Vtiger News: 7.1 Feature – Follow a Record

Vtiger version 7.1 RC is ready (read announcement here).  Each day this week, we will post about the improvements, starting with the ‘follow a record’ feature. 

How Do You Follow a Record?

First, click the star icon to follow a record.  Located:

  • a) ‘All’ record list views
  • b) Individual records (see images for comparison)

Why Should Users Follow a Record?  

  • Manage records:
    • Any update on the record triggers email notifications to followers of that record
    • Notifications include comments, attached documents, edits, etc.
  • Create a list of favorite records using star icon:
    • Set list condition to “starred” and “is enabled”

**Note: The above information is dependent on the functionality remaining the same as the RC version. 

Contact us to learn more or for help with your Vtiger CRM!

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