Release Notes (9.21.7.1)

Features

Google Lead Ad Forms

• The Google Leads extension has been added to the Extension Store.
  • You can install the extension, run Google Ads, and bring the lead information from Google Ads into Vtiger CRM to manage them seamlessly.

Hold Follow-up on Events

• You can create a follow-up event on events that are marked as ‘Held’. 
  • Go to the event’s Edit view and enable the Hold Follow-up on checkbox to create a follow-up event. A new event is created with the original subject appended with ‘Follow-up’.
  • In the List View and Kanban view of Events, you can see the following new options:
    • Mark as Held and Hold Follow-up for open events.
    • Hold Follow-up for closed events.

MS Teams Integration 

• The Vtiger-MS Teams integration enables you to work directly from Teams.
  • The MS Teams module is installed in your CRM account.
  • Capabilities:
    • View your Tasks, Contacts, Deals, and CRM Dashboards directly in Teams within your group's Channel and Personal tabs. 
    • Ask Vtiger Bot for your agenda for the day.
    • Get Contact or Deal information by searching in Vtiger Bot. 
    • Create meeting events of Activity Type - Teams in Vtiger CRM.
    • Share meeting links via email, chat, or invites.
    • Share deals, contact, reports via Teams.
  • To learn more about MS Teams Integration, visit the following articles:
    • MS Teams and Vtiger CRM Integration
    • Using Teams Meetings in Vtiger CRM

Sage Business Cloud Accounting Integration

• Vtiger now integrates with Sage Business Cloud Accounting software.
  •  You can sync the following modules:
    • Organizations
    • Contacts
    • Products 
    • Invoices 
    • Services 

SMS Reply Actions

• When you receive replies to an SMS campaign that you sent out, you can create leads, contacts, and organization records based on the replies.

Enhancements

Articles

• A field containing the Help Center article link has been added to the Articles module. This allows you quick access to published articles.
  • You can find the link in the Details tab of an article record.

Assignment Rules

• You can now set up assignment rules for the Tasks module.
  • To learn more about Assignment Rules, click here.

Calendar

• On your calendar page, you can choose to see only one type of data or activity.
  • Hover over the checkboxes under My Calendar on the left side of the page. Click Only to display specific activities on your calendar.

Campaigns

• When adding contacts to a campaign, you can load contacts from an existing list of the Contacts module.

Internal Tickets

• You can now send emails from the Summary View of an internal ticket record. Click the Email option on the top-right of the Summary View.  

List View/Mass Emails

• When you try to send an email to more than 50 recipients from the List View of a module, you are prompted to use Email Campaigns instead of ad hoc emails.  

Partner Portal

• You can link a contact or organization to deals that you create in the Partner Portal.
• Partners can edit their personal and organization details on the Partner Portal.
  • Click the Person icon on the top-right.
  • Click the Edit icon to start updating the information.

Price Books

• You can update the Selling Price of a product while adding it to a price book.

Print Templates

• A color picker beside the Watermark field in Print Templates allows you to choose a color for your watermark.

Reports

• Sorting
  • The option to sort report data in ascending or descending has been added. You can see the option under a report’s Properties > Group By rows.
  • The sorting does not apply when you have Group By Columns.
• Scheduling
  • A CC option has been added to report scheduling. It allows you to manually enter multiple email IDs of recipients, separated by commas.  
• List View filtering
  • You can filter reports by Type (Detailed or Pivot) from the List View using the Type column.

View Full Form

• Clicking the View Full Form button while creating a record opens the form in a different new window. You can also open the form in a new tab.

VTAP

• Voice commands
  • VTAP now supports voice commands. To view the list of all the commands, press CTRL+SHIFT+V.
• Keyboard shortcuts
  • VTAP also supports keyboard shortcuts. To view the list of all the shortcuts, press CTRL+SHIFT+K.

Workflows

• Emails and SMSes triggered via a workflow are assigned to the parent record owners.
  • For example, an email/SMS triggered on a contact is assigned to the contact owner. Similarly, an email/SMS triggered on a deal is assigned to the deal owner.
  • Find a record’s owner in the Assigned To field.
• In the workflow condition - Last Modified By - you can now select users.