9.24.5.1

New Feature(s)

Private Sharing Mode as an Add-on in One Growth

• This Add-on will help administrators enable the Private Sharing mode at the module level. In the Private Sharing mode, records can be accessed only by record owners and their superiors (users with higher roles)
• Price Details:
  • For customers outside of India - $50 /month
  • For Indian customers - Rs 3500 /month

Enhancements

Details View UI Changes

• Details View is now available as a tab in the Summary View of a record (below the record name) instead of the right panel.
• Clicking the Details tab will display the details of the record. 
• Certain changes are specific to the module or screen you are accessing. For example:
  • Layout Editor - Related modules are arranged in order under the Relationships.
  • Inventory modules (Quotes, Invoices, etc.) - Preview and Template settings.

Forecast & Quota

• Forecast and Quota functionality will now be shown according to:
  • The Forecast amount in Revenue Schedule records.
  • The Revenue Dates that are created from a deal per the Revenue Schedule interval.
• Note:
  • When you install the Revenue Schedule Add-on, a new forecast type called Scheduled Amount is available in the CRM.
  • When you select the scheduled amount, the field shows the revenue scheduled from a deal.

Google Drive API 

• User Data Policy Review. 
• Vtiger previously shared user data policies limiting the types of apps with broad access to content or data via Google Drive APIs. 
• With these policies, only certain apps can request restricted scopes from customers' Google accounts.
• As Google Drive Developers, you will be using sensitive and restricted scopes. Our Google API Services User Data Policy will help strengthen data privacy and security controls.

Inbox UI Improvements

• Delete option and Checkbox are.
• The Delete icon (Trash can) is now outside the More icon and available at the top.
• The padding around the checkbox has been increased to increase the clicking area.

Layout Designer

• Edit option to edit fields.
  • You can use the drag-and-drop option to add fields and the edit option to edit the fields you have added. 
• Search option to look up a field.
  • You can use the Search option to look up a field. This is helpful when you are working with a large number of fields and other elements in the Layout Editor. 
• Unique name for your layout
  • You can now save your layouts with unique names without worrying about duplication. You cannot save your layouts with the same name or a name that someone has already used. 

SMS Integration with Vitel Global via Vtap

• You can now send SMS messages from Vtiger CRM via Vitel Global.
• Integrate your Vitel Global account with Vtiger and manage SMS messaging from the CRM.

Summary View UI Changes

• Details, Touchpoints, Tasks, Events, Documents, etc., are now displayed below the record name as tabs instead of the right panel.
  • Summary, Details, and Touch points will shown as default tabs.
• Only One View and Analytics are available on the right panel. 
• Certain changes are specific to the module or screen you are accessing. For example:
  • Layout Editor - Related modules are arranged in order under the Relationships.
  • Inventory modules (Quotes, Invoices, etc.) - Preview and Template settings.

Tally

• Option to filter records that are to be synced from Vtiger to Tally.
  • Currently, all Organizations are getting synchronized from Vtiger to Tally Ledger without clarity on whether the Organization is a Lead or a Customer.
• A filter on the Status field is now available for all the modules on the Tally Sync page, based on which you can select records to sync:
  • For Organization:  Organization Type and Organization Status
  • For Products: Not required
  • For Sales Order: Sales Order Status
  • For Invoice: Invoice Status
• Only records that match the specified states will be synced from Vtiger to Tally. All Organizations that sync from Tally to Vtiger are automatically updated as customer types. All sales orders and invoices from Tally will be synced with the new status.

Targets Module

• New fields - Target Set Qty and Target for Value field in the Targets module.
• Currently, the target quantity and the target value in the Sales Consultant App are being fetched from the custom fields of the Organization module. 
• With the new fields:
  • Target values for the Organization module will be fetched directly from the Targets module.
  • The Sales Consultant App will receive the target quantity and target values from the Organization module. These values will be shown to the Assigned-to user of the organization.