Zurmo 3.0.5 Release

We are excited to announce the release of Zurmo 3.0.5!

New Features

  • Favorites Available in Reports Module - You can now Star/Favorite reports. This functionality previously existed in Leads, Contacts and Accounts modules and is now available in the Reports module.
  • Favorite Reports Portlet - You can show your favorited Reports on your dashboard by adding the Favorite Reports porlet. In order for a favorited report to appear it must be owned by the User as well as favorited.
  • View Reports by Logged in User - New option for Owner filter in Reports. You can select a specific Owner or set to Logged in User which will show only items owned by the logged in user.

Ex. Admin creates a Report for All Contacts. Filter set to Last Name = Not Empty and Owner = Logged in user. When Sally logs in and runs the report she will see only her Contacts. When John runs the report he will only see his Contacts.

Improvements

  • Marketing Campaign improvements – Send test emails during a Running or Paused campaign.
  • Internal improvements to Task completion.
  • Contact module improvements – Edit Salutation pick list values in the Designer, previously not possible.
  • Mass updates are available in the Products module.
  • Improvements to Imports – There is now a browser popup warning a user that navigating away from an active Import will cause the Import to stop.
  • Improvements to Exports – Decreased to export batch size and increase to frequency of Export Job. This change will enable large exports that do not timeout.
  • Bug fix – Dependent pick list no longer keep old values. When a value is changed it’s dependent values will change accordingly.
  • Bug fix – Export of a Product based Report causes an error. This issue has been resolved.

Important  Please visit http://zurmo.org/upgrades for new steps to upgrade your .

Leave a Comment

  • Dan Waterloo

    thanks for the continued work on this! i use zurmo, and it’s great!

  • MIKE

    I’m running on windows and IIS, how do i upgrade from 3.0.4 to 3.0.5?

    • Edney Matias

      I did like this:

      * put Zurmo in maintenance mode in perInstance.php;

      * backup everything, database and application folder;
      * extracted the new version in place of the old one;
      * run ./zurmoc updateschema super in /zurmofolder/app/protected/commands folder;
      * restored Zurmo back to production mode;

      It run without problems here but don´t know if I´m missing something

      Matias

  • Edney Matias

    Thanks for keeping up with Open Source Zurmo. The logged in user feature is very appreciated! Thank you again and keep rocking!

  • Nick Simpson

    I’m on 3.0.2. Do I use upgrade option “ZurmoUpgrade_2.8.6-3.0.5″?