OroCRM 1.2 Download
Two-side customer data synchronization with Magento
In 1.2 release it is now possible to edit customer data on the OroCRM side and synchronize the changes back to Magento. To do so, you need to enable such synchronization in channel settings (this is possible for existing channels as well as the new ones). After two-way data sync is enabled, all changes in Contacts and Contact Addresses that are related to Magento Customers will be synced back to Magento, so Contacts and Customers will always be in sync. Similarly, all changes to Magento Customer will now affect related Contacts if two-way data sync is on. System behavior for conflicting changes (e.g. contact data was edited both on Magento side and OroCRM side) can be configured in Channel settings; By default the preference is given to Magento data. We have plans to introduce conflict resolution UI in the future release
Improvements to Customer view
The view now features a location map widget, and full history of Orders and Shopping Carts that are related to a Customer. These changes should greatly improve the experience of working with Customer data, especially when you are considering a direct sales approach such as placing an order from the Customer page.
Improvements to Magento data view
The most noticeable improvement will be removal of per-channel division of Web Customers, Orders, and Shopping Carts in the navigation menu – all records of these entities are now accessed via single pages with "unified" grids. Also, the column sets of each grid has been changed as well:
- Web Customers grid now features Channel, as well as the lifetime value of the Customer, and country and state of customer’s default billing address.
- Shopping Carts grid features the same Channel, and billing country and state. Note that the latter two are taken from the particular cart, and can differ from customer’s default.
- Orders grid was enriched not just by Channel, but by Website as well. In addition to existing Total paid, Grand total and Sub total amounts were added. Finally, billing country and state were added, too. All these additional attributes can be used as filters.