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Sept 2022

L
Lavanya R
7 Oct, 2022 - Updated 1 month ago
Table of Contents

Release 1 ​​
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Enhancement(s)

Custom Module

  • Single App users can create multiple numbers of custom modules within the specified app.

Email Templates

  • A new font called Segoe UI is now available in the Signature and Email templates editor.

Kanban View

  • In the Kanban view, a tooltip for the Quick Search field has been added to indicate the search fields in a manner similar to the order of record columns in the list view.
  • The message in the Search field is displayed as ‘The order of search fields can be customized by rearranging list column fields’.

Cloud Alerts

  • Are cloud alerts blocking your screen? Worry not. If there are multiple cloud alerts on the screen:
    • A show more button will display them. 
    • All alerts will be displayed along with the collapse button. On clicking collapse, it will disappear.

Feedback emails

  • Feedback smiley images are now displayed with their respective labels - Satisfied, Neutral, and Not Satisfied in your emails. Don’t forget to choose the correct smiley to provide feedback when your case is resolved.

Tally

  • You will now be able to sync organizations, products, taxes, and sales accounts under any level of groupings. Earlier this was limited to only 2-level grouping.
  • You can now sync:  
    • All sales accounts to the chart of accounts in Vtiger, and tax in invoice or sales order can be calculated based on the sales account.
    • The consignee details to the shipping address in Vtiger.
  • There is a Harmonized System of Nomenclature(HSN) code which will be synced with product taxes in Tally.
  • You can now create Groupings in Tally, that can be used to create taxes and sales accounts.

Workflows

  • You can now send WhatsApp notifications from the Project task module.


Release 2


New Feature(s)

WooCommerce Integration with Vtiger

  • WooCommerce is a shopping cart platform. It is an open-source e-commerce plugin for WordPress. It is designed for small to large-sized online merchants using WordPress. 
  • Vtiger CRM integration with WooCommerce makes it easy to sync your customers, products, and orders between your existing WooCommerce platform and Vtiger CRM.
 

Multiple Addresses module in the CRM

  • You can now add multiple shipping addresses to the address book. Multiple addresses will now be available as an entity module in the CRM.  It will have the following fields:
    • Name
    • Related To Reference(Contacts, Organization, Leads, Vendors)
    • Address
    • City
    • State
    • Country
    • Postal code

Enhancement(s)

Conversation Insights

  • The deal name is now visible for every report in the header. The header will now display Conversational Insights for Deal Name.  
  • The name will help you remember the deal name and the context for generating the insights. 

Contacts

  • When you reach out to a contact related to an organization or a deal via email, call, etc., the Last Contacted On and Last Contacted Via fields are updated in the contact, organization and deal record.

Extension Store

  • You can use the Search feature to filter and search add-ons so you can quickly find them.

Field(s)

  • The Phone Type field and Email field are now added to the Partner Organizations and Partner Contacts module.

Marketing List

  • You can now see Partner modules - Partner Contact and Partner Organization in the Marketing list.

Subscription Plan Changes

  • Record Level sharing is now available in the One Professional edition.
  • Smart alerts which were earlier available in the Enterprise edition are now available in the Sale edition.

Phone Calls

  • The Incoming call popup will continue to be displayed even after you refresh the page.

Process Designer

  • In Process Trigger, the recurrence options are now renamed as below:
    • First Time conditions are met.
    • Every time conditions are met, but only if the record is not already in process.
    • Every time conditions are met.

Tally

  • A group pick list is now added to the Products module.

WhatsApp Integration with WABLAS

  • We have added a  new service provider - WABLAS to the WhatsApp messaging in Vtiger CRM.
  • When you sign up with WABLAS, the WhatsApp number in WABLAS should be the same as the From number in Vtiger.
  • WABLAS does not support WhatsApp templates.

WhatsApp - New User Icons

  • User icons are now added next to the WhatsApp messages to identify the user who has sent the message.
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