Vtiger 7.0.1
27 September 2017
Vtiger version 7.0.1 is now available (major release).
Upgrading to Vtiger 7.0.1
Vtiger 7.0.1 can be upgraded to (or installed) using any of Installatron's products. Use Installatron's optional Automatic Update feature to automatically apply Vtiger updates as new versions are released, or use Installatron's Clone feature to duplicate an existing Vtiger install to test the 7.0.1 upgrade prior to applying it live. Get started managing your Vtiger installations with Installatron
What's New in Vtiger 7.0.1
With 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