Calculus AI - Your Smart AI Feature Vtiger LMS Overview Phone Calls Module Overview Short URL Feature Deal Health - A Calculus Feature Instagram Integration with Social Module List View in Vtiger CRM The Deal Room Maps in Vtiger CRM Mobile App Vtiger Cloud CRM - Pilot Edition Gmail Go-To Actions

Introduction

Vtiger CRM is a mobile application that provides most CRM actions and features at your fingertips. It helps business users manage their projects, sales, support, and marketing tasks on Android and Apple devices. 

Using Vtiger CRM, you can,

• Create records for contacts, cases, organizations, and other relevant entities.
• See a unified view of customer data.
• Get push notifications about events or updates.
• Check in to the onsite events.

With a simplified UI, smooth navigation, and high-class performance, Vtiger CRM will revolutionize your CRM experience! 

Excited? Read on to learn how to install Vtiger CRM.

Update Detection

Your Vtiger Mobile CRM app displays the following message when it detects an update to the CRM: 'A new version of the app is available - Update Now.' 

This message notifies you immediately when an update becomes available in your region.

Installing the Vtiger CRM Mobile App

Installing Vtiger CRM is a breeze. It is no different from installing other apps on your phone. If you are a Sales Manager or a Sales Rep, installing Vtiger CRM will ease your CRM tasks and actions like never before.

Vtiger CRM App is available on: 

• Google Play Store for Android devices
• Apple Store for Apple devices

All you have to do is search for Vtiger CRM and click Install. Voila! Vtiger CRM is now available on your phone.

Logging in to the Vtiger CRM Mobile App

Once you have the application on your phone, you can log in to your CRM account in several ways.

You can sign in using any of the following methods:

• CRM Username and Password
• Google credentials 
• Apple credentials 
• Office 365
• SAML credentials

Navigating the Vtiger CRM Mobile App

Vtiger CRM is similar to the web version. You will also see the same UI, modules, features, and functions on the app.

Home

As soon as you sign in, you will see the Dashboard page, which displays a list of upcoming events, tasks to be completed, and pending approvals. This screen will help you perform the necessary actions when working against a tight deadline.

Note: Language translation is now supported on the Vtiger CRM Mobile app.

Here is a list of things you can do in the Dashboard:

• Main Menu: Navigate through the different modules of Vtiger CRM by clicking the Main Menu in the top left corner.
• Check In: Check in to or check out from onsite meetings and services by clicking the Check In or Check Out button.
• Mark as Done: Click the Mark as Done button to mark events as complete.
• Approve or reject Approvals by clicking the Approve or Reject buttons.
• Create a new task or an event.
• Actions: Go to the Actions page by clicking the Actions icon in the bottom left corner.
• Business Card: Scan business cards by clicking the Business Card icon located at the top of the bar.
• Map: Refer to the route map and locate nearby clients by clicking the Map icon located at the top of the bar.
• Quick Create: In the Dashboard, create records from various modules quickly by clicking the Quick Create button located at the bottom of the screen. 
• Mini List: Swipe left and add shortcuts to your frequently used lists in any module by clicking the +Add Mini List button.

Events

Tap the Events icon in the bottom bar to display the Calendar View and see the current month’s events. 

Here are a few things you can do at Events:

1. Quick Create: In the Events module, add a new event by clicking the Quick Create button at the bottom.
2. Change months: Use the < and > icons in the top right corner to navigate through the months.
3. Switch Views: Toggle between List View and Calendar View by clicking the View icon.
4. Select a list of events by clicking the Lists drop-down on the top bar.
5. Filters: Add filters and customize the List View by clicking the Filters icon at the top of the bar.
6. Swipe for quick actions: Edit, Delete, and Reopen events by swiping left or right on the event records.
7. Opening an Event: View in-depth information on the event in the Summary View by clicking on an event record. 

Note: You cannot edit a closed record. You should reopen the record to edit it.

Search

Tap the Search icon in the bottom bar to land on the Search page. If you have forgotten the record’s name, all you need is a keyword or a part of the name for Search to fetch the record. 

When you enter a keyword, the system automatically scans all available records in the CRM and retrieves the record you are looking for.

You can also opt for Advanced Search if you wish to add specific conditions to search for your record.

Tasks

Tapping the Tasks icon in the bottom bar displays all tasks in the default view, the List View. 

You can do the following in Tasks:

• Quick Create: In the Tasks module, add a new task by clicking the Quick Create button at the bottom of the screen.
• Lists: Select a list of tasks by clicking the Lists drop-down on the top bar.
• Filters: Add filters and customize the List View by clicking the Filters icon at the top of the bar.
• Search Tasks: Enter keywords in the search bar to find tasks.
• Switch Views: Toggle between List View, Kanban View, and Calendar View by clicking the Views icon.
• Swipe for quick actions: Edit, Delete, or Reopen tasks by swiping left or right on the task records.
• Opening a Task: View in-depth information on the task in the Summary View by clicking on a task record.

Actions

You can use the Bell icon in the bottom bar to see alerts and updates. They are categorized and listed separately under the following four tabs. 

Let us go through these tabs one by one.

• My Actions tab displays current, upcoming, and overdue events.
• @Mentions tab lists tasks and events that mention you or your group.
• Updates tab lists all updates made on the tasks you follow.
• Engagements tab lists all the customer engagements made on the emails that you have sent. The engagements are grouped into Opens, Replies, Reshares, and Downloads.

 Using Actions, you can:

1. Mark an event as 'Done', 'Snooze', or 'Dismiss' on the My Actions page. 
2. @Mentions: Swipe left to go to the Mentions page. 
   1. You can reply to comments where you have been mentioned or dismiss the alerts here.
3. Updates: Swipe left to go to the Updates page to dismiss the alerts.
4. Engagements: Swipe left to go to the Engagements page to dismiss alerts. You can also change the filter and customize the list.
5. Quick Create: In the Actions module, you will find the following options under the Quick Create button:
   1. Create Task: You can create a new task.
   2. Create Event: You can create an Event.
   3. Send Email: You can create and send an email.
   4. New Comment: Broadcast a message to all the CRM users.

Views in Vtiger CRM Mobile App

Vtiger CRM App offers various ways to categorize and view your data. Let us learn about them and the actions you can take in detail.

List View

List View is the most convenient way to view CRM records. It is also the default view in many modules that shows a horizontal categorization and display of records.

Every record in the List View will display the record's name, due date, priority, and status.

Here is the list of things you can do in List View:

• Add a record by clicking the Create button at the bottom of the screen.
• Edit, delete, or reopen a record by swiping to the left or right. You can also instantly call or send an SMS to a lead or contact by swiping.
• Search for records using the Search bar.
• Customize your record search in List View using filters. Click the Filters icon to apply filters to picklist fields.
• Toggle between Kanban View and Calendar View (where available).  

Kanban View

The Kanban View displays records based on their current status. You can switch to Kanban View from List View by clicking the List icon at the top of the bar. The Kanban View is available only in the Tasks and Deals modules.

Every record in the Kanban View displays the record's name, due date, priority, and status. This view is a vertical categorization and display of records.

In the Kanban View, you can:

• View different Kanban tracks by scrolling horizontally.
• Add a record by clicking the Create button at the bottom of the screen.
• Edit, delete, or reopen a record by swiping on it to the left or the right. 
• Customize your Kanban View using filters. Click the Filters icon to apply filters to picklist fields.
• Toggle between List View and Calendar View.

Calendar View

The Calendar View displays all records for the current month. You can switch to Calendar View from List View by clicking the List icon at the top of the bar. Calendar View is only available in the Tasks and Events modules.

Every record in the Calendar View will display the record's name, due date, priority, and status. This is a vertical categorization and display of records.

Following is a list of things you can do in Calendar View:

• Add a record by clicking the Quick Create button at the bottom of the screen.
• Edit, delete, or reopen a record by swiping it to the left or right. 
• Customize your Calendar View using filters. Click the Filters icon to apply filters to picklist fields.
• Toggle between List View and Kanban View.

Detail View 

You can view the record's summary once you click on a record in the List View, Kanban View, or Calendar View. 

Summary View is divided into the following sections: 

• Header

In the Header section, you can view essential details, including the record name, status, parent task, due date, and priority.

In the Header, you can: 

• Re-open a closed record by clicking the Re-open button. It appears in the 'Would you like to reopen?' section. banner above the name of the record.
• Follow a record by clicking the Follow icon
• Edit a record by clicking the Edit icon
• Click the More icon to, 
  • Delete the record
  • Duplicate the record
  • Convert the record to a Deal (only in the Contacts module)

• Pipeline

You will see the record’s task type and status in the pipeline. You can change the status by clicking on the current status value. The pipeline appears only in the Contacts, Deals, Tasks, and Events modules.

• Widgets

Below the pipeline, you can see a set of widgets that enable you to perform various actions, such as:

• One View - You can view and add records of related modules. This is available only in the Contacts, Organizations, and Deals module.
  • Description - You can view and add a description for the record.
  • Key Fields - You can view the list of key fields for a record.
• Metrics - You can view the Estimated Completion Date and the Due Date of the record.
• Subtasks - You can view and add subtasks to the current record. You can also mark a task as completed. This is available only in the Tasks module.
• Next Actions - You can view the tasks that need to be completed in a specific deal stage. You can click on it, view the Summary and Detail View, and mark it as done later. It is available only in the Deals module.
• Activity - You can add comments or voice notes related to the record. You can also reply to comments and customer emails, as well as view comments, updates, and other activity on the record.
• Details - You can view all the fields and in-depth information related to the record.
• Related -  You can add related records from other modules.

 

• Quick Create

The Quick Create button is located at the bottom of the Summary View. This icon is available only in the Leads, Contacts, and Organizations modules.

You can use the icon to:

• Instantly call, send an SMS, or email. 
• Create or add related records from other modules.  

Edit or Create View

The Edit or Create View appears when you add information to a new record or edit an existing one. 

Here are a few features of this view:

• Supports picklist dependencies 
• Supports dynamic field or block dependencies 
• Search or create Reference fields 
• Approval rules are applied to save a record

 Note: Records can be created offline using the Vtiger CRM mobile app.

Modules in the Vtiger CRM Mobile App

Vtiger CRM supports and mirrors several modules that you see in the CRM web version. To view the modules, click the Main Menu in the top left corner of the screen. 

The following are the six sections:

• Favorites 
  • You can select and organize your favorite modules from the CRM and list them together under 'Favourites' for easy access. All you have to do is long-press on the module block and set it as your favorite!
• Sales
• Marketing
• Projects
• Inventory
• Help Desk
• Others

The modules listed under these sections depend on the Vtiger CRM edition you have subscribed to.

• You can use the Maps feature to find all customers nearby and travel to their locations using the shortest route.
• With the WhatsApp module, you can help your customers and be in touch with them.

Chart of Accounts Support

Chart of Accounts is an add-on that can be installed from the Extension store. It will be available under the Inventory module. Once installed, the following account types will be displayed on the Chart of Accounts Settings page:

• Sales
• Purchases
• Assets
• Liabilities
• Expenses 
• Income

The mobile app allows you to view the Sales and Purchase account fields. This includes all the Inventory modules, such as Products, Services, Invoices, Sales Orders, Purchase Orders, and others.

You can choose the Chart of Accounts for Sales and Purchase accounts using a picklist field with a drop-down option.

When creating an invoice from a product, the Record Sales Account field displays your selected Chart of Accounts. The Sales Account field will automatically fill in with the chosen account for the product in the Item Details. 

In the Mobile app, while creating a product, you can find the Configure button. This contains all the relevant details similar to the Item Details section on the web. You can see the Record Sales Account and Tax Mode. You can select the Tax type for individuals and groups.

Tally Support

Tally is available as an add-on that can be installed from the Extension store. Once installed, you will find it under Inventory Add-ons. You will find it in five modules - Contact, Vendors, Organizations, Invoice, and Sales Order.

The following are the Tally fields available in the mobile app. Appropriate Tally fields will appear in each of the above modules:

• Ledger Group
• Credit Limit
• Credit Period
• PAN/IT No.
• GST IN

You can add values to the above-mentioned Tally fields and save them in the mobile app.

Creating Contact and Lead records from Business Card Scanner

You can scan a business card to create a Contact or Lead record. Clicking on the icon beside the Maps icon on the top right of the mobile app will open the Scan Business Card pop-up.

You have two options to select the module: 

• Contact or Lead. 
• To create a record, click the radio button for the module you want. 

Note: 

• The Lead module must be enabled in the Module Manager for it to appear when scanning a business card. 
• If it is disabled, it will appear on the Scan Business card window, but you will not be able to select the Lead radio button.

You also have two options to scan a business card:

• Live scan a business card by opening the camera option, or 
• Scan a picture from your gallery

When you choose to use the camera for live scan, you will receive a prompt asking, 'Allow Vtiger CRM to take pictures and record video?' along with the following options:

• While using the app, it takes pictures only when the app is open.
• This time, it will allow you to take pictures only for that particular moment.
• Don’t allow - It will not allow you to take pictures.

Settings in the Vtiger CRM Mobile App

You can open the Settings page by clicking the Settings icon on the Menu’s top right corner. 

Once you enter the Settings page, you will find the following actions:

1. Notification Settings: Click the toggle button to enable Push notifications and stay up-to-date with all the activities related to your business.
2. Sync: Click the "Sync Now" button to refresh settings and synchronize offline data, modules, fields, and user preferences.
   1. Offline Storage: Click the toggle button to enable offline storage and access your records without an internet connection.
   2. Auto-sync: Choose to enable auto-sync on Wi-Fi or all networks, or turn it off completely.
   3. Auto-sync interval: The minimum interval between auto-syncs. Sync will begin only if your device reconnects to a network after the selected interval.
3. Dark Mode: Click the toggle button to change the app’s theme to dark mode.
4. Call Logging: Select whether to show an option to create an event after a call. This can be set for outgoing calls from the app only or for all incoming and outgoing calls..
5. Vtiger WhatsApp Settings: Click the toggle button to use personal WhatsApp.
   1. Enter your personal mobile number.
   2. Click Confirm.
   3. Click Continue.
   4. Give the required permissions.

Maps in Vtiger CRM Mobile App Short URL Feature Vtiger Social Module