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Release (9.22.4.1)

Enhancement(s)

CRM White Labeling

• Vtiger now has the option to enable or disable CRM White Labeling from the configuration editor. This allows you to hide some icons, names and logos in the CRM.

Deals 

• Now, two new reports - Shrinking Deals and Expanding Deals have been added to Sales Insights.
• You can display these reports based on filters such as monthly, yearly, quarterly, and by the user and display data in the form of a bar chart.
• You can use the Shrinking and Expanding Deals widget in Sales insights with different filters like the user, pipeline, date field, sales stage, and date range.
• You can verify the data shown in widgets by creating a few sample records and changing the amount value of the deal record.

Dialed Numbers

• The option ‘Local’" (empty country code) should be added in the country code dropdown in phone fields all over the CRM.

Documents

• You now have the option to upload Vtiger documents from Gmail, Dropbox, and One drive while sending emails to the customer

Email Templates

• Vtiger now has the option to assign an owner/ group for the Email templates.

Events

• An invitation received by an invitee on their Gmail is saved to the Google Calendar of the invitee.

One Pilot

• One Pilot is now listed in the Google Apps marketplace
• The following features are now available in the One Pilot Edition.
  • Social Inbox
  • Google Lead Ads - 1 form
  • FB Lead Forms - 1 form
  • Add Lead
  • Add Contact
  • Add Case
  • Scheduled Posts
• Facebook Lead Form Extension - Facebook Lead Forms are now available as per the edition you have subscribed to.

Plivo SMS Gateway

• You can now integrate Plivo as a SMS service provider and send SMS messages through your Plivo connection from the CRM.

Process Designer - Phase 3

• The Process Designer Summary View now includes a Records section that displays a list of records run under a particular process.
• The Process Designer now supports all actions that are required in workflows.
  • The option is available under Add actions.
  • All available tags will appear under the Select Tags section, and the selected tags (separated by commas) are displayed.
  • The Process Designer now supports Triggers for record creation and updation. 
  • You can choose the new Trigger under Process> Trigger Properties.
• Allow Conditions on Previous Actions: Vtiger has now added a condition block using which you can add conditions to previous actions in the process flow.
• The Running Process tab is now available in the Summary view of a Process Designer record. It displays the count of running processes for the record.

Phone Call Module in Workflows

• You can now create a workflow in the Phone Calls module for WhatsApp numbers. 

Phone Field

• You can now set the country code for a phone number by default by adding it under User Preferences.

Reports 

• You can now select Tasks and Events from the Primary Module and Related Modules fields while generating reports. Tasks and Events have replaced the Calendar option.

REST API

• You can now store extension-specific information in Rest APIs.

 

Summary view

• You can now view the count of the next actions besides the Next Actions tab. 
• You can now see the Field name and value when you hover on the Progress bar icons in the Summary of any module.

 

VTAP Sync

• Vtiger now supports sync connectors from the Module Designer. You can sync the data to and from third-party apps once the sync is enabled.