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
* Event checkout now allows selecting any closed state status.
* Multi-select is now supported in list view.
Improved
* Records can now be edited if CPQ modules is uninstalled or discount is removed.
* Picklist selections now show in a bottom sheet when there are more than 10 options.
* Sync settings will reset to default after each new login
* Fixed menu issues where some modules were not visible
* Fixed Calculus AI related issues
