Vtiger’s aims and objectives have never been lesser than providing the best possible outcome to users. And when you rely upon us with your valuable information, we make sure to keep it secure and safe from every possible threat out there. That’s why we designed some really effective tools to keep the security at best. In this article, we summoned up a list of three security extensions by Vtiger that can eliminate and avoid any potential threats to your data. Enhanced User Security There is a renowned quote, “You catch more flies with honey than you do with vinegar”. Likewise, the sensitive information in your CRM attracts more threats as your business grow. Vtiger’s Enhanced User Security is the extension that ensures a strong defense against any potential invasions. With carefully designed and professionally employed features of this extension, the possibilities of getting hacked are eliminated. The login security extension
This guide will walk you step by step through the procedure of migration of VTiger 6.2 to VTiger 6.3. As the process is known to be pretty technical and quite complicated, you might want to get an expert for the procedure. We, here at VTExperts, provide all VTiger related services including Upgrading CRM from any to any version. But considering that you may feel to give a go at it by yourself, we are glad to explain the procedure in thorough details here. The following step-by-step guide is applicable only for the Upgrade from VTiger 6.2 to VTiger 6.3. Create a Backup of VTiger Database It’s very important for the obvious reasons; you’d not lose your important data in case things go south. Acquire the Patch File for VTiger 6.3 Upgrade Now you’ll need the Patch that contains the necessary files. You can download the patch from VTiger’s official page or here’s
If you and your organization use one of the best email manager Mozilla’s Thunderbird, there is a great deal of options in Vtiger 7 for you. Vtiger 7 Thunderbird extension allows attaching emails to leads & contacts, import/export contacts and create records in Vtiger CRM from thunderbird. Limelight Features The information between Vtiger CRM and Thunderbird can be easily harmonized with Thunderbird extension of Vtiger. With this extension, you can: Attach Emails Create new contacts Create new leads Import/Export contacts Add new contacts or leads from thunderbird address book to Vtiger database And lot more. And all of these features can be availed without even the necessity to log in to your Vtiger 7 account. Learn more: Our new extension Corrensa is available with same features for Gmail, Outlook, and Office365. Thunderbird Extension’s Services The extension is designed for high tech business email administration and its features are not limited
Twilio is a cloud communications tool that allows software developers to programmatically make and receive phone calls and send and receive text messages using its web service APIs. But if you have opened this article specifically because of the name of the tool, you’d probably know it. In this guide, we’ll take you through the tour of setting up phone calls with Twilio in your Vtiger 7 CRM account. Note! This feature is available in Sales Professional, Support Professional and Ultimate Edition of Vtiger CRM. Setting up Phone Calls with Twilio Twilio Account First things first; visit the Twilio website to get an ID for your company. All the necessary documentation about the Twilio sign-up has been provided. Install Phone Calls Module in Vtiger 7 The Phone Calls module is not installed in Vtiger 7 by default to avoid complexity. The process to get the module from Vtiger Extension Store and install is quite simple:
We all can agree that versatility is the future. But it’s present too. Your CRM users would surely appreciate some control and customizations, and with Vtiger 7 that is exactly what you can provide. The CRM is not merely customizable for you, but the users can update their personal information using My Preferences. We designed this tutorial to give you better understanding. The customer information can be updated by: Clicking on the User Namein the top right corner and selecting My Preferences Then by pressing Edit, will allow to update the details (the fields are discussed later in the article) Do press the Save button in the end. Note! Shift the view to narrow (or wide view): Switch to compact listings to see more rows and reduce scrolling. You can now configure the width by clicking on drop-down in the upper right of My Preferences page. This setting is available for all list views and details
The Subscription module has broad compatibility range. Consider a cellular company that bills customers on daily, weekly, monthly, and quarterly basis. The final bill is generated after the inclusion of calls, SMS, data usage, value added services, and tax for the whole month. Now, that is a very complex task, as call charges are to be calculated every call, and same goes for all other services. Calculating the bill for the whole month usage of one customer is itself tough enough, let alone managing millions of subscribers. Vtiger 7’s Subscriptions module is an exceptional tool to manage invoice relevant and payment processing problems. With this tool, the whole process including invoice generation to payment management can be automated, saving thousands of precious hours per month. Note! This feature is available only in Ultimate Edition of Vtiger CRM. Installation of Subscription Module First of all, Subscription module is needed to be installed from the
Online markets are flooded with email clients, and we cannot deny their necessity. Also, every client is fulfilling the needs of a fair amount of organizations. You’ll have one too. But there is more to Vtiger’s email manager. With Vtiger 7’s email manager, communications with customers, from basic to elite level, are handled more efficiently. Keeping track of sales and support groups gets way easier, as all of the emails your team send or receive are channeled through your CRM’s own client. Moreover, it is the simplest way to bring all of the communication to a single showcase. It is undebatably an essential requirement of a firm to observe all of the email conversations of sales and support teams. Vtiger’s email plugins let you archive all the emails in conversation stature, so the discussions about deals and services are open to anyone with the access. All of the emails can
VTiger CRM 6.4.0 – Security Patch Release Security patch has just been released addressing multiple vulnerabilities within VTiger, patch covers minor xss and non-admin access control issues shared by security advisories (Sebastian Haas & Tomotaka – JPCERT/CC). This is a security release for all previous versions and we strongly encourage you to update your instance immediately. How to apply the patch? Backup your VTiger files & database (recommended but not needed assuming you know your way around the system). Download patch from here Overwrite the files from the patch to the VTiger file system /include/utils/VtlibUtils.php /modules/Users/actions/Save.php vtigerversion.php Assistance Not sure or comfortable applying the patch yourself? Please email us at email@example.com and we’ll have one of our experienced developers apply it for you.
Vtiger 7 is fully customizable and comes with many extensions and integration options. Now our think tank is exactly aware of users’ demands, and we are not forgetting the need of Paypal merchant account integration. So we designed this guide to describe how to configure a Paypal merchant account in the Payments module. The Paypal Digital Goods Checkout payment method is the solution that enables a user to accept payments via secure Paypal gateway. To receive payments online, you will have to own a functional Paypal Business Account. Paypal merchant account configuration in Vtiger 7 CRM is not a rocket science: First of all, click on the Menu icon Then browse the Settings and look for Inventory Then select Subscriptions There you can add a new gateway with the help of +Add Gateway button A popup named “Configure Merchant Account” will appear demanding the basic details and credentials required for the login.
No supportive arguments are needed to describe the grandness of Office 365. So what if you could synchronize all of your Contacts and Calendars from Office 365 to your CRM account and the other way? In fact, you can. Vtiger 7 connector let you save and update your contacts and calendar events from Office 365 to Vtiger CRM account as well as from CRM to Office 365. Note! This feature is available in Sales, Support and Ultimate Editions of Vtiger CRM. The collaboration of the Vtiger 7 integration and Office 365 keeps your contacts, emails, calendar, and all of the other relevant information up to date on both sides. That way, you won’t have to manually modernize any of the database. It also kicks out any possibility of error. Plus, you will not have to recruit extra help for the manual work. Learn about Corrensa for Office 365, a powerful Chrome extension to synchronize the