vtiger CRM Start up Courses

on the 14th of June 2012 / 20th of September 2012 / 29th November 2012

Sign up today for the next vtiger CRM Course in Germany, offered by Different Solutions.

Target of the Course:
The aim of the course is to impart knowledge of the application that are necessary for implementing a successful CRM project with vtiger CRM in your organization.

Who should attend:
For all those, who want to introduce the vtiger CRM in your business, especially for professionals in marketing, sales, customer support, support, IT Consulting. The seminar will be conducted by Different Solutions.

Details on the vtiger CRM Course
Read more

Add related module field variables to email templates
A new selection box in the email template creator enables you to include data from related module fields. ( video )

New “forecast amount” field
The new “Forecast Amount” field in the opportunities module forecasts the closing value of the opportunity based on the estimated dollar value and probability of closing. ( video )

For a full list of enhancements and bug fixes click here

vtiger CRM for iPhone (v1.2) now includes:

• Import any CRM contact from your vtiger CRM app straight to your iPhone’s address book
• Create, edit and view CRM records including contacts, accounts, leads, tickets, and more
• Alerts – get notifications about upcoming tasks, potentials, tickets, and more
• Click to call – select a contact and click on the phone icon to call them
• Offline access – access your CRM data and update it even when your phone is not connected to internet
• Card scanning – automatically extract the text from photographed business cards and use it to create new contacts, leads or accounts.

Try the vtiger CRM integrated iPhone or Android apps!

You may download the Windows program from the vtiger Forge.

The following are the key highlights of the release:

Usability Enhancements in 5.4.0

1. Simpler Top level menus that can be configured using the new Menu Editor
2. Simpler UI for creating custom filters
3. Convert Lead UI has been redesigned to be more flexible
4. Import Feature enhanced to reduce failures
5. Ability to select records across pages for Mass Edits or Bulk Emails
6. Account module has been renamed to Organizations and Potentials module to Opportunities
7. Easy access to hidden default widgets on home page.

Following are some notable features in 5.4.0 

1. Workflow module allows automatic creation of records
2. Track who changed what with ‘View History’ for each record in the CRM
3. Webforms module enables easy integration of web-to-lead capture forms on any website
4. Create custom charts and add to Home page
5. Customer Portal has been made more customizable
6. vcard Import for Contacts and Leads
7. Include Comments in Leads and Contacts Reports
Please try out this version and email us your feedback to support@vtiger.com.

vtiger CRM 5.4.0  downloads :
vtiger CRM EXE : vtiger CRM 5.4.0.exe
vtiger CRM Source : vtiger CRM 5.4.0 . tar.gz
vtiger CRM Bin : vtiger CRM 5.4.0.bin

Customer portal – vtiger CRM customerportal.zip
Firefox Extension : vtiger CRM Firefox Plugin
Microsoft Word Plugin – vtiger CRM Word Plugin.exe

Documentation : http://wiki.vtiger.com

Release Notes : vtiger CRM 5.4.0 release notes

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

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

To Report Issues:  Please send email to support@vtiger.com or report on trac

Migration :
vtiger CRM 5.4.0 includes a migration wizard to help upgrade from versions 5.0, 5.1, 5.2, 5.2.1 or 5.3.0. Please refer to the migration manual below for additional details. In case, you are looking to upgrade from 4.x, the migration path to 5.4 is covered in the document .
Migration Manual

Usability Enhancements in 5.4.0

1. Simpler Top level menu, which can be configured using MenuEditor
2. Simpler UI for creating custom filters
3. Convert Lead UI has been redesigned to offer flexibility to users
4. Import Feature has been enhanced to make it robust
5. Ability to select records across pages, for Mass Edit or Bulk Email
6. Account has been renamed to Organization, and Potential to Opportunity
7. Easy access to hidden default widgets on home page.

Following are some notable features in 5.4.0 RC release

1. Workflow module has been enhanced to allow you to create records automatically
2. Track who changed what with ‘View History’ for each record in the CRM
3. Webforms module to easily integration forms on your website with vtiger CRM
4. Create custom charts and add to Home page
5. Customer Portal enhanced for creating better customized settings
6. vcard Import for Contacts and Leads
7. Include Comments in Leads and Contacts Reports

Please try out this version and email us your feedback to support@vtiger.com. We expect to release the 5.4 GA version before the end of April.

vtiger CRM 5.4.0 RC downloads :

vtiger CRM Source : vtiger CRM 5.4.0 – RC. tar.gz
Customer portal : Customer Portal Plugin
Firefox Extension : vtiger CRM Firefox Plugin

Documentation : http://wiki.vtiger.com

Release Notes : vtiger CRM 5.4.0 RC release notes

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

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

To Report Issues:  Please send email to support@vtiger.com or report on trac

Note :  This is release candidate and not encouraged to be used on production server.

Keep Voting! vtiger CRM joins Salesforce and SugarCRM in Final 4 of CRM Madness competition.

Thanks for the continued support.

It feels great to share the news that we have made into “Final 4 ” round of  CRM Madness competition of Capterra.

Please continue to cast your vote at http://crmmadness.capterra.com for vtiger. You can vote once every day.

Regards,

vtiger Team

Thanks to all of you for standing beside us, we have now entered “Elite 8″ round at CRM Madness by capterra and facing Act!

We need your continued support to showcase the strength and get into next round of challenge.

Please continue to cast your vote at: http://crmmadness.capterra.com  for vtiger.

Regards,

vtiger Team

Please cast your vote at http://bit.ly/GJ6ars today.

Regards,
vtiger Team