Vtiger CRM Mobile 4+

Name: Vtiger CRM Mobile
Author: vtiger

vtiger

iPad対応

- 無料

説明

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.

2024年5月4日

バージョン 24.5.1

New
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Business card scanning is now available for Leads.
Improved
* Fixes issues with Lead conversion.
* A more informative message for duplicate restriction.
* Fix for phone calls and sms modules not appearing.
* Other minor bug fixes and improvements.