Version History
Here you can find the changelog of Vital CRM since it was posted on our website on 2017-06-21.
The latest version is 7.8.0.0.3 and it was updated on soft112.com on 22 April, 2024.
See below the changes in each version:
version 7.8.0.0.3
posted on 2024-03-21
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
This version update
-Lead list and detail
version 7.7.3.0.1
posted on 2024-02-20
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
This version update
-App performance optimization.
version 7.7.2.0.1
posted on 2024-01-30
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
This version update
-Case Note List
-Case Note maintain
-fix: File cannot be downloaded.
version 7.7.0.0.1
posted on 2024-01-16
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
This version update
-Case Note List
-Case Note maintain
version 7.6.2.0.1
posted on 2023-11-27
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
This version update
-Case List/Deatil
-fix: Note Template did not retrieve data for Note Category(s).
version 7.6.0.2
posted on 2023-10-17
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
This version update
-Plugin version upgrade, system optimization
version 7.5.0.1
posted on 2023-10-03
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
This version update
-You can enter Total Discount when creating an Order.
-You can maintain an Order.
version 7.4.2.1
posted on 2023-08-16
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
This version update
-fix: Order list query issue.
version 7.4.0.1
posted on 2023-06-27
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
This version update
-Uploading Note Attachments Optimized(ability to view upload progress and retry failed uploads).
-Business card recognition made both Traditional Chinese and Simplified Chinese.
-Single Sign On changed to external browser login.
version 6.9.1.2
posted on 2022-03-09
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version update
-When using the APP to write various types of notes (except personal notes), you can select the account to be mentioned, so as to receive subsequent update notifications.
version 6.7.0.1
posted on 2021-11-17
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version update
-In the Company Order Tab of the Company details, you can add order belonging to the company
version 6.6.0.2
posted on 2021-09-29
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version update
-Customer/Company/Opportunity can set the Owner.
-You can use the option buttons of "This month", "Last month" and "Custom" to filter Order.
-All "App User" filter conditions, expand "Team" filter conditions.
version 6.5.0.6
posted on 2021-08-12
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version update, at the top of the order list, you can see the statistical data of the queried orders, which can be compared with the previous period and the same period last year.
version 6.4.0.4
posted on 2021-06-22
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version update, return to the list from the detail page, and the list can stay at the last viewed position.
version 6.3.1.0
posted on 2021-05-05
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version update, you can see the effective date field on the customer/company information, and you can also maintain the effective date of the customer/company.
version 6.2.1.0
posted on 2021-03-18
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version update, Note templates can be applied when adding/editing notes. The Note list can search for notes without categories. The Task list can be sorted by Due date.
version 6.1.0
posted on 2021-01-20
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version update, you can set Social Media, Insight, Business Card Recognition as Index.
version 6.0.1
posted on 2020-12-03
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version update, you can use company menu to select customer's company when maintain customer data. The menu can search company by company name. If no company with the same name is found, you can also create a new company with company name directly.
fix: When maintain Customer data, the old company was changed to a new created company, but no new company was created .
version 6.0.0
posted on 2020-12-02
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version update, you can use company menu to select customer's company when maintain customer data. The menu can search company by company name. If no company with the same name is found, you can also create a new company with company name directly.
version 5.5.2
posted on 2020-11-09
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version is updated, You can view company note list. In the company notes tab, click the button on the upper right of the screen can create company note. Customer/Company note list divided into customer notes and company notes.
-fix: After using business card recognition to add a customer, choosing to continue business card recognition does not return to the upload business card page.
version 5.5.1
posted on 2020-10-14
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version is updated, You can view company note list. In the company notes tab, click the button on the upper right of the screen can create company note. Customer/Company note list divided into customer notes and company notes.
※Opportunity notes and Case notes, should go to the all notes list to check. Opportunity notes also can go to the note function of the opportunity.
version 5.4.1
posted on 2020-09-02
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version is updated, You can browse the order list. You can see the opportunity number in the opportunity list. The order/opportunity item is optimized for product picker, and more conditions can be used to find out the product. You can add customers belonging to the company in the member list.
-fix: The default condition of order list set current month.
version 5.4.0
posted on 2020-08-28
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version is updated, You can browse the order list. You can see the opportunity number in the opportunity list. The order/opportunity item is optimized for product picker, and more conditions can be used to find out the product. You can add customers belonging to the company in the member list.
version 5.3.3
posted on 2020-07-17
-fix: Can not add audio to Task and Note's attachment.
version 5.2.3
posted on 2020-06-03
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version is updated, Company can be added, modified, and deleted. You can also view Insight reports on your mobile phone (Need to purchase Insight module License) to achieve data-driven business decisions.
-fix: Some part of Calendar's Filter cannot be selected.
version 5.2.1
posted on 2020-05-15
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version is updated, Company can be added, modified, and deleted. You can also view Insight reports on your mobile phone (Need to purchase Insight module License) to achieve data-driven business decisions.
-fixed: Note filter condition can not select creator.
version 5.2.0
posted on 2020-05-13
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version is updated, Company can be added, modified, and deleted. You can also view Insight reports on your mobile phone (Need to purchase Insight module License) to achieve data-driven business decisions.
version 5.1.0
posted on 2020-03-25
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version is updated, the search function of the company list has been adjusted to be the same as that of the customer list. The upper input box can be used for fuzzy search of company name, company abbreviation, company number, and federal tax id. After expanding the bottom filter, you can specify the corresponding fields and sort them.
version 5.0.2
posted on 2020-03-09
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
bug-fix: Menu item display wrong.
version 5.0.1
posted on 2020-02-12
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version is updated, clicking company which in customer information page will lead you to the company information page.
bug-fix: LINE@ media-picker is not working.
version 4.1.2
posted on 2019-12-16
-Fix : Incoming Notification will crash app.
version 4.1.1
posted on 2019-12-12
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
-Fix : In Setting view, switch button's position might be broken when font size is too big.
version 4.1.0
posted on 2019-12-11
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version is updated, you can see the company label and use the company label to query the company. Note types can be filtered by keywords to avoid too many note categories and difficult to find. You can query opportunity by name. You can send pictures and videos with LINE@ and can see video's thumbnail in LINE@ chatroom.You can download LINE@ video to download folder.
version 4.0.0
posted on 2019-10-23
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After this version is updated, if the Business Card Recognition detects that there are any customers with the same name in the system, you can choose whether you want to continue to add new customer, or check which customers with the same name. When you close the google service function, you can use Baidu map to get a Note/Task location address. Line@ customers will not be deleted.
version 3.7.0
posted on 2019-09-10
Thank you for using Vital CRM! We are always making improvements so Vital CRM works better for you.
After updating to this version, you can view and maintain opportunity sources and items. You can also view and create order sources, categories, and custom fields. We optimized the page of setting data privileges: you will see the default settings if your account is restricted by your system administrator.
version 2.7.0
posted on 2018-01-23
- More demo site now.
- Bug fixes.
version 1.8.2
posted on 2016-09-21
- Fixed the problem of open the attached file