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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
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