Roadmap – 7.11

“Don’t let the fear of the time it will take to accomplish something stand in the way of your doing it. The time will pass anyway; we might just as well put that passing time to the best possible use.”

– Earl Nightingale

SuiteCRM 7.11

Released January 2019

This archived roadmap is a reflection of the original roadmap planned for 7.11 identifying the goals obtained for this major release. This was archived on Thursday 21st March 2019.

Release Goals

  • Stability

  • Bug Fixing

  • Alignment with SuiteCRM 8 Phase 2

  • Increase volume in automated testing and unit testing

  • Community provided Features

  • Feature Improvements

Features

Product Stability

  • Increase code coverage of Unit Tests – ✔
  • Introduce Acceptance & Functional Tests – ✔
  • Improve Upgrade functionality – ✔ (areas to improve further)

API v8 – Phase 2

  • Introduce Angular to framework – version TBA – (re-scheduled)
  • Improve API capabilities – ✔ (areas to improve further)

Libraries

  • Update all third party libraries (that are required) – ✔ (areas to improve further)

AOR (Reports) Improvements

  • Resolve Bugs/Styling in Reports – (re-scheduled)
  • Simplify UI (Tree Structure & Chart Colours) – (re-scheduled)

Authentication & Security Improvements

  • Improve SAML, LDAP, OAuth – ✔ (areas to improve further)
  • Encryption (fields, functionality) – (re-scheduled)

Security Rules

  • Custom Layouts by Group and Record Type – (re-scheduled)
  • Conditional Shared Security Rules – (re-scheduled)

Additional Features included

  • Introduction to Elasticsearch in Global Search – ✔
  • Ability to integrate custom search engines – ✔
  • Google Calendar Bi-directional synchronisation – ✔ Community Contributed
  • Chart colouring in Reports – ✔ Community Contributed
  • Custom Data/vardefs directly into Dom – ✔ Community Contributed
  • Robo tasks to utilise SuiteCRM housekeeping functions – ✔ Community Contributed
  • and many more.. check out the full Release Notes here

Potential Features

  • Groupware integration
  • Business analytics integration providing enhanced business intelligence and data warehousing capabilities

Backlog Features

We wish to open these features up to community or partners to be considered as future contributions.

  • SuiteP Editor
  • Share Records by Email to other CRM Users
  • Improve Default Email Template Editor
  • KashFlow
    • Integration between SuiteCRM and Kashflow so that users can synchronise Invoices and Customers between the two platforms.
  • Enhance File Uploads
    • Separating Attachments into new module allow more modular approach to file uploading.
  • Multi- Select Fields
    • Convert them to Multi-select ComboBoxes
    • Provide fall-back for new ComboBoxes
  • User Management Improvements
    • Import Users including Security Groups
  • Generic Search Interface
    • Initial development to introduce a Search Interface
  • Internal and External Webchat
    • Integrate for internal chat, record chat rooms and external customer service support.
  • Activity Log User Interaction
    • Provide Likes/Dislikes on Users Activity Logs
  • Campaign Enhancement
    • AB Testing
    • Auto Update for Target Lists
  • Visit Reports
  • Broadcast Teams
    • Inviting Groups of Users to Emails & Meetings etc
  • Notifications/Reminders Improvements
    • Language compatibility
    • Add Reminder functionality to Tasks
    • Add ‘Completed’ Notifications to Tasks
  • Further AOR (Reports) Enhancements
    • More Areas Reportable i.e. Campaign Logs
    • JSChart Lib support
    • Report Wizard
  • Threaded Update module extension (similar to Cases Update)
  • Sales Targets
  • Campaign Enhancements
    • Preview
    • Tracker Link Item
    • Default Column Template Configurations
    • Pre-header and Emoji in Subject Line
  • Multi-Select Tags