April Release Notes 1

Enhancements

API Designer

• The following enhancements have been made to the API Designer with regard to the Inventory module.
  • If you create an Inventory record with a Product Name for a line item that already exists, the API links that product to the Inventory record without requiring the Product ID.
  • If the Product Name you provide in the Line Item block does not exist, the CRM will automatically create a new product with the given name and link it to the Inventory record.
  • The CRM allows you to link multiple line items to existing products based on the Product Name (without needing Product IDs).
• This is beneficial since:
  • You may not always have the Product ID readily available, but the Product Name is usually easier to identify.
  • Creating records and managing products becomes easy.

Audit & Service Templates

• You now have a new question type, Star Rating, in Audit & Service Templates. This option is included in the Question block of the templates and will let users rate audits, services, or content using a 5-star scale. 
• The Star Rating Question type will display 5 stars by default when added to the template.

Calculus AI

• You now have the option to customize AI Suggestions in the Ask Calculus feature. This will help you customize suggestions that align better for different instances and business needs. 
• Admin users can use the  Customize button to add or modify the default suggestions.

Cases

• You can create a Case from the Partner Portal without linking a Contact, provided a Partner Contact is linked to it. That is, the Contact name is optional while creating a Case (in the Partner Portal). 
• Note:
  • The Partner Contact is auto-populated in a Case for customers linked to partners. 
  • Cases won’t be displayed in the Partner Portal if the Partner Contact and Partner Organization fields are blank. 

Cases 

• You can now publish your comments to the Partner Portal > Cases module with the Post and Publish to Portal option. This option is available for other modules related to the Partner Portal.
• This is beneficial as Partners handle many cases, and CRM users need to publish comments in the CRM that can then be seen in the Partner Portal.

Delivery Notes

• You can add additional products to a Delivery Note - products which are not listed in the original Sales Order. This will help you deliver multiple products from different Sales Orders in the same Delivery Note.
• Current Case: When you are delivering a product along with its Delivery Note, you may also want to deliver products that are not in the original Sales Order. This will require you to update the Sales Order and make the other Product a part of the Sales Order and add it to the Delivery Note.
• Note:
  • As per Stock Management settings, if you need to reduce the Quantity in stock in the Delivery Notes, the CRM will reduce the quantity for the additional product that you select. 
  • The Unit price and Purchase cost from the Product get auto-copied to the Delivery Notes to the List price fields.

CSAT Survey

• Survey responders can respond once or multiple times to your CSAT Survey, depending on the settings you choose. 
• You can allow responses to be submitted only once by default. Once a response is submitted by the responder, the CRM will not accept a second submission.
• You can allow multiple responses to be submitted by using the Allow Multiple Submissions checkbox while creating the survey. This option will be available in the Detail View of the record.

Email Campaigns

• Want to learn about your email campaign's click data? 
• You can now generate detailed insight into individual click activity for your email campaigns, including the identification of users who clicked each link, along with the number of clicks.
• You can view the following details for the events associated with an Email Campaign (Regular and Auto-responder). 
  • Unsubscribes: Clicking the Unsubscribed On column will display details for unsubscribed customers.
  • Bounces: Displays the details for both hard and soft bounces.
  • Clicks: Clicking the Count displays the details about the clicks on your campaign.
  • Opens: Clicking the Opens option displays the number of emails opened.

Inbox

• You now have the Undo option for your emails sent from the Vtiger Inbox. 
• Clicking the Undo button will cancel the send action and return the email to draft mode for further edits. This helps you correct email content if you notice a mistake or write additional content by retracting the email after clicking Send.
• You can configure the Undo Send action in the Email Settings page. (CRM > Settings Page > Email Settings). 
• You can also configure the availability of the button for a set duration. That is, the Undo Send toggle will be enabled for, say, 30 seconds, after you have sent an email.

Service Level Agreement (SLA)

• You can now send alert and escalation emails to the recipients mentioned in the Co-owner and User fields in an SLA. This will let you send emails to notify users when a case is violated and to address it promptly.
• You can add the Co-owner field to the Alerts and Escalation drop-down in an SLA policy.

Process Designer

• You can now add a step in the Process Designer to trigger an action on Closed records. 
• Consider these examples:
  • If an Organization is linked to a Deal with a Sales Stage of Closed Won and the Deal date is within 18 months, the Organization status should be set to Existing.
  • If the last Deal is older than 18 months, the Organization status should be set to Lapsed. 

Receipt Notes

• You can add additional products to a Receipt Note when you receive products that are not a part of the original Purchase Order. Current Case: When a vendor adds additional products or materials other than the Products listed in the original PO, you will have to update the Receipt notes with these additional products. 
• Note: The Unit price and Purchase cost from the Product gets auto-copied from the Receipt Note to the List price fields.

Workflows

• You can now use the Datetime and Time fields to trigger Workflows during your business hours. 
• For example, you can trigger a workflow to send offer-related offers only during office hours (between 8.00 AM and 5:00 PM) and not during non-business hours (between 5.00 PM and 8:00 AM).
• You can use these fields for the Process Designer and Approvals with the following four options:
  • Less than
  • Greater than
  • Less than and equal to
  • Greater than or equal to