Articles in this section
March 2021
Get details about the features and enhancements released in March 2021.
R
Ruba
11 Dec, 2023 - Updated
1 year ago
9.21.3.1
Enhancements
Billing
- The billing alert is shown only when users are added to CRM accounts with an active subscription. It is not shown in free trial instances.
Cases
- Auto drafting case replies
- When replying to a case from the Activity section, your reply is automatically saved when you leave the window. You can continue where you left off when you open the reply window again.
Contacts
- You can now send a survey link to a contact directly from the contact record.
- Click the More icon on the top right corner of the contact record to find the Send Survey Link option.
Deals
- You can now see the line items block while you are creating a deal.
Sales Orders/Tally
- Syncing sales orders from Tally to Vtiger is now available.
- You can also sync taxes from Tally to Vtiger.
Vendors
- Calling up your vendors is now easy. You can hover over a vendor record in the List View to see the call option. You can also call a vendor from the Summary View of the vendor record.
9.21.3.2
Enhancements
Reports
- Overlapping values in a bar chart of a report can be shown by disabling the Overlap Values toggle button. You can find the button in the Charts section while creating a report.
- You can get the grand total of all the bar values in the bar chart of a report by enabling the Show totals in legend toggle button.
Tally/Organizations
- When Ledgers in Tally are synced with Vtiger’s Organizations, subgroups or custom groups created under Sundry Debtors or Sundry Creditors in Tally are updated in the CRM’s organization records. A new field called Ledger Group is added to the Organizations module.
- For example, if you create a ledger in Tally under Sundry Debtors > Subgroup 1, then the Ledger Group field in the related organization record shows Subgroup 1. Similarly, if you create a ledger under Tally’s Sundry Creditors > Subgroup 2, then the Ledger Group in the related organization record shows Subgroup 2.
Workflows
- The Create Task action has been added to workflows created with Project Milestones as the Target Module. This allows you to automatically create tasks upon any trigger occurring on a project milestone.
Zoom Meet
- A recording of Zoom meetings is stored in the meeting record’s field called Recording Link after the Zoom event is marked as Held.
- When an invitee joins a Zoom meeting, the Invitee status changes to Joined in the Zoom event record.
- Note: The features above are available only for licensed or paid Zoom members.