VTiger CRM 7 Open Source - Introduction/Demo & New Functionality Overview

Опубликовано: 10 Март 2025
на канале: VTExperts, Inc.

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A quick VTiger 7 Open Source (GA) walk through while covering major new features introduced since VTiger 6. Mainly focused on:

Detail/Summary View
How to manage filters
Editing records on listview
Favorite/start functionality
Invoices/Quotes/SO/PO overview
New document drag and drop functionality
Ability to convert opportunities into projects + mapping
New duplicate merge capabilities from listview
Attaching documents to comments
Comments roll up
New Charts on projects (tasks & milestones, filtering, printing and graphs)
Improved dashboards (multiple + adding from reports)
New Calendar
Task Manager (was not available in VTiger 6. Allows to manage daily tasks)
Profiles: Ability to assign create OR edit permissions (new feature requested by community)
Redesigned workflow interface
Picklist colors (new feature)
Tax regions (new feature)

For any help, training, customizations or support - feel free to contact VTExperts (certified VTiger partner in United States).

https://www.vtexperts.com

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