In this update we are pleased to release two major features,
- Workflow Module .
- Asterisk Integration .
Workflow Module
Workflow module allows administrators to trigger actions when certain conditions are met. The following three types of workflow actions are supported,
- Create ToDo (Calendar Activity)
- Send Email
- Invoke Function
Administrators can create new workflows and modify the default workflows bundled with vtiger CRM. Default workflows include,
- Inventory update when a Invoice is created (this workflow relies on ‘Invoke Function’ action). Administrators now have a choice to trigger the Inventory Update action, when Invoice is saved.
For more details on the Workflow, please refer to this [document].
Asterisk Integration
vtiger 5.1 will enable easy integration with Asterisk servers. This integration will benefit customers using Asterisk based IPBX platforms by providing the following capabilities in the CRM,
- CRM pop-up alert with Contact details when a call comes in.
- Click-to-Call function.
- Incoming calls and Outgoing calls matched to a Contact will be filed in the Activity history for the Contact.
- Call History log shows all Incoming and Outgoing Calls.
Minor enhancements included in this update :
- Unique ID generation for all modules (similar to Invoice No).
- Record Change Indicator .
- Feedback and News link for Administrators.
Note: TCPDF upgraded to version 4.3.005 (We have upgraded tcpdf library but still not able to get support for lot of languages like Chinese, Japanese etc. Would be great if community members help us out in getting support for all languages.).
Other features added in previous updates of 5.1:
- Product Bundles
- Mass Edit
- Mail Scanner
- Recurring Invoice
- Faq attachments
- Customer portal enhancements
- Web Services API
- Eventing API
- Import Feature Enhancement
- Configure Calendar Events
- Layout Editor
- Option to Re-arrange the products in Quotes/Invoices/Sales Orders
- Previous and Next buttons for ease of navigation
- Recyclebin
- Role-based Custom views
- Documents module
- Popup Reminder for Calendar Events
- Multi Currency Support
- Duplicate Records Handling
- User Configurable ID for SO/PO/Quotes
- Custom fields in Email templates
- Local Backup Feature
- ‘Assign to Group’ option during Convert Lead
- Sending mail to Vendors (Similar to Accounts/Contacts/Users)
- Mailing Quote, SO, PO PDF directly similar to Invoice PDF
- Create Product through Quick Create
- Calendar Events filter based on Users
Demo Url : https://demo.vtiger.com/
Source : http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1
Note: Please do not use this source on Production server.
