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Upcoming OroCRM Community Edition 1.9 and Enterprise Edition 1.11 Release Features Preview – Part 3

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We are excited to announce that in our ongoing efforts to make OroCRM the most flexible open-source CRM application on the market, we have completed several new features that are now available on the development environment.

 

REST API for GET Requests

In the release, we focused on improving user experience for developers. From now on, developers can save lots of time as all GET operations for all entities will be available via REST API straight out of the box, with no extra development needed. In addition to this, the new API provides:

  •         The application of User ACL to all resources
  •         The possibility to control entity availability via API
  •         The possibility to control entity fields and relations availability

The new API is based on JSON API implementation. The old API remains available with URLs unchanged.

 

Universal Tags that can be Edited Inline

We have changed the implementation and design of Tags so that they are easier to work with! Tags are now a separate entity feature, similar to activities, and can be enabled or disabled in the entity manager. When Tags are enabled, they will automatically be added to the edit and view forms on an entity, and a Tags column will be available in the entity grid. Even more, we’ve redesigned Tags so that they look much better and are easier to work with.

 

new_tags

 

We have also improved the experience of editing and modifying tags. Tags can now be edited inline everywhere – in grids and on the view pages – allowing users to tag read-only records, such as Magento customers, in one-way sync setups. Additionally, in reports and segments, a Tags column can be added as an entity “field”, allowing users to list all the record tags in one row without grouping them, and making it possible to sort accounts and contacts by their tags.

 

Merge Activities upon Accounts Merge

Account activities are now included in account merges! A merge strategy can be specified for your activities so that none are missed after the merge. Strategies can be specified separately for each type of activity, allowing you to only merge relevant activities. For example, you can choose to merge all emails and calls, but discard tasks and calendar events from all but one account record.

 

merge_acc

 

To try these features today, download and install the current development version of OroCRM.

If you happen to find any issues with these features (remember, development is not yet finished and this is a preview version), please report them on our OroPlatform GitHub page.

As always, we look forward to hearing your feedback and comments in our forums.

Contact us today if you would like to learn more about OroCRM.

The Oro Team

 

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