Major version released to enhance stability of Vtiger 7.0 - addresses 200+ key functional issues and knocked off 500+ issuesof usability or inconsistent behaviour that were present in earlier versions.
Minor version released to address blocker issues on Version 7.0.0
Vtiger 7 UI Layout¶
New layout makes easy, smooth and sensitive navigation throughout the modules.
Variable Taxes, Charges and Regions¶
Tax is a fee charged (“levied”) by a government on a product, income, or activity. After you define the tax rates in the CRM, they will be available for selection in Quotes, Sales Orders, Invoices and Purchase Orders. (read tax-management)
You can view all the comments made on the related records directly from the Parent record. For example, In Organization view, comments made on the records of related modules such as Contacts, Cases, etc., is rolled up and a consolidated view is shown on Organization record’s comment tab. (read comments)
Splitting Edit action in Create / Edit action in roles / profiles¶
Profiles are used to control the user actions on CRM records. In addition, profiles are also used to restrict the users from accessing specific modules, fields, and tools such as import, export, etc. (read profiles)
Multiple dashboard tabs¶
Vtiger CRM offers different home page widgets that will provide graphical representation of current status and key performance indicators. As complete analysis of data is displayed on one single screen, you can monitor all decisions and conclusions at a glance. (read dashboard)
Picklist coloring is useful to differentiate one value to another value in View point. (read more)
Controlled sharing of Lists¶
Create lists to find and organize records based on a condition using Custom Filter. (read lists)
Custom Activity Type¶
Add module related data into widget in Calendar View. (read activity-widget)
Easier list views¶
Multiple Layout support added.
SQL Injection and XSS issues addressed.
RelatedList API added to Vtiger Web Services.
Google Calendar api upgraded to support V3 api
Security fix for session hijacking
New app marketplace (Extension Store)
Search within ListView
Mass Edit for Documents
Workflow for Documents
Click through Charts
PHP 5.4, 5.5 support
Modern UI with Usability in focus.
Record Summary View.
Module level dashboards.
Quick Global Search on record labels.
Easy to use Layout Editor with Drag and Drop ability.
Configuring fields in related lists.
Google Contact & Calendar Synchronization.
Linking opportunities/tickets to contacts and organizations.
‘Can Assign Records To’ feature in Role.
Nested Condition Grouping in Filter with (AND/OR) now reduced to Flattened mode.
Report Sharing (all reports are public in 6.0. only accessible records are visible to user)
5.4.0 Features Missing¶
Asterisk (coming in 6.1)
Scheduled Reports (coming in 6.1)
Click through Charts (coming in 6.1)
RSS Widget (coming in 6.1)
Our Sites (coming in 6.1)
Custom Charts (coming in 6.1)
Gantt Charts in Projects (coming in 6.1)
Mail Merge (needs to be addressed through an extension later)
Chat feature (feature dropped as it is not very user friendly)