What's new in Vtiger 7 - include fields from other modules in filter
Nilay Khatri
Founder, automateCRM | 15 years of helping MSMEs with digital transformation with Unified CRM and Automation platform
In our previous article we went through Duplicate Record Prevention feature introduced in Vtiger 7.1. Let us go through another very interesting feature which allows you to add fields from other related modules in your filters(released in vtiger 7).
For example, Contacts module has a Reference field of Organization Module. This feature allows you to add fields from Organization Module into filters of Contacts Module.
Let us assume we want to see the Contact's related Organization's website in our filter (Contact module's filter).
While creating a filter in Contact module you can now select field from Organization Module:
You can see in the above image that we have selected "Organization Name- Website" field in a Contact module's filter.
As such when we go to the list of Contacts:
Isn't that awesome?
Let us know what do you think about this feature.