9.21.1.1

Features

Calculus

• Vtiger’s new feature Calculus is an AI-based tool that will use customer engagements to improve sales/support teams’ customer interactions.
• It considers the following engagements:
  • Document opens
  • Email opens
  • Email campaign opens
  • Email campaign clicks
  • Web chats
  • Phone calls
  • Meetings
• It generates the following information using the engagement data:
  • Engagement Level - What is the engagement level on the current deal when compared to similar successful deals in the past.
  • Activity timeline - A bird’s eye view of engagements made on the current deal.
  • Best time to contact - Use the best time to contact a customer to improve open and reply rates.
  • Change email template - Get email template recommendations when replying to contacts to improve the reply rate.
  • Document stats - Identify documents that get opened and improve engagement with document stats. 
  • Live chat - Provide faster responses and improve customer experiences with the Live Chat.

 To learn more about Calculus, click here.

Person Name Format

• You can now choose a name format from the following options:
  • First Name Last Name
  • Last Name First Name
• Contact names, employee names, etc. in the CRM are shown based on what you choose. Go to Settings > My Preferences to set the desired format.

Zoom Meetings Integration

• Vtiger’s new integration with Zoom allows you to schedule Zoom meetings from the CRM. Install the extension, configure your credentials, and start scheduling conferences. 
• To use Zoom, install the Conference extension from Main Menu > Add-ons.
• You can create a Zoom meeting in the following ways:
  • By creating an event of type Zoom Meet (Main Menu > Essentials > Events)
  • From the Compose Email window (Insert Links > Schedule Conference)
  • From the Live Chat window

To learn more about Zoom integration, click here.

Enhancements

Cases 

• You can accept a case from Cases’ List View (Main Menu > Help Desk > Cases).
• Hover over a case and click the checkmark from the options shown on the right to accept it.

Emails

• From Name: When a user sends an email from the CRM, the update message says “User sent an email”. For instance, if John Doe sends an email to a contact and CCs Allie Grater, Allie Grater gets the update message as “John Doe sent an email”.
  • If you receive an email from a CRM group, the From Name is the group name.
  • If a contact (Ari Gale) sends an email, then the message shown is “Ari Gale sent an email”.
• Email Owner: For received emails -
  • If a CRM user sends an email, the CRM user is the email owner.
  • If a contact sends an email to a personal mailbox, the mailbox owner is the email owner,
  • If a contact sends an email to a group mailbox, the contact’s owner (Assigned To) is the email owner.
  • If you send an email (Eg. to a contact) from the support address, internal support address, outgoing server address, or a mailbox address, the From Name is the (contact’s) record owner’s name.

Find Duplicates

• Finding duplicate records is now easier. You can now select a module and a list that you have created to do a more specific duplicate search. 

Internal Tickets

• You can accept an internal ticket from Internal Tickets’ List View (Main Menu > Service Desk > Internal Tickets).
• Hover over an internal ticket and click the checkmark from the options shown on the right to accept it.

Project Gantt View

• Reminder tasks are not shown in the Gantt View.

Subscriptions

• As a subscriber of Vtiger CRM, you can see your Next Billing Date on the Billing Page based on your subscription type - monthly or yearly. For instance, if you subscribe for an annual plan on 1st January 2021, your next billing date will be 1st January 2022.
• The Subscriptions module is now available in the Vtiger One Professional edition as an extension. You must install it from the Extension Store.

What’s New

• You can view the Release Notes from the What’s New window in the CRM. Go to User Menu > What’s New > See all features. Scroll down to view the Show release notes option.