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Home » vtiger CRM On Demand kicks off new year with more enhancements

vtiger CRM On Demand kicks off new year with more enhancements

Last Updated: January 10, 2012

Posted: January 10, 2012

We are pleased to begin the new year by introducing the following feature enhancements and usability improvements. These were included in the latest update of the On Demand service (deployed on Jan 7th).

Feature Enhancements

‘View History’ of a record

See a timeline of the changes made on a record, by using the ‘View History’  feature.  Know which field is changed, by whom, and when while seeing its present and earlier values.

‘Create Record’ feature in Workflow

Until now, workflows only supported the ability to automate email notifications and event creation. Now, one can automatically create other types of records (Tickets, Contacts, Potentials, Project Tasks,..) through workflows. For example, this feature can be used to automatically add Project Tasks when a new Project is created.

Faster and Better Import functionality

We redesigned the import program to reduce the import time and make it more robust. For example, you can now import 1000 records in less than 1 minute.

Webform integration is now more easier

A new module has been added to help with the creation of webforms that can be easily embedded into your websites. The webforms are tied into vtiger CRM to create Leads in vtiger CRM automatically when the form is submitted.

 

Usability Improvements

Improved Contextual Help window

You can now reposition the page help widget anywhere in the window. We also added the links to the documentation, videos, and FAQ section to this window.

Unified interface to manage scheduled jobs

From the Scheduler page, Administrators can now control how frequently jobs such as Workflows and Mail Converter should run.

Please click here [link removed] for a full list of enhancements and bug fixes in the January Update.

Documentation: http://wiki.vtiger.com.

For Videos : Click Here [link removed]