June vtiger CRM On Demand Update: New Inventory Import & Export functions, Email Reports, Currency Field Options and More!

We’re pleased to announce the release of our June vtiger CRM On Demand update. In this month’s update we focused our attention on some of the most requested features of our community (If you have a request, feel free to let us know on our forums at https://forums.vtiger.com/) The highlights of this month’s update are as follows: Feature – Import and export support for invoices, sales orders, purchase orders and quotes Video
  • Importing and exporting of inventory-related records (invoices, sales orders, purchase orders, quotes) is now possible via CSV files .
Feature – A new report type now summarizes email stats Video
  • Reports can now be created for contacts, accounts, leads, and vendors modules to display the access histories of record-associated emails.
  • An “Email Marketing” report group has been added to the Reports module’s home screen and includes a list of default email report types for email marketing
  • Reports can now be filtered by access count for Contact, Account, Lead and Vendor modules.
Enhancement – Increased the number of possible digits after the decimal place from 2 to 5 in currency fields Video
  • The currency decimal separator now accepts up to 5 digits after the decimal point. The length of the fields can be configured in the “My Preferences” area and applies to all currency fields in vtiger.
For a full list of our June enhancements and bug fixes click here
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Guest
Hoàng
5 years 1 month ago

When you will released this version

Guest
bluedemon
5 years 29 days ago

Will this update be released within this few weeks? I need the import function for invoices

Guest
Raghu Mahaadev
5 years 29 days ago

Hi,

These updates are already rolled out in the vtiger CRM On Demand Service. You can expect these features in next opensource release which will be around December 2012 Time Frame .

Thank You.

Guest
Wilson Holmes
5 years 25 days ago

I am really excited about the new Inventory Import & Export functions, Email Reports, Currency Field Options. I think that it would make a big impact on your plan to succeed with your business. I know that everyone is excited about this new features available.

Guest
Johan
5 years 21 days ago

Looking forward to the new functionality!

And a wish. The biggest lack of functionality is the handling of product attributes/options (the product bundle is too limited).
Lets say you make and sell tailored shirts then you need to track:
– Measuring the arm length
– Neck size, and more.
– Different fabrics – different prices.
– Gold or silver buttons – different prices..
New sorts of customfields is needed for the products that allows this.
From quotes, sales orders and invoices it should be possible to change these product attributes.

It’s alot of work to do all of it (reports, inventory tracking on option level). I suggest a start with things that don’t change the prise and then taking it step by step.

Lots of people in the forums needs this!

Best regards
Johan

Guest
Lead Management
5 years 17 days ago

thanks for the information….keep posting

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