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VTiger 7 Customization: Contact Relationship & Referral Management

October 2, 2017
Article
  VTiger does not currently have any way of managing relationships between two or more contacts, meaning that you can not link 2 contacts and set relationship as “Spouse”, “Husband”, “Referral” or whatever it might be. We have designed a module that allows exactly that. It was built in a way where it does not modify any of the core files and is completely independent, compatible with workflows and  reports. It’s a custom module that has 2 contact lookup fields, one for primary person and the second for the secondary contact. There are also 2 fields to select relationship as well as description fields for any additional details. It can be used in variety scenarios, such as family relationships, referrals, hierarchy, custom assignment and many more. That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.