Release Notes 2

Enhancement (s)

Products and Services

• You can now use the Search option to look up individual products or services (available as line items). 
• When the products and services you searched for are displayed in a pop-up you can also add them directly from this pop-up. 
• Note: 
  • Different searches you make will retain all the selected items in the line item selection pop-up.
  • Products selected from different pages will also be displayed in the pop-up.

Reports

• You now use the Year to Date filter condition for the date field in Reports 
• This option can be used to generate annual reports with the inclusion of current dates. For example, you can calculate YTD opportunities won or planned visits by fetching records from January 1 to the current date.
• Note: This is similar to the Sort by Date filter available in Dashboards.

Vtiger Mobile App

• You can now check out from a location in the Events module of the mobile app using the Check-out field. 
• When you click Check-out for an event in the mobile app, this field will auto-populate with your location at the time of check-out. Note: The check-out location is tracked automatically and recorded in the Check-out Location field.

Release Notes 1

Enhancement(s)

AI Agents for Scheduled Repetitive Tasks

• You can create AI Agents for repetitive tasks such as generating statistics or actions such as scheduling emails. 
• How does this work:
  • The Settings icon in Ask Calculus AI lets you ask a query and schedule the repeat frequency. Consider the example below.
    • Question -  How many Leads were created yesterday? 
    • Repeat Frequency - Monthly, Weekly, Daily. The day and time should be provided (like Calendar Event Repeat or Recurring Invoice Repeat).
    • At the specified time, the Ask Calculus AI widget displays both the question and answer.
• Feature Limit: Only 5 questions are allowed per user,  that is, every user in CRM can configure 5 scheduled jobs depending on access to Calculus AI. 

AI Agents for Different Tasks

• You can build custom AI Agents with a Parent Task and define related topics and actions. 
• For example, your custom AI Agents can perform the following tasks - get information, create records, update records, get reports, and more. You can also create an AI Agent to perform multiple tasks.

AI Widgets in Record Views

• You can add AI Widgets to a record Summary View from the Settings > Module Layouts & Fields page for specific modules.
• AI Widgets will display: 
  • The Next Best Action on a Case, Deal, Lead, or Deal record.
    • For example, the Show Next Best Action on a Lead might display the following - This lead is highly qualified. Send the introduction email. View AI Draft.
  • Cases that are similar to the Case record you are viewing for easy resolutions.
• On the record page, AI widgets will appear above One View. Multiple AI Widgets on a page will appear as a drop-down. For example:
  • Next Best Action
  • Similar Cases
  • Best Offers
  • Upsell feature
  • Show actions - Copy, View Email, Accept, Reject
• The availability of AI-powered insights on your records will improve productivity and elevate conversations.

Audit Forms and Service Forms

• The UI (interface) for Audit Forms and Service Forms is now simplified with the availability of Picklists. 
• The UI changes:
  • Improve user experience through dynamic field population and filtering only the required data.
  • Save you time and effort.
• For example, the Audit Form will now contain the Audit Date, Branch, Auditor, Brand Name, Zone, etc.

Calculus AI 

• You can now generate reports using conversational language or plain English. 
• You can ask qualitative and quantitative questions through a conversational interface. For example, you can use a simple prompt such as, ‘Generate a report that displays all the Deals assigned to the user Sarah with the total number of Deal records and the total Deal amount’. 
• With Calculus AI-enabled reporting, you can generate data on Deals such as Deal Score, Engagement Score, and Sentiment. 
• This helps you access data quickly and easily so your teams can focus more on selling rather than spending time in the lengthy process of adding filters and conditions while generating reports.

Calculus AI - Agent Chat Screen

• Agent Chat dialog boxes are now available in the Calculus AI widget at a record level.
• You can now direct your queries to an agent if you do not find sufficient information using Calculus AI about the record.
• If agents exist, then custom queries will go to your Agents.

Calculus AI

• Prompt suggestions in the Ask Calculus AI textbox guide users about AI Agent capabilities. As you type your first word, Ask Calculus AI will display suggestions.
• Consider the following examples:
  • Create
    • Create an Event for tomorrow at 11 AM and invite Joe Smith
    • Create a contact for Joe Smith
  • Show
    • Show the deals at risk
    • Show pending approvals in my pipeline
  • What
    • What tasks are assigned to me today?
    • What is the status of my open deals?
  • Call
    • Call my next scheduled lead
    • Call the last customer I spoke with
  • Who
    • Who should I follow up with today?
    • Who has not responded to my last email?

Cases

• You can use the Similar Records option to view records similar to your Case (based on the Case title).
• When a CRM user faces a Case issue unfamiliar to them, they can use this option to:
  • Flag similar tickets to display and review similar records and notes.
  • Resolve their current issue faster.

Contacts (And Leads, Organizations, Partner Contacts, Partner Organizations modules)

• Time zone for your Contacts is now available in modules such as Contacts, Leads, Organizations, Partner Contacts, and Partner Organizations. 
• This ensures that displayed date and time information in automated emails and SMS messages is based on a Contact's specific time zone, rather than the assigned user’s time zone.
• You can configure the Timezone field for Workflows, Email templates, Print templates, SMS templates, WhatsApp, and the Process Designer.

Email 

• The Include Signature checkbox gives you the option of including your signature in your emails automatically by enabling or disabling the checkbox.
• Disabling the checkbox will let you send emails without your signature.

Gantt View

• You can add Business Days to the Gantt Chart feature > View By drop-down to manage your tasks. 
• Selecting this will display only the business hours in the Gantt Chart. Holidays and weekends won’t be displayed in the Gantt Chart.
• You will not be able to schedule or move tasks via the Gantt Chart for weekends, holidays, and non-business hours. 
• This option is available only for Tasks.
• For example, if a task starts on a Monday and ends on a Friday but for some reason, you want to push the end date by a day, you will able to move the task only to next Monday.

Marketing Mailing Lists

• There is now increased visibility and more customization options for Marketing Lists. 
• You can
  • Manually add and remove a subscriber from a Marketing Mailing List. You can use tags to add Contacts to a List.
  • Add Contacts from the Contact, Leads, or Organization screens to a Marketing List.
• In a Marketing List, clicking on a Contact opens the Contact record. On hovering over the Contact, you have the option to remove them from the list. 

Organizations

• You can add multiple addresses on the Company Details page for a Purchase Order via the Company Address field.
• For example, when you select an organization in a Purchase Order and if this organization has multiple addresses then those addresses will be shown in Address Details. 
  • Currently, you can configure multiple addresses for Organizations, Contacts, Leads, and Vendors. 
• Multiple addresses will have the Type picklist in the Create view and will display Company and Other values for the picklist.

Prompt Builder

• The Query mode in the Prompt Builder lets you find relevant information and also include customer or record-specific details to generate personalized responses to queries.
• Consider these examples:
  • What is the performance SLA for list view? 
  • Can we give a refund to this customer? 
• You can add the Query mode in the Prompt Builder > Create Prompt > Mode picklist dropdown.

Storage Guard

• The Storage Guard will list image fields for all the modules where images are available. 
• If an admin adds image fields in a custom module or existing module, the image fields are listed in the attachment section of the Storage Guard

Virtual Module - Oauth Support

• Oauth support is enabled for Virtual modules at an individual user level and group level as well as the application level
• At a user level, each individual can connect to their application using their own individual accounts. For example, Google Calendar or Google Contacts will sync and display details for a user only when they are logged in. 
• At a group level, admins can configure access for the users in the group. For example, the entire billing team can view Xero Invoices or Stripe Payment details using Oauth access.
• You can set user or application-level access when you select the Oauth option in the Data Source Designer.