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VTiger 7.1 Features Development

September 25, 2017
Article
We have some exciting news for VTiger open source community! VTiger developers have been working on a VTiger 7.1 release and just informed us on the new feature that will be introduced. The original message below   We would like to update you that we have been working on Vtiger Open Source V7.1 features and planning to release it in couple of weeks. Following are the list of features including differed issues from previous version. Features : Follow A Record (Click on Star icon to follow a record. By following any record, you get updates on it as other users of your organization modify the record. these updates are notified to you via channels enabled in the Notification Center Settings. De-select the Star icon to unfollow the record.) Duplicate Record Prevention (Prevent duplicate records in Vtiger from all sources by enabling duplicate check) Webform Attachments (Allow user to attach files to

VTiger 6 Customization: Customized Email Templates with Sharing/Permissions + Workflows

September 25, 2017
Article
    VTiger has built-in email templates, which can be used in workflows as well as sending emails from the CRM. For most businesses standard vtiger email templates are sufficient as they provide ability to quickly send templated emails. We received multiple requests regarding the permissions/sharing as well as workflow capabilities that related to email templates. In standard VTiger you can not share or restrict a user/group/role from accessing certain email templates, which makes it difficult to use them for business with multiple departments. To overcome that, we customized email templates to support sharing/permissions where you can select users/groups/profiles/roles and assign them to the email templates. This layer of permissions really helps to separate the departments and restrict visibility in certain cases. Next, since templates can be used in workflows, and some of the templates are created for workflows only – it wouldn’t make sense to see them when sending regular