2013

Schedule Event, To-do. Send Email from Opportunities in vTiger CRM

December 23, 2013
Article
vTiger CRM is lacking the ability to send email or schedule an event/to-do for the opportunity. We’ve developed the extension which allows you to Send an email to associated Organization as well as schedule Event or To-do for the opportunity. It’s really helpful to be able to have an event scheduled for the opportunity rather than the Organization. You can also send emails to the Organization from the Opportunity. Do you find this helpful? If please please contact us and we’ll set you up and tailor it to your needs.

In & Out Of Stock Control for Products in vTiger CRM

December 23, 2013
Article
We’ve developed a feature which will allow the user to see the product status(“In Stock” or “Out of Stock”) when adding to the Quote/Invoice or Sales Order in vTiger CRM. The status field is flexible and can have additional values if needed. This feature tells the user that the product is in/out of stock rather than not displaying the product at all and making the to wonder if the product name was entered properly. Have something in mind? Need something similar? Please contact us and we’ll help you out.

Attach Multiple Files to One Document Record in vTiger CRM

December 23, 2013
Article
The feature we developed will help you save time and hassle uploading Documents to vTiger CRM. This feature will allow you to attach multiple files to one document record in vTiger CRM. This is helpful if you are scanning a lot of documents and want to be able to attach them all to one record instead of creating a separate document record in vTiger CRM. Looking or something similar? Please contact us and we’ll help you get there.

Convert Quotes/Invoices/Sales Order to Projects in vTigerCRM

December 23, 2013
Article
We’ve developed the functionality allowing users to easily and quickly convert vTiger CRM Quote/Invoice/Sales Order to a Project. The Project will have associated Project Tasks(either new or cloned(from existing ones)) as well as associated Project Milestones. This is very helpful for business who have to create projects from the Quote/Invoice or Sales Orders. Having this feature will cut down your time to do so by 99%. It only takes a split second to convert Quote/Invoice or Sales Order to Project.   Extension is now available for VTiger 7. Find out more here: Convert Quote/Invoice/Order to Project – Extension for VTiger   Have something similar in mind? Please contact us and we’ll help you get there.

vTiger CRM Address Look-up Integrated with Google Maps

December 23, 2013
Article
We’ve integrated vTiger CRM and Google Maps/Addresses to allow users to quickly and accurately enter the address for the record. Street, City, State, Zip, Country are auto-filled upon selecting the address. This feature can be used by any type of business, it really cuts down the time needed to enter the address quickly and accurately. Is this something you could use? Or you need a slightly modified version? Please contact us and we’ll help you to develop the solution that meets your needs.

Highlighting Modified Product/Services on Invoices/Quotes

December 23, 2013
Article
We’ve modified the vTiger CRM Invoice/Quote Item Details view to allow the user to easily see the modified products or services. As you can see in the video – each line is highlighted upon adjusting any of the product or service field. This feature is helpful for businesses who do a lot of transactions with many products or services and need to keep track of modified items on the Invoice/Quote. Have something in mind? Please contact us and we’ll work with you to develop the solution which meets your needs.

vTigerCRM 6 RC Is Now Available!

December 19, 2013
Article
vTiger CRM 6 RC Has finally arrived! vTiger CRM 6 is a complete overhaul of the previous versions. vTiger CRM 6 has more modern and elegant look, a lot of improved functionality such as ability to add & link records on the fly, be able to see the records in a summary view, a more efficient way of seeing updates & linked activities as well as improved field & related list manager and many more.. The Installation of vTiger CRM 6 RC is a straight forward operation. Before you start the vTiger CRM 6 RC Installation – make sure you server is compatible with it. Make sure that your server has: Apache 2.1+ MySQL 5.1+ PHP 5.2+, 5.3 php-imap php-curl php-xml max_memory (min. 256MB) max_execution_time (min. 60 seconds) Once confirmed – move on to the vTiger CRM 6 RC Installation. 1. Download vTiger CRM 6 RC from one of the links

VTiger CRM 5.4 to vTiger CRM 6.0 Upgrade/Migration Tool

December 9, 2013
Article
Long waited vTiger CRM 5.40 Upgrade/Migration Tool to vTiger CRM 6.0 has been released. Since there’s no stable or RC version of vTiger CRM 6.0 – this migration/upgrade tool only works with the beta version. According to vTiger CRM developers, this should not be used for production and is only for testing purposes, however if you want to move quickly and can not wait for RC/Stable version – you should be able to upgrade your vTiger CRM 5.40 to vTiger CRM 6.0. We’ve done few migrations already and it seems to be working as expected. The migration/upgrade process is quick and easy to perform, however if you don’t feel comfortable doing it – feel free to contact us and we’ll help you out. First and the most important step is – backups.You have to take a backup of you existing vTiger CRM database and the file structure. The way the

Automatic Call Logging – vTiger CRM Android App!

October 29, 2013
Article
vTigerCRM has just released an update for it’s Android App. The vTiger CRM Android App Update includes: Mobile Call Logging Whenever you get an Incoming or do an Outgoing call – the contacts from your vTigerCRM are matched against the number you are dialing/receiving and automatically records the call and places it in Contact’s Activities tab. It’s really helpful to keep track of calls made and receive – you have no longer to do that manually. Offline Record Editing If you find yourself in an area where there’s no service or you are out of your wifi zone – you will still be able to view update your vTigerCRM records. Once you get back online – the changes will sync to vTigerCRM. Miscellaneous bugs Few minor bugs and enhancements have also been included in the new release. The app can be downloaded at official vTiger CRM store.

How to Create a Custom Module In vTigerCRM 6?

September 25, 2013
Article
vTiger 6 came out with a very useful and easy to use tool to create custom modules. Unfortunately, the tool is not part of the user interface, however with a very little knowledge of unix and ability to navigate using SSH connection – you will be able to create a vTiger custom module within few seconds. Firs thing you need to do is find out how to connect to your server via SSH. For those how are using shared hosting, it is not always an option, so you should check with your hosting provider if this option is available. Assuming you have access and know how to connect, go ahead connect to the server and navigate to your vTiger directory. The tool is located at /yourvtigercrm6/vtlib/tools/ folder, go ahead and navigate to that folder, assuming you are in your vTiger6 folder, you would just do cd  vtlib/tools/ There is a file

vTigerCRM 6 Live Demo

September 4, 2013
Article
If you haven’t had a chance to explore vTiger 6 Beta yet – you should. The looks of it is completely redesigned, it as a lot of new views and functions. I’m not going to talk much about it in this article – the purpose of it is to have you check and evaluate it yourself. Link: vTigerCRM 6 Live Demo Username: demo Password: demo

How to Change Default “Select Popup” Columns in vTiger?

August 30, 2013
Article
Out of the box vTiger does not allow users to configure the “Select Popup” columns using the interface.  The work around requires some knowledge of vTiger database structure and basic php skill. The “Select Popup” is a popup which shows up when you click “Select Products” or “Select Services” or when you click on any “Select” button on the system. Note, once you change the columns for one module – the same columns will be displayed system wide. For example, if you change “Product” columns – every time you “Select Product” – customized columns will show up. The procedure below describes how to add “Product Category” to the “Select Popup” in vTiger. Go to “/vtigercrm/modules/Products“ Open “Products.php” with your favorite text editor Find the function “$list_fields” and add the desired field label, table and field name. Again, this requires some knowledge of database and php, but you should be able

How to Create Description Type Field/One Column Layout in vTiger?

August 30, 2013
Article
By Default vTiger does not allow to create “Description Type” fields using the “Field Layout Editor“. The “Description Type” vTiger field is a field which takes up the whole row in the block and no other field can be added next to it. In order to add the “Description Type” field in vTiger, you will have to: Create a “Text Area” Custom field. It’s just a custom field but the type is “Text Area” Next, you will need to modify the database. If you don’t feel comfortable doing that, please contact us and we’ll help you out with it. Connect to your vTiger MySQL Database Open table “vtiger_field“ Find the fields you just created set “uitype” to “19“ Save the changes and refresh the record screen. You will notice that the custom fields are now stretching through out the entire block. Note, you can also accomplish “One Column Layout” view

How to Change vTiger Global Search Result Columns/Fields?

August 30, 2013
Article
Out of the box vTiger does not have an option to change the Global Search Result Columns/Fields in the User Interface, however there’s a way around. Basically – you need to create a vTiger filter and specify the columns you want to see. Note, the filter does not have to be set as default, but has to be public. In addition, in order for it to work, you will have to create filters for all the modules you want to use in the search, in other words, the filter you create will be used to display search results, and if the filter does not exist, it will not show any results, so again each module that you want included in the search should the the filter created. The filter name should be the same for all modules. Once you have the filters created, the next step is to specify which

What to do If you get a Blank/White Page In vTiger?

August 30, 2013
Article
There can be multiple reason as for why you are getting Blank Page in vTiger. It can be server configuration, vTiger error, or a permissions issue. The first step you should do is enable error reporting in index.php. You can do that on the server site as well. To enable error report you will have to add an additional line to index.php. Go to “/vtigercrm/” Open index.php with your favorite text editor After <?php create a new line and add “ini_set(‘display_errors’, 1);” – (exclude double quotes). Save it Now you should be getting an vTiger error message instead of blank screen, which will help you to identify & solve the issue. If you need help trying to figure out what went wrong, feel free to contact us.

How to Change Listview Columns for any Module in vTiger?

August 30, 2013
Article
By Default vTiger has a filter “All” which contains the commonly used fields, however sometimes those fields are not enough and it would be nice to include other fields into “All” filter. Unfortunately, you can not edit “All” filter using the user interface, however there’s a work around. In order to specify the columns we always want to see, we will have to create a custom filter and set it as public & default. I will explain how to do that for Contact module – you can follow the same procedure for any standard or custom vTiger module. Go to Contact List Click “Create Filter” Enter “View Name” which is a filter name Check “Set as Default” – when checked – it will always open this filter as default Check “Set as Public” – filter will be public and other user will be able to use it as well Choose

How to Change Default Trouble Ticket Order In Listview?

August 30, 2013
Article
Out of the box vTiger does not have a Graphical user interface to control the default sort order for listviews. Each business is different and everyone has their own needs. In order to change the default sorting order on Trouble Tickets listview – you will have to modify few files. First, we need to set the default sorting field and order. Go to /vtigercrm/modules/HelpDesk/ Open file “HelpDesk.php” Find a line which has “var $default_order_by” and change the value to preferred sort field. Note, it should be field name and not the field label. The line below will be “var $default_sort_order” – By default it’s set to DESC (descending order), it can be changed to ASC (ascending order) if needed. Once changes are made, save the file. Second, we need to enable the default sort order. Go to /vtigercrm/ Open file “config.performance.php” Find line which as “‘LISTVIEW_DEFAULT_SORTING‘” and change it to

How to Hide “Contact Image” Field in vTiger?

August 29, 2013
Article
By default the “Contact Image” field on the Contact screen is active, and unfortunately you can not hide or deactivate it using the Field “Layout Editor“. Most business don’t collect contact images and this field/section just takes up valuable screen space. In order to remove it, you will have connect to the MySQL Database and run the query which will hide the field. Make sure you have a backup before you run any queries on the database. UPDATE `vtiger_field` SET `presence`=’1′ WHERE `fieldlabel` =’Contact Image’ AND `tabid`=’4′ AND `fieldname`=’imagename’ AND `fieldid`=’108′;

How to Change Default “Related To” From Organizations to Contacts?

August 28, 2013
Article
Out of the box vTiger does not support setting the default “Related To” dropdown values. The “Related To” dropdown is used in many modules such as “Trouble Tickets”, “Opportunities”, “Projects”, “Service Contracts”, etc… In order to change the default “Related To” value from Organizations to Contacts, you will have to adjust the database. Note, if you are not familiar with MySQL and the database structure, you are better off having someone else do it. We would be glad to help – Contact us. The table that needs to be modified is ‘vtiger_fieldmodulerel‘. Open the table and you will see the first 2 rows are: You need to change the “relmodule” value to switch “Accounts” with “Contacts” and “Contacts” with “Accounts“. Whenever you start a new Opportunity/Potential the default “Related To” value will be the the first one for the “module”. The end result should be: Again, if you need help

The record you are trying to view has been deleted

August 28, 2013
Article
The vTiger error “The record you are trying to view has been deleted” is presented when the the record you are trying to access does not exist. It does not necessary mean that the record has been deleted, the reason for that is, if you were modifying the code or the database you might have changed the function which loads the appropriate recordid or when the record is not created properly but the system still thinks it was and opens the record using the ‘new id’ which does not exist. It’s almost impossible to determine why it happens without looking at the code. If you would like us to look at it – feel free to contact us.

How to Change Field Labels in vTiger?

August 28, 2013
Article
Unfortunately vTiger does not have an option to change the field labels using the user interface. However, there are few ways to do it. Let’s say we want to modify the field label for Account field “Rating”. The first and the easiest method is to modify the vTiger language file and replace the existing field labels with new ones. Go to “/vtigercrm/modules/Accounts/language/“ Open “en_us.lang.php” with your favorite text editor Find the word “Rating” and replace it with the new label. Save the file and refresh the Contact screen – the new label should show up. The second method requires knowledge of MySQL database structure, so if you are not familiar with tables and field, you are better of going with method one or three. Connect to your vTiger database Find table ‘vtiger_field‘ Run the query ‘select * from vtiger_field where fieldlabel=’Rating’;‘ Edit the row and change the fieldlabel value to

Why does the Orange Icon with Exclamation Point Show up in Listview?

August 28, 2013
Article
The Orange icon with exclamation point inside indicates that the record has been modified by the user who is not the record owner(Assigned To). If you find this Icon Annoying you can easily remove it by replacing the file “important1.gif” in “vtigercrm/themes/images/” with a one pixel .gif image.
12
Next page
0