9.24.6.2

Enhancement(s)

API Designer 

• Option to enable CORS for Webhook type of APIs in the API Designer. 
  • This configuration will enable you to call the Vtiger APPIs directly from your client server.
  • You can enable the CORS under IP restrictions > Security tab with the Enable CORS checkbox. If enabled, a textbox is displayed where you can add domains. These domains will be Whitelisted, and CORS requests will be accepted from these domains only.
  • Limitations
    • For existing webhooks, this setting will be disabled by default.
    • If you add both the IP address and the domain, the system will consider only the domain name.
• Field-merge support in Select API.
  • Field-merge-value support is available in Create and Update record operations. Additional formatted values are packed in the record as part of the response (as required by the Select API.)
  • For example, the created time standard field value format is YYYY-MM-DD HH:MM:SS, but API clients expect only the date, but with DD-MM-YYYY value format.
• Record Updates in bulk.
  • Bulk operations for record updates or upserts.
  • You can now update more than 50 records in one API Push using bulk operations for update or upsert from the API Designer.

Appointments Page

• Option to drag and move to rearrange the questions on the Appointments Page.
• You can add and modify your questionnaire by simply rearranging the question sequence using the drag-and-drop option. 
• Note:
  • Default Questions are not draggable.
  • Except for the two Activity types (Onsite meeting and Onsite Service), the address field is draggable.

Bot Management

• Data shield option to mask sensitive information in Bot Management.
• You can mask Email and Phone values in the content sent to GPT in the Data shield block on the Bot setup page.
• By default, Email, Phone, SSN, credit card numbers, and IP addresses are already placed under the Data shield. The first 3 characters and last 3 characters will be unmasked, and all the characters between them will be masked.
• You can also add expressions or fields to mask and validate them by using the Test All button.
• The expressions or fields you add here will be masked in the data sent to GPT.
  • Note: Always remember to check your content for sensitive information and mask it.

Email

• Calculus AI Email Prompts.
• When you want to compose a new email, the system displays email prompts. When you click on a prompt, questions are displayed along with text boxes. You can enter appropriate content and click the Generate Draft button to create an email draft.
  • Note: the prompts are available for new emails you compose and not for email replies.
• The email prompts are available on both the desktop and mobile app.
• The following prompt questions are available by default:
  • What is the Role/Job Title of the recipient (e.g., CFO, Procurement Manager)
  • What is the recipient's company/industry?:
  • Have you had any previous interactions with the recipient? (If yes, summarize briefly):
  • What is the main goal or purpose of this email? (e.g., introduce a product, schedule a meeting, follow up on a conversation):
  • What is the key message or value proposition you want to convey in this email?:
  • What tone or style would you like the email to have? (Picklist: Formal, Friendly, Persuasive, Informative, Urgent, Appreciative, Apologetic):
  • Are there any specific points or talking points you would like the email to include?:
  • Is there a specific call to action you would like to include in the email? (e.g., schedule a demo, download a resource):
  • Are there any recent news or events related to the recipient or their company that we can reference?:
  • Is there any other information you think would be helpful for the AI to know?:

Email Sequences

• Emails will be assigned to the email sequence owner. 
• If you create an email sequence record and assign it to a user, the emails sent will be assigned to the email sequence owner. Here, the email sequence owner is the CRM user who actually triggers the email sequence.
  • Note: Earlier, the emails were assigned to the account owner.
• Example: Create an email sequence and assign it to a CRM user. When the email sequence is triggered and emails are sent, these emails will be listed under the assigned user’s name in the Contact record.

Module Designer

• Shortcut to add an Entity module from the Module Designer.
• You can now easily create an Entity module from the Module Designer just like how you would create an Extension module.
• In the Choose the type of module to create window, select the Entity Module and click Create. This will redirect you to the Module Builder Create step. 

Ozonetel CAServices integration

• You can now integrate Ozeonetel CAServices with Vtiger CRM.

Phone Calls module

• Duplicate prevention for the Office Phone and Mobile fields. 
• On the Duplicate Prevention page, you can enable duplicate prevention for Office Phone and Mobile fields. You can add the trailing digits that should be checked for duplicates. The selected number of digits will be used to check for duplicate records associated with phone numbers. 
• The system will check with the following conditions:
  • Consider as duplicate only if all of the unique fields match
  • Consider as duplicate if atleast one of the unique fields match
• When you import phone numbers and use the Find duplicates option, the system performs a duplicate check on the selected Office Phone and Mobile fields. During the process, the system checks only the number of digits you have selected on the Duplicate Prevention page.
• Note: 
  • Only admins can set up the number of trailing digits. 
  • The check will ignore special characters.
• You can change the number of the last digits during the import and find duplicates process.

Inventory modules - Tax Type field

• Option to set Tax Type as Read/Write only in the Line Items block of the Inventory module.
• You now have the option to set the Tax Type field to Read or Read/Write at the profile level in the Line Items block. This will help you restrict your team members from changing or selecting item-level taxes when you want to use the Group Taxes field. 
• You can change the settings in Settings > Tax Management.

Signature Module

• Capture the customer's signature and save it as a document.
• When a customer signs on a mobile, tablet, or any other device using the Detail view widget in Contacts, you can save the signature as a file in Documents. 
• For example, assume your service representative is at a client’s place providing maintenance service for their laptop. A job card is generated in CRM for this job. When the customer signs the job card, their signature is captured in the CRM. 

9.24.6.1

Feature(s)

Field Validation Rules Add-on for the One Professional edition

• Field-level validation helps ensure that the values entered are valid. You can configure validation rules for each field and improve data quality. 
• Add-on Details:
  • Price: $75 per month
  • Availability: Professional Edition (One, Sales, Help Desk)

Layout Designer Booster Pack

• Layout Designer is now free for all editions with the following limits.
  • Pilot, Growth, Starter (Sales, Help Desk, One), Developer, Learner - Limit 3
  • Professional (Sales, Help Desk, One) - Limit 5
  • Enterprise and AI edition (Sales, One) - Limit 10
• Layout Designer is also available as a Booster Pack for those who want to increase the number of edition-specific limits on the number of layouts they can add. 
• Add-on Details
  • Name: Booster Pack for Layout Designer
  • Price: $10 per layout
  • To use the Booster, you must install the Add-on and then increase the quantity for this booster to 3 from the Billing page. 

Enhancement(s)

Layout Designer UI Changes

With the new changes (listed below), you have flexibility in designing custom layouts.

• Related Lists
  • The Related Lists block is between the Fields and Widgets blocks, and each related module is displayed as a component inside the block. For example, if you create a custom layout for the Contacts module, related modules like Organizations, Deals, Sales Orders, etc., will be displayed. You can choose the module you want to add. 
  • If you add a new relationship between modules, all these related modules will appear in the Layout Designer. If you delete the relationship, it won’t appear in the Layout Designer.  
    • Note: A Related list, once created, cannot be deleted from the Layout Designer. For example, assume you have added a custom module related to the Contacts in the Layout Designer. The custom module will still appear in the Related module list even after you delete the relationship between these two modules.
  • The Basic block now contains the Horizontal and Vertical Tab components. Each tab has Fields, Related lists, and Widgets. 
    • You can add related lists, widgets, and fields under each tab.
  • You can also choose how you want to see the related lists - in the List format (new UI) or the card format (old UI).
• Tasks module - You can add Subtasks from the Subtasks widget in the Layout Designer.
• Details View 
  • Earlier, you could display record details with the Details icon/widget in the Summary View. 
  • With the new changes, you have the following two widgets to display data:
    • The Details widget will display all the details for a record.
    • The Compact Details widget will display compact details (fewer details).
  • Icons widget: The Icons widget allows you to add icons by simply dragging and dropping them. You can also click the Setting icon to choose which icon to display.
• Inventory -The Inventory Print Preview widget displays the Print Preview, the Print Button, and the Print Template tabs. 

List Filter Search

• Select all options in the drop-down of List Filter Search
• If there are more than five values in your List, the Select All option will let you select all the values in the List, including the ones below the Show More option.

Module Designer

• Option to delete a UI component added to the Module Designer.
• You can use the Delete button in the Module Designer to delete a UI component you have added.

Ozonetell Integration

• Use Vtiger’s API to assign an incoming call from a known contact to the agent assigned to the Contact. 
• It will help you receive and assign Ozonetell calls to an agent assigned to the caller (Contact). If the owner of a contact record is unavailable, the call is routed back to the support team.

Prompt Builder

• The Prompt Builder screen has been updated with a new UI - right from Calculus AI icons for the GPT response window. 
• The Calculus AI icon has changed.
• All prompts are now shown on the screen, and all it takes for you is a simple click to select a prompt and display the response. Previously, prompts were shown in a drop-down list.
• Once the response is generated, the screen displays the following three options:
  • Copy
  • Regenerate
  • Actions ( Which has more options to regenerate the response in a specific manner )
• Limitations
  • The Prompts displayed are related to the module you are using.
  • The Prompts are displayed depending on the Mode (List View or Record View). For example, if you have configured a prompt for the List View, it will not show up in the Record Summary View.
  • You cannot enter custom queries. 
  • If a prompt has additional information, you can enter it only once. 
  • Case replies will not consider previous emails when generating questions.

Reports

• Option to add Record Currency as a condition in Reports and Lists.
• This will:
  • Allow you to add Record Currency as a condition when creating a report or as a condition in a List 
  • Display all the currencies you can select in the system when you select record currency in a report. 
  • Let you create a list and add a condition for the Record currency column in this list. 
    • Note: Deleted currencies will not be displayed in the drop-down while creating a report or list.
    • Enable you to add the Record currency (Deal, amount, inventory, any multi-currency fields) field as a condition in Report and List conditions. For example, the Inventory module with quotes and invoices (which have Item-level currency) will display both options.
• This Record Currency field will be available to add as a condition in all multi-currency modules.

RTL Support for Hebrew, Persian, and Arabic languages

• RTL is supported in the following features in the CRM:
  • List view
  • Detail view
  • Summary view
  • Quick create view
  • Edit view
  • Dashboard
  • Reports
  • Tasks and Events
  • Documents module
  • All actions in the above modules
  • Dropdowns, date fields popup, currency fields and country code in phone number, grid fields

Sales Order

• Order Date field in the Sales Order 
• A new field called the Order Date is available for sales orders in the Sales Order Details block. It is mapped with the Tally Sales order field, and the due date selected is synced with the due date in Tally and vice versa.
• The current date is filled by default on the day you created a sales order.
• It supports all 3 date formats, but the format shown depends on My Preferences > Calendar settings. The date selected will sync to the Tally date irrespective of the chosen format.
• Other features
  • The first item's due date is copied to the Vtiger Sales order Due date field.
  • From Vtiger to Tally, the Due date field value is sent to each line item’s due date in Tally.
  • From Vtiger to Tally, the Order date is mandatory for Tally sync instead of the due date.
  • From Vtiger to Tally, the Order date will be skipped if it is filled out or removed from the sales order.
  • The Order date field is allowed for all automated tasks - Workflows, Process Designer, and Approvals.

Signature Field Type

• A new Field Type in the Layout Editor, Signature, will help you capture signatures electronically.
• Would you like your customer to electronically sign work orders on-site or on the field? It will be easier to capture signatures and ensure they are automatically available in the CRM.  
• Users can sign with their fingers on the touchscreen of a mobile or tablet or with the mouse. Once the user, customer, etc., signs, you can click the Done button to save the same signature as an image in the record.
• The Signature field is available in the Create View, Edit View, Details View, List View, etc., as a pop-up window for users, customers, etc., to sign. 
• The signature field is available as a default field in the below modules:
  • Invoice
  • Quotes
  • Sales Order
  • Purchase Order
• Consider this example. Once service is completed as per the assigned Work order (WO) and the WO status changes to complete, you can generate an invoice from the WO and get the customer's signature at the site. 
• Note: The Signature field is a write-once field and cannot be edited.

Tally

• The GSTIN field is now available in Sales Orders & Invoices (if you install the Tally add-on).
• Sync process
  • Vtiger to Tally - You can send GSTIN details of a related organization along with the sales order and invoice from Vtiger to Tally.
  • Tally Sync - You can sync the GSTIN field from Sales Orders to Sales Orders and Invoices to Sales Vouchers in Tally.
• When an Invoice is generated from a Sales Order, the GSTIN details are automatically updated in the Invoice GSTIN field.
• When you create a sales order or invoice and select the Organization, the GSTIN will be automatically copied from Sundry debitors and organization. It will also be reflected in the Party details pop-up window.
  • Note: When you generate a sales order in Vtiger for an organization with a GSTIN number and then synchronize the sales order with Tally, the GSTIN number doesn't appear in the Party details of the sales order in Tally.

Tally

• Sales order and Invoice field mapping from Tally
• Certain extra fields in Tally > Sales Orders were unavailable in Vtiger. 
• The following fields are now available in Vtiger CRM, and during the sync process, field details will be synced from Vtiger to Tally and vice versa.
  • Order Details
    • Mode/Terms of Payment - Used to define payment terms like 50% Advance, 50% After delivery, etc.
    • Other References - Used to define references such as customer PO number, etc.
    • Terms of Delivery - Delivered at customer godown.
  • Dispatch Details
    • Dispatch through - By Road, By Air, etc.
    • Destination - Delivery at location.
    • Carrier Name/Agent - The name of the agent or carrier who ships the item. 
    • Bill of Lading / LR-RR No. - These are document numbers.
    • Dispatch date -The date of goods dispatch.
  • Exports Details - These details are required for export transactions.
    • Place of Receipt by shipper
    • Vessel/Flight No
    • Port of Loading
    • Port of Discharge
    • Country to
    • Shipping Bill No
    • Port Code
    • Export Date

Tally

• Option to sync adjustments as rounded-off values to Tally
• Currently, adjustments in Vtiger are synced to Tally as sales accounts.
• With this enhancement:  
  • You can provide an indirect expense ledger name to the default adjustment ledger field on the Tally settings page.
  • You will be able to sync adjustments from sales orders and invoices to the ledger name you provided (from Vtiger to Tally).

Tasks - Gantt Chart View

• The Edit icon lets you edit tasks directly from the Gantt Chart View.
• Clicking on the Edit icon for a record opens the edit screen, which displays the quick-create fields for that record.

Xero Integration

• Product and Service name mapping
• You (Admins) can now map Part Number to Name or Code and Product Name to Name or Code on the Settings page.
• How does it work
• If you map the Product name to the Item name, the Part number will be automatically mapped to the Item code.
• If you map the Product name to the Item code, the Part number will be automatically mapped to the Item name.
• If you map the Product name to the Item code, the Product name value in Vtiger will automatically be synced to the item code value in Xero and vice versa.
• Note:
  • For existing customers, the current mapping of Product Name to Item Code will be retained and continue to function until you manually change the mapping. 
  • New customers can map the Product Name to the Item Name, and the Part Number is mapped to the Item Code by default.