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September 2021

Get details about the features and enhancements released in September 2021.
R
Rashmi Kashyap
19 Oct, 2021 - Updated 6 months ago
Table of Contents

9.21.9.1

Features

Landing Pages

  • Vtiger’s Landing Pages enables you to build single-purpose standalone pages that focus on specific products and services. 
  • You can add CTAs to direct your visitors towards specific actions. 
  • You have an option to customize your pages with readily available templates.
  • You can increase website traffic and conversion rates

Enhancements

Delivery Notes

  • You can generate an invoice from a delivery note once its status is ‘Delivered’. 

Surveys

  • You can export the survey respondents list in both CSV and Excel formats. 

Vtiger Application Platform (VTAP)

  • WhatsApp Connector 
    • VTAP provides you the ability to build WhatsApp connectors. 
    • You can use these connectors and connect with different service providers
    • These connectors support various functions such as sending text messages, audio, video, PDF, PPT, Doc, Excel, Text files, Print templates from Inventory modules.
    • WhatsApp files can be added as documents and linked to the messages. 
  • Two-way auto-sync of data is enabled for Google and Office 365.
  • Enabled inbound custom webhooks using the API designer.


9.21.9.2

Features

Zoho Sign

Zoho Sign is a digital signature software for documents or agreements that need to be signed by your clients. With Vtiger and Zoho Sign integration, you can:

  • Send quotes, invoices, sales orders, and other confidential documents for signatures.
  • Add multiple signatories to a document and mention an order in which they must sign.
  • Specify where your customers must sign on the document.
  • Use the Esign Documents module to track the status of the document signing process.

Enhancements

Deep Dive View

  • You can see the active viewers of a record in the Deep Dive View as well.  

Extension Store

  • The Launch button is removed for the following extensions:
    • Conference
    • SMS Notifier
    • SMS Reply Actions
    • Sage
    • Grid Edit
    • Keyboard Shortcuts
    • Voice Bot 

Tasks

  • You can open a subtask directly from the parent task by clicking on it. The subtask’s Summary View will be displayed. 

WhatsApp

  • Extensions like Clickatell, Textlocal, Ghupshup, and Twilio are supported in WhatsApp integration. 
  • You can send WhatsApp messages to contacts only if the record contains a phone number. If not, the text area will be disabled, and an Info icon will appear saying ‘Phone number does not exist’. 
 

Note: Please contact our support team (support@vtiger.com) for clarifications.


 
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