Vtiger CRM Mobile
iOS Universel / Economie et entreprise
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 the 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 the Administrator.
* Dynamic fields in creating & edit forms to simplify forms by showing only the relevant fields.
Quoi de neuf dans la dernière version ?
New
* Redesigned list view record UI to display all header fields
Improved
* Fixed tax calculation issues for new and existing records when switching regions with Tally-imported taxes
* Corrected date and time handling in Calculus AI
* Approvals now display all levels clearly
* Group module filters now show only relevant group values
