Activity Reminder (Alert/Popup) Extension is designed to calendar reminders similar to outlook. The reminder popup shows up automatically when the activity is due and displays current day’s activities with basic details such as subject, description, related to (contact, lead, organization, etc..) as well as Due In. In addition, built-in Snooze option allow the user to snooze all or individual activity. How to Configure Activity Reminders Go to the Menu >> Settings >> CRM Settings >> Other Settings >> Calendar Popup and select the modules. Click on this Icon to see all the Activities for the day. You can also snooze the popup. For further help, contact us on firstname.lastname@example.org. We’ll be glad to be of service.
Data Export Tracker is an Extension that allows system administrators to track any export or data copy initiated from the CRM. It tracks exports from Lists, Reports, Scheduled Reports as well as copying data using “CTRL+C” or Mouse (Right Click > Copy). How to Track Exporting or Copying Data Go to Menu >> Settings >> CRM Settings >> Other Settings >> Data Export. Click on the “Edit” button to configuring. Check box the conditions you want to keep track of and click on the “Save” button. Here you can see if anyone have Exported/Copied the data with the Date and Time the the User too. For further help, contact us on email@example.com. We’ll be glad to be of service.
Hide Empty/Blank Fields Extension allow users to displays only those fields that have been filled, hiding the blank fields as the name suggests. It’s flexible configuration panel allows you to bar the fields from display as well as configure to hide only ‘special words’ in the fields that you would like to have hidden. How to Hide Empty Fields Go to Menu >> Settings >> CRM Settings >> Other Settings >> Hide Fields. Click on the “Add Hide Fields” button to configure Hidden fields. Select the module and the fields(For this example i have selected all fields. You can select specific fields too). You can also Add the values you want to consider as empty. Here you can see in the contact details the Empty fields are hidden. For further help, contact us on firstname.lastname@example.org. We’ll be glad to be of service.
In Vtiger 7 user can add color comments by using our Advanced Comments extension. It is simply an enhancement to existing comments functionality. It adds up to two picklist fields to the comments section and allows the user to “categorize” comments added. In addition, comments are highlighted based on the configured picklist value, which makes it even more useful. In addition, it supports rich text formatting in comments. How to Color Code Comments Go to Menu > Settings >> CRM Settings >> Other Settings >> Comments(Advanced). Name the picklist and click on the Green button next to the save button to configure the color comments. Click on the “+ Add Value” button to add a new picklist value. Enter a value name and select a color. You can add a color comment by selecting the Picklist(For this example Reason). Here you can see the color comment. For further help.
Conditional alert is the extension that allows to setup popup alerts while viewing, creating, or editing records in VTiger 7. The alerts can be based on the conditions of any fields in records related to then current one. So you can specify the status of a related record to impact another one. It has lot of other features like where do you want to give the alerts, or stopping users to create new records when a specific condition is met. We’re enhancing the functionality of Conditional popup/alerts extension for VTiger by adding the support for mapping data by simply using the short code for a field. For example, you can use $last_name$ to bring on the Last Name of the record, or to populate the conditional alert popup with email ID of the contact, $primary_email$ string will do the work. This mapping works with any of the field of the
Quick Edit extension for VTiger is developed to give the ability of edition of related records (1:m, 1:1) when in Edit/Create view of primary record. The extension adds “Pencil” icon next to every Relation field with which you can avail the editing capabilities. How to edit Organization from the Contacts Open a “Contact“ and click on the “Edit” button. Here you can see next to the “Organization Name” there is a “Pencil Icon” click on it to open a Quick Edit window. It will allow you to change the information on the Organization while you’re still on the Contacts. Here you can see the applied changes. For further help, contact us on email@example.com. We’ll be glad to be of service.
List Export to XLS Extension is designed to make exports from VTiger a little easier. It adds an option to export information from VTiger lists into .XLS (excel), while standard functionality only supports export to .csv, which can be tedious to format. How to Export Lists to Excel Go to any list and select the number of records and than click on the “More” button and select “Export to Excel” to create an export into “Excel”. Here you can Export selected Records, Data on the current page and Export all data. It will produce an Excel File which will look like this. For further help, contact us on firstname.lastname@example.org. We’ll be glad to be of service.
There was no app in the whole VTiger market that could provide 2 – factor authentication ability to login for VTiger users – until now. Secure Login or Enhanced Security for VTiger users is the extension that adds several extra layers of security to your VTiger. It allows to put several restrictions to keep it secure, as well as keep tabs of the failed attempts to login. You can study the features of Secure Login extension for VTiger 7 here. We’re extending the securing capability by adding the famous 2 – factor authentication and even more controls. The feature allows system admins to enable 2 – factor authentication for VTiger users. Once its enabled, when some user logins to his account from a new IP, the system asks for a unique authentication code that is sent to the registered email address for that user. System admins can also enable locking
VTiger 7.1.0 GA/Stable has just been released. According to official announcement there were 200+ key functional and at least 500+ usability issues closed/corrected. In addition, VTiger 7.1 comes with new customer portal, which uses REST API instead of SOAP. Here’s the official vtiger announcement. We are happy to announce the availability of Vtiger CRM 7.1.0 GA today. This release mainly targets on improving stability over the redesigned Vtiger 7 UI, which was rolled 10 months ago. Continuing the journey on the issues reported we have addressed 200+ key functional issues and knocked off at-least 500+ issues of usability or inconsistent behaviour that were present in earlier versions. Customer Portal add-on too gets a makeover with this release and is modelled using REST API instead of SOAP driven (old version). This adds much more capability to extend and makes it easier integrate with existing application much easier. We recommend the
Businesses working with multiple currencies in VTiger often run into limitations, where the currency can only set on a user level, while the currency should be set on the record level. At the moment, the multi currency is supported on Invoices, Quotes, Sales & Purchase Orders. However, that’s not sufficient in most cases, the businesses need to set currency for other modules as well as be able to view records in set currencies. One of our customers manages deposits, batches and invoices in multiple currencies. We added an option to set currency on a record level i.e batch or deposit. This allows user to see the proper currency set as well as report on it. The currency symbol is maintained on the record level as well as lists.
VTiger has an option to create custom picklist fields and define the values that go into that dropdown/picklist. The only downside is, that in order to remove dropdown value – you have to delete and replace it with something else. In many cases, this is not acceptable solution. For example, if you are selling certain type products i.e “Product Category” is “Hardware” and decide you no longer need the “Hardware” value – your only option is to delete it completely, which would update all existing products and clear or replace that value. This is just not acceptable. We built an option to retire picklist values by setting them “Inactive”, meaning that the value will remain on the record e.g product, however the users will no longer be able to select it in the dropdown nor will it show up anywhere else.
Record Numbering in VTiger is very limited. In Standard VTiger, you can only configure record numbers to have prefix and a sequence number. In most cases, this is not sufficient. We get a lot of requests to customize record numbering and add customer name as prefix, month, date or a custom field value. Here’s what we did for one of the customers: Prefix: SC (quote) or AFF (opportunities) (This never changes) Year : 18, 19, 20, etc.. (This is updated once a year on the 1st of January of each year, and we take the last two digits of the year. This is applied on both quotes and opportunities range numbering.) Month: 01, 02, 03, 04, etc .. (This is updated the 1st of every month, based on the numbering of the month within the year. Once a year, you will have the yearly and monthly change at the same time
Color Code Comments In VTiger 7