
{"id":1911,"date":"2014-06-09T19:04:10","date_gmt":"2014-06-10T02:04:10","guid":{"rendered":"https:\/\/vtiger.com\/blog\/?p=1911"},"modified":"2023-07-13T18:48:16","modified_gmt":"2023-07-13T13:18:16","slug":"google-drive-and-dropbox-integration-twilio-click-to-call-new-workflows-and-more-june-update-1","status":"publish","type":"post","link":"https:\/\/www.vtiger.com\/blog\/archives\/google-drive-and-dropbox-integration-twilio-click-to-call-new-workflows-and-more-june-update-1\/","title":{"rendered":"Google Drive and Dropbox integration, Twilio click-to-call, new workflows, and more &#8211; June Update 1"},"content":{"rendered":"<p>On Monday June 9th we continued rolling out the most requested features by our customers. These included cloud storage integration with Dropbox and Google Drive, improved document access from within records, new workflows functionality, and more. Read on for a summary list of all the changes:<\/p>\n<ul>\n<li>Google Drive and Dropbox can now be integrated with the Documents module<\/li>\n<li>Documents widgets and modules now have in-browser file previews, and download links<\/li>\n<li>Documents module redesigned for better usability<\/li>\n<li>Filters records based on fields from related modules (i.e. in Contacts you can now filter records with Organizations listed in the country &#8220;United States&#8221;).<\/li>\n<li>Mail Converter now lets you add Opportunities and attach emails.<\/li>\n<li>Print Templates now allow you to edit\/save the template before printing.<\/li>\n<li>Workflow &#8220;Update field&#8221; action now allows you to change field values in related modules.<\/li>\n<li>Phone Calls module now has click-to-call functionality for Twilio accounts.<\/li>\n<\/ul>\n<p>Some other features we would like to highlight from the previous two updates include<\/p>\n<ul>\n<li>Inventory module related workflows can now have attached PDFs<\/li>\n<li>List view filters can be duplicated<\/li>\n<li>Auto-responder emails now have configurable triggers<\/li>\n<li>The Mail Converter now allows the creation of tickets with\/without an associated contact.<\/li>\n<li>In the Calendar, the list view can now be set as the default view<\/li>\n<li>Global search can now be sorted<\/li>\n<\/ul>\n<p>For a&nbsp;detailed look into the changes from this update, see our <a href=\"https:\/\/wiki.vtiger.com\/vtiger6\/index.php\/9th_June_2014_Highlights\">wiki update page<\/a><\/p>\n<p>If you have a feature or usability enhancement that you would like to see in Vtiger, please send us an email at support@vtiger.com detailing the change and why you think it&#8217;s important. We&#8217;d love to hear from you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>On Monday June 9th we continued rolling out the most requested features by our customers. These included cloud storage integration with Dropbox and Google Drive, improved document access from within records, new workflows functionality, and more. Read on for a summary list of all the changes: Google Drive and Dropbox can now be integrated with&hellip;&nbsp;<a href=\"https:\/\/www.vtiger.com\/blog\/archives\/google-drive-and-dropbox-integration-twilio-click-to-call-new-workflows-and-more-june-update-1\/\" class=\"\" rel=\"bookmark\">.<span class=\"screen-reader-text\">Google Drive and Dropbox integration, Twilio click-to-call, new workflows, and more &#8211; June Update 1<\/span><\/a><\/p>\n","protected":false},"author":28,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","neve_meta_reading_time":"","_themeisle_gutenberg_block_has_review":false,"_ti_tpc_template_sync":false,"_ti_tpc_template_id":"","footnotes":""},"categories":[3],"tags":[],"class_list":["post-1911","post","type-post","status-publish","format-standard","hentry","category-all"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Google Drive and Dropbox integration, Twilio click-to-call, new workflows, and more - June Update 1 - Vtiger CRM Blog<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Google Drive and Dropbox integration, Twilio click-to-call, new workflows, and more - June Update 1 - Vtiger CRM Blog\" \/>\n<meta property=\"og:description\" content=\"On Monday June 9th we continued rolling out the most requested features by our customers. These included cloud storage integration with Dropbox and Google Drive, improved document access from within records, new workflows functionality, and more. Read on for a summary list of all the changes: Google Drive and Dropbox can now be integrated with&hellip;&nbsp;.Google Drive and Dropbox integration, Twilio click-to-call, new workflows, and more &#8211; June Update 1\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.vtiger.com\/blog\/google-drive-and-dropbox-integration-twilio-click-to-call-new-workflows-and-more-june-update-1\/\" \/>\n<meta property=\"og:site_name\" content=\"Vtiger CRM Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/vtiger\" \/>\n<meta property=\"article:modified_time\" content=\"2023-07-13T13:18:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/02\/vtiger-logo-only.png\" \/>\n\t<meta property=\"og:image:width\" content=\"490\" \/>\n\t<meta property=\"og:image:height\" content=\"399\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Kieran Kay\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@vtigercrm\" \/>\n<meta name=\"twitter:site\" content=\"@vtigercrm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Kieran Kay\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Google Drive and Dropbox integration, Twilio click-to-call, new workflows, and more - June Update 1 - Vtiger CRM Blog","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"Google Drive and Dropbox integration, Twilio click-to-call, new workflows, and more - June Update 1 - Vtiger CRM Blog","og_description":"On Monday June 9th we continued rolling out the most requested features by our customers. 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