Vtiger CRM Mobile 4+

Name: Vtiger CRM Mobile
Author: vtiger

vtiger

Osmišljeno za iPad

- Besplatno

Opis

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.

13. kol 2024.

Verzija 24.8.3

New
* Added Write with AI option to the email composer
* Edit view will now scroll to any invalid fields to show them.

Improved
* Fixed an issue with Lead Conversion.
* Fixed available options for Call logging.
* Added a picker for the gateway to use while making a call.
* Fixed an issue when saving RTE fields from One View.
* Fixed an issue with attachments in Case replies.
* Other minor bug fixes and improvements.

Developer vtiger naznačio je da prakse privatnosti aplikacije mogu obuhvaćati rukovanje podacima kako je ispod opisano. Za dodatne informacije pogledajte pravila privatnosti developera.