Roadmap

Zurmo Release 3.2 Summer 2016

  • Performance improvements
  • PHP7 compatibility
  • Support for Yii 1.1.7 framework
  • Improved campaign email handling
  • Improved attachment handling

Zurmo Release 3.3 Fall/Winter 2016

  • Improved compose email user interface
  • Geographic mapping portlet for marketing
  • Labeling for tasks and conversations
  • Improved Task creation user interface
  • Field Level Security

Past Releases

Zurmo Release 3.1.3 May 2nd 2016

  • Combined Task Kanban view
  • Searching within the Task Kanban screen
  • Quick filter to show “Only My Items” on search bars
  • Quick filter to hide old completed tasks on the kanban
  • Configurable Tasks Kaban limit

Zurmo Release 3.1.1 March 14th 2016

  • Opportunity Rot feature to flag stalling deals
  • Markdown support for comments
  • Workflow support for Comment feeds actions
  • Configurable Opportunity Kanban item limit
  • Secondary user email address for compatible with email archiving

Zurmo Release 3.1 December 20th 2015

  • Mention feature for Tasks, Conversations and Comments
  • New Comment Feed portlet for record mini blog collaboration
  • Improvements to My Open Tasks Portlet
  • Lead conversion improvements
  • Favorite feature for Reports and Favorite Reports portlet
  • New “logged in user” report filter for dynamic user reporting
  • Ability to send test emails from a campaign
  • Email Campaign Re-targeting

Zurmo Release 3.0 February 27th 2015

  • More granular user notification management
  • Sendgrid integration includes better bounce and spam handling for campaigns
  • New Pause/Unpause campaign feature
  • Send test email template emails
  • SSO upgrade to Oauth2
  • Tracking user status in audit trail
  • Record sharing performance improvements
  • Inactivity warning for the user interface

Zurmo Release 2.8 August 1st 2014

Zurmo Release 2.7 April 16th, 2014

Zurmo Release 2.6 January 8th, 2014

Zurmo Release 2.5: November 3rd, 2013

Zurmo Release 2.2 August 30th, 2013

Zurmo Release 2.0 June 10th, 2013

Zurmo Release 1.6.0 May 3rd, 2013

Zurmo Release 1.5.15 May 3rd, 2013

  • Bug Fixing

Zurmo Release 1.5.0 April 19th, 2013

Zurmo Release 1.1.0 February 27th, 2013

  • LDAP
  • Conversation/Mission enhancements
  • Security Layer Phase 2

Zurmo Release 1.0.2 ETA: January 28th, 2013

  • Bug Fixes

Zurmo Release 1.0.0 (GA) December 17th, 2012

  • Bug Fixing
  • More Tests
  • UI Improvements

Zurmo Release 0.8.0 ETA: November 27th, 2012

Zurmo Release 0.7.8 November 14th, 2012

Zurmo Release 0.7.7 November 7th, 2012

Zurmo Release 0.7.6 October 19th, 2012

  • Bug Fixing

Zurmo Release 0.7.5 October 9th, 2012

Zurmo Release 0.7.4 September 12th, 2012

  • Bug Fixing

Zurmo Release 0.7.3 August 27th, 2012

Zurmo Release 0.7.2 August 10th, 2012

Zurmo Release 0.7.1 July 31st, 2012

Zurmo Release 0.7.0 July 18th, 2012

  • Misc improvements

Zurmo Release 0.6.9 July 5th, 2012

Zurmo Release 0.6.8 June 27th, 2012

  • Additional user interface work
  • Bug Fixing

Zurmo Release 0.6.7 June 6th, 2012

  • Modal Game Notifications
  • Welcome View

Zurmo Release 0.6.6 (BETA) May 24th, 2012

Zurmo Release 0.6.5 May 17th, 2012

Zurmo Release 0.6.3 – May 2nd, 2012

  • Bug Fixes

Zurmo Release 0.6.2 – April 3rd, 2012

  • Outbound Email (SMTP)
  • Email Notifications

Zurmo Release 0.6.1 – February 24th, 2012

  • Tag Cloud
  • Multiselect Dropdowns
  • Dependent Dropdowns
  • Calculated Fields
  • Select global search fields as an administrator

Zurmo Release 0.6.0 – February 5th, 2012

Zurmo Release 0.5.6 – January 13th, 2012

  • Scheduled Tasks
  • Notifications Module
  • Italian language support
  • Address Geo-Coding
  • Address Mapping with Google Maps

Zurmo Release 0.5.3 – December 1st 2011

  • German language

Zurmo Release 0.5.1 – November 7th 2011

Sales Force Automation

  • Leads
  • Contacts
  • Accounts
  • Opportunities

Designer Tool

  • Custom Fields
  • Custom Labels
  • Custom Layouts

Activities Management

  • Notes
  • Tasks
  • Meetings
  • Rollup Activities View

Security

Dashboard

  • User can make extra dashboards and customize
  • Opportunity charts

Import/Export

  • Import Users, Accounts, Contacts, Leads, Opportunities, Tasks, Meetings, and Notes

Internationalization

  • Supports multiple currencies with automatic exchange rate updates
  • Supports customized timezones per user
  • English, Spanish, French

Misc. Technical

  • GUI installation process
  • Command line installation process
  • Yii 1.1.8 supported
  • Redbean 1.3.2 supported

Database Support

  • MySQL 5.0 and greater

Operating system Support

  • Linux / Apache 2.0
  • Windows / Apache 2.0
  • Windows / IIS