Engage with your customers from wherever business takes you on your Android or iPhone. Vtiger 360 Mobile Application enables business users to manage sales, support, projects, and marketing on the go on your Android or iPhones. Users can create and edit Leads, Contacts, Opportunities, Cases, and much more. Get notified about the scheduled events and any updates made on records you follow.
After installation, open Vtiger 360 to login to your instance.
Vtiger provides the following options to log in.
Follow these steps login with an IDP.
Click on the link to sign in with SAML.
Click on Sign in with SAML.
Enter your vtiger CRM URL and click Submit.
Enter your SAML login credentials and click Login. You’re automatically redirected to Vtiger 360.
Note! In case if you face a 403 error when you login to Vtiger app, please set up a default browser in your device to login successfully.
On login to the Mobile App you will be landing on the Home page also referred as Dashboard, where you will find default list, today’s events and tasks, recent comments and also shortcut access.
Any list owned by you can be added as a key list metric on the dashboard.
If My Contacts is your default list, then this will be available as a key metric by default. You can remove this and/or add any other list metric to the dashboard.
Tap & hold on a particular list blocks to remove it from the dashboard.
All the events or task scheduled for today will be shown on the dashboard. To create an event follow these steps.
Note! Follow the same procedure to create a task.
The first 5 recent comments will be shown up in the dashboard. Tap on the particular comment to view the related record details.
Tap on icon on the top left corner to view module list or toggle between Menu Apps.
Tap on icon to view all the notifications. When any calendar activity is triggered based on the Reminder set, you get notified via the Notification mode that you configured. This action is same as that on your system.
You can also dismiss all your alerts at once if you no longer want them to be displayed. To dismiss all the alerts, click on CLEAR ALL button.
To view the calendar activity assigned to you, tap on Click on icon of the record to mark the activity as completed/held, followup, reschedule or dismiss it from Notification center.
To view email alerts in real-time, tap on icon.
Email tracking with real-time alerts.
Timing is critical for sales. With real-time tracking of emails, sales reps get a push notification the second a prospect opens their email or clicks a link inside or views a shared document.
To get notified real time on any activity for an email sent, go to Settings > enable Push Notifications > enable “Email Alerts”. Learn more.
Click on icon of the email alert to perform actions such as call, email(reply), add comment or dismiss the alert.
Tap on the ! symbol to view all the Active and Snoozed activities. Click on icon of the to snooze the activity, follow up or dismiss it from the Notification center.
To activate to snoozed record, click on icon and select Activate.
A red dot in the Calendar indicates there are Events scheduled on that date. Tap on the red dot to view all the events scheduled for that particular date.
Click on the Event to go to the record view of the event.
Follow below steps to scan a business card from your app.
NOTE! Labels of the Vtiger mobile application can be edited from Module Management > Labels Editor in the desktop version.
Tap on the particular section to view the details.
In Summary view you will find the Key fields and recent Comments related to the record.
On storing sensitive data, such as a contact’s national ID number or credit card number, you can choose to give contacts control over that field by requesting permission through their consents page.
Vtiger 360 mobile app is flexible to view encrypted data in a record view.
To see the value click on the eye icon. Viewing any sensitive field data logs the activity in the updates section.
To change the sensitive value, go to edit view, remove the existing value and enter the new data.
Click here to learn more about Sensitive fields.
All the modules have same gestures except Case and Opportunity which is mentioned below
Case detail view opens the Interactions tab showing the email interactions with the customer and internal comments.
You can change the Sales Stage of a particular record in Detail view.
Please follow these steps to create an Invoice.
Vtiger approval process automation allows administrators or process owners to set up an approval process adhering to their business processes with an option to set up multi-level approval hierarchy. Approver could be a user or a reporting manager. Learn more
When a sales/marketing representatives create a record which matches at least one of the approval processes, they are prompted to send the record for approval from their direct reporting managers.
The submitter can enter the note for approvers in the pop-up.
Approvers get a push notification when a record is waiting for their approval.
Clicking on the notification redirects the approver to the related approval record.
As an approver, you can respond to a record waiting for approval from
the approval record view.
the approval widget of the submitted record.
Following a record is a nice fashion of marking a record as your favorite and is a shortcut to get to your favorite record. By following a record, you get updates on it as the users modify the record.
For example, when you follow an Opportunity record, you’ll receive alerts on each update such as adding comments, linking events, contacts, etc. made on that Opportunity record.
To add followers to a record,
To remove the followers, go to the summary view of a record and click on X beside the follower.
Vtiger 360 provides you with the shortcut icons and widgets to perform frequently used actions such Email, Call, Comment, Creating an Event, Task, Document quickly. In addition, you can view the Contact location on the map.
- Quick Create Records. Select the module from the list to create a record. Enter the details and tap on icon to save the record.
Call, Email, Map shortcuts icon appear at the bottom only if a record contains a phone number, email address and location fields, respectively.
Locate an Organization or find directions to your Contact or Lead address using the Map icon.
The map icon appears in the record view of all the modules having default address fields.
Eg, Leads, Contacts, Organization and Vendors.
Click on Map icon to view the location on default maps available on your device.
For multiple address fields in a record, you are prompted to pick the address for map view.
Contact module has an address selection popup to choose among Mailing address and Billing address.
Organization module has an address selection popup to choose among Billing address and Shipping address.
Any shortcut action created via summary view is available as a widget.
Click on icon to Create Event/Create Task/Attach Document/Add comment.
Add files as an attachment while commenting on a record. The maximum file size to upload a file is limited to 50 MB.
To attach the file, click on ‘Attach file’ button. You can either browse system files or take a photo and attach it.
Save time on jotting meeting minutes, keynotes, or any other reports just by recording a voice note from the comments section.
How do I add a Voice Note?
Follow below steps to attach a voice note in a comment.
The voice note window pops up to record the audio automatically.
Click on icon to pause the audio. To restart recording, click on icon.
Once the audio is attached, the comment box automatically populates the following text: “Please listen to attached voice note”.
Alternatively, you can attach voice note from related Comments tab.
1. You can attach only one file per comment. It can either be a document or a recorded audio file.
2. The Android phone supports voice note in .mp3 format and iOS phone in .wav format.
3. You can attach Voice Note only from Summary view and related Comments tab.
4. Voice notes cannot be attached from Vtiger Buzz or on Cases reply comment.
Click on the attached voice note to play. Vtiger app downloads the audio and plays it in the inbuilt player.
1. Comments widget lists the recent 5 comments whereas the other widgets list the recent 10 related records.
2. Only widgets for which the user has access to are listed on summary view.
Calls made from Vtiger 360 app can be logged as an outbound call and reflected in customer touchpoints. Call logs help you to record outgoing calls including the name of the caller, the number dialled, the time, date, and the duration of the call.
Note: To log every call you make via the app, you have to enable ‘Call Log toggle in ‘Settings’.
Log calls from any of the modules having phone field with phone numbers. For every call, you can create an Event record.
Fields that auto-fill their values are listed below
|Subject||Name of the Event takes the format “Outgoing call to Name of the record-Phone number”.|
|Assigned To||Logged in user who dials the call.|
|Start Date & Time||Date & Time at which the call starts|
|End Date & Time||Date & Time at which the call ends|
|Activity Type||Mobile Call|
|Created Time||Event created date and time.|
|Modified Time||Last modification date and time of the Event|
|Created By||User who created the event.|
|Retaled To||Name of the related module’s record.|
|Contact Name||Name of the related Contact.|
POINTS TO REMEMBER
- On creation of an event record via call log, all the mandatory fields in that Event record takes default value if there is present.
- You can make an outbound call only from Leads, Contacts, Organizations and Vendors modules.
- Vtiger 360 app supports Dynamic Dependency fields. Click here to learn more.
With Vtiger 360, upload any document (list any file types not allowed) to Vtiger 360 and share it with your clients. You can also select a document already uploaded via Vtiger web and share via Vtiger 360.
Clicking on the document opens in the available native document viewer.
NOTE! You can just view the documents on your phone, sent by your customers.
The related section shows all the related modules along with the record count. Tap on the particular module to add a new record or view the existing records. You can also select the records from the list and relate them to the primary record.
|Add Button Only||Contacts, Opportunities, Activities, Inventory Modules, Service Contracts, Projects, Assets, Cases, Esign Documents, Comments.|
|Select Button Only||Products, Services, Vendors, Campaigns.|
|Both Add and Select Button||Documents.|
|No Buttons||Emails, Payments, Phone calls, Subscriptions, Transactions, Olark Chats, Products, Bundle, Pricebooks[~], Timelogs[~].|
[~] indicates custom related tabs.
To view the related emails of a record, go to record summary view > Related tab> Click on Emails.
List of Emails
You can perform the following actions on the emails.
1. You can only perform Reply and Forward actions on the individual email.
- Everytime you change any CRM settings, you need to log out from vtiger 360 app and log in to update the changes done in the CRM to the mobile app.
Access CRM data on Vtiger 360 even when you are not connected to the internet. Learn more
Vtiger 360 empowers field sales agents to locate client addresses visually on a map and plan their travel for onsite meetings. Field Sales rep can update the Contact addresses based on the actual location without any manual editing. Learn more
Plan your customer visits faster with Vtiger 360’s GPS features to check-in and check-out at the event location. Learn more