Added New UI Type Date & Time in Custom Field for vTiger Updates
With Version 7, we made the CRM simpler and smarter. vTiger 7 brings a new UI, new features, and several enhancements of existing features. Here is a quick overview of what you can find in vTiger 7.
New UI:
vTiger CRM is one application used by different teams in your business. Sales, Support, & Marketing team members all use Vtiger for doing their functions. Salesreps zone in on Opportunities and Quotes, while Marketing managers work on Leads, Campaigns, Email Campaigns, Marketing Lists, ..etc. Support team members want to see a prioritized list of Support issues that need to be tackled. And they usually don’t trespass into each others areas. But, when they see a Customer record, each user wants to see all of the interactions with the company.
We kept this in mind when designing the Vtiger 7 UI. Our goal was to show what is relevant to the user, while allowing them to navigate to any area of the product in one click. Modules in your app are always within view, and 1 click away. Modules outside are another click away from the main menu Switching between Apps Tour
The Five Apps:
Related modules are grouped into Apps shown below.
Marketing – Leads, Campaigns, Email Campaigns- Sales – Opportunities, Quotes, Sales Order
- Support – Cases, FAQs, Insights
- Inventory – Products, Services, Invoices, Vendors, Purchase Orders,
- Projects – Projects, Tasks, Milestones
These common modules appear on all the apps – Contacts, Organizations, Social, Phone Calls,
New Features in V7:
- 1. Follow and get notified of updates on any record.
- 2. Smart Reminders to keep in touch and followup – Tour
- 3. Direct Messages to speed up collaboration – Tour
- 4. New Helpdesk System with Cases module & SLA policies
- 5. Business Hours
- 6. Insights on Customer Service giving actionable reports
- 7. Viewers on a record
Enhancements:
- 1. Unified Touchpoints in Contact View – Learn more with all interactions – Meetings, Calls, Emails, Cases, Chats – shown in one timeline
- 2. Enhanced Preview – Save time with Touchpoints and Comments added to the quick preview
- 3. In Lists, Double-click to edit value – Make changes faster while enjoying spreadsheet like feel within the CRM – Tour
- 4. In Lists, Add/Remove columns easily
- 5. Colored Picklist Values – Find the record you are looking for easily – Tour
- 6. Multiple Dashboards – Managers love dashboards. Why stop with one! (+ Insights in Ultimate Edition gives deeper analytics)
- 7. 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.
- 8. New Mail Manager – 3 Panel view speeds up easier
- 9. Workflows administration is made simpler – See Triggers, Conditions, and Actions from list view.
- 10. Agenda View in Calendar
- 11. Tasks are one click away with a dedicated page – A simple task manager within the CRM
- 12. Smart Help – If you have questions, the answer you are seeking might just be on the Help panel
- 13. Sync History for Google, Office 365, Magento, Quickbooks, Xero & Tally – Previous sync details help you find which records are updated and when.
- 14. Public Tags
- 15. Merge selected records
- 16. Configure Header Fields – Yet another thing you can customize!
- 17. Thumbnails for Email templates – Easier to identify them from the list
- 18. Auto-save of Email Campaigns
Reference: https://helpdocs.vtiger.com/docs/whats-new-in-vtiger-7
Let us know if you needs more information on this
Do You Need More Information ?
For any further information / query regarding Technology, please email us at info@crmtiger.com OR call us on +1 630 861 8263, Alternately you can request for information by filling up Contact Us
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