Vtiger CRM Mobile
無料
24.5.4for iPhone, iPad and more
Age Rating
Vtiger CRM Mobile スクリーンショット
About Vtiger CRM Mobile
Vtiger CRM is designed for users of Version 9 of Vtiger CRM Cloud edition
Key Features
* Agenda for the day
* Real-time notifications
* Meeting & Task reminders
* Quotes or other records that require your approval
* Messages that mentioned you or groups you are in.
User Actions
* Check-in feature with geo-fence tracking.
* Navigate feature to get directions to meeting location.
* Scan business cards
* Accept/Reject approval requests
* Add comments and mention colleagues/groups.
* Add list shortcuts to the home page.
* Viewing your contacts, deals, and all CRM records (except Settings)
* Creating or updating all CRM records (except Inventory modules)
* Attach Vtiger documents or from the device to Emails sent from Vtiger 360.
* Customize the App menu.
* Calendar View
* Tasks View
* Kanban View for Deals and Tasks
* View Contact or Organization profile scoring on a scale of 1 to 5 stars based on scoring
matrix configured by the Administrator.
* Dynamic fields in creating & edit forms to simplify forms by showing only the relevant fields.
Key Features
* Agenda for the day
* Real-time notifications
* Meeting & Task reminders
* Quotes or other records that require your approval
* Messages that mentioned you or groups you are in.
User Actions
* Check-in feature with geo-fence tracking.
* Navigate feature to get directions to meeting location.
* Scan business cards
* Accept/Reject approval requests
* Add comments and mention colleagues/groups.
* Add list shortcuts to the home page.
* Viewing your contacts, deals, and all CRM records (except Settings)
* Creating or updating all CRM records (except Inventory modules)
* Attach Vtiger documents or from the device to Emails sent from Vtiger 360.
* Customize the App menu.
* Calendar View
* Tasks View
* Kanban View for Deals and Tasks
* View Contact or Organization profile scoring on a scale of 1 to 5 stars based on scoring
matrix configured by the Administrator.
* Dynamic fields in creating & edit forms to simplify forms by showing only the relevant fields.
Show More
最新バージョン 24.5.4 の更新情報
Last updated on 2024年05月20日
旧バージョン
New
* You can now share links to records or comments from the detail view.
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Business card scanning is now available for Leads.
Improved
* Contact, Lead and Organization images will now load on list views.
* Fixed an issue where disabled taxes or charges would appear when editing a record.
* Fixes issues with Lead conversion.
* A more informative message for duplicate restriction.
* Other minor bug fixes and improvements.
* You can now share links to records or comments from the detail view.
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Business card scanning is now available for Leads.
Improved
* Contact, Lead and Organization images will now load on list views.
* Fixed an issue where disabled taxes or charges would appear when editing a record.
* Fixes issues with Lead conversion.
* A more informative message for duplicate restriction.
* Other minor bug fixes and improvements.
Show More
Version History
24.5.4
2024年05月20日
New
* You can now share links to records or comments from the detail view.
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Business card scanning is now available for Leads.
Improved
* Contact, Lead and Organization images will now load on list views.
* Fixed an issue where disabled taxes or charges would appear when editing a record.
* Fixes issues with Lead conversion.
* A more informative message for duplicate restriction.
* Other minor bug fixes and improvements.
* You can now share links to records or comments from the detail view.
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Business card scanning is now available for Leads.
Improved
* Contact, Lead and Organization images will now load on list views.
* Fixed an issue where disabled taxes or charges would appear when editing a record.
* Fixes issues with Lead conversion.
* A more informative message for duplicate restriction.
* Other minor bug fixes and improvements.
24.5.3
2024年05月16日
New
* You can now share links to records or comments from the detail view.
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Business card scanning is now available for Leads.
Improved
* Contact, Lead and Organization images will now load on list views.
* Fixed an issue where disabled taxes or charges would appear when editing a record.
* Fixes issues with Lead conversion.
* A more informative message for duplicate restriction.
* Other minor bug fixes and improvements.
* You can now share links to records or comments from the detail view.
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Business card scanning is now available for Leads.
Improved
* Contact, Lead and Organization images will now load on list views.
* Fixed an issue where disabled taxes or charges would appear when editing a record.
* Fixes issues with Lead conversion.
* A more informative message for duplicate restriction.
* Other minor bug fixes and improvements.
24.5.1
2024年05月04日
New
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Business card scanning is now available for Leads.
Improved
* Fixes issues with Lead conversion.
* A more informative message for duplicate restriction.
* Fix for phone calls and sms modules not appearing.
* Other minor bug fixes and improvements.
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Business card scanning is now available for Leads.
Improved
* Fixes issues with Lead conversion.
* A more informative message for duplicate restriction.
* Fix for phone calls and sms modules not appearing.
* Other minor bug fixes and improvements.
24.4.5
2024年04月25日
New
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Custom field validations are now supported for text fields.
* Business card scanning is now available for Leads.
Improved
* Fix for phone calls and sms modules not appearing.
* Fixed an issue with Events list view.
* Regional taxes that are set to 0 will not appear in the edit view.
* Restrict Check-in only to the assigned user or group.
* Other minor bug fixes and improvements.
* Added support for Chart of Accounts.
* Added Multi-document upload.
* Custom field validations are now supported for text fields.
* Business card scanning is now available for Leads.
Improved
* Fix for phone calls and sms modules not appearing.
* Fixed an issue with Events list view.
* Regional taxes that are set to 0 will not appear in the edit view.
* Restrict Check-in only to the assigned user or group.
* Other minor bug fixes and improvements.
24.4.4
2024年04月22日
New
* Custom field validations are now supported for text fields.
* Business card scanning is now available for Leads.
Improved
* Regional taxes that are set to 0 will not appear in the edit view.
* Fixed an issue with Push Notifications.
* Restrict Check-in only to the assigned user or group.
* Fixed an error when cancelling an Approval.
* Other minor bug fixes and improvements.
* Custom field validations are now supported for text fields.
* Business card scanning is now available for Leads.
Improved
* Regional taxes that are set to 0 will not appear in the edit view.
* Fixed an issue with Push Notifications.
* Restrict Check-in only to the assigned user or group.
* Fixed an error when cancelling an Approval.
* Other minor bug fixes and improvements.
24.4.3
2024年04月16日
New
* Login via SSO is now supported on iOS.
* Custom field validations are now supported for text fields.
Improved
* Fixed an issue with Push Notifications.
* Fixed an issue with dependencies on hidden fields.
* Restrict Check-in only to the assigned user or group.
* Fixed an error when cancelling an Approval.
* Fixed an issue with WhatsApp chats not loading.
* Fixed an issue where custom apps would sometimes log out automatically.
* Fixed an issue with mentioning users on comments.
* Fixed an issue with DST calculation for events.
* Other minor bug fixes and improvements.
* Login via SSO is now supported on iOS.
* Custom field validations are now supported for text fields.
Improved
* Fixed an issue with Push Notifications.
* Fixed an issue with dependencies on hidden fields.
* Restrict Check-in only to the assigned user or group.
* Fixed an error when cancelling an Approval.
* Fixed an issue with WhatsApp chats not loading.
* Fixed an issue where custom apps would sometimes log out automatically.
* Fixed an issue with mentioning users on comments.
* Fixed an issue with DST calculation for events.
* Other minor bug fixes and improvements.
24.4.2
2024年04月12日
New
* Login via SSO is now supported on iOS.
* Custom field validations are now supported for text fields.
Improved
* Fixed an issue with dependencies on hidden fields.
* Restrict Check-in only to the assigned user or group.
* Fixed an error when cancelling an Approval.
* Fixed an issue with WhatsApp chats not loading.
* Fixed an issue where custom apps would sometimes log out automatically.
* Fixed an issue with mentioning users on comments.
* Fixed an issue with DST calculation for events.
* Other minor bug fixes and improvements.
* Login via SSO is now supported on iOS.
* Custom field validations are now supported for text fields.
Improved
* Fixed an issue with dependencies on hidden fields.
* Restrict Check-in only to the assigned user or group.
* Fixed an error when cancelling an Approval.
* Fixed an issue with WhatsApp chats not loading.
* Fixed an issue where custom apps would sometimes log out automatically.
* Fixed an issue with mentioning users on comments.
* Fixed an issue with DST calculation for events.
* Other minor bug fixes and improvements.
24.4.1
2024年04月05日
New
* Login via SSO is now supported on iOS.
* The subtasks tab in Task detail view has been revamped for a better experience.
* Custom field validations are now supported for text fields.
Improved
* Fixed an issue with WhatsApp chats not loading.
* Fixed an issue where custom apps would sometimes log out automatically.
* Fixed an issue with mentioning users on comments.
* Fixed an issue with DST calculation for events.
* Other minor bug fixes and improvements.
* Login via SSO is now supported on iOS.
* The subtasks tab in Task detail view has been revamped for a better experience.
* Custom field validations are now supported for text fields.
Improved
* Fixed an issue with WhatsApp chats not loading.
* Fixed an issue where custom apps would sometimes log out automatically.
* Fixed an issue with mentioning users on comments.
* Fixed an issue with DST calculation for events.
* Other minor bug fixes and improvements.
24.3.6
2024年04月03日
New
* Login via SSO is now supported on iOS.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Fixed issues with starting and stopping background tasks.
* Fixed an issue with field staff location tracking.
* Fixed an issue with mentioning users on comments.
* Fixed an issue with DST calculation for events.
* Other minor bug fixes and improvements.
* Login via SSO is now supported on iOS.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Fixed issues with starting and stopping background tasks.
* Fixed an issue with field staff location tracking.
* Fixed an issue with mentioning users on comments.
* Fixed an issue with DST calculation for events.
* Other minor bug fixes and improvements.
24.3.5
2024年03月26日
New
* Login via SSO is now supported on iOS.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Fixed issues with starting and stopping background tasks.
* Fixed an issue with field staff location tracking.
* Fixed an issue with the line item comment field.
* Email attachments can now be viewed on the app.
* Other minor bug fixes and improvements.
* Login via SSO is now supported on iOS.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Fixed issues with starting and stopping background tasks.
* Fixed an issue with field staff location tracking.
* Fixed an issue with the line item comment field.
* Email attachments can now be viewed on the app.
* Other minor bug fixes and improvements.
24.3.4
2024年03月22日
New
* Timelogs are now supported on mobile.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Fixed an issue with field staff location tracking.
* Fixed an issue with the line item comment field.
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Email attachments can now be viewed on the app.
* Autofill service details when adding invoices to billable records.
* Other minor bug fixes and improvements.
* Timelogs are now supported on mobile.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Fixed an issue with field staff location tracking.
* Fixed an issue with the line item comment field.
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Email attachments can now be viewed on the app.
* Autofill service details when adding invoices to billable records.
* Other minor bug fixes and improvements.
24.3.3
2024年03月20日
New
* Timelogs are now supported on mobile.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Fixed an issue with the line item comment field.
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Email attachments can now be viewed on the app.
* Autofill service details when adding invoices to billable records.
* Other minor bug fixes and improvements.
* Timelogs are now supported on mobile.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Fixed an issue with the line item comment field.
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Email attachments can now be viewed on the app.
* Autofill service details when adding invoices to billable records.
* Other minor bug fixes and improvements.
24.3.2
2024年03月16日
New
* Timelogs are now supported on mobile.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Fixed an issue with the line item comment field.
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Email attachments can now be viewed on the app.
* Autofill service details when adding invoices to billable records.
* Other minor bug fixes and improvements.
* Timelogs are now supported on mobile.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Fixed an issue with the line item comment field.
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Email attachments can now be viewed on the app.
* Autofill service details when adding invoices to billable records.
* Other minor bug fixes and improvements.
24.3.1
2024年03月13日
New
* Timelogs are now supported on mobile.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Fixed an issue with the line item comment field.
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Email attachments can now be viewed on the app.
* Autofill service details when adding invoices to billable records.
* Other minor bug fixes and improvements.
* Timelogs are now supported on mobile.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Fixed an issue with the line item comment field.
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Email attachments can now be viewed on the app.
* Autofill service details when adding invoices to billable records.
* Other minor bug fixes and improvements.
24.2.4
2024年03月05日
New
* Timelogs are now supported on mobile.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Email attachments can now be viewed on the app.
* Autofill service details when adding invoices to billable records.
* Fixed an issue while opening records with a deleted tax.
* Other minor bug fixes and improvements.
* Timelogs are now supported on mobile.
* The subtasks tab in Task detail view has been revamped for a better experience.
Improved
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Email attachments can now be viewed on the app.
* Autofill service details when adding invoices to billable records.
* Fixed an issue while opening records with a deleted tax.
* Other minor bug fixes and improvements.
24.2.3
2024年02月26日
New
* Timelogs are now supported on mobile.
Improved
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Fixed issues in inventory modules.
* Autofill service details when adding invoices to billable records.
* Fixed an issue while opening records with a deleted tax.
* Other minor bug fixes and improvements.
* Timelogs are now supported on mobile.
Improved
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Fixed issues in inventory modules.
* Autofill service details when adding invoices to billable records.
* Fixed an issue while opening records with a deleted tax.
* Other minor bug fixes and improvements.
24.2.2
2024年02月19日
New
* Timelogs are now supported on mobile.
Improved
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Fixed an issue when converting between currencies.
* Autofill service details when adding invoices to billable records.
* Fixed an issue while opening records with a deleted tax.
* Other minor bug fixes and improvements.
* Timelogs are now supported on mobile.
Improved
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Fixed an issue when converting between currencies.
* Autofill service details when adding invoices to billable records.
* Fixed an issue while opening records with a deleted tax.
* Other minor bug fixes and improvements.
24.2.1
2024年02月13日
New
* Timelogs are now supported on mobile.
Improved
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Fixed an issue when converting between currencies.
* Autofill service details when adding invoices to billable records.
* Fixed an issue while opening records with a deleted tax.
* Other minor bug fixes and improvements.
* Timelogs are now supported on mobile.
Improved
* Currency and number inputs now follow the user's digit and grouping separator settings.
* Fixed an issue when converting between currencies.
* Autofill service details when adding invoices to billable records.
* Fixed an issue while opening records with a deleted tax.
* Other minor bug fixes and improvements.
24.1.3
2024年01月31日
New
* Timelogs are now supported on mobile.
* Product tax information fields are now available on Mobile.
Improved
* Autofill service details when adding invoices to billable records.
* Fixes in charge calculation.
* Fixed an issue with multicurrency field validation.
* Fixed an issue while opening records with a deleted tax.
* Other minor bug fixes and improvements.
* Timelogs are now supported on mobile.
* Product tax information fields are now available on Mobile.
Improved
* Autofill service details when adding invoices to billable records.
* Fixes in charge calculation.
* Fixed an issue with multicurrency field validation.
* Fixed an issue while opening records with a deleted tax.
* Other minor bug fixes and improvements.
24.1.2
2024年01月24日
New
* Timelogs are now supported on mobile.
* Product tax information fields are now available on Mobile.
Improved
* Autofill service details when adding invoices to billable records.
* Fixes in charge calculation.
* Fix an issue with multicurrency field validation.
* Fix a bug while viewing emails.
* Other minor bug fixes and improvements.
* Timelogs are now supported on mobile.
* Product tax information fields are now available on Mobile.
Improved
* Autofill service details when adding invoices to billable records.
* Fixes in charge calculation.
* Fix an issue with multicurrency field validation.
* Fix a bug while viewing emails.
* Other minor bug fixes and improvements.
24.1.1
2024年01月10日
New
* Timelogs are now supported on mobile.
* Product tax information fields are now available on Mobile.
Improved
* Autofill service details when adding invoices to billable records.
* Fixes for issues when creating a related inventory record from a Product.
* Better field validations.
* Other minor bug fixes and improvements.
* Timelogs are now supported on mobile.
* Product tax information fields are now available on Mobile.
Improved
* Autofill service details when adding invoices to billable records.
* Fixes for issues when creating a related inventory record from a Product.
* Better field validations.
* Other minor bug fixes and improvements.
23.12.3
2023年12月29日
New
* Timelogs are now supported on mobile.
* Product tax information fields are now available on Mobile.
Improved
* Fixed an issue while searching line items.
* Fixes for issues when creating a related inventory record from a Product.
* Better field validations.
* Items are auto filled when adding a related Inventory record or duplicating an existing one.
* Other minor bug fixes and improvements.
* Timelogs are now supported on mobile.
* Product tax information fields are now available on Mobile.
Improved
* Fixed an issue while searching line items.
* Fixes for issues when creating a related inventory record from a Product.
* Better field validations.
* Items are auto filled when adding a related Inventory record or duplicating an existing one.
* Other minor bug fixes and improvements.
23.12.2
2023年12月16日
New
* Product tax information fields are now available on Mobile.
Improved
* Fixed an issue while searching line items.
* Fixes for issues when creating a related inventory record from a Product.
* Better field validations.
* Items are auto filled when adding a related Inventory record or duplicating an existing one.
* Picklist dependent fields are shown when changing the status in the detail view.
* Other minor bug fixes and improvements.
* Product tax information fields are now available on Mobile.
Improved
* Fixed an issue while searching line items.
* Fixes for issues when creating a related inventory record from a Product.
* Better field validations.
* Items are auto filled when adding a related Inventory record or duplicating an existing one.
* Picklist dependent fields are shown when changing the status in the detail view.
* Other minor bug fixes and improvements.
23.11.4
2023年11月29日
New
* Native support for the iPad.
* Search filters have been revamped to include date and text fields.
* Added support for Product Bundles
Improved
* Better field validations.
* Items are auto filled when adding a related Inventory record or duplicating an existing one.
* Picklist dependent fields are shown when changing the status in the detail view.
* Probability field value in Deals is updated based on the sales stage.
* Other minor bug fixes and improvements.
* Native support for the iPad.
* Search filters have been revamped to include date and text fields.
* Added support for Product Bundles
Improved
* Better field validations.
* Items are auto filled when adding a related Inventory record or duplicating an existing one.
* Picklist dependent fields are shown when changing the status in the detail view.
* Probability field value in Deals is updated based on the sales stage.
* Other minor bug fixes and improvements.
23.11.3
2023年11月22日
New
* Native support for the iPad.
* Search filters have been revamped to include date and text fields.
* Added support for Product Bundles
Improved
* Better field validations.
* Items are auto filled when adding a related Inventory record or duplicating an existing one.
* Picklist dependent fields are shown when changing the status in the detail view.
* Probability field value in Deals is updated based on the sales stage.
* Other minor bug fixes and improvements.
* Native support for the iPad.
* Search filters have been revamped to include date and text fields.
* Added support for Product Bundles
Improved
* Better field validations.
* Items are auto filled when adding a related Inventory record or duplicating an existing one.
* Picklist dependent fields are shown when changing the status in the detail view.
* Probability field value in Deals is updated based on the sales stage.
* Other minor bug fixes and improvements.
Vtiger CRM Mobile FAQ
ここをクリック!地理的に制限されているアプリのダウンロード方法をご参考ください。
次のリストをチェックして、Vtiger CRM Mobileの最低システム要件をご確認ください。
iPhone
iOS 14.0以降が必要です。
iPad
iPadOS 14.0以降が必要です。
iPod touch
iOS 14.0以降が必要です。
Vtiger CRM Mobileは次の言語がサポートされています。 英語