Release Notes 2

Enhancements

Appointment Pages

• A new option, Manage Record Mapping, has been added (collapsed by default) under the Email field in Appointment Invitee Questions.
• The Search existing record checkbox group allows you to select Leads, Contacts, or both modules. The system searches by email, prioritizing Contacts first, then Leads if both are selected. The ‘If no match found, create in’ radio button lets users choose Leads or the Contacts module (single selection) for new record creation. 
• Record creation:
  • The mandatory fields defined in the selected Leads or Contacts module are captured during appointment booking to ensure successful record creation. 
  • When a customer books an appointment, the system links the appointment to an existing record if found, or creates and links a new Lead/Contact based on the selected configuration.

Audit Forms

• You can now set up character limits for questions where the Field Type is text in an Audit form. The default size (between 0 and 255) can now be changed by you. 
• Note: The minimum characters you set up should be greater than or equal to the minimum characters allowed.

Field Sales App - Beat Plans

• You can now track the geographical location, check-in/checkout date, and the time for a Route and Event created from a Beat Plan.
• The Route record captures the following for a Beat Plan when you select the Activity Type as Beat: geo-location, Start Route/End Route Location, and Check-in/Checkout Location.
• With this enhancement, you can track the following for a field sales agent:
  • Where the route started
  • Where did the route end
  • Did the rep check in at the customer's place or somewhere else?
  • Did the rep check out at the customer's place or not?
• This is also beneficial if your field sales agents create an expense record for a Route, and you can cross-check whether the rep visited the places mentioned in the expense record.
• Note: If the field sales rep cancels the event without checking in, then all the fields in the Check-in info block will remain empty with the Event status changing to Cancelled.

Field Sales App - Beat Plans

• You can now format a Beat Plan duration in HH: MM and distances in Kilometers.
• This will help to understand Beat Plans better and avoid confusion when duration and distance are mentioned in a standardized format. 
• Representing time in HH: MM avoids confusion with raw minute values.

WhatsApp Notifications

• Centralizing WhatsApp Notifications in Vtiger CRM for Seamless Navigation
• You can view incoming WhatsApp messages directly inside Vtiger CRM via Alerts and Notifications.
• Once you click the notification, you will be redirected to the Contact’s chat view or Live Chat window to respond.

Release Notes 1

Enhancements

Change Plan Option  

• The Change Plan button allows Exclusive Edition customers to change their plans to One Professional and One Enterprise plans.  
• Note: After upgrading to higher editions, you won’t be able to roll back to the Exclusive edition. Please reach out to Vtiger Support for further details.