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58 changes: 45 additions & 13 deletions CHANGELOG.md
Original file line number Diff line number Diff line change
@@ -1,8 +1,42 @@
# 7.1 #
# 8.0 #
12/6/2019

* New Features
* Portal Product
* Related Case Solutions
* Knowledge Base
* WYSIWYG Editor for Email Templates
* Nexmo Call Pop-up
* Sales Quotations Improvements
* Group Profiles
* Data Visualizations
* Appointment Calendar
* UI Update
* Listability Improvements

* Extensions
* Billboard.js (replaced C3)
* D3.js v5 (from v3)
* Grapes.js (new)
* Font Awesome v5 (from v4)

* Minimum Requirements
* PHP 7.0 (from 5.3)
* PHP 5.* no longer supported by maintainers
* MySQL 5.7 (from 5.6)
* InnoDB Full Text Index Support

1/3/2019
* General Changelog / Developer Notes
* X2CRM is now compatible with PHP 7.1+
* Miscellaneous bug fixes
* PHP 7.2 compatability fixes
* Login CSRF and duplicate primary key fix
* Fix for phone numbers not deleting from phone number table when deleted from record
* Fixed bug with accounts report failing if the grid view for accounts has the tag column but accounts don't have any tags
* Fixed issue with not being able to edit account lists if the criterion model is empty
* Total rows error on summation report fix
* Boolean fields and action eventSubType reportability fix

# 7.1 #
11/7/2018

* Miscellaneous bug fixes
* Fixed issue with emailing where mail servers which are not configured to use VERP can still send email
Expand All @@ -12,7 +46,6 @@
* Fixed issue where a 500 error would occur if the 'maxFileSize' attribute was not created correctly
* Fixed issue where X2Flow would incorrectly reference a workflow ID
* Fixed issue where logging time on a record would incorrectly calculate time spent
* Fixed front-end with the complete stage action in X2Workflow where the note textarea was covering the stage selection dropdown

# 7.0 #
10/19/2018
Expand All @@ -21,18 +54,17 @@
* Accounts, Leads and Opportunities are now listable
* Contacts can now be converted to leads
* Campaigns
* Long-Term campaigns added
* A/B testing for campaigns added
* Account, Lead and Opportunity lists can now all be used in campaigns
* Campaign link clicks can now be easily and automatically tracked
* Suppression lists can now be used in campaigns
* Bounce hadling for campaigns added
* Workflows
* Frequency count of how many times a workflow is executed is now recorded and displayed to the user
* Integration with Outlook calendars
* Miscellaneous bug fixes

# 6.9.3 #
1/3/2018
* Fixed unrecognized field lastModifies bug

# 6.9.2 #
12/29/2017
* Fixed email bug

# 6.9.1 #
11/20/2017
* General Changelog / Developer Notes
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52 changes: 35 additions & 17 deletions README.md
Original file line number Diff line number Diff line change
@@ -1,5 +1,34 @@
NOTE: IF YOU ARE UPDATING FROM <7.0 YOU WILL NEED TO RE-ENTER YOUR THIRD-PARTY APP CREDENTIALS!
THIS IS DUE TO THE REMOVAL OF MCRYPT IN PHP 7.2. FOR MORE INFO, PLEASE CONTACT [email protected]
# 8.0 #

12/6/2019
* New Enterprise Features:
* Portal Product:
* Customer login and messaging for support cases
* Invite users to the portal through service case webform
* Related Case Solutions: Match service cases by issue for relevant resolutions
* Knowledge Base: Create documents that can be searched by keyword or phrase
* WYSIWYG Editor for Email Templates: New responsive editor for email templates
* Nexmo Call Pop-up: Links to contact with matching number if one exists

* New Open Source Features:
* Sales Quotations Improvements:
* Comments are their own line item
* Adjustments are also their own line item, and percentage adjustments are based off the most previous line item
* Added tax modifier on the subtotal
* Added quote template insertable attribute "Packing Slip" that inserts quote item table without prices
* Group Profiles: Admins can set default homepage layouts.
* Data Visualizations
* Day/hour heat map for campaigns that shows number and time of open/click/sent events
* Added bubble, spline, and area spline charts to reports
* Appointment Calendar:
* Users profile setting for dedicated appointment calendar
* Guests can reserve appointments through invitation link
* UI Update:
* Publisher widget history items scrollable when too long
* General styling changes
* Listability Improvements: Account, lead, and opportunity lists are campaignable

* Miscellaneous bug fixes (see Changelog)

# 7.1 #

Expand All @@ -17,17 +46,6 @@ THIS IS DUE TO THE REMOVAL OF MCRYPT IN PHP 7.2. FOR MORE INFO, PLEASE CONTACT c
* Fixed issue where logging time on a record would incorrectly calculate time spent
* Fixed front-end with the complete stage action in X2Workflow where the note textarea was covering the stage selection dropdown

# 7.0 #
10/19/2018

* General Changelog / Developer Notes
* Accounts, Leads and Opportunities are now listable
* Contacts can now be converted to leads
* Campaigns
* A/B testing for campaigns added
* Account, Lead and Opportunity lists can now all be used in campaigns
* Miscellaneous bug fixes

# Introduction #
Welcome to X2CRM!
X2CRM is a next-generation, open source social sales application for small and
Expand All @@ -53,10 +71,10 @@ value to their customer interactions resulting in higher close rates.

# System Requirements #
* A web server that can execute PHP
* A password-protected MySQL database server connection, and a database on
which the user of the connection has full permissions rights (i.e. SELECT,
DROP, CREATE and UPDATE)
* PHP 5.3 or later
* A password-protected MySQL (5.7 recommended) database server connection, and a
database on which the user of the connection has full permissions rights
(i.e. SELECT, DROP, CREATE and UPDATE)
* PHP 7.0 or later (5.6 mostly works, but is no longer supported)
* PHP must be run as the same system user that owns the directory where X2CRM
will be installed
* The server must have internet access for automatic updates
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