vTiger News

Vtiger CRM 8.0.0 has been Released

September 20, 2023
Vtiger CRM 8.0.0 has been Released
Article
In the ever-evolving landscape of CRM solutions, Vtiger CRM took a significant step forward with the release of Vtiger version 8.0. This update includes stable support for PHP 8.x (PHP 8.2), MYSQL 8.X and Maria DB 10.x Following are the key highlights of Vtiger 8.0.0  Added Composer support for PHP server dependency. Upgraded libraries to achieve better security compliance. Maintenance fixes and MRs Official Announcement You can find the official announcement here: Vtiger CRM 8.0.0 GA Release Download Vtiger 8.0.0 Download the Vtiger 8.0.0 from here: Download Link Vtiger 8.0.0 & VTExperts 1. VTExperts Extension Pack Considering the release of Vtiger 8.0.0, VTExperts is actively working towards ensuring that all extensions previously compatible with Vtiger 7.x are promptly fine-tuned and made fully compatible with Vtiger 8.0.0 2. Migrating to Vtiger CRM 8.0.0 VTExperts offers a seamless CRM upgrade service that ensures a hassle-free transition to Vtiger 8.0.0. Our team of experts will

Optimize Vtiger scheduling with VTExpert’s tools

June 1, 2023
Article
Maintaining an organized schedule and appointments is crucial for running a business smoothly. One effective way of doing this is by using Customer Relationship Management (CRM) software such as Vtiger. However, to get the most out of Vtiger’s scheduling features, sometimes additional scheduling tools may be necessary. VTExperts developed various extensions that extend or enhance Vtiger’s calendar features. In this article, we will look at how can you optimize Vtiger scheduling with VTExpert’s tools Vtiger Calendar Vtiger offers several calendar and scheduling features that help businesses manage their time efficiently and optimize their operations. Here are some of the crucial calendar and scheduling features offered by Vtiger Shared Calendar: Vtiger provides a shared calendar, which can be accessed by multiple users in an organization. This feature can help businesses avoid scheduling conflicts and ensure that everyone is on the same page. Recurring events: Vtiger calendar also allows users to create

Enhance Vtiger’s productivity with VTExperts

April 17, 2023
Article
Productivity is an important aspect of any organization or individual. It allows measuring the work efficiency within a designated timeframe to achieve the maximum possible output. In this article, we will check how can you enhance Vtiger productivity with VTExperts. We live in an era where digital productivity is a booming concept. Let’s get ourselves familiarized with digital productivity tools first. Digital Productivity tools Digital productivity refers to the deployment of digital tools and technologies to improve a team’s efficiency and efficacy in fulfilling tasks and achieving goals. This involves leveraging technology to streamline workflows, automate repetitive tasks, facilitate remote collaboration, and access information and resources more efficiently. By realizing the potential of digital tools, individuals and organizations can optimize processes, minimize resource utilization, and achieve their goals with increased productivity. Moreover, digital productivity tools are cost-effective and easy to use. You can also check Productivityist, if you want to

Streamline communication with VTExperts Email template designer

March 7, 2023
Streamline communication with VTExperts Email template designer
Article
Using the email templates user can present the data, the way you want, It also allows users to customize the emails as per their requirements while keeping the amount of work and effort put to build it to a minimum. Without a doubt, email templates are an incredibly powerful digital tool. They save time and effort, and moreover increase consistency and accuracy. In addition to this, email templates can be used for a wide range of purposes, from sending out regular newsletters to email campaigns for launching a new product.  In this article, we will explore the versatility of email templates and how can you streamline communication with VTExperts Email template designer Advantages of using email templates Here are some prominent advantages of using email templates The standout advantage among others is the customizability of email templates, which proves to be a powerful tool. In a world where people receive countless

VTExperts sales intelligence tools

January 26, 2023
Article
The application of data, analytics, and technology to improve and enhance the sales process is known as sales intelligence. I revolve around the customer, market trends, competitors, and tools for monitoring and evaluating sales performance. The end goal of sales intelligence is to increase revenue by catering to customer needs in a better manner using informed decisions. In this article, we will look at how can you maximize sales performance with VTExperts sales intelligence tools Sales intelligence in CRM systems Integrate sales intelligence into the CRM system to analyze the information and track customer engagement. Especially, system admins can use it in CRM systems to organize customer data, so the sales team can target the audience more efficiently. Moreover, integrating different sales tools into the CRM system to provide a more complete view of the products to the customers e.g., marketing and sales campaigns, etc. Furthermore, sales intelligence provides CRM

Vtiger CRM 7.5.0 Changelog

December 29, 2022
Article
Vtiger CRM 7.5.0 Change Log Attention all VTiger CRM enthusiasts! The much-anticipated release of VTiger CRM 7.5.0 (open source) is finally here, packed with numerous improvements and new features. The standout enhancements of Vtiger CRM 7.5.0 include PHP 8.x support and Mail Converter Custom actions, which greatly elevate its functionality and efficiency Moreover, this update features an impressive tally of 45+ issue fixes and 30+ enhancement submissions, ensuring a more reliable and efficient experience. Without further ado, let’s dive into some of the most prominent new features, bug fixes and improvements of Vtiger CRM 7.5.0 Release Details Version: 7.5.0 Download Link: vTiger CRM 7.5.0 Release Date: November 24, 2022 Official Announcement: Vtiger CRM 7.5.0 GA Release — Vtiger Feature & Improvement Summary Features & Updates Vtiger CRM 7.5.0. now supports PHP 8.X The process of invoice creation is improved FastMail compatibility update Custom email converter actions are supported now Create recurring invoices from the detailed view reCAPTCHA v1 API

How to install Vtiger CRM

December 21, 2022
Article
In this guide, we will check how to install vTiger CRM system (Open Source)  on Debian 11 server. We will be using LAMP Stack for the installation. For installing the vTiger CRM system (Open source) you need to fulfill the following specs Linux server Debian 11 A user with root privileges Domain name pointed to your server Step 1: Installing LAMP Stack The very first step in installing vTiger CRM system is to install the LAMP Stack on Debian server First, make sure that your Debian repository is updated by executing the following command Once done, now install some packages and LAMP Stack using the following command After the installation of LAMP Stack and some other packages, execute the following command to check the Apache2 and MariaDB status Make sure, that it shows the status of Apache2 and MariaDB as “Active” Step 2: Configuring MariaDB Server The second step encompasses

Vtiger CRM 7.5.0 has been released

December 1, 2022
Article
As per the official announcement, the much-awaited VTiger CRM 7.5.0 (open source) has been released with a number of improvements and new features.  The most prominent changes to improve its functionality includes, PHP 8.x support and Mail Converter Custom actions This update caters to 45+ issues and 30+ enhancement submissions Check the official announcement here: Vtiger 7.5.0 is released Download the Vtiger 7.5.0 from here: Download Link Vtiger 7.5.0 and VTExperts services VTExperts Extension Pack compatibility with Vtiger CRM 7.5.0 Concerning the launch of Vtiger 7.5.0, VTExperts are actively trying to ensure that all the extensions that were previously compatible with Vtiger 7.x are tuned up and made fully completely with Vtiger 7.5.0 soon. Migrating to Vtiger CRM 7.5.0 We are already working on migrating to Vtiger CRM 7.5.0 for our clients. Feel free to contact us if you have any query regarding the migration to Vtiger CRM 7.5.0, as we do

VTExperts tools to help admins better manage Vtiger CRM

December 1, 2022
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The system administrator is one of the most in-demand roles in the IT world. He has access to all the records of the CRM system. The primary duty of the CRM administrator is to maintain the integrity of the CRM system and ensure that the system is up and running. Vtiger CRM system provides some basic instruments, to help system administrators to better perform their duties. In this article, we will look at some of VTExperts tools to help admins better manage Vtiger CRM. First of all, we will go through some major responsibilities of a system administrator Responsibilities of the System administrator Make the system secure: On the prominent responsibility of a system admin is to make the system secure from any type of data breaches and hacking attempts. Setting up firewalls is also a part of making the system secure Preparing a contingency plan in case of system

Collaboration tools by VTExperts for Vtiger CRM

November 24, 2022
Article
Team collaboration is always an integral part of any business’s success. In this digital era, collaboration tools in CRM systems are a must-have. That is why VTExperts developed extensions that enhance the process of team communication. Moreover, these extensions also make collaboration within the team and with the customers easy. Let us check some of the advantages of effective collaboration tools by VTExperts for Vtiger CRM Benefits of collaborative tools Skill sharing The first and foremost important advantage of collaboration is skill sharing. It helps team members to share their feedback and skill with each other. Collaborating with different teams and within the team works as a learning experience. So, collaboration helps in sharing knowledge and skills. Problem Solving When you came across an issue and even after trying several approaches you are still not able to solve it. What should you do next? In such scenarios, you should use

How Vtiger CRM assists in Sales

August 3, 2022
Article
In current corporate sector, CRM platforms are considered basic necessity for firms to manage their key functions. CRM helps to manage operations for almost every department. In this article, we will focus on the fact that how Vtiger CRM assists in sales process. As we know that Sales is one of those departments of a company that helps businesses and firms to grow. Sales department needs precise data to generate achievable goals. CRM helps to increase the proficiency of sales operations and generate revenue. Following are some of the advantages of using a CRM system for sales purposes. Advantages of using CRM for sales 1- CRM helps to boost the overall sales activities: With the help of CRM, you can check the past behavior of certain target audience. By utilizing the information created from raw data, you can easily recognize the interests and needs of your customer. Once you know

How to make emails avoid going to spam

July 13, 2022
Article
Emails are an integral part of Vtiger CRM. Vtiger can also be used to send out email campaigns using VTExperts Email marketing extension. A very common issue that email marketers face, is that the emails they send out in an email campaign are landed in the spam folder most of the time. In this article we will learn what causes your emails to land into junk folder and how to make emails avoid going to spam. Why emails land in Spam box There are a number of different factor which causes emails to land into the spam folder. Lets look at some of the most prominent reasons behind it Make sure that you have permission/authorization to send email to contacts you are incorporating in email marketing campaign. Do not buy the list of email addresses to use in you email marketing campaign as it can put you on risk of

VTExperts PDF template Tracker

July 7, 2022
Article
PDF’s are an integral part of digital documentation. Either you are a freelancer who is working alone or managing a big team, you will definitely come across pdf. Same is the case with VTiger users as well, from invoices to the birthday wishes to you valued customer, everything can be sent to the recipient using the PDF templates.  But, here comes a question that can a standard Vtiger functionality tracks a pdf templates? The answer is “No”. That is why VTExperts provide a special customization using which user can track the PDF templates send from the VTiger CRM system. In this article we will check how VTExperts PDF template Tracker Customization works. PDF templates shows the list of PDF templates that are sent from the VTiger CRM. It automatically generates a record whenever a pdf template is sent from the CRM How VTExperts PDF template Tracker customization works To understand the

Customize Vtiger CRM’s Navigation bar

April 20, 2022
Article
Any CRM’s primary goal is to improve user experience, and navigation bar/Top bar is one of the most prominent area that appears on every page. The same applies to VTiger 7 CRM. A sloppy navigation bar makes the CRM hard to navigate, while wasting a lot of useful on the screen. This in turn deteriorates the purpose of having a UX-friendly Navigation bar – at all. Navigation bar should be simple, yet accommodate all the elements that are helpful for the users to navigate through the CRM system. In this article we will look at how to customize VTiger CRM’s navigation bar/top-bar with its icon and content and use it to its fullest potential. The process in a nutshell is: 1. Download file This first step is to download and extract the files that will be required to modify the top navigation bar in VTiger. You can download the files

Availability Switch for Users in Vtiger

March 14, 2022
Article
Availability Switch for Users in Vtiger is a customization that allows to make a user available/unavailable for the “assigned to” field. if a user is unavailable then records cannot be assigned to that specific user. For example, if one of the CRM user is on leave, then the status of that user can be switched to unavailable and no records can be assigned to that user. Available/Not-Available switch After the customization each user will see available/unavailable switch top right corner of the CRM window. Using it they can tag themselves as Available and Unavailable. If the user is unavailable then tht user cannot be selected in “Assigned to” field When the switch is in Available state that means the records (Tickets Leads Contacts, etc.) can be assigned to that user When the switch is in Not-available stat that means the records (Tickets Leads Contacts, etc.) cannot be assigned to that

Configuring ShareX to take screenshots & screen recording

March 4, 2022
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Using screenshots and short videos you can better communicate the issue to us and it is much easier for us to understand the issue in this manner. You can take screenshots and record videos using ShareX and then send it to us via email Download link: ShareX Downloading and installing ShareX 1. Download the ShareX from the link provided above, once done install it 2. Once installed, you can access the ShareX from the taskbar. Right click on the ShareX icon to open the ShareX control panel Taking Screenshots using ShareX Kindly check the following procedure using which you can take the screenshots Go to ShareX > Capture Choose the appropriate option according to you needs (e.g. if you want to take the full window screenshot then select Fullscreen) Once you take the screenshot it will start appearing in the ShareX control panel and using it you can access the

Remove multiple emails from send email box (Document Designer)

December 30, 2021
Article
Sometimes, a single record contains more then one email fields. When user try to send a document designers template via email to that contact, multiple email addresses shows up. In this article we will learn, how can a user Remove multiple emails from send email box while sending a Document Designer Template With a little bit tweaking with CSS, you can make only the primary email of the record to appear in the send email box For doing so, first you have to install a browser extension, by the name of stylus Stylus Stylus allows you to easily install themes and skins for many popular sites. Get Stylus for chrome Here Once Stylus is installed, configure the Stylus for send email dialog box using Stylus editor Configuring a new Stylus Following is the CSS changes that you have to configure in the stylus [data-module="PurchaseOrder"] {display:none;}     Make sure to provide

Merry Christmas

December 23, 2021
Article

Vtiger CRM 7.4 has been Released

July 28, 2021
vtiger-7.4-open-source-released-features-changes
Article
The much awaited Vtiger CRM 7.4 GA is released now. It is a great news for the Vtiger CRM users, as plenty of new features are added in addition to the various major bug fixes. Vtiger 7.4 put emphasis on security and performance issues and most of the changes revolves around these aspects of the CRM system. You can download the VTiger 7.4 from here Download Link  Some of the most prominent changes in Vtiger 7.4 are listed below Comments are internal by Default in Vtiger 7.4 Secure format for passwords is enforced. Using it the password should be 8 characters long, with at least one number, one uppercase alphabet, one lowercase alphabet and one special character. Password regex format has been centralized. Now, user’s can also define their own standards in config_override.php file. So, it drastically increases the password strength as compare to the previous versions. Import now supports “Record

Guide to Upgrade from VTiger 7.1 to 7.2

July 15, 2020
Article
Upgrading VTiger CRM from version 7.1 to 7.2 is quite similar to the earlier versions.  Firstly, you must download the patch file, extract it, make a backup for your files/database and then finally run the migration wizard. Through this article you will be able to migrate your VTiger CRM 7.1 to 7.2.   Note:  You cannot upgrade VTiger CRM directly from version 7.0.1 to 7.2. You have to follow the upgradation path 7.0.1 > 7.1.0> 7.2 Migrating to newer version of VTiger CRM all by yourself is not an easy but doable task. If you have good enough knowledge regarding how migration works, then you will be able to do it by yourself. But if you think your data is too valuable and you do not want to take the risk, then we will suggest you to let our skilled developers and highly experienced team do it for you. Step by

Vtiger 7.2 has been released

May 28, 2020
Article
There is a great news for VTiger CRM Users, as VTiger recently announced the GA release of Vtiger CRM 7.2.0. According to the official announcement, this new release primarily caters the performance and security issues. VTiger CRM  7.2.0 uses improved and effective mechanism to stop SQL injections, moreover significant improvements are made in file security aspect as well. Some of the main areas of emphasis of Vtiger CRM 7.2.0 are as follows

Filters are added in Complete Record Timeline/Summary (Communication + Updates) Extension for VTiger

July 16, 2018
Article
In VTiger, if you are trying to find out more details about a contact/organization/lead, you would have to click through all the related lists and review any tickets/opportunities one by one. However, with the Complete Record Timeline/Summary (Communication + Updates) Extension for VTiger, you will be able to see all of it in a single glance. What it does is that it enables the user to see any communication (emails, calls, comments) as well as updates for a selected record. It rolls up the information from 3 relationship level deeps, meaning if you are viewing organization timeline, you will see any information related to organization (emails, updates, comments) as well as any information related to organizations’ tickets/opportunities (or other related modules).   We have added filters in this extension so you can see the updates of a selected module separately from the main timeline. For example, when user clicks any

Map Data in Emails from VTiger Records : New Addition in Email Marketing/ Automation Extension for VTiger

June 27, 2018
Article
We have added a very helpful feature in Email Marketing Automation/Campaign Extension for VTiger. This extension makes VTiger a delightful marketing tool because of its simple configuration. Comes with a step by step implementation Wizard with an easy to select & customizable marketing list that supports Leads, Contacts & organizations. Next step is to create new or select an existing email template. It supports Mosaico template builder other than the standard vtiger template builder so you can create innovative emails, simply and easily. Then there is a confirmatory/send summary view.   It also supports various email outgoing servers and works with our other extension, Multi SMTP. You can schedule emails to go out in batches (to avoid spamming them), set the failed emails to retry and shows status of the emails as Opened, Sent , Failed, Unsubscribed and Unopened. It also supports executive summary charts. Moreover, gives a built-in Unsubscribe

Introducing the Google Drive Integration with VTiger

May 18, 2018
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Google Drive is one of our recently added extensions that seamlessly integrates Google Drive with VTiger. Not only the Documents /Files/Folders in Google drive can be accessed from VTiger but they can be edited without downloading to your computer (supported files include Word, Excel, Text & images etc) by the Google File Viewer/ Editor. You can assign unique folders from Google Drive to the individual records and modules using a Built-in Folder Selector. It also shows the assigned Files/ Documents in two supported views that is Grid and List view. This integration also supports all modules, meaning that you can assign folders to any record e.g project, opportunity, order and access the folder while in VTiger. It is very user-friendly, Module-manager compatible  and got a rather straight forward Configuration Panel. After the configuration you can choose, create or assign folders from Google Drive to the records. For that, open a

VTExperts Comply With GDPR Regulations Update 2018

May 11, 2018
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This article explains the compliance of VTExperts Inc. with GDPR’s regulations until 2018. VTExperts has always been up to date when it comes to security standards and safety measurements. We’ve already been following the best practices in regards to collecting, processing, and managing our Clients’ data. So we took this opportunity to clarify how do we go about the data we have and how much is it that we collect. As we deal in VTiger CRM versions VTiger 7 and VTiger 6, GDPR affects greatly all of the CRMs just as VTiger CRM. For legal documentation, please see our GDPR compliance statement.   What Data Do We Collect? It is often considered that our extensions collect huge amount of data as they require constant connectivity to Internet. Here’s the correction. We DO NOT collect any of the data through our extensions. Our extensions need connectivity to our license server to