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New tool – Shopping cart rules

Update 12.5.0 for the Commercial Catalog module has “Rules for working with shopping cart”.
 
Shopping cart rules replace the “Discounts” feature and provide significantly enhanced functionality. 

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Let’s look at an example of this new behavior.

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Security scanner

It’s well known that the security of any web project is equal to the weakest link in the security structure. A frequently-arising scenario is that a web application itself is quite secure, but the environment in which it runs is almost completely unprotected.
 
In Version 12.5.0 of the Proactive Protection module, there is a new function for monitoring vulnerabilities in the site itself and in the environment in which it is located – the Security Scanner.

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Quantitative inventory and item reservation in e-Store 12.5.0

Up to version 12.5, the option “Reduce quantity upon order” would deduct inventory immediately upon the placing of an order. Regardless of further payment or lack thereof, the item was considered sold (unless the order was cancelled). For that reason, many users did not use the “Reduce quantity upon order” option, as it made it impossible to determine the exact quantity of inventory still in storage.

In version 12.5, we have resolved this problem by adding the concept of ‘reservation’. Now the number of reserved items is determined, as well as setting the precise moment (triggering action) that an item is reserved.

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Warehouse management in version 12.5 of the Commercial Catalog

Version 12.5 introduces warehouse management in the product, which allows tracking of multiple warehouses, inventory tracking, and use bar codes for increased speed and accuracy in stock management.

The Commercial Catalog module has options to manage warehouses in its settings. 

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New backup capabilities

Bitrix Site Manager and self-hosted editions of Bitrix24 now have new features for making backups. Now you can:
  • Save backups in a cloud provided, for free, by Bitrix (Kernel module 12.0.2)
  • Encrypt the backup (Kernel module 12.0.0)
  • Automatically create backups on a schedule (Kernel module 12.0.8 )

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Configuring name and date/time formats

We have often been asked how to configure the product to support 12-hour time formats or how to change the display of names and dates. We now have a wide range of options available and today I’ll tell you what formats are supported and where they can be set.

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File sharing from Bitrix

Version 12.0.2 of the Document Library module has a new function which allows the creation of an “external” link to a particular file, so that it can be shared with external users. This means that intranet users can use their personal library, group libraries (including in the extranet) and the Shared Documents library as a file exchange tool, providing access to chosen files to anyone who is not user of the intranet itself.

There are security measures, of course – access can require a password and can be limited to a set time frame. Using this function, you can avoid using external resources for storing data and lighten the load on your corporate mail server.

Details:
  • Any user with read access to the file can create a ‘public access’ link to it.
  • All document library types (personal, groups including extranet groups, and global) have this capability.
  • Access to a file can be limited by time and protected by a password.
  • A single file can have several different access links created to it which work under different passwords or time limits. These links can be created by a single intranet user or by multiple intranet users with access to the document.
  • Links can be closed at any time from the document library.
 
4 steps to open an external file:

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Updates in e-Commerce in Bitrix Site Manager Version 12.0

The new version has a more sophisticated e-commerce platform. The administrative parts (front and back end) have a new, attractive design live the rest of the products 12.0 update. The product catalog is now inside the e-Store section for easier work with products, product categories, and properties. You will also notice an improved discount builder, item reserve system and a lot more.

In Version 12 we have:
  • New concept for the product catalog
  • Reservation of items
  • Analysis of user shopping carts in back end
  • Orders from the back end (telephone orders)
  • Product category properties
  • Smart filter
  • New order form
  • Customer profiles
  • Better discount system
  • New gadgets
  • e-Store activity report
Let’s look at this in greater detail… 

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Integration with Social Networks

In one of my previous posts, I made a brief introduction of the Social Website Integration module that provides the option for authentication through accounts in popular websites and online services like Facebook. We have since then expanded the range of features the module provides, and included it in Bitrix Intranet.

Version 12 includes the following extra functions:

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New Smart Filters to Boost Your Online Sales

In Version 12.0 of Bitrix Site Manager there is a Smart Filter – a filtering feature in the front end which allows the parameters of individual product categories to be used for filtering. This allows you to create a single catalog that has several different product categories, each of which having a unique set of properties. These categories will not ‘interfere’ with each other, since they have different properties. Properties are bound to categories and each subcategory inherits the properties of the category (or categories) that it belongs to.

The Smart Filter enables site visitors to search for precisely what they need in any product category very efficiently. The customer can vary the range for price and size, and a list of products which satisfy the given criteria will be presented.

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New e-Store solution in Bitrix Site Manager Version 12.0

Version12 has a new ready-made e-Store solution that includes visually attractive templates and new functionality to make your online sales and overall business more efficient.

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The new e-Store solution contains:

  • Design:
    3 templates for the store with horizontal, vertical, and vertically pop-out menus
    6 color schemes
    3 types of product lists: Title, List, Price list
    2 types of product detail pages: List, Tabs
    2 specialized SKU templates: Drop-down lists, Table view
  • Smart filter
  • Product notification subscription
  • Product comparison feature
  • A ‘you have viewed’ service
  • Recommended Products

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Updates to the CRM in Version 12

One of the most popular and useful modules in the Bitrix Intranet is the CRM, which lets organizations manage interactions with companies, contacts, and leads. Now the CRM is not only a tool for entering information about contacts and deals, but also for organizing the work of sales associates and their communications with customers, clients, partners and others. The updated CRM has what sales agents need to plan their work and get it done efficiently.

In Version 12 we have:
- A significantly enhanced interface
- A new CRM object type – ‘Activity’
- Improved integration and handling of email (Send&Save)

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New stuff in Activity Stream: Polls, Appreciations and Smart Follow Mode

Now the Activity Stream is the main tool for information exchange in the intranet, and in Version 12 of the product, we have made a number of changes that make it even more useful for daily communications.

Changes in the Activity Stream, as of Version 12:

- polls
- appreciation (acknowledgement badges)
- smart follow mode  

Let’s look at these in detail:  

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Desktop-app

Version 12 has a desktop app for the intranet that works on both Windows (download) and Mac (download).

This app lets you replace whatever traditional internal messenger you are using now completely.

Without opening a browser, the desktop app lets employees stay in touch. Personal messages, notifications from the Activity Stream, likes and comments, and incoming task notifications are also visible through the app. 

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Mobile application for Bitrix Intranet and Bitrix24

This post is the first in a series about Version 12 of the Bitrix Intranet and the soon-to-be-released Bitrix Site Manager V12.

We will start with the mobile application for the intranet.

Mobile apps for both iOS and Android are available to support work with all editions of Bitrix Intranet and with Bitrix24.

The app is free in all cases.

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The how and why of customization

It’s likely, if you have applied for technical support or wrote on the forum with a question like: how do you get it to do this? can I make a... ? - you were told that what you want is not among the standard product features or functionality, but that the problem can be easily solved through customization of a component, template, and so on.

In this post I want to explain what customization in the Bitrix platform is and how to do it correctly – without harming the product and thus website or portal.

First, customization is NOT something that you do with the existing components or scripts. That is, if you are told that you need to customize a component, for example, news.detail, it does not mean that the corrections should be made in the file /bitrix/components/bitrix/news.detail/component.php. What it means, is that you should copy this component and make changes to the copy.

In addition to copying templates and components, there are other ways to alter the product’s standard logic. This is also discussed below.

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The update about updates

In this post I want to tell you about the functionality in the recent updates that I haven’t covered yet.

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E-Store + CRM: processing orders from the e-Store in the CRM

As of version 11.5.0, owners of websites run on Bitrix Site Manager (Small Business, Enterprise, and Ultimate Editions), can integrate their e-commerce solution with the CRM in Bitrix Intranet (BizPace, BizPace Enterprise, and all plans of Bitrix24).

All you need to do is create a connection between the e-commerce module and the CRM and your sales managers will be able to work with orders directly in the CRM. Incoming orders are received according to initialization settings, and can be distributed among sales managers to be pushed to a successful result. Going the other way works, too; orders taken by telephone can be created in the CRM and correspondingly in the e-store (more on that in a later post). All interactions connected to the order: calls, tasks, meetings, and messages exchanged can be recorded in the CRM.

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User Interface in Bitrix Intranet 11.5

As of Version 11.5, Bitrix Intranet  11.5 comes with two very different interface options – Classic Intranet and Social Intranet.

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CRM: Lead creation from web forms

In my last posts I talked about web forms and the CRM. Today I’ll talk about integration of these two modules.

Starting with version 11.5.0, the Web Form module integrates with the CRM. Now any web form in Bitrix can connect to the CRM in Bitrix Intranet (or Bitrix24) and send a form result (the information from filling out the form once) to the CRM as a lead which can be processed according to standard procedures.

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How to use grids

Grids are a set of core components for creating a unified interface.

Grids
  • Developer tools (not user components).
  • Can work with abstract data (not bound except to infoblocks) .
General usage  
  • You create a component which selects, sorts or filters data;
  • Data selected in the component template is given to be displayed in the component grid or the component form.
  • If necessary, the instrument panel can be displayed in the component toolbar.

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Files:
components.zip (6.06 Kb)

Instant Messaging

Version 11.5 of Bitrix Intranet and Bitrix Site Manager editions that include the Social Network module contain a separate module containing our newly-revamped Instant Messenger. Current users can obtain the new updates via the SiteUpdate system.

The instant messenger provides and effective and secure way for employees (in Intranet) and social network users (in Site Manager) to communicate. The improved system allows users to replace the use of the XMPP server and separate Jabber clients, using only the regular browser, if desired. All messages are saved in an easily-access archive with built-in search.

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Backup and Cloud Storages

In a previous post, I talked about the introduction of cloud storage in Bitrix Site Manager and Bitrix Intranet. Update 11.5.2 of the Kernel module supports not only backup in the cloud for both products, but also includes data located in the cloud in this backup.

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(Blogs+Microblogs)*Social Network =>Conversations

With the advent of version 11.0.16 of the Social Network module and version 11.0.8 of the Blog module, blogs and microblogs inside the Social Network have been united into Conversations. That is, there are no longer personal or group blogs or microblogs. Messages that are initiated in the Activity Stream, whether to some or to all other users, are now Conversations.

Blogs continue in the product as a service.

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Hotkeys in Bitrix

After running the update to version 11.5.0 in the Kernel module of Bitrix Intranet and Bitrix Site Manager, a small keyboard icon will appear in the top right hand corner of the front-end editing panel and the control panel (back end).


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CRM: Lead creation from external services

Creating leads in the CRM from external services can be done using a special-purpose page on the intranet. When creating this page, use the bitrix:crm.lead.rest component which is in the CRM/Leads/REST handler. The component has no parameters.

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Corporate security policy and updating the intranet

Large organization often limit access from their local network to the internet, and sometimes access to the local network from the outside is completely blocked. In this case, the question arises: how can one run updates to the intranet without violating security policy?

The main thing is to protect user data. When access to the internet is required to perform updates, a potentially unsafe scenario is presented.

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Web Clusters in Bitrix + Virtual Appliance 3.0 with web cluster support

Back in Version 10.0 of the product, the Web Cluster module was introduced, which allowed a single site to be installed over several servers.  In Version 11.0,  that functionality has been expanded considerably. Today I want to focus on this module and its capabilities, as well as the tasks which can be accomplished by using it.

The Web Cluster module is included in the Premium and Ultimate Editions of Bitrix Site Manager and in the BizPace Enterprise of Bitrix Intranet.

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Bitrix Calendar: Practical aspects

In this post I’ll talk a bit about the new event calendar interface which is now available in the update system.

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Bitrix Calendar: End of the world postponed

Calendar functionality in the Bitrix Intranet is now contained in a separate calendar module, released Feb 14, 2012.  We’ll take a look at the installation process and converting calendar events from the Intranet module, where these functions used to be kept.

The calendar functionality of the Intranet module will no longer be maintained, so we recommend installing and migrating to the new module.

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Bitrix 11.0: Expansion of Business Processes

Major development in the Business Processes module has been undertaken in Version 11.0, especially concerning integration with other modules. The visual template editor has been improved significantly
  • The visual template editor has been improved significantly
  • New actions have been added:  Condition TRUE and Task
  • New business process templates have also been added

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Bitrix 11.0: Event Log

In Version 11 of the product, the number of events which are recorded in the Event Log has been expanded.

The Event Log is for the most part a tool for monitoring events which have occurred in the site or in the intranet.  As a rule, it is for use by top administration or the portal’s main technical administrator.

At present, events connected with users (authorization, registration, password changes, etc. ), with access privileges, files and folders, infoblocks, document libraries, forums, attack attempts and events where the user activity limit setting has been exceeded are recorded.

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Bitrix Intranet 11.0: Have an idea? Share it!

A new service, Idea Management, is included in the most recent version of the product.  Any employee can express a new thought about the operations of the company, and all users can vote on it and comment.

How to work with ideas

The idea section itself is something like a collective blog where each post is a new idea.  Voting and comments on each idea can continue indefinitely, and management can easily see what is popular or what is believed to be an improvement for the company’s operation.

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Bitrix 11.0: Ratings, the Like button, and social search

Version 11.0 continues development of the ratings system, which helps determine what content draws the attention of users, what content is relevant, and which influences the results of the social search.

Social network users, including corporate intranet users, need to know whether the content which they post is being read. Even if a viewer doesn’t want to make a full comment, there is now the option to Like content, thereby drawing attention to the content and its usefulness.  Such feedback encourages continued contributing of content by users.

In Bitrix Intranet 11.0, any user has the opportunity to like blog or forum posts, comments on them, documents, photographs, any comment in the Activity Stream, wiki article, and even comments in tasks. Bitrix Site Manager is similar, except for tasks and documents, which are not present in the product.

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Bitrix Intranet 11.0: Work Time Management and Work Reports

Version 11.0 has updated working time reporting functionality which I introduced to you already. There is nothing fundamentally different now: employees sign into the portal, create a plan for the day and a report of work done at the end of the day before signing out. These daily reports can be reviewed and total hours can be determined by the employee and his or her supervisor.

Now let’s look at what has been added:
  • daily reports can be mandatory with a setting in the template
  • expanded daily report form
  • summary report to supervisor for a chosen time period
  • work report slider
  • flexible hours

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Bitrix 11.0: New mechanism for assigning access rights

The expanded regime for access rights allows permission to be assigned to objects based on 4 categories: user groups, individual users, social groups (workgroups in Bitrix Intranet), and the company structure (intranet only).

Objects to which access may be granted in this way  include: elements and sections of infoblocks, files and folders in the site structure, elements and statuses in the CRM, records and sections in lists, and documents and folders in document libraries.

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Bitrix 11.0: Description of new features which haven’t yet been mentioned

In the coming posts, I’ll be continuing to introduce you to the new features of Version 11.  There will be posts about the new access system, work report, change history, and desktops in the back end. If there is a particular topic that you’d like to see covered, please mention that in the comments below.

This post covers several new features in Version 11.0 which don’t require a full entry unto themselves.

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Bitrix Intranet: How the CRM works – from Leads to Deals. Part 2

In this post we’ll look at the new functionality included in Version 11.0.

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Bitrix Intranet: How the CRM works – from Leads to Deals. Part 1

Version 10.0 of Bitrix Intranet included the product’s CRM module for the first time. However, there has not been a blog post about this feature yet. I will use this opportunity to fill in that gap and in Part 2 I will cover the improvements made in Version 11.0: email integration, business processes, tasks, search and the expanded system for assigning access rights.

What is a CRM?


A CRM (Customer Relationship Management System) is a system designed to increase sales, make marketing more efficient, and improve customer service by optimizing, organizing, and analyzing interaction with clients.

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Bitrix Intranet 11.0: Report Wizard

The Report Wizard is a basic tool by which users can construct reports based on various objects and then launch them at any time.  Reports change in real time as the data from which they are drawn is updated.

The first objects which have been included under the functionality of the Report Wizard are projects and tasks.  A universal report constructor allows evaluation of effectiveness, workload, and time spent on projects and tasks.  In the future, this report constructor will cover other modules such as the CRM, the e-commerce module, infoblocks, and more, thus becoming the fundamental analysis tool for data stored in the intranet.

From the developer’s point of view, this means nothing more than a new feature, the beginnings of an ORM (object-relational mapping) in the Bitrix system.

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Tasks in Bitrix Intranet 11.0: easy to assign, easy to complete

In the Version 11 of Bitrix Intranet, we have continued to develop the Task module released in version 10. Several tools and interface features have improved usability.

The most important of these is that time spent on tasks can be logged by any task participant. All projects can be measured in this way, thanks to integration between tasks and time management.

The Gantt diagrams in Version 11.0 are an excellent instrument for planning tasks and managing projects in the intranet.  The diagram gives a concise view of all tasks and subtasks involved in a project group (workgroup) with convenient viewing and editing of individual tasks.  Editing features include delegation of tasks, logging time spent as previously mentioned, copying tasks, and settings reminders.  Additional tools in tasks include task templates, filtering, quick-launch of tasks, history, and much more.

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BSM v11.0: Support for Schema.org microformats

Version 11.0 has support for Schema.org microformats in the  Online Store site solution.

Schemas are standard semantic data markups which allows Google, Bing and Yahoo! search engines to better categorize data.  Schema.org contains a listing of schemas which are supported by these search engines as of Summer 2011. In essence, these are tags (HTML microdata) which describe the character and properties of data on web pages.

Unlike people, search engines have a limited ability to discern the type of content or data being presented on a web page. The information presented by schema describes data in a way that search engines can quickly grasp. They act as signposts, telling search engines things like “this is a sports events item”.
With such tags in place, a search engine has much more ability to present information relevant to a user’s search requirements.

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BSM v11.0: Autosaving

General

Content editors no longer need to worry about losing data entered into content input forms.  Much like ‘recovering’ an office document after an unexpected shut down or crash, the Bitrix system will now offer to restore data previously entered in a form if it was previously closed without saving.  Autosave ensures that data in content forms is saved as work is in progress.

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BSM v11.0: Short URLs

Version 11 has a mechanism for creating short URLs and re-directing them.  Now you can create a short link to a page using a memorable word or phrase and use it for direct access to a particular page on your site.

Short URL – is a function that allows you to change the appearance of an address of any page in your domain.  So, a link that looks like this: 
http://www.your_site.com/support/training/course/index.php?COURSE_ID=20&CHAPTER_ID=669 can be changed to something much simpler, like http:// www.your_site.com/Amber.

Short URLs don’t change the real address of the given page.  Technically, this is simply a re-direct inside the system. 

This feature is included in the Kernel Module of the product and is available in all editions of Bitrix Site Manager and Bitrix Intranet.

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BSM v11.0: Confidence in quality

For the majority of web developers and clients alike, a key question which rises during the creation and launch of a new site is the quality of the implementation. That is, does the functioning of the site work with or against the CMS on which it is built?

Sometimes suboptimal development methods do not appear immediately, but show up after days, weeks or even months after site launch.  It is at these times, when the site owner believes that all is well and is not expecting any difficulties, that the damage from an improper method used during development can be most damaging. 

The results are indeed pervasive and unfortunate: the developer is unsatisfied with the platform and the client is unsatisfied with the developer. Trust breaks down.  Time and energy are spent on both finding the cause of the problem and rebuilding the relationships.

The Project Quality Control tool in BSM is designed to avoid such situations.

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BSM v11.0: Secure Authorization

Passwords for most sites are sent in open text form, unless the site has SSL engaged. Many sites do not use SSL for administrative reasons, leaving passwords vulnerable.  In Version 11.0, we have solved part of this problem by imbedding an encryption code for Secure Authorization.

This function encrypts passwords entered into the authorization form of websites, preventing password stealing (stops sniffing); however, it is not a replacement of SSL.

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