Version 2.6.0 LTS – January 29, 2018
- Magento integration
- Magento order notes
- System configuration
- Configuration search UX improvements
Version 2.5.0 – November 30, 2017
- Magento integration
- New Magento purchases tab for previously bought products
- MessageQueue
- Isolated MQ message processing
- Rebalanced priority of export queue processing
- Warning if no consumers are running
- New parameter to identify stale jobs
- REST API
- Alternative syntax for filtering operators
- Range filtering
- Other features and improvements
- Support of integer monetary values in datagrids
- Performance improvements
Version 2.4.0 – September 29, 2017
- System configuration
- System configuration search
- MessageQueue
- Separate stream for MQ logs in console
- Other features and improvements
- Improved ElasticSearch performance
- REST API updates
- Workflow changes are reflected on the UI faster
Version 2.3.0 LTS – July 31, 2017
- Magento integration
- Credit memos
- Marketing
- More out-of-the-box marketing list targets
- Other features and improvements
- Updated JS dependencies
- Email notifications for workflow transitions
Version 2.2.0 – May 31, 2017
- Sales pipeline
- Design improvements
- Removed the deprecated code
- Workflows
- Improved performance
- Import workflow configuration
- Render transition forms with layouts
- Translatable workflow buttons
- Other features and improvements
- Improved cache performance
Version 2.1.0 – March 30, 2017
- Commerce integration
- Workflow for Quote management from Opportunity view
- Sales territories (Enterprise Edition only)
- Enable Sales territories for Leads, Opportunities, and Customers
- Automatically assign entities to territories according to rules
- Filter data by territory in reports and dashboard widgets
- Sales dashboards
- Business Sales channel statistics widget split into two
- Filter data by territory
- Workflows
- Workflow parameters
- Start a workflow without entity record
- Reuse existing forms in transitions
- Other features and improvements
- Parallelization of import & export jobs
- Web API documentation
Version 2.0.0 – January 16, 2017
- Sales pipeline improvements
- Enable Leads and Opportunities as features
- Create Opportunities for any customers, or directly for Accounts
- Create Opportunity from Account and customer views
- Opportunity lists at customer views, 360° view at Account
- See relevant Opportunities at Opportunity view
- Multi-currency sales (Enterprise Edition only)
- Enable and configure currencies and exchange rates
- Record sales in multiple currencies
- Track your forecasts and revenues in the base currency
- OroCommerce integration
- Seamless single-application experience
- Accounts with Lifetime sales values for Commerce customers
- Track & forecast Commerce sales using opportunities
- Advanced application security
- Password strength configuration
- Automatically lock the user after consecutive failed login attempts (Enterprise Edition only)
- Mandatory password changes (Enterprise Edition only)
- Quickly identify users who have trouble logging in (Enterprise Edition only)
- Mass reset users’ passwords to counter a password leak (Enterprise Edition only)
- Two-factor authentication via email (Enterprise Edition only)
- Impersonate a user
- Workflow management
- Multiple active workflows for an entity
- New design for workflow widget at record views
- Mark workflows as exclusive
- Manage user permissions to run individual workflows
- Workflow translations
- Translations and localizations
- Define localizations
- Upload your own language packs
- Manually translate UI elements
- Platform
- New Oro namespace
- Oro configuration files
- CalendarBundle available as separate package
- MessageQueue engine
- Toggle features
- Create related records along with the primary record via API
- Autogenerated API documentation
- Improved application cache clear and warmup performance
- Search index query can return indexed data
- Caching of built layouts
- Recursive import of YML configuration files
- Other features and improvements
- Application menu configuration
- Show/hide filters at data views
- Import & export execution in the background
- Enable or disable user emails as a feature
- Configure SMTP provider for system or organization
- Turn off HTML purifier for email templates
- Limit email attachment size
- Recurring calendar events
- Non-OroCRM invitees to events
- Close tasks directly from the activity list
- Task contexts are shown in the grid
- Tag taxonomies and colors
- Enable or disable marketing features
- Marketing as a separate package
Version 1.10.0 – August 15, 2016
- Improved sales pipeline workflow
- Easily create and import Leads and Opportunities
- Work with Leads and Opportunities directly, without the extra Sales Process medium
- Convert Leads to Opportunities with a single button
- Continue Lead-recorded activities at the Opportunity page
- Develop an Opportunity and change its probability accordingly
- Two options for opportunity management: a built-in workflow or full freedom of action
- Kanban Board view for Opportunities
- More default grid views for Leads and Opportunities
- Dashboard management
- New owner filter
- Improved time period filter
- Pipeline filter that allows to add any filtering query
- Plethora of new and improved dashboard widgets
- Improved Add widget dialog with search and highlight of new items
- Role management
- Field-level ACL
- Clone roles
- View roles
- New function-oriented role management UI
- Application performance optimization
- Quicker installation
- Quicker UI response and page load
- Improved datagrid performance
- Improved Activity list performance
- Quicker email synchronization
- API automation
- Fully automated Web API based on JSON specification
- Support of GET, POST, PATCH, and DELETE methods
- Filtering and sorting
- Other features
- User-level application configuration
- Web tracking data displayed on the Account view
- Save and New option for record creation
- Create Contacts with any piece of information
- Merge contacts
- Image preview for attachments
- Enter call duration as text
- Support for non-OroCRM guests for calendar events
- Support for recurring events in the calendar
- Record pagination for emails
- Export grids to Excel
- Range filters for numerical fields in all grids
- Send mass notifications to OroCRM users via CLI
- Activate and deactivate Magento integration
- PHP 7 compatibility
- Symfony 2.8 support
- Task and Call bundles are available as separate packages
Version 1.9.0 – February 15, 2016
Improved sales team management
- Filter records by business units and drill down to individual managers
- Dashboard widget and built-in report for the pipeline forecast
Record sharing (Enterprise Edition only)
- Share records to users who otherwise cannot access them, bypassing the ACL
Google Hangouts integration (released as separate extension)
- Call your customers via Google Hangouts directly from OroCRM
Edit records from the grid (inline editing)
- Speed up data processing by quickly editing records in the grid
Better grid experience
- Mass delete records
- Manage grid columns
- Change the default grid view
Contexts for activities
- Add contexts for Calls, Tasks, and Calendar events
- Use activities as contexts for other activities
- Display full list of activities on the Account view, including ones from the related records
New Tags
- Tags as a system-wide feature for all entities
- Edit tags inline on a record view and in grids
Improved email experience
- Easy integration with Gmail
- Sidebar widget for unread emails
- Filter emails by correspondent on My Emails page
Application performance optimization
- Quicker installation
- Quicker UI response and page load
API automation
- GET API requests
Other features
- Organization-specific roles (Enterprise Edition only)
- Segment Magento customers by coupons applied to their orders
- Display SQL query at reports
- Manage field tooltips from the UI
Version 1.8.0 – August 31, 2015
- LDAP integration (Enterprise Edition only, released as separate extension)
- Visual workflow builder
Compose rich emails
- Compose email from anywhere
- Search and autocomplete results in To, CC, and BCC fields
- Add inline images to emails, templates, and signatures
- WYSIWYG editor for templates
Read and react to emails
- Notification of unread emails with quick preview widget in the top menu
- Indication of read and unread emails with IMAP synchronization
- Reply All action for emails
- Check email anytime
Automation of email processing
- Create system-wide CRM mailboxes that automatically process incoming mail into Leads or Cases
- Manage auto-response rules
Mailbox synchronization
- SMTP synchronization
- Per-folder IMAP synchronization
- New algorithm of IMAP sync
Other improvements
- Tracking of contact history and last contact date
- Filters based on Data Audit
- Filters based on Tags
- Search has been extended to custom entities and attributes
- Support for brackets in search queries
- ACL is applied to search results
- Extended APIs for email management
- The application has been upgraded to Symfony 2.7 and migrated to Doctrine 2.5
Version 1.7.6 – August 14, 2015
- Bug fixes
Version 1.7.5 – July 29, 2015
- Bug fixes
Version 1.7.4 – July 8, 2015
- Open Redirect exploit fixed
Version 1.7.3 – July 3, 2015
- Bug fixes
Version 1.7.1 – June 15, 2015
- Guest customer profiles for Magento customers
- Magento cart history
- Bug fixes
Version 1.7.0 – April 28, 2015
Multi-organization capabilities
- Organization-level configurations (Enterprise Edition only)
Advanced Magento data import
- Immediate availability of Magento data after channel creation
- Synchronize Magento newsletter subscribers
- Synchronize custom attributes for customers, carts, and orders from Magento EE (Enterprise Edition only)
Complete view and management of Magento customers
- Automated account matching on multi-channel Magento synchronization
- Create and update Magento customers from OroCRM
Improved web tracking
- Connect web tracking data to CRM data
- Connect guest or anonymous web tracking data to customer profile
- Extended e-Commerce analytic dashboard with variety of widgets
Compose rich emails
- Improved email creation form
- Attach files to emails and use attachments in scope of related records
- Email signatures
Read and react to emails
- Track email replies and conversation threads
- New design of My Emails page
Other improvements
- Configure email auto-responses in workflows
- Allow administrator to change or reset users’ passwords
- Widget configuration on dashboard level
- Lock headers on grids
- Improved date & time picker tool
- Improved layout customization
- Improved translation migration between versions
Version 1.6.3 – August 14, 2015
- Bug fixes
Version 1.6.2 – July 8, 2015
- Open Redirect exploit fixed
Version 1.6.1 – February 13, 2015
- Bug fixes in RFM analytics and calculation of Lifetime Sales Value
Version 1.6.0 – January 19, 2015
Multiple organizations
- Global access to data from multiple organizations within a single view (Enterprise Edition only)
- Optimized user login experience for multi-organizational environment (Enterprise Edition only)
Other improvements
- Availability of email campaign results in reports and segments
- Comments to Activities
- WYSIWYG editor for Notes and Comments
Version 1.5.1 – February 13, 2015
- Configuration of entities and entity attributes on organization level (Enterprise Edition only)
Version 1.5.0 – December 22, 2014
- Configuration of entities and entity attributes on organization level (Enterprise Edition only)
- RFM analytics for Magento channels
- Calls, Tasks, and Calendar events as entity activities
- Record Activity widget
- Invitation to calendar events
- System calendars
- Task calendar
- Color coding of calendars and calendar events
- Custom fields that do not require schema update
- Entity records pagination
Version 1.4.2 – December 2, 2014
- Bug fixes
Version 1.4.1 – November 18, 2014
- Bug fixes
- MailChimp integration support
Version 1.4.0 – October 16, 2014
- Multiple organization support (Enterprise Edition only)
- Improved Channel management UI
- Enhanced Account view page
- Marketing lists
- Email campaigns
- New eCommerce dashboard widgets
- ElasticSearch support (Enterprise Edition only)
- Outlook integration
Version 1.3.2 – September 22, 2014
- Stored XSS vulnerability fixes
Version 1.3.1 – August 13, 2014
- Bug fixes related to Magento import
Version 1.3.0 – July 24, 2014
- Tracking of user behavior on websites
- Marketing campaigns management
- Campaign code tracking
- Case management
- Zendesk integration
- Processes
- Left-side navigation
- Activities: notes, emails, and attachments
- Improved CSV data import
Version 1.2.0 – May 28, 2014
- Two-side synchronization of Contact data with Magento Customers
- Ability to delete Channels
- Multiple improvements to display of Magento data
- View page for Workflows
- Reset of Workflow data
- Line charts in Reports
Version 1.1.1 – May 26, 2014
- Bug fixes
Version 1.1.0 – April 28, 2014
- Magento order completion
- Magento order creation
- Dashboard management
- Interactive Dashboards
Version 1.0.1 – April 21, 2014
- Stabilization and bug fixing of the GA release
Version 1.0.0 General Availability – April 1, 2014
- Segmentation wizard
- Workflow Management UI
- Tasks
- Reminders
- Package management
- Page Totals and Grand Totals for grids
- Proper formatting of Money and Percent values
- Configurable Sidebars
- Notification of content changes in the Pinbar
Version 1.0.0 Release Candidate 2 – February 25, 2014
- Embedded Web Forms
- Accounts merging
- Refactored flexible workflows
- Application upgrading
- CSV Export for grids
Version 1.0.0 Release Candidate 1 – January 30, 2014
- CSV Export for Reports
- Translations Management
- Improved Reports
- Improved Dashboard
- Improved Workflow
OroCRM Beta Releases
- Version 1.0.0 Beta 6 – December 30, 2013
- Entity Metadata Translations
- Enhanced Dashboard
- Caching Architecture and Adapters
- Improved installation process
- Improved SOAP and REST API Implementation
- Ordered follow-up flow
- Unified View Pages implementation
- Added Call Notes to Contact View
- Added sidebar widgets support
- Removed old Grids implementation
- Improved JS for opening dialog
- Removed old IE version support
- Refactored navigation and layout JS
- Magento orders data import
- Record updates notification
- Multi-language support for email notifications
- Finished Packages Management UI
- Added Call Notes to Contact View
- Added sidebar widgets support
- Version 1.0.0 Beta 5 – December 5, 2013
- Improved ACL management
- First iteration of the Oro Reports Wizard (with custom table reports)
- Improvements to Extended Entities bundle and added support for select and multi-select attributes
- More improvements to the B2B Sales Workflow
- New “Log a Call” feature added
- Form validation improvements
- Improved usability of Tabs in entity view
- Fixed scrollSpy feature
- Added weather layer in the contact view map
- Version 1.0.0 Beta 4 – November 21, 2013
- Major improvements and refactoring of the Grid Bundle
- Flexible Workflow improvements
- Added Transition feature to allow workflow data entry while transitioning between steps
- Added support so user can add custom fields to all System Entities
- Version 1.0.0 Beta 3 – November 11, 2013
- Added Oro Calendar feature
- Added ability to email contacts directly
- Added ability to manage relations between extended/custom entities
- More configuration and control for Localization and Internationalization of input and output
- Upgraded the Symfony framework to version 2.3.6
- Version 1.0.0 Beta 2 – October 28, 2013
- Installer improvements
- Added System Help and Tooltips
- Improved ACL performance and added ACL Caching
- Version 1.0.0 Beta 1 – September 30, 2013
- New step-by-step installation wizard
- New ACL and ACL Management implementation
- Emails synchronization via IMAP
- Import and Export Contacts
- Predefined Grid Views
- New account contacts management
- CRM Entities reports
- Managing Custom Entities and Custom Fields
- Managing relations between entities
OroCRM Alpha Release
- Version 1.0.0 Alpha – May 27, 2013
- Upgraded to Symfony 2.4
- Leads and Opportunities Workflow (B2B)
- Flexible Workflow Engine (FWE)
- Foundation for Multiple Organization Support
- Dynamic Schema Updates
- Entity and Entity’s Field Metadata Management
- Entity Configuration GUI
- Localization for countries and regions
- Full Navigation with Flexible Menu Structure – including history, most viewed items and a Pinbar
- REST and SOAP API’s
- Users, Groups, and Role Management with ACL
- Flexible Entities with Dynamic Attributes