Why Upgrading your CRM to Vtiger 6.5 is a Must

July 12, 2016

As usual Vtiger CRM 6.5 has been released with better features and lots of enhancements. The latest update eliminates lots of pesky bugs and ensures your CRM’s best performance. The most useful features are listed below

Create PO from SO:

All the time we create Purchase Orders from Sales Order manually, Now it has been enhanced to create Purchase in a button click from your Sales Order.

Optimize Related List:

Vtiger CRM eliminated the risk of displaying the related module records of the custom module even after the deletion of the record in the Custom module. If a record is deleted in the custom module then it prevents displaying the records in the related list.

Secure CRM Data:

Vtiger login has been added security with the option to add tough password with any special characters. Now the login has been secured to keep your CRM data safe.

Improved Date Field:

Reports module have been improved to display the date in user defined format.

In workflow the due date fields has the options of time and it has been modified with the date options.

Improvements in Content Display:

The email truncation have been eliminated and now supports email with large html data without any format breaks. The limitation with the 16MB email size have been break thrown to have unlimited size of emails.

The hudge description field in Purchase Order, Sales Order, Quotes and Invoices module also improved to have unlimited character count.

Improved Lead Conversion:

Now you can convert your Lead to your CRM’s Organization, Opportunities and Contacts with the default values of the that module. The default values and field entries for the converted record will be same as the records created directly from the module.

JS Improvements:

The bug with the Save button has been fixed to save the data entered as soon as the button is clicked once. The console warning uncaught TypeError have been fixed to provide a smooth flow of data save.

Pricing Display:

The restriction have been added to use same separators to differentiate the decimal separator from the grouping seperation.

Lots of bugs fix and enhancements have been made to make the user experience simple and friendly, you can refer http://code.vtiger.com/vtiger/vtigercrm/commits/6.5.0 for all the changes and features available in Vtiger 6.5

Updates are important and updating your CRM with the user-friendly and stable version is a must do. The migration need to be done with proper backup to prevent data loss.You can write to us at [email protected] to migrate your customized Vtiger CRM or for any further assistance.