This update has many issue fixes.
Key feature:
▸ Vtiger Messenger for Internal Collaboration
- Chat with your employees within CRM
- Public/Private/Group chat with one or more employees in your Organization
- User can set the Chat status to Busy/Available
Key areas:
▸ Sales Insights Enhancement
- Role selected in Filter by Group/Roles drop down, shows all data reporting to this Role.
- Sales stage last modified date is available as a date filter to view sales insights reports.
▸ Inbox
- Based on the last view, user is redirected to either Email view or Conversation view in related Emails of a record.
- Any My Mailbox can be permanently deleted if there are no conversations linked to other mailboxes or entity modules. Duplicate mailboxes with the same name is not allowed.
- Private emails in Conversation views of related Emails will follow Role-Based hierarchy and Sharing Rules.
- Option to assign emails to a owner is available as a mass action in shared mailboxes.
▸ Settings
- Admin can enable/disable Print access from Profiles for specific modules.
▸ Reports
- Appointment confirmation Email sent to the meeting organizer is set to user’s preferred date time format defined in user preferences.
- Export Chart Reports now shows percentage values on the exported chart image.
- Chart report has an option to group by Created time (Day).
▸ Record actions
- Option to generate Subscription from Quotes and Sales order detail view actions.
- Option to add or select related record (eg, Organization, Contacts) from Documents related tab.
- Condition on image field (eg, Contact image, Leads image) available from List, Report and Workflow conditions.
▸ Mailchimp with Vtiger extension
- Extension upgraded to support 3.0 version of Mailchimp API.
▸ Case Resolution survey
- Allows you to capture customers’ feedback for any rating (Unsatisfied, Neutral, Satisfied).
▸ Zapier Sync
- Through Zapier sync you can assign records to users and groups.
Service Impact : None. Service will be available during this update, without any disruption.
Time : Servers in different regions will be updated at different times, as noted above.
Posted On: Tuesday, 8 December 2016 04:52 GMT