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December 2022
B
Bindu Rekha Babu
10 Jan, 2023 - Updated
1 year ago
Table of Contents
Release 2 (9.22.12.2)
Enhancement(s)
Summary View: Separate scroll bars
- You now have separate scrolls for the Activity and Widget sections of the Summary.
- This is an efficient way of viewing data.
Workflow: Day and Date format options
- You can add different date formats to a workflow. You can also choose to display the day along with the date or just the date.
- For example:
- The day_of_date (date_field) -> day_of_date(29-05-2020) will display Friday.
- The date_format(expected_closed_date, mm-dd-yyyy) -> In this case, if the date is 2nd Jun 2020, the output will be 06-02-2020.
- The following date formats are supported in the CRM:
- dd-mm-yyyy
- mm-dd-yyyy
- yyyy-mm-dd
- dd/mm/yyyy
- mm/dd/yyyy
- yyyy/mm/dd
- dd.mm.yyyy
- mm.dd.yyyy
- yyyy.mm.dd
- yyyymmdd
- mmddyyyy
- Ddmmyyyy
- For example:
Workflow: Search with the Replace string option
- You can look up data using the Replace string (replace(field, s, r)).
Workflow: Update Purchase cost field
- Admin users can use a custom function to update the Purchase cost field in Products from a purchase order (PO) and a bill.
- Admins can select the custom function when creating a workflow for a PO.
- This function updates the Purchase Cost for all the Items selected in the PO/Bill.
- This function is available for Purchase Orders and Bills modules.
- The Item's Purchase Cost is based on the following formula - Purchase Cost (Price) = ((Qty*List price)-Item level discount)/ Qty.
Purchase Orders: Create Purchase Orders automatically from Products
- The CRM will automatically create a PO based on a new field, Reorder Qty in Products.
- How it works:
- The Reorder Level field, Reorder Qty, and Vendor Name fields are not empty
- The Qty in stock of the Product is less than the ReOrder Level. field
- If the above two conditions are satisfied, the system checks for open POs for all the products,
- If no open POs exist, the system creates a PO for such products.
Release 1 (9.22.12.1)
Feature(s)
SMS Integrations
- You can now integrate Vtiger CRM with the below SMS gateways (Service providers) to send and receive SMSs to and from your customers directly on your CRM screens:
- Kaleyra
- SMS Gateway Center
SMS Templates
-
The SMS Templates module is now available in the CRM. You will now be able to use these templates to create sms messages sent to customers.
Enhancement(s)
API Designer
- While enabling a REST API from API Designer, you will now be able to add @value request parameters (for any parameter value).
- For example, you can add a @headervalue parameter like @identifier, @managerName, etc.
Booster Pack for 1000 records
- The 1K Records Booster Pack is now available.
- You can now increase the limit by 1,000 records by purchasing this booster add-on. For example, to increase the limit by 5,000 records, you will need to purchase five quantities of this add-on.
Documents
- You can now link your Google documents to Vtiger CRM from the ‘Shared with me’ folder on your Google Drive.
- Here is the path: +Add > Link > Google Drive > Browse > Shared with me
Edition Limits
- You will now be able to view the limits for your edition of Vtiger CRM under Settings > Configuration > Your Edition Limits page.
- The page displays the following:
- Feature - Name
- Edition Limit - The Standard edition limit
- Your CRM Limit - The overall edition limit, i.e., the edition limit + increased limits retrieved by installing booster packs
- Current Usage Limit - The current usage
- Buy More - Helps you with a booster pack link is available for it
Feature Limit Alerts for your Edition
- Upon reaching the upper limits for a feature, the CRM will display an alert for Admin and Non-Admin users.
- Admin users can either upgrade their edition or buy the booster pack directly.
- Non-admin users need to contact their admins to add more limits.
Live Chats
- You can add three users for free to the Live Chats feature from Settings > Websense > Widgets > Agents.
- To add four or more users, you must enable the Booster Pack for Live Chat Agent from Add-ons.
Print Templates - Not Approved watermark
- The Not approved watermark is now available in Print Templates for the following Approval statuses: Not Submitted, Rejected, and Waiting for Approval.
- The watermark is displayed:
- In the preview of the record
- In the print template sent to an approver via Approval action
- In a PDF attached to an email, and the email is sent via a workflow
- In the Mobile preview
- The watermark is not applicable or displayed when the approval status is or changes to Approved, Auto Approved, and Not Applicable.
Print Templates - Page format
- The screen displays the width and height in millimeters when creating a print template under Print Templates > Page Format > Custom > PDF Setup.
SMS Templates
- While creating an SMS template for a module, Merge Fields now displays fields related to the chosen module.
- For example:
- If you select the Contacts module, related fields for the contact record like Website, Phone, Employees, Revenue, and other fields will be displayed.
- If you select the Deals module, related fields from the Contact or Organization module will be displayed.
UI update - Events
-
The Recurrence Details section has been redesigned for an Events record.
Others
- Pinning your favorite module
- You now have the option of pinning your favorite modules in the top bar of the Dashboard. It will save time on clicks on navigation. You can:
- Right-click a favorite module in the top bar to open it in a new tab.
- Unpin it by clicking the pin icon.
- You now have the option of pinning your favorite modules in the top bar of the Dashboard. It will save time on clicks on navigation. You can:
- Searching for a product name
- You can use the % character in the search string while searching for a product or a service in the Products or Services modules.
- Using the % in the search string helps you display multiple search results related to the product or service.
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