New Features:
- Time Tracker is now available for Internal Tickets to track the amount of time spent on resolving a ticket.
Enhancements:
- Correction to received and balance amounts in invoice calculation:
.
- If the invoice and payment currencies are same, no conversion rate is applied to the amount received on the invoice.
- If the invoice and payment currencies are different, the conversion rate used during the payment creation is applied to the amount received on the invoice.
- If the invoice and payment currencies are different, the conversion rate used during the payment creation is applied to the amount deducted from the invoice.
- The filename of the exported data is updated to the following format module-name_current-date_current-time.
- You can now cancel the Esign document that is sent to the customer if you feel that the document needs modification or a false document has been sent..
- Administrators can now control the user access to the Email Templates module from Roles or Profile settings.
- If Office 365 and Vtiger are synchronized, deleting an event in your Office 365 account deletes the same event in Vtiger.
- Workflow Enhancements:
- Workflow Automation is now supported in the Employee module.
.
- Administrators can now decide the trigger order of workflows and actions. Just rearrange the Workflows in a module and reorder the actions of a Workflow using drag and drop action.
- In Send Email action, you can now insert email addresses of related module record’s owner in TO/CC/BCC fields.
E.g., Create a workflow for the Organization module
and add Send Email action
with the email address of the related Contact’s owner
entered in TO/CC/BCC fields
.
- Enable buzz channel in Smart Notification Settings to receive an update when a Dashboard or a List is shared with you
- Employee Portal is now compatible with Internet Explorer, Firefox and Chrome browsers.
API Enhancements
New Webservices API - vtws_me is introduced to retrieve necessary information and preferences of a user.
Usability
- You can now insert an Appointment Link in an email that's triggered by a send email action in a workflow and approval processes.
- Hover over the list name to see the list owners.
CRM with below 30 users:
CRM with 30 users and above:
Posted On: Monday, 04 January 2019 16:00 AM UTC