sugar crm OpenSource 4.5.1

Sugar Open Source Release NotesVersion 4.5.1 1. See the SugarCRM trademark policies at www.5. Disclaimer Software and documents distributed under the License are distributed on an “AS IS” basis. www. 01/29/07 .com This document is subject to change without notice. You may not use this document except in compliance with the License that you choose.sugarcrm. License The contents of this document are subject to the Sugar Public License and the SugarCRM Community License Agreement (“License”). WITHOUT WARRANTY OF ANY KIND.sugarcrm. 2007 Copyright © 2004-2007 SugarCRM Inc.Copyright Information Sugar OpenSource Release Notes Version 4.com/trademark for more information on how SugarCRM trademarks can be used. See the License for the specific language governing rights and limitations under the License. Trademarks All SugarCRM logos in this document are registered trademarks of SugarCRM Inc. either express or implied. Sugar Suite supports only versions 2000 and higher.1.5. Topics include: z z z z z “Requirements for 4. you must install version 4.5. and a scheduled job to send out the campaign emails. For Microsoft Exchange.2 or higher to use with Sugar Suite 4. a newsletter campaign.sugarcrm.Introduction This document describes the new features and enhancements in Sugar Open Source 4. CAUTION: It is recommended that you make a copy of your production systems and use it to test 4. Check the Bug Portal for known issues prior to submitting bugs.5. ensure that the MB String module is installed in your PHP libraries. Use 4.1 z To install Sugar Suite 4.1 successfully.1” on page 1 “New and Enhanced Features” on page 1 “Compatibility Matrix” on page 3 “Known Limitations” on page 4 “Known Bugs” on page 5 Requirements for 4. You can provide feedback through the SugarCRM Bug Portal.5.1 or 4.5. If you are using MySQL. accessible through http:// bugs.1. z z New and Enhanced Features Campaign Management Sugar now offers the following features for campaigns: z You can now create Newsletter campaigns.com. known issues and bug fixes pertaining to this release are included. In addition. You can upgrade from Sugar Suite versions 4. please update existing bugs with additional information.5. or other types such as mail and telesales campaigns.5. Otherwise. The diagnostic tool allows users to have a z z .5. bounce-handling mailbox. The new email campaign diagnostic tool allows you to ensure that all the campaign requirements have been met such as email setup.1. We will continue to work to incorporate your feedback into the development process.5.1 Please continue providing feedback on this release as we continue to develop Sugar Suite functionality for the upcoming releases.0 to 4. A Newsletter campaign is an email campaign that you can send out on a regular basis.2.1.1 to designate new bugs found in this release. The new Campaign Wizard allows you to create an email campaign. The SugarCRM Development Team is closely monitoring the following channels and is making every effort to fold your feedback into upcoming releases. 5. you will lose some information such as the timestamp. when you select this option. You can now link to campaigns from Leads. To enhance performance. including custom fields.quick understanding of the pending administrative tasks before scheduling the campaign. and dashlets. and create a ready to use Webto-Lead form. You can also download new patches. you now have the option of storing only one campaign email in the Sugar database. themes. 2 Sugar OpenSource 4. Users can drag and drop fields from the leads table. However. and Opportunities modules. Contacts. z Sugar now provides an embedded ROI report that allows you to view the Return on Investment (ROI) for a campaign based on opportunities generated from the campaign. You can create a Web-to-Lead form within Sugar Suite. You can map this email to all the campaign targets instead of storing duplicate copies for each target. You can now embed images in campaign emails to avoid them from getting reported as spam. z z z z Module Loader The Module Loader has been enhanced to allow you to download modules and upgrades from Sugar Exchange or from your local drive.1 Release Notes . language packs. 2. 5.3.0.1.4 2.x.2.4 5.2. 6.1.Compatibility Matrix Compatibility Matrix COMMENTS SUGAR BUILDING BLOCKS PLATFORM z Linux z z SUPPORTED VERSIONS Any flavor of Linux (Ex: RHEL 4. SQL Server) DATABASE z MYSQL z SQL Server WEB SERVER z Apache z 4.5 5. 4. XP. Office XP latest Mozilla latest Firefox IE 6.2 or higher. Outlook 2002(XP). 2.0 IIS SUGAR PLUG-INS z Supports any version that runs PHP Supports any version that runs PHP Sugar Plug-In for Microsoft Outlook Sugar Plug-in for Microsoft Word Client (Browser) z Outlook 2000.4. 5.x 5.16. 5.0.0.24a 2005 Sugar OpenSource 4.0.24a 2005 5.0 2003 5.4.0.0) 2000.0 z Recommended Stacks Linux Stack PHP version z Apache z RedHat Enterprise Preferred Databases MySQL SQL Server Windows Stack z PHP version z IIS z Microsoft Windows Preferred Databases MySQL SQL Server z 5.4 6.4.1.2.1 . 2005 1. Outlook 2003 Office 2003.2.x.4.3 Workstation 4 5. IE 7. 2.0 .1 – 5.1.1 Release Notes 3 .4.5.5.3.0 Sugar runs on all versions that run PHP Windows Mac OS PHP (MYSQL.x.1.11 4.2003 X 4.0.1. the upgrade process will change the data types of three columns (Description. Release 4. ensure that this value is set to your test instance instead of your production instance before you begin upgrading the Upgrade Wizard.1 Release Notes . The 333 characters limit is for the combined length of all fields you specified as key for the index. therefore the interference could also happen between the Sugar Suite application and another application. the upgrade to Sugar 4. the system directs the user to the value specified for the Site URL parameter in the config.5.x uses UTF-8 encoding and collation. the upgrade to Sugar 4. Automated upgrading is not supported for the SugarPortal and for the Forums module.5 will cause an error during the database character set conversion. while prior releases used the default setting.COERCIBLE) and (latin1_swedish_ci.. You must drop the index and recreate it so the index uses fewer characters from the columns. you may run into periodic collation errors. z After you upgrade the Upgrade Wizard. This will prevent inadvertent changes to your production instance. Internally.5.5. z z 4 Sugar OpenSource 4..5. To correct this problem. z This is caused by sharing of connections between two applications using different collations.1 Beta version. depending on the size of your Email table and the abilities of your database server the upgrade may take longer than usual.Known Limitations z On MYSQL. The error message “Specified key was too long. please use different user names for accessing the MySQL databases. Therefore.IMPLICIT) for operation . This is a general issue. The 333 characters limit is for the combined length of all fields you specified as key for the index. max key length is 1000 bytes” comes from MySQL and is a MySQL limitation. An example error is: MySQL error 1267: Illegal mix of collations (utf8_general_ci. max key length is 1000 bytes” This is a MySQL limitation. and Raw_Source) in the Emails table.5 will have an error during the database character set conversion. If you share a MySQL database user name between two instances of Sugar Suite applications where one is a pre-4.php file. You must drop the index and recreate it with fewer characters. Therefore. If you have created an index in MySQL database with key length of more than 333 characters. Description_HTML. z If you have created an index in MySQL database with key length of more than 333 characters. MySQL accounts 3 bytes for each character during the UTF-8 conversion.1 Beta version and another is a 4. To upgrade. MySQL displays the following error message: “Specified key was too long. you will need to manually unzip the files and replace the existing files on the system with the new files. Internally MySQL accounts 3 bytes for each character during the UTF-8 conversion. when you select “Euro” as the currency. Bug 10443 When installing a module. Bug 10982 The salutation format for campaign targets. Bug 10988 When you attempt to edit an HTML signature that contains special inserts such as expressions and buttons. a field named "LBL_Created_BY" displays below the tool box in the layout view of the Cases module. a warning message displays. when you view the Additional Details pop-up for a task. the amount in the Example field is preceded by “ampersand#8364". the signature displays above the signature body and the inserts do not display correctly. the Opportunity Type value is not translated and displays in English. currently. when you view the Additional Details pop-up for an opportunity. Bug 10751 During installation.5. which is viewed from Message Sent/ Attempted sub-panel of campaign status page.1 Release Notes 5 . still displays the default “s f l” format even if the format is changed from “s f l” to “s l f”. is not the same date that displays in the Time Zone setting on the My Account page. when you click Commit.Known Bugs Known Bugs Installation Bug 10863 After installing a language pack. then click the browser’s Back button. This is because. Bug 10980 The sent date on a campaign email. the system allows users to populate the database with Demo data even when Demo data already exists. which is viewed from Message Sent/ Attempted sub-panel of campaign status page. Administration Bug 10776 In Studio. Sugar OpenSource 4. Bug 10862 After installing a language pack. and click OK on the confirmation page. the Priority and Status values are not translated and display in English. Modules Bug 10989 On the My Account page. we do not support special tags and images in the signature file for emails. csv file. the sort order of the Name column automatically changes from descending order to ascending order. if you click the Back button in Step 2. 6 Sugar OpenSource 4.1 Release Notes . after you create or select a record in a sub-panel. a fatal error occurs. Bug 10555 Sometimes. when a chart’s count dataset is set to something other than a dollar amount.Bug 10933 If you attempt to cancel the process of saving an email draft that has an attachment but no value in the Subject field. in the Forums module. This is because. Bug 10927 If you create a task for a record in your inbox and then cancel it. the import fails after the 1208 records have been imported. each count bar appends a currency symbol which is unnecessary. Bug 10870 In a summary report. cancel it. Bug 10754 When you attempt to delete more than 300 records using the Mass Update feature. and then cancel an email you were composing. Bug 10930 If you create a task for a record in your inbox. Bug 10539 While configuring Email setup in the Campaigns module. we do not support special tags and images in the signature file for emails. currently. the Team field is empty when you compose an email. not all the selected records are successfully deleted. Bug 10895 The “From Name” field of an email that is sent by campaign management is not configured as defined in the locale setting. Bug 10860 Any pre-loaded reports that were translated prior to during installation revert back to English after installation. Bug 10650 When using MySQL or MSSQL database. the email subject displays in the Subject text field of the Email Search box. Bug 10983 If you send an email with your signature.5. any special inserts such as expressions and buttons in the signature are not displayed correctly. Bug 10755 When you attempt to import a . the system prompts you to fill in values for required fields instead of displaying the page for Step 1. an attempt to respond to a thread that does not have a title results in a warning message. Known Bugs Bug 10449 If you log into the Forums module as a user. select a thread. an attempt to open the attachment on the server fails with an “Invalid File Reference” error message.5. Offline Client Bug 11001 Offline Client users cannot access dashlets downloaded through the Module Loader after they have synched up with the server. Sugar OpenSource 4. the user name defaults to Administrator. Bug 10943 After an Offline Client user creates a note with an attachment for a record and synchronizes it with the server. Bug 10400 If you use an email template that contains account variables such as ID or name to send out an email that does not specify a related account.1 Release Notes 7 . and attempt to add a quote. the account variables are displayed in the email body. 5.1 Release Notes .8 Sugar OpenSource 4.