2024 has been an exciting year for 1CRM, marked by significant progress as we prepare for the highly anticipated release of 1CRM 9. In the meantime, we are committed to delivering the best possible experience for 1CRM 8.7. Our latest release, 8.7.11, represents the culmination of two years of continuous updates and improvements. This release not only enhances the functionality but also marks the return of our semi-automated upgrade process, making it easier than ever to stay on the most current version of 1CRM.

Well, seeing as you asked so nicely, we’ll tell you! Over the last four years we have been completing rewriting 1CRM to boost performance, give it a fresh new look and deliver the best value for our community. Whilst we have been working on this project we have pushed small upgrades to almost all areas of 1CRM, below are some of the stand out points:

Full 8.7 Release Notes

Changes in 8.7.11.

• Contacts: Fixed a JS error in the console whilst interacting in DetailView.
• Target Lists: Records added to the sub-panel are lost when duplicated. #5299
• Opportunities: Fixed issue when converting Lead to a Contact.
• Admin: Fixed typo having an extra ‘o’ in Google
• Two-Factor Authentication: Fixed issue that caused incorrect screen to show on login. #5315.
• Users: Blocks the ability to create users with duplicate usernames.

Changes in  8.7.10: 

• Tasks: Fixed inconsistency on booking hours. #5266
• Duplicate: Fixed bug on duplicate merge. #5270
• Upgrades: Fixed issue that prevented 1CRM from being able to upgrade to a later version. #5272
• Admin: Encoding issue on ISO 8859-1. #5263
• Product Catalog: Fixed issue with assemblies not calculating correctly. #5251
• Custom Fields: Email and mail merge variables are not translated for field type. #5252
• Sub-panels: Translation breaks when editing column. #5254
• Smart List Tabs: Fixed issue where translation would reset back to English when user shared sub panel. #5255
• Import Data: Fixed issue where step two resulted in a blank page. #5256
• Campaign: Fixed missing indexes in campaign-Logs and Contacts. #5268
• Workflows: Fixed issue in which unique actions were not firing as expected. #5262
• Detail View: Changing visibility of a sub panel through module designer caused 500 error. #5264
• Image Gallery: Notes that contain image files can now be shown in a gallery view.
• Price Books: Defect in price books was preventing it from working correctly. #5238
• Configure Group Tabs: Added CSRF token to group tab form. #5298
• Installer: Various fixes to address breakage on installation. #5292
• Two-Factor Authentication: Added option to enforce all users to require 2FA to sign in.
• Reports: Improve group and totals in reports
• Upgrades: Set new version format and allow upgrades of same releases e.g. x.y.z can upgrade to x.y.z as new format is x.y.z.p
• Upgrades: Set minimum requirement for upgrade to 8.6.16.
• Upgrades: Set base commit to newer value to reduce upgrade package size

Changes in  8.7.9: 

• Booking Categories: Translation did not appear in the tally editor. #5221
• Booking Categories: Brackets show in tally editor even if none of the qualifiers were set. #5220
• Users: Fixed issue with the reset password function. #5225
• Workflows: Fixed issue preventing the workflow module from loading. #5222
• Security Enhancement: Modified the LDAP login controller to properly escape parameters before inserting then into SQL queries.
• Security Enhancement: XSS attack prevention written to prevent scripts being inserted into certain fields
• Security Enhancement: Log files must always be .log to prevent executing arbitrary PHP code with failed credentials
• Security Enhancement: Implement CRSF protection using a combination of Cookie-to-Header token and Double Submit Cookie techniques.
• Security Enhancement: Implement httpony and secure attributes to session cookie.
• Security Enhancement: Added X-Frame-Options: SAMEORIGIN header to prevent 1CRM being ran inside an attacker-controlled iFrame.
• Security Enhancement: Account lockout now requires CAPTCHA to prevent DOS attack.
• Security Enhancement: Account lockout presents generic error message, with email sent in the background. Making it impossible to see whether a username is correct or not.
• Security Enhancement: File upload now mandates a logged in user
• Security Enhancement: Added Content-Security-Policy header
• Security Enhancement: Various other security related changes made but not disclosed due to the potential exploit of edge cases. For more detailed information, please email zak@1crm.com.

Changes in  8.7.8: 

• Multiple changes improving PHP 8 compatibility
• Fixed exchange rate calculation (bug #5202)
• Updated RingCentral integration with latest API
• Improved performance of Activities subpanel
• Fixed Remote Assist disabling for certain server environments(bug # 5173)
• Made sure RSS feeds are properly sorted (bug #5188)
• Fixed invoices mass email (bug #5190)
• Improved settings for Google sync (bug #5192)
• Fixed errors in meetings recurrence calculation ( bug #5177)
• Fixed potential SQL injection (bug #5172)
• Fixed printig issue in Timesheets (bug #5164)
• Updated PDF generation code to prevent cutting of words in the middle (bug #5126)
• Updated PDF generation code to properly display page numbers (bug #5126)
• More flexible configuration for imported emails asociations (bug #5069)
• Fixed behavior of Quick Create button in in Emails (bug #5069)
• Fixed Expense Reports duplication (bug #5154)
• Fixed Expense Reports recalculation for project financials (bug #5153)
• Make “Send Test” function in campaigns to send all emails immediately instead of queuing (bug #5152)
• Fix image attachments when replying to and forwarding emails (bug #5069)

Changes in  8.7.7: 

• Webhook Var Evaluator: Fixed an issue on PHP 7.4 where a fatal error would occur on upgrade. (#5151)
• Campaigns: ‘Send Test’ issue when entries on the test list exceeded the batch size set in administration. (#5152)
• Warning Spam Error Log: fixed an issue where a warning regarding $MAIN_TITLE showing in administration. (#5138)
• Save Button: Fixed regression caused by #5136, using this.form instead of {FORM} for sendForm method when saving a record. (#5149)
• Price Books: Add id to source fields. (#5141)
• Stripe Integration: Fixed issue when trying to charge a credit card would return ‘Nothing to invoice customer’. (#5139)
• Database Import: When navigating to import database from the Leads module, an ‘Error 500’ code would show. (#5132)
• Dropbox Integration: Use correct name for dropbox token, was saved as dropbox_token in user preferences but tried to get as dropbox_access_token. (#5137)
• Email as PDF: Use this.form instead of {FORM} for sendForm method. (#5136)
• Email: Quick Create button in Additional Details popup from list view was not working – now fixed. (#5069)
• Email: Match mailbox used for email reply by email address. (#5069)
• Email: Add option to disable linking incoming emails to Contacts – only Cases and Bugs. (#5069)
• PDFs: A range of PHP 8 compatibility fixes were added.
• PDFs: Added total pages and page number to header data. (#5126)

Changes in  8.7.6: 

• Signatures Integration: A comprehensive integration has been added for digital and electronic signature solutions from Notarius. For more information see this post. 
• Booked Hours: Status value for booked hours is now managed more intelligently on popup form. (#5108)
• Reports: Include IDs in Report notifications when requested. (#5103)
• Timesheets: Fix timesheet approval logic. (#5107)
• Expense Reports: Limit related-to modules list in expense reports. (#5110)
• Quotes and Other Modules: Display ‘Unsupported PDF format’ error when attempting to use unsupported PDF attachments. (#5094)
• Expense Reports: Fixes an error that can appear in expense reports when using certain PHP versions. (#5101)
• Check Language Files: Fixes an error in this Maintenance function seen in more recent PHP versions. (#5099)
• Cases: Service Parts sub-panel could not be removed by the Studio. (#5080)
• PDFs: Fixed a minor issue in PDFButton Constructor. (#5116)
• Reports: Fixed multi-column sorting in reports regression. (#5050)
• Contacts, Accounts: From a Contract or Account detail view, if the user viewed the History sub-panel and expanded that sub-panel to be the full list view, there was an issue using the Mass Update panel on that expanded view to assign items to a different user. (#5096)
• Sub-Panels: Reset sub-panel offset when parent record changes. (#5105)

Changes in  8.7.5: 

• Vacations: Minor issues with list view filters corrected. (#4929)
• Accounts: Minor issue filtering list view by number of employees has been corrected. (#4959)
• Emails: Some users experienced an issue with missing compose email text box, now corrected. (#4971)
• Export to CSV: Some issues related to quote or newline characters within text fields have been corrected. (#5007)
• Reports: An issue with re-editing custom report definitions containing date filters has been corrected. (#4913)
• Calendar: Access control over items displayed on the calendar has been improved to allow for respecting Team ACL rules in addition to User ACL rules. This change adds a hidden setting (site.calendar_group_acl, default value false). When set to true, Team ACLs are also respected. (#4969)
• Import from CSV: Importing multi-select field data containing European accented characters had an issue which is now corrected. (#5021)
• Email Templates: Some minor issues with inserting currency values via variable fields have been corrected. (#5008)
• Calendar: Creating new calendar events via popups did not respect user timezones. This issue has now been corrected. (#5027)
• Creating Events via .ICS Attachments: This feature had issues correctly allowing for user timezones, which have now been corrected. (#4956)
• IMAP Folder Name: The dropdown field for selecting IMAP folder names has been widened. (#5009)
• Email Quick Setup: Quick Setup for Outlook has been changed to use smtp.office365.com instead of smtp.live.com. (#4797)
• Layout Configuration Option: We have added an admin configuration option to control the display or suppression of data rows with blank values on detail views. Some users like these rows suppressed for shorter screen display, others prefer not to suppress them so data is always in the same place. (#5026)
• Monitored Mailboxes: It was possible to delete monitored mailboxes from their association with a User – leaving them active but impossible to display. Issue corrected – you can no longer remove that association. (#5016)
• PDF Generation: The option to add a PDF to the front or back of a PDF generated from a Quote, Sales Order, Invoice etc.. had an issue which has now been corrected. (#4983)
• RingCentral Integration: Updated to no longer use TLS 1.2. (#5015)
• User & Group Email: Enhancements have been added to make the retrieval of User and Group emails more robust. (#4992)
• Cleanup Custom Fields: A new maintenance function has been added to clean up custom fields from the database. When custom fields are removed by the Admin, they are not removed from the SQL database, to preserve data from accidental erasure. This maintenance function performs the actual removal of these fields (#4994)
• SMTP Authentication via OAuth: Enhancements added for robustness. (#4996)
• Shipping Amount on PDFs: An issue has been corrected regarding the printing of Shipping charges on Invoices. (#4984)
• Restoring Deleted Records: This function was only working correctly when English was the selected user language. This issue has been corrected. (#4982)
• Office365 OAuth: Mailboxes set to this option but with no access token defined would cause a scheduler error. The system now checks that an access token has been created. (#4981)
• Google & CalDav Calendar Sync: Significant refactoring to enhance the robustness of these calendar syncs for recurring meetings when one or more instances of the meeting are edited at either side of the sync. (#5053)

Changes in  8.7.4: 

• Merging Duplicates: Minor issues corrected when merging duplicate Contacts. (#4928, #4936)
• Workflows for Opportunities: We have added a Send to Primary Contact email action option for Opportunity Workflows defined in Administration. (#4881)
• vCard Import: Import a value for Contact’s Website when importing vCards. (#4903)
• Forum Posts: An issue with Forum Posts has been corrected. (#4919)
• Merging Duplicates: Merging duplicate Accounts with related Opportunities failed to update the Account field on those Opportunities. Issue now corrected. (#4917)
• Notepad: An issue with creating then editing Notepad contents has been corrected. (#4910)
• Opt In / Opt Out: An issue has been corrected regarding manual editing of Opt In / Opt Out status on a Contact. (#4912)
• Modern Authentication for Email: Enhancements added for this recently added capability. (#4914, #4939)
• PDF Printing: Some PDFs had an issue being printed, which has now been corrected. (#4915)
• Dashboard Charts: Issues with dashboard chart filters have now been corrected. (#4935, #4927)
• 1CRM API: An issue connecting to the 1CRM API has now been corrected. (#4933)
• Date Filters: For Reports etc we have added a new option for Date Filters to select data from the preceding 365 days. (#4905)
• Rounding Issue: A rounding issue has been corrected, for Invoices, Quotes etc relating to when very large quantities of an item were sold, at a very small unit price with more than 2 decimal places. (#4921)
• Dropbox Compatibility: A new library is now in use for linking to Dropbox, due to changes at Dropbox. (#4924)
• Mass Update: Operation has been improved when using a multi-select value in the Mass Update panel. (#4918)
• PDF Template Editing: An issue editing some PDF Templates has been corrected. (#4909)
• Theme Selection: An issue selecting themes other than Clare has been addressed. (#4906)

Changes in  8.7.2/8.7.3: 

• Google Support for ‘Less Secure’ Apps: Google is deprecating this support. To use Google email accounts, or to use 1CRM sync with Google drive, Google contacts or Google calendar, you may need to configure Oauth authentication, as per this blog post. (#4761)
• Microsoft Office 365 Email Support: Microsoft is deprecating support for conventional authentication for IMAP and SMTP access to Office 365 email accounts from 3rd party applications. You may need to configure access via Oauth authentication, as per this blog post. (#4717)
• Quotes: Valid Until date always defaulted to 30 days after Quote creation. A setting to vary this has been added to Company Info screen in Admin. (#4827)
• Service Contracts: An issue with the formatting of the Print Details PDF for service subcontracts has been addressed. (#4812)
• Zoom: Updated Zoom authentication to use server to server authentication, as JWT is being deprecated in January 2023. (#4868)
• List View Sorting: Columns containing ‘Related To’ fields had some issues when used for sorting – now corrected. (#4869)
• Booked Hours Currency: An issue has been corrected when booking hours to a booking category which uses a non-default currency. (#4877)
• Expense Reports: Added the ability to re-order line items in expense reports. (#4866)
• Email Campaigns: Excluded Seed Lists from campaign logs. (#4838)
• Reports Filters: When defining a ‘Contains’ type filter, the comparison text could not include an uppercase U. Issue now corrected. (#4765)
• Reports: Reports had an issue with date field filters using the Current nn days option. Issue now corrected. (#4819)
• Custom Report Charts: Some charts created by custom reports had an issue which has now been corrected. (#4747)
• Custom Fields Editor: The visible when option had a display issue in some browsers, which has now been corrected. (#4825)
• Dashboards: Minor issue corrected re adding a new dashlet when already editing filters of another dashlet. (#4824)
• HR Reports: HR Reports had an issue when a secondary relationship to annual leave was added – issue now resolved. (#4823)
• Charts: Some bar charts had an issue with a spurious extra empty value being charted. Issue now corrected. (#4821)
• Schedule Meeting Button: Some timezone refinements added for this new function introduced in 8.7.1. (#4813)
• Milestone Invoices: Some minor cosmetic adjustments made to field alignment. (#4793)

Changes in  8.7.1: 

• Currencies: Minor issue corrected when editing and saving the default currency. (#4744)
• Display of Special Characters in PDFs: Issue addressed for the display of special characters in PDFs. (#4755)
• PHP8 Output Buffering & Compression Issues: Seen by users as issues uploading or downloading files, on certain versions of PHP 8.0.x – the issue has been corrected. (#4777)
• Email Campaigns: Explicitly set the host name for outbound emails, to enhance deliverability. (#4757)
• Command Line Installation Process: Support setting the default language when installing using the command line process. (#4746)
• Google Calendar Sync: Support added for the latest Google API usage rate limits. (#4707)
• Price Books: Price Book pricing formulas must use North American number formatting i.e. 123,456.89. Using European number formatting will now explain this is not supported. (#4730)
• Report Data Grouping: A minor issue when grouping data in reports has been corrected. (#4719)
• Email Template Variables: Minor feature added – now values from Projects and Project Tasks may be used as email variables for data insertion. (#4767)
• Google Calendar Sync: Using Zoom meeting links and Google calendar sync together caused some issues, which have now been resolved. (#4709)
• PDF Options: Minor option added, allowing Contact Name to be displayed below the Shipping Account name instead of above it. (#4758)
• Reports: For reports using multiple source tables, Mass Update capability was not enabled. This has now been enabled. (#4773)
• Timesheets QuickSearch: Minor issue corrected. (#4784)
• Sales Orders with Multiple Line Item Groups: Changing Billing Account to one with a default discount would cause an issue, which has now been addressed. (#4716)
• WooCommerce Sync and Workflows: Workflows which involved Invoices generated from the WooCommerce sync had issues which have now been resolved. (#4691)
• WooCommerce Sync: Flexibility enhanced handling custom Woo order stages from Woo plugins. (#4711)
• Access Control: Deleted Teams could still affect clients’ Access Control. Issue has been resolved. (#4748)
• Product Specific Discounts: Additional minor fixes added after the significant changes in release 8.6.15. (#4747)
• Cloned 1CRM Instances: Instances created by engineers cloning another instance could have issues with chart generation. These have now been resolved. (#4762)
• Google Contacts Sync: Google suddenly deprecated the Contacts API used by 1CRM. We have now updated the libraries used for Google sync to address the issue. (#4726)
• CalDAV and iOS 15: Authentication issue that arose with iOS 15 has been addressed. (#4745)
• 1CRM System Maintenance: Feature aded to delete all Invoices. This is to address the need of new clients who create test invoices prior to live system usage – as now 1CRM does not permit individual Invoices to be deleted. (#4728)
• Emails sent by Workflows: Emails sent by Workflows would drop their attachments. This issue has been resolved. (#4733)
• Workflows Feature: A new trigger option has been added to Workflows – Occurs When. (#4721)
• Google Calendar Sync: A date limit option has been added to Google Calendar sync, to avoid sync’ing years of historical events. (#4720)
• Support for .ics Files: A Schedule Meeting button has been added when emails contain .ics file attachments. (#4715)
• WooCommerce Sync: Add Shipping Account details to incoming WooCommerce orders via sync. (#4714)

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