{"id":4315,"date":"2016-07-05T22:29:59","date_gmt":"2016-07-06T05:29:59","guid":{"rendered":"https:\/\/www.vtiger.com\/blog\/?p=4315"},"modified":"2016-07-05T22:29:59","modified_gmt":"2016-07-06T05:29:59","slug":"introducing-vtiger-360-the-new-mobile-app-for-cloud-editions-of-vtiger","status":"publish","type":"post","link":"https:\/\/www.vtiger.com\/blog\/introducing-vtiger-360-the-new-mobile-app-for-cloud-editions-of-vtiger\/","title":{"rendered":"Vtiger 360: The mobile app for cloud editions of Vtiger"},"content":{"rendered":"

It’s when you\u2019re away from your computer that quick access to your CRM data tends to be both most convenient, and most essential to have. It’s convenient when the time that you\u2019d otherwise spend just walking from the break-room to your desk can be used instead to check what tasks you have left to do for the day, or what recent activity has happened with your contacts. It\u2019s essential, when you\u2019re off-site with a customer and need to look up prices on a newly carried product for a quote. In both of these cases, finding space for a laptop, getting Wi-Fi access, and browsing through the usual CRM interfaces can be a challenging if not impossible task depending on where you are<\/p>\n

– unless you don’t mind being this guy.<\/p>\n

\"41Y6FHsLxLL\"<\/a><\/p>\n

We don’t blame you if you do mind. And in fact, to help you avoid that uncomfortable looking situation, we have a mobile app for users of Vtiger’s Cloud Editions, called Vtiger 360. The Vtiger CRM mobile app<\/a>, which is available for iPhone<\/a>, iPad<\/a>, and Android<\/a> devices helps users by surfacing important activities and data, and generally simplifies all of the tasks that one might need to perform while accessing a CRM on the go.<\/p>\n

\"Dashboard<\/a><\/p>\n

A useful mobile dashboard<\/h2>\n

The first thing you\u2019ll notice when logging in to the Vtiger 360 app is its dashboard, which places all of your important CRM data front-and-center, sorting it into three key areas.<\/p>\n

Fast access to your most important lists<\/h3>\n<\/p>\n

The first dashboard area is a list-of-lists that gives you quick access to the top custom list you\u2019ve created in every Vtiger module module. Whether it\u2019s a list of contacts in the territory that you manage, of opportunities closing this week, or of products that you\u2019re qualified to sell, one tap takes you directly to the list of those records so that you can find the record that you\u2019re looking for. If the list you\u2019d like to see isn\u2019t visible, you can easily create that list<\/a> in Vtiger\u2019s browser-based client, and then use the list-selector in the mobile app to add it to the dashboard list.<\/p>\n

Today\u2019s events and tasks<\/h3>\n<\/p>\n

The second area is a list of Today\u2019s upcoming activities and tasks. This one is pretty self explanatory. For all of the events and tasks related to your contacts, opportunities, or sync-ed across from Outlook, Google Calendar, or other calendar systems you use, the Vtiger mobile app will automatically surface what\u2019s relevant to you today. <\/p>\n

\"Recent<\/a><\/p>\n

Recent comments in Vtiger<\/h3>\n<\/p>\n

The last dashboard area is a list of the most recent comments on the CRM records that you can see. This includes comments written by you, and by other people on your team or other teams, so that you can stay updated on the deals and contacts you work with as new developments occur.<\/p>\n

\"Notification<\/a><\/div>\n

The message and notification center<\/h2>\n

A tap on the bell icon in the upper right corner of the dashboard takes you to Vtiger\u2019s in-app notification and message center. Here you’ll see three types of notifications. <\/p>\n

Messages<\/h3>\n<\/p>\n

The message center shows you messages from other CRM users. These include messages composed in the message center @mentioning your name or a group that you belong to, or messages on a CRM record like a contact or an opportunity, that include you or your group @mentioned in the message. From direct messages, you can simply compose a reply from the message center, while for messages on opportunities or other records, you can tap on the link to the record to open it and review the context before replying.<\/p>\n

Event and activity notifications<\/h3>\n<\/p>\n

The other two notification types that you receive in the notification center are for upcoming calendar events, and events like when a deal or case are assigned to you, or you\u2019ve missed a call that was routed through Vtiger.<\/p>\n

\"Search\"<\/a><\/p>\n

Search every field across every record<\/h2>\n

Then comes the traditional mobile app functionality you\u2019d expect from a mobile CRM app. Search in Vtiger\u2019s mobile app is extremely simple to use, but powerful. It leaves no stone unturned and searches across every field and every record for the string you\u2019ve entered – including comments. So, say you\u2019re searching for \u201cBob Smith\u201d, type it into the search bar and Bob\u2019s related records will pop right up. If, however, you remember the words \u201cbest chance of winning\u201d in a comment on a recent opportunity you worked on, then just type that in to surface the opportunity.<\/p>\n

\"Opportunity<\/a><\/div>\n

List views that surface important information<\/h2>\n

The list views in the mobile app surface important information where relevant. The opportunities list view, for example, allows you to filter based on all the opportunity lists that you\u2019ve built in Vtiger. When showing a list, each opportunity includes key information like color-coded opportunities, dollar amounts, and more, so that you can quickly see and drill into those opportunities that matter now.<\/p>\n

And more<\/h2>\n