Vtiger CRM Mobile 4+

Name: Vtiger CRM Mobile
Author: vtiger

vtiger

Entwickelt für iPad

- Gratis

Beschreibung

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.

25. Apr. 2024

Version 24.4.5

New
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Custom field validations are now supported for text fields.
* Business card scanning is now available for Leads.
Improved
* Fix for phone calls and sms modules not appearing.
* Fixed an issue with Events list view.
* Regional taxes that are set to 0 will not appear in the edit view.
* Restrict Check-in only to the assigned user or group.
* Other minor bug fixes and improvements.

Der Entwickler, vtiger, hat darauf hingewiesen, dass die Datenschutzrichtlinien der App den unten stehenden Umgang mit Daten einschließen können. Weitere Informationen findest du in den Datenschutzrichtlinien des Entwicklers.