2022.02.001

We present SpiceCRM with its new logo and some great powerful features. This edition is more than a milestone. This is the realization of more than 10 years of experience in designing business processes. This release also contains an upgrade to Angular 14 which is in line with our philosophy to keep the framework up-to-date.

Workflow Designer

SpiceCRM is now equipped with a graphical interface to design workflows after proper Business Process Model and Notation. Define actions and tasks per mouse click, drag and drop the steps of the workflow and build your workflow as if you had a pen and a piece of paper. In the end the workflow configuration is comprehensible by anyone and can be used as a documentation of internal processes. Marketing experts will love this tool originated to lead to design marketing automation.

Company Organizational Charts

Picture your organization with the organization chart editor! You can now structure the CRM users within the organization and apply access permissions and workflows directly to these units. This makes the user administration much easier and makes it possible to involve teams / departments into the workflow processes.

Synchronize Outlook Calendar with MS Graph integration

After the successful integration for MS Exchange with Exchange Web Services, we are now introducing the MS Graph Integration. From a user point of view, this integration will not change that much. For companies using office365 or MS Exchange online with Microsoft Azure, however, this will make a difference. In this release we present the beta version of the integration with its 2-way event and contact synchronization.

Release Details 2022.02.001

1000108: vardefs to database (phase 1)

define custom fields and custom dropdown values in workbench dictionary interface; removed ./api/cache + ./api/language folders

1000337: Workflow designer using Business Process Model and Notation (BPMN)

https://github.com/bpmn-io as a modeling tool for BPM .. woudl bne nice to use as visualization for the Workflow engine

CR1000636: Re-structure workflow manager

This development is the prior work for 1000337. See 1000337 to learn about Workflow Graphical Interface feature.

CR1000719: DictionaryManager: check on reserved words

Added table containing keywords and reserved words. The current check now retrieves information from the table sysreservedwords.

CR1000732: Set Developer mode from Frontend on request

Added the option as an admin to set the developerMode flag on a request. Just set it from the user panel on the frontend and subsequent requests will be made with the developer mode set only for that requests. This is helpful to e.g. get full stacktraces back when requests fail.

CR1000735: CI Manager

added a new component and logic in the admin section that allows the user to change the images (login and headerimage in CRM) from the UI and also to set the colors adapting SpiceCRM to the customers CI.

CR1000736: Add username error message

Fix error message on username field during the registration of User

CR1000737: Create target group from module

Goal of the ticket: Creating a new Prospect List directly from a Bean (i.e. Accounts, Contacts, etc) with related Seeds.

CR1000739: Add Texteditor to CampaignTask of type mailmerge

Add Texteditor to CampaignTask of type mailmerge The subpanel LBL_MAILMERGE was extended by the text editor. When clicking on the D Tab, a tab for the Texteditor is visible. To see the preview, you need to save and click on the button Mailmerge in the upper right corner.

CR1000741: Make the display of sales document items more flexible

Make the display of sales document items more flexible so that depending on the sales document type you can decide how the list of items shall be displayed.

CR1000742: Leads Bug Fix link related account and opportunity

By converting the lead there wasn't set a relation for contact and account.

CR1000743: Relate an EventRegistration additionally to a consumer or a user

In this release we change the relationship to contacts to a parent relationship so that users or consumers can also be related to an event registration. Field contact_id is deprecated.

CR1000746: CKEditor Integration

CKEditor 5 was added to CRM. Now all fields where is possible to edit text work with CKEditor logic behind. This added new features for text editing such as creating and editing a table in text and others.

CR1000747: Opportunity cleanup

Field amount_usdollar is now set deprecated. Field amount_systemcurrency was added and shall take over the logic meant behind the amount_usdollar field in a proper way. We removed the n-2-n relationship to accounts and replaced it by a 1-2-n relationship since our experience shows that only 1 account triggers the opportunity. The table definition for accounts_opportunities was removed. Opportunity class was cleaned up. Please run breaking change migration statement after update!

CR1000748: KREST folder removed

Now that the KREST api is consolidated we dispatched the content of KREST folder to proper folders. KREST legacy was removed api/KREST/handlers/ModuleHandler.php moved to api/data/api/handlers/SpiceBeanHandler.php api/KREST/controllers/ModuleController.php moved to api/data/api/controllers/SpiceBeanController.php api/KREST/extensions/module.php moved to api/data/api/extensions/spicebean.php CoreController::generateGuid moved to UtilsController::generateGuid CoreController::getRedirection moved to UtilsController::getRedirection api/KREST/controllers/CoreController.php to api/include/SpiceUI/controllers/CoreController.php api/KREST/extensions/core.php to api/include/SpiceUI/extensions/core.php if you have custom/KREST or custom/include/KREST or a KREST folder anywhere in custom, rename to api and adapt all namespaces containing KREST. Replace with api

CR1000750: Add Support to drop EML files

added support to also enable EML files (Outlook for MAC e.g.) to be dropped into activity stream and be parsed as Emails properly. Requires that mailparse extension is loaded on the backend server to work properly

CR1000751: PHP Upgrade: minimum requirement 7.4 + mailparse extension

Minimum requirements for PHP is now 7.4. Added the php extension mailparse as part of the required PHP extensions.

CR1000752: hide hidden fields in Auditlog

added field access check in the audit log so that hidden fields per ACL are not displayed there

CR1000753: async loading of Relatecontainer

changed the relate container so this only loads once the record ACL is available and we are sure we have a record and we can display the details. This is one a security measure but also saves on performance. This also ensures that hidden subpanels based on ACL control when links are disabled are not displayed and the data is not loaded.

CR1000754: Angular 14

Updated angular to 14.0.1

CR1000755: Fix in module configuration: display full role list

Role dropdown only contained the roles assigned to the current user. In this specific view all available roles shall be displayed.

CR1000757: Navigation paradigm i snow subtabbed only

The settings 'simple' and 'tabbed' were removed from navigation preferences. From this release on there is only 'subtabbed' paradigm.

CR1000760: Currency conversion rates cannot be administrated

When adding a new currency, the conversion rate is set to 0 which leads to division by zero error on save of a record using that currency (as an example in an opportunities). We added a check on the value for conversion rate and defined 1 as default value.

CR1000767: Orgunit/Assigned user dependency in administration tab

Added a component config variable "unlinkorgunit" in "ObjectRecordAdministrationTab" to be able to dissociate the dependency between selected assigned user and orgunit.