July
Import Time Logs Into Timesheets In VTiger 7
July 27, 2018
Article
Timesheets is an extension for VTiger designed to elegantly track employee (user) time, with ability to visualize it. It supports custom periods, where you can adjust the length of the period to fit your business. In addition, periods can be locked to prevent any further modifications. It’s simplistic design, makes it extremely easy to log the time and specify the reason, description as well as associate it with an existing record in vtiger. How to Import Time Logs In Timesheets list view click on the “Import” button. Select the .csv file. Handle duplicate. Configure Field mapping. Here you can see the Import summary. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Configure Overtime In Timesheets Extension In VTiger 7
July 26, 2018
Article
Timesheets is an extension for VTiger designed to elegantly track employee (user) time, with ability to visualize it. It supports custom periods, where you can adjust the length of the period to fit your business. In addition, periods can be locked to prevent any further modifications. It’s simplistic design, makes it extremely easy to log the time and specify the reason, description as well as associate it with an existing record in vtiger. How to Configure Overtime Go to Menu > Settings > CRM Settings > Other Settings > Timesheets. Here you can set the limit of number of overtime hours. It will automatically recognize any hours logged above specified amount as Overtime. Here you can see the number of Overtime hours. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Fair Use Policy
July 23, 2018
Article
Introduction VTExperts’ services are based on following: Extension Pack – Subscription based licenses Support for VTiger – hour based Support for VTiger – plan based Support for VTiger – incident based Extension Licenses – perpetual VTiger Hosting VTExperts Extension Pack Extension Pack For VTiger offers extensions based on monthly/half yearly/yearly subscription basis. As per the policy, the payments are received prior to the usage period. If payments are pending, notifications are sent before temporarily stopping the services. VTExperts do not take the responsibility of the damage caused by the stoppage of the services. The services are resumed within 24 working hours after the dues are cleared and notification received from the service receiving entity. The subscriptions are auto-renewed at the end of every month/half year/year (whichever is applicable). It is not allowed under our current policy to keep the subscriptions unpaid for long duration again and again. VTExperts has complete
Add Tags To Any Record In VTiger 7
July 20, 2018
Article
Tags are a way to organize your data in the ways that are more customized to your company. Tags help you find records that are otherwise not easily searchable. Tags are an easy way of labeling a record using a word, or short phrase. Multiple tags can be associated with a record. They are the most powerful tools which will differentiate the important records from the other records. How to Add Tags In record summary view click on the “Add Tag” button to create a new tag. Add a Tag Name. Check box “Public Tags“. Public tags (Shared Tags) are shared with all users. Here you can see a tag is created. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Efficiently Manage Your Tasks In VTiger 7
July 19, 2018
Article
In VTiger 7, you can create new Tasks and manage them as well. Users can also select the priority according to the nature of the task and easily manage it by using drag and drop. How to Efficiently Manage Your Tasks Click on the “Task” button on the top right corner of the screen. Here you can add a Task Name under the desired priority and click on the “+” button to create a new task. Set a Time of the task and click on the save button. Here you can see a task is created. You can also change its priority using Drag and Drop. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Quickly Update List Columns In VTiger 7
July 18, 2018
Article
In VTiger 7 it is very easy to configure Columns List. You can quickly Add/Delete and Rearrange columns list according to your needs. It helps to get the desired information form the record without the hassle of opening the record. How to Quickly Update List Columns Click on the “Manage List Columns” icon to configure columns list. Click on the “X” button to remove the columns. You can also add new columns and rearrange them by using Drag and Drop. Here you can see the 3 highlighted fields have been deleted from the columns list. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Create Custom Header Tiles In VTiger 7
July 17, 2018
Article
Custom Headers extension was developed to increase the visibility from summary and detail views. Headers can be fully customized, meaning you can select the icon, color and define different field label. Headers were designed to be noticed immediately. The color and the icon really helps the user to see it right away. How to Create Custom Header Tiles Go to Menu > Settings > CRM Settings > Other Settings > Custom Headers. Here click on the “New Header” button to create a new header. Select the Module and Header Name and then click on the “Select Icon” button to select the icon of the header and you can also select its color. Select the field you would like to display on the header and you can arrange the header sequence in which headers show up. Here you can see the Header in the Opportunities module. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Make Timesheets Read Only In VTiger 7
July 16, 2018
Article
Timesheets is an extension for VTiger designed to elegantly track employee (user) time, with ability to visualize it. It supports custom periods, where you can adjust the length of the period to fit your business. In addition, periods can be locked to prevent any further modifications. It’s simplistic design, makes it extremely easy to log the time and specify the reason, description as well as associate it with an existing record in vtiger. How to Make Timesheets Read Only Go to Timesheets select an Employee Enable the “Lock” check box. Click “Yes“. If its locked user will no longer be able to Add/Modify or Delete. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Filters are added in Complete Record Timeline/Summary (Communication + Updates) Extension for VTiger
July 16, 2018
Article
In VTiger, if you are trying to find out more details about a contact/organization/lead, you would have to click through all the related lists and review any tickets/opportunities one by one. However, with the Complete Record Timeline/Summary (Communication + Updates) Extension for VTiger, you will be able to see all of it in a single glance. What it does is that it enables the user to see any communication (emails, calls, comments) as well as updates for a selected record. It rolls up the information from 3 relationship level deeps, meaning if you are viewing organization timeline, you will see any information related to organization (emails, updates, comments) as well as any information related to organizations’ tickets/opportunities (or other related modules). We have added filters in this extension so you can see the updates of a selected module separately from the main timeline. For example, when user clicks any
Remove Shipping & Handling Charges On Quotes/Invoices/Orders In VTiger 7
July 9, 2018
Article
Item Details Customizer (Advanced) is an enhanced version of our standard “Item Details Customizer” which allows users to customize Item Details (Product/Services) for Quotes, Invoices, Sales & Purchase Orders. Users can also specify new formulas for each column as well as customize formulas for Totals. Remove Shipping & Handling Charges On Quotes Go to Menu > Settings > CRM Settings > Extension Pack > Item Details Customizer(Advanced). Click on the “Quotes” tab and select “Totals“. Click on the “Delete” icon to remove Shipping & Handling Charges. Here you can see there are no Shipping & Handling Charges while creating a Quote. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
See Opened Emails Sent From VTiger 7
July 5, 2018
Article
Email Marketing Extension will transform VTiger into sophisticated email marketing/campaign tool. It will include a step by step wizard, easy to use “marketing list” (to load contacts/leads/organizations), review & send + confirmation/summary view that shows exactly what and when is going to be sent. How to See Opened Emails Sent from VTiger Go to the Menu > Marketing > Email Marketing and Open a Sending/Sent campaign. In Summary view you can see the number of Opened Emails as well as the percentage. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Add Custom Fields In Comments In VTiger 7