* View your agenda for the day. * Get all the important information for a record at a glance with One View. * Get Real-time notifications for actions in the CRM. * Get Meeting & Task reminders. * Review Quotes or other records that require your approval. * View and reply to comments that mentioned you or groups you a part of. * Use Calculus AI + GPT to compose email replies and get insights on your data. (Requires Calculus AI add-on to be installed)
User Actions
* Check-in feature with geo-fence tracking. * Navigate to get directions to meeting location. * Scan business cards. * Accept/Reject approval requests. * Sync your call logs to your Calendar on Vtiger. * Add comments and mention colleagues/groups. * Viewing your Contacts, Deals, and all CRM records. * Creating or updating all CRM records. * Attach Vtiger documents or from the device to Emails. * Calendar View. * Tasks View. * Kanban View for Deals and Tasks.
Note: This app only supports Vtiger CRM Cloud Version 9 and above. Please visit vtiger.com to signup for an account.
Ažurirano dana
25. okt 2024.
Produktivnost
Sigurnost podataka
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Sigurnost počinje razumijevanjem na koji način programeri prikupljaju i dijele vaše podatke. Privatnost podataka i sigurnosne prakse se mogu razlikovati ovisno o korištenju, regiji i dobi. Programer je naveo ove informacije i može ih s vremenom ažurirati.
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Šta ima novo
New * Added support for platform users. * Appointment information is now shown on Events. * Added the ability to track WhatsApp messages from your Contacts. * Added support for creating recurring Events. * Added support for ANY conditions in field dependencies.
Improved * Fixed an issue with sending replies in Inbox. * Fixed an issue with encrypted field values in activities. * Fixed an issue with Event durations being incorrectly set when changing the status.