July

vTiger Customer Portal Troubleshooting & Errors

July 11, 2014
Article
vTiger Customer Portal is a great addition to the CRM, however there are a lot of things that can go wrong during the setup & install. Some of it are just user errors and some of them can be environment(server) related. Please Enter a Valid Username and Password This is most likely caused by one of two things: You’ve copied the password and it contains some spacial characters within your clipboard – try typing it in manually. The password is not correct, you can lookup the username/password directly in the database. The table to look at is ‘vtiger_portalinfo‘. Could not connect to server. Please contact the administrator. This is the most common vTiger Customer Portal issue that comes up. Few things might have gone wrong: PHP Soap Extension Make sure that PHP SOAP extension is installed. It is critical to have the extension installed, if it’s not there – the

vTiger Customer Portal Demo

July 11, 2014
Article
vTiger Customer Portal is one of the key components of the CRM. It allows your Customers(Contacts) to log into the Portal and see their or their organization’s Tickets, FAQs(Knowledge Base), Invoices, Quotes, Products, Services, Documents, Contacts, Organisation details, Projects & Assets. We took upon ourselves and setup a demo of vTiger Customer Portal as well as vTiger Demo instance where you can access and experience the Customer Portal yourself. vTiger Demo Link: http://demo.VTExperts.com/vtigercrm/index.php Username: demo Password: demo vTiger Customer Portal Demo Link: http://demo.VTExperts.com/vtigercrm/portal/index.php Username: demo Password: demo Trying to set the vTiger Customer Portal by yourself? Check out our article How to Setup and Configure vTiger Customer Portal Module as well as vTiger Customer Portal Common Errors & Troubleshooting. Still not able to get it up and running? Feel free to contact us at support@VTExperts.com and our team will help you get it up and running in no time.

How to Install/Setup and Configure vTiger Customer Portal Module

July 11, 2014
Article
One of the really useful features of vTiger is the Customer Portal Module. vTiger Custom Portal Module allows your contacts(customers) to login and see information such as Tickets, Invoices, Quotes, Documents, Contact & Organization information. vTiger Customer Portal modules does not come standard with the install and requires some skill to install, configure and set it up. Configure vTiger Customer Portal Module Permissions The first thing you will need to do is configure permissions. To do so, go to “CRM Settings” > “Other Settings” > “Customer Portal”. Privileges – The selected role field permissions will be applied to the Customer Portal user. For example, if you setup the Role so it can not modify specific field – the same permissions will be applied to the Customer Portal Users. Default Assignee – Tickets will be Assigned to the selected Assignee by the default Group/User from the Customer Portal. Portal URL – The URL

How To Create Contacts/Organization Custom Lookup/Related To/Relationship Field in vTiger

July 10, 2014
Article
vTiger has a flexibility of creating custom picklist, text, currency… fields, however is lacking an option to create custom lookup/related to/relationship fields. We’ve created a detailed guide to walk you through creating a custom Contact or Organization relationship field. Note, it will require some knowledge of MySQL database and how to connect to it, but other than that – the steps are fairly simple. Creating a Custom Field Open Field Editor. (CRM Settings > Modules > Select the Module > Edit Fields) Create new Custom Field. Select field type as Integer as it will be storing record id. Length can be set to 10(or more if you are planning to have 10M+ records). Connecting to the vTiger Database via phpMyAdmin Easiest way to connect to vTiger Database is via phpMyAdmin. Once connected, open the table vtiger_field and find the new field just you created. The quickest way to find the