What’s new in Vtiger 7
When Vtiger 6 hit the market several years ago, it was specifically designed to meet the business needs. This includes collecting and organizing customer-related information and making it available to companies. Due to the focus on functionality, the user-oriented design has been somewhat ignored.
Since the release of Vtiger 6, the team has been trying to improve the user experience of Vtiger. They had long held discussions with employees and managers about marketing, sales and customer support. For this reason, Vtiger’s user interface and navigation have been fundamentally changed to make them more useful and personal. The new design with a number of new and interesting features and enhancements has recently been released; Vtiger 7.
You will find that Vtiger 7 has many functions that make it a trusted and pleasant CRM experience. When you log in, you will be taken to a well-designed dashboard where the statistics, record lists and relevant graphs are displayed. The automation and modules still contain the functionality of Vtiger. Apart from that, the application experience is considerably different, compared to the database navigation, style and appearance of Vtiger 6.
To give you a good idea of the new and improved Vtiger, we will discuss a few of the most important changes.
When you surf to Vtiger 7, you will be welcomed by a new login screen. The screen shows updates and news. It offers you a new user interface experience with the latest designs. So they offer you an experience that is simpler compared to Vtiger 6.
The update uses colors from the Material Design palette from Google. The user interface leads and lines are much clearer, so that you can concentrate on the most relevant and important information. This is also marked with other relevant data that forms CRM records.
Another feature that you will encounter after logging in to Vtiger 7, is a dashboard with tabs. For most users, the “My Dashboard” tab is often all they need because they can use graphs and widgets to get an idea of what’s relevant and important to them . There is also something for users who often work in different areas and want to track their progress individually. They can split widgets and ‘pinned charts’ based on the operational area. This will help to gain better insights and identify areas that need more attention.
Vtiger 7 offers you the option to include new dashboard tabs using the “More” menu. For example, a CEO using Vtiger 7 can maintain various dashboards to track customer support statistics and sales statistics.
New main menu
You can start navigating through Vtiger 7 via the menu. If you click on the menu icon, the main menu of the app is displayed. This will be divided into two separate sections. The first part contains various submenus, such as marketing, sales, support, inventory and projects. The other section contains the general settings and the general tools.
If you place your mouse on a submenu, a list of different related modules is displayed. You can customize them by simply removing, adding or re-arranging related modules.
Related module sidebars
Based on the specific submenu that you use to access a module, you see a sidebar with useful shortcuts to other relevant modules. This allows you to navigate to related modules faster and easier. For example, sellers who open their contacts through the sales submenu can navigate to quotes and opportunities in the sidebar shortcuts with a single click.
Useful record views
Although the record views in Vtiger 6 contain and organize group related information, Vtiger 7 further improves this system by improving the way you work with the records.
In this update, each record has access to the following functions:
- Labels for search, free grouping, and query.
- Customizable key fields and record headers.
- Comments and their file attachments
- A test summary for organizations, contacts and opportunities
- Related records navigator
Other important functions
View calendar records
Tasks and events are not the only dates that are essential for the agenda; therefore, the calendar should not be limited to displaying only these items. With Vtiger 7 you can view all records that contain dates in the agenda. This means that you can choose to display customer birthdays, closing dates for events, or something else.
Colored selection lists
Selection lists in Vtiger 7 are much easier to control because of the color property settings that are available in the selection lists. Administrators can set a color when they create the list box or add values to it. After a while, especially when users review their list boxes, different colors appear in the list selection phase.
Different downstream charts or tables that use the list boxes are also displayed. This makes it easier for users to distinguish one value from the other.
Create and edit
In various cases you want your users to have the privilege of creating records; However, you also want to prevent them from editing these records after they have been created.
With Vtiger 7 you can do exactly this, because it divides the creation and editing authority of the previous version into two different rights, namely creating and editing.
That is why it offers you the guarantee that regardless of the actions that users take, you can see all the operations via the record update tab.
Tags, everyone knows how important it is. Especially when it comes to finding a record. Private tags are only visible to the users who created them, while public tags are accessible to everyone.
With a great user interface and new enhancements and features, we are convinced that updating to Vtiger 7 will help you work smarter and faster, and that it makes the experience even more enjoyable.