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July 2022
L
Lavanya R
24 Aug, 2022 - Updated
1 year ago
Table of Contents
Release 1 (9.22.7.1)
Enhancement(s)
Help
The following improvements have been made to the In-App Help:
- The top section of the Help window displays a greeting, the CRM user’s name, and the Search option.
- Shows the user the video of that particular module.
- Clicking on the video link will play the video in a pop-up window.
- Clicking on the Setup Vtiger link will display details.
- Clicking on the FAQ will show FAQs related to that module.
Onboarding
- Contact Management video is now available in the help popup.
- The video is also available in the Contacts module when the user visits for the first time.
Project Management
- Project Management modules are now available in the One Professional edition.
Task/Events
- The Task and Event numbers are now available for reference in the Events List View.
Settings
- A Celebrate Success extension is added to make a Confetti shower for your accomplishments.
- You can configure the accomplishments for which you want to have the Confetti shower.
Reports
- You now have the option to filter data in reports based on the Assigned to equals current user/ My Reportees.
Workflows
- A new expression - Uppercase field is now added in workflows, approvals, and the Process Designer. This function will work only for text field and text area field. Uppercase has 1 parameter called - uppercase(field). Field is the fieldname from which the string has to be converted to uppercase.
Release 2 (9.22.7.2)
Feature(s)
- Zoho sync enables a two-way sync between Vtiger and Zoho. Syncing is now enabled for Contacts, Accounts, and Leads modules.
Enhancement(s)
Actions
- The tasks created via the Process designer or manually will now be displayed on the Actions Page with the related Contact or Lead or Organization. They will provide a direct link to the related record.
Appointments
- When a customer makes an appointment,
- an event is created from the appointment link, and
- the customer’s name is added to the guest section of the Google calendar synced from the CRM user.
Cases
- A new font by the name Indivisa Text Serif Regular has now been added to the CRM.
Customer Portal
- You can now search a record in the Customer Portal using the Date field.
Dashboard
- The hand symbol is now replaced by a mouse pointer in the Sales funnel and Leads funnel when a clickthrough is not available.
Extensions
- You can now see top five frequently used modules in the Main menu(below the Favourites section).
Note: The frequently used modules will not show up for settings configuration.
Lead
- You can now add Products and Services directly to Deals. This will help members associated with a deal to easily follow up with the customer about a product or a service they are interested in.
Lead Conversion
- When you convert a lead, you now have the option to transfer all related child records to a deal. Earlier when a lead was converted, you were able to transfer related data to only Contacts and Organizations.
Partner Portal
- Dependent fields have been added and made mandatory to understand the reason behind a sale being won or lost.
- For Sales Won - the following fields have been made mandatory
- Primary Win Reason
- Secondary Win Reason
- Beginning Standard User Count
- Single App Users
- Sales Lost - the following fields have been made mandatory
- Lost Reason
- Lost Reason Details
- Competitor
- For Sales Won - the following fields have been made mandatory
Print Templates
- You will now be able to write the total amount in words.
- You will be able to choose the following options to add currency in different formats using a picklist under the Print template section > Under Currency Preference
- UPPERCASE
- lowercase
- Title Case
Smart Reminders
- The Reminder option is now available in the Detail view of the Leads module.
Surveys
- You will now be able to use survey ratings of 1-5 in your surveys.
Webhooks
- You now have support for extra headers, parameters and body for Webhook requests.
Others
- You can now report a bug by taking screenshots. You also have the option to edit the screenshot image and send an email with the image attached to support@vtiger.com.
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