Release Notes 2

Features

ICS SMS Provider

• You can now integrate the ICS SMS service provider with Vtiger CRM to send your SMS messages. 
• A new Add-on called ICS SMS Provider is available for this integration.
• This SMS provider integration requires the same setup as other SMS service providers. 

Enhancements

Calendar

• You can now configure and display the working days for your business or Business Days in the Calendar View from Settings > Business hours > Working Days. This is available for the Events and Tasks modules.
• You can display the dates on your Events or Tasks calendar by using the Business Days option. 
• Clicking on the Dates filter will display records by showing only the business days.

List View

• The Assigned-to dropdown in the List View search and filter will display only those CRM users based on Sharing Rules and Custom Sharing Rules. The system will display only those records shared with the CRM user. 
• This is possible if you enable a flag (toggle) to display users in the Assigned-to based on the Sharing Rules and the Custom Sharing rules. This update will restrict the list based on the user permissions.
• By using Sharing Rule restrictions, you can ensure that data remains confidential, and users will be able to view records that they are authorized to work with.

Module Management

• The Change Parent App toggle lets you (Admins) move any custom module between apps. For example, if a custom module is in the Support app, but needs to be accessed and edited by users restricted to the Sales app, the module cannot be moved via Module Manager.
• This functionality is also available for default modules like the Sales Orders module. You can reassign these modules to different apps as per organizational needs.

Partner Portal

• Customization of the Partner Portal.
  • You can now customize the Partner Portal using a JS file. The Parter Portal Settings page contains an option for the JS file URL customization, called JS URL for custom scripts.
  • The code available from this URL enables custom modifications to the portal.

• Making the Export option visible.
  • Checkboxes in the List View let you select or unselect records.
  • You can now make the Export option visible only if you select one or more checkboxes, and only the selected records will be exported.

Scheduled Reports

• You can receive Scheduled Report emails with attachments that show only your records. This will help you quickly review relevant data without logging into the CRM.
• The system will generate scheduled reports based on the CRM User (report owner) permissions. The attachment(s) will include only the records and fields that you can access. 
• This ensures that data visibility respects role, sharing rules, and field-level access defined for a specific user.
• Clicking on the Schedule report will display this option: Run Report As. Admins can select any user. Non-Admins will display the current user and the users who are on a lower role hierarchy.

Tally Integration

• Sync On Account, Advance, and Outstanding Balance Fields From Tally to CRM.
• Tally includes multiple payment types such as On Account, Advance, Against Ref, and New Ref. The CRM will now display these values inside the Organizations (Accounts) module under a section called Tally Block with the following four fields:
  • Total On Account
  • Total Advance
  • Total New Ref
  • Total Unapplied Balance
• During the sync process, these values will be synced from Tally to these values in the Tally block. The aggregated values for On Account, Advance, and New Ref are synced and show the total as Total Unapplied Balance.
• Sync process:
  • The 4 fields in the Tally Block will always reflect the latest values from Tally during each sync cycle.
  • Only invoice-linked payments will be created as payment records in CRM.
  • Payments in Tally of type On Account, Advance, New Ref → No payment record will be created in CRM. 
• This ensures accurate and transparent financial tracking inside CRM.
• Note: Previously, only payments linked to invoices would get synced to CRM. For payments that were not linked to any invoice (On Account, Advance, New Ref), CRM would not create individual payment records.

Taxes

• The Apply for all items option lets you apply taxes for all line items when you select the individual taxes (tax for each line item). 
• For example, if you are using the Individual tax mode, the system applies tax for the product. If you change the tax percentage for one Item, the system displays the ‘Apply for all Items’ option. You can use this option to apply the same tax percentage to all Items for which that tax is enabled.
• This option is available in the following modules: Quotes, Invoices, Sales Orders, Purchase Orders, Work Orders, and Credit Notes.

Release Notes 1

Enhancements

Process Designer - Live Chat

• You can now configure the Live Chat module in the Process Designer.

Tally

• The Tally Outstanding Balance field in the Organization module has been changed from a Text type to a Decimal type field. 
• You can add the Tally Outstanding Balance field to reports and charts so you can calculate and generate Sum, Average, and Count values.

Tally

• Do you add item descriptions to your invoices in Tally? 
• Now you can use the  Enable Custom Description Sync (Yes/No) button to ensure that the description also syncs along with the invoice from Tally to Vtiger. You can turnt this setting on or off based on your business requirement.
• When this setting is turned on:
  • The custom line item description entered in Tally invoice directly maps to the Line Item Description field in Vtiger CRM.
  • For each line item, the synced description appears in the Invoice detail view and PDF templates.
• Note: If a line item in Tally does not contain a custom description, it will display the Product Master description in Vtiger.

Partner Portal

• Enhancement to the RTE field (like the Description field) in the Partner portal now supports the following actions that you can perform:
  • Bold
  • Italic
  • Underline
  • Strike
  • size
  • Bullet points
  • Indentation
  • Link
  • Unlink
  • Remove format
• Apart from text, you can post an image or a table in the textbox.