14

VTiger 7 Customization: Add/Create Opportunities from Mail Manager (Actions)

September 14, 2017
Article
  Mail Manager for VTiger 7 has improved significantly compared to the previous versions. It’s more responsible, modern and a lot easier to navigate and manage emails. As in previous versions, Mail Manager has a feature (action) that allows users to create new records from the email e.g contact, organization, lead, tickets and activities. The only thing it is missing is an action to add new opportunities. To accommodate that, we added an action to “Add Opportunity” right from the Mail Manager. It opens a quick create modal popup and creates the opportunity + links the email message. That’s just one of the VTiger customizations we’ve done, if you are looking for a similar customization e.g adding other modules to Mail Manager or customizing it in any different way – please shoot us an email at help@vtexperts.com