New Features:
- Vtiger add-in for Outlook
Now, get a 360° view of your contacts right in Outlook Inbox. Click here to learn how to install Vtiger add-in for Outlook.
- Vtiger Surveys
Create online surveys & polls within Vtiger and start collecting data on customer satisfaction, opinions on new updates, etc., in real-time.
Enhancements:
- You can now map a lookup field’s duplicate handling fields in the mailroom’s body rule.
- Admins can now set up the methods of duplicate data handling in webform.
- While creating or editing an email campaign, you now have an option to preview the campaign.
- Settings log now tracks the IP address of the user’s system.
- Option to import records with ‘Assigned to’ field in ‘first name, last name’ format.
- Archive email action in mailroom is enhanced to link emails to contact’s open opportunity.
- You can now add a comment or set a reminder to a record directly from the list view.
- Warning messages to the admins are shown on following actions
- Disabling a module when it has a mandatory relationship with other modules.
- Marking a field mandatory if any profile has read-only permission.
Usability:
- Dashboard enhancements
- To view more dashboards, click on (...) icon.
- Add Dashboard button is added to create custom dashboards.
- You can now search values for reference fields from related tabs.
- Email Campaigns status changes to ‘Cancelled’ when the recipients in marketing list have chosen email opted-out.
CRM with below 30 users:
CRM with 30 users and above:
Posted On: Tuesday, 9 October 2018 5:00 AM UTC