December
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