Official blog of vtiger

Simpler, Configurable Menus and more Usability Improvements in February On Demand update

Raghu Mahadevu — Tue, 07 Feb 2012 07:09:24 +0000

We are excited to bring some new changes that will make vtiger CRM more easier to use. Here are the key changes in this month’s update (deployed on February 4th).

Redesigned Main Menu – Simple and Configurable (video)

We introduced a flat menu to simplify navigation and reduce the number of clicks. Instead of the 2 level menu structure, which was a source of confusion for many users, the redesigned menu only has one level. Key modules are now accessible with a single click. Administrators will be able to configure the menu order using Menu Editor in Settings page.

Lead Conversion is more intuitive

The new lead conversion popup will make it more easier to understand what happens when a lead is converted, and also provide more control (for example, users can choose not to create an Account ).

Hide and Show feature of home page widgets made easy (doc, video)

Default Widgets can now be enabled and disabled from the home page.

Please click here for a full list of enhancements and bug fixes in the February Update.

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

For Videos : http://vtiger.com/video

Regards,

vtiger Team

New Wiki released! – Finding help got easier.

Raghu Mahadevu — Fri, 03 Feb 2012 11:54:07 +0000

In our continuing efforts to improve the user experience with the product, we are leaving no stone unturned. This includes areas outside the product, such as website, forums, and wiki site.

Today, We upgraded our main wiki site and in the process moved to the latest version of MediaWiki. We made changes to simplify the navigation to make it easier to find content. We are also improving the feature and developer documentation.

Collaborative authoring (with community members) will be back up soon. Please give us sometime to get the ground ready for the same.

We welcome your feedback and suggestions.

Note: Old wiki site can be accessed here - http://wiki.vtiger.com/archives

Regards,

vtiger Team

vtiger CRM On Demand kicks off new year with more enhancements

Raghu Mahadevu — Tue, 10 Jan 2012 05:04:24 +0000

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 for a full list of enhancements and bug fixes in the January Update.

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

For Videos : Click Here

Better email integration with Exchange Connector

Raghu Mahadevu — Wed, 04 Jan 2012 04:06:47 +0000

It makes us happy to announce the availability of vtiger CRM ExchangeConnector 2010 add-on for vtiger CRM. This paid extension enables companies which are already using Microsoft Exchange 2010 to easily synchronize Emails, Contacts, and Tasks with vtiger CRM. The Exchange Connector offers a better alternative to the previously available vtiger CRM Outlook plugin, since it doesn’t need to be installed on each users desktop, and is administered centrally.

Key Features:

Synchronization of Contacts, Calendar, and Task through Drag-N-Drop Interface
E-mail Integration

Pricing:

$125 / user (minimum 25 users, includes first year support)

Kindly send your request to sales@vtiger.com for getting the 30day evaluation download.

Please follow the links below to know more about the extension:

Note: We plan to release the Connector for Microsoft Exchange 2007 at a future time.

Wish you happy new year – 2012

Prasad — Sun, 01 Jan 2012 06:09:51 +0000

We wish you a happy and prosperous new year 2012.

Regards,
vtiger Team

Page Help and more usability improvements in December Update

Raghu Mahadevu — Wed, 14 Dec 2011 08:46:39 +0000

We are pleased to introduce key usability improvements in the latest update to the On Demand service. With the Page Help feature we are offering quick tips to users for each module or page in the CRM. The Page Help is translated to the user specified language (under My Preferences ) using Google Translate service.

Users will now be able to enable/disable system notifications through Workflows. This update includes many other usability improvements, feature enhancements and around 20+ bug fixes. Following are some of the notable items in this release.

New Features

Page Help
System notifications (emails) are now configurable through workflows
Support for PDF Maker Extension – Design your own PDF Templates

Usability Improvements

Added ‘Last Modified By’ field
Improved internationalization support
Default file type is made Internal
Display of File Size limit in browse file’s popup
Added Help text on Company Details page
Create View and Edit View of records configured to show the same fields, fields appearing under More Information tab in Create View are now moved to Basic information page
Custom Filters have been made more prominent
Last run time displayed for Workflow tasks
Company Logo is now shown in Customer Portal

Please click here for a full list of enhancements and bug fixes in December Update.

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

Video Tutorials : http://vtiger.com/video

vtiger at OSI 2011 in Bangalore

Prasad — Sun, 20 Nov 2011 10:04:11 +0000

We have setup a booth for next 2 days at OSI 2011 Conference
at Nimhans Convention Center (locate on map), Bangalore.

In case you drop by, find us opposite to the Buffet area

More details about the event here.

Regards,
vtiger Team

OSI Days 2011 – Open Source Conference at Bangalore

Prasad — Sun, 20 Nov 2011 09:55:38 +0000

We have setup a booth for next 2 days at OSI 2011 Conference
at Nimhans Convention Center (locate on map), Bangalore.

In case you drop by, find us opposite to the Buffet area

More details about the event here.

vtiger CRM 5.3.0 released

Asha — Fri, 11 Nov 2011 18:51:53 +0000

We are pleased to mark this date (11/11/11) with the GA release of the latest version of vtiger CRM 5.3.0. This version includes many usability improvements, feature enhancements and around 100+ bug fixes.

Following are some notable features in 5.3.0 release:

User Configurable Time zone
Configurable Currency Delimiters
Mail Manager – A better faster replacement for the Webmails module
Scheduled Reports that can be emailed automatically
Config Editor to change settings
New Outlook plugin – Developed from scratch to work with newer Windows and Outlook versions.
Import enhancements – Auto merge feature during import
Update Fields task in Workflows
Ability to set default values for fields during record creation
Workflow enhancements
Dynamic Picklists – Choices in picklists can be configured based on another picklist
Reports enhancement
Ability to configure Read-Only permission on fields per profile
Custom view advanced filter and List view advanced search enhancement

vtiger CRM 5.3.0 downloads:

vtiger CRM EXE – vtiger CRM 5.3.0.exe
vtiger CRM Bin – vtiger CRM 5.3.0.bin
vtiger CRM Source – vtiger CRM 5.3.0.tar.gz
vtiger CRM 5.2.1 to 5.3.0 Patch – vtiger CRM 5.2.1-5.3.0-patch.zip

Customer portal – vtiger CRM Customerportal.zip
Outlook plugin – vtiger CRM Outlook Plugin-32 bit.exe , vtiger CRM Outlook Plugin-64 bit.exe
Firefox Toolbar – vtiger CRM Firefox Toolbar.xpi
Microsoft Word Plugin – vtiger CRM Word Plugin.exe

Documentation : http://wiki.vtiger.com

Demo links:
http://demo.vtiger.com
http://demo.vtiger.com/portal

Customer portal login credentials:
User name – test@vtiger.com
Password – portal

Migration:

vtiger CRM 5.3.0 includes a migration wizard to help upgrade from 5.0, 5.1, 5.2 or 5.2.1. Please refer to the migration manual below for additional details. In case, you are looking to upgrade from 4.x, the migration path to 5.3 is covered in the document.

Migration Manual

Get involved in developing extensions and assist us in making framework better

raghu — Mon, 31 Oct 2011 07:38:00 +0000

Dear Members,

We are happy to see the increase in number of extensions on our marketplace and new projects signup on forge.vtiger.com .However, several extensions on the marketplace are still not Module Manager compatible.This makes it hard for installation and poses challenge for future upgrade.Our development team is getting ready to take the framework to next-level and enable building extension by community with ease.We plan to use trac.vtiger.com as source of documentation for developers who want to get started with vtiger Development.We appreciate your feedback or challenges that you face while developing extensions for vtiger.