Vtiger CRM 4.2 GA - Release Notes
From vtiger.com
July 18, 2005
We are pleased to announce the latest version of vtiger CRM. This release includes many new features and few bug fixes!
New Features
1. Activity Management
- Activity Management
- Manage recurring events (daily/weekly/monthly/yearly)
- Group/Shared calendar to plan meetings with vtiger CRM users without time conflicts
- UI enhancements related to overdue tasks in Activities list view
2. Lead Management
- Capture leads directly from your Web site to vtiger CRM
- Customize Online Lead Form as per your Web site requirements
- Create mailing lists and execute E-mail marketing campaigns
- Add multiple products to the leads
- Customize list of the leads as per users' requirements
- Create fully customizable lead reports
- Lead conversion mapping for all the custom fields
3. Account & Contact Management
- Generate quotes, sales orders, and invoices directly from the accounts and contacts
- Track history of all the products purchased by customers
4. Products Management
- Create Price Books and associate products with Price Books
- Procure products from the selected Vendors list
- Associate Trouble Tickets and Knowledge Base articles with products
- Ability to upload product images for easy identification
5. Sales Quotes
- Track outstanding quotes from the quotes list view
- Add Line Items to the quotes and update sub-total, taxes, adjustments, and grand total amounts
- Select different prices for the same product as per customer segment
- Create printer-friendly Sales Quotes and deliver to the prospect customers through in-built E-mail service
- Create Sales Order or Invoice with a single click from the Sales Quote
- Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect
- Display quotes related to accounts under the related list
- Customize Sales Quote fields as per your organization requirements
- Set up your company information to display your company address while creating PDF documents
6. Order Management
- Streamline organization-wide procurement and fulfillment processes by integrated Order Management with CRM
- Track outstanding orders from the Orders List View
- Procure products from the available Vendors/Manufacturers/Resellers list in vtiger CRM
- Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse
- Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements
- Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders
- Add Line Items to the Orders and update sub-total, taxes, adjustments, and grand total amounts automatically
- Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through in-built E-mail service
- Once the Sales Order is confirmed create Invoice from Sales Order with a single click
- Periodically notify the stock position to the concerned parties in your organization so that stock is always available to fulfill the outstanding orders
7. Invoices
- Track outstanding invoices from the Invoices list view
- Create printer-friendly Invoices and deliver to the customers through in-built E-mail service
- Customize Invoice fields as per your organization requirements
- Add Line Items to the Invoice and update sub-total, taxes, adjustments, and grand total amounts automatically
- Customize Invoice fields as per your organization requirements
- Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the customer while creating invoices
- Associate invoices with the General Ledger account for hassle free book keeping
8. Help Desk
- Manage product-wise Knowledge Base articles/FAQ
- Associate Articles with trouble tickets and products
- Provide public access to the Knowledge Base only after approval
- Update Articles/FAQ in vtiger CRM as based customer suggestions & comments
9. E-mail Integration
- Configure incoming E-mail servers on per user basis. Each user can retrieve his own E-mails