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Vtiger CRM

24.06.01 by Vtiger Systems
Jun 7, 2024 Old Versions

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About Vtiger CRM

Vtiger CRM is designed for users of Version 9 of Vtiger CRM Cloud edition

Key Features

* Agenda for the day

* Real-time notifications

* Meeting & Task reminders

* Quotes or other records that require your approval

* Messages that mentioned you or groups you are in.

User Actions

* Check-in feature with geo-fence tracking.

* Navigate feature to get directions to meeting location.

* Scan business cards

* Accept/Reject approval requests

* Add comments and mention colleagues/groups.

* Add list shortcuts to home page.

* Viewing your contacts, deals, and all CRM records (except Settings)

* Creating or updating all CRM records (except Inventory modules)

* Attach Vtiger documents or from the device to Emails sent from Vtiger 360.

* Customize the App menu.

* Calendar View

* Tasks View

* Kanban View for Deals and Tasks

* View Contact or Organization profile scoring on a scale of 1 to 5 stars based on scoring matrix configured by Administrator.

* Dynamic fields in creating & edit forms to simplify forms by showing only the relevant fields.

Note: This app only supports the cloud version of Vtiger. Please visit vtiger.com to signup for an account.

What's New in the Latest Version 24.06.01

Last updated on Jun 7, 2024

New
* Added a new Signature field type.
* You can now share links to records or comments from the detail view.
* Added support for Chart of Accounts.
* Added Multi-document upload.

Improved
* Added support for custom validators in numerical fields.
* Fixed an issue when creating a mobile call event.
* Fix issues with Personal Whatsapp message save.
* Fixed an issue with tax calculation.
* Other minor bug fixes and improvements.