Google Drive and Dropbox Integration, Twilio Click-to-Call, New Workflows, and More - June Update 1
Posted: Mon Dec 23, 2024 5:36 am
On Monday, June 9th, we continued to roll out the most requested features from our customers. These included cloud storage integration with Dropbox and Google Drive, improved access to documents from within records, new workflow functionality, and more. Read on for a quick list of all the changes:
Google Drive and Dropbox can now be integrated with the Documents module
Widgets and document modules now have file previews in the browser and download links.
The document module has been redesigned for ease of use
Filters records based on fields from related taiwanese numbers modules (i.e. in Contacts you can now filter records with organizations listed in the country "USA").
Mail Converter now allows you to add features and attach emails.
Print templates now allow you to edit/save the template before printing.
The Update Field workflow action now allows you to change field values in linked modules.
The Phone Calls module now has click-to-call functionality for Twilio accounts.
Some other features we'd like to highlight from the previous two updates include
Workflows associated with the Inventory module can now have PDF files attached.
List view filters can be duplicated
Autoresponder emails now have customizable triggers
Mail Converter now allows you to create tickets with/without an associated contact.
In the calendar, the list view can now be set as the default view
Global search can now be sorted
For more details on the changes in this update, please visit our update wiki page.
If you have a feature or usability improvement you'd like to see in Vtiger, please email us at [email protected] with a detailed description of the change and why you think it's important. We'd love to hear from you!
Google Drive and Dropbox can now be integrated with the Documents module
Widgets and document modules now have file previews in the browser and download links.
The document module has been redesigned for ease of use
Filters records based on fields from related taiwanese numbers modules (i.e. in Contacts you can now filter records with organizations listed in the country "USA").
Mail Converter now allows you to add features and attach emails.
Print templates now allow you to edit/save the template before printing.
The Update Field workflow action now allows you to change field values in linked modules.
The Phone Calls module now has click-to-call functionality for Twilio accounts.
Some other features we'd like to highlight from the previous two updates include
Workflows associated with the Inventory module can now have PDF files attached.
List view filters can be duplicated
Autoresponder emails now have customizable triggers
Mail Converter now allows you to create tickets with/without an associated contact.
In the calendar, the list view can now be set as the default view
Global search can now be sorted
For more details on the changes in this update, please visit our update wiki page.
If you have a feature or usability improvement you'd like to see in Vtiger, please email us at [email protected] with a detailed description of the change and why you think it's important. We'd love to hear from you!