Hébergement Vtiger

7.0.1
 (version majeure)
27 Septembre - 121MBWith Version 7, we made the CRM simpler and smarter. Vtiger 7 brings a new UI, new features, and several enhancements of existing features.



New Features

Follow and get notified of updates on any record

Smart Reminders to keep in touch and followup

Direct Messages to speed up collaboration

New Helpdesk System with Cases module & SLA policies

Business Hours

Insights on Customer Service giving actionable reports

Viewers on a record



Enhancements

Unified Touchpoints in Contact View - Learn more with all interactions - Meetings, Calls, Emails, Cases, Chats - shown in one timeline

Enhanced Preview - Save time with Touchpoints and Comments added to the quick preview

In Lists, Double-click to edit value - Make changes faster while enjoying spreadsheet like feel within the CRM

In Lists, Add/Remove columns easily

Colored Picklist Values - Find the record you are looking for easily

Multiple Dashboards - Managers love dashboards. Why stop with one! (+ Insights in Ultimate Edition gives deeper analytics)

Many-Many relationships between modules - Do you want to create a new Magazines module and link to Contacts? It only takes a few clicks now.

New Mail Manager - 3 Panel view speeds up easier

Workflows administration is made simpler - See Triggers, Conditions, and Actions from list view.

Agenda View in Calendar

Tasks are one click away with a dedicated page - A simple task manager within the CRM

Smart Help - If you have questions, the answer you are seeking might just be on the Help panel

Sync History for Google, Office 365, Magento, Quickbooks, Xero & Tally - Previous sync details help you find which records are updated and when.

Public Tags

Merge selected records

Configure Header Fields - Yet another thing you can customize!

Thumbnails for Email templates - Easier to identify them from the list

Auto-save of Email Campaigns

Lire la suite: https://www.vtiger.com/docs/whats-new-in-vtiger-7