2019.07.001

SpiceCRM 2019.07.001

Opportunity Management

Highlights of the July Release are updates on the Opportunity Management. With the new Option for Revenue Lines the revenue of an opportunity can easily be split into chunks for the revenue recognition. This supports better planning and forecasting. Typically deals that are closed are not invoiced immediately but are also built on a billing plan. That can either be a split or with recurring revenues a ramp up to the total amount. Revenue lines allow you to easily maintain that and add the lines to an opportunity building a more realistic picture of the opportunity in the system.

We also started to rework the template compiler used for the PDF and EMAIL Templates. First changes are rolling in and more changes on the templates are to come with the next releases. We will add more info when those changes are completed.

Furthermore, we added an optional support to the integration of Dun&Bradstreet in the Accounts module, added further functions to the Service Functionality with the Service Locations and added features with an NPS question type for the service feedbacks.

Technologically, we completed the changes to support PHP 7.3 and also upgraded internally to Angular 8.0.1.

The Release in Details

Actionsetitem singlebutton

Add flag to show the button outside the drop down box

Angular 8.0.1 update

Update to Angular 8.0.1, also update to Angular CDK 8.0.

Bonus Programs

Bonus Modules (BonusCards, BonusPrograms) Management

Changes to lead conversion

Improvements of lead conversion done by a partner

DUNS module

New module to interact with dnb API and retrieve DUNS data

FTS Bulk Indexer

Added a bulk indexer and a separate job to the bulk indexer. The bulk indexer is thought as a tool to load initially into the FTS. It does not check changed related records in FTS. And it uses the bulk interface of Elasticsearch. It still uses the full data mapping for FTS and thus, indexes beans properly. However, due to the bulk nature it does this significantly faster.

Missing language code in translation when no default language is set

Labels manager sets value of default language for first translation. Catch when empty and set first language found in languages list.

New Module ServiceLocations

Define locations and assign location to a piece of equipment.

ObjectRepositories deprecated flag

Add a deprecated flag to the “ObjectRepositories” Score out the deprecated objects Popup when somebody tries to add a deprecated object

Opportunity Revenue Lines

Adding an option to add revenue lines to Opportunities with different amounts and dates for the revenue recognition

OutputTemplate Compiler: render date time fields to user preference setting

OutputTemplate Compiler: render date time fields to user preference setting

PHP 7.3 support

PHP 7.3 support

Polish Language Files for Backend

Polish Language Files for Backend

Questionnaires: New question type “NPS”

New question type “Net Promoter Score” (NPS).

Reload configuration button

The button is located in the header and reloads the configuration, only displayed for admins.

ServiceFeedbacks: Results Tab for Questionnaire Participations

ServiceFeedbacks: Results Tab for Questionnaire Participations

SpiceBeanGuides to packages

Spice Bean Guides Definitions are now available in corresponding package (opportunity management, lead management…)

Update template compiler

New template tags were added to handle loop through list of records and to display the values conditionally. Also function call integration to retrieve data.

Login impossible with a user name containing utf8

Login impossible with a user name containing utf8