Features:
- Email Verification
Email verification is a service that helps you to clean up your email list by validating email addresses.
Vtiger lets you verify all the email addresses you add to avoid emails getting spammed.
Note: Please ensure you verify all the email addresses by July 15, 2018.
Updates:
- We do not insert consent preference link when users are included as "CC" or/and "BCC" in an ad-hoc email.
- We restrict admins from accessing confidential emails in the Mailroom to maintain privacy.
- The status field in Lead, Contact and Project Task is changed to metric-picklist type. You can now track the amount of time a record spent in each status stage.
- Tax fields for new roles and profiles now default to read-only to prevent unauthorized changes.
- Your contacts can now view preferences page, appointment page, customer portal and email campaigns in their prefered language.
Enhancements:
- While creating marketing list, you can now acknowledge that you have permission to send marketing SMS to the current list.
- You can now export the email template report to a CSV file and analyse its performance.
- You can now restrict users from creating list filters by disabling create list tool privilege in roles and profiles.
- Protect your CRM data from unauthorized access by setting up a secure password.
- You can view opportunities assigned to inactive users in Forecast module.
- View closed opportunities in Dashboard’s Sales Funnel and analyse the closure rate in the desired period.
Usability:
- Kanban view Enhancements
- New look to Kanban cards to improve readability. Create events or add data right from the kanban view.
- You can add closed won and closed lost stages as columns in Kanban view.
- You can now preview your profile picture on uploading.
Posted On: Tuesday, 26 June 2018 15:30 GMT