EspoCRM 4.3.0 beta

[yuri]

EspoCRM 4.3.0-beta.2: https://www.espocrm.com/downloads/Es...3.0-beta.2.zip

Upgrade from 4.2.7 to 4.3.0-beta.2: https://www.espocrm.com/downloads/up...3.0-beta.2.zip
Upgrade from 4.3.0-beta.1 to 4.3.0-beta.2: https://www.espocrm.com/downloads/up...3.0-beta.2.zip

Upgrade from 4.3.0-beta.2 to 4.3.0: https://www.espocrm.com/downloads/up...3.0-beta.2.zip

What's new:

* Dynamic logic. Dynamic forms configurable through admin's UI.

* Entity Manager: Base Plus entity type with Activities, History, Tasks panels.
* Entity Manager: Person entity type now has Activities, History, Tasks panels.
* Entity Manager: Company entity type.
* Entity Manager: Audited relationships feature. Allows to see that records were related in stream.
* Entity Manager: Tooltips now can be edited.
* Entity Manager: Ability to reset fields to default settings.

* Emails: Ability to use mailparse extension for email parsing. It will be used if mailparse extension is installed on your environment. With this implementation email fetching must work better than before.

* Layout Manager: Ability to remove side panels.
* Layout Manager: Ability to specify color of panels.

* Activities: Ability to configure what entities are listed in Activities and History panels.
* Activities: Event entity type can be added to Activities and History panels.

* Mass Email: Ability to make opt-out link not mandatory in settings.
* Campaigns: Ability to create target lists based on Campaign Log.
* Target Lists: Duplicate now copies targets (contacts, leads, accounts, users).

* Roles: Ability to manage read access to Users and Teams.

* Dashboard: Ability to rename tabs.

* Export: Ability to select which fields to export.

* Import: Ability to run import in idle-mode. For big files.
* Import: Ability to skip duplicate checking. For the sake of performance.

* Date/Datetime fields: 'Is Empty' filter.
* Int/Float fields: 'Is Empty' and 'Is Not Empty' filters
* Parent fields: Ability to search by certain entity type.

* Preferences: 'Do not fill Assigned User if not required' parameter.

* Tasks: Added reminders feature. Only if Date Due is specified.


Full lists:

Enhancements: https://github.com/espocrm/espocrm/i...3Acreated-desc
Bugs fixed: https://github.com/espocrm/espocrm/i...sc+label%3Abug
Changes: https://github.com/espocrm/espocrm/i...label%3Achange

[yuri]

Since upgrade is quite big it's recommended make sure that max_execution_time in your php is sufficient before running upgrade or just run the upgrade in the shell.

How to run upgrade in command line interface (shell):
php upgrade.php /path/to/upgrade/package.zip

[yuri]

Have fixed the link. Thanks.

[rodrigocoelho]

First Bug,

when commenting using @username, the result is as below...

(Rodrigo Sírio Coelho)[#User/view/1] teste

[yuri]

Thanks. Fixed https://github.com/espocrm/espocrm/c...613e38790d8935

[redgular]

Very nice additions. Good work! I installed it and will let you know if I find any bugs.
One enhancement we really would like is the ability to set an entity from the relationship panel to the side panel.

[yuri]

Thanks. Any bug founded appreciated.

[Pablo]

Hi!

The new features look great! Can you please give some more details or examples for the following 2 features?:

* Dynamic logic. Dynamic forms configurable through admin's UI.
* Tasks: Added reminders feature. Only if Date Due is specified.

Thanks a lot.

[yuri]

Hi Pablo,

Dynamic logic

It will be filmed in a short video tutorial.
It's available in Entity Manager if you edit certain field.

Tasks reminders.

If you specify Date Due field you will be able to setup reminders relative to date due time.

[Cédric]

Hi,

Great update, thank you !
I have already create a person entity in a previous version and I would like to know if I can enable the side panel (with tasck, call,...) or do I have to create a new one?

Thanks

[peterberlin]

Hi
* Activities: Ability to configure what entities are listed in Activities and History panels.
It is not possible.
?

[yuri]

I have already create a person entity in a previous version and I would like to know if I can enable the side panel (with tasck, call,...) or do I have to create a new one?

Hi,

No. You will need to create entity and all fields again. Data won't be lost if field names are the same.

[peterberlin]

I have updated in a test environment (from Bitnami) to 4.3 and created new modules. These new modules I can not free under setup for the activities

[tanya]

Which one of entity types did you use?

[peterberlin]

I have created modules of type Basis, Basisplus and company. I can not assign the modules to the activities. .

[tanya]

New BasicPlus and Company Entities are added to Parent Field options of Events

[alasdaircr]

* Entity Manager: Company entity type.

What does this change mean exactly? Account handling is pretty well baked into the source code, accountId fields over lots of other entities.

[yuri]

* Entity Manager: Company entity type.

What does this change mean exactly? Account handling is pretty well baked into the source code, accountId fields over lots of other entities.

For some who might need separated entity for example for suppliers, trucking companies. Although using of accounts is preferable.

[lucakuehne]

Sounds really nice :-) I'm looking forward for getting this opdate.
When is the release of the final version planned?

[yuri]

Maybe the next week.

[alasdaircr]

For some who might need separated entity for example for suppliers, trucking companies. Although using of accounts is preferable.

I like the idea. We would like to have 'Parent' companies for some accounts that we have. They are all subsidiaries. would this entity help in that regard?