vtiger CRM On Demand June Update: New Inventory Import/Export Features, Email Reports, Currency Field Options, and More!
Posted: Mon Dec 23, 2024 5:54 am
We are pleased to announce the release of the June update of vtiger CRM On Demand. In this month's update, we have focused on some of the most requested features from our community (if you have a request, feel free to let us know on our forums at ) Highlights of this month's update:
Feature - Support import and export of invoices, sales orders, purchase orders and quotes Video
Import and export of inventory related taiwanese phone number format records (invoices, sales orders, purchase orders, quotations) is now possible using CSV files.
Feature - New report type now includes summary statistics for emails. Video
You can now create reports for contacts, accounts, leads, and vendor modules to display the access history of emails associated with records.
The Email Marketing report group has been added to the Reports module home screen and includes a list of default email report types for email marketing.
Reports can now be filtered by access count for Contact, Account, Lead, and Supplier modules.
Improvement - Increased the number of possible digits after the decimal point from 2 to 5 in currency fields. Video.
The currency decimal separator now accepts up to 5 digits after the decimal point. Field lengths can be configured in the My Settings area and apply to all currency fields in vtiger.
Feature - Support import and export of invoices, sales orders, purchase orders and quotes Video
Import and export of inventory related taiwanese phone number format records (invoices, sales orders, purchase orders, quotations) is now possible using CSV files.
Feature - New report type now includes summary statistics for emails. Video
You can now create reports for contacts, accounts, leads, and vendor modules to display the access history of emails associated with records.
The Email Marketing report group has been added to the Reports module home screen and includes a list of default email report types for email marketing.
Reports can now be filtered by access count for Contact, Account, Lead, and Supplier modules.
Improvement - Increased the number of possible digits after the decimal point from 2 to 5 in currency fields. Video.
The currency decimal separator now accepts up to 5 digits after the decimal point. Field lengths can be configured in the My Settings area and apply to all currency fields in vtiger.