Release Notes 2

Enhancements

Cases Module - Duplicate Prevention

• Option to check closed records for duplicates in the Cases module
• A new checkbox, Check closed records for duplicates, is now available to prevent the creation of duplicate records. When you enable this checkbox, the system will check for both open and closed records.  
• A new checkbox, Check closed records for duplicates, is now available to prevent the creation of duplicate records. When you enable this checkbox, the system will check for both open and closed records.  
• Example: Consider this example for the Cases module. 
  • You configure the Title as a duplicate prevention field. When you create a Case with the title Refund Transaction Failed:
  • The system displays a duplicate warning if an Open Case with the same title already exists.
  • The system does not display a duplicate warning, and a new Case is successfully created if only a Closed Case with the same title exists.

Inbox

• Ability to unassign an email from the current owner.
• You unassign an email from the current owner, making it available for reassignment within a group. 
• Once unassigned, the email automatically moves to the Unassigned folder, so users can pick it up. You can use the Unassign drop-down option only when an email is assigned to a user.
• The Unassign option is available only when the email has not been attempted. This means no reply has been sent from the email ID.
  • Note: Unassigning an email ID could lead to incomplete context or duplicate responses from another user.

Invoices

• Invoice ID numbers will now appear in the first column of an invoice, making it easy to identify invoices by their IDs.

Payment

• Option to attach the related invoice PDF while sending payment links
• The ‘Attach Invoice PDF along with payment link?’ checkbox option lets you automatically attach the related Invoice PDF while sending a payment link.
• Currently, you have to manually generate and download an invoice (PDF) and attach it separately in the email composer. 
• When you select this checkbox, the system displays the following additional fields: Invoice Subject, Invoice Number, and Invoice Template (displays all active Invoice print templates).
• You can select the desired Invoice template and click Send. Upon clicking Send, the system will:
  • Generate the Invoice PDF using the selected template.
  • Open the email composer with the existing Payment Link email template.
  • Automatically attach the generated Invoice PDF to the email.
  • Allow you to send the email containing both the payment link and the invoice PDF.

Storage Guard

• JPG is now a supported file format filter in Storage Guard.
• You can now use the search for or filter .jpg files in the Storage Guard.

Tally Integration

• New fields are now available in the Products module - Sync Alternate Usage Unit and Alternate Unit Price fields for syncing.
• For a product, you can now sync and update the Alternate Usage Unit, Alternate Unit Price, and update Qty/Unit fields between Vtiger and Tally.
• This will help you create Quotes and Sales orders where you can see the Unit price and the Usage Unit price.
• Details
  • 2-way sync > Alternate Usage Unit (Vtiger CRM) with Alternate Unit (Tally)
  • One-way sync > Number of Alternate Units (Tally) with Alternate Unit Price (Vtiger CRM) 
  • One-way sync > Qty/Unit Field (Vtiger) will be updated from the Alternate Unit Number field (Tally) during Product sync 
• Note: 
  • Qty/Unit is updated when the Alternate Unit configuration is modified in Tally. Qty/Unit is overridden by Tally value after configuration change.
  • Manual changes to Qty/Unit in Vtiger will not sync to Tally. 
  • Qty/Unit values are populated for newly synced Products.
  • Product Sync logs will record successful update entries for Alternate Usage Unit, Alternate Unit Price, and Qty/Unit fields.

Tally Integration

• You can view company-wise dashboard reports with a direct dashboard-level filter option called Tally Company.
  • Note: This filter is available only if you have installed the Tally Add-on.
• You can apply this filter across all dashboard Pinned reports. 
• This filter will work for a custom report (type: chart) for the following modules
  • Organization
  • Invoices
  • Products
  • Purchase Orders
  • Payments
  • Potentials
  • Quotes module
  • Receipt Notes
  • Sales Orders
  • Vendors