crm/CHANGELOG.md at master · oroinc/crm

The upgrade instructions are available at Oro documentation website.

The current file describes significant changes in the code that may affect the upgrade of your customizations.

Changes in the CRM package versions

6.1.0 (2025-03-31)

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6.0.0 (2024-03-30)

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Added

ContactUsBundle

The Oro\Bundle\ContactUsBundle\Entity\ContactRequest::$customerName property was added.

5.1.0 (2023-03-31)

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5.0.0 (2022-01-26)

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Removed

ContactBundle

PrepareResultItemListener has been removed as now search engine generates and stores entity name in the index in a separate field
Removed \Oro\Bundle\ContactBundle\ImportExport\Strategy\ContactAddOrReplaceStrategy::importExistingEntity, functionality covered by \Oro\Bundle\ImportExportBundle\Strategy\Import\ConfigurableAddOrReplaceStrategy
Removed \Oro\Bundle\ContactBundle\ImportExport\Strategy\ContactAddOrReplaceStrategy::fixDuplicateEntities, functionality covered by \Oro\Bundle\ImportExportBundle\Strategy\Import\ConfigurableAddOrReplaceStrategy

CustomerBundle

Removed \Oro\Bundle\CustomerBundle\ImportExport\Strategy\CustomerAddOrReplaceStrategy::processValidationErrors, functionality covered by \Oro\Bundle\ImportExportBundle\Strategy\Import\ConfigurableAddOrReplaceStrategy

4.2.0 (2020-01-29)

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The code of OroCRM connector to Magento 1 has been moved to a separate package.

4.1.0 (2020-01-31)

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Removed

The *.class parameters for all entities were removed from the dependency injection container. The entity class names should be used directly, e.g.,'Oro\Bundle\EmailBundle\Entity\Email' instead of '%oro_email.email.entity.class%' (in service definitions, datagrid config files, placeholders, etc.), and \Oro\Bundle\EmailBundle\Entity\Email::class instead of $container->getParameter('oro_email.email.entity.class') (in PHP code).

ActivityContactBundle

The getSupportedClass() method was removed from Oro\Bundle\ActivityContactBundle\Direction\DirectionProviderInterface. Use the class attribute of the oro_activity_direction.provider DIC tag instead.

All Bundles

All *.class parameters for service definitions were removed from the dependency injection container.

MagentoBundle

The following deprecated API resources were removed:
- GET /api/rest/{version}/customers.{_format}, use GET /api/rest/{version}/magentocustomers.{_format} instead
- POST /api/rest/{version}/customers.{_format}, use POST /api/rest/{version}/magentocustomers.{_format} instead
- GET /api/rest/{version}/customers/{id}, use GET /api/rest/{version}/magentocustomers/{id}.{_format} instead
- PUT /api/rest/{version}/customers/{id}.{_format}, use PUT /api/rest/{version}/magentocustomers/{id}.{_format} instead
- DELETE /api/rest/{version}/customers/{id}.{_format}, use DELETE /api/rest/{version}/magentocustomers/{id}.{_format} instead

SalesBundle

The deprecated API resource GET /api/rest/{version}/leads/{leadId}/address.{_format} was removed, use GET /api/rest/{version}/leads/{leadId}/addresses.{_format} instead.

4.0.0 (2019-07-31)

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Changed

ChannelBundle

Method getSettings has been removed from Oro\Bundle\ChannelBundle\Provider\SettingsProvider. Use getChannelTypes and getEntities methods instead.
Method Oro\Bundle\ChannelBundle\Provider\SettingsProvider::getDependentEntityData has been renamed to getDependentEntities.
Method Oro\Bundle\ChannelBundle\Provider\SettingsProvider::isChannelSystem has been renamed to isSystemChannel.

ContactUsBundle

In Oro\Bundle\ContactUsBundle\Controller\ContactReasonController::deleteAction (oro_contactus_reason_delete route) action the request method was changed to DELETE.
In Oro\Bundle\ContactUsBundle\Controller\ContactRequestController::deleteAction (oro_contactus_request_create route) action the request method was changed to DELETE.

MagentoBundle

In Oro\Bundle\MagentoBundle\Controller\CustomerController::registerAction (oro_magento_customer_register route) action the request method was changed to POST.
In Oro\Bundle\MagentoBundle\Controller\IntegrationConfigController::checkAction (oro_magento_integration_check route) action the request method was changed to POST.
In Oro\Bundle\MagentoBundle\Controller\NewsletterSubscriberController::subscribeAction (oro_magento_newsletter_subscriber_subscribe route) action the request method was changed to POST.
In Oro\Bundle\MagentoBundle\Controller\NewsletterSubscriberController::unsubscribeAction (oro_magento_newsletter_subscriber_unsubscribe route) action the request method was changed to POST.
In Oro\Bundle\MagentoBundle\Controller\NewsletterSubscriberController::subscribeByCustomerAction (oro_magento_newsletter_subscriber_subscribe_customer route) action the request method was changed to POST.
In Oro\Bundle\MagentoBundle\Controller\NewsletterSubscriberController::unsubscribeByCustomerAction (oro_magento_newsletter_subscriber_unsubscribe_customer route) action the request method was changed to POST.
In Oro\Bundle\MagentoBundle\Controller\OrderPlaceController::syncAction (oro_magento_orderplace_new_cart_order_sync route) action the request method was changed to POST.
In Oro\Bundle\MagentoBundle\Controller\OrderPlaceController::customerSyncAction (oro_magento_orderplace_new_customer_order_sync route) action the request method was changed to POST.

Removed

Service oro_channel.provider.exclusion_provider and related logic were removed. There is no exclusion for "channel type" entities on UI.

3.1.4

Removed

CRMBundle

Service oro_crm.namespace_migration_provider and the logic that used it were removed.

3.1.0 (2019-01-30)

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Package oro/crm-mail-chimp removed from composer.json, run composer require 'oro/mailchimp:3.1.*' before upgrade to keep functionality working
Package oro/crm-abandoned-cart removed from composer.json, run composer require 'oro/magento-abandoned-cart:3.1.*' before upgrade to keep functionality working

Changed

ContactBundle

Changes in /api/contactaddresses REST API resource:
- the attribute created was renamed to createdAt
- the attribute updated was renamed to updatedAt

MagentoBundle

Changes in /api/magentoaddresses REST API resource:
- the attribute created was renamed to createdAt
- the attribute updated was renamed to updatedAt
Changes in /api/magentocartaddresses REST API resource:
- the attribute created was renamed to createdAt
- the attribute updated was renamed to updatedAt

SalesBundle

Changes in /api/leadaddresses REST API resource:
- the attribute created was renamed to createdAt
- the attribute updated was renamed to updatedAt

3.0.0 (2018-07-27)

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2.6.0 (2018-01-31)

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Added

MagentoBundle

Traits CreatedAtTrait and UpdatedAtTrait were added. Use them instead of adding new updatedAt and createdAt fields to the entity.
Interface CreatedAtAwareInterface and UpdatedAtAwareInterface were added. Use them with the CreatedAtTrait and UpdatedAtTrait traits.
The new relation orderNotes was added to the Order entity. It contains a collection of notes attached to the current Order.
The new entity OrderNote was added. It contains a single record of an Order Note.
Class IsDisplayOrderNotesSubscriber was added. It blocks the isDisplayOrderNotes field when the current channel does not support the order notes functionality.
Class IsDisplayOrderNotesFormType and its service oro_magento_is_display_order_notes_type were added to define all options required by the isDisplayOrderNotes field in one place.
Class OrderNotesDataConverter and its service oro_magento.importexport.data_converter.order_notes were added to specify the converting logic for order notes from raw data to the data that is ready for deserialization.
Interface MagentoTransportInterface was changed:
- Added method isSupportedOrderNoteExtensionVersion. It uses to check that retrieved extension version from magento is supported order note functionality.
- Added method getOrderNoteRequiredExtensionVersion. It is used to retrieve the required extension version from Magento that supports the order note functionality.
Classes RestTransport and SoapTransport were changed. They introduced implementation of the new methods that were added to MagentoTransportInterface.
Four datagrids were added to show order notes for customer, account, order. Documentation
Class OrderNotesExtension and its service oro_magento.twig.order_notes_extension. Use them to check if the notes tab or grid are allowed to be shown.
Class Context was added. Use it to deliver data from ChainProcessor to its sub-processors.
Class ChainProcessor and its service oro_magento.importexport.processor.order_notes.chain_processor were added. Use them to prepare Order Note collection for import.
Interface ProcessorInterface was added. It is a contract for the sub-processors of ChainProcessor.
Class ValidationNoteProcessor and its service oro_magento.importexport.processor.order_notes.validation_note_processor were added. It's a sub-processor of ChainProcessor that was added to filter invalid Order Notes.
Class NoteFieldsProcessor and its service oro_magento.importexport.processor.order_notes.note_fields_processor were added. It's a sub-processor of ChainProcessor that was added to map selected fields from the Order to the Order Note entity and apply specific transformation functions to data that is kept in the Order Note fields.

ContactUsBundle

Field emailAddress now have "contact_information"="email" entity property

Changed

SalesBundle

If you use REST API to manage the Opportunity entity, keep in mind that the probability field is limited by the range of values from 0 to 1. Validation was added. In PATCH and POST requests it is not transformed as before (it was divided by 100). So, if you add an opportunity via API with the 0.5 probability, you will receive the same value in GET request.

MagentoBundle

Entity MagentoTransport was changed:
- The new isDisplayOrderNotes field was added. It tells whether order notes are to be displayed on the Magento Customer and Account view pages.
- Method isSupportedOrderNoteExtensionVersion. Use it to find out if channel configuration supports the synchronization of Order Notes.

Removed

ContactBundle

The parameter oro_contact.subscriber.contact_listener.class was removed form the service container

MagentoBundle

The parameter oro_magento.event_listener.customer_currency.class was removed form the service container
The parameter oro_magento.event_listener.order.class was removed form the service container
The parameter oro_magento.integration_entity.remove_listener.class was removed form the service container

2.5.0 (2017-11-30)

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Added

ACL

In case when CRM is installed together with Customer Portal, the Account Manager role has full permissions for Account and Contact entities. The permissions for the Account Manager is not changed if CRM is added to already installed Customer Portal.

MagentoBundle

Two new datagrids were added to show purchased products from magento orders for customer and account. Documentation
The new sharedGuestEmailList field was added to the MagentoTransport entity. During guest order synchronization, separate MagentoCustomer entities will be created for orders that have emails on the sharedGuestEmailList (email, firstName and lastName fields are used for identification).
Class EmailListToStringTransformer was added. Use it to transform text with different delimiters between entries into the list of emails.
Class EmailAddressListValidator was added. Use it to validate array of emails.
Class AbstractArrayToStringTransformer was added. Use it to create your own transformers based on array to string transformation like EmailListToStringTransformer.
Class GuestCustomerStrategyHelper and its service oro_magento.importexport.guest_customer_strategy_helper were added. Use it to check if guest customer emails are on the sharedGuestEmailList, and retrieve identification data to search for existing guest customers.
Class SharedEmailListSubscriber is added to the sharedGuestEmailList block field when OroBridge extension is not installed on the Magento side.
Class SharedGuestEmailListType and its service oro_magento_shared_guest_email_list_type were added to define all options required by the sharedGuestEmailList field in one place.

ChannelBundle

Class RefreshChannelCacheListener was added. Use it to refresh cache after channel create or delete.

Changed

MagentoBundle

Methods transformArrayToString and transformStringToArray were moved from ArrayToStringTransformer to AbstractArrayToStringTransformer and changed their visibility to protected
Property $delimiter was moved from ArrayToStringTransformer to AbstractArrayToStringTransformer and changed its visibility to protected

Removed

ChannelBundle

Remove listener from StateProvider on next events:
- oro_channel.channel.save_succeed
- oro_channel.channel.delete_succeed

2.4.0 (2017-09-29)

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Changed

MagentoBundle

The SoapTransport (Magento 1 default transport) and RestTransport (Magento 2) classes changed format of the data returned by getWebsites method. The old response was the following:

[
    'id' => 'id', // Magento original webdsite id
    'code' => 'code',
    'name' => 'name',
    'default_group_id' => 'default group id'
]

The new response is the following:

[
    'website_id' => 'id', // Magento original webdsite id
    'code' => 'code',
    'name' => 'name',
    'default_group_id' => 'default group id'
]

Removed

MagentoBundle

The WebsiteDataConverter^[?]class was removed. The WebsiteDataConverter^[?] class should be used instead. In addition, the @oro_magento.importexport.data_converter.rest.websiteservice was replaced with @oro_magento.importexport.data_converter.website.
Class AddressImportHelper^[?]:
- removed method updateRegionByMagentoRegionIdOrUnsetNonSystemRegionOnly use updateRegionByMagentoRegionId instead

2.3.0 (2017-07-28)

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Added

MagentoBundle

Class Magento2ChannelType^[?] was added to support Magento2 as a new integration
Class IntegrationConfigController.php^[?] was added. It is a universal entry point for both Magento and Magento2 integration check requests
Class MagentoTransport^[?] was added. It's a parent for MagentoSoapTransport and MagentoRestTransport and it has all their similar properties and methods
Class TransportHandler^[?] and its service oro_magento.handler.transport were added. It is a layer between transport and controller.
- Method getMagentoTransport was added. Its main responsibility is to initialize and return MagentoTransport from check request.
- Method getCheckResponse: returns array with data for response.
Class ProviderConnectorChoicesProvider^[?] and its service oro_magento.provider.connector_choices were added. It has method:
- getAllowedConnectorsChoices it returns a list of connectors available for some integration.
Class RestPingProvider^[?] and its service oro_magento.provider.rest_ping_provider were added. Use it to send ping request to Magento and store response data.
Class RestRokenProvider^[?] and its service oro_magento.provider.rest_token_provider were added. Use it to get a token, generate a new token and store it.
Class RestTransportAdapter^[?] was added. It converts MagentoRestTransport entity to interface suitable for REST client factory.
Class RestTransport^[?] and its service oro_magento.transport.rest_transport were added. Implements TransportInterface, MagentoTransportInterface, ServerTimeAwareInterface, PingableInterface, LoggerAwareInterface This class has the same responsibilities as SoapTransport.
The next batch jobs were added to batch_jobs.yml:
- mage_store_rest_import
- mage_website_rest_import
New channel magento2 was added to channels.yml
Interface RestResponseConverterInterface was added. Class ResponseConvertersPass^[?] was added. Collects converters that implement RestResponseConverterInterface
Processes magento_soap_schedule_integration and magento_rest_schedule_integration were added
Class EventDispatchableRestClientFactory was added. It extends the basic factory functionality with an event which can be used to decorate REST client or replace it.
Interface Oro/Bundle/IntegrationBundle/Provider/Rest/Transport/RestTransportSettingsInterface was added. The purpose of RestTransportSettingsInterface interface is to provide settings required for REST client initialization and are used in factories.
Event Oro\Bundle\IntegrationBundle\Event\ClientCreatedAfterEvent was added. It is an event which is called when a new client is created. Use it if you want to decorate or replace a client in case of irregular behavior.
Class Oro\Bundle\IntegrationBundle\EventListener\AbstractClientDecoratorListener was added. It is used by Oro\Bundle\IntegrationBundle\EventListener\LoggerClientDecoratorListener and Oro\Bundle\IntegrationBundle\EventListener\MultiAttemptsClientDecoratorListener. These listeners decorate the client entity after it was created.
Trait Oro\Bundle\IntegrationBundle\Utils\MultiAttemptsConfigTrait was added. It is used in Oro/Bundle/MagentoBundle/Provider/Transport/SoapTransport and Oro\Bundle\IntegrationBundle\EventListener\MultiAttemptsClientDecoratorListener to execute the feature several times, if the process fails after the first try.

Changed

MagentoBundle

Support for data synchronization with Magento 2 by REST protocol was added. Store, website and regions dictionaries are available for synchronization. However, synchronization of other entities has not yet been developed and it is, therefore, not available in the current version of the package. This is the reason for Magento 2 integration being absent from the "Channel type" field when creating a new channel. For more details on how to enable such integration, see Magento 2 Documentation.
Class `Oro\Bundle\MagentoBundle\Entity\MagentoSoapTransport' was changed. Now it consists of fields and methods that are specific for SoapTransport.
Class CustomerIconProvider^[?]. Its service was renamed to oro_magento.provider.customer.magento_customer_icon
Class IntegrationAwareSearchHandler^[?]
- method setSecurityFacade was replaced with setAuthorizationChecker
Class NewsletterSubscriberPermissionProvider^[?]
- method setSecurityFacade was replaced with setAuthorizationChecker

Removed

MagentoBundle

Class ChannelType^[?] was removed. Logic was moved to MagentoChannelType^[?] and its service was renamed to oro_magento.provider.magento_channel_type
Class StoresSoapIterator^[?] was removed. Logic was moved to StoresSoapIterator^[?]:
- constant ALL_WEBSITES moved to Website^[?]
- constant ADMIN_WEBSITE_ID moved to Website^[?]
- constant ADMIN_STORE_ID moved to Store^[?]
Class MagentoSoapTransportRepository^[?] was removed. Logic was moved to MagentoTransportRepository^[?]
Class SoapConnectorsFormSubscriber^[?] was removed. Logic was moved to ConnectorsFormSubscriber^[?]
- added protected method getFormChannelType
Class SoapSettingsFormSubscriber^[?] was removed. Logic was moved to SettingsFormSubscriber^[?] and its service were renamed to oro_magento.form.subscriber.transport_setting
- protected method getModifierWebsitesList was renamed to modifyWebsitesList and now it returns void.
Class SoapTransportCheckButtonType^[?] was removed. Logic was moved to TransportCheckButtonType^[?]
Method getSores in CartExpirationProcessor^[?] was removed. Logic was moved to getStores method
Class AbstractMagentoConnector^[?] was removed. Logic was moved to AbstractMagentoConnector^[?]
Class CartConnector^[?] was removed. Logic was moved to `Oro\Bundle\MagentoBundle\Connector\CartConnector
Class OrderConnector^[?] was removed. Logic was moved to OrderConnector^[?]
Class RegionConnector^[?] was removed. Logic was moved to RegionConnector^[?]
Class CustomerConnector^[?] was removed. Logic was moved to CustomerConnector^[?]
Class NewsletterSubscriberConnector^[?] was removed. Logic was moved to NewsletterSubscriberConnector^[?]
Class MagentoConnectorInterface^[?] was removed. Logic was moved to MagentoConnectorInterface^[?]
Class AbstractLoadeableSoapIterator^[?] was removed. Logic was moved to AbstractLoadeableIterator^[?]
Class AbstractPageableSoapIterator^[?] was removed. Logic was moved to AbstractPageableIterator^[?]
Class AbstractBridgeIterator^[?] was removed. Logic was moved to AbstractBridgeIterator^[?]
Class CartsBridgeIterator^[?] was removed. Logic was moved to CartsBridgeIterator^[?]
Class CustomerBridgeIterator^[?] was removed. Logic was moved to CustomerBridgeIterator^[?]
Class CustomerSoapIterator^[?] was removed. Logic was moved to CustomerSoapIterator^[?]
Class CustomerGroupBridgeIterator^[?] was removed. Logic was moved to CustomerGroupBridgeIterator^[?]
Class NewsletterSubscriberBridgeIterator^[?] was removed. Logic was moved to NewsletterSubscriberBridgeIterator^[?] and now implements NewsletterSubscriberBridgeIteratorInterface
Class OrderBridgeIterator^[?] was removed. Logic was moved to OrderBridgeIterator^[?]
Class OrderSoapIterator^[?] was removed. Logic was moved to OrderSoapIterator^[?]
Class RegionSoapIterator^[?] was removed. Logic was moved to RegionSoapIterator^[?]
- protected method findEntitiesToProcess() was moved to parent class
- protected method getEntityIds() was moved to parent class
- protected method getEntity($id) was moved to parent class
- protected method getIdFieldName() was moved to parent class
- protected method current() was moved to parent class
Class WebsiteSoapIterator^[?] was removed. Logic was moved to WebsiteSoapIterator^[?]
Interface MagentoTransportInterface^[?]
- removed the call method because it conflicts with REST conception. From now on, MagentoTransportInterface will not allow to specify http methods and resource through parameters.
Route oro_magento_soap_check was renamed to oro_magento_integration_check
Translation with key not_valid_parameters was removed
Process magento_schedule_integration was removed.

2.2.0 (2017-05-31)

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Changed

SalesBundle

Implementation of REST API for customer association was changed.
- the logic related to the customer association is implemented in CustomerAssociationListener^[?]

Removed

SalesBundle

removed the following services:
- oro_sales.api.get_config.customer_association
- oro_sales.api.customize_loaded_data.customer_association
- oro_sales.api.get_metadata.customer_association
- oro_sales.api.get_metadata.get_config
- oro_sales.api.load_data.customer_association
- oro_sales.api.opportunity.initialize_customer_type_guesser.customer_association
- oro_sales.api.opportunity.initialize_customer_account_type_guesser
- oro_sales.form.guesser.customer_guesser
- oro_sales.form.guesser.customer_account_guesser
- oro_sales.form.type.customer_api (API form type alias oro_sales_customer_api)
- oro_sales.form.type.customer_account_api (API form type alias oro_sales_customer_account_api)

2.1.0 (2017-03-30)

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Changed

AnalyticsBundle

Class RFMBuilder^[?]
- changed the return type of getEntityIdsByChannel method from \ArrayIterator|BufferedQueryResultIterator to \Iterator

CRMBundle

Updated service definition for oro_crm.extension.transtation_packages_provider:
- changed class to TranslationPackagesProviderExtension^[?]
- changed publicity to `false

ChannelBundle

Class RecalculateLifetimeCommand^[?]
- changed the return type of getCustomersIterator method from BufferedQueryResultIterator to BufferedQueryResultIteratorInterface
Class AccountLifetimeSubscriber^[?]
- changed the return type of getCustomersIterator method from BufferedQueryResultIterator to BufferedQueryResultIteratorInterface
The following services were marked as private:
- oro_channel.twig.metadata_extension
- oro_channel.twig.lifetime_value_extension

ContactBundle

The service oro_contact.twig.extension.social_url was renamed to oro_contact.twig.extension and marked as private

SalesBundle

Class AccountExtension^[?]:
- added UnsupportedGridPrefixesTrait
opportunityandlead` apis changed:
- customerAssociation relation replaced by customer and account relations

Deprecated

SalesBundle

Class OpportunityRepository^[?]:
- Method getNewOpportunitiesAmount was marked as deprecated. Method getOpportunitiesByPeriodQB should be used instead
- Method getWonOpportunitiesToDateCount was marked as deprecated. Method getWonOpportunitiesCountByPeriodQB should be used instead

Removed

ChannelBundle

Removed the following parameters from DIC:
- oro_channel.twig.metadata_extension.class
- oro_channel.twig.lifetime_value_extension.class

ContactBundle

Removed the following parameters from DIC:
- oro_contact.twig.extension.social_url.class
Class SocialUrlExtension^[?] was renamed to ContactExtension^[?]

2.0.0 (2017-01-16)

Changed minimum required php version to 5.6
Added support of PHP 7.1

1.10.0

The application has been upgraded to Symfony 2.8 (Symfony 2.8.10 is not supported because of Symfony issue)
Added support of php 7
Changed minimum required php version to 5.5.9

1.9.0 (2016-02-15)

Filter records by teams
Pipeline forecast widget and report
Contexts for all activities
Account activities
Unread email widget for the sidebar panel
Activities are available in the Merge Accounts dialog, allowing you to specify merge strategy for every type of activity
Filter emails by correspondent on the My Emails page
Segment Magento customers by coupons and discounts applied to their orders

1.8.0 (2015-08-26)

Improved Email capabilities and features
Email automation
Contact history and last contact date is tracked for all records, allowing to segment them based on number of contacts, or date or direction of last contact
Tags may be used as filtering conditions in segments and grids
UX for Ecommerce Statistics widget has been improved

1.7.0 (2015-04-28)

Tracking of email conversations and threads
Email signatures
Email attachments
Email contexts
Immediate availability of Magento data after initial synchronization
Automatic accounts discovery on Magento customers sync
Create and Edit Magento customers from OroCRM
Import of Magento newsletter subscribers
Connection between web events and CRM data
Connect guest/anonymous web events to customer after authentication
Abandoned shopping cart campaigns
New widgets for eCommerce dashboard
Dropped support of Magento 1.6 due to API limitations.

1.6.0 (2015-01-19)

Availability of email campaign results for filtering in reports & segments. Now email campaign results, such as opens, clicks, bounces, etc., are available for filter queries in reporting and customer segmentation. This also includes campaign statistics received via MailChimp integration

1.5.0 (2014-12-18)

RFM analytic for Magento channels

RFM is a popular set of metrics used to analyze customer value and to determine the best customers, especially for retail and e-commerce. The 1.5.0 release of OroCRM adds the ability to configure RFM metrics for Magento channels.

The RFM score consists of three metrics:

Recency, that evaluates the number of days that passed since the last purchase. The more recent is the purchase, the better.
Frequency, that evaluates the number of orders placed by the customer in the last 365 days. The more frequently the customer buys, the better.
Monetary value, that evaluates the total amount of orders placed by the customer in the last 365 days. The more money customer spends, the better. To construct these metrics, the entire range of values is divided into a small number of categories, or "buckets." The number of buckets usually lies in range of 3 to 10, and scores for R, F, and M range accordingly—from 1 (the best score) to the maximum number of buckets (the worst score). You can change the number of buckets and move their boundaries in order to adjust the scores to characteristic values of your business. After the metric is applied, every customer gets a three-number set of RFM scores. R1 F1 M1 identifies the best customers, and the higher the scores are, the worse these customers perform in a particular field. RFM scores are displayed on the Magento customer view page and on the customer section of the Account view. You may also re-use these scores in reporting and segmentation.

1.4.0 (2014-10-15)

The re-introduction of Channels

We started the implementation of a new vision for the Channels in 1.3 version and now we bring Channels back, although under a new definition. The general idea behind channels may be explained as follows: a channel in OroCRM represents an outside source customer and sales data, where "customer" and "sales" must be understood in the broadest sense possible. Depending on the nature of the outside source, the channel may or may not require a data integration. This new definition leads to multiple noticeable changes across the system.

Accounts

Account entity now performs as the "umbrella" entity for all customer identities across multiple channels, displaying all their data in a single view.

Integration management

Albeit the Integrations grid still displays all integrations that exist in the system, you now may create only "non-customer" standalone integrations, such as Zendesk integration. The "customer" integrations, such as Magento integration, may be created only in scope of a channel and cannot exist without it.

Channel management UI

The UI for channel creation now allows the user to specify channel type. By default there are three channel types: Magento, B2B, and Custom; more channel types may be created by developers.

Each channel type characterizes the following:

Whether a channel requires an integration. If the answer is yes (cf. Magento), the integration should be configured along the creation of the channel.
Which entity will serve as the Customer Identity. This entity cannot be changed by the user.
Which entities will be enabled in the system along with the channel. A specific set of entities comes by default (e.g. Sales Process, Lead, and Opportunity for B2B channel), but the user may remove or add entities if necessary.

B2B functionality

In order to comply with the new concept of Customer Identity, the new entity named B2B Customer was added to the system. It replaces Account in most cases of our default Sales Process workflows.

Lifetime sales value

This feature provides the means to record historical sales for every channel type. The exact definition of what constitutes sales is subject to channel type: for Magento channels lifetime sales are counted as order subtotal (excluding cancelled orders), and for B2B channels it is counted as total value of won opportunities. The common metric allows you to quickly compare sales across channels in the account view, where both per-channel and account total values are displayed.

Marketing lists

Marketing lists serve as the basis for marketing activities, such as email campaigns (see below). They represent a target auditory of the activity—that is, people, who will be contacted when the activity takes place. Marketing lists have little value by themselves; they exist in scope of some marketing campaign and its activities.

Essentially, marketing list is a segment of entities that contain some contact information, such as email or phone number or physical address. Lists are build based on some rules using Oro filtering tool. Similarly to segments, marketing lists can be static or dynamic; the rules are the same. The user can build marketing lists of contacts, Magento customers, leads, etc.

In addition to filtering rules, the user can manually tweak contents of the marketing list by removing items ("subscribers") from it. Removed subscribers will no longer appear in the list even if they fit the conditions. It is possible to move them back in the list, too.

Every subscriber can also unsubscribe from the list. In this case, he will remain in the list, but will no longer receive email campaigns that are sent to this list. Note that subscription status is managed on per-list basis; the same contact might be subscribed to one list and unsubscribed from another.

Email campaigns

Email campaign is a first example of marketing activity implemented in OroCRM. The big picture is following: Every marketing campaign might contain multiple marketing activities, e.g. an email newsletter, a context ad campaign, a targeted phone advertisement. All these activities serve the common goal of the "big" marketing campaign.

In its current implementation, email campaign is a one-time dispatch of an email to a list of subscribers. Hence, the campaign consists of three basic parts:

Recipients—represented by a Marketing list. Email itself—the user may choose a template, or create a campaign email from scratch. Sending rules—for now, only one-time dispatch is available. Email campaign might be tied to a marketing campaign, but it might exist on its own as well.

Ecommerce dashboard

In addition to default dashboard we have added a special Ecommerce-targeted board with three widgets:

Average order amount
New web customers
Average customer lifetime sales

Every widget displays historical trend for the particular value over the past 12 months. You can also add them to any other dashboard using the Add Widget button.

The re-introduction of Channels

Accounts

Account entity now performs as the "umbrella" entity for all customer identities across multiple channels, displaying all their data in a single view.

Integration management

Channel management UI

The UI for channel creation now allows the user to specify channel type. By default there are three channel types: Magento, B2B, and Custom; more channel types may be created by developers.

Each channel type characterizes the following:

Whether a channel requires an integration. If the answer is yes (cf. Magento), the integration should be configured along the creation of the channel.
Which entity will serve as the Customer Identity. This entity cannot be changed by the user.
Which entities will be enabled in the system along with the channel.
A specific set of entities comes by default (e.g. Sales Process, Lead, and Opportunity for B2B channel), but the user may remove or add entities if necessary.

B2B functionality

B2B functionality, such as Leads or Opportunities will no longer be available by default—in order to work with them the user should create at least one B2B channel first. As a result it is now possible to configure your instance of OroCRM to be fully B2C-oriented and work only with entities that make sense in eCommerce context—with no mandatory Leads and Opportunities at all. In order to comply with the new concept of Customer Identity, the new entity named B2B Customer was added to the system. It replaces Account in most cases of our default Sales Process workflows.

Lifetime sales value

Marketing lists

Email campaigns

In its current implementation, email campaign is a one-time dispatch of an email to a list of subscribers. Hence, the campaign consists of three basic parts: Recipients—represented by a Marketing list. Email itself—the user may choose a template, or create a campaign email from scratch. Sending rules—for now, only one-time dispatch is available. Email campaign might be tied to a marketing campaign, but it might exist on its own as well.

Ecommerce dashboard

In addition to default dashboard we have added a special Ecommerce-targeted board with three widgets:

Average order amount
New web customers
Average customer lifetime sales

Every widget displays historical trend for the particular value over the past 12 months. You can also add them to any other dashboard using the Add Widget button.

1.3.1 (2014-08-14)

Magento Synchronization stabilization improvements
Fixed issue: Incorrect row count on grids.
Fixed issue: Reports and Segments crash when "Is empty" filter is added.
Fixed issue: Recent Emails dashboard widget is broken.
Fixed issue: Accounts cannot be linked to Contacts from Edit Contact page.

1.3.0 (2014-07-23)

Website event tracking
Marketing campaigns
Campaign code tracking
Cases
Processes within Magento integration
Activities (Notes, Emails, Attachments)
Data import in CSV format
Zendesk integration
Other changes and improvements

1.2.0 (2014-05-28)

Two-side customer data synchronization with Magento
Improvements to Customer view
Improvements to Magento data view
Fixed issue Broken widgets in merged Account view
Fixed Community requests
Improvements to Customer view
Improvements to display of Magento data
Fixed issue Broken widgets in merged Account view

1.0.0 (2014-04-01)

Tasks
Improved UI for launch of the Sales Process workflow
Refactored Flexible Workflows
Embedded forms
Account merging
Improved Reports
Improved Workflow
Improved Dashboard
Magento import performance improvements
Other improvements in channnels, contacts
Magento data import: Customers, Shopping carts and Orders
B2C Sales Flow
Call view window
Basic dashboards
Reports creation wizard (Table reports)
B2B Sales Flow adjustments
Call entity
Add weather layer in the map on contact view page
Workflow transitions
Make all entities as Extended
End support for Internet Explorer 9
OroPlatform Beta 3 dependency changes
OroPlatform Beta 2 dependency changes
CRM Entities reports
Contacts Import/Export
Account association with contacts
Custom entities and fields in usage
Leads and Opportunities
Flexible Workflow Engine (FWE)
Contacts Improvements
- added ability to manage addresses from contact view page with Google Maps API support
- added support of multiple Emails and Phones for Contact
Address Types Management. Added ability to set different type for addresses in Contact address book
Placeholders
Developer toolbar works with AJAX navigation requests
Configuring hidden columns in a Grid
Auto-complete form type
Added Address Book
Many-to-many relation between Contacts and Accounts
Added ability to sort Contacts and Accounts by Phone and Email in a Grid
Localized countries and regions
Enhanced data change log with ability to save changes for collections
Removed dependency on lib ICU

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Changes in the CRM package versions

6.1.0 (2025-03-31)

6.0.0 (2024-03-30)

Added

ContactUsBundle

5.1.0 (2023-03-31)

5.0.0 (2022-01-26)

Removed

ContactBundle

CustomerBundle

4.2.0 (2020-01-29)

4.1.0 (2020-01-31)

Removed

ActivityContactBundle

All Bundles

MagentoBundle

SalesBundle

4.0.0 (2019-07-31)

Changed

ChannelBundle

ContactUsBundle

MagentoBundle

Removed

3.1.4

Removed

CRMBundle

3.1.0 (2019-01-30)

Changed

ContactBundle

MagentoBundle

SalesBundle

3.0.0 (2018-07-27)

2.6.0 (2018-01-31)

Added

MagentoBundle

ContactUsBundle

Changed

SalesBundle

MagentoBundle

Removed

ContactBundle

MagentoBundle

2.5.0 (2017-11-30)

Added

ACL

MagentoBundle

ChannelBundle

Changed

MagentoBundle

Removed

ChannelBundle

2.4.0 (2017-09-29)

Changed

MagentoBundle

Removed

MagentoBundle

2.3.0 (2017-07-28)

Added

MagentoBundle

Changed

MagentoBundle

Removed

MagentoBundle

2.2.0 (2017-05-31)

Changed

SalesBundle

Removed

SalesBundle

2.1.0 (2017-03-30)

Changed

AnalyticsBundle

CRMBundle

ChannelBundle