display in main llist 663 Bug 7 - Implemented / fixed security: use mt_rand instead of rand 640 Bug 7 - Implemented / fixed missing mres in customer.php search 639 Bug 7 - Implemented / fixed Sorting on creation date doesn't work 630 Bug 7 - Implemented / fixed Wildsearch doesn't find everything 622 Bug 7 - Implemented / fixed CHECKFORDOUBLEADDS doesn't work 615 Bug 7 - Implemented / fixed Problems with data import routine 625 Bug 7 - Implemented / fixed Dropdown fields as long as longest value - need clipping 624 Bug 7 - Implemented / fixed Personal language not loading (fixed in build 20071205 of 4.2.0) 623 Bug 7 - Implemented / fixed Extra fields don't show in customer form (fixed in build 20071205 of 4.2.0) 617 Bug 7 - Implemented / fixed some colors in priority field make pdf export crash (fixed in build 20071205 of 4.2.0) 000 Minor feature enhancement 7 - Implemented / fixed duedate-notify-cron.php can now also be ran from the command-line 2007/12/02 - Version 4.2.0 4.2.0 Major From this release on, CRM-CTT is called "CRM-CTT Interleave". 4.2.0 New features - Replaced all PHP short open tags <? to long open tags <?php for better support - Added command "exec sync repair" to cmd.php interface. With this command you can repair (and create (!!!)) fail-over copies of your database. No more file copies! - Improved sync mechanism. It can now handle two queues filled with sync records. - New extra field type called "diary" was added. With this field you can add lines with comments even without saving the while form. Very handy for entities which receive frequent textual updates by several users. (idea by snowboarder04, thanks) - New tag for customer forms: #NUM_OF_ENT#. This displays the number of non-deleted entities belonging to the customer you're editing. - The character set is now also sent as header, not only as META-tag (thanks www.esautomatisering.com) - Error and warning messages in the admin inbox now have a more readable subject - SAFE_MODE: When this global setting variable contains one or more userid's, other admin-users will not be able to perform OS-dangerous functions like all eval'd things, deleting repositories etc. Very useful if you want your functional maintainer to be admin but still keep everything safe, especially things that can potentially damage your server or compromise security. Highly recommended for all hosted multi-user installations. installations containing more than one administrator. (thanks www.esautomatisering.com) - Online development modus: puts links on forms, enables inline edit mode and enables the trace-link. Only per-session, not global. - Lots of new eyecandy (some only visible in Firefox) - New trigger action: you can now use triggers to set data to another field. 4.2.0 Bugfixes & feature requests n/a Bug 7 - Implemented / fixed Status and priority variables don't show up on new installations (thanks Mechiel A.) -> fixed, yet to test n/a Bug 7 - Implemented / fixed New sync doesn't remember that slave db is down n/a Bug 7 - Implemented / fixed Hyperlink to attachment in PDF documents don't work n/a Bug 7 - Implemented / fixed forms checked as "not to appear on add-entity forms list" did appear on the dashboard. Thanks Theo, SF Forum. n/a Bug 7 - Implemented / fixed phonebook inserts were not escaped. Thanks seanac, SF Forum. n/a Bug 7 - Implemented / fixed The journal displayed the first username incorrect (thanks www.esautomatisering.com) n/a Bug 7 - Implemented / fixed Using singlequote in entity # search field caused error (thanks www.esautomatisering.com) n/a Bug 7 - Implemented / fixed When importing entities, the type was not set (thanks www.esautomatisering.com) n/a Bug 7 - Implemented / fixed Templates (when reporting) were not sorted (thanks www.esautomatisering.com) n/a Bug 7 - Implemented / fixed Password queries weren't always properly escaped resulting in errors 604 Bug 7 - Implemented / fixed Dashboard caused javascript error when using fastsearch 592 Feature request 7 - Implemented / fixed Added @ TIME @ to tags for use in triggers (for Stefan) 591 Feature request 7 - Implemented / fixed It's now possible to add a trigger that updates another extra field 588 Feature request 7 - Implemented / fixed Highlight focussed field 587 Bug 7 - Implemented / fixed Fix message display 585 Bug 7 - Implemented / fixed Escape errors: e and eid get variables not always encoded 579 Feature request 7 - Implemented / fixed On the CSV page, extra fields can now be selected individually for download 576 Feature request 7 - Implemented / fixed Remove location element from extra fields (no longer needed) 575 Feature request 7 - Implemented / fixed Extra fields can now be referred to using human-readable aliases instead of numbers 573 Bug 7 - Implemented / fixed Fixed: Language settings aren't remembered 572 Bug 7 - Implemented / fixed Security: non-active customers can be edited by lim-to-cust users 582 Feature request 7 - Implemented / fixed super admin account maken voor shared hosting accounts 580 Bug 7 - Implemented / fixed Hotlinking to login doesn't work anymore 578 Feature request 7 - Implemented / fixed Manual updates 564 Feature request 7 - Implemented / fixed New trigger action available: action 1|2|3|5|10|14|21 days before duedate 565 Feature request 7 - Implemented / fixed Diary-field 581 Bug 7 - Implemented / fixed mres in cust-insert.php 599 Bug 7 - Implemented / fixed First date in reporting page doesn't save 601 Bug 7 - Implemented / fixed Weird stuff happens when main content box is focussed 600 Bug 7 - Implemented / fixed Singlequote in category caused calendar error 589 Feature request 7 - Implemented / fixed New: online development modus. 586 Bug 7 - Implemented / fixed Bugje messages 613 Bug 7 - Implemented / fixed RSS Feed query error when selecting deleted<>'y' 584 Bug 3 - Canceled Trigger not working for set duedate (thanks Ravenous) (coulnd't re-create) 571 Feature request 3 - Canceled Denied: "Your entity was saved" message. 568 Bug 3 - Canceled Statusses show when they shouldn't (they should show) 567 Bug 3 - Canceled Form cache issue (maybe later) 574 Bug 3 - Canceled Entities without duedate do not appear in list (limit-to-cust-num users) (couldn't re-create) 2007/08/20 - Version 4.1.0 4.1.0 New features Forms - Form-forcing (4.0.1): it's now possible to force the use of a form for a user. Regardless of which form the entity was composed in, the user will always see the entity in the this forced form. - It's now possible to create forms with the @CUSTOMER@ tag instead of the #CUSTOMER# tag. With this form you can only edit existing entities. This improves load time on existing entities because the customer pulldown list won't be loaded. (thanks Ben) - Added a drop down box called "Show this form on the add-entity menu" to the edit-form-template page. Set this field to "No" to avoid the form from showing up at the add-entity menus. - Added #ALARMDATEPOPLINK# tag to template parser - Added template tags @XONLY@/@ENDXONLY@ and @NEWONLY@/@ENDNEWONLY@. This enables you to add (blocks of) text to templates which will only be shown on new or just only on already existing entities. - Added @INFO@ - @ENDINFO@ tags; text between these tags will popup (the Info image will show statically in the form) enabling you to add comments to forms without loosing too much space on your form. Layout - New dashboard (4.0.1 + improvements) This one is actually functional. It's cached for fast page loads and the user can use filters to have the dashboard show only the entities he/she's interested in. - Funk-a-nized some screens with the use of Thickbox, including the logon page and almost all popups. - The user ID is now also visible on the edit-user page (thanks DionV) General new functionality - The fail-over management now allows the admin to delay synchronisation and has some other new handy stuff. - Added "Save as attachment" checkbox to send-email-to-other-users page. This lets you save the e-mail as an attachment to an entity. - Added date format type "yyyy-mm-dd". - Attachments like images can now also be published (add '&AttID=[num]' to URI) - Added option to add $auto_login_cmd_user and $auto_login_cmd_pass to config.inc.php for easy running cmd.php. Internal - This version is 100% PHP5 compatible! - More improvements regarding fail-over databases. - After realising the failover database isnt't responding, CRM-CTT shuts down synchronisation CONFIGURABLE minutes (default 30) to avoid slow page loads. - publish.php now also synchronises the database if applicable. - Smart published report caching; large published reports are now very, very much faster - Check added to login routine for whitespace in config.inc.php (thnx Noga Zitiyat) - Added support for using non-persistent connections. To use, add a $method[REPOSNR] array element to each configuration segment. Fill this array element with "connect" to use regular connects. Any other value (or none at all) will make CRM-CTT use persistent connections. - Some performance improvements. - When a user is working through HTTPS, he/she will not be posted back to HTTP when using non-secure repositories (thanks ES Automatisering) - Added commands "exec sync release" and "exec sync unlock" to cmd.php - Added command "time [other command]" to cmd.php to time the command execution - Added commands "set pcon off" and "set pcon on" to cmd.php (switch persistent connections on/off) - In cmd.php, you can now also use "x" and "sh" for "exec" and "show" - Total rewrite of database connection methods and functions Hacking CRM-CTT (debug & development functions) - Better qlog/tracelog end-of-page reports. - Added disable_all_cache option to config-vars.php for easy troubleshooting/development. - Trace logs now also show file, function and line number - SQL errors now also show complete function backtrace - Added config-vars.php option ShowFunctionTrace which adds a complete function trace to each QLOG statement Documentation - The manual was updated. Triggers - New trigger action: set duedate to today|tomorrow|2d|3d|4d|5d|6d|1wk|2wks from now. Extra fields - Improved the calculated extra fields option. All fields can be used now, not only numeric fields. 4.0.1 -> 4.1.0 Bug fixes: - Bug fixed: SQL query extra field is not saved - Bug fixed: Message "this incident has been logged" replace with language tag custdelexplain (thanks ES Automatisering) - Bug fixed: Escape error in search routine (thanks ES Automatisering) - Bug fixed: Extra fields have default value "no"! - Bug fixed: RemoveLocks() wasn't called on logout (thanks Jeffrey) - Bug fixed: Cache of parent, sisters and child entities wasn't cleared on entity save - Bug fixed: Form-id was set to 0 (zero) when importing entities instead of the default form number (thanks DinV) - Bug fixed: Sorting by due-date didn't work - Bug fixed: Several date fields didn't format correctly (thanks Gladys) - Bug fixed: Setting FAILOVER_CACHEONLY was deault set to "Yes", should be "No" (thanks ES Automatisering) - Bug fixed: Email-users popup needs comma in front of address - Bug fixed: Hidden users still show up in the filter pulldown list on the main page (and probably also the summary search form) - Bug fixed: Searching for a phrase with a singlequote in it resulted in a query error (thanks ES Automatisering) - Bug fixed: MySQL connection was not closed when done parsing. - Bug fixed: Select email owner/assignee/customer/all box didn't work very well (thanks Steve) - Bug fixed: Sorting the main list is remembered again (thanks Steve!) - Bug fixed: The ad-hoc e-mail-all-users-their-assigned-entities list had some errors - Bug fixed: Last login and total no. of logins of users wasn't displayed correctly - Bug fixed: File owner displayed as number not name (thanks anon. SF.net user) - Bug not fixed: The login screen doesn't work with 1 repos on failover db (couldn't be re-created) - Bug not fixed: Count of messages not ok (esp. with limit-to-customer-number settings) - Bug not fixed: When a summary search didn't return results and the report method is management information, an error occurs (thnx anon. SF.net forum user) 2007/05/13 - Version 4.0.1 (Service Release) Version 4.0.1 is a minor release. It fixes some (small) bugs and brings some new functionality. However a small release, upgrading is recommended. 4.0.1 New features: - New dashboard! - New extra field type: computation. Using common math formulas this (read-only) extra field can be given a value based on values entered in other (numeric) extra fields. The syntax is just PHP. - Better handling of failover database - A language tag called "addyourcommentshere" was added. It will be printed above the #COMMENTBOX# tag. - Increased size of CRMstatusvars(varname), CRMpriorityvars(varname), and CRMentity(status, priority) so it can now hold more cirillic chars (thanks Vadym) - Introduce views: users seeing entities in different forms (form-forcing) Per user or profile a "force form" variable can be set. The user will always see entities in THAT form, regardless on the form bound to the entity. (this is a very handy feature) 4.0.1 Bug fixes - Bug fixed: unserialize() expects parameter 1 to be string, array given (replace to @unserialize) - Bug fixed: crmlogger.php somehow garbles the failover (entities are not added in right order) - Bug fixed: message language tags aren't installed on new installations! - Bug fixed: user activity graphs (journal & log) had incorrect dates - Bug fixed: due to a bug in MySQL sometimes tables get corrupted when they have a FULLTEXT index. As CRM-CTT didn't use these indexes, they are dropped (thanks to www.esautomatisering.com). 2007/04/02 - Version 4.0.0 4.0.0 Changes: Cool new stuff (release highlights): ### We would like your feedback about this new stuff: http://www.crm-ctt.com/feedback.php. Just do it! Please? ### - Module and patch support (also on-line real-time patch/module installation) - Added CMS Functionality. CRM-CTT is now able to publish pages and reports to your website. Check the manual for more details. - Internal messaging: users can now send messages to each other and to administrators. - Added cmd.php. This is the new general use CRM-CTT command line client. All administrative functions can be run using this script. Try php -q ./cmd.php. Generic changes: - The Repository switcher on the main page does not show the number of entities in other repositories anymore. Counting those takes too much time decreasing performance dramatically. - PDWAS support is dropped - Fast index searching (ENABLEINDEXEDSEARCHING). Indexes your entities to find words faster. Falls back on normal search method when the word is not found. - Title on main page now changes when a different repository is selected - New (expirimental) menu style: check global system values, NAVTYPE. - "Request administrative action" message windows shows when access denied happens to a user. - User-accounts can now be excluded from the owner and assigee list. - Total rewrite of the search routine. Summary.php is now much better (and faster) - Added option to skip default searching through attachments (DISABLE_BINARY_SEARCH) - Vastly improved the GetAverageEntityAge function. This speeds up logging in dramatically. - Added check for PHP memory to install routine (at least 16M) - Added recent edited entity list to "Entities" menu when using pulldown NAVTYPE. - Slightly different default colors Extra fields: - LOV Fields are now displayed correctly on entity custom forms - Added extra fields type: SQL Query as extra field dropdown input - Detailed access restrictions: when 'alter' priv is admitted, assume 'read' priv. Saves 50% on mouseclicks Invoices: - Added @INVOICE_START_DATE@ and @INVOICE_END_DATE@ as RTF Invoice tags Triggers: - A trigger "pop-up report" was added which can be coupled to a button. This way you can have RTF-reports popping up when a users presses a button - Added triggering on entity_new and entity_change to crmlogger.php - Triggers can now be bound to a specific form (or all forms) 4.0.0 Change requests: - CR Denied : [templates] Use of language tags from database in templates (not useful enough) - CR Done : [triggers] Button press pops up parsed template (became a trigger) - CR Done : [extrafields] SQL Query as drop-down field data - CR Done : [generic] Replace HTMLENTITIES with CHARSET specification (thanks Oded) - CR Done : [generic] Make users "non-assignable" etc. Checkbox was made in user profile. - CR Done : [triggers] Make triggers fire only on certain forms - CR On hold : [generic] Create cllevel in which rooae-users can also edit their own customers [next version] 3.4.3 / 4.0.0-RC1 Bugs: - Bug fixed: Information is visible in drop-down menu under > more link on summary page - Bug fixed: Command-line use with windows didn't work really good. Fixed. - Bug fixed: Default extra field value doesn't re-appear when editing extra field - Bug fixed: Auto-create entities does not create right form value (form can now be chosen) - Bug fixed: Locked entities show up emtpy (fixed, and unknown entities will no longer show an empty form but a message) - Bug fixed: Attach from WebDAV link doesn't appear due to form caching (drop cache at every access to folder) - Bug fixed: Extra field values don't show up on the summary page brief list - Bug fixed: NOBARSWINDOWS doesn't seem to work anymore (it DOES work actually) - Bug fixed: Triggers edit by misc triggers doesn't word -> fixed - Bug fixed: Statistic buildup of cached published reports went wrong. - Bug fixed: A bug in crmlogger.php; the owner wasn't saved right. - Bug fixed: In some MySQL versions the PDF report didn't work when mailed by a trigger. (thnx jeffrey04) - Bug fixed: Fixed a bug which prevented extra fields from showing up when using the summary page to search for deleted entities. - Bug fixed: Extra field date popup was broken. - Bug fixed: Filenames with spaces are garbled when downloading. - Bug fixed: When selecting allowed status and priority values, the "all" box was automatically checked when only one status or prio was selected (thanks jeffrey04) - Bug fixed: trying to download a PDF-summary from the main entity list generated an SQL-error and no PDF-report. (thanks anon. SF forum user) - Bug fixed: Searching for "due today" and "overdue" doesn't work - Bug fixed: Email_in.php has errors - Bug fixed: When having only 1 form, a 404 appears when trying to add an entity (using NAVTYPE "drop-down") - Bug fixed: The entity activity graph showed 1970 dates - Bug not fixed: Read-only all entities: rich text box is not readonly! (too bad, left it this way, we call it a feature for it cannot be saved anyway) - Bug quickfixed: Read-only all entities: paginate doesn't work (disabled pagination for that profile) 4.0.0 Specific known issues: - Issue: crmlogger.php somehow garbles the failover (entities are not added in right order) 25/10/2006 - Version 3.4.3 (WARNING - important stuff ahead!) Important: WITH 3.4.3 FORMFINITY WILL BE DEFAULT. IF YOU STILL USE THE HARD-CODED DEFAULT ENTITY FORM YOU _WILL_ NOTICE A LOT DIFFERENT THINGS! In short: 1. The 3.4.3 upgrade routine adds an HTML form which is very similar to the current default form. But; it's not the same, so it will look a little different. 2. Magic quotes must now be OFF instead of ON! 3. When you encounter problems, especially with form contents, first empty the entity form cache and let me know where you had trouble. >>> TEST THIS RELEASE BEFORE UPGRADING YOUR PRODUCTION DATABASES <<< Stunning - Master/Slave database support. Increase your availability and backup quality! - FormFinity is now default Triggers - Triggers can now be edited (whooho!) - Comments can now be added to triggers (thanks 2 anonymous sf.net user) . The main trigger list will be sorted based on this comment field. - Triggers can be disbled temporary (for admin-own sessions only) Forms/templates - Escape bugs are fixed - New admin function: mass migrate entity forms - Entity age is now available as template tag (Pizentios) - Template tags OWNER, ASSIGNEE, SAVEBUTTON are not mandatory anymore in custom made forms - Arrows and lock icon will also appear now on custom made forms - Tags DELETEBUTTON and EMAILOWNERCHECKBOX were added to custom made customer forms - The crmlogger.php plugin will now use the default form - The default form cannot be deleted - Parsed templates are now cached (extensively) - Tags @OPENDATE@, @LASTUPDATE@ and @LASTUPDATEBY@ added to tag list Extra fields - The Extra field inline edit mode now also works with custom HTML forms Misc - Added global directive PAGINATEMAINENTITYLIST which, when given a number, will devide the main entity list into pages (!!!) - Mass-update possibility on main list (directive Mass_Update, disabled by default) - It's now possible to define which statusses and priorities a user(-group) may use - parentbox sorting to EID instead of category [mattclare] - Check.db now also checks for duplicate extra field records - "Last login at" and "Total logins" added to user management page - Cascading Style Sheet (CSS) elements will now also be included in HTML e-mail messages - Funk-a-nized the manage repositories section - Added section "Actions" to main admin page - Added function "E-mail all users" to "Actions" section on main admin page - The duedate_notify_cron.php script also synchrosises the fail-over database - Added global directive ONEENTITYPERCUSTOMER. Once enabled, only one entity per customer may exist. For Natasja. Bug fixes - Bug fixed: Save as new now remembers form id - Bug fixed: History dropdown not working in Firefox - Bug fixed: Customer de-activation works again - Bug fixed: BUG in RSS page - Bug fixed: De-acivating customers works again - Bug fixed: Lock icon in main entity list is restored - Bug fixed: #COMMENTBOX# will appear now also when the user is an OORO user - Bug fixed: Dropdown based on customer LOV works also on custom made forms - Bug fixed: Save as new entity works again - Bug fixed: The sort routine on the main list is finally okay 23/05/2006 - Version 3.4.2 New features - Text area's can now also contain rich text (see extra fields section) - New feature: NOBARSWINDOW. When enabled, opens CRM-CTT in a full-screen window without menu- and address bars. - A new report method was added to the summary page: management information. When using this report method, you'll end up in the management information section, where everything you'll see will be filtered based upon the query you made on the summary page. - The upgrade script can now also be ran from the command line (see manual) Performance - Reduced the size of the main list output. Gain about 40% (on large pages) by using more CSS and javascript (thanks to ES Automatisering). - Deleted obsolete functions printeditform() & printeditform2(). Gain about 160KB in package size. Lay-out/cosmetics - Replaced the WYSIWYG editor - Improved the trigger interface - The templates admin page is now tab-ized - Some tooltip hints in the extra fields page were added Extra fields - Custom created buttons which only trigger triggers. You can now add buttons, which save an entity and execute some defined triggers. Cool option; you can combine the advanced access rights possibilities of an extra field with a form element (which is cool, trust me). Other triggers will also fire when appropriate, but the button trigger will fire last. If no value in a form is altered, only the triggers attached to the button will fire. This way you can create workflow bypasses for specific users or groups. - New extra field type: rich text area. This will show a rich text editor so rich text can be stored in CRM-CTT. Copy-pasting from applications like Word works perfect. Please do mind that the content will be saved as HTML, so when you offer this field for exports, it will export HTML code. - New extra field type: checkbox (by popular demand) - Text area extra fields can now be sized - Text area extra fields can now have the clock-icon to insert date and time printed above them Misc - Next to the administration manual, there's now also a "configuration and management essentials" document especially for non-technical users. - Bug not fixed: cache problem (customer field filter in main entity list) (couldn't reproduce this) - Replaced the 3.4.0 -> 3.4.1 upgrade routine. On very large tables (>1GB) it was killed by the kernel because it consumed too much memory. The new routine is slower, though more memory-efficient. - The init page with the green moving gif will never be visible for more than 20 seconds even if cache buildup was unsuccesfull. Custom HTML forms - Save as new entity-button for custom made forms (varuss@sf) - Add-text-only box for custom made forms Bug fixes - Bug fixed: Main entity list: Sortable by each field (links were not shown) - Bug fixed: Export Excel customers: list-of-crm-users displays as number, not names - Bug fixed: SQL error when customer fields are used as filter in main list - Bug fixed: Vanished values in main list when showing customer field of User-List type - Bug fixed: management.php form-id saved wrong - Bug fixed: deleted users will no longer be exported - Bug fixed: LoV-extrafield in dropdown "more" list shows serialized array - Bug fixed: WebDAV check should be HTTPS-only compatible (Joaquim) - Bug fixed: inserted entities don't show extra field values (thanks to Gert) (3.4.1 patch on request) - Bug fixed: Language pack display on new installations shows 'PACK' as language pack - Bug fixed: Clicking "add a record" from customer page doesn't work with self made forms 26/02/2006 - Version 3.4.1 Performance - Extensive intelligent caching routines added. To be switched on (default) or off by altering global directive USE_EXTENDED_CACHE. This method may gain performace im- provements up to 80%. When this function is enabled, you'll see a CRM-CTT logo and an animated GIF image when you log on or switch repostories. When you see this, CRM is building your cache arrays. It takes a little time but believe me, it's very use- ful in most cases. To test if your database is faster with EXTENDED_CACHE enabled, run "php -q update_cache.php -c MYSQLDATABASENAME" on the command line. - Binairy data is now stored in a tertiary table. Faster, but it makes the upgrade routine a little heavy this time. Extra fields - Per-user and per-group access rights definition for extra fields (cool option!) - Box sizes can now be set for numeric and text fields (e.g. not for textareas) - New extra field type: "List Of Values". This is a field (type textbox) which can hold multiple values. - New extra field type: "Drop-down based on customer list of values" (entity only). This type will present a drop-down box, filled with values based upon an extra customer field of type "List of values". (cool option!) Forms & templates - You can now also create your own (summary page) HTML-reports. Thanks to hakansoyler@sf for bringing up the idea. (cool option!) - Under the main edit screen, a pulldown box is presented to switch the entity to another form type (admins only) - Customer edit screens now contain the RTF-report icon, and it is also available as template tag. - Attaching files from WebDav is now also possible with custom made forms Triggers - New trigger available: on event XX set form-id of the concerning entity to YY Security & user accounts - New clearance level: "full access though only see own assigned entities". This user is the same as the "full access though only edit own assigned entities" except that this new user cannot see any other entities than the ones assigned to him/her. - Personal list layout settings are now stored in the database instead of in a cookie. - Custom navigation tabs can now be assigned to profiles (next to users) - Custom navigation tabs can now also show any of your HTML templates Administrative - New admin item (system configuration) : show trace link. Using a cookie you can now enable the trace link (with log info) only for yourself (e.g. without bothering other users with it) - Entity double-add-within-the-hour checking is now configurable (though still on by default) - Updated manual Management information - Added section "Form breakdown" to the "Quick summary" management information section Bug fixes - Bug fixed: when FormFinity is switched off, form-access-checking is disabled now to avoid the nobody-can-see-any-entity-bug. - Bug fixed: the calendar sometimes showed entities which shouldn't be visible - Bug fixed: single-entity-invoicing icon works again - Bug fixed: adding entities from e-mail is now FormFinity-compatible (thanks to Edwin) - Bug fixed: EntityRelations select box now looks normal in custom made form - Bug fixed: Exchange HTML-emails now are stripped (HTML is stripped off) - Bug fixed: calendar shows no red duedate links in next months, only current - Bug fixed: Priority isn't saved when a limited user adds an entity in a custom made form - Bug fixed: The AutoComplete list sometimes contained categories of entities the user is not allowed to see. 11/01/2006 - Version 3.4.0 (a lot of items, so this time we've put in some structure) Important changes for administrators - Clearance level change: when a user has CLLEVEL full-access-own-entities, he/she will from now on also be able to add entities unless specifically denied in user profile or group profile. Stunning (general new functionality) - FormFinity - Entities can now have their own HTML-forms. Users (and profiles) can be authorized to use only a specific set of forms. When a user with rights to multiple forms wants to add an entity, he/she gets to choose from the available forms. The resulting entity will always show up in that form. Now it's really possible to use CRM-CTT for helpdesk tickets and coffee orders at the same time! - A new export-icon was added to the main entity list. Next to the usual MS Excel-icon there's a new one showing 2 excel icons. This icon, when clicked, will export the list with the fields you're viewing in your main list immediately without asking you which fields to export. - The main entity list filter boxes FINALLY work correct and fast! (whooho) Extra fields - Custom made forms can now have hidden (extra) fields containing pre-defined values. - New extra field type: numeric. This field can only have a numeric value; the user will not be able to save an entity when it contains anything other than a number. Numeric fields are added up by default on the main entity list. This can be switched off by disabling global directive DISPLAYNUMSUMINMAINLIST. - New extra field type: User-list. This fields will be presented as a drop-down list con- taining the users in CRM-CTT. This field can in turn be used for triggers (see below). It can contain all admin users, all limited users, or all users. Forms & templates - HTML Forms can now have hidden extra fields containing values. With this you can make sure that when a specific form is used, you can set some values without bothering the user with it. - Added HTML Form tag #PARENTBOX# to display entity parent-child information and select box - Customer forms can now also be templated (few words, lots of work :)) Triggers - New trigger available: on event xx extend duedate with 1|2|3|4|5|10|20|30 days. - New trigger available: on event xx set assignee or owner to value selected in extra field yy (which must be of type 'user list'). - New trigger available: on event xx e-mail the person selected in extra field yy (which must be of type 'user list'). - New trigger available: fields which are not of type drop-down fields, can now also be used for creating triggers, though only to_value [something else], not specific values. Security (related) - When an "Access denied" message is shown, a [trace] link is printed behind it. Clicking it will show the qlog trace for the page the user is viewing. - Customer access check layer; just like entities, CRM-CTT now always checks a user's access to a customer. This makes CRM-CTT a little slower, but more secure and more consistent. - Authorisation models (CheckEntityAccess & CheckCustomerAccess) now also apply to management information section. - Improved security. - Better customer journaling. - From now on, Invoice Cost and Invoice Qty. fields will be checked to see if the user submitted numeric values. The user will not be able to save an entity when it contains anything other than a number. Debug - Added getset.php debug-help ShowTraceLink. When set to 'true', a [trace] link is printed at the end of each page, which when clicked shows the qlog trace for that page Misc - Base infrastructure for user-to-user messaging was build, but not yet made visible/active - Updated PHPMailer classes to latest version - Manual was updated, and more than 40 spelling bugs were "fixed" :) - Deleted flag bitmaps from jp/ directory. Package is now 1,5 MB smaller. - Updated build script. A nightly CRM-CTT development snapshot can now be downloaded from the project download directory. - Next to normal builds, MAX builds are new. These builds are the same as the default builds, except that all debugging information (qlog entries) is removed from the source code. For very heavy installations (or very slow hardware) use this version. Please note that when you encounter a problem, you'll need to have default (e.g. non-MAX) installation to get any debug information. - MySQL 5.x compatibility (experimental, but tested and found to work) - PHP 5.x compatibility (experimental, but tested and found to work) - Mail me if you've read this far so I know I don't put all this effort in the CHANGELOG for nothing :) 11/12/2005 - Version 3.3.2 rev1. - Custom made entity add and edit forms now also work OK for limited users - Little cosmetic change to the customer edit form (less icons) - A unified email FROM-address can now be set (in this version only in getset.php, line 68, set $GLOBALS['UNIFIED_FROMADDRESS'] = "you@your.address.com", in future releases this will be a global setting). This one is especially for Ryan. - ENABLEENTITYLOCKING is now set to 'Yes' by default 04/12/2005 - Version 3.3.2 - Expirimental LDAP support - Entity parent/child support (expirimental). By enabling the global setting ENABLEENTITYRELATIONS (and optionally HIDECHILDSFROMMAINLIST) you can relate entities to each other. - Extra drop-down field lists can be be sorted (on request) - RSS Support. The administrator is now able to define an unlimited number of RSS feeds based on SQL queries (examples are given). The result of the query, will always be matched against the user's rights - e.g. the authentication model is still appliccable when viewing RSS fieds. - Users can now be limited (by user or profile) to working with only a given list of customers. All other entities will be hidden. 20/08/2005 - Version 3.3.1 (important, major bug fix!) - Major 3.3.0 fixed. When using templated entity forms, all extra field values which you did *NOT* place in your form will be deleted when you save it. This also happens on normal forms when the user is not entitled to see al fields - the field values the user cannot see will also be emptied on save. - Three triggers added: entity_add, entity_edit and entity_edit_checkbox 14/08/2005 - Version 3.3.0 - Templated entity forms! The entity forms can now be designed to meet your demands. Using the known HTML-editor, you can model the forms using the same tags as you use for other templates. There are four types of entity forms which you can create yourself: 1. The entity add form for full-access users 2. The entity edit form for full-access users 3. The entity add form for limited users 4. The entity edit form for limited users - HTTP Realm (BASIC) authentication is now supported. When a user is authenticated already by the webserver, CRM-CTT will assume this is correct, and let the user in. This will only work when a) the user indeed has an CRM-CTT account and b) the CRM-CTT configuration directive AUTH_TYPE is set to "HTTP REALM". This feature should only be used in installations which are not connected to the big bad internet. - User profiles now exist. Profiles can be created, and users can be coupled to such a profile. - Configuration directive BODY_LIMITEDHEADER enables you to create a little HTML-header for the limited interface - Configuration directive BODY_URGENTMESSAGE enables you to display a message above each (full-user) page. - When using extra fields with default values, the records containing these values will now be created immediately for each entity or customer. This is much better for statistics. - Added tooltips in the administration section. They can be disabled by disabling the SHOW_ADMIN_TOOLTIPS directive in the main admin section. - Added a search box for the Global System Values section - MASSIVE performance improvement for repositories with much extra fields - Extra fields can now be emptied (thanks to Cheyenne) -> update, feature disabled! - The order in which triggers are processed is now OK - a trigger will always work with the new values (also thanks to Cheyenne!) 02/07/2005 - Version 3.2.0 (2nd release) - Fixed a little "save and close" bug on the summary page - Fixed limited interface 26/06/2005 - Version 3.2.0 (E-mail integration and more) - Incoming (read-only) e-mail box over POP3 support (personal + system-wide) - Fixed a WebDAV bug - files with singlequotes no longer crash the database query - Added a misc trigger which when set can mail to users when the due date (not the alarm date) is reached, request from forum (Pabloquintana, Fabrice) - Refurbished the install routine - Double entity add check now also on limited inserts of entities - Under water: all edit screens now use the same function - this makes all edit screens consistent and recognisable. - The administrator is now able to add customized navigation tabs linking to a specific page witin CRM or external webpages which will be displayed in a frame to the CRM-CTT navigation tabs will still be visible - Lots of bugs fixed in the invoice routine - When selected from the main list, the entity page now contains two arrows which can be used to navigate trough the search results. - The layout of the add entity form for limited (insert-only) users can now be adjusted. The admin can choose wether the limited user is able to set the status, priority and duedate (by hiding or showing the field) - When a different report method is chosen when requesting a bookmarked selection, this method overrules the bookmarked one; this enables the user to request a PDF, RTF or CSV export whilst the bookmark was saved reporting method "brief" or "verbose". - The (old) "doesn't belong here" and "waiting for somebody else's action" fields are now disabled by default. For compatibility reasons they can be enabled using the USEWAITINGANDDOESNTBELONGHERE directive. - PDF Exports now have a reasonable name - Fixed a VAT calculation bug in the invoice routine, only occurring when values are entered including VAT (thanks to Philippe) 24/04/2005 Version 3.1.0 (small database adjustments, feature enhanchements) - Totally redesigned administration page. Let me know what you think. - Users can now also imported using plain-text CSV sheets - Extra fields can now be given a default value - Summary page searches can now be bookmarked - Authenticated SMTP servers are now supported - The mailer type is now configurable; can be either Sendmail (using the com- mand line), mail (using the native PHP function) or smtp (using a network connection to your or your provider's SMTP-server) - Refurbished the triggers page. It's more readable now. - Added 3 new event trigger options: stop-clock, start-clock, and reset-clock - Added extra field breakdown in the quick summary (management information) - Fixed an error which can cause a loop when having logtext set to "true". - Fixed cookie problem - username and password will now always be remembered and the main list layout will be displayed correctly - Added support for exporting and importing the global settings table - Added support for exporting and importing extra field definitions - Read-only users will no longer lock an entity - Fixed: Colorpicker popup wont close - Fixed: invoicing with VAT-inclusive amounts (template issue: use LVAT i.s.o. VAT!) 10/04/2005 Version 3.0.0 (major update, templates will have to be re-written) Please mind: this version implements a complete new way of managing extra fields. This affects the user experience, and the upgrade routine is pretty heavy. It will take care of all conversions to be done. The way it's implemented now makes CRM-CTT much more flexible for future enhanchements. Before upgrading, please check your unreferenced extra fields. After upgrading, fields which are already unreferenced in your current 2.6.2 installation cannot be restored. To avoid this, restore your unreferenced fields before upgrading, and delete them again afterwards. >| Because of the extra field change, you will have to edit all templates which use extra >| fields values because the reference will be changed. Also, you'll need to re-set your >| main entity and customer list layout (if you had any extra fields in it) This version will display a (blocking) error message when you are running on 3.0.0 software using an 2.6.2 database (and vice-versa!). You (the administrator) will have to upgrade before users can access the system. Test this release on a backup repository before upgrading your production system! - The extra field subsystem was completely revised. When upgrading, take extra care. See the UPGRADING file for details. - Added support for required default and extra fields (!!!) - Adding and editing of extra fields is now done using a menu instead of a syntax like "TB_name" or "DD_name|option1|option2". Next to that, extra fields can now have any name you like - special charactes like commas or quotes are now allowed. - Extra fields can now be placed on 4 places on the main edit entity page - Added a configuration option 'REQUIREDDEFAULTFIELDS' which enables you to set some standard fields to "required" - Added a configuration option 'FORCEDFIELDSTEXT': the message which is prompted when a user did not fill in all required fields - Added 2 extra field types: "comment" and "hyperlink". Using the first, you can add comments in your list of extra fields to tell the user something. The comments are based on HTML templates in your database. - Extra fields can now be hidden from non-full access users, like customers, - and, additionally, to all users but administrators. When this is enabled, it will only show up with user having a "full access" or "administrator" clearance level. - An extra field type "invoice cost including VAT" was added. This enables you to enter values which already include the VAT cost. The invoicing routine will still break down the costs. - Default and extra customer fields can now also be shown in the main entity list. The extra fields can also be used as filters, but be aware; filtering on extra customer fields in your main enity list is sloooow and will generate quite heavy server load. You might want to restrict this. Customer fields in the main entity list will show up in blue. - Added configuration option ENABLEENTITYLOCKING which, when enabled, locks an entity (for max. 10 minutes) when somebody opens an entity edit screen. This is to prevent two people from editing the same entity at the same time. - Added the possibility to summarized fields in invoices. For instance, a tag named @SUMEFID123@ will print the sum of extra field 123 of the entities used to generate the invoice. - Added "extra field inline edit modus". Works just as the language tag display modus. All extra field names become links (only for the current session) so you can edit the layout of your entity field better. - Four styles (colors) can now be chosen: the default foreground color, the background color, the form element color, and the fieldset legend color. Embedded as configuration directives DFT_FOREGROUND_COLOR, DFT_PLAIN_COLOR, DFT_FORM_COLOR, and DFT_LEGEND_COLOR. - The main font face and font color can now be alteren (DFT_FONT and DFT_FONT_SIZE) - Added two more event triggers; "Limited user adds an entity" and "Limited users updates an entity". - Improved the week calendar - Due dates in the past will now also show up in the main page calendar - HTML E-mail are better (better HTML layout) - Added "import entities" function to the administration section (!) - Added possibility to check if a customer already exists when adding a new customer (for Dick and Nicolaas) - All colors and fonts can be adjusted now (admin -> system config) - Added on-screen logging mode for administrators - Added a separated cache table and better cache housekeeping - Fixed garbled dates (in list, edit screen, PDF, CSV) when using a windows MySQL server - Added a Russian language pack to the project site 14/03/2005 Version 2.6.2 - This version supports the use of different types of character encoding in your language pack. The default is still ISO-8859-1, but if you add a language tag to your language pack called "CHARACTER-ENCODING" (in capitals, without the quotes) containing the correct value, CRM-CTT will use this to override the default encoding. (e-mail is not yet covered) - Event trigger options were vastly expanded; next to sending an e-mail it's now also possible to (un)delete an entity, set it to read-only or -write or update the status, priority, owner or assignee on any field value change event. Read: workflow! - The e-mail_in script, which can be used to insert entities via e-mail, is no longer beta. It now also fully supports triggers and auto-assignments of entities to the owner of the customer. - Triggered e-mails can now be configured to also attach a report (an RTF report or the default PDF report) - Fixed a bug which caused extra fields to be parsed wrong when using field numbers instead of names - Fixed a little age culculation bug - The customer id (CID) can now be used for searching a customer and it can be used in templates (@CID@). 06/03/2005 Version 2.6.1 - SR1 - In all read-only profiles the second entity text box (allowing read-only users to add text) were added back to the screen. - When parsing a single entity invoice, all entity fields in the whole template get parsed, instead of only the fields enclosed by the @REPEAT@ and @ENDREPEAT@ tags. The latter is still the case when parsing invoices based on more than one entity. 27/02/2005 Version 2.6.1 - ** Experimental support for PHP installations without having PHP configuration directive REGISTER_GLOBALS set to 'On'. CRM-CTT should now also work correctly without this dan- gerous setting enabled, though testing is required. Any volunteers out there? Meanwhile, for production usage, it's still advised to have the setting set to 'On'. - 2.6.1 fix1 updates: some profile bugs were fixed, and, more important, in all read-only profiles the second entity text box (allowing read-only users to add text) were removed. - The main entity list now supports filtering on status and priority in a NOT-way; like all but having status "Open". This can be switched on and off using the DISPLAYNOTOPTIONINFILTERS directive in the Change Systems Values section - The main entity list now shows the number of found entities in the fieldset title - Added support for numbered template tags instead of the full extra field name - Incoming entities can now be assigned to the customer owner auto- matically. This bypasses the "Incoming entity" list. To enable this, set configuration directive AUTOASSIGNINCOMINGENTITIES to 'Yes' - RTF Reports are now streamed to the browser (instead of building the whole report in memory first). This decreases server-side memory usage *a lot* - In the management information section, clicking on the customer name now brings you to a more detailed screen containing specific statistics for that customer - RTF Mailmerge functionality based on a selection was added to the customer page - The fixed fields in the customer list can now be used for sorting - Extra fields can now be placed (all at the time, not per field) on either the top (just above the contents textarea) or at the "normal" place, just above the file list. This can be cofigured using the EXTRAFIELDLOCATION directive in the Change Systems values section - Added trigger support to crmlogger and email_in - Triggered e-mails were attached by default; this can now be chosen - Sorting the entity list now also works in the limited interface - Fixed a little mail-merge bug causing customer e-mail merge subjects not to be parsed 30/01/2005 Version 2.6.0 --- WARNING: This version includes new language tags. A new English language pack is distributed with it, and when upgrading, your English pack will be upgraded. All other languages now need an update. The Dutch language pack is alread up-to-date, but all other packs need to be completed. Please, please send me your updated language pack, so I can place it on the project page for other users. - A new CRM-CTT logo is implemented in this version, thanks to the effort of Marcin and Lukasz. Please let me know what you think! - Custom-made entity (RTF) reports are now fully supported. (!) - Triggers on entity change actions are now supported. The admini- strator is able to set a triggered event on almost all possible entity changes. The e-mails which are sent as result of a triggered event are automatically attached to the concerning entity and, if appliccable, the customer dossier - HTML Templates can now be uploaded and edited in the templates section of the administration section. These HTML templates are used for triggered events and for the mailmerge - E-mail merges can now be performed from the customers page. - E-mail merges can now be performed on any custom customer field (EML_*) - The summary search function was totally re-written. It is a little bit slower now, but much better. Selecting multiple extra fields in the search query now works. - An option "Generate entity report" was added as a display method on the summary page - The main entity list now has three icons in the top-right corner: PDF, CSV (excel), and entity report export. These exports are automatically based on the currently displayed list of entities - A check was build in to make sure an entity is never added twice - The customer search funtion was replaced by the routine of summary page. This means that multiple extra fields can be used for filtering, and that customer dossier attachments also will be searched through. It's a little slower now. To avoid slow searching on simple queries, a second box was added which only searches for customer names - All extra fields can now be used in all templates (RTF and HTML). A link called "List of valid template tags" was added to the main admin page. It will show a list of all available tags based on hard-coded tags and the extra fields in your installation. - A setting called PDF-ExtraFieldsInTable was added; this lets you control the way extra fields show up in a PDF report. When this setting is set to "Yes", extra fields will be printed in a table. Otherwise, each extra field will be printed on its own line (like in earlier versions). - When exporting entities (in PDF or CSV/Excel) more customer data than just the name will be printed. In the PDF it's hardcoded only the contact name, phone and e-mail, in the list exports it will contain all fields (and extra fields). - Two more control options were added to the user profiles: Show customer tab and show deleted entities. These tabs can now also be controlled per user (and still also global) - Customer exports based on a query doens't crash anymore when having selected many customers; the query is now handed over to the export handler via the database instead of the old POST/tempfile construction. This is faster and more safe. - The DIV showing customer info on the main edit entity page now contains another DIV which displays the attached files. - A configuration option called EnableSingleEntityInvoicing, which enables a user to generate an invoice over a single entity. An icon (MS Word-style) will be shown on the main edit entity page when this feature is enabled. Everybody can use this function. - MAJOR performance improvements by adding more indexes - Some calendar performance updates were implemented - Fixed the "The image xxxxx.php cannot be displayed, because it contains errors" bug when using CRM-CTT in Firefox. - Fixed a bug causing extra fields not being saved when saving an entity for the first time. - Fixed a bug which made it impossible to edit extra customer fields - The manual was updated - Double-insert check on entities added 31/12/2004 Version 2.5.3 - Customer dossiers can now also have file attachments - The PDF export routine for customers is now *much* better (=useful) - Added a configuration item called "ForceSecureHTTP" which enables the admin to have CRM-CTT automatically redirect users to the HTTPS:// equivalent of the URL he/she is using when it's not HTTPS already. Naturally, your webserver must be configured to do this. On the logon page, secure repositories are marked darker in the dropdown list. - A message can now be displayed on the main page (directive BODY_MainPageMessage in the "Change Systems Values" admin section) - Added 5 extra statistics (online and in the PDF report) : Top 20 entities (based on journal) Top 20 Users (based on journal (=actions)) Top 20 Users (based on uselog (=every click)) Top 20 slow open entities Top 20 slow deleted entities - Extra customer fields are can now also be ordered - All PDF tables of content are replaced by PDF-supported bookmarks (which will display in the left pane in Acrobat) - A new extra field type was added: DATE_ Fields prefixed with DATE_ will show up as a date field (and pop the calendar when clicked) - The 'Edit Extra Fields' admin sections were improved - Invoicing now supports 2 types of invoices: one with a static VAT percentage summed at the bottom, and one capable of generating invoices with multiple VAT percentages. The latter one requires new tags to be used in the template, after upgrading to 2.5.3 two new example templates will be available in your installation. - When invoicing, the IHS_ (invoice hours spent) is no longer required. If the extra field is not there, or if it just isn't entered, the invoice routine will default this value to 1. Wether or not it appears on the result invoice, is up to the template. - Invoice numbers now work. It's a 6-digit number (when needed prefixed with 0's) which auto-increments. A prefix for this number can be set using the administration section. (change systems values) - When invoicing, the customer journal is now kept up-to-date, and the concerning (individual) invoice can also be attached to the customer when requested, even when generating a complete multi-customer invoice. - When mailmerging, it's an option to attach the individual documents to the customer dossier (for archive purposes) - EID's of deleted entities now appear in red in the main and brief lists - Added the age/duration field as an option to the lists (sortable) - The main page now also displays recent entities in color in Firefox - Journals are now sorted by log id instead of the timestamp (which is better) - Fixed a bug causing extra fields longer than 20 chars to generate an error when saving a second entity - Fixed a bug causing entities to be saved w/o a customer when the customer list was used to create the entity from - Fixed a bug in the managemen information (waiting entities and 'entities that don't belong here are now displayed correct) - Fixed a bug which deleted a little too much journal entries - Fixed a little bug in the customer search function - Fixed a bug which kept the duedate alarm subject the same within one cycle - Fixed a little bug in crmlogger.php - the "waiting" value was not set to 'n' when adding a new entity 05/12/2004 Version 2.5.2 - Invoice and mailmerge support based on RTF templates added. CRM-CTT is able to create invoices and mailmerges based on RTF-format templates. See the manual for more details. - Added a plug-in which can be used to insert entities into CRM-CTT from e-mail. An example for a Sendmail MTA is included in the manual. The script is called email_in.php; it's able to process attachments, and will send a nice (configurable) reply to the sender. E-mails inserted into CRM-CTT will appear on the "inserted entities" list. For now, this plug-in has beta status. - Added a "database cleanup" function which enables admins to physically delete a set of entities (by logical delete date) to reduce used disk space and increase performance - Added a setting called "MAINPAGELINKS". You can now display some links on the main page. - Extra fields can now be ordered - The "inserted entities" list now has a delete button which enables administrators only to physically delete the inserted entity (without any form of confirmation that is!) - E-mail subjects can now be adjusted in the main administration section: - SUBJECT_NEW_ENTITY - SUBJECT_CUSTOMER_COUPLE - SUBJECT_UPDATE_ENTITY - SUBJECT_ALARM - SUBJECT_EMAILINSERT_REPLY The usual tags can also be used in these subjects, except for @CONTENTS@. - Changed the date/time/user insert function from 2 lines to 1 - Added support for setting alarm dates using crmlogger - crmlogger was not logging the "closeepoch" when setting an entity to "deleted" - this garbles statistics - Fixed a duration/age bug when exporting excel sheets - Fixed some week detail calendar bugs (private entities won't show up anymore) - Fixed a bug in the management information PDF wich caused the "entities closed this week" (and month) to always be 0. - Fixed a bug in the function which creates WebDAV links. WebDAV now also works over a secure (HTTPS) connection. - Fixed a bug in the PDF management information. The "entities opened this week" and "entities opened this month" values were always shown as 0 07/11/2004 Version 2.5.1 - Added a console logger (crmlogger.php) which enables you to add and edit entities from your Windows or Linux (UNIX) command prompt. This method can thus be used for (e.g.) logging your backup script results or, with a little configuration of you mail server, make it possible to e-mail directly into CRM. All this is covered in the manual, so please read that first. - Added week calendar and entity duetime scheduling. By clicking the week number in the calender, the user will get a week overview of that week. This works in all calendar appearances but the alarm date calendar; alarms still can occur only once a day (not ok? let me know plz) - Navigation tabs "Add", "Entities", "CSV", "PB" and "Summary" can now be blocked on a system level, but also blocked or unblocked per user user profile. You now have total control. :) - The creation date can now also be shown in the main entity list - It's now possible to on-line copy a customer database from another repository to the one you're working in. This is quite handy when you want to share customers between mulitple repositories. One repository must be master, while the other will be slave. - Added an extra field type for e-mail addresses: use "EML_" as prefix. When clicked, a CRM-CTT screen for emailing will occur (e.g not the default system mail client) - Fixed a bug in the management information wich caused the "entities closed this week" (and month) to always be 0. - The customer can now also be e-mailed from the main edit enitity page - The e-mail link in the phonebook now points to a CRM-CTT e-mail screen instead of the "mailto:" link - Fixed a bug causing the tabs to highlight incorrect when having HIDECUSTOMERTAB set to on (and using CRM as a non-admin user). - The creation date in the main entity list is now displayed in 24-hour format - Fixed a (non-critical) bug in the "Import language pack" function 17/10/2004 Version 2.5.0 - Revised the "Check database" function. It now also has a command line interface (to run it daily or weekly using cron) and it checks more tables for consistancy - Updated the manual. An appendix explaining to use of command-line scripts has been added - Added the option to let every update of a specific entity be mailed to the owner or the assignee of that entity - Added configuration setting for the temporary filespace location - Added an option to let the duedate notify script also check for due dates (and thus email alarms) on already deleted entities (directive ALSO_PROCESS_DELETED) - Added a 'private' checkbox to each entity. When set to private, nobody else will see this entity; only the owner and the assignee will see it - Added an option to only view today's log messages 19/09/2004 Version 2.4.6 - Added a print-icon on the main edit entity page, which when clicked opens a window which immediately prints the PDF summary. - Added functionality for importing and exporting user-accounts, which is handy when cloning repositories. - When FORCECATEGORYPULLDOWN is set to Yes, the summary page displays a filter box for the category (request #369) - Added duration and age reporting to all exports and summary pages (age when the entity is not deleted, duration when it is deleted) Please mind; this information will only be available when an entity was added in CRM version 2.4.6 or higher. - Added support for pre-defined entity comments. This way the admini- strator can define some lines of text (like "I'm on it" or "Done") which can be easily inserted into the body of an entity by the users. This is obviously for lines of text which are often the same. The option to configure this can be found in the Change Global System values section under directive "STANDARD_TEXT". - The summary page now also remembers the extra fields searched in the previous search and displays this again when the form returns. Also, the "More" tab will remain open. - Adjusted the PDF report - the extra fields no longer display in a table; they're just printed (wordwrapped). This fixes the wrapping problem when having large values in your extra fields. Thanks to Steve Mueller. - Made the customer page main list treshold configurable. Before, CRM-CTT didn't display the list if it was longer than 150 customers, for bandwith reasons. This number is (out of the box ) still 150, yet it can be con- figured in the Change Global Systems values section under directive "CUSTOMER_LIST_TRESHOLD". - Updated the layout of the account management page - Fixed a WebDAV bug - The manual was updated - Little layout bug fixed in cust-insert.php and management.php 05/09/2004 Version 2.4.5 - Fixed a little bug in management.php - JavaScript error in cust_insert.php fixed - More trigger options added - an owner or an assigne is now able to select to receive e-mail updates every time the entity is edited - A higher-than-i-liked number of little (buried deep-down) bugs fixed in: - The management interface - The limited interface - The check-db routine - The edit status and priority variable routines - The installer - Some e-mail functions were optimized - Added an administrative option to block all Excel and PDF export functions for non-adminisrative users 30/08/2004 Version 2.4.4 (feature addons, no database changes) - Added more navigation shortkeys. Press ALT-H to see them. - Added a little icon to the tab header bar for switching between repositories. - Fixed a little bug in the original ShowRepositorySwitch routine - Improved the "Change systems values" section - Replaced the HTML editor - Some escape bugs fixed 22/08/2004 Version 2.4.3 (feature addons) - Users can now switch dynamically between repositories, if their account information (username/password) is consistant. As always, the administrator can disable this feature, or set it to only show when the user is an admin. The repository switcher appears on the main page and on the admin page. - The due_notify now can also send an e-mail containing all the receipients non-deleted entities (both HTML and text) - Users can now edit their own profile (full name, password, daily entity mail subscription). This can be disabled in the administration section (directive LetUserEditOwnProfile) - The administrator can send an entity list mail to all users manually (admin section) - Improved the routine which pops up the calendar (it now only comes once) - Improved the routine which auto-inserts the date and time - Major code cleanup - 2.4.2 error with temporary files location fixed - New build procedure (lots of work, but you won't mention :)) 12/08/2004 Version 2.4.2 (2.4.1 bugfixes, minor feature addons) - Added the configuration directive AutoInsertDateTime (default = Yes (!)) - with this option you can enable auto-insertion of date and time when a user adds text to an entity - Fixed the "id=" bug. - Fixed the "non-writeable content field with read-only-assigned entities" bug - Fixed the double escape bug in the customers table. Comment fields in this table containing an ' are now processed ok - On the summary and customer pages, extra fields can now also be selected as filters (!) - A database maintenance option was added in the admin section. This function optimizes all tables (mysql: OPTIMIZE TABLE), repairs them, and it checks all references of customers, extra fields, and files. - PDWAS links on main page were removed 20/06/2004 Version 2.4.1 (2.4 bugfixes, performance) - Added a lot of caching routines to decrease the number of database queries needed to process a page. For instance, the main page uses around 20 queries less then before only due to caching. Large PDF reports are significantly faster. - The category field can now also be auto-completed based on category fields already in the database. It's not forced to select a value which already exists; the user may still enter any value. As this is only handy and never blocking, this option is set to "Yes" by default. - Added a "Save as new entity" button to the main edit entity page, which is only displayed when the "ShowSaveAsNewEntityButton" directive is set in the administration setting. Default is "Yes". - The customer database and page is much better. When searching, extra fiels are also searched through. The list lay-out can now be configured in the administration section in the same way the entity list can be configured. The result of a search can now be exported. - Image file inclusions are now done using temporary file storage instead of fetching the image using HTTP. - Added enhanched error checking and (when chosen) automatic submission of SQL errors directly into the Development repository at http://crmstage.it-combine.com or via e-mail. - Links in the TOC of PDF reports now work again - The main list can now also be sorted by duedate - Command-line tool added to generate a PDF report for all entities. This command can also be used for batch generating reports (e.g. using cron). Syntax: php -q ./generate_total_pdf_summary.php - use --help for usage instructions. - Rebuilt the "view log" function. You can now query the log for any text, or filter all warnings and errors. 23/05/2004 Version 2.4.0 (WebDAV, International dates, improved flow, +features) - Added an option to disable the customers page for non-administrative users (directive HideCustomerTab). If set, the tab "customers" will disappear (for non-administrators) and the page will be inaccessable (also when deeplinked). Also, when set, the phonebook will not display information from the customers table. The only way for a normal user to see the customer information, is to click on the dropdown arrow on the main entity screen. He/she will never be able to get a list of all your customers for export purposes. - The filter and sort variables in the main entity list are stored when using them, and if the next time the list is shown no filter and/or sort options are supplied, CRM retrieves the old filter and sort variables and shows the list exactly the way the user last viewed it. CRM remembers the difference in sorts and filters between the main and the deleted entities lists. - If an entity was accessed via the main list, after saving it CRM will bring the user back to the list. Same goes for the summary list. - Date format support. You can now choose between MM-DD-YYYY (USA) and DD-MM-YYYY (rest o/t world). Set DateFormat in Systems Values section. - All priority and status pulldown boxes are now colored - All e-mails (entity and customer) are now logged in the appropriate journals (sometimes only in the entity journal, sometimes in the customer journal, sometimes in both) - The main page recent and "today" list have status and priority in color - The PDF export are much, much better (including extra fields and colored status and priority variables) - When e-mailing, the EntityContents.txt file was replaced by the PDF report of the concerning entity - In the main edit entity window, ALT-S saves the entity - Status and priority colors now also appear in the HTML e-mails - Added an admin function which exports the complete working repository to disk in a directory/file structure - WebDAV Support. WebDAV a.k.a Webfolders is a method to access files over the HTTP protocol. The expirimental PDWAS system works great, though WebDAV works using a standard protocol. The advantage of PDWAS is that it works with all types of applications, where WebDAV only works with applications which support the WebDAV protocol. Most office applications support WebDAV however, like MS Office, OpenOffice, and KDE even has an protocal handler for it (webdav://). The best part of CRM WebDAV support lies in the fact that, as all things in CRM, it's completely built in PHP using the HTTP_WebDAV_Server classes made by Hartmut Holzgraefe <hholzgra@php.net>. Hartmut; Thanks! The CRM Adminmanual is updated. Please read the WebDAV section on more information on how WebDAV is used in CRM. Please be aware that you need at least PHP 4.3.0 in order to use WebDAV. ** Please mind ** CRM-CTT ships with WebDAV subsystem disabled. - Changed the "Journal", "PDF Report" and (for the 2.4 pre1 users) WebDAV text links on the main edit entity pages to icons. - Added activity graphs to entity PDF reports - Added a little icon on the main entity screen which when clicked spawns a little window showing the activity graph of the concerning entity. - Automatic session management (expired sessions are cleaned up better) - Enhanched security (I'm not going to tell what; it's not critical) - The field length of custom field *names* was expanded from 240 chars to LONGTEXT. - Fixed alarm date screen - USA date now also works Fixes: - 358 fixed - Critical - Extra fields not saved on first save - 351 fixed - High - after editing from main list, return to list - 352 fixed - High - Remember last sort - 326 fixed - High - Being able to hide custom fields in customer screen - 362 fixed - High - ALT-S to save an entity - 278 fixed - Medium - Date format - 300 fixed - Medium - Add customer owner - 314 fixed - Medium - Link on customers page to list of entities of that customer - 317 fixed - Medium - List of links to Language packs to automatically install - 350 fixed - Medium - custom fields too narrow - 320 fixed - Medium - Make e-mail to customer an internal link - 355 fixed - Medium - Add PNG stat images to PDF report (mansum and normal) 28/03/2004 Version 2.3.0 - Customer journaling added partially. The journal logs adding a customer and joining an entity to a customer - Customer owner added, with an option to e-mail the owner when an entity is joined to that customer - It's now possible to add a user with the same name as a previously deleted user, as long as the previous user was deleted with CRM 2.3.0 or higher. When you're in need of a script or intructions on how to physically delete users deleted with CRM <2.3.0, please send me an e-mail. - CRM_PDWAS Added (EXPIRIMENTAL). PDWAS means Pretty Dirty Web Authoring System. It's a Windows installer which enables you to open a file (e.g. Excel, Word) directly from CRM, and when you close your application the file will be automatically uploaded to CRM and joined to the entity which it came from as a new file. READ THE MANUAL BEFORE USING PDWAS. There is a specific manual for PDWAS included in the distribution. PDWAS is DISABLED by default. Enable the ShowPDWASLink directive to enable it. - The main entity list can now also be sorted by EID - 327 High BUG: Help windows dont show up [fixed] 07/03/2004 Version 2.2.0 - Added an option to install language packs directly from the CRM project page - please note that your server needs to be able to reach the web if you want to use this function. - Added mail to {everybody} functionality. One can now mail the owner, the assignee, the customer, and (if selected) any other user of your CRM installation. - When deleting an entity, the 'closedate' field is now always set - Adjust sort order of fieldsets in main edit entity screen; custom fields are now displayed above files - Added a link from the [customers] page to the list of entities coupled to that customer 01/03/2004 Version 2.1.0 (focus: +clearance level, +features, +security, +performance) - The administrator is now able to choose the global colums configuration to show in the several entity lists, including extra fields(!). When enabled (LetUserSelectOwnListLayout), the user can override this with his/her personal preference (stored in a cookie). In the management and cust-insert modus the user cannot override, ofcourse. - Performance improvement. An entity main page list containing 27 entities now executes 70 MySQL instead of over 140, and when switching on showing the number of attachments, the page is about 324% faster! (indexing helps!). Searching trough binairy documents (Word, Excel etc) is also dramatically faster. - A link on the main page "User Name's dashboard" which links to a page with a clear overview of own entities, assigned entities, calendar, and recent entities. - New clearance level; based on te customer-insert-user, but then with an option to let this user see the contents of the entities add by him/her and add comments to those entities like in the restricted interface (management.php). So, we had clearance level: Insert-only customer-user Which now is: Insert-only customer-user unable to read contents of added entities + Insert-only customer-user able to read contents of added entities Please note: the second user can see both unassigned AND assigned entities he/she has inserted (or are entered otherwise) as long as those entities are attached to the [customer] to which the insert-only user is coupled! - Security improvements regarding PDF exports. Mail me if you want any details on this. - Rewrite of upgrade procedure - from 2.1.0 and higher it's much more database-safe and more user-friendly. - Improved the import_files.php script - had a bug and was slow. A test proved that loading over 20,000 files into CRM is no problem: "Total 36962042 bytes (approx.35 MB) in 20,596 files." The syntax for this script still is $ php ./import_files.php or c:\php\php.exe import_files.php (from the command line that is!) - A new German language pack (thanks to Thomas Kaminski) 22/02/2004 Version 2.0.0 (please read - security related issues) Proudly announcing version 2.0 of CRM Since even the Linux Journal wrote an article about CRM, it becomes even more challenging to keep everybody happy with it. Over the last two years I've received many thousands reactions, feature requests, and bug reports. Some questions considered functionality buried so deep down in the "basement" that I too had to check what it was and how it worked again. Very nice to see that people are really using the product to the maximum of its extend. One reaction I remember very good was about the customer overview page: "I've imported around 5000 customers into CRM and the customers page becomes a little hard to work with. Can you improve this?". When I designed CRM, and we first started to use it, we had around 25 customers registered in it. :) With version 2.0 a new lay-out is introduced. This lay-out has been chosen to make it more intuitive to work with, and more recognisable. I'd very much would like to know what you think about the new style, so please, please send me feedback - I cannot improve CRM without feedback. So, please send your opinion to hidde AT it-combine.com. Also regarding the lay-out: be sure to test version 2.0 first. Apart from the database version number nothing has been changed in the data-model so you can safely use the new code against your old database (but don't forget to run upgrade.php later on if you start really using 2.0) In 2.0 lots of feature requests are implemented, though not all. Refer to http://crmstage.it-combine.com (user CRM, pass crm, repos. Main Devel.) for a list of things to come in 2.1. - SECURITY RELATED: An administrative option was added to execute custom-made queries. This option comes in 2 forms; a wizard-like interface which leads you through several steps and creates a query, and an option to execute a query directy (e.g. you can type the query and execute it). The latter is potentionally dangereous. It only excludes DELETE, DROP and TRUNCATE; all other queries are allowed. To disable the latter function, edit admin.php and uncomment '// $Disable_direct = "1";' to '$Disable_direct = "1";' at the top of the file. Note: you can ONLY disable direct queries, not the wizard queries. - Added a new Clearance Level: "Full access though only edit own assigned entities" this user is able to read *everything*, though can only edit his/her own assigned entities (but cannot change the owner, assignee, or [deleted] status). He or she can view customers, though not edit or add them. He/she is also unable to add entities. This clearance level should actually be the main operating level for non-managing assignees. - Added command-line interface for uploading files into CRM. You need to have an administrative account to use it. With this tool you can attach the contents of a local (server that is) directory to a specific entity ID. Syntax: php import_files.php. - Shortcut keys to the tabs (ALT-1 .. ALT-0) added with an option to show these numbers on the tabs (ShowShortKeyLegend). - Added config option ShowFilterInMainList - when setting this to yes drop-down boxes will appear at the top of the main entity overview list so the list can be filtered. Very handy. - Added config option DontShowPopupWindow - when setting this to yes the pop-up menu in the main entity list will not appear anymore but instead, when clicking on the row, you will be brought to the main edit entity screen immediately - You can now click Prev and Next in the calendar - Added an icon to insert time/date/username into textbox on main edit entity form, as well as two icons to de- or increase the text box size. - When exporting customers, the extra fields are now also exported - Native Microsoft Excel exports now possible (with nice colors) - you need the PEAR libs to use this function -> http://pear.php.net/ - Fixed little bug in 'create new repository' function - Fixed little journal bug (wrong e-mail address displayed) - 259 Critical BUG: error when only searching for a specific assignee - 294 Critical BUG: Read-only-all profile broken - 262 Critical BUG: Mainpage cal days <10 in month dont show - 256 Critical BUG: Accounts Edition - 259 Critical BUG: ERR where Summary of entities is requested where Owner = "all" and Assignee <> "all" - 264 Critical BUG: AutoCompleteCustomerNames broken - 222 High Calendar adjustments - 244 High Being able to disable a customer - 261 High Radically change design - 286 Medium BUG: Setting an entity to RO when adding a new one doesn't work - 248 Medium BUG: Also search filenames of which contents is ignored (e.g. JPG) - 251 Medium BUG: Extra fields dont show up on incoming entities - 254 Medium Being able to disable rich text editing - 267 Medium Make extra customer fields exportable - 283 Medium BUG: History drop-down box keeps repeating date - 250 Low 1.9.4-1.9.5 - 289 Low BUG: NOTABS navigation home page screwed - 246 n/a Restyle limited interface - 260 n/a BUG: Disabling a cust must set "No" in database, 23/01/2004 Version 1.9.6 (mainly bug fixes - important bug (#256) fixed) - Customers can now be disabled - disabling a customer means that when disabled, a customer can no longer be selected in ONLY the add and edit forms of CRM. When searching, the disabled customer WILL appear, as it will also appear for insert-only users (e.g. disabling just a customer won't disable an insert-only account) - Deeplinking to entities or summary pages now is possible. A non- logged in user will be presented with a login page, though the original URL deeplink will be preserved - The installer now checks for register_globals - The insert-only interface got a makeover - File downloads (views) are now also mentioned in the journal - Bug #248 Fixed: Also search filenames of which contents is ignored - Bug #251 Fixed: Extra fields dont show up on incoming entities - Bug #256 Fixed: Error in account edit function - Bug in installer fixed thanks to Jamie (j-me) - the configuration directive BODY_ENTITY_EDIT was not created using the last versions of install.php. This is fixed, and the upgrade procedure of 1.9.6 checks if the field exists, and if not, creates it. 11/01/2004 Version 1.9.5 (important changes included, please read!) - Important- please note! insert-only users can now also see the list of entities they (or others using the same account) have added earlier. Please check if this matches your wishes. - Added more journal entry points - Adjusted calendar - dates in the past can now also be selected - View Journals option added to administration page - Added support for custom text-boxes using TB_ syntax similar to the TB_ customer fields syntax - Entity contents journaling support; Option added to show a drop-down box wich contains the timestamps of all changes to an entity; the user can roll back as far as desired. This option is always enabled, though only displayed if system directive EnableEntityContentsJournaling is set to "Yes" - which it is by default. Thanks to Kaveh Goudarzi <kaveh AT arkasoft DOT KOM> for the patch! - Numerous layout improvements - The "Active" option for accounts is gone - now, when deleting an account, the account is actually set to inactive. Accounts cannot be physically deleted anymore but an inactive account will not show up in the login accounts management section. The account could be re-activated directly in the database, by setting "active" from "no" to "yes". CRM is not going to provide this option. - Notification when en entity is changed - as soon as a value in the main edit entity page is changed, the user is notified. Also, when leaving the page without saving, the user will be promted and asked if the changes should be saved. - Customer e-mail address on main edit entity page now is a mailto: link - Customer address and remarks on main edit entity page now also show line breaks - If customer home page exists, but isn't prefixed with http://, CRM adds this to make the link work - Security improved (please mail if you need details on this) - Bug #216 Fixed (SetCustomer when having autocomplete on) - Bug #230 Fixed (Contact e-mail doesn"t display in entity edit pulldown arrow window) - Bug #235 Fixed (Owner & Assignee always same in update email) - Bug #226 Fixed (Show category value in main edit entity window) - Bug #227 Canceled - we couldn't reproduce this problem (Number instead of name in e-mail) 07/12/2003 Version 1.9.4 (feature addons, bug fixes) - Entity journaling support. The complete history of changes (when, who, and what) now can be viewed. - Added an option AutoCompleteCustomerNames which enables the auto-complete customer text-box on the main edit entity page (instead of the customer pulldown box). - Added an "add entity to this customer" link on the customer page (request #207) - Added a "entities due totday" select option in summary page "due date" pulldown menu (request #200) - Improved file sorting on main edit page (oldest first) - PDF Export of customers option added - Manual updated - Bug #197 Fixed (Main Page Calendar Entities) - Bug #188 Fixed (Test CRM in a db without any TBLPRFX set to CRM*) - Bug #191 Fixed (Duedate notify error) - Bug #185 Fixed (ereg_replace enters for BRs when showing TB_ boxes) 23/11/2003 Version 1.9.3 (major code changes, feature addons) - Table prefix support: MySQL tables now can be prefixed with any characters you like. This makes multiple repositories within 1 MySQL database possible. - Popup list over calendar on main page now shows more information (added customer and status) - Added custom TEXTAREA type fields (only in customer database). Field prefixed with "TB_" will now be textarea's in which enters (linebreaks) can also be used. - Added an edit button in the [customer] detail overview (under the arrow) on the main edit page (feature request #174) - Recent edited items list on main page option added (ShowRecentEditedEntities) - Dropdown arrow on entity edit page now only shows available [customer] information, and does not show empty fields anymore - Better error handling - Bug #156 fixed (multi-receipients alarm bug) - Bug #175 fixed (link to [customer] web page) - Bug #173 fixed (extra fields must be unique) - Bug #172 fixed (faulty window.close in main screen) 19/10/2003 Version 1.9.2 (feature addon, minor changes) - Categories are now configurable and when configured they will appear in a drop-down list - Administration page revision - Main page calendar now only shows entities which are not deleted - Link style is now consistant and recognisable - Management interface list is now also sortable - Main page language adjustment - Standard menu items removed from main page - Bug #142 fixed; inserted entities with an attachment are now handled ok - " and ' bug in main page calendar fixed (#147) - HTML summary is now correct (had some errors) - NOTABS navigation style updated - Manual updated 12/10/2003 Version 1.9.1 (minor changes) - Added an option to show a three-month calendar overview on the main page - PDF reports are now created using FPDF, all characters show up right now, and the reports are much prettier - Bug 140,105,134,136,135 and 118 fixed (see below) - Customers can now be imported and ex- ported - Customer main names can now also be adjusted Fixed bug list: 140 BUG: Summary also searches deleted items when not asked to do so 105 BUG: Close window when deleting file 134 BUG: extract $_REQUEST in help 136 BUG: handle_error() in install.php 135 BUG: Prio var resets to default in summary page 118 BUG: diacritical chars in PDF-export 05/10/2003 Version 1.9.0 (major changes) Please note: the CRM global usage structure has been changed for this version. The standard status variable "close" is not interpreted anymore since status variables are now configurable. The upgrade procedure handles this, however it requires a little "getting used to" if you are used to using former versions of CRM. - Added the option to send the assignee an e-mail when an entity is added and assigned to him/her or when one of his/hers entities is updated - Total customer administration and navigation revesion - Fixed a language bug in the calendar - Backup and restore functionality added (can also be used for cloning repositories) - Status and priority variables can now be changed in name and color - The text search function now also search trough extra field values - PDF-reports now are multi-lingual - Improved search status popup window - Better error handling - Several bugfixes 06/09/2003 Version 1.8.2 - Communicated queries (from summary to csv page) now are coded and unreadable - Added a pop-up window when searching for random text strings. The window closes automatically when the search is ready. - Added the possibility to mark an entity as "read-only" for users who are neither owner nor assignee. When this box is checked, attached documents are also protected to being read by a read-only user. - When searching, binairy attachments now will also be searched. e.g. all text in a Word document will be matched case-IN-sensitive, though binairy (executable) files and images will be skipped. Works really well. - Fixed a bug when physically deleting an entity - The phonebook now searches also in the [customer] contact data - PDF reports and exports now are lined out, though the font type now is Courier, which in turn is not really pretty - Increased the width of the overlib popup windows - 2 languages added for download (Brasilian- Portuguese and French) - Little link bug fixed (lan_entries to lan_entries.php) (this did work on the test systems) - Some spell corrections in the English pack file - Standard supplied language packs now only display the language name in the native language instead of showing it in Englisch (i.e. Frech became Francais) - Updated a deprecated directive in install.php which might have caused warnings when installing on a very new PHP installation (mysql_create_db() -> "SQL CREATE DATABASE") - Added a user type which can view all entities, not only his/her own. New user type is called "Read-only all entities" - When an entity is added, the standard owner now is the the user which adds the entity. - Improved session deletion when logging out - Bug #85 fixed - Added a check_config function to check for double configuration entries. 30/06/2003 Version 1.8.1 - Complete mail subsystem revision (containing:) - Email bodies are now editable - When an add-entity alarm email is sent, the entity contents and attached documents are now mailed also as attachments. - Fixed a bug in duedate-notify-cron.php - The SMTP server to use now is configurable - Extra error handling added for cookie errors - Inserted entities can now also be deleted without being assigned/owned first - Now used array $_FILE for uploads instead of $userfile (this fixes the windows upload bug) - Admin's can now only alter repositories in which they have an admin account 20/06/2003 Version 1.8 stable (major issues included) - All 7 items from 1.8-pre1 (including 2 majors) - Major: Customer insert subsystem added. This adds the possibility for [customers] to add entities by them- selves. (by coupling a certain user to a customer) - Security issue entity #46 fixed (see devel CRM for details) - Two more appearences of "Edit Extra Fields" removed - Clearance level method adjusted (the 'limited' and 'administrator bullets when managing users are gone) - Some of the tables in the main view can now be sorted. It concers "status","priority","category" and "customer". - Lots and lots and lots of logging points added. - Flatlogging disabled (only actions are logged, not all hits) - Option to empty the session table added in the repository management section - Option to download the log in CSV added in the View logs & stats section - Administration page modified (it now looks better and is more consistant) - Some security enhanchments (no alarming issues) - Statistics page dramatically reduced. Only activity sta- tistics are shown, all other graphs were removed. - The edit page for restricted users (read-only own entities) now is also multilingual - Manual updated - Little fixes to install and upgrade procedures 04/06/2003 Version 1.8-pre1 (major issues included) - Major: "login users" and "owners/assignees" are now merged. - Major: Complete Extra Field Management interface added, extra fields are now consistant and 100% safe to work with (they were safe to work with already but now it's also understandable) - Option added to empty the phonebook before importing new data - The first installed user (during installation procedure) is now directly an administrator. Users with only the right admin password cannot grand administrative rights to themselves or other users anymore. - Custom fields are now displayed in the regular edit window which also means that the "Edit extra values" option is removed on various locations - Added option to edit an entity in the main window when using the popup window in the main entity list - PDF manual added (draft state) - Installer procedure adjusted (better checks) 06/05/2003 Version 1.7d - PDF exports of your phonebook now works again - Added a configuration option to adjust the number of months which are chown in the various calendar appearences. - Cookie timeout problem handled - Added "owner" tag when listing files - Owners/assignees can now be deleted given they have no entities connected to them 04/02/2003 Version 1.7c - Added epoch values in links to prevent page caching when using a Microsoft proxy (e.g. ISA) (mentioning ISA because is keeps caching no matter what is in your (pragma) source) - Fixed a bug which prevented a newly added entity to show up on the summary page (sorting problem) - "Tag display mode" added in the language management module. When switched on, all language identifitaction tags are displayed with the values. Very handy when translating CRM. 21/01/2003 Version 1.7b - Little CSV download bug fixed 14/01/2003 Version 1.7a (clean installs only, do not upgrade!) - Windows login bug fixed 29/12/2002 Version 1.7 stable (clean installs only, do not upgrade!) - Language pack management - Multi repository support (add/remove entire databases) - E-mail notification when adding a new entity (still limited, though) - Possibility to install CRM without creating a main database first - Multilingual support - Translation module - Extended PDF support - Support for custom entity fields (!) - Enhanched translation module - Enhanched navigation - Enhanched administration module - Some iconisation - Link fixed in summary short view mode - Character escape bug fixed - Language masks for easy adaption of the language set - Language selection override from admin menu 09/11/2002 Version 1.7 prerelease 2 (clean installs only, do not upgrade!) - Everything from 1.7pre1 - Support for custom entity fields (!) - Language selection override from admin menu - Enhanched translation module 20/10/2002 Version 1.7 prerelease 1 (clean installs only, do not upgrade!) - Multilingual support - Translation module - Extended PDF support - Enhanched navigation 26/08/2002 Version 1.6 stable (major issues included) - Fixed to-complex-to-mention bug in users.php - Fixed a bug in edit.php. When typing a category name with a single quote (') in it, the SQL query returned an error. I forgot to escape it. - I Visio'd a diagram to explain how the user thing works. Available at http://www.it-combine.com/crm - Added PDF report support for several functions. You can get a PDF summary of an entity, and you can download the management information in PDF-format. - A simple but very efficient phonebook was implemented. It can also be exported to PDF. - IT IS RECOMMENDED that you install this version 'clean' e.g. do not upgrade an older version. The install procedure however SHOULD handle an upgrade quite well, though it was never thoroughly tested. 14/08/2002 Version 1.6 (pre-release) (major issues included) - Instead of the C | E | A | D links, there is now a pop-up quickmenu. This works much better, though it probably limits the number of browsers in which this works. This hasn't been tested yet, though - Adjusted the colors to more readable values - Added a config option for a login message which will be displayed when a user logs in - Dramatically improved the log routine. User adds, edits and modifications will now also be logged. Every click a user makes was already logged, though from now on the used account name is also saved to the database - The upgrade procedure handles the database changes - Added the option to grant administrator priviledges to a login account. The user who owns such an account will not be promped for a password when entering the 'Administration'-section - MAJOR: - Limited login accounts now MUST be named after a username which resides in the main users table. When a limited login account is created for a perticular user, the name of this user cannot be changed in the main users list untill the limited account is deleted. - When logging on as a limited user, you are no longer prompted to select your name from the presented list of NON-..-members. Instead, limited accounts, as discribed ealier, MUST MATCH wich a user in the main user list (or: a user to whom entities can be assigned). The limited user will immediately see his or her open entities after logging on. The possibility of marking a user as a member now is useless, and therefore removed. These 2 points mark the completion of the user-thing makeover. The user administration is now almost 100% the same as you're used to in most applications. 10/07/2002 Version 1.5f - Fixed a bug in the duedate-notify script. It had a hard-coded testsite URL in it. - Fixed a bug in the calendar. It generated 2 warnings when showing a month in the next year. 02/07/2002 Version 1.5e - Fixed a little summary bug in the statistics code. - Removed the outdated manual 29/06/2002 Version 1.5d - Changed database structure for CRMloginusers.password from "NOT NULL default ''" to "default NULL" hoping to solvee the "Column password cannot be NULL" problem - Increased the dimensions of the TEXTAREA used when editing an entity - Added a config option for the auto-logoff-timeout - Completed work on auto-appearing calendar. One can only insert a date using the calendar, whilst after that there also is an extra server-side date validation When upgrading: version 1.5d comes with an added config option - see the UPGRADING in the tarball for details 18/06/2002 Version 1.5c - Revised date validation (worked only on IE, now in all browsers) Thanks to David Blandel - Fixed little bug with [alarm settings] also showing when adding a new enitity. This is illegal because an alarm is connected to an enitity by its entity id, which is not yet set when adding a new one. 15/06/2002 Version 1.5b - Added date validation to "Due date" and "Alarm date" forms - Added the option to try to write the config file from within the installer procedure. 14/06/2002 Version 1.5a - Major update. Added install.php install script which takes care of almost all installation stuff - Updated documentation 13/06/2002 Version 1.4a - Documentation updated - Added section 'manage accounts' in the admin section to update account type, passwords, and create new accounts - Only hard-coded account left is debug, 'management'-type accounts now go under the 'limited' profile - Site statistics code fixes - Some grammar fixes When upgrading: version 1.4a comes with a little database structure change! 11/06/2002 Version 1.3d - Freshmeat release 05/05/2002 Version 0.99 - Fist major production usage 04/05/2002 Versions prior to 0.99 - Testing, building etcetera. Never released.