* 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.
Improved * Improved image insertion option in RTE fields * Fixed issue where relation field values were removed in тАЬAsk CalculusтАЭ forms * Added a warning message when choosing a closed state in a picklist * Improved time field support in list filters. * Fixed continuous loading on check-in and check-out events. * Removed Inbox from the mini list. * Fixed header text visibility in dark mode * Performance improvements and minor bug fixes